SoFi Ownership 2024 | Who Owns SoFi Now?
Institutional Ownership
45.36%
Insider Ownership
3.25%
Retail Ownership
51.39%
Institutional Holders
612.00
SoFi Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.16% | 0.01% | 90,030,057 | 7,203,800 | 8.70% | 595,098,677 | Jun 30, 2024 |
| BLACKROCK INC. | 4.63% | 0.01% | 45,457,402 | 3,657,745 | 8.75% | 300,473,429 | Jun 30, 2024 |
| SILVER LAKE GROUP, L.L.C. | 3.17% | 2.52% | 31,154,165 | - | - | 205,929,031 | Jun 30, 2024 |
| STATE STREET CORP | 1.81% | 0.01% | 17,752,323 | 1,242,854 | 7.53% | 117,342,855,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.76% | 0.01% | 17,260,278 | 1,486,263 | 9.42% | 114,121,885 | Jun 30, 2024 |
| MORGAN STANLEY | 1.62% | 0.01% | 15,924,316 | 847,234 | 5.62% | 105,259,728 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 1.48% | 0.85% | 14,535,772 | -1,687,427 | -10.40% | 96,081,450 | Jun 30, 2024 |
| NORGES BANK | 1.42% | 0.01% | 13,952,298 | 13,952,298 | 100.00% | 92,224,690 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.33% | 0.02% | 13,083,606 | 9,482,683 | 263.34% | 86,478,215 | Jun 30, 2024 |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.17% | 0.06% | 11,457,940 | 690,638 | 6.41% | 75,736,983 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 1.17% | 0.87% | 11,457,940 | 690,638 | 6.41% | 75,736,983 | Jun 30, 2024 |
| UBS GROUP AG | 1.16% | 0.02% | 11,441,200 | 123,600 | 1.09% | 75,626,332 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.65% | 0.06% | 6,357,887 | 3,593,464 | 129.99% | 42,025,633 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.62% | 0.01% | 6,058,740 | 524,248 | 9.47% | 40,048,269 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 0.49% | 0.01% | 4,775,669 | 565,213 | 13.42% | 31,567,172,000 | Jun 30, 2024 |
| ACCEL GROWTH FUND V ASSOCIATES L.L.C. | 0.42% | 33.81% | 4,104,459 | - | - | 27,130,474 | Jun 30, 2024 |
| UBS GROUP AG | 0.42% | 0.01% | 4,094,292 | -226,280 | -5.24% | 27,063,271 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.41% | 0.23% | 4,046,400 | 3,046,400 | 304.64% | 26,746,704 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.41% | 1.22% | 3,995,167 | 319,292 | 8.69% | 26,408,054 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.39% | 0.00% | 3,855,174 | -2,856,684 | -42.56% | 25,482,700 | Jun 30, 2024 |
SoFi's largest institutional shareholder is VANGUARD GROUP INC, holding 9.16% of the company's total share outstanding, currently valued at $595.10M. The top 10 institutional shareholders own together 27.54% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ACCEL GROWTH FUND V ASSOCIATES L.L.C. | 0.42% | 33.81% | 4,104,459 | - | - | 27,130,474 | Jun 30, 2024 |
| GPI CAPITAL, L.P. | 0.38% | 6.55% | 3,749,760 | - | - | 24,785,914 | Jun 30, 2024 |
| LONGITUDE (CAYMAN) LTD. | 0.13% | 5.50% | 1,311,500 | 30,000 | 2.34% | 8,669,015 | Jun 30, 2024 |
| SILVER LAKE GROUP, L.L.C. | 3.17% | 2.52% | 31,154,165 | - | - | 205,929,031 | Jun 30, 2024 |
| PRENTICE CAPITAL MANAGEMENT, LP | 0.02% | 2.33% | 150,117 | 117 | 0.08% | 992,273 | Jun 30, 2024 |
| CLARITY CAPITAL PARTNERS LLC | 0.04% | 1.76% | 435,180 | 48,862 | 12.65% | 2,876,540 | Jun 30, 2024 |
| PATIENT CAPITAL MANAGEMENT, LLC | 0.39% | 1.35% | 3,845,038 | 84,441 | 2.25% | 25,415,698 | Jun 30, 2024 |
| AZORA CAPITAL LP | 0.41% | 1.22% | 3,995,167 | 319,292 | 8.69% | 26,408,054 | Jun 30, 2024 |
| FIRETHORN WEALTH PARTNERS, LLC | 0.03% | 0.95% | 254,680 | 82,701 | 48.09% | 1,683,435 | Jun 30, 2024 |
| NIKKO ASSET MANAGEMENT AMERICAS, INC. | 1.17% | 0.87% | 11,457,940 | 690,638 | 6.41% | 75,736,983 | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 1.48% | 0.85% | 14,535,772 | -1,687,427 | -10.40% | 96,081,450 | Jun 30, 2024 |
| PARKSIDE INVESTMENTS, LLC | 0.08% | 0.83% | 791,435 | -2,775 | -0.35% | 5,231,385 | Jun 30, 2024 |
| B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT | 0.05% | 0.66% | 516,551 | -1,351 | -0.26% | 3,414,403 | Jun 30, 2024 |
| ONCE CAPITAL MANAGEMENT, LLC | 0.03% | 0.62% | 250,000 | - | - | 1,652,500 | Jun 30, 2024 |
| OLD SECOND NATIONAL BANK OF AURORA | 0.03% | 0.55% | 326,198 | -9,557 | -2.85% | 2,156,169 | Jun 30, 2024 |
| SECOND LINE CAPITAL, LLC | 0.02% | 0.49% | 244,446 | 3,200 | 1.33% | 1,615,788 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.31% | 0.48% | 3,045,737 | 2,440,745 | 403.43% | 20,132,322 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.08% | 0.46% | 740,850 | 740,850 | 100.00% | 4,897,019 | Jun 30, 2024 |
| CRAWFORD FUND MANAGEMENT, LLC | 0.03% | 0.46% | 277,500 | 58,000 | 26.42% | 1,834,275 | Jun 30, 2024 |
| KENNEDY INVESTMENT GROUP | 0.01% | 0.39% | 116,100 | 5,200 | 4.69% | 767,421 | Jun 30, 2024 |
The largest SoFi shareholder by % of total assets is ACCEL GROWTH FUND V ASSOCIATES L.L.C.. The company owns 4.10M shares of SoFi (SOFI), representing 33.81% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.42% | 0.01% | 13,952,298 | 13,952,298 | 100.00% | 92,224,690 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.33% | 0.02% | 13,083,606 | 9,482,683 | 263.34% | 86,478,215 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.16% | 0.01% | 90,030,057 | 7,203,800 | 8.70% | 595,098,677 | Jun 30, 2024 |
