SOFI TECHNOLOGIES INC

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SOFI·83406F102·US·Common Stock·Financial Services - Credit Services-13D/G

SOFI (SOFI TECHNOLOGIES INC) is held by 253 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($1.3B), VANGUARD CAPITAL MANAGEMENT LLC ($1B), VANGUARD PORTFOLIO MANAGEMENT LLC ($909.8M). Net institutional sentiment: Mixed. In Q2 2026, 1 member of Congress and 145 funds bought SOFI.

253

Holders

(18 Elite)

$10.6B

Total Value

56% (260)

Consensus

145 buying - 115 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)32

Insider (Form 4)70

Activist (13D/13G)55

Congressional (STOCK Act)70

Holder Quality

74

★★★★★

Elite

52

★★★★

Strong

82

★★★

Solid

40

★★

Below

37

★

Weak

Held by 253 funds

18 elite

Who's Trading

Source dates: Price Aug 18, 2026 · Insiders Jul 21, 2026 · Activists Apr 30, 2026 · Congress Jan 10, 2025

InsiderKKKeough KelliSell $188KJul 20, 2026

InsiderKKKeough KelliSell $190KJun 22, 2026

InsiderRJRishel JeremySell $1.8MJun 17, 2026

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Top Holders

Top Holders (253)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Increased	72.4M(+4.2%)	$1.3B	0.0%	-7.08%	33
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	57.9M(+1.4%)	$1B	0.0%	-5.06%	32
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	50.7M(-0.5%)	$909.8M	0.0%	-5.10%	0
GOLDMAN SACHS GROUP INC	Increased	35.2M(+180.9%)	$631.3M	0.1%	-2.41%	51
UBS Group AG	Decreased	35.2M(-3.4%)	$630.6M	0.1%	+4.75%	0
STATE STREET CORP	Increased	28.8M(+5.3%)	$515.7M	0.0%	+16.59%	33
GEODE CAPITAL MANAGEMENT, LLC	Decreased	23.4M(-10.1%)	$417.6M	0.0%	+27.09%	0
MORGAN STANLEY	Decreased	19.5M(-8.2%)	$350M	0.0%	+19.57%	0
DED. E. Shaw & Co., Inc.	Decreased	14.7M(-65.6%)	$263.4M	0.1%	-1.47%	0
MWMARSHALL WACE, LLP	Increased	11.7M(+79.4%)	$209.7M	0.2%	-17.06%	56
MILLENNIUM MANAGEMENT LLC	Increased	10.5M(+27.1%)	$188.1M	0.1%	+1.43%	38
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	10.2M(+114.6%)	$183.5M	0.0%	-13.41%	49
DIMENSIONAL FUND ADVISORS LP	Increased	10M(+9.8%)	$179.4M	0.0%	+81.74%	33
BANK OF AMERICA CORP /DE/	Decreased	9.1M(-15.7%)	$163.8M	0.0%	+12.99%	0
VFVANGUARD FIDUCIARY TRUST CO	Increased	8.1M(+2.8%)	$146M	0.0%	-5.01%	31
NORTHERN TRUST CORP	Increased	7.6M(+3.7%)	$136.6M	0.0%	+27.74%	31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	Increased	7.3M(+12.5%)	$130.5M	0.0%	+27.25%	34
CITIGROUP INC	Decreased	6.3M(-16.2%)	$112.7M	0.0%	+1.15%	0
BANK OF MONTREAL /CAN/	Decreased	6.2M(-8.8%)	$110.6M	0.0%	-9.62%	0
WELLS FARGO & COMPANY/MN	Increased	5.9M(+33.1%)	$105.5M	0.0%	+31.29%	38

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer