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$SOFI

Institutional Holdings

50

Top Institutions

Top Institutions

1

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

42,720,908 shares

0.41%

% of Portfolio

2

UBS Group

36,417,201 shares

0.09%

% of Portfolio

3

Renaissance Technologies

2,317,400 shares

0.06%

% of Portfolio

4

Israel Englander - Millennium Management

8,258,468 shares

0.05%

% of Portfolio

5

Mitsubishi Ufj Asset Management Co., Ltd.

4,647,044 shares

0.05%

% of Portfolio

6

BNP Paribas

4,810,367 shares

0.04%

% of Portfolio

7

Jane Street Group

18,018,178 shares

0.04%

% of Portfolio

8

Geode Capital Management

25,982,836 shares

0.03%

% of Portfolio

9

Ken Griffin - Citadel Advisors

11,047,181 shares

0.03%

% of Portfolio

10

Larry Fink - BlackRock

69,557,164 shares

0.02%

% of Portfolio

11

Morgan Stanley

21,258,767 shares

0.02%

% of Portfolio

12

Northern Trust Corp

7,346,665 shares

0.02%

% of Portfolio

13

David Solomon - Goldman Sachs

12,532,569 shares

0.02%

% of Portfolio

14

Charles Schwab

6,470,386 shares

0.02%

% of Portfolio

15

CalPERS

1,759,455 shares

0.02%

% of Portfolio

16

Two Sigma Investments

1,488,290 shares

0.02%

% of Portfolio

17

SG Americas Securities

939,147 shares

0.02%

% of Portfolio

18

State Street Corp

27,315,197 shares

0.01%

% of Portfolio

19

Nuveen

3,433,589 shares

0.01%

% of Portfolio

20

Legal & General

3,450,586 shares

0.01%

% of Portfolio

21

Ensign Peak Advisors

235,432 shares

0.01%

% of Portfolio

22

Cliff Asness - AQR Capital Management

596,609 shares

NaN%

% of Portfolio

23

Invesco

1,579,588 shares

NaN%

% of Portfolio

24

AllianceBernstein (AB)

448,169 shares

NaN%

% of Portfolio

25

Canada Pension Plan Investment Board

266,100 shares

NaN%

% of Portfolio

26

Jan van Eck - VanEck

195,755 shares

NaN%

% of Portfolio

27

T. Rowe Price

1,179,912 shares

NaN%

% of Portfolio

28

Voya Investment Mgmt

92,513 shares

NaN%

% of Portfolio

29

Janus Henderson Group

89,200 shares

NaN%

% of Portfolio

30

Neuberger Berman

55,009 shares

NaN%

% of Portfolio

31

PNC Financial Services

53,793 shares

NaN%

% of Portfolio

32

Robeco Institutional Asset Management

15,960 shares

NaN%

% of Portfolio

33

Franklin Resources

81,929 shares

NaN%

% of Portfolio

34

Fidelity International (FIL)

8,689 shares

NaN%

% of Portfolio

35

Wellington Management

11,037 shares

NaN%

% of Portfolio

36

Mike Hankin - Brown Advisory INC

0 shares

0.00%

% of Portfolio

37

Dmitry Balyasny - Balyasny Asset Management

0 shares

0.00%

% of Portfolio

38

Jefferies Group

1,134,805 shares

0.12%

% of Portfolio

39

Exoduspoint Capital Management, Lp

497,081 shares

0.06%

% of Portfolio

40

Cathie Wood - ARK Investment Management

3,836,003 shares

0.47%

% of Portfolio

41

Nomura Holdings INC

348,175 shares

0.01%

% of Portfolio

42

Verition Fund Management LLC

90,136 shares

0.01%

% of Portfolio

43

PFA Pension

1,160,021 shares

0.06%

% of Portfolio

44

Polen Capital Management

103,345 shares

0.01%

% of Portfolio

45

Macquarie Group LTD

29,495 shares

NaN%

% of Portfolio

46

John P. Calamos, Sr. - Calamos Advisors LLC

21,339 shares

NaN%

% of Portfolio

47

Joel Greenblatt - Gotham Asset Management

16,320 shares

NaN%

% of Portfolio

48

Manning & Napier

21 shares

NaN%

% of Portfolio

49

Paul Tudor Jones - Tudor Investment Corp

0 shares

0.00%

% of Portfolio

50

Bill Miller IV - Patient Capital Management

1,326,246 shares

0.77%

% 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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