| BLACKROCK INC. | 4.63% | 0.01% | 45,457,402 | 3,657,745 | 8.75% | 300,473,429 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.65% | 0.06% | 6,357,887 | 3,593,464 | 129.99% | 42,025,633 | Jun 30, 2024 |
| LMR PARTNERS LLP | 0.41% | 0.23% | 4,046,400 | 3,046,400 | 304.64% | 26,746,704 | Jun 30, 2024 |
| BANK OF MONTREAL /CAN/ | 0.31% | 0.01% | 3,064,086 | 2,635,894 | 615.59% | 20,284,249 | Jun 30, 2024 |
| MIZUHO MARKETS AMERICAS LLC | 0.31% | 0.48% | 3,045,737 | 2,440,745 | 403.43% | 20,132,322 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.19% | 0.01% | 1,914,223 | 1,540,312 | 411.95% | 12,653,014 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.76% | 0.01% | 17,260,278 | 1,486,263 | 9.42% | 114,121,885 | Jun 30, 2024 |
| STATE STREET CORP | 1.81% | 0.01% | 17,752,323 | 1,242,854 | 7.53% | 117,342,855,000 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.37% | 0.01% | 3,656,103 | 1,198,802 | 48.79% | 24,167,000 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.16% | 0.00% | 1,587,850 | 1,182,172 | 291.41% | 10,495,688 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.13% | 0.01% | 1,229,300 | 1,099,300 | 845.62% | 8,125,673 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.11% | 0.13% | 1,051,239 | 1,051,239 | 100.00% | 6,948,690 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.24% | 0.00% | 2,368,972 | 1,025,308 | 76.31% | 15,658,905 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.10% | 0.01% | 955,290 | 955,290 | 100.00% | 6,313,815 | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | 0.16% | 0.02% | 1,552,700 | 913,300 | 142.84% | 10,263,347 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.14% | 0.05% | 1,336,023 | 872,623 | 188.31% | 8,831,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.62% | 0.01% | 15,924,316 | 847,234 | 5.62% | 105,259,728 | Jun 30, 2024 |
As of Jun 30 2024, SoFi's largest institutional buyer is NORGES BANK. The company purchased 13.95M stocks of SOFI, valued at $92.22M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHAOLIN CAPITAL MANAGEMENT LLC | - | - | - | -10,000,000 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -5,282,400 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -3,582,296 | -100.00% | - | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.39% | 0.00% | 3,855,174 | -2,856,684 | -42.56% | 25,482,700 | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -2,405,021 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -2,324,152 | -100.00% | - | Jun 30, 2024 |
| ARK INVESTMENT MANAGEMENT LLC | 1.48% | 0.85% | 14,535,772 | -1,687,427 | -10.40% | 96,081,450 | Jun 30, 2024 |
| BARCLAYS PLC | 0.04% | 0.00% | 438,719 | -1,433,660 | -76.57% | 2,899,000 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 3,395 | -1,260,080 | -99.73% | 22,441 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.08% | 0.01% | 810,000 | -1,251,300 | -60.70% | 5,354,100 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.02% | 0.01% | 159,075 | -966,486 | -85.87% | 1,051,484 | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -921,834 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.34% | 0.01% | 3,342,500 | -901,000 | -21.23% | 22,094,000 | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -873,206 | -100.00% | - | Jun 30, 2024 |
| PEAK6 INVESTMENTS LLC | 0.03% | 0.01% | 300,669 | -855,743 | -74.00% | 1,987,422 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.09% | 0.00% | 927,169 | -813,489 | -46.73% | 6,128,587 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.05% | 0.01% | 500,000 | -674,100 | -57.41% | 3,305,000 | Jun 30, 2024 |
| EMG HOLDINGS, L.P. | - | - | - | -668,000 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -500,000 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -422,837 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, SoFi's biggest institutional seller is SHAOLIN CAPITAL MANAGEMENT LLC. The company sold -10.00M shares of SOFI, valued at -.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 1.42% | 0.01% | 13,952,298 | 13,952,298 | 100.00% | 92,224,690 | Jun 30, 2024 |
| KODAI CAPITAL MANAGEMENT LP | 0.11% | 0.13% | 1,051,239 | 1,051,239 | 100.00% | 6,948,690 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.10% | 0.01% | 955,290 | 955,290 | 100.00% | 6,313,815 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.08% | 0.46% | 740,850 | 740,850 | 100.00% | 4,897,019 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | 0.03% | 0.04% | 300,000 | 300,000 | 100.00% | 1,983,000 | Jun 30, 2024 |
| WELLS FARGO & COMPANY/MN | 0.03% | 0.00% | 250,000 | 250,000 | 100.00% | 1,652,500 | Jun 30, 2024 |
| CITIZENS FINANCIAL GROUP INC/RI | 0.02% | 0.02% | 170,132 | 170,132 | 100.00% | 1,124,573 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.02% | 0.17% | 159,125 | 159,125 | 100.00% | 1,051,816 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.00% | 150,000 | 150,000 | 100.00% | 991,500 | Jun 30, 2024 |
| SPIDERROCK ADVISORS, LLC | 0.01% | 0.02% | 126,746 | 126,746 | 100.00% | 837,791 | Jun 30, 2024 |
| HOURGLASS CAPITAL, LLC | 0.01% | 0.22% | 111,000 | 111,000 | 100.00% | 733,710 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 0.01% | 0.00% | 68,846 | 68,846 | 100.00% | 1,858,842 | Jun 30, 2024 |
| HOBBS GROUP ADVISORS, LLC | 0.01% | 0.15% | 61,000 | 61,000 | 100.00% | 403,210 | Jun 30, 2024 |
