SoFi Technologies, Inc. (SOFI) Institutional Ownership & Insider Trading

919 institutions reported holding SoFi Technologies, Inc. shares in 13F filings for the quarter ended 2026-06-30, according to EquiReason's reading of their SEC filings. 27 insider trades on Form 4 since 2025-10-01.

Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason

SOFISoFi Technologies, Inc.Follow SOFI — free

Credit Services · Financials

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Market cap: 18.9B
P/E TTM: 29.8
Dividend yield: 0.0%
52-week: —
Next earnings: 27 Oct, in 3 days

Institutions · all 13F filers

quarter to 30 Jun 2026 · filers in both quarters

919 institutions held 50.7% of the shares. Across filers that reported both quarters, shares held changed -9.2%.

Largest moves, shares (millions)

Institutional flow by quarter

net shares added or trimmed, millions · filers in both quarters

Quarter	Holders	Shares held, M	Change	Increased	New	Decreased	Closed
Jun 26	919	654	-9.2%	356	92	230	97
Mar 26	910	704	+2.4%	360	85	265	157
Dec 25	971	699	+0.6%	375	116	206	73
Sep 25	883	679	+18.9%	260	212	217	64
Jun 25	725	575	+10.3%	270	96	170	64
Mar 25	690	511	-0.8%	260	99	164	84
Dec 24	681	523	+3.0%	190	100	199	66
Sep 24	603	491	+10.0%	196	84	144	52

SoFi Technologies, Inc. — questions

Who owns SoFi Technologies, Inc. stock?: 919 institutions reported SoFi Technologies, Inc. shares in 13F filings for the quarter ended 2026-06-30. The largest: BlackRock, Inc. (5.6%), VANGUARD CAPITAL MANAGEMENT LLC (4.5%), VANGUARD PORTFOLIO MANAGEMENT LLC (3.9%).
Are SoFi Technologies, Inc. insiders buying or selling?: 27 insider trades on Form 4 since 2025-10-01; the full list, with dates, people and plan status, is on this page.

Every figure on this page comes from SoFi Technologies, Inc.'s own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.

How these figures are read: methodology · EquiReason.

Important information. Figures on this page are taken from filings submitted to the U.S. Securities and Exchange Commission (SEC) and processed automatically by EquiReason. They may contain errors, omissions or delays, and EquiReason makes no representation or warranty as to their accuracy, completeness or timeliness. Always verify figures against the original filing on SEC EDGAR before relying on them.

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