676 tracked 13F filers disclose a position in SOFI as of the latest SEC 13F filings, a combined $11.1B 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $1.1B | 69.6M | ▲+0.6% Added · +421K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $906.9M | 57.1M | →First observed position No prior filed position | Q1 2026 | |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | $809.5M | 51.0M | →First observed position No prior filed position | Q1 2026 | |
| 4 | D. E. Shaw & Co., Inc. | $678.4M | 42.7M | ▲+10% Added · +4.0M sh | Q1 2026 | |
| 5 | UBS Group AG | $578.3M | 36.4M | ▲+137% Added · +21.0M sh | Q1 2026 | |
| 6 | STATE STREET CORP | $433.8M | 27.3M | ▲+5.3% Added · +1.4M sh | Q1 2026 | |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | $412.7M | 26.0M | ▲+9.9% Added · +2.3M sh | Q1 2026 | |
| 8 | MORGAN STANLEY | $337.6M | 21.3M | ▲+60% Added · +7.9M sh | Q1 2026 | |
| 9 | JANE STREET GROUP, LLC | $286.1M | 18.0M | ▲+87% Added · +8.4M sh | Q1 2026 | |
| 10 | Qube Research & Technologies Ltd | $266.8M | 16.8M | ▲+391% Added · +13.4M sh | Q1 2026 | |
| 11 | VOLORIDGE INVESTMENT MANAGEMENT, LLC | $201.0M | 12.7M | ▲+61% Added · +4.8M sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $199.0M | 12.5M | ▲+179% Added · +8.0M sh | Q1 2026 | |
| 13 | NORGES BANK | $321.5M | 12.3M | ▲+36% Added · +3.3M sh | Q4 2025 | |
| 14 | CITADEL ADVISORS LLC | $175.4M | 11.0M | ▼−4.2% Reduced · −481K sh | Q1 2026 | |
| 15 | BANK OF AMERICA CORP /DE/ | $172.2M | 10.8M | ▼−19% Reduced · −2.6M sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $144.5M | 9.1M | ▲+4.1% Added · +360K sh | Q1 2026 | |
| 17 | MILLENNIUM MANAGEMENT LLC | $131.1M | 8.3M | ▲+221% Added · +5.7M sh | Q1 2026 | |
| 18 | VANGUARD FIDUCIARY TRUST CO | $125.7M | 7.9M | →First observed position No prior filed position | Q1 2026 | |
| 19 | CITIGROUP INC | $119.0M | 7.5M | ▲+159% Added · +4.6M sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $116.7M | 7.3M | ▲+5.3% Added · +368K sh | Q1 2026 | |
| 21 | BANK OF MONTREAL /CAN/ | $107.5M | 6.8M | ▲+9.5% Added · +588K sh | Q1 2026 | |
| 22 | ROYAL BANK OF CANADA | $107.4M | 6.8M | ▼−30% Reduced · −2.9M sh | Q1 2026 | |
| 23 | MARSHALL WACE, LLP | $103.5M | 6.5M | ▼−2.0% Reduced · −131K sh | Q1 2026 | |
| 24 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $102.7M | 6.5M | ▲+7.2% Added · +432K sh | Q1 2026 | |
| 25 | Sumitomo Mitsui Trust Group, Inc. | $90.3M | 5.7M | ▲+2.8% Added · +156K 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, 4 funds opened a new position in SOFI and 18 added to an existing one, while 13 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 268 funds | $343.1B |
| MICROSOFT CORPMSFT | 266 funds | $236.0B |
| BROADCOM INCAVGO | 266 funds | $132.3B |
| AMAZON.COM INCAMZN | 264 funds | $176.4B |
| APPLE INCAAPL | 263 funds | $262.2B |
| JPMORGAN CHASE & COJPM | 263 funds | $59.5B |
| ALPHABET INC-CL AGOOGL | 262 funds | $145.2B |
| META PLATFORMS INC-CLASS AMETA | 262 funds | $99.0B |
| TESLA INCTSLA | 261 funds | $69.5B |
| ELI LILLY & COLLY | 261 funds | $67.3B |
| INTUITIVE SURGICAL INCISRG | 259 funds | $20.5B |
| MASTERCARD INC - AMA | 258 funds | $45.4B |
Ranked by how many of SOFI's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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 |
| Mar 17, 2026 | Noto Anthony | Chief Executive Officer, Director | Buy (P) | 29K | $501K |
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.