SOFI SOFI TECHNOLOGIES INC
COM
CUSIP: 83406F102
FIGI: BBG00YB1ZD58
Institutional Holders1,017
Total Institutional Value$25,530,002,819
Total Shares Held987,587,889
Avg Position$25,103,248
Top 5 Holders %39.9%
Alpha-Weighted Score60.4
New Positions+130
Exited Positions-91
Top 15 Institutional Holders by Value
■ New ■ Increased ■ Decreased ■ Unchanged
Institutional Holders — Q4 25
| Manager | Alpha | Flow | Value | Shares | Change |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | High Conviction | Market Mover | $2,906,061,341 (11.4%) | 111,003,107 | 2.7% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Moderate Conviction | Market Mover | $1,997,275,499 (7.8%) | 76,290,126 | 20.3% |
| BLACKROCK FUNDING, INC. /DE | High Conviction | Market Mover | $1,809,980,529 (7.1%) | 69,136,001 | 9.8% |
| JANE STREET GROUP, LLC | Moderate Conviction | Market Mover | $1,781,155,594 (7.0%) | 68,034,973 | -3.1% |
| JPMORGAN CHASE & CO | High Conviction | Market Mover | $1,678,962,802 (6.6%) | 64,131,503 | -32.1% |
| CITADEL ADVISORS LLC | Moderate Conviction | Market Mover | $1,640,437,491 (6.4%) | 62,659,950 | 41.8% |
| SHAW D E & CO INC | Moderate Conviction | Market Mover | $1,401,429,432 (5.5%) | 53,530,536 | 14.3% |
| UBS Group AG | Moderate Conviction | Market Mover | $833,596,019 (3.3%) | 31,840,948 | -3.5% |
| STATE STREET CORP | High Conviction | Market Mover | $679,054,955 (2.7%) | 25,937,928 | 5.8% |
| GEODE CAPITAL MANAGEMENT, LLC | High Conviction | Market Mover | $618,395,000 (2.4%) | 23,642,936 | 7.5% |
| ROYAL BANK OF CANADA | High Conviction | Market Mover | $382,333,000 (1.5%) | 14,604,024 | -28.2% |
| BANK OF MONTREAL /CAN/ | High Conviction | Market Mover | $360,072,965 (1.4%) | 13,753,742 | 38.7% |
| BANK OF AMERICA CORP /DE/ | Moderate Conviction | Market Mover | $350,952,404 (1.4%) | 13,405,363 | -51.7% |
| MORGAN STANLEY | Moderate Conviction | Market Mover | $348,805,760 (1.4%) | 13,323,366 | 32.4% |
| GOLDMAN SACHS GROUP INC | High Conviction | Market Mover | $347,588,823 (1.4%) | 13,276,884 | 33.6% |
| NORGES BANK | High Conviction | Market Mover | $321,515,140 (1.3%) | 12,280,945 | 242.5% |
| TWO SIGMA INVESTMENTS, LP | Moderate Conviction | Significant Flow | $312,293,445 (1.2%) | 11,928,703 | 32.2% |
| WALLEYE TRADING LLC | Moderate Conviction | Significant Flow | $287,946,673 (1.1%) | 10,998,727 | 2.6% |
| BARCLAYS PLC | High Conviction | Market Mover | $283,177,777 (1.1%) | 10,816,569 | 66.2% |
| TWO SIGMA ADVISERS, LP | High Conviction | Significant Flow | $269,931,508 (1.1%) | 10,310,600 | 21.7% |
| SQUAREPOINT OPS LLC | Moderate Conviction | Significant Flow | $247,125,037 (1.0%) | 9,439,459 | -33.0% |
| DIMENSIONAL FUND ADVISORS LP | High Conviction | Market Mover | $229,021,661 (0.9%) | 8,746,747 | -11.5% |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | High Conviction | Significant Flow | $205,713,198 (0.8%) | 7,857,647 | -22.2% |
| NORTHERN TRUST CORP | High Conviction | Market Mover | $182,712,576 (0.7%) | 6,979,090 | 4.3% |