| BROOKSTONE CAPITAL MANAGEMENT | 0.01% | 0.01% | 60,703 | 60,703 | 100.00% | 475,912 | Jun 30, 2024 |
| ARS INVESTMENT PARTNERS, LLC | 0.01% | 0.04% | 57,301 | 57,301 | 100.00% | 378,760 | Jun 30, 2024 |
| MMBG INVESTMENT ADVISORS CO. | 0.01% | 0.04% | 54,015 | 54,015 | 100.00% | 357,039 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.01% | 0.18% | 51,030 | 51,030 | 100.00% | 337,308 | Jun 30, 2024 |
| 0.00% | 0.03% | 38,344 | 38,344 | 100.00% | 250,770 | Jun 30, 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. | 0.00% | 0.00% | 36,513 | 36,513 | 100.00% | 241,351 | Jun 30, 2024 |
| CREDIT AGRICOLE S A | 0.00% | 0.00% | 34,872 | 34,872 | 100.00% | 230,504 | Jun 30, 2024 |
| PALLAS CAPITAL ADVISORS LLC | 0.00% | 0.01% | 28,020 | 28,020 | 100.00% | 210,991 | Jun 30, 2024 |
| CSS LLC/IL | 0.00% | 0.01% | 23,700 | 23,700 | 100.00% | 156,657 | Jun 30, 2024 |
| REFINED WEALTH MANAGEMENT | 0.00% | 0.12% | 23,031 | 23,031 | 100.00% | 152,235 | Jun 30, 2024 |
| U.S. CAPITAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 15,836 | 15,836 | 100.00% | 104,676 | Jun 30, 2024 |
| TEMPUS WEALTH PLANNING, LLC | 0.00% | 0.04% | 15,786 | 15,786 | 100.00% | 104,345 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.00% | 15,750 | 15,750 | 100.00% | 100,924 | Jun 30, 2024 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 0.00% | 0.02% | 15,000 | 15,000 | 100.00% | 99,150 | Jun 30, 2024 |
| PALISADE CAPITAL MANAGEMENT, LP | 0.00% | 0.00% | 14,500 | 14,500 | 100.00% | 95,845 | Jun 30, 2024 |
| RAYMOND JAMES TRUST N.A. | 0.00% | 0.00% | 14,405 | 14,405 | 100.00% | 95,218 | Jun 30, 2024 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 0.00% | 0.01% | 14,119 | 14,119 | 100.00% | 93,327 | Jun 30, 2024 |
| FULLCIRCLE WEALTH LLC | 0.00% | 0.05% | 14,034 | 14,034 | 100.00% | 99,641 | Jun 30, 2024 |
| CUTTER & CO BROKERAGE, INC. | 0.00% | 0.02% | 14,000 | 14,000 | 100.00% | 92,540 | Jun 30, 2024 |
| VINVA INVESTMENT MANAGEMENT LTD | 0.00% | 0.01% | 13,975 | 13,975 | 100.00% | 137,245 | Jun 30, 2024 |
| CAPITAL INVESTMENT ADVISORY SERVICES, LLC | 0.00% | 0.01% | 12,255 | 12,255 | 100.00% | 81,006 | Jun 30, 2024 |
| SILVERLAKE WEALTH MANAGEMENT LLC | 0.00% | 0.03% | 11,866 | 11,866 | 100.00% | 78,434 | Jun 30, 2024 |
| SCULPTOR CAPITAL LP | 0.00% | 0.00% | 11,500 | 11,500 | 100.00% | 76,015 | Jun 30, 2024 |
| FERMATA ADVISORS, LLC | 0.00% | 0.02% | 11,485 | 11,485 | 100.00% | 75,916 | Jun 30, 2024 |
| WEALTHSPAN PARTNERS, LLC | 0.00% | 0.04% | 11,116 | 11,116 | 100.00% | 73,480 | Jun 30, 2024 |
| PATRIOT FINANCIAL GROUP INSURANCE AGENCY, LLC | 0.00% | 0.01% | 10,735 | 10,735 | 100.00% | 70,958 | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.00% | 10,687 | 10,687 | 100.00% | 69,038 | Jun 30, 2024 |
| ADVISORS MANAGEMENT GROUP INC /ADV | 0.00% | 0.02% | 10,651 | 10,651 | 100.00% | 70,000 | Jun 30, 2024 |
| WESTWOOD HOLDINGS GROUP INC | 0.00% | 0.00% | 10,646 | 10,646 | 100.00% | 70,370 | Jun 30, 2024 |
| IQ EQ FUND MANAGEMENT (IRELAND) LTD | 0.00% | 0.01% | 10,382 | 10,382 | 100.00% | 68,625 | Jun 30, 2024 |
| STEVENS CAPITAL MANAGEMENT LP | 0.00% | 0.02% | 10,314 | 10,314 | 100.00% | 68,000 | Jun 30, 2024 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 0.00% | 0.00% | 10,293 | 10,293 | 100.00% | 68,037 | Jun 30, 2024 |
| RICHMOND BROTHERS, INC. | 0.00% | 0.13% | 10,083 | 10,083 | 100.00% | 66,649 | Jun 30, 2024 |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 0.00% | 0.02% | 10,047 | 10,047 | 100.00% | 39,507,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.00% | 0.00% | 9,902 | 9,902 | 100.00% | 65,452 | Jun 30, 2024 |
| HB WEALTH MANAGEMENT, LLC | 0.00% | 0.00% | 9,000 | 9,000 | 100.00% | 59,490 | Jun 30, 2024 |
| CYRUS J. LAWRENCE, LLC | 0.00% | 0.00% | 2,800 | 2,800 | 100.00% | 18,000 | Jun 30, 2024 |
| LAFFER TENGLER INVESTMENTS | 0.00% | 0.00% | 2,548 | 2,548 | 100.00% | 16,842 | Jun 30, 2024 |
| UNIQUE WEALTH STRATEGIES, LLC | 0.00% | 0.01% | 1,500 | 1,500 | 100.00% | 10,950 | Jun 30, 2024 |
| GLEN EAGLE ADVISORS, LLC | 0.00% | 0.00% | 1,445 | 1,445 | 100.00% | 9,551 | Jun 30, 2024 |
| GPS WEALTH STRATEGIES GROUP, LLC | 0.00% | 0.00% | 1,157 | 1,157 | 100.00% | 7,648 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | 0.00% | 0.00% | 1,070 | 1,070 | 100.00% | 7,073 | Jun 30, 2024 |
| ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 6,610 | Jun 30, 2024 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 0.00% | 0.00% | 1,000 | 1,000 | 100.00% | 6,610 | Jun 30, 2024 |
| BROWN, LISLE/CUMMINGS, INC. | 0.00% | 0.00% | 800 | 800 | 100.00% | 5,288 | Jun 30, 2024 |
| IBEX WEALTH ADVISORS | 0.00% | 0.00% | 500 | 500 | 100.00% | 3,305 | Jun 30, 2024 |
| TRIAD WEALTH PARTNERS, LLC | - | 0.00% | 250 | 250 | 100.00% | 1,653 | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | 0.00% | 239 | 239 | 100.00% | 1,579 | Jun 30, 2024 |
| COPPELL ADVISORY SOLUTIONS LLC | - | 0.00% | 200 | 200 | 100.00% | 1,322 | Jun 30, 2024 |
| PACIFICA PARTNERS INC. | - | 0.00% | 100 | 100 | 100.00% | 651 | Jun 30, 2024 |
| DINUZZO PRIVATE WEALTH, INC. | - | - | 46 | 46 | 100.00% | 305 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 40 | 40 | 100.00% | 265 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | - | 24 | 24 | 100.00% | 159 | Jun 30, 2024 |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | - | - | 6 | 6 | 100.00% | 40 | Jun 30, 2024 |
