Among active 13F managers last quarter, 5 opened and 17 added, while 14 reduced; the largest holder to move was D. E. Shaw & Co., Inc. (+10%). Over the last 180 days, 3 insiders sold and 1 insider bought, a net -$2.2M in open-market trades.
The legs disagree, or only one of them leans.
810 tracked 13F filers disclose a position in SOFI as of the latest SEC 13F filings, a combined $11.5B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 72.4M | $1.3B | ▲+4.2% Added · +2.9M sh | Q2 2026 | |
| 2 | Vanguard Capital Management LLC | 57.9M | $1.0B | ▲+1.4% Added · +820K sh | Q2 2026 | |
| 3 | Vanguard Portfolio Management LLC | 50.7M | $909.8M | ▼−0.5% Reduced · −235K sh | Q2 2026 | |
| 4 | D. E. Shaw & Co., Inc. | 42.7M | $678.4M | ▲+10% Added · +4.0M sh | Q1 2026 | |
| 5 | UBS Group AG | 36.4M | $578.3M | ▲+137% Added · +21.0M sh | Q1 2026 | |
| 6 | State Street Corp | 28.8M | $515.7M | ▲+5.3% Added · +1.4M sh | Q2 2026 | |
| 7 | Geode Capital Management, LLC | 23.4M | $417.6M | ▼−10% Reduced · −2.6M sh | Q2 2026 | |
| 8 | Morgan Stanley | 21.3M | $337.6M | ▲+60% Added · +7.9M sh | Q1 2026 | |
| 9 | Jane Street Group, LLC | 18.0M | $286.1M | ▲+87% Added · +8.4M sh | Q1 2026 | |
| 10 | Qube Research & Technologies Ltd | 16.8M | $266.8M | ▲+391% Added · +13.4M sh | Q1 2026 | |
| 11 | Goldman Sachs Group Inc | 12.5M | $199.0M | ▲+179% Added · +8.0M sh | Q1 2026 | |
| 12 | Norges Bank | 12.3M | $321.5M | ▲+36% Added · +3.3M sh | Q4 2025 | |
| 13 | Bank Of America Corp | 10.8M | $172.2M | ▼−19% Reduced · −2.6M sh | Q1 2026 | |
| 14 | Dimensional Fund Advisors LP | 9.1M | $144.5M | ▲+4.1% Added · +360K sh | Q1 2026 | |
| 15 | Millennium Management LLC | 8.3M | $131.1M | ▲+221% Added · +5.7M sh | Q1 2026 | |
| 16 | Vanguard Fiduciary Trust Co | 8.1M | $146.0M | ▲+2.8% Added · +222K sh | Q2 2026 | |
| 17 | Citigroup Inc | 7.5M | $119.0M | ▲+159% Added · +4.6M sh | Q1 2026 | |
| 18 | Northern Trust Corp | 7.3M | $116.7M | ▲+5.3% Added · +368K sh | Q1 2026 | |
| 19 | Bank Of Montreal | 6.8M | $107.5M | ▲+9.5% Added · +588K sh | Q1 2026 | |
| 20 | Royal Bank Of Canada | 6.8M | $107.4M | ▼−30% Reduced · −2.9M sh | Q1 2026 | |
| 21 | Marshall Wace, LLP | 6.5M | $103.5M | ▼−2.0% Reduced · −131K sh | Q1 2026 | |
| 22 | Charles Schwab Investment Management Inc | 6.5M | $102.7M | ▲+7.2% Added · +432K sh | Q1 2026 | |
| 23 | Sumitomo Mitsui Trust Group, Inc. | 5.7M | $90.3M | ▲+2.8% Added · +156K sh | Q1 2026 | |
| 24 | Worldquant Millennium Advisors LLC | 5.4M | $86.0M | ▲+180% Added · +3.5M sh | Q1 2026 | |
| 25 | Defiance ETFs, LLC | 5.4M | $85.0M | ▲New +5.4M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 5 funds opened a new position in SOFI and 17 added to an existing one, while 14 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 498 funds | $444.1B |
| Microsoft CorpMSFT | 494 funds | $272.3B |
| Amazon.com IncAMZN | 490 funds | $209.9B |
| Apple IncAAPL | 488 funds | $322.4B |
| Meta Platforms Inc-Class AMETA | 483 funds | $116.4B |
| Alphabet Inc-CL AGOOGL | 482 funds | $190.5B |
| Broadcom IncAVGO | 476 funds | $176.0B |
| Alphabet Inc-CL CGOOG | 473 funds | $137.5B |
| Tesla IncTSLA | 471 funds | $80.2B |
| JPMorgan Chase & CoJPM | 471 funds | $70.9B |
| Advanced Micro DevicesAMD | 470 funds | $66.5B |
| Eli Lilly & CoLLY | 466 funds | $90.0B |
Ranked by how many of SOFI's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in SOFI.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Aug 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell (S) | 11K | $203K |
| Jul 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell (S) | 11K | $188K |
| Jun 22, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell (S) | 11K | $190K |
| Jun 18, 2026 | Lavet Robert S | General Counsel | Sell (S) | 1K | $21K |
| Jun 17, 2026 | Rishel Jeremy | Chief Technology Officer | Sell (S) | 102K | $1.8M |
| Jun 16, 2026 | Noto Anthony | Chief Executive Officer, Director | Buy (P) | 14K | $251K |
| May 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell (S) | 10K | $156K |
| May 11, 2026 | Noto Anthony | Chief Executive Officer, Director | Buy (P) | 16K | $249K |
| May 8, 2026 | Noto Anthony | Chief Executive Officer, Director | Buy (P) | 16K | $250K |
| Apr 21, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell (S) | 10K | $188K |
| Mar 20, 2026 | Keough Kelli | EVP, GBUL, SIPS | Sell (S) | 10K | $165K |
| Mar 18, 2026 | Rishel Jeremy | Chief Technology Officer | Sell (S) | 95K | $1.7M |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 55 | 37 | – |
Insiders Form 4 open-market | 1 | 3 | -$2.2M |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| SOFIthis pagecs | 810 funds | $11.5B |
| 83406FAB8NOTE 10/1 | 2 funds | $30.4M |
| SOFI 1.25 03/15/29NOTE 1.250% 3/1 | 1 funds | $34.3M |
| SOFI 0 10/15/26CONV | 1 funds | $9.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for SOFI
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/SOFI/capital-change-brief"
Use Arkolith's capital_change_brief for SOFI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for SOFI. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.