| MARSHALL WACE, LLP | Moderate Conviction | Market Mover | $174,116,479 (0.7%) | 6,650,744 | 368.6% |
| SCHWAB CHARLES INVESTMENT MANAGEMENT INC | High Conviction | Market Mover | $158,088,715 (0.6%) | 6,038,530 | -28.5% |
| WELLS FARGO & COMPANY/MN | Moderate Conviction | Market Mover | $152,911,029 (0.6%) | 5,840,757 | 11.7% |
| QUBE RESEARCH & TECHNOLOGIES LTD | Moderate Conviction | Market Mover | $148,314,805 (0.6%) | 5,665,195 | 86.8% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | High Conviction | Significant Flow | $144,859,385 (0.6%) | 5,533,208 | -13.8% |
| FMR LLC | High Conviction | Market Mover | $112,469,768 (0.4%) | 4,296,019 | -7.5% |
| MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | High Conviction | Significant Flow | $110,816,093 (0.4%) | 4,035,546 | - |
| CAPITAL FUND MANAGEMENT S.A. | Moderate Conviction | Significant Flow | $109,914,112 (0.4%) | 4,198,400 | -27.3% |
| Bank of New York Mellon Corp | High Conviction | Market Mover | $109,188,059 (0.4%) | 4,170,667 | 5.6% |
| UBS GLOBAL ASSET MANAGEMENT AMERICAS INC | Moderate Conviction | Market Mover | $108,291,764 (0.4%) | 4,136,431 | 12.7% |
| ARK INVESTMENT MANAGEMENT LLC | High Conviction | Moderate Flow | $107,496,642 (0.4%) | 4,106,060 | -17.7% |
| ACCEL GROWTH FUND V ASSOCIATES L.L.C. | Elite Conviction | Minimal Flow | $107,454,737 (0.4%) | 4,104,459 | - |
| Nuveen, LLC | High Conviction | Market Mover | $99,896,675 (0.4%) | 3,815,763 | -5.6% |
| MILLENNIUM MANAGEMENT, L.L.C. | Moderate Conviction | Market Mover | $99,352,053 (0.4%) | 3,794,960 | -38.3% |
| PARALLAX VOLATILITY ADVISERS, LLC | Moderate Conviction | Significant Flow | $98,127,876 (0.4%) | 3,748,200 | 48.3% |
| TOROSO INVESTMENTS, LLC | High Conviction | Significant Flow | $91,769,513 (0.4%) | 3,505,329 | 2,883.8% |
| MIZUHO MARKETS AMERICAS LLC | High Conviction | Moderate Flow | $90,134,610 (0.4%) | 6,608,460 | 14.3% |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | High Conviction | Moderate Flow | $86,346,981 (0.3%) | 3,298,204 | -22.1% |
| LMR PARTNERS LLP | High Conviction | Significant Flow | $86,299,752 (0.3%) | 3,296,400 | - |
| SWISS NATIONAL BANK | High Conviction | Market Mover | $85,904,434 (0.3%) | 3,281,300 | 2.1% |
| PEAK6 LLC | Moderate Conviction | Significant Flow | $84,633,395 (0.3%) | 3,232,750 | -61.7% |
| CITIGROUP INC | Moderate Conviction | Market Mover | $83,911,953 (0.3%) | 3,205,193 | -4.3% |
| BNP PARIBAS FINANCIAL MARKETS | Moderate Conviction | Market Mover | $75,698,842 (0.3%) | 2,841,976 | 29.6% |
| FIRST TRUST ADVISORS LP | High Conviction | Market Mover | $67,627,992 (0.3%) | 2,583,193 | -22.9% |
| LEGAL & GENERAL GROUP PLC | High Conviction | Market Mover | $65,045,438 (0.3%) | 2,484,547 | 15.0% |
| LPL FINANCIAL LLC | High Conviction | Market Mover | $62,917,556 (0.2%) | 2,403,268 | - |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | High Conviction | Significant Flow | $60,871,485 (0.2%) | 2,325,114 | 11.3% |
