SOFI TECHNOLOGIES INC SOFI
COM · Common Stock · CUSIP 83406F102 · ISIN US83406F1021
American financial services company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($161.1m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.01. Options: 73 managers hold calls ($3.2bn notional), 53 hold puts ($2.4bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 493 |
| Q4 2022 | 513 |
| Q1 2023 | 532 |
| Q2 2023 | 519 |
| Q3 2023 | 515 |
| Q4 2023 | 573 |
| Q1 2024 | 601 |
| Q2 2024 | 594 |
| Q3 2024 | 626 |
| Q4 2024 | 705 |
| Q1 2025 | 717 |
| Q2 2025 | 747 |
| Q3 2025 | 914 |
| Q4 2025 | 1,006 |
| Q1 2026 | 926 |
| Q2 2026 | 923 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 326 | 236 |
| Q4 2024 | 324 | 303 |
| Q1 2025 | 407 | 301 |
| Q2 2025 | 424 | 285 |
| Q3 2025 | 538 | 309 |
| Q4 2025 | 564 | 328 |
| Q1 2026 | 490 | 486 |
| Q2 2026 | 508 | 374 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $4.0bn | $3.8bn | 0.96 |
| Q4 2025 | $4.4bn | $4.1bn | 0.92 |
| Q1 2026 | $3.2bn | $2.5bn | 0.77 |
| Q2 2026 | $3.2bn | $2.4bn | 0.75 |
Biggest buyers
| GOLDMAN SACHS GROUP INC | Added | +22.7m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +5.5m |
| MARSHALL WACE, LLP | Added | +5.2m |
| CANTOR FITZGERALD, L. P. | New | +3.0m |
| BlackRock, Inc. | Added | +2.9m |
| DAVENPORT & Co LLC | Added | +2.7m |
| Harvest Portfolios Group Inc. | Added | +2.3m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.2m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +2.1m |
| JPMORGAN CHASE & CO | Added | +1.9m |
Biggest sellers
| D. E. Shaw & Co., Inc. | Reduced | -28.0m |
| Qube Research & Technologies Ltd | Sold out | -16.8m |
| JANE STREET GROUP, LLC | Reduced | -16.5m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Reduced | -10.3m |
| CITADEL ADVISORS LLC | Reduced | -9.9m |
| Defiance ETFs, LLC | Sold out | -5.4m |
| HRT FINANCIAL LP | Reduced | -5.1m |
| Squarepoint Ops LLC | Reduced | -4.2m |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | -3.2m |
| Daiwa Securities Group Inc. | Reduced | -2.7m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $878.2m49.0m shares |
| JANE STREET GROUP, LLC | Reduced | $636.8m35.5m shares |
| CITADEL ADVISORS LLC | Added | $375.1m20.9m shares |
| UBS Group AG | Reduced | $321.8m17.9m shares |
| IMC-Chicago, LLC | Added | $177.8m9.9m shares |
| Optiver Holding B.V. | Added | $128.2m7.1m shares |
| D. E. Shaw & Co., Inc. | Added | $126.0m7.0m shares |
| SIMPLEX TRADING, LLC | Reduced | $91.7m5.1m shares |
| GROUP ONE TRADING LLC | Reduced | $70.8m3.9m shares |
| Walleye Trading LLC | Reduced | $56.9m3.2m shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $463.4m25.8m shares |
| JANE STREET GROUP, LLC | Reduced | $358.1m20.0m shares |
| GOLDMAN SACHS GROUP INC | Added | $303.4m16.9m shares |
| CITADEL ADVISORS LLC | Reduced | $261.8m14.6m shares |
| IMC-Chicago, LLC | Added | $121.6m6.8m shares |
| Optiver Holding B.V. | Added | $88.9m5.0m shares |
| BANK OF MONTREAL /CAN/ | Reduced | $78.1m4.4m shares |
| Walleye Trading LLC | Added | $62.6m3.5m shares |
| D. E. Shaw & Co., Inc. | Reduced | $59.5m3.3m shares |
| SIMPLEX TRADING, LLC | Reduced | $59.1m3.3m shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.3% |
| BlackRock, Inc. 13G · institution new · filed 2026-04-27 | 5.1% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC), JPMORGAN CHASE & CO (3.7%, 2026-02-04), JANE STREET GROUP, LLC (2.6%, 2025-11-13)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $500.0k | 4 | $501.0m | $1.4m |
