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SOFI in the 13F filings

Sofi Technologies Inc · CUSIP 83406F102

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
31
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 16 listed it in both
Shares listed
125,190,104
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +7,879,532.

Managers listing SOFI in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

31 of 31 holders

ActionFiling
D. E. Shaw & Co.42,720,908$678m0.41%Added+3,983,27215 May 2026 (the filing on sec.gov)
Jane Street Group LLC18,018,178$286munder 0.1%Added+8,369,60512 May 2026 (the filing on sec.gov)
Voloridge Investment Management LLC12,654,530$201m0.81%Added+4,796,88315 May 2026 (the filing on sec.gov)
Citadel Advisors LLC11,047,181$175munder 0.1%Trimmed-481,26915 May 2026 (the filing on sec.gov)
Millennium Management LLC8,258,468$131m0.05%Added+5,683,10815 May 2026 (the filing on sec.gov)
Marshall Wace LLP6,519,684$104m0.10%Trimmed-131,06015 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP4,770,193$76munder 0.1%Trimmed-6,971,43315 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC4,727,045$75m0.09%Added+1,054,98615 May 2026 (the filing on sec.gov)
ARK Investment Management LLC3,836,003$61m0.47%Trimmed-270,05712 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC2,317,400$37m0.06%Newnew14 May 2026 (the filing on sec.gov)
Invesco Ltd1,579,588$25munder 0.1%Trimmed-61,23012 May 2026 (the filing on sec.gov)
Two Sigma Investments LP1,488,290$24munder 0.1%Trimmed-7,957,81315 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)1,251,599$20munder 0.1%Trimmed-3,044,42015 May 2026 (the filing on sec.gov)
Hudson Bay Capital Management LP1,224,271$19m0.07%Added+665,00013 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,179,912$19munder 0.1%Added+153,76315 May 2026 (the filing on sec.gov)
Man Group PLC1,084,933$17munder 0.1%Added+574,53415 May 2026 (the filing on sec.gov)
AllianceBernstein LP448,169$12munder 0.1%Trimmed-80,56815 May 2026 (the filing on sec.gov)
AQR Capital Management LLC596,609$9.3munder 0.1%Trimmed-51,35315 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP497,081$7.9m0.06%Added+286,78514 May 2026 (the filing on sec.gov)
Walleye Capital LLC257,752$4.1munder 0.1%Trimmed-5,99813 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP119,085$1.9munder 0.1%Trimmed-264,78915 May 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC111,653$1.8munder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Polen Capital Management LLC103,345$1.6munder 0.1%Trimmed-14,10514 May 2026 (the filing on sec.gov)
Verition Fund Management LLC90,136$1.4munder 0.1%Trimmed-38,08015 May 2026 (the filing on sec.gov)
Janus Henderson Group Ltd89,200$1.4munder 0.1%Trimmed-200,00018 May 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (2)

Exited (3)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 8 in Q2 2026

Tracked managers listing it, at least.

0510152020222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
SOFI by quarter
QuarterHoldersReported valueBuyersSellers
Q2 202110$1.6bnn.a.n.a.
Q3 20216$650mn.a.n.a.
Q4 20214$753mn.a.n.a.
Q1 20221$277mn.a.n.a.
Q2 20222$80mn.a.n.a.
Q3 20223$57mn.a.n.a.
Q4 20223$68mn.a.n.a.
Q1 20233$59mn.a.n.a.
Q2 20238$361mn.a.n.a.
Q3 20233$241mn.a.n.a.
Q4 20236$295m42
Q1 20246$197m43
Q2 20245$146m32
Q3 20246$288m43
Q4 202413$1.5bn94
Q1 202514$1.0bn96
Q2 202517$2.1bn125
Q3 202519$2.9bn613
Q4 202517$3.0bn1719
Q1 202612$1.6bn1519
Q2 20268$781m1121

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

SOFI and V →SOFI and AXP →SOFI and BAC →Choose a stock to compare with SOFI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own SOFI, latest filings →Back to the 13F Explorer →