| AMERIPRISE FINANCIAL INC | Moderate Conviction | Market Mover | $57,518,442 (0.2%) | 2,197,028 | 18.7% |
| Burkehill Global Management, LP | High Conviction | Low Flow | $52,360,000 (0.2%) | 2,000,000 | 98.2% |
| Invesco Ltd. | Moderate Conviction | Market Mover | $52,041,075 (0.2%) | 1,987,818 | - |
| WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC | High Conviction | Significant Flow | $50,633,900 (0.2%) | 1,934,068 | -42.9% |
| NOMURA HOLDINGS INC | Moderate Conviction | Significant Flow | $49,754,907 (0.2%) | 1,900,493 | 5.2% |
| HUDSON BAY CAPITAL MANAGEMENT, L.P. | High Conviction | Significant Flow | $48,806,615 (0.2%) | 1,864,271 | -29.4% |
| SEGESPAR | High Conviction | Market Mover | $48,681,213 (0.2%) | 1,859,481 | 184.7% |
| DEUTSCHE BANK AG\\ | Moderate Conviction | Market Mover | $48,138,528 (0.2%) | 1,838,752 | -20.4% |
| SIMPLEX TRADING, LLC | Moderate Conviction | Market Mover | $47,291,604 (0.2%) | 1,806,402 | 111,221.5% |
| POINT72 ASSET MANAGEMENT, L.P. | Moderate Conviction | Market Mover | $47,105,674 (0.2%) | 1,799,300 | 844.4% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | High Conviction | Market Mover | $46,674,804 (0.2%) | 1,782,842 | 7.9% |
| HARVEST PORTFOLIOS GROUP INC. | High Conviction | Moderate Flow | $44,513,775 (0.2%) | 1,700,297 | 4,291.8% |
| NATIONAL PENSION SERVICE | High Conviction | Significant Flow | $44,259,515 (0.2%) | 1,690,585 | NEW |
| CAPTION MANAGEMENT, LLC | Moderate Conviction | Significant Flow | $43,916,950 (0.2%) | 1,677,500 | 102.3% |
| TREMBLANT CAPITAL GROUP | High Conviction | Low Flow | $42,541,793 (0.2%) | 1,624,973 | NEW |
| Jain Global LLC | High Conviction | Significant Flow | $42,193,364 (0.2%) | 1,611,664 | -8.5% |
| WALLEYE TRADING ADVISORS, LLC | Moderate Conviction | Significant Flow | $39,726,841 (0.2%) | 1,517,450 | 31.2% |
| SEVEN GRAND MANAGERS, LLC | High Conviction | Low Flow | $39,270,000 (0.2%) | 1,500,000 | 98.2% |
| SCULPTOR CAPITAL LP | Moderate Conviction | Moderate Flow | $39,238,584 (0.2%) | 1,498,800 | - |
| IMC-CHICAGO, LLC | Moderate Conviction | Significant Flow | $38,413,233 (0.2%) | 1,467,274 | -37.0% |
| RAYMOND JAMES FINANCIAL INC | Moderate Conviction | Market Mover | $34,816,545 (0.1%) | 1,329,891 | - |
| CLEAR STREET GROUP INC. | High Conviction | Significant Flow | $34,259,698 (0.1%) | 1,308,621 | 275.9% |
| CANTOR FITZGERALD, L. P. | Moderate Conviction | Moderate Flow | $34,034,000 (0.1%) | 1,300,000 | -44.6% |
| AQUATIC CAPITAL MANAGEMENT LLC | Moderate Conviction | Moderate Flow | $33,836,184 (0.1%) | 1,292,444 | 6.3% |
| RHUMBLINE ADVISERS | High Conviction | Market Mover | $33,583,735 (0.1%) | 1,282,803 | 2.1% |
| Marex Group plc | High Conviction | Significant Flow | $32,694,081 (0.1%) | 1,248,819 | -25.9% |
| PATIENT CAPITAL MANAGEMENT, LLC | High Conviction | Low Flow | $31,376,323 (0.1%) | 1,198,484 | -47.3% |
| GROUP ONE TRADING, L.P. | Moderate Conviction | Significant Flow | $30,235,779 (0.1%) | 1,154,919 | 59.2% |
| GHISALLO CAPITAL MANAGEMENT LLC | High Conviction | Low Flow | $29,206,905 (0.1%) | 1,115,619 | NEW |
