Vault-13

SOFI TECHNOLOGIES INC

NOTE 10/1 · CUSIP 83406FAB8

2 institutional holders +1 vs Q1 2026
28,101,00028.1m shares reported held*
$30.4mreported value*
1 new 0 added 1 reduced 0 sold out net bought ≈ $27.4m (+27.8m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $1.08.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q3 22: 1Q4 22: 1Q1 23: 2Q2 23: 1Q3 23: 1Q4 23: 1Q1 24: 1Q2 24: 1Q3 24: 1Q4 24: 1Q1 25: 1Q2 25: 2Q3 25: 0Q4 25: 0Q1 26: 1Q2 26: 22Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 20221
Q4 20221
Q1 20232
Q2 20231
Q3 20231
Q4 20231
Q1 20241
Q2 20241
Q3 20241
Q4 20241
Q1 20251
Q2 20252
Q3 20250
Q4 20250
Q1 20261
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
101Q1 24: 0 bought or addedQ1 24: 0 cut or sold outQ2 24: 0 bought or addedQ2 24: 0 cut or sold outQ2 24Q3 24: 0 bought or addedQ3 24: 0 cut or sold outQ4 24: 0 bought or addedQ4 24: 0 cut or sold outQ4 24Q1 25: 0 bought or addedQ1 25: 0 cut or sold outQ2 25: 1 bought or addedQ2 25: 0 cut or sold outQ2 25Q3 25: 0 bought or addedQ3 25: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q1 202400
Q2 202400
Q3 202400
Q4 202400
Q1 202500
Q2 202510
Q3 202501
Q2 202611

Biggest buyers

Ovata Capital Management Ltd New +27,995,000+28.0m

Biggest sellers

Altshuler Shaham Ltd Reduced -174,000-174.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Ovata Capital Management Ltd 2.16% of their portfolio HONG KONG, K3 27,995,00028.0m $28.8m $28.8m 2.16% New
2 Altshuler Shaham Ltd 0.02% of their portfolio Tel Aviv, L3 106,000106.0k $1.6m $1.6m 0.02% Reduced -174.0k -174,000