| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | 3.7% | -28% | $1,235,884,129 | -$465,341,149 | 47,207,186 | -27% | JPMORGAN CHASE & CO. | 30 Jan 2026 |
| JANE STREET GROUP, LLC | 2.6% | -48% | $810,536,459 | -$915,399,341 | 30,678,897 | -53% | JANE STREET GROUP, LLC | 30 Sep 2025 |
As of 31 Dec 2025, 967 institutional investors reported holding 698,512,465 shares of SoFi Technologies, Inc. - Common stock, $0.0001 par value per share (SOFI). This represents 55% of the company’s total 1,275,869,892 outstanding shares.
The largest institutional shareholders of SoFi Technologies, Inc. - Common stock, $0.0001 par value per share (SOFI) together control 40% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 8.7% | 111,003,107 | +3.6% | 0.04% | $2,906,061,341 |
| BlackRock, Inc. | 5.4% | 69,136,001 | +11% | 0.03% | $1,809,980,529 |
| JPMORGAN CHASE & CO | 5% | 64,131,503 | +37% | 0.11% | $1,678,962,802 |
| D. E. Shaw & Co., Inc. | 3% | 38,737,636 | +11% | 0.77% | $1,014,151,310 |
| STATE STREET CORP | 2% | 25,937,928 | +6.7% | 0.02% | $679,054,955 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.9% | 23,642,936 | +9% | 0.04% | $618,395,000 |
| UBS Group AG | 1.2% | 15,371,200 | -0.74% | 0.08% | $402,418,016 |
| BANK OF AMERICA CORP /DE/ | 1.1% | 13,405,363 | +4.5% | 0.03% | $350,952,404 |
| MORGAN STANLEY | 1% | 13,323,366 | +34% | 0.02% | $348,805,760 |
| NORGES BANK | 0.96% | 12,280,945 | 0.03% | $321,515,140 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.92% | 11,741,626 | +9.3% | 0.42% | $307,395,769 |
| CITADEL ADVISORS LLC | 0.9% | 11,528,450 | +234% | 0.21% | $301,814,821 |
| TWO SIGMA ADVISERS, LP | 0.81% | 10,310,600 | +23% | 0.52% | $269,931,508 |
| ROYAL BANK OF CANADA | 0.76% | 9,653,924 | -5% | 0.04% | $252,739,000 |
| JANE STREET GROUP, LLC | 0.76% | 9,648,573 | -47% | 0.3% | $252,599,642 |
| TWO SIGMA INVESTMENTS, LP | 0.74% | 9,446,103 | +7.3% | 0.37% | $247,298,977 |
| DIMENSIONAL FUND ADVISORS LP | 0.69% | 8,746,747 | -11% | 0.05% | $229,021,661 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.62% | 7,857,647 | -21% | 0.72% | $205,713,198 |
| NORTHERN TRUST CORP | 0.55% | 6,979,090 | +5.2% | 0.02% | $182,712,576 |
| MARSHALL WACE, LLP | 0.52% | 6,650,744 | +373% | 0.17% | $174,116,479 |
| BANK OF MONTREAL /CAN/ | 0.48% | 6,178,242 | +39% | 0.07% | $161,746,375 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.47% | 6,038,530 | +9.4% | 0.02% | $158,088,715 |
| WELLS FARGO & COMPANY/MN | 0.45% | 5,740,757 | +11% | 0.03% | $150,293,029 |
| Sumitomo Mitsui Trust Group, Inc. | 0.43% | 5,533,208 | -13% | 0.09% | $144,859,385 |
| GOLDMAN SACHS GROUP INC | 0.35% | 4,488,084 | +20% | 0.02% | $117,498,039 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 698,512,465 | $18,290,933,656 | +$1,662,222,354 | $26.18 | 967 |
| 2025 Q3 | 632,735,531 | $16,727,310,105 | +$1,686,809,421 | $26.42 | 901 |
| 2025 Q2 | 574,840,075 | $10,474,680,417 | +$1,266,443,855 | $18.21 | 734 |
| 2025 Q1 | 511,983,885 | $5,956,068,676 | -$141,865,903 | $11.63 | 695 |
| 2024 Q4 | 523,225,990 | $8,053,996,256 | +$490,589,410 | $15.40 | 690 |
| 2024 Q3 | 503,093,555 | $3,955,162,302 | +$430,013,033 | $7.86 | 597 |
| 2024 Q2 | 450,285,720 | $2,976,382,338 | +$55,201,929 | $6.61 | 580 |
| 2024 Q1 | 439,768,252 | $3,209,781,752 | +$408,747,994 | $7.30 | 588 |
| 2023 Q4 | 375,293,797 | $3,730,783,550 | +$202,662,730 | $9.95 | 552 |
| 2023 Q3 | 355,434,335 | $2,840,009,273 | -$36,636,021 | $7.99 | 504 |
| 2023 Q2 | 357,327,623 | $2,980,494,128 | +$385,257,537 | $8.34 | 507 |
| 2023 Q1 | 315,413,813 | $1,914,218,171 | -$51,262,675 | $6.07 | 509 |
| 2022 Q4 | 329,418,716 | $1,518,874,731 | +$26,084,654 | $4.61 | 491 |
| 2022 Q3 | 328,493,659 | $1,603,217,389 | -$405,021,954 | $4.88 | 454 |
| 2022 Q2 | 403,075,994 | $2,127,392,543 | -$14,631,287 | $5.27 | 429 |
| 2022 Q1 | 395,285,459 | $3,734,395,604 | -$385,240,334 | $9.45 | 409 |
| 2021 Q4 | 424,228,118 | $6,695,186,249 | +$962,177,571 | $15.81 | 420 |
| 2021 Q3 | 349,601,554 | $5,553,036,635 | +$325,286,735 | $15.88 | 291 |
| 2021 Q2 | 316,341,320 | $6,026,743,377 | +$6,018,844,377 | $19.17 | 223 |
| 2021 Q1 | 50 | $1,000 | $20.00 | 1 | |
| 2020 Q4 | 45,098 | $449,228 | $14.98 | 2 | |
| 2020 Q3 | 50 | $1,000 | $20.00 | 1 | |
| 2020 Q2 | 50 | $1,000 | $20.00 | 1 | |
| 2020 Q1 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q4 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q3 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q2 | 50 | $1,000 | $20.00 | 1 | |
| 2019 Q1 | 50 | $1,000 | $20.00 | 1 |