| SBI SECURITIES CO., LTD. | High Conviction | Moderate Flow | $28,121,771 (0.1%) | 1,074,170 | - |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | High Conviction | Market Mover | $26,604,090 (0.1%) | 1,016,199 | - |
| HER MAJESTY THE QUEEN IN RIGHT OF THE PROVINCE OF ALBERTA AS REPRESENTED BY ALBERTA INVESTMENT MANAGEMENT CORP | High Conviction | Significant Flow | $26,598,880 (0.1%) | 1,016,000 | NEW |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | High Conviction | Significant Flow | $26,362,998 (0.1%) | 1,006,990 | - |
| STATE TREASURER STATE OF MICHIGAN | High Conviction | Moderate Flow | $26,180,000 (0.1%) | 1,000,000 | - |
| TUDOR INVESTMENT CORP ET AL | Moderate Conviction | Significant Flow | $26,009,594 (0.1%) | 993,491 | -87.3% |
| CSS LLC/IL | Moderate Conviction | Low Flow | $23,757,381 (0.1%) | 907,463 | 55.4% |
| MAN GROUP PLC | High Conviction | Significant Flow | $23,593,390 (0.1%) | 901,199 | 117.2% |
| ZURCHER KANTONALBANK | High Conviction | Significant Flow | $23,145,345 (0.1%) | 884,085 | 220.7% |
| SEI INVESTMENTS CO | High Conviction | Market Mover | $22,703,962 (0.1%) | 867,203 | 6.2% |
| DIVERSIFY ADVISORY SERVICES, LLC | High Conviction | Moderate Flow | $21,757,948 (0.1%) | 832,681 | -17.0% |
| BALYASNY ASSET MANAGEMENT LLC | Moderate Conviction | Market Mover | $21,350,915 (0.1%) | 815,543 | 33.6% |
| BALTIMORE-WASHINGTON FINANCIAL ADVISORS, INC. | High Conviction | Low Flow | $21,311,672 (0.1%) | 814,044 | 7.1% |
| LAURION CAPITAL MANAGEMENT LP | High Conviction | Moderate Flow | $21,226,430 (0.1%) | 810,788 | 1,506.9% |
| CGNU PLC | High Conviction | Significant Flow | $20,786,030 (0.1%) | 793,966 | 5.3% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | High Conviction | Significant Flow | $19,937,055 (0.1%) | 761,509 | - |
| RAKUTEN SECURITIES, INC. | High Conviction | Low Flow | $19,685,292 (0.1%) | 751,921 | -14.0% |
| SUMMIT FINANCIAL, LLC | High Conviction | Moderate Flow | $18,942,687 (0.1%) | 723,556 | 14.7% |
| CETERA INVESTMENT ADVISERS | High Conviction | Significant Flow | $17,507,313 (0.1%) | 668,729 | 10.4% |
| JUMP FINANCIAL, LLC | High Conviction | Significant Flow | $17,347,130 (0.1%) | 662,610 | -54.2% |
Implied Institutional Price History
Estimated from 13F aggregate market value ÷ shares reported across all institutional filers. Reflects quarter-end snapshot, not actual trade prices.
| Quarter | Filers | Institutional Value | Shares Held | Est. Avg Price |
|---|---|---|---|---|
| Q4 25 | 990 | $25.53B | 987,668,725 | $25.85 |
| Q3 25 | 914 | $25.33B | 996,672,483 | $25.41 |
| Q2 25 | 744 | $15.06B | 846,849,418 | $17.78 |
| Q1 25 | 711 | $8.38B | 734,916,739 | $11.40 |
| Q4 24 | 711 | $11.19B | 744,292,439 | $15.03 |
| Q3 24 | 630 | $5.17B | 672,185,836 | $7.69 |
| Q2 24 | 597 | $3.99B | 616,963,844 | $6.46 |
| Q1 24 | 610 | $4.37B | 619,102,162 | $7.05 |
Source: SEC 13F-HR filings. Implied price = aggregate market value ÷ shares reported. Not investment advice.