SoFi's largest new institutional shareholder by number of shares is NORGES BANK, purchased 13.95M shares, valued at $92.22M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SHAOLIN CAPITAL MANAGEMENT LLC | - | - | - | -10,000,000 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -5,282,400 | -100.00% | - | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | - | - | - | -3,582,296 | -100.00% | - | Jun 30, 2024 |
| QUADRATURE CAPITAL LTD | - | - | - | -2,405,021 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -2,324,152 | -100.00% | - | Jun 30, 2024 |
| SEVEN EIGHT CAPITAL, LP | - | - | - | -921,834 | -100.00% | - | Jun 30, 2024 |
| SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | - | - | - | -873,206 | -100.00% | - | Jun 30, 2024 |
| EMG HOLDINGS, L.P. | - | - | - | -668,000 | -100.00% | - | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | - | - | - | -500,000 | -100.00% | - | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | - | - | - | -422,837 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | - | - | - | -405,000 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -232,156 | -100.00% | - | Jun 30, 2024 |
| NOMURA HOLDINGS INC | - | - | - | -173,863 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -159,882 | -100.00% | - | Jun 30, 2024 |
| STRS OHIO | - | - | - | -148,686 | -100.00% | - | Jun 30, 2024 |
| HST VENTURES, LLC | - | - | - | -137,931 | -100.00% | - | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -135,701 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -121,782 | -100.00% | - | Jun 30, 2024 |
| J. GOLDMAN & CO LP | - | - | - | -112,500 | -100.00% | - | Jun 30, 2024 |
| VIRTU FINANCIAL LLC | - | - | - | -91,736 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -89,500 | -100.00% | - | Jun 30, 2024 |
| MONASHEE INVESTMENT MANAGEMENT LLC | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -80,000 | -100.00% | - | Jun 30, 2024 |
| HAP TRADING, LLC | - | - | - | -77,787 | -100.00% | - | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | - | - | - | -74,707 | -100.00% | - | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | - | - | - | -66,503 | -100.00% | - | Jun 30, 2024 |
| VENTURE VISIONARY PARTNERS LLC | - | - | - | -55,833 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -53,000 | -100.00% | - | Jun 30, 2024 |
| CAROLINAS WEALTH CONSULTING LLC | - | - | - | -50,000 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -49,066 | -100.00% | - | Jun 30, 2024 |
| LINCOLN NATIONAL CORP | - | - | - | -43,384 | -100.00% | - | Jun 30, 2024 |
| BEACON POINTE ADVISORS, LLC | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
| GABELLI FUNDS LLC | - | - | - | -37,000 | -100.00% | - | Jun 30, 2024 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | - | - | - | -35,295 | -100.00% | - | Jun 30, 2024 |
| CAPITAL FUND MANAGEMENT S.A. | - | - | - | -32,800 | -100.00% | - | Jun 30, 2024 |
| BALENTINE LLC | - | - | - | -29,288 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -28,796 | -100.00% | - | Jun 30, 2024 |
| QUEST PARTNERS LLC | - | - | - | -28,232 | -100.00% | - | Jun 30, 2024 |
| WELLINGTON WEALTH STRATEGIES, LLC. | - | - | - | -27,728 | -100.00% | - | Jun 30, 2024 |
| OPTIONS SOLUTIONS, LLC | - | - | - | -25,466 | -100.00% | - | Jun 30, 2024 |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | - | - | - | -24,481 | -100.00% | - | Jun 30, 2024 |
| IONIC CAPITAL MANAGEMENT LLC | - | - | - | -20,000 | -100.00% | - | Jun 30, 2024 |
| DDFG, INC | - | - | - | -19,280 | -100.00% | - | Jun 30, 2024 |
| WALDRON PRIVATE WEALTH LLC | - | - | - | -18,798 | -100.00% | - | Jun 30, 2024 |
| ROCKPORT WEALTH LLC | - | - | - | -18,490 | -100.00% | - | Jun 30, 2024 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -18,438 | -100.00% | - | Jun 30, 2024 |
| GUGGENHEIM CAPITAL LLC | - | - | - | -18,411 | -100.00% | - | Jun 30, 2024 |
| ZULLO INVESTMENT GROUP, INC. | - | - | - | -16,500 | -100.00% | - | Jun 30, 2024 |
| ASPIRIANT, LLC | - | - | - | -15,633 | -100.00% | - | Jun 30, 2024 |
| GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. | - | - | - | -15,028 | -100.00% | - | Jun 30, 2024 |
| SIMPLICITY WEALTH,LLC | - | - | - | -13,959 | -100.00% | - | Jun 30, 2024 |
| BLEAKLEY FINANCIAL GROUP, LLC | - | - | - | -13,959 | -100.00% | - | Jun 30, 2024 |
| BURR FINANCIAL SERVICES, LLC | - | - | - | -13,900 | -100.00% | - | Jun 30, 2024 |
| CHEVY CHASE TRUST HOLDINGS, LLC | - | - | - | -13,335 | -100.00% | - | Jun 30, 2024 |
| KINGSVIEW WEALTH MANAGEMENT, LLC | - | - | - | -13,307 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -12,686 | -100.00% | - | Jun 30, 2024 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | - | - | - | -12,550 | -100.00% | - | Jun 30, 2024 |
| BALBOA WEALTH PARTNERS | - | - | - | -12,275 | -100.00% | - | Jun 30, 2024 |
| CANTOR FITZGERALD, L. P. | - | - | - | -12,000 | -100.00% | - | Jun 30, 2024 |
| KRS CAPITAL MANAGEMENT, LLC | - | - | - | -11,420 | -100.00% | - | Jun 30, 2024 |
| COLUMBIA ASSET MANAGEMENT | - | - | - | -11,185 | -100.00% | - | Jun 30, 2024 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | - | - | - | -10,897 | -100.00% | - | Jun 30, 2024 |