| Q1 2025 | 0 | — | 2 | $1.3m | $1.3m |
| Q2 2025 | 0 | — | 3 | $3.9m | $1.5m |
| Q3 2025 | 0 | — | 2 | $3.5m | $3.5m |
| Q4 2025 | 0 | — | 3 | $4.4m | $4.4m |
| Q1 2026 | 3 | $1.7m | 3 | $4.2m | $2.2m |
| Q2 2026 | 1 | $749.3k | 3 | $2.4m | $2.3m |
| Q3 2026 | 0 | — | 2 | $890.7k | $890.7k |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-21 | Rishel Jeremy Chief Technology Officer | Sold plan | $325.9k18.6k shares |
| 2026-09-21 | Keough Kelli EVP, GBUL, SIPS | Sold plan | $173.3k10.2k shares |
| 2026-08-20 | Keough Kelli EVP, GBUL, SIPS | Sold plan | $203.1k11.3k shares |
| 2026-07-20 | Keough Kelli EVP, GBUL, SIPS | Sold plan | $188.3k11.0k shares |
| 2026-06-22 | Keough Kelli EVP, GBUL, SIPS | Sold plan | $190.1k11.0k shares |
| 2026-06-18 | Lavet Robert S General Counsel | Sold | $20.8k1.2k shares |
| 2026-06-17 | Rishel Jeremy Chief Technology Officer | Sold plan | $1.8m102.1k shares |
| 2026-06-16 | Noto Anthony Chief Executive Officer, director | Bought | $250.8k13.9k shares |
| 2026-05-20 | Keough Kelli EVP, GBUL, SIPS | Sold plan | $155.9k10.0k shares |
| 2026-05-11 | Noto Anthony Chief Executive Officer, director | Bought | $248.7k15.5k shares |
| 2026-05-08 | Noto Anthony Chief Executive Officer, director | Bought | $249.8k15.9k shares |
| 2026-04-21 | Keough Kelli EVP, GBUL, SIPS | Sold plan | $187.5k9.7k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.02% of their portfolio | 72.4m $1.3bn | Added +2.9m |
| VANGUARD CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 57.9m $1.0bn | Added +820.3k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 50.7m $909.8m | Reduced -235.0k |
| GOLDMAN SACHS GROUP INC 0.07% of their portfolio | 35.2m $631.3m | Added +22.7m |
| UBS Group AG 0.10% of their portfolio | 35.2m $630.6m | Reduced -1.2m |
| STATE STREET CORP 0.02% of their portfolio | 28.8m $515.7m | Added +1.4m |
| GEODE CAPITAL MANAGEMENT, LLC 0.02% of their portfolio | 23.4m $417.6m | Reduced -2.6m |
| MORGAN STANLEY 0.02% of their portfolio | 19.5m $350.0m | Reduced -1.7m |
| D. E. Shaw & Co., Inc. 0.16% of their portfolio | 14.7m $263.4m | Reduced -28.0m |
| NORGES BANK 0.02% of their portfolio | 13.6m $244.4m | Not comparable |
| MARSHALL WACE, LLP 0.18% of their portfolio | 11.7m $209.7m | Added +5.2m |
| MILLENNIUM MANAGEMENT LLC 0.13% of their portfolio | 10.5m $188.1m | Added +2.2m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.16% of their portfolio | 10.2m $183.5m | Added +5.5m |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 10.0m $179.4m | Added +896.5k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 9.1m $163.8m | Reduced -1.7m |
| VANGUARD FIDUCIARY TRUST CO 0.03% of their portfolio | 8.1m $146.0m | Added +222.5k |
| NORTHERN TRUST CORP 0.02% of their portfolio | 7.6m $136.6m | Added +273.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 7.3m $130.5m | Added +809.9k |
| CITIGROUP INC 0.05% of their portfolio | 6.3m $112.7m | Reduced -1.2m |
| BANK OF MONTREAL /CAN/ 0.04% of their portfolio | 6.2m $110.6m | Reduced -598.5k |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 5.9m $105.5m | Added +1.5m |
