SoFi Ownership | Who Owns SoFi?
SoFi Ownership Summary
SoFi is owned by 45.98% institutional investors, 3.40% insiders, and 50.63% retail investors. Vanguard group is the largest institutional shareholder, holding 9.18% of SOFI shares.
SOFI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SoFi | 45.98% | 3.40% | 50.63% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Credit Services Stocks | 39.92% | 8.89% | 51.19% |
| Idea | Digital Banking Stocks List | 60.39% | 7.19% | 32.42% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 98.34M | 9.18% | $1.51B |
| Blackrock | 45.46M | 4.63% | $300.47M |
| Blackrock funding, inc. /de | 47.30M | 4.42% | $728.35M |
| D. e. shaw | 31.32M | 2.92% | $482.30M |
| Two sigma advisers, lp | 19.48M | 1.82% | $299.98M |
| State street | 17.75M | 1.81% | $117.34M |
| Geode capital management | 17.93M | 1.67% | $276.29M |
| Morgan stanley | 15.92M | 1.62% | $105.26M |
| Two sigma investments, lp | 15.87M | 1.48% | $244.35M |
| Dimensional fund advisors lp | 14.31M | 1.34% | $220.40M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Accel growth fund v associates | 4.10M | 60.57% | $63.21M |
| Prentice capital management, lp | 199.58K | 5.30% | $3.07M |
| Berkshire capital | 620.81K | 3.45% | $9.56M |
| Clarity capital partners | 410.28K | 3.27% | $6.32M |
| Patient capital management | 4.25M | 3.02% | $65.48M |
| Longitude | 690.00K | 2.23% | $10.63M |
| Parkside investments | 670.96K | 1.55% | $10.33M |
| Firethorn wealth partners | 200.32K | 1.53% | $3.08M |
| Hanseatic management services | 72.45K | 1.42% | $1.12M |
| Nikko asset management americas | 7.73M | 1.29% | $119.01M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| D. e. shaw | 31.32M | 0.35% | 29.74M |
| Two sigma advisers, lp | 19.48M | 0.69% | 19.48M |
| Two sigma investments, lp | 15.87M | 0.53% | 12.94M |
| Ubs group | 12.54M | 0.04% | 9.03M |
| Vanguard group | 98.34M | 0.03% | 8.90M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Silver lake group | - | - | -31.15M |
| Citadel advisors | 245.42K | 0.00% | -11.60M |
| Dimensional fund advisors lp | 14.31M | 0.05% | -10.41M |
| Marshall wace, llp | 105.95K | 0.00% | -8.29M |
| Jpmorgan chase | 745.86K | 0.00% | -6.73M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Bnp paribas arbitrage, snc | 7.30M | 0.06% | 7.30M | $112.43M |
| Norges bank | 6.73M | 0.01% | 6.73M | $103.68M |
| Voloridge investment management | 4.88M | 0.27% | 4.88M | $75.14M |
| Aquatic capital management | 1.74M | 0.72% | 1.74M | $26.75M |
| Raymond james financial | 940.17K | 0.01% | 940.17K | $14.48M |
Sold Out
| Holder | Change |
|---|---|
| Iron horse wealth management | -4.00 |
| West branch capital | -6.00 |
| Mendota financial group | -7.00 |
| Wetzel investment advisors | -10.00 |
| Family firm | -24.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 710 | 3.35% | 492,496,354 | -0.11% | 45 | 2.17% | 344 | 1.78% | 205 | 28.13% |
| Sep 30, 2024 | 678 | 5.77% | 491,865,600 | 9.46% | 45 | 2.55% | 335 | 5.02% | 156 | -0.64% |
| Jun 30, 2024 | 631 | -3.66% | 449,259,781 | 4.91% | 45 | 2.41% | 310 | -13.17% | 157 | 9.79% |
| Mar 31, 2024 | 655 | 2.83% | 428,252,899 | 14.33% | 43 | 2.77% | 357 | 8.18% | 143 | -5.92% |
| Dec 31, 2023 | 637 | 10.59% | 374,566,669 | 8.39% | 39 | 3.00% | 330 | 27.91% | 152 | -1.30% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 21, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $119.71K |
| Mar 20, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $142.24K |
| Mar 20, 2025 | Rishel Jeremy | Chief Technology Officer | Sell | $867.42K |
| Feb 20, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $141.70K |
| Jan 21, 2025 | Keough Kelli | EVP, GBUL, SIPS | Sell | $156.73K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 1 |
| 2025 Q1 | - | 4 |
| 2024 Q4 | 1 | 14 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | 4 | 2 |
SOFI Ownership FAQ
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