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SOFI

SOFI Institutional Holdings & 13F Data

Sofi Technologies INC

-$10.0B

Net Activity

Institutions Holding

954

Popularity Rank

#478

Avg Weight

0.21%

Total Value

$16.7B

Ownership Trend

954 institutions currently hold SOFI, with 505 net buyers and 507 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

507

Net Buying Institutions

505

Key Holders

Key Holders

Top 5 by Value

JS
Jane Street Group, LLC
$1.6B
SI
Susquehanna International Group, LLP
$1.4B
BI
BlackRock, Inc.
$1.1B
UG
UBS Group AG
$940.8M
VC
Vanguard Capital Management LLC
$906.9M

Top 5 by Conviction

AG
Accel Growth Fund V Associates L.L.C.
79.82%
DE
Defiance ETFs, LLC
1.22%
VI
Voloridge Investment Management, LLC
0.81%
AA
Amova Asset Management Americas, Inc.
0.70%
DE
D. E. Shaw & Co., Inc.
0.52%
View all 954 holding institutions

Across its top 20 institutional holders, SOFI's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 32/100).

Quarterly Activity

Recent Activity

+$11.6B

Total Buy Value

$10.3B

Total Sell Value

New buy111
Trim317
Add394
Sold out190

505

Net Buyers

507

Net Sellers

Smart Money Convergence

SOFI does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

9

Filings (90d)

$6.77M

Total Est. Value

383K shares

Planned Shares

Last Filed 2026-06-22
FilerTitle/RelationshipFiling DatePlanned SharesEst. Value
Keough KelliOfficer2026-06-2233K shares$595K
Lavet Robert SOfficer2026-06-181K shares$21K
Rishel JeremyOfficer2026-06-17102K shares$1.82M
Lavet Robert SOfficer2026-06-1615K shares$263K
Pinto ArunOfficer2026-06-1611K shares$194K
Keough KelliOfficer2026-06-1661K shares$1.08M
Schuppenhauer EricOfficer2026-06-163K shares$44K
Rishel JeremyOfficer2026-06-16156K shares$2.74M
Lavet Robert SOfficer2026-06-101K shares$16K

Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

83406F102, 83406F902, 83406F952

FAQ

Who are the top institutional investors holding SOFI TECHNOLOGIES INC (SOFI)?
Major stakeholders currently include Jane Street Group, LLC ($1.6B), Susquehanna International Group, LLP ($1.4B), BlackRock, Inc. ($1.1B). Based on the latest 13F filings, there are a total of 954 tracked investment funds and institutions maintaining positions in SOFI.
What is the overall institutional sentiment toward SOFI recently?
Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $10.0B, driven by 505 managers accumulating shares while 507 reduced their exposure.
Which institutions have been selling or reducing their SOFI positions?
In the latest period, 317 funds trimmed their holdings, and 190 managers completely exited their positions. The aggregate reported sell value was $10.3B.
Are there any notable investors adding SOFI to their portfolios?
Yes, buying activity remains notable. 111 institutions opened new positions in {ticker}, and 394 existing holders added to their shares. The total reported buy value for the quarter amounted to $11.6B.

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