SoFi Technologies, Inc. hedge fund holdings
SOFINASDAQ$15.92+0.15 (+0.95%)as of Oct 5, 2026
Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.
Price vs funds buying and selling
SOFI · close · 13FReported Aug 14, 2026Price vs funds buying and selling data
Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (-39.6%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.
| Date | Category | Person | Role | Action | Amount | Change in holding |
|---|
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.Price and fund activity data
| Quarter | Funds buying | Funds selling | Bought | Sold | Filers | Reported |
|---|---|---|---|---|---|---|
| Q2 2025 | 305 | 195 | $2.03B | $869M | 698 | Aug 14, 2025 |
| Q3 2025 | 421 | 249 | $5B | $2.29B | 870 | Nov 14, 2025 |
| Q4 2025 | 402 | 236 | $2.12B | $1.98B | 955 | Feb 14, 2026 |
| Q1 2026 | 386 | 369 | $2.17B | $2.16B | 880 | May 15, 2026 |
| Q2 2026 | 360 | 271 | $1.35B | $2.55B | 872 | Aug 14, 2026 |
Quarterly action breakdown
Q2 2026
872 filersNew position
97$119M+6.61M sh
Increased
263$1.23B+68.7M sh
Reduced
171-$2.01B-112M sh
Out / sold
100-$548M-30.6M sh
Last 4 quarters · free
Reported Aug 14, 2026
| Fund | Action | Change in dollar | Value | % of portfolio | Reported |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | Reduce 81.65% | -$185M | $41.6M | 0.18% | Aug 14, 2026 |
| Defiance ETFs, LLC | Sell 100% | -$85M | $0 | 0.00% | Aug 14, 2026 |
| DAVENPORT & Co LLC | Added 5492.55% | +$49.1M | $50M | 0.25% | Jul 13, 2026 |
| Daiwa Securities Group Inc. | Reduce 94.78% | -$48.9M | $2.69M | 0.01% | Jul 31, 2026 |
| Harvest Portfolios Group Inc. | Added 88.92% | +$40.6M | $86.2M | 1.22% | Aug 13, 2026 |
| Healthcare of Ontario Pension Plan Trust Fund | Added 121.37% | +$37.1M | $67.6M | 0.10% | Aug 13, 2026 |
| National Pension Service | Reduce 96.05% | -$31.3M | $1.29M | 0.00% | Aug 13, 2026 |
| Bienville Capital Management, LLC | New Buy | +$27.4M | $27.4M | 3.65% | Aug 13, 2026 |
| IMC-Chicago, LLC | Reduce 55.92% | -$23.1M | $18.2M | 0.00% | Aug 6, 2026 |
| Worldquant Millennium Advisors LLC | Reduce 21.50% | -$20.9M | $76.3M | 0.26% | Aug 14, 2026 |
| First Trust Advisors LP | Reduce 97.95% | -$20.3M | $424K | 0.00% | Aug 11, 2026 |
| Sierra Summit Advisors LLC | New Buy | +$16.1M | $16.1M | 1.79% | Jul 20, 2026 |
| FORA Capital, LLC | Reduce 60.73% | -$15.9M | $10.3M | 0.71% | Aug 13, 2026 |
| Quantitative Investment Management, LLC | Reduce 98.49% | -$13.4M | $206K | 0.02% | Aug 14, 2026 |
| State of Michigan Retirement System | Added 64.87% | +$11.6M | $29.6M | 0.13% | Jul 30, 2026 |
| Convergence Financial, LLC | New Buy | +$10.8M | $10.8M | 0.86% | Aug 5, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | Added 12.74% | +$10.6M | $93.9M | 0.05% | Aug 7, 2026 |
| DNB Asset Management AS | Added 180.18% | +$10M | $15.6M | 0.04% | Aug 11, 2026 |
| Covenant Asset Management, LLC | New Buy | +$7.76M | $7.76M | 1.31% | Jul 20, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | New Buy | +$6.85M | $6.85M | 0.01% | Aug 14, 2026 |
| Tredje AP-fonden | Added 84.83% | +$6.77M | $14.7M | 0.07% | Aug 10, 2026 |
| Mn Services Vermogensbeheer B.V. | New Buy | +$6.66M | $6.66M | 0.05% | Jul 31, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | Added 17.60% | +$6.64M | $44.3M | 0.03% | Aug 13, 2026 |
| Zacks Investment Management | Reduce 96.73% | -$5.76M | $195K | 0.00% | Aug 13, 2026 |