| WEDBUSH SECURITIES INC | - | - | - | -10,700 | -100.00% | - | Jun 30, 2024 |
| MONETA GROUP INVESTMENT ADVISORS LLC | - | - | - | -10,652 | -100.00% | - | Jun 30, 2024 |
| QSEMBLE CAPITAL MANAGEMENT, LP | - | - | - | -10,460 | -100.00% | - | Jun 30, 2024 |
| WEDMONT PRIVATE CAPITAL | - | - | - | -10,452 | -100.00% | - | Jun 30, 2024 |
| WAGNER WEALTH MANAGEMENT, LLC | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
| DAIWA SECURITIES GROUP INC. | - | - | - | -9,735 | -100.00% | - | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | - | - | - | -8,432 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -7,829 | -100.00% | - | Jun 30, 2024 |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | - | - | - | -5,110 | -100.00% | - | Jun 30, 2024 |
| ORION CAPITAL MANAGEMENT LLC | - | - | - | -5,000 | -100.00% | - | Jun 30, 2024 |
| PISCATAQUA SAVINGS BANK | - | - | - | -3,000 | -100.00% | - | Jun 30, 2024 |
| MANCHESTER CAPITAL MANAGEMENT LLC | - | - | - | -2,676 | -100.00% | - | Jun 30, 2024 |
| COMPAGNIE LOMBARD ODIER SCMA | - | - | - | -2,200 | -100.00% | - | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | - | -2,109 | -100.00% | - | Jun 30, 2024 |
| FIDELIS CAPITAL PARTNERS, LLC | - | - | - | -2,106 | -100.00% | - | Jun 30, 2024 |
| YHB INVESTMENT ADVISORS, INC. | - | - | - | -1,500 | -100.00% | - | Jun 30, 2024 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| ASSETMARK, INC | - | - | - | -1,000 | -100.00% | - | Jun 30, 2024 |
| CHERRY TREE WEALTH MANAGEMENT, LLC | - | - | - | -427 | -100.00% | - | Jun 30, 2024 |
| VIMA LLC | - | - | - | -333 | -100.00% | - | Jun 30, 2024 |
| CONCURRENT INVESTMENT ADVISORS, LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | - | - | - | -150 | -100.00% | - | Jun 30, 2024 |
| PITTENGER & ANDERSON INC | - | - | - | -75 | -100.00% | - | Jun 30, 2024 |
| SJS INVESTMENT CONSULTING INC. | - | - | - | -54 | -100.00% | - | Jun 30, 2024 |
| WEST BRANCH CAPITAL LLC | - | - | - | -6 | -100.00% | - | Jun 30, 2024 |
| IRON HORSE WEALTH MANAGEMENT, LLC | - | - | - | -4 | -100.00% | - | Jun 30, 2024 |
SoFi's largest sold out institutional shareholder by shares sold is SHAOLIN CAPITAL MANAGEMENT LLC, sold -10.00M shares, valued at -, as of undefined.
SoFi Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| AGF Investments Trust | 6.24% | -117,963 | 23,841 | -16.81% | Mar 31, 2024 |
| Alger ETF Trust | 4.78% | 33,960 | - | - | Dec 31, 2023 |
| Gabelli ETFs Trust | 2.40% | 32,000 | 32,000 | - | Dec 29, 2023 |
| T. Rowe Price Growth Stock Fund, Inc. | 2.01% | 12,394,798 | - | - | Mar 31, 2024 |
| GABELLI CONVERTIBLE & INCOME SECURITIES FUND INC | 1.58% | 1,250,000 | - | - | Dec 29, 2023 |
| Collaborative Investment Series Trust | 1.54% | 239,963 | - | - | Mar 31, 2024 |
| ELLSWORTH GROWTH & INCOME FUND LTD | 1.50% | 2,100,000 | - | - | Dec 29, 2023 |
| BANCROFT FUND LTD | 1.44% | 2,000,000 | - | - | Dec 29, 2023 |
| Virtus Equity & Convertible Income Fund | 1.35% | 2,680,000 | - | - | Jan 31, 2024 |
| Virtus Dividend, Interest & Premium Strategy Fund | 1.34% | 3,180,000 | - | - | Jan 31, 2024 |
| TETON WESTWOOD FUNDS | 1.16% | 750,000 | - | - | Dec 29, 2023 |
| Virtus Diversified Income & Convertible Fund | 1.12% | 2,280,000 | - | - | Jan 31, 2024 |
| DEUTSCHE DWS VARIABLE SERIES I | 1.10% | 394,483 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.09% | 900,000 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 1.07% | 560,054 | - | - | Mar 31, 2024 |
| Virtus Artificial Intelligence & Technology Opportunities Fund | 1.00% | 3,925,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.85% | 700,000 | - | - | Dec 31, 2023 |
| T. Rowe Price Financial Services Fund, Inc. | 0.79% | 637,333 | - | - | Mar 31, 2024 |
| Calamos Dynamic Convertible & Income Fund | 0.62% | 4,750,000 | - | - | Jan 31, 2024 |
| Virtus Investment Trust | 0.62% | 21,245,000 | - | - | Mar 28, 2024 |
| Jacob Funds Inc. | 0.55% | 126,190 | 15,452 | 13.95% | Feb 29, 2024 |
| Virtus Strategy Trust | 0.55% | 11,645,000 | - | - | Mar 28, 2024 |
| Insight Select Income Fund | 0.52% | 998,011 | -100,988 | -9.19% | Mar 28, 2024 |
| CALAMOS CONVERTIBLE OPPORTUNITIES & INCOME FUND | 0.50% | 5,750,000 | - | - | Jan 31, 2024 |
| CALAMOS CONVERTIBLE & HIGH INCOME FUND | 0.48% | 6,000,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund | 0.43% | 2,135,000 | - | - | Jan 31, 2024 |
| Virtus Convertible & Income Fund II | 0.41% | 1,560,000 | - | - | Jan 31, 2024 |
| Ark ETF Trust | 0.31% | 2,505,352 | 1,248,564 | 99.35% | Jan 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.31% | 8,660,000 | - | - | Dec 31, 2023 |
| Ultimus Managers Trust | 0.30% | 3,500,000 | - | - | Feb 29, 2024 |
| MSS Series Trust | 0.28% | 21,000 | 3,500 | 20.00% | Feb 29, 2024 |
| ADVENT CONVERTIBLE & INCOME FUND | 0.28% | 948,000 | -2,000,000 | -67.84% | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.27% | 224,576 | - | - | Dec 31, 2023 |
| Natixis ETF Trust | 0.27% | 54,332 | - | - | Mar 31, 2024 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.26% | 4,000,000 | - | - | Mar 31, 2024 |
| FIDELITY FINANCIAL TRUST | 0.25% | 4,411,000 | - | - | Feb 29, 2024 |
