13F institutional ownership facts

Institutions tracked

49

Reported value

$369,254,660.00

Reported shares

20,594,236

Latest filing period

Q2 2026

Top institutional holders

  1. David E. Shaw - D.E. Shaw & Co. · $263,423,723 · 0.13%
  2. UBS Group · $630,562,562 · 0.08%
  3. Israel Englander - Millennium Management · $188,147,935 · 0.07%
  4. David Solomon - Goldman Sachs · $631,273,658 · 0.05%
  5. Mitsubishi Ufj Asset Management Co., Ltd. · $93,936,812 · 0.05%
  6. CalPERS · $33,407,176 · 0.02%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$SOFI

Institutional Holdings

49

Top Institutions

Top Institutions

1

David E. Shaw - D.E. Shaw & Co.

14,691,786 shares

0.13%

% of Portfolio

2

UBS Group

35,168,018 shares

0.08%

% of Portfolio

3

Israel Englander - Millennium Management

10,493,471 shares

0.07%

% of Portfolio

4

David Solomon - Goldman Sachs

35,207,678 shares

0.05%

% of Portfolio

5

Mitsubishi Ufj Asset Management Co., Ltd.

5,239,086 shares

0.05%

% of Portfolio

6

CalPERS

1,863,200 shares

0.02%

% of Portfolio

7

Charles Schwab

7,280,268 shares

0.02%

% of Portfolio

8

Geode Capital Management

23,356,377 shares

0.02%

% of Portfolio

9

Larry Fink - BlackRock

72,444,208 shares

0.02%

% of Portfolio

10

Morgan Stanley

19,521,442 shares

0.02%

% of Portfolio

11

Northern Trust Corp

7,620,475 shares

0.02%

% of Portfolio

12

State Street Corp

28,763,660 shares

0.02%

% of Portfolio

13

Jane Street Group

1,476,165 shares

0.00%

% of Portfolio

14

Ken Griffin - Citadel Advisors

1,145,775 shares

0.00%

% of Portfolio

15

Two Sigma Investments

443,247 shares

0.01%

% of Portfolio

16

Amundi

1,836,761 shares

0.01%

% of Portfolio

17

BNP Paribas

1,563,533 shares

0.01%

% of Portfolio

18

Nuveen

2,939,704 shares

0.01%

% of Portfolio

19

SG Americas Securities

615,380 shares

0.01%

% of Portfolio

20

PFA Pension

1,158,258 shares

0.05%

% of Portfolio

21

Ensign Peak Advisors

203,098 shares

0.01%

% of Portfolio

22

Legal & General

3,608,784 shares

0.01%

% of Portfolio

23

Jamie Dimon - JPMorgan Chase

3,652,807 shares

NaN%

% of Portfolio

24

Cliff Asness - AQR Capital Management

557,011 shares

NaN%

% of Portfolio

25

Canada Pension Plan Investment Board

273,500 shares

NaN%

% of Portfolio

26

Jan van Eck - VanEck

224,032 shares

NaN%

% of Portfolio

27

T. Rowe Price

1,304,243 shares

NaN%

% of Portfolio

28

Invesco

1,544,542 shares

NaN%

% of Portfolio

29

Voya Investment Mgmt

99,721 shares

NaN%

% of Portfolio

30

Joel Greenblatt - Gotham Asset Management

16,320 shares

NaN%

% of Portfolio

31

Neuberger Berman

47,709 shares

NaN%

% of Portfolio

32

PNC Financial Services

57,336 shares

NaN%

% of Portfolio

33

Mike Hankin - Brown Advisory INC

12,163 shares

NaN%

% of Portfolio

34

Robeco Institutional Asset Management

14,288 shares

NaN%

% of Portfolio

35

Franklin Resources

79,503 shares

NaN%

% of Portfolio

36

Fidelity International (FIL)

10,701 shares

NaN%

% of Portfolio

37

Wellington Management

12,492 shares

NaN%

% of Portfolio

38

Renaissance Technologies

0 shares

0.00%

% of Portfolio

39

Jefferies Group

964,203 shares

0.11%

% of Portfolio

40

Cathie Wood - ARK Investment Management

3,742,479 shares

0.44%

% of Portfolio

41

Exoduspoint Capital Management, Lp

372,216 shares

0.04%

% of Portfolio

42

Paul Tudor Jones - Tudor Investment Corp

145,484 shares

0.00%

% of Portfolio

43

Nomura Holdings INC

560,492 shares

0.01%

% of Portfolio

44

Polen Capital Management

65,611 shares

0.01%

% of Portfolio

45

Macquarie Group

28,014 shares

NaN%

% of Portfolio

46

Manning & Napier

343 shares

NaN%

% of Portfolio

47

John P. Calamos, Sr. - Calamos Advisors LLC

0 shares

0.00%

% of Portfolio

48

Verition Fund Management LLC

0 shares

0.00%

% of Portfolio

49

Bill Miller IV - Patient Capital Management

1,505,629 shares

0.88%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

40%

LARGE

25%

MEDIUM

20%

SMALL

15%

Geographic Distribution

North America
70%
Europe
15%
Asia Pacific
17%
Other
9%

Institutional Activity

Buyers

45

Sellers

20

Holders

65

New

8

Exited

8

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Insider TradingPRO

Trading Statistics

Insider Buyers

8

Insider Sellers

20

Purchase Value

$10.7M

Role Distribution

CEO
25%
CFO
21%
Director
39%
VP
16%
Other
5%
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RatingPRO

75

B+

Overall Score

Moderate institutional interest with stable holdings

Rating Dimensions

Institutional Ownership
85
Recent Activity
60
Concentration
65
Momentum
65
Stability
71

Recent Actions

New

10

Increased

25

Decreased

8

Exited

2

Total

45

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