| KBC Group NV | Reduce 63.93% | -$5.73M | $3.23M | 0.01% | Aug 5, 2026 |
| LGT Group Foundation | Added 96.90% | +$5.35M | $10.9M | 0.12% | Aug 10, 2026 |
| Mizuho Markets Americas LLC | Reduce 16.52% | -$4.44M | $22.4M | 0.35% | Jul 24, 2026 |
| Voleon Capital Management LP | Reduce 88.01% | -$4.42M | $602K | 0.01% | Aug 14, 2026 |
| Diversify Advisory Services, LLC | Added 27.77% | +$4.21M | $19.4M | 0.32% | Aug 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | Reduce 99.65% | -$4.14M | $14.4K | 0.00% | Aug 10, 2026 |
| Jain Global LLC | Reduce 29.80% | -$4.09M | $9.63M | 0.04% | Aug 14, 2026 |
| Sava Infond d.o.o. | Added 227.21% | +$4.04M | $5.81M | 0.41% | Jul 16, 2026 |
| Mirae Asset Securities (Usa) Inc. | Sell 100% | -$3.98M | $0 | 0.00% | Aug 5, 2026 |
| Campbell & CO Investment Adviser LLC | Sell 100% | -$3.89M | $0 | 0.00% | Aug 3, 2026 |
| Nomura Holdings Inc | Added 60.98% | +$3.81M | $10M | 0.01% | Aug 14, 2026 |
| Cypress Point Investment Management LP | Added 76.97% | +$3.77M | $8.67M | 1.57% | Aug 13, 2026 |
| Patient Capital Management, LLC | Added 13.53% | +$3.22M | $27M | 0.89% | Aug 13, 2026 |
| Spirepoint Private Client, LLC | Sell 100% | -$3.2M | $0 | 0.00% | Aug 5, 2026 |
| Stevens Capital Management LP | Reduce 81.45% | -$3.1M | $706K | 0.17% | Aug 11, 2026 |
| Jefferies Financial Group Inc. | Reduce 15.03% | -$3.06M | $17.3M | 0.11% | Aug 17, 2026 |
| Liontrust Investment Partners LLP | Sell 100% | -$2.96M | $0 | 0.00% | Aug 18, 2026 |
| Longitude (Cayman) Ltd. | Added 25.19% | +$2.91M | $14.5M | 4.61% | Aug 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | Added 583.43% | +$2.91M | $3.41M | 0.03% | Aug 10, 2026 |
| Vontobel Holding Ltd. | Added 58.21% | +$2.83M | $7.7M | 0.02% | Aug 3, 2026 |
| Triglav Investments, D.O.O. | New Buy | +$2.72M | $2.72M | 0.14% | Aug 11, 2026 |
| LGT Fund Management Co Ltd. | Added 87.47% | +$2.72M | $5.82M | 0.24% | Aug 10, 2026 |
| Tidal Investments LLC | Added 38.98% | +$2.71M | $9.65M | 0.02% | Aug 13, 2026 |
| Elevatus Welath Management | New Buy | +$2.64M | $2.64M | 0.64% | Aug 13, 2026 |
| Polymer Capital Management (US) LLC | Added 663.61% | +$2.39M | $2.76M | 0.36% | Aug 14, 2026 |
| Soviero Asset Management, LP | New Buy | +$2.33M | $2.33M | 0.98% | Aug 14, 2026 |
| Venture Visionary Partners LLC | New Buy | +$2.27M | $2.27M | 0.06% | Jul 27, 2026 |
| Rakuten Securities, Inc. | Added 31.44% | +$2.23M | $9.31M | 2.16% | Aug 12, 2026 |
| Knightsbridge Asset Management, LLC | New Buy | +$2.22M | $2.22M | 0.15% | Aug 13, 2026 |
| Xcel Wealth Management, LLC | Added 69.68% | +$1.99M | $4.84M | 1.15% | Jul 24, 2026 |
| Annex Advisory Services, LLC | New Buy | +$1.96M | $1.96M | 0.03% | Jul 10, 2026 |
| Empowered Funds, LLC | Added 166.29% | +$1.96M | $3.14M | 0.02% | Aug 17, 2026 |
| LM Advisors LLC | Added 6011.99% | +$1.79M | $1.82M | 0.21% | Aug 12, 2026 |
| Diversify Wealth Management, LLC | Added 10.05% | +$1.77M | $19.4M | 0.32% | Jul 30, 2026 |
| Mediolanum International Funds Ltd | Reduce 80.92% | -$1.68M | $397K | 0.00% | Jul 23, 2026 |
| ARK Investment Management LLC | Reduce 2.44% | -$1.68M | $67.1M | 0.44% | Aug 14, 2026 |
| Gateway Investment Advisers LLC | Added 53.06% | +$1.61M | $4.66M | 0.05% | Jul 20, 2026 |
| Oppenheimer & Co Inc | Added 54.67% | +$1.57M | $4.43M | 0.05% | Aug 3, 2026 |