| Federated Hermes Adjustable Rate Securities Trust | 0.23% | 348,503 | - | - | Feb 29, 2024 |
| FRANKLIN STRATEGIC SERIES | 0.23% | 1,934,271 | - | - | Jan 31, 2024 |
| MASSMUTUAL PREMIER FUNDS | 0.23% | 6,398,700 | - | - | Dec 31, 2023 |
| BARON SELECT FUNDS | 0.23% | 2,361,774 | - | - | Mar 31, 2024 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.22% | 6,607 | - | - | Mar 31, 2024 |
| Calvert Responsible Index Series, Inc. | 0.19% | 318,399 | - | - | Mar 31, 2024 |
| VANGUARD INDEX FUNDS | 0.18% | 77,551,477 | -12,273,051 | -13.66% | Mar 31, 2024 |
| Tributary Funds, Inc. | 0.18% | 925,692 | -41,001 | -4.24% | Dec 31, 2023 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.18% | 326,087 | - | - | Mar 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.18% | 683,931 | -82,947 | -10.82% | Jan 31, 2024 |
| RIVERPARK FUNDS TRUST | 0.17% | 1,456,453 | - | - | Dec 31, 2023 |
| Securian Funds Trust | 0.17% | 1,692,191 | -77,991 | -4.41% | Mar 31, 2024 |
| CALAMOS INVESTMENT TRUST/IL | 0.17% | 17,250,000 | - | - | Jan 31, 2024 |
| PFM Multi-Manager Series Trust | 0.15% | 124,368 | - | - | Dec 31, 2023 |
| Miller Investment Trust | 0.15% | 1,350,000 | 1,350,000 | - | Jan 31, 2024 |
| Trust for Advised Portfolios | 0.15% | 3,000,000 | - | - | Dec 31, 2023 |
| Federated Hermes Fixed Income Securities, Inc. | 0.15% | 1,400,000 | - | - | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.14% | 118,044 | - | - | Dec 31, 2023 |
| REYNOLDS FUNDS INC | 0.12% | 1,400 | - | - | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.12% | 8,057,000 | - | - | Feb 29, 2024 |
| Voya Separate Portfolios Trust | 0.12% | 2,881,130 | - | - | Feb 29, 2024 |
| BNY Mellon Absolute Insight Funds, Inc. | 0.11% | 2,135,039 | -65,960 | -3.00% | Jan 31, 2024 |
| Tributary Funds, Inc. | 0.11% | 579,056 | -30,211 | -4.96% | Dec 31, 2023 |
| Voya INTERMEDIATE BOND PORTFOLIO | 0.11% | 5,000,000 | - | - | Mar 31, 2024 |
| BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) | 0.11% | 790,099 | - | - | Mar 31, 2024 |
| LoCorr Investment Trust | 0.11% | 2,794,444 | -128,793 | -4.41% | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.10% | 2,000,000 | - | - | Mar 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.10% | 22,427 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.10% | 3,176,000 | - | - | Mar 31, 2024 |
| BLACKROCK LARGE CAP SERIES FUNDS, INC. | 0.09% | 4,126,000 | - | - | Feb 29, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.09% | 1,810,972 | - | - | Mar 31, 2024 |
| SCHRODER SERIES TRUST | 0.09% | 72,950 | - | - | Oct 31, 2021 |
| Tributary Funds, Inc. | 0.09% | 460,030 | - | - | Dec 31, 2023 |
| ADVISORS' INNER CIRCLE FUND | 0.08% | 2,000,000 | - | - | Jan 31, 2024 |
| Tributary Funds, Inc. | 0.08% | 396,818 | -31,750 | -7.41% | Dec 31, 2023 |
| Voya FUNDS TRUST | 0.07% | 19,943,682 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.07% | 758,000 | - | - | Mar 31, 2024 |
| FIDELITY COMMONWEALTH TRUST | 0.07% | 220,869 | 3,596 | 1.66% | Feb 29, 2024 |
| PFM Multi-Manager Series Trust | 0.07% | 56,770 | - | - | Dec 31, 2023 |
| Tributary Funds, Inc. | 0.07% | 343,637 | -32,306 | -8.59% | Dec 31, 2023 |
| COMMERCE FUNDS | 0.07% | 1,332,854 | -127,692 | -8.74% | Jan 31, 2024 |
| AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.06% | 2,000,000 | -8,300,000 | -80.58% | Mar 31, 2024 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.06% | 148,789 | 148,789 | - | Mar 31, 2024 |
| Voya BALANCED PORTFOLIO INC | 0.06% | 95,827 | - | - | Mar 31, 2024 |
| Voya Separate Portfolios Trust | 0.06% | 1,525,000 | - | - | Feb 29, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.06% | 1,256,735 | - | - | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.06% | 1,243,513 | - | - | Mar 31, 2024 |
| SEI Catholic Values Trust | 0.06% | 156,629 | - | - | Feb 29, 2024 |
| TIAA-CREF LIFE FUNDS | 0.06% | 156,746 | - | - | Mar 31, 2024 |
| Columbia Funds Variable Series Trust II | 0.06% | 1,799,001 | -82,914 | -4.41% | Mar 31, 2024 |
| 1WS Credit Income Fund | 0.05% | 135,353 | - | - | Jan 31, 2024 |
| NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.05% | 96,082 | - | - | Mar 31, 2024 |
| Voya Separate Portfolios Trust | 0.05% | 1,250,000 | - | - | Mar 31, 2024 |
| Voya INTERMEDIATE BOND PORTFOLIO | 0.05% | 2,270,272 | -229,727 | -9.19% | Mar 31, 2024 |
| ALLSPRING MASTER TRUST | 0.05% | 3,305,956 | -164,151 | -4.73% | Feb 29, 2024 |
| LoCorr Investment Trust | 0.05% | 1,283,576 | - | - | Mar 31, 2024 |
| FIDELITY MT VERNON STREET TRUST | 0.05% | 1,423,784 | - | - | Feb 29, 2024 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.05% | 146,200 | - | - | Jan 31, 2024 |
| Securian Funds Trust | 0.05% | 459,260 | - | - | Mar 31, 2024 |
| Weiss Strategic Interval Fund | 0.04% | 145,387 | 145,387 | - | Sep 30, 2022 |
| Securian Funds Trust | 0.04% | 437,851 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.04% | 9,006,071 | 364,330 | 4.22% | Feb 29, 2024 |
| Catholic Responsible Investments Funds | 0.04% | 1,510,432 | - | - | Jan 31, 2023 |
| T. Rowe Price Equity Series, Inc. | 0.04% | 68,712 | - | - | Mar 31, 2024 |
SoFi's largest mutual fund holder by % of total assets is "AGF Investments Trust", owning -0.12M shares, compromising 6.24% of its total assets.
