DaveManuel.com · Institutional Ownership · Who Owns It
SOFI TECHNOLOGIES INC (SOFI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
949
Reporting holders
$17.4B
Reported value
51.0%
Of shares outstanding
18.3%
Calls
13.8%
Puts
-4
Holder change
Institutions report 658,173,731 shares against 1,291,570,324 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.5B incl. $1.3B options CALL+PUT | 10,236,195 | 0.12% | 21q | +114.6%+$814.4M |
| BlackRock, Inc. | $1.3B | 72,444,208 | 0.02% | 8q | +4.2%+$51.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.0B | 57,928,852 | 0.02% | 2q | +1.4%+$14.7M |
| JANE STREET GROUP, LLC | $1.0B incl. $994.9M options CALL+PUT | 1,476,165 | 0.08% | 21q | -91.8%-$11.4B |
| UBS Group AG | $999.0M incl. $368.5M options CALL+PUT | 35,168,018 | 0.13% | 21q | -3.4%-$35.5M |
| GOLDMAN SACHS GROUP INC | $939.0M incl. $307.8M options CALL+PUT | 35,207,678 | 0.08% | 21q | +180.9%+$604.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $909.8M | 50,740,132 | 0.04% | 2q | HELD |
| CITADEL ADVISORS LLC | $657.4M incl. $636.9M options CALL+PUT | 1,145,775 | 0.08% | 21q | -89.6%-$5.7B |
| STATE STREET CORP | $515.7M | 28,763,660 | 0.02% | 20q | +5.3%+$26.0M |
| D. E. Shaw & Co., Inc. | $449.0M incl. $185.5M options CALL+PUT | 14,691,786 | 0.21% | 18q | -65.6%-$856.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $417.6M | 23,356,377 | 0.02% | 21q | -10.1%-$47.0M |
| MORGAN STANLEY | $350.0M | 19,521,442 | 0.02% | 21q | -8.2%-$31.2M |
| IMC-Chicago, LLC | $317.6M incl. $299.4M options CALL+PUT | 1,017,194 | 0.08% | 17q | -55.9%-$402.9M |
| NORGES BANK | $244.4M | 13,630,462 | 0.02% | 15q | +11.0%+$24.2M |
| MILLENNIUM MANAGEMENT LLC | $238.7M incl. $50.6M options CALL+PUT | 10,493,471 | 0.09% | 21q | +27.1%+$50.8M |
| Optiver Holding B.V. | $223.1M incl. $217.1M options CALL+PUT | 333,146 | 0.06% | 2q | -85.7%-$1.3B |
| MARSHALL WACE, LLP | $209.7M | 11,697,405 | 0.17% | 13q | +79.4%+$92.8M |
| BANK OF MONTREAL /CAN/ | $188.7M incl. $78.1M options PUT | 6,168,171 | 0.06% | 20q | -8.8%-$18.3M |
| DIMENSIONAL FUND ADVISORS LP | $179.4M | 10,003,025 | 0.03% | 11q | +9.8%+$16.1M |
| SIMPLEX TRADING, LLC | $172.0M incl. $150.8M options CALL+PUT | 1,181,860 | 0.10% | 21q | +22.0%+$31.1M |
| BANK OF AMERICA CORP /DE/ | $163.8M | 9,135,967 | 0.01% | 21q | -15.7%-$30.6M |
| Walleye Trading LLC | $159.7M incl. $119.6M options CALL+PUT | 2,236,388 | 0.18% | 21q | +33.1%+$39.7M |
| VANGUARD FIDUCIARY TRUST CO | $146.0M | 8,140,281 | 0.03% | 2q | +2.8%+$4.0M |
| NORTHERN TRUST CORP | $136.6M | 7,620,475 | 0.02% | 20q | +3.7%+$4.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $130.5M | 7,280,268 | 0.02% | 20q | +12.5%+$14.5M |
| CITIGROUP INC | $124.3M incl. $11.7M options CALL | 6,283,079 | 0.04% | 21q | -16.2%-$24.0M |
| HRT FINANCIAL LP | $107.7M incl. $50.2M options OPT | 6,009,301 | 0.20% | 10q | -39.8%-$71.2M |
| Capula Management Ltd | $107.6M incl. $53.8M options PUT | 3,000,000 | 0.38% | new | NEW |
| WELLS FARGO & COMPANY/MN | $105.5M | 5,885,387 | 0.02% | 21q | +33.1%+$26.2M |
