Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
892 institutional managers reported holding SOFI for the quarter ended Mar 31, 2026. Together they hold about 51% of shares outstanding; the top 10 hold 29%. 111 opened new positions; 205 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 119.46M | 8.67% | $1.90B | added +7.5% | 2021 Q3 |
| BlackRock | 69.56M | 5.05% | $1.11B | added +0.6% | 2021 Q2 |
| D. E. Shaw | 42.72M | 3.10% | $679.3M | added +10.3% | 2022 Q1 |
| UBS | 41.14M | 2.99% | $654.2M | added +110.9% | 2021 Q2 |
| State Street | 27.32M | 1.98% | $434.3M | added +5.3% | 2021 Q3 |
| Geode Capital | 25.98M | 1.89% | $413.1M | added +9.9% | 2021 Q2 |
| Morgan Stanley | 21.26M | 1.54% | $338.0M | added +59.6% | 2021 Q2 |
| Jane Street | 18.02M | 1.31% | $286.5M | added +86.7% | 2021 Q2 |
| Qube Research & Technologies LTD | 16.80M | 1.22% | $267.1M | added +391% | 2024 Q4 |
| Voloridge Investment Management | 12.65M | 0.92% | $201.2M | added +61% | 2024 Q4 |
| Goldman Sachs | 12.53M | 0.91% | $199.3M | added +179.2% | 2021 Q2 |
| Citadel Advisors | 11.05M | 0.80% | $175.7M | trimmed -4.2% | 2021 Q2 |
| Bank OF America CORP /DE/ | 10.84M | 0.79% | $172.4M | trimmed -19.1% | 2021 Q2 |
| Dimensional Fund Advisors | 9.11M | 0.66% | $144.8M | added +4.1% | 2023 Q4 |
| HRT Financial LP | 8.34M | 0.60% | $132.5M | added +343.1% | 2023 Q1 |
| Millennium Management | 8.26M | 0.60% | $131.3M | added +220.7% | 2021 Q2 |
| Citigroup INC | 7.50M | 0.54% | $119.2M | added +158.9% | 2021 Q2 |
| Northern Trust | 7.35M | 0.53% | $116.8M | added +5.3% | 2021 Q3 |
| Bank OF Montreal /CAN/ | 6.77M | 0.49% | $107.6M | added +9.5% | 2021 Q3 |
| Royal Bank OF Canada | 6.76M | 0.49% | $107.5M | trimmed -30% | 2021 Q2 |
| Marshall Wace | 6.52M | 0.47% | $103.7M | trimmed -2% | 2023 Q2 |
| Charles Schwab Investment Management | 6.47M | 0.47% | $102.9M | added +7.2% | 2021 Q3 |
| Sumitomo Mitsui Trust Group, INC. | 5.69M | 0.41% | $90.5M | added +2.8% | 2023 Q2 |
| Worldquant Millennium Advisors LLC | 5.42M | 0.39% | $86.1M | added +180.1% | 2025 Q2 |
| Defiance ETFs, LLC | 5.35M | 0.39% | $85.1M | opened | 2026 Q1 |
| Mitsubishi UFJ Asset Management CO., LTD. | 5.17M | 0.38% | $82.1M | added +14.6% | 2021 Q4 |
| BNP Paribas Financial Markets | 5.00M | 0.36% | $79.5M | added +62.5% | 2024 Q4 |
| Susquehanna International Group | 4.81M | 0.35% | $76.5M | trimmed -59.2% | 2021 Q2 |
| Squarepoint Ops LLC | 4.73M | 0.34% | $75.2M | added +28.7% | 2024 Q1 |
| Wells Fargo & COMPANY/MN | 4.42M | 0.32% | $70.3M | trimmed -23% | 2021 Q2 |
| Accel Growth Fund V Associates L.l.c. (focused) | 4.10M | 0.30% | $65.3M | unchanged | 2021 Q2 |
| BNY Mellon | 4.03M | 0.29% | $64.1M | trimmed -3.4% | 2021 Q2 |
| ARK Investment Management | 3.84M | 0.28% | $61.0M | trimmed -6.6% | 2023 Q2 |
| Swiss National Bank | 3.71M | 0.27% | $59.0M | added +13% | 2022 Q2 |
| Legal & General Group PLC | 3.45M | 0.25% | $54.9M | added +38.9% | 2021 Q4 |
| Nuveen | 3.43M | 0.25% | $54.6M | trimmed -10% | 2022 Q2 |
| Amova Asset Management Americas, INC. | 3.14M | 0.23% | $49.9M | trimmed -4.9% | 2023 Q2 |
| LPL Financial LLC | 2.98M | 0.22% | $47.3M | added +24.4% | 2021 Q2 |
| Daiwa Securities Group INC. | 2.88M | 0.21% | $45.8M | added +2722.5% | 2025 Q3 |
| Barclays PLC | 2.79M | 0.20% | $44.4M | trimmed -37.8% | 2022 Q1 |
| Harvest Portfolios Group INC. | 2.54M | 0.18% | $40.5M | added +49.6% | 2025 Q3 |
| Trexquant Investment LP | 2.34M | 0.17% | $37.3M | added +669.4% | 2022 Q3 |
| Optiver | 2.33M | 0.17% | $37.0M | opened | 2025 Q3 |
| Renaissance Technologies | 2.32M | 0.17% | $36.8M | opened | 2023 Q4 |
| IMC-Chicago, LLC | 2.31M | 0.17% | $36.7M | added +57.3% | 2021 Q2 |
| Toronto Dominion Bank | 2.19M | 0.16% | $34.9M | added +1027.2% | 2025 Q3 |
| Walleye Capital LLC | 1.94M | 0.14% | $30.8M | trimmed -34.9% | 2021 Q2 |
| California State Teachers Retirement System | 1.83M | 0.13% | $29.1M | added +2.8% | 2021 Q3 |
| National Pension Service | 1.82M | 0.13% | $28.9M | added +7.7% | 2025 Q4 |
| CalPERS | 1.76M | 0.13% | $28.0M | trimmed -24.3% | 2022 Q3 |
Largest 50 of 892 shown; the full ranked, searchable register is at boothcheck.com/holders/SOFI. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.