| Sumitomo Mitsui Trust Group, Inc. 0.06% of their portfolio | 5.7m $101.9m | Reduced -5.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.05% of their portfolio | 5.2m $93.9m | Added +592.0k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% of their portfolio | 4.9m $88.3m | Added +198.3k |
| Harvest Portfolios Group Inc. 1.22% of their portfolio | 4.8m $86.2m | Added +2.3m |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 4.8m $85.3m | Reduced -2.0m |
| WORLDQUANT MILLENNIUM ADVISORS LLC 0.26% of their portfolio | 4.3m $76.3m | Reduced -1.2m |
| Accel Growth Fund V Associates L.L.C. 81.98% of their portfolio | 4.1m $73.6m | Unchanged |
| Bank of New York Mellon Corp 0.01% of their portfolio | 4.0m $72.5m | Added +16.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.10% of their portfolio | 3.8m $67.6m | Added +2.1m |
| ARK Investment Management LLC 0.44% of their portfolio | 3.7m $67.1m | Reduced -93.5k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 3.7m $66.4m | Added +1.9m |
| Legal & General Group Plc 0.01% of their portfolio | 3.6m $64.7m | Added +158.2k |
| Swiss National Bank 0.03% of their portfolio | 3.6m $64.5m | Reduced -111.8k |
| HRT FINANCIAL LP 0.14% of their portfolio | 3.2m $57.5m | Reduced -5.1m |
| Amova Asset Management Americas, Inc. 0.72% of their portfolio | 3.1m $56.1m | Reduced -3.5k |
| Capula Management Ltd 0.24% of their portfolio | 3.0m $53.8m | Not comparable |
| LPL Financial LLC 0.01% of their portfolio | 3.0m $53.7m | Added +17.7k |
| CANTOR FITZGERALD, L. P. 0.52% of their portfolio | 3.0m $53.4m | New |
| Nuveen, LLC 0.01% of their portfolio | 2.9m $52.7m | Reduced -493.9k |
| DAVENPORT & Co LLC 0.26% of their portfolio | 2.8m $50.0m | Added +2.7m |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 2.5m $44.6m | Added +863.3k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.03% of their portfolio | 2.5m $44.3m | Added +370.1k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.18% of their portfolio | 2.3m $41.6m | Reduced -10.3m |
| Walleye Trading LLC 0.56% of their portfolio | 2.2m $40.1m | Added +556.7k |
| BARCLAYS PLC 0.01% of their portfolio | 1.9m $33.6m | Reduced -916.5k |
| California Public Employees Retirement System 0.02% of their portfolio | 1.9m $33.4m | Added +103.7k |
| Amundi 0.01% of their portfolio | 1.8m $32.9m | Added +123.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.03% of their portfolio | 1.7m $31.2m | Reduced -91.7k |
| STATE OF MICHIGAN RETIREMENT SYSTEM 0.13% of their portfolio | 1.6m $29.6m | Added +648.7k |
| Marex Group Ltd 0.21% of their portfolio | 1.6m $28.3m | Added +621.8k |
| TREMBLANT CAPITAL GROUP 0.81% of their portfolio | 1.6m $28.3m | Reduced -27.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.6m $28.0m | Reduced -3.2m |
| Invesco Ltd. 0.00% of their portfolio | 1.5m $27.7m | Reduced -35.0k |
| NATIONAL BANK OF CANADA /FI/ 0.02% of their portfolio | 1.5m $27.7m | Added +937.1k |
| AMERIPRISE FINANCIAL INC 0.01% of their portfolio | 1.5m $27.7m | Added +361.0k |
| Bienville Capital Management, LLC 3.95% of their portfolio | 1.5m $27.4m | New |
| Patient Capital Management, LLC 0.90% of their portfolio | 1.5m $27.0m | Added +179.4k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 1.5m $26.5m | Reduced -16.5m |
| Clear Street Group Inc. 0.08% of their portfolio | 1.4m $26.0m | Added +338.0k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 1.3m $23.9m | Added +51.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 1.3m $23.4m | Added +124.3k |