| Sumitomo Mitsui Trust Group, Inc. | $101.9M | 5,684,422 | 0.06% | 13q | HELD |
| JPMORGAN CHASE & CO | $99.8M incl. $33.3M options CALL+PUT | 3,652,807 | 0.01% | 21q | +104.7%+$51.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $93.9M | 5,239,086 | 0.05% | 19q | +12.7%+$10.6M |
| GROUP ONE TRADING LLC | $93.2M incl. $88.5M options CALL+PUT | 260,866 | 0.13% | 21q | -79.3%-$356.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $88.3M | 4,925,068 | 0.02% | 19q | +4.2%+$3.6M |
| Harvest Portfolios Group Inc. | $86.2M | 4,806,357 | 1.22% | 4q | +88.9%+$40.6M |
| CANTOR FITZGERALD, L. P. | $85.6M incl. $32.3M options PUT | 2,976,108 | 0.46% | 6q | HELD |
| ROYAL BANK OF CANADA | $85.3M | 4,754,654 | 0.01% | 21q | -29.7%-$36.0M |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $76.3M | 4,252,871 | 0.26% | 5q | -21.5%-$20.9M |
| Accel Growth Fund V Associates L.L.C. | $73.6M | 4,104,459 | 81.98% | 21q | HELD |
| Bank of New York Mellon Corp | $72.5M | 4,045,236 | 0.01% | 21q | HELD |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $67.6M | 3,772,072 | 0.10% | 2q | +121.4%+$37.1M |
| ARK Investment Management LLC | $67.1M | 3,742,479 | 0.44% | 13q | -2.4%-$1.7M |
| Legal & General Group Plc | $64.7M | 3,608,784 | 0.01% | 19q | +4.6%+$2.8M |
| Swiss National Bank | $64.5M | 3,596,700 | 0.03% | 17q | -3.0%-$2.0M |
| BARCLAYS PLC | $62.3M incl. $28.7M options CALL | 1,872,921 | 0.01% | 18q | -32.9%-$30.5M |
| Coppell Advisory Solutions LLC | $59.7M | 620? | 4.93% | new | |
| BNP PARIBAS FINANCIAL MARKETS | $56.8M incl. $28.7M options CALL+PUT | 1,563,533 | 0.02% | 7q | -67.5%-$117.9M |
| Amova Asset Management Americas, Inc. | $56.1M | 3,132,998 | 0.72% | 13q | HELD |
| LPL Financial LLC | $53.9M incl. $268.9K options PUT | 2,992,786 | 0.01% | 17q | +0.6%+$319.8K |
| Nuveen, LLC | $52.7M | 2,939,704 | 0.01% | 6q | -14.4%-$8.9M |
| CAPITAL FUND MANAGEMENT S.A. | $51.8M incl. $44.6M options CALL+PUT | 403,388 | 0.23% | 14q | +12.7%+$5.8M |
| DAVENPORT & Co LLC | $50.0M | 2,774,855 | 0.25% | 13q | +5492.5%+$49.1M |
| Longitude (Cayman) Ltd. | $49.4M incl. $35.0M options CALL | 807,500 | 15.73% | 18q | +25.2%+$9.9M |
| Parallax Volatility Advisers, L.P. | $46.0M CALL+PUT | options only | 0.08% | 20q | OPTIONS |
| DEUTSCHE BANK AG\ | $44.6M | 2,489,675 | 0.01% | 20q | +53.1%+$15.5M |
| VANGUARD ASSET MANAGEMENT, Ltd | $44.3M | 2,472,601 | 0.03% | 2q | +17.6%+$6.6M |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41.6M | 2,322,047 | 0.18% | 7q | -81.7%-$185.3M |
| NATIONAL BANK OF CANADA /FI/ | $35.0M incl. $7.4M options PUT | 1,543,861 | 0.03% | 19q | +154.5%+$21.3M |
| Point72 Asset Management, L.P. | $33.9M CALL+PUT | options only | 0.04% | 17q | OPTIONS |
| Walleye Capital LLC | $33.6M incl. $26.2M options CALL+PUT | 411,566 | 0.12% | 14q | +59.7%+$12.6M |
| California Public Employees Retirement System | $33.4M | 1,863,200 | 0.02% | 16q | +5.9%+$1.9M |
| Amundi | $32.9M | 1,836,761 | 0.01% | 4q | +7.2%+$2.2M |
| Hudson Bay Capital Management LP | $32.4M incl. $26.9M options PUT | 304,271 | 0.09% | 4q | -75.1%-$97.8M |