SoFi Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 612 | -6.42% |
| 31 Mar, 24 | 654 | 2.83% |
| 31 Dec, 23 | 636 | 10.61% |
| 30 Sep, 23 | 575 | -1.37% |
| 30 Jun, 23 | 583 | 0.87% |
| 31 Mar, 23 | 578 | 3.40% |
| 31 Dec, 22 | 559 | 8.75% |
| 30 Sep, 22 | 514 | 3.63% |
| 30 Jun, 22 | 496 | 3.12% |
| 31 Mar, 22 | 481 | -0.21% |
| 31 Dec, 21 | 482 | 37.71% |
| 30 Sep, 21 | 350 | 27.27% |
| 30 Jun, 21 | 275 | 27400.00% |
| 31 Mar, 21 | 1 | -50.00% |
| 31 Dec, 20 | 2 | 100.00% |
| 30 Sep, 20 | 1 | - |
| 30 Jun, 20 | 1 | - |
| 31 Mar, 20 | 1 | - |
| 31 Dec, 19 | 1 | - |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
| 30 Sep, 11 | 1 | - |
As of 30 Jun 24, 612 institutions are holding SoFi's shares, representing a decrease of -6.42% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 445,688,524 | 4.17% |
| 31 Mar, 24 | 427,852,889 | 14.30% |
| 31 Dec, 23 | 374,316,659 | 8.32% |
| 30 Sep, 23 | 345,569,328 | -3.75% |
| 30 Jun, 23 | 359,024,304 | 13.33% |
| 31 Mar, 23 | 316,797,907 | -3.44% |
| 31 Dec, 22 | 328,081,908 | -0.54% |
| 30 Sep, 22 | 329,860,586 | -17.60% |
| 30 Jun, 22 | 400,302,976 | 1.23% |
| 31 Mar, 22 | 395,447,678 | -6.57% |
| 31 Dec, 21 | 423,274,625 | 21.17% |
| 30 Sep, 21 | 349,323,342 | 10.44% |
| 30 Jun, 21 | 316,291,636 | 632583172.00% |
| 31 Mar, 21 | 50 | -99.89% |
| 31 Dec, 20 | 45,098 | 90096.00% |
| 30 Sep, 20 | 50 | - |
| 30 Jun, 20 | 50 | - |
| 31 Mar, 20 | 50 | - |
| 31 Dec, 19 | 50 | - |
| 30 Sep, 19 | 50 | - |
| 30 Jun, 19 | 50 | - |
| 31 Mar, 19 | 50 | - |
| 30 Sep, 11 | 21,698 | - |
SoFi (SOFI) has 445.69M shares outstanding as of 30 Jun 24, up 4.17% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 45.36% | 2.39% |
| 31 Mar, 24 | 43.54% | 2.78% |
| 31 Dec, 23 | 39.61% | 3.00% |
| 30 Sep, 23 | 36.33% | 2.47% |
| 30 Jun, 23 | 38.33% | 3.30% |
| 31 Mar, 23 | 34.09% | 2.57% |
| 31 Dec, 22 | 36.42% | 2.81% |
| 30 Sep, 22 | 35.98% | 1.86% |
| 30 Jun, 22 | 43.99% | 2.05% |
| 31 Mar, 22 | 46.37% | 1.72% |
| 31 Dec, 21 | 51.97% | 2.83% |
| 30 Sep, 21 | 42.89% | 0.57% |
| 30 Jun, 21 | 86.65% | - |
| 31 Mar, 21 | - | 8.87% |
| 31 Dec, 20 | 0.01% | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 30 Sep, 11 | 0.01% | - |
As of 30 Jun 24, SoFi is held by 45.36% institutional shareholders, representing a 2.39% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 300 | -15.73% |
| 31 Mar, 24 | 356 | 8.21% |
| 31 Dec, 23 | 329 | 27.52% |
| 30 Sep, 23 | 258 | -3.37% |
| 30 Jun, 23 | 267 | 1.52% |
| 31 Mar, 23 | 263 | -2.23% |
| 31 Dec, 22 | 269 | 8.03% |
| 30 Sep, 22 | 249 | -7.78% |
| 30 Jun, 22 | 270 | -6.25% |
| 31 Mar, 22 | 288 | -14.79% |
| 31 Dec, 21 | 338 | 35.20% |
| 30 Sep, 21 | 250 | 7.76% |
| 30 Jun, 21 | 232 | - |
| 31 Mar, 21 | - | -100.00% |
| 31 Dec, 20 | 1 | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
| 30 Sep, 11 | 1 | - |
300 institutional shareholders have increased their position in SOFI stock as of 30 Jun 24 compared to 356 in the previous quarter (a -15.73% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 152 | 6.29% |
| 31 Mar, 24 | 143 | -5.92% |
| 31 Dec, 23 | 152 | -1.30% |
| 30 Sep, 23 | 154 | 4.05% |
| 30 Jun, 23 | 148 | -4.52% |
| 31 Mar, 23 | 155 | 1.97% |
| 31 Dec, 22 | 152 | 25.62% |
| 30 Sep, 22 | 121 | 12.04% |
| 30 Jun, 22 | 108 | 18.68% |
| 31 Mar, 22 | 91 | 37.88% |
| 31 Dec, 21 | 66 | 127.59% |
| 30 Sep, 21 | 29 | - |
| 30 Jun, 21 | - | - |
| 31 Mar, 21 | - | - |
| 31 Dec, 20 | - | - |
| 30 Sep, 20 | - | - |
| 30 Jun, 20 | - | - |
| 31 Mar, 20 | - | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
| 30 Sep, 11 | - | - |
152 institutional shareholders have reduced their position in SOFI stock as of 30 Jun 24 compared to 143 in the previous quarter (a 6.29% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 612 | -6.42% | 445,688,524 | 4.17% | 45.36% | 2.39% | 300 | -15.73% | 152 | 6.29% |
| 31 Mar, 24 | 654 | 2.83% | 427,852,889 | 14.30% | 43.54% | 2.78% | 356 | 8.21% | 143 | -5.92% |
| 31 Dec, 23 | 636 | 10.61% | 374,316,659 | 8.32% | 39.61% | 3.00% | 329 | 27.52% | 152 | -1.30% |
| 30 Sep, 23 | 575 | -1.37% | 345,569,328 | -3.75% | 36.33% | 2.47% | 258 | -3.37% | 154 | 4.05% |