| MIZUHO MARKETS AMERICAS LLC 0.40% of their portfolio | 1.3m $22.4m | Reduced -247.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 1.2m $22.0m | Added +394.4k |
| SIMPLEX TRADING, LLC 0.55% of their portfolio | 1.2m $21.2m | Added +213.5k |
| PFA Pension, Forsikringsaktieselskab 0.05% of their portfolio | 1.2m $20.8m | Reduced -1.8k |
| Diversify Advisory Services, LLC 0.33% of their portfolio | 1.1m $19.4m | Added +249.6k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.33% of their portfolio | 1.1m $19.4m | Added +104.8k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 1.1m $20.5m | Reduced -9.9m |
| IMC-Chicago, LLC 0.17% of their portfolio | 1.0m $18.2m | Reduced -1.3m |
| Trexquant Investment LP 0.11% of their portfolio | 1.0m $18.1m | Reduced -1.3m |
| JONES FINANCIAL COMPANIES LLLP 0.01% of their portfolio | 995.0k $17.8m | Added +190.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.03% of their portfolio | 990.5k $17.8m | Reduced -16.4k |
| Jefferies Financial Group Inc. 0.16% of their portfolio | 964.2k $17.3m | Reduced -170.6k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 961.4k $17.3m | Added +416.9k |
| Cetera Investment Advisers 0.02% of their portfolio | 957.7k $17.2m | Added +247.2k |
| OSAIC HOLDINGS, INC. 0.02% of their portfolio | 931.4k $16.7m | Added +241.2k |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 929.8k $16.7m | Reduced -206.7k |
| SBI Securities Co., Ltd. 0.38% of their portfolio | 923.1k $16.6m | Reduced -206.2k |
| Baltimore-Washington Financial Advisors, Inc. 0.60% of their portfolio | 897.5k $16.1m | Added +21.5k |
| SIERRA SUMMIT ADVISORS LLC 1.79% of their portfolio | 895.3k $16.1m | New |
| Provident Living Financial Services, Inc. 14.23% of their portfolio | 888.4k $14.4m | Added +65.1k |
| AVIVA PLC 0.02% of their portfolio | 883.9k $15.8m | Added +20.1k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.03% of their portfolio | 877.9k $15.7m | Reduced -92.1k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 876.6k $15.7m | Added +111.5k |
| DNB Asset Management AS 0.04% of their portfolio | 868.0k $15.6m | Added +558.2k |
| Korea Investment CORP 0.03% of their portfolio | 823.9k $14.8m | Reduced -21.6k |
| Tredje AP-fonden 0.07% of their portfolio | 822.2k $14.7m | Added +377.3k |
| Longitude (Cayman) Ltd. 9.56% of their portfolio | 807.5k $14.5m | Added +162.5k |
| AlphaStar Capital Management, LLC 0.91% of their portfolio | 796.8k $14.3m | Added +518.2k |
| FMR LLC 0.00% of their portfolio | 695.8k $12.5m | Reduced -555.8k |
| Arax Advisory Partners 0.08% of their portfolio | 693.4k $12.4m | Added +672.9k |
| Moors & Cabot, Inc. 0.47% of their portfolio | 676.6k $12.1m | Reduced -8.1k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.02% of their portfolio | 661.7k $11.9m | Reduced -116.5k |
| Vanguard Investments Australia, Ltd. 0.03% of their portfolio | 633.3k $11.4m | Added +9.7k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.01% of their portfolio | 624.0k $11.2m | Added +49.1k |
| BRIGHTON JONES LLC 0.21% of their portfolio | 624.0k $11.2m | Reduced -12.7k |
| Vanguard Global Advisers, LLC 0.01% of their portfolio | 618.1k $11.1m | Reduced -7.5k |
| SG Americas Securities, LLC 0.01% of their portfolio | 615.4k $11.0m | Reduced -323.8k |
| LGT Group Foundation 0.12% of their portfolio | 606.6k $10.9m | Added +298.6k |