| Blair William & Co | Added 21.52% | +$1.57M | $8.84M | 0.02% | Aug 11, 2026 |
| Fiduciary Alliance LLC | Reduce 31.25% | -$1.56M | $3.42M | 0.23% | Jul 20, 2026 |
| Aigen Investment Management, LP | Sell 100% | -$1.52M | $0 | 0.00% | Aug 14, 2026 |
| OP Asset Management Ltd | Reduce 35.78% | -$1.46M | $2.62M | 0.03% | Jul 28, 2026 |
| Axq Capital, LP | Reduce 79.76% | -$1.32M | $334K | 0.04% | Aug 6, 2026 |
| Summit Financial, LLC | Reduce 12.48% | -$1.28M | $8.97M | 0.10% | Aug 12, 2026 |
| Elo Mutual Pension Insurance Co | Reduce 58.18% | -$1.27M | $916K | 0.01% | Aug 13, 2026 |
| Banco Bilbao Vizcaya Argentaria, S.A. | Sell 100% | -$1.26M | $0 | 0.00% | Aug 12, 2026 |
| Fideuram Asset Management (Ireland) dac | New Buy | +$1.25M | $1.25M | 0.02% | Jul 23, 2026 |
| Storebrand Asset Management As | Reduce 15.73% | -$1.22M | $6.54M | 0.02% | Aug 12, 2026 |
| Old Second National Bank of Aurora | Added 38.87% | +$1.21M | $4.32M | 0.81% | Jul 21, 2026 |
| Pinkerton Wealth, LLC | Sell 100% | -$1.2M | $0 | 0.00% | Jul 30, 2026 |
| Polianta Ltd | Sell 100% | -$1.14M | $0 | 0.00% | Jul 8, 2026 |
| Royal London Asset Management Ltd | Added 18.39% | +$1.13M | $7.26M | 0.01% | Aug 13, 2026 |
| Fortis Capital Advisors, LLC | New Buy | +$1.09M | $1.09M | 0.12% | Jul 31, 2026 |
| Catalyst Funds Management Pty Ltd | Added 129.81% | +$1.09M | $1.92M | 0.11% | Aug 10, 2026 |
| Connective Portfolio Management, LLC | New Buy | +$1.08M | $1.08M | 1.79% | Jul 7, 2026 |
| Provident Living Financial Services, Inc. | Added 7.91% | +$1.06M | $14.4M | 14.23% | Aug 5, 2026 |
| Oasis Advisors, LLC | Sell 100% | -$1.06M | $0 | 0.00% | Jul 30, 2026 |
| MML Investors Services, LLC | Added 16.46% | +$1.06M | $7.47M | 0.02% | Aug 7, 2026 |
| Alta Wealth Advisors LLC | Sell 100% | -$1.05M | $0 | 0.00% | Jul 30, 2026 |
| Credit Agricole S A | Added 45.57% | +$1.05M | $3.35M | 0.01% | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Added 510.72% | +$1.02M | $1.21M | 0.02% | Jul 15, 2026 |
| Westbourne Investment Advisors, Inc. | Added 18.80% | +$942K | $5.95M | 1.64% | Jul 27, 2026 |
| Osmosis Investment Management UK Ltd | Reduce 53.59% | -$940K | $814K | 0.04% | Aug 13, 2026 |
| Wealthfront Advisers LLC | Added 28.33% | +$936K | $4.24M | 0.01% | Aug 7, 2026 |
| River Street Advisors LLC | Added 93.00% | +$930K | $1.93M | 0.57% | Jul 21, 2026 |
| FirstWave Capital Management LLC | Sell 100% | -$887K | $0 | 0.00% | Aug 12, 2026 |
| Illinois Municipal Retirement Fund | Reduce 25.80% | -$878K | $2.53M | 0.03% | Aug 12, 2026 |
| Belpointe Asset Management LLC | Added 208.91% | +$876K | $1.3M | 0.04% | Jul 31, 2026 |
| ASR Vermogensbeheer N.V. | Sell 100% | -$861K | $0 | 0.00% | Jul 20, 2026 |
| Mutual Advisors, LLC | Reduce 77.62% | -$860K | $248K | 0.00% | Aug 14, 2026 |
| B & T Capital Management DBA Alpha Capital Management | Reduce 17.22% | -$842K | $4.04M | 0.53% | Aug 7, 2026 |
| Eurizon Capital SGR S.p.A. | Added 61.05% | +$826K | $2.18M | 0.01% | Jul 29, 2026 |
| Capital Fund Management S.A. | Added 12.70% | +$815K | $7.23M | 0.03% | Aug 13, 2026 |
| Saudi Central Bank | Added 91.39% | +$764K | $1.6M | 0.02% | Jul 30, 2026 |
| Marathon Trading Investment Management LLC | Added 674.82% | +$730K | $838K | 0.03% | Aug 12, 2026 |
| Evolve Private Wealth, LLC | New Buy | +$726K | $726K | 0.04% | Aug 12, 2026 |