| 30 Jun, 23 | 583 | 0.87% | 359,024,304 | 13.33% | 38.33% | 3.30% | 267 | 1.52% | 148 | -4.52% |
| 31 Mar, 23 | 578 | 3.40% | 316,797,907 | -3.44% | 34.09% | 2.57% | 263 | -2.23% | 155 | 1.97% |
| 31 Dec, 22 | 559 | 8.75% | 328,081,908 | -0.54% | 36.42% | 2.81% | 269 | 8.03% | 152 | 25.62% |
| 30 Sep, 22 | 514 | 3.63% | 329,860,586 | -17.60% | 35.98% | 1.86% | 249 | -7.78% | 121 | 12.04% |
| 30 Jun, 22 | 496 | 3.12% | 400,302,976 | 1.23% | 43.99% | 2.05% | 270 | -6.25% | 108 | 18.68% |
| 31 Mar, 22 | 481 | -0.21% | 395,447,678 | -6.57% | 46.37% | 1.72% | 288 | -14.79% | 91 | 37.88% |
| 31 Dec, 21 | 482 | 37.71% | 423,274,625 | 21.17% | 51.97% | 2.83% | 338 | 35.20% | 66 | 127.59% |
| 30 Sep, 21 | 350 | 27.27% | 349,323,342 | 10.44% | 42.89% | 0.57% | 250 | 7.76% | 29 | - |
| 30 Jun, 21 | 275 | 27400.00% | 316,291,636 | 632583172.00% | 86.65% | - | 232 | - | - | - |
| 31 Mar, 21 | 1 | -50.00% | 50 | -99.89% | - | 8.87% | - | -100.00% | - | - |
| 31 Dec, 20 | 2 | 100.00% | 45,098 | 90096.00% | 0.01% | - | 1 | - | - | - |
| 30 Sep, 20 | 1 | - | 50 | - | - | - | - | - | - | - |
| 30 Jun, 20 | 1 | - | 50 | - | - | - | - | - | - | - |
| 31 Mar, 20 | 1 | - | 50 | - | - | - | - | - | - | - |
| 31 Dec, 19 | 1 | - | 50 | - | - | - | - | - | - | - |
| 30 Sep, 19 | 1 | - | 50 | - | - | - | - | - | - | - |
| 30 Jun, 19 | 1 | - | 50 | - | - | - | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 50 | - | - | - | 1 | - | - | - |
| 30 Sep, 11 | 1 | - | 21,698 | - | 0.01% | - | 1 | - | - | - |
SoFi Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of SoFi's stock was made by Pinto Arun on Aug 16 2024, selling 90,777 shares at - per share (valued at -).
SoFi Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 3 | 4 | 75.00% |
| Q2 2024 | 13 | 20 | 65.00% |
| Q1 2024 | 16 | 19 | 84.21% |
| Q4 2023 | 12 | 22 | 54.55% |
| Q3 2023 | 20 | 20 | 100.00% |
| Q2 2023 | 20 | 29 | 68.97% |
| Q1 2023 | 15 | 24 | 62.50% |
| Q4 2022 | 17 | 24 | 70.83% |
| Q3 2022 | 24 | 25 | 96.00% |
| Q2 2022 | 24 | 37 | 64.86% |
| Q1 2022 | 28 | 36 | 77.78% |
| Q4 2021 | 20 | 43 | 46.51% |
| Q3 2021 | 52 | 54 | 96.30% |
| Q2 2021 | 89 | 3 | 2966.67% |
| Q1 2021 | 1 | - | - |
| Q4 2020 | - | 2 | - |
3 total buy trades, and 4 total sell trades (buy/sell ratio of 0.75%) were made by SoFi's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | - | - |
| Q2 2024 | 4 | 2 | 200.00% |
| Q1 2024 | - | 1 | - |
| Q4 2023 | 3 | 4 | 75.00% |
| Q3 2023 | - | 1 | - |
| Q2 2023 | 4 | 4 | 100.00% |
| Q1 2023 | 2 | 2 | 100.00% |
| Q4 2022 | 5 | - | - |
| Q3 2022 | 1 | 4 | 25.00% |
| Q2 2022 | 15 | 1 | 1500.00% |
| Q1 2022 | 11 | 2 | 550.00% |
| Q4 2021 | 1 | 7 | 14.29% |
| Q3 2021 | 10 | 4 | 250.00% |
| Q2 2021 | - | - | - |
| Q1 2021 | 1 | - | - |
| Q4 2020 | - | - | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of SoFi's stocks.
SOFI Ownership FAQ
Who Owns SoFi?
SoFi is owned by institutional shareholders (45.36%), insiders (3.25%), and public (51.39%). The largest institutional shareholder of SoFi is VANGUARD GROUP INC (9.16% of total shares) and the top mutual fund owner is AGF Investments Trust (6.24% of total shares).
Who are the major institutional shareholders of SoFi?
SoFi's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., SILVER LAKE GROUP, L.L.C., STATE STREET CORP, and GEODE CAPITAL MANAGEMENT, LLC. The top five shareholders own together 20.52% of the company's share outstanding.
How many SoFi shareholders are there?
As of Jun 2024, there are 612 institutional shareholders of SoFi.
What percentage of SoFi is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 90.03M shares of SoFi, representing 9.16% of the company's total shares outstanding, valued at $595.1M (as of Jun 2024).
What percentage of SoFi is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 45.46M shares of SoFi (SOFI), compromising 4.63% of the company, valued at $300.47M.
What percentage of SoFi is owned by SILVER LAKE GROUP, L.L.C?
SILVER LAKE GROUP, L.L.C is the third largest holder of SoFi. The company owns 31.15M of the company's shares outstanding (worth $205.93M).