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Of the 13 tracked institutions holding SOFI, 7 have a 3-year clone track record — 7 of them beat the S&P. Average holder's clone alpha: +6.2pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, SOFI (SOFI TECHNOLOGIES INC) is held with a combined value of $4.96B across 240,556,197 shares. The largest holder is VANGUARD GROUP INC with a position worth $2.91B (0.04% of their portfolio). RENAISSANCE TECHNOLOGIES LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 5 funds reduced their position.
Total Institutional Value
$4.96B
Total Shares Held
240,556,197
Institutional Holders
13
% of Shares Outstanding
18.8%
of 1.28B shares · SEC 2026-04-30
Days to Cover
2.3-1.1%
185.96M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 18.8% of SOFI's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-04-30), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $2.91B | 0.04% | +3.6% |
| 2 | BlackRock, Inc. | $1.10B | 0.02% | +0.6% |
| 3 | STATE STREET CORP | $433.77M | 0.01% | +5.3% |
| 4 | MILLENNIUM MANAGEMENT LLC | $180.40M | 0.08% | +199.3% |
| 5 | CITADEL ADVISORS LLC | $175.43M | 0.12% | -4.2% |
| 6 | ARK Investment Management LLC | $60.92M | 0.47% | -6.6% |
| 7 | RENAISSANCE TECHNOLOGIES LLC | $36.80M | 0.06% | New |
| 8 | FMR LLC | $19.88M | 0.00% | -70.9% |
| 9 | PRICE T ROWE ASSOCIATES INC /MD/ | $18.74M | 0.00% | +15.0% |
| 10 | Point72 Asset Management, L.P. | $16.91M | 0.03% | -40.8% |
| Member | Type | Date |
|---|---|---|
| James Comer | Buy | Jan 2, 2025 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of SOFI with a position worth $2.91B, representing 0.04% of their portfolio. In total, 13 institutional investors hold SOFI with a combined value of $4.96B.
In the most recent quarter, 1 fund opened a new position in SOFI. Additionally, 6 increased their holdings and 5 reduced their positions.
Institutional investors hold $4.96B worth of SOFI stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $2.91B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For SOFI, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their SOFI positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$16.46
2026-07-24
YTD
-40.1%
8% of 52-week range