| Qube Research & Technologies Ltd | $31.7M CALL+PUT | options only | 0.03% | 7q | OPTIONS |
| MIZUHO MARKETS AMERICAS LLC | $31.5M incl. $9.1M options CALL+PUT | 1,251,169 | 0.49% | 20q | -16.5%-$6.2M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $31.2M | 1,740,160 | 0.03% | 20q | -5.0%-$1.6M |
| Caption Management, LLC | $30.8M CALL | options only | 0.14% | 20q | OPTIONS |
| Jefferies Financial Group Inc. | $30.4M incl. $13.1M options CALL+PUT | 964,203 | 0.20% | 7q | -15.0%-$5.4M |
| Squarepoint Ops LLC | $30.1M incl. $20.3M options CALL+PUT | 548,645 | 0.03% | 18q | -88.4%-$229.3M |
| Clear Street Group Inc. | $30.0M incl. $4.0M options PUT | 1,448,780 | 0.08% | 4q | +30.4%+$7.0M |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $29.6M | 1,648,658 | 0.13% | 10q | +64.9%+$11.6M |
| Marex Group Ltd | $28.3M | 1,580,559 | 0.12% | 6q | +64.9%+$11.1M |
| TREMBLANT CAPITAL GROUP | $28.3M | 1,578,915 | 0.81% | 3q | -1.7%-$492.0K |
| Invesco Ltd. | $27.7M | 1,544,542 | 0.00% | 19q | -2.2%-$628.4K |
| AMERIPRISE FINANCIAL INC | $27.7M | 1,542,568 | 0.01% | 20q | +30.6%+$6.5M |
| Bienville Capital Management, LLC | $27.4M | 1,527,406 | 3.65% | new | NEW |
| Patient Capital Management, LLC | $27.0M | 1,505,629 | 0.88% | 19q | +13.5%+$3.2M |
| NATIXIS | $26.9M PUT | options only | 0.11% | 2q | OPTIONS |
| TUDOR INVESTMENT CORP ET AL | $26.6M incl. $24.0M options CALL+PUT | 145,484 | 0.04% | 8q | HELD |
| RHUMBLINE ADVISERS | $23.9M | 1,333,823 | 0.02% | 17q | +4.0%+$921.7K |
| PRICE T ROWE ASSOCIATES INC /MD/ | $23.4M | 1,304,243 | 0.00% | 21q | +10.5%+$2.2M |
| Man Group plc | $23.3M incl. $20.7M options CALL+PUT | 148,143 | 0.04% | 7q | -86.3%-$147.5M |
| HSBC HOLDINGS PLC | $22.9M incl. $860.8K options PUT | 1,218,499 | 0.01% | 7q | +47.9%+$7.4M |
| LMR Partners LLP | $21.5M PUT | options only | 0.08% | 11q | OPTIONS |
| Alphadyne Asset Management LP | $21.5M CALL+PUT | options only | 0.21% | 4q | OPTIONS |
| TWO SIGMA INVESTMENTS, LP | $21.3M incl. $13.4M options CALL+PUT | 443,247 | 0.02% | 14q | -70.2%-$50.2M |
| PFA Pension, Forsikringsaktieselskab | $20.8M | 1,158,258 | 0.05% | 3q | HELD |
| Sculptor Capital LP | $20.7M PUT | options only | 0.17% | 9q | OPTIONS |
| Diversify Advisory Services, LLC | $19.4M | 1,148,202 | 0.32% | 10q | +27.8%+$4.2M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $19.4M | 1,148,202 | 0.32% | 9q | +10.0%+$1.8M |
| NOMURA HOLDINGS INC | $18.6M incl. $8.5M options CALL+PUT | 560,492 | 0.02% | 14q | +61.0%+$7.0M |
| Trexquant Investment LP | $18.1M | 1,011,994 | 0.11% | 9q | -56.8%-$23.9M |
| JONES FINANCIAL COMPANIES LLLP | $17.8M | 994,992 | 0.01% | 11q | +23.7%+$3.4M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $17.8M | 990,550 | 0.03% | 19q | -1.6%-$294.8K |
| Russell Investments Group, Ltd. | $17.3M | 961,350 | 0.02% | 17q | +76.6%+$7.5M |
| Cetera Investment Advisers | $17.2M incl. $704 options CALL | 957,655 | 0.02% | 20q | +34.8%+$4.4M |
| OSAIC HOLDINGS, INC. | $16.9M incl. $167.8K options CALL+PUT | 931,407 | 0.02% | 21q | +34.9%+$4.4M |
