$SOFI

$16.49 +$2.03 (14.0%) Live

$SOFI Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 1.29B shares outstanding

Who owns SOFI?

By type of holder

Institutions 49.8% Insiders 3.9% Everyone else 46.3%

Concentration Top 10 holders own 27.2%

BlackRock, Inc. 5.6% · Vanguard Capital Management LLC 4.5%

Institutional ownership

49.8%

-4.8 pts vs last qtr

Institutional holders

925

-2 vs last qtr

Net shares bought

−62.3M

by institutions in Q2 2026

New / sold out

130 / 132

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Goldman Sachs Group Inc +22.7M
Norges Bank NEW +13.6M

Biggest sellers in Q2 2026

D. E. Shaw & Co., Inc. −28.0M
Qube Research & Technologies Ltd SOLD OUT −16.8M

Who is planning to sell?

Notices of proposed sale, last 12 months

$82.5M

42 notices from 12 people

Shares covered

3.3M

0.26% of the company

Arranged in advance

12%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

The Hutton Living Trust Director $19.4M
Lapointe Christopher Officer $16.6M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2019–FY2025

+1807.6%

+63.46% a year

Each share's claim on the business

−94.8%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$9.37M vs $1.49B

over 7 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years38% 3–5 years43% 1–3 years9% Under 1 year10%

Quarterly turnover

17.7%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting SOFI on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	72.4M	5.61%	+2.9M (+4.2%)	≤2021	0.0%
Shares held by quarter Peak holding72.4M (Q2'26) Change over 8 quarters+27.0M Share of the company5.610% BlackRock, Inc.'s full portfolio →
VC Vanguard Capital Management LLC	57.9M	4.49%	+820.3K (+1.4%)	2021	0.0%
Shares held by quarter Peak holding57.9M (Q2'26) Change over 8 quarters+57.9M Share of the company4.490% Vanguard Capital Management LLC's full portfolio →

BlackRock, Inc.

72.4M

% of company

5.61%

Change vs last qtr

+2.9M (+4.2%)

Held since

≤2021

Vanguard Capital Management LLC

57.9M

% of company

4.49%

Change vs last qtr

+820.3K (+1.4%)

Held since

2021

28 more super investors behind a free account

See every manager holding SoFi Technologies, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting SOFI on Form N-PORT; together they hold 14.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$730M	40.7M	3.15%	0.03%	June 30, 2026
VS Vanguard Small-Cap Index Fund Vanguard Index Funds	$527M	29.4M	2.28%	0.28%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$730M

% of company

3.15%

% of the fund

0.03%

As of

June 30, 2026

Vanguard Small-Cap Index Fund

Vanguard Index Funds

Position value

$527M

% of company

2.28%

% of the fund

0.28%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding SoFi Technologies, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
NA Noto Anthony Insider	12.3M	0.95%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.950% Noto Anthony's insider activity →
LC Lapointe Christopher Insider	1.9M	0.14%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.140% Lapointe Christopher's insider activity →

Noto Anthony

Insider

12.3M

% of company

0.95%

Change vs last qtr

—

Held since

—

Lapointe Christopher

Insider

1.9M

% of company

0.14%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of SoFi Technologies, Inc..

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