| Rockefeller Capital Management L.P. | $16.7M | 929,800 | 0.03% | 21q | -18.2%-$3.7M |
| SBI Securities Co., Ltd. | $16.6M | 923,128 | 0.38% | 7q | -18.3%-$3.7M |
| Baltimore-Washington Financial Advisors, Inc. | $16.1M | 897,459 | 0.60% | 17q | +2.5%+$384.9K |
Showing the largest 100 of 950 reported holders. The count of 949 above leaves out 1 position whose reported value failed our price check; it is listed here as filed.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-17 | Rishel Jeremy | Chief Technology Officer | Sold | 102,123 | $1.8M |
| 2026-09-21 | Rishel Jeremy | Chief Technology Officer | Sold | 18,624 | $325.9K |
| 2026-06-16 | Noto Anthony | Chief Executive Officer | Bought | 13,888 | $250.8K |
| 2026-05-08 | Noto Anthony | Chief Executive Officer | Bought | 15,878 | $249.8K |
| 2026-05-11 | Noto Anthony | Chief Executive Officer | Bought | 15,545 | $248.8K |
| 2026-08-20 | Keough Kelli | EVP, GBUL, SIPS | Sold | 11,286 | $203.2K |
| 2026-06-22 | Keough Kelli | EVP, GBUL, SIPS | Sold | 10,954 | $190.1K |
| 2026-07-20 | Keough Kelli | EVP, GBUL, SIPS | Sold | 10,954 | $188.3K |
| 2026-09-21 | Keough Kelli | EVP, GBUL, SIPS | Sold | 10,203 | $173.3K |
| 2026-05-20 | Keough Kelli | EVP, GBUL, SIPS | Sold | 10,037 | $155.9K |
| 2026-10-20 | Keough Kelli | EVP, GBUL, SIPS | Sold | 10,203 | $150.2K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 311 | $532.2M | 33,015,027 | 33 | 112 | 82 | 2.7% |
| Q2 2026 | 949 | $17.4B | 658,173,731 | 121 | 383 | 249 | 32.4% |
| Q1 2026 | 953 | $16.8B | 707,288,639 | 111 | 383 | 291 | 33.4% |
| Q4 2025 | 1,026 | $26.9B | 703,059,060 | 144 | 407 | 227 | 31.7% |
| Q3 2025 | 937 | $25.8B | 681,227,906 | 251 | 291 | 232 | 30.2% |
| Q2 2025 | 765 | $15.7B | 581,600,659 | 118 | 302 | 198 | 32.5% |
| Q1 2025 | 725 | $8.3B | 521,496,346 | 126 | 280 | 184 | 27.2% |
| Q4 2024 | 717 | $11.5B | 524,487,845 | 120 | 203 | 216 | 29.7% |
| Q3 2024 | 633 | $5.3B | 512,555,036 | 101 | 208 | 156 | 24.1% |
| Q2 2024 | 602 | $4.2B | 454,892,510 | 71 | 237 | 155 | 27.6% |
| Q1 2024 | 610 | $4.7B | 479,125,292 | 108 | 251 | 124 | 25.6% |
| Q4 2023 | 589 | $5.5B | 391,215,147 | 81 | 200 | 146 | 29.5% |
| Q3 2023 | 528 | $3.9B | 356,036,524 | 66 | 178 | 143 | 27.2% |
| Q2 2023 | 538 | $4.1B | 359,425,052 | 86 | 174 | 148 | 26.4% |
| Q1 2023 | 538 | $2.4B | 319,639,896 | 93 | 161 | 149 | 19.9% |
| Q4 2022 | 512 | $1.9B | 330,074,304 | 82 | 143 | 160 | 18.5% |
| Q3 2022 | 466 | $8.1B | 1,561,849,316 | 72 | 163 | 116 | 5.9% |
| Q2 2022 | 448 | $27.1B | 5,024,994,507 | 122 | 151 | 108 | 2.3% |
| Q1 2022 | 426 | $9.2B | 877,904,296 | 102 | 179 | 90 | 10.2% |
| Q4 2021 | 436 | $16.8B | 972,360,226 | 162 | 160 | 55 | 8.7% |
| Q3 2021 | 308 | $11.5B | 674,109,425 | 144 | 106 | 25 | 6.7% |
| Q2 2021 | 235 | $7.3B | 338,281,322 | 243 | 0 | 0 | 11.4% |
| Q1 2021 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q4 2020 | 2 | $449.2K | 45,098 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.0K | 50 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.0K | 50 | 1 | 0 | 0 | 0.0% |