Titelia

Fund shareholders of SoFi Technologies Inc

ISIN US83406F1021 · United States · LEI 549300SW81JCMVZDDY09

Fund shareholders
354
Of which ETFs
125 229 other funds
Value held
≈ 3.4B $ 3.3B $ · 470.2M SEK · 429.3K €
Share of capital
14.7 % of 1.3B shares on Jul 31, 2026
FundSharesValueWeight in fundShare of capital
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 24,786444.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
iShares Morningstar U.S. Equity ETF iShares Trust 24,121393.4K $0.03 %0.00 %as of Jul 31, 2026 ↗
SIMT LARGE CAP INDEX FUND SEI INSTITUTIONAL MANAGED TRUST 22,800408.8K $0.03 %0.00 %as of Jun 30, 2026 ↗
DWS Small Mid Cap Value VIP DEUTSCHE DWS VARIABLE SERIES II 22,561404.5K $0.42 %0.00 %as of Jun 30, 2026 ↗
Nordea Stratega 50 Nordea Funds Ab 22,5503.3M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 22,503403.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
VictoryShares US 500 Enhanced Volatility Wtd ETF Victory Portfolios II 22,425402.1K $0.10 %0.00 %as of Jun 30, 2026 ↗
Harbor Human Capital Factor US Large Cap ETF Harbor ETF Trust 22,305363.8K $0.07 %0.00 %as of Jul 31, 2026 ↗
The Institutional U.S. Equity Portfolio HC Capital Trust 22,292399.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 21,657353.2K $0.06 %0.00 %as of Jul 31, 2026 ↗
Calvert US Large-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 21,396383.6K $0.04 %0.00 %as of Jun 30, 2026 ↗
Schwab U.S. Large-Cap Growth Index Fund SCHWAB CAPITAL TRUST 21,380348.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
TCW Transform 500 ETF TCW ETF Trust 21,356348.3K $0.03 %0.00 %as of Jul 31, 2026 ↗
Victory Growth & Income Fund Victory Portfolios III 21,154345K $0.02 %0.00 %as of Jul 31, 2026 ↗
Lannebo Marknad Global Lannebo Kapitalförvaltning AB 21,1303.2M SEK0.02 %0.00 %as of Mar 31, 2026 ↗
John Hancock Multifactor Large Cap ETF John Hancock Exchange-Traded Fund Trust 21,107378.4K $0.03 %0.00 %as of Jun 30, 2026 ↗
Motley Fool Next Index ETF RBB Fund, Inc. 20,464372.9K $1.16 %0.00 %as of May 31, 2026 ↗
AZL Russell 1000 Value Index Fund Allianz Variable Insurance Products Trust 19,866356.2K $0.05 %0.00 %as of Jun 30, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 19,528350.1K $0.03 %0.00 %as of Jun 30, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 18,846337.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs U.S. Equity Dividend and Premium Fund GOLDMAN SACHS TRUST 18,700335.3K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 18,655334.5K $0.08 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 17,377311.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Skandia Nordamerika Exponering Skandia Fonder AB 17,3002.6M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Calvert U.S. Large Cap Value Responsible Index Fund Calvert Responsible Index Series, Inc. 17,243309.2K $0.01 %0.00 %as of Jun 30, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 16,883302.7K $0.04 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 60-tal Storebrand Asset Management AS 16,6662.5M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
JNL/Morningstar U.S. Sustainability Index Fund JNL Series Trust 16,631298.2K $0.07 %0.00 %as of Jun 30, 2026 ↗
Sofi Select 500 ETF Tidal Trust I 16,250296.1K $0.04 %0.00 %as of May 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 15,747282.3K $0.03 %0.00 %as of Jun 30, 2026 ↗
One Rock Fund MSS Series Trust 15,000273.3K $0.48 %0.00 %as of May 31, 2026 ↗
Goldman Sachs JUST U.S. Large Cap Equity ETF Goldman Sachs ETF Trust 14,951272.4K $0.05 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) Portfolio MSCI Global Stock Market ETF SPDR INDEX SHARES FUNDS 14,949268K $0.01 %0.00 %as of Jun 30, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 14,574261.3K $0.26 %0.00 %as of Jun 30, 2026 ↗
SPP Generation 70-tal Storebrand Asset Management AS 14,0752.1M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
EQ/Large Cap Growth Index Portfolio EQ Advisors Trust 13,243237.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
JNL/Mellon World Index Fund JNL Series Trust 12,723228.1K $0.02 %0.00 %as of Jun 30, 2026 ↗
Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF Goldman Sachs ETF Trust 12,696231.3K $0.06 %0.00 %as of May 31, 2026 ↗
KPA Blandfond Swedbank Robur Fonder AB 11,9861.8M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust 11,868212.8K $0.21 %0.00 %as of Jun 30, 2026 ↗
Fidelity Series Large Cap Growth Index Fund Fidelity Salem Street Trust 11,778192.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) MSCI USA StrategicFactors(SM) ETF SPDR SERIES TRUST 11,688209.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
VanEck Digital Native Economy ETF VanEck ETF Trust 11,684209.5K $1.19 %0.00 %as of Jun 30, 2026 ↗
Xtrackers MSCI Kokusai Equity ETF DBX ETF Trust 11,318206.2K $0.03 %0.00 %as of May 29, 2026 ↗
Value Equity Index Fund GuideStone Funds 11,024197.7K $0.03 %0.00 %as of Jun 30, 2026 ↗
MoA Large Cap Value Index Fund MoA Funds Corp 10,948196.3K $0.05 %0.00 %as of Jun 30, 2026 ↗
ALPS Equal Sector Weight ETF ALPS ETF TRUST 10,850197.7K $0.01 %0.00 %as of May 31, 2026 ↗
Wilmington Large-Cap Strategy Fund Wilmington Funds 10,600172.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Forethought Variable Insurance Trust 10,493188.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 10,105184.1K $0.03 %0.00 %as of May 31, 2026 ↗
EQ/Large Cap Growth Managed Volatility Portfolio EQ Advisors Trust 10,039180K $0.00 %0.00 %as of Jun 30, 2026 ↗
Eventide Small Cap ETF Strategy Shares 9,860160.8K $0.45 %0.00 %as of Jul 31, 2026 ↗
SA Goldman Sachs Multi-Asset Insights Portfolio SUNAMERICA SERIES TRUST 9,596156.5K $0.29 %0.00 %as of Jul 31, 2026 ↗
Avantis U.S. Quality ETF American Century ETF Trust 9,429171.8K $0.07 %0.00 %as of May 31, 2026 ↗
Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB 9,3061.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB 8,9981.4M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 8,623157.1K $0.03 %0.00 %as of May 31, 2026 ↗
Lannebo Marknad USA Lannebo Kapitalförvaltning AB 8,5471.3M SEK0.03 %0.00 %as of Mar 31, 2026 ↗
Fidelity Hedged Equity Fund Fidelity Greenwood Street Trust 8,510138.8K $0.02 %0.00 %as of Jul 31, 2026 ↗
Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB 8,0821.2M SEK0.01 %0.00 %as of Mar 31, 2026 ↗
iShares Low Carbon Optimized MSCI ACWI ETF iShares Trust 7,426121.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
SEB Global Sustainable Companies Fund SEB Funds AB 7,3501.1M SEK0.08 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 7,166116.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
SA Multi-Managed Mid Cap Value Portfolio SEASONS SERIES TRUST 7,087127.1K $0.06 %0.00 %as of Jun 30, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 6,941124.5K $0.02 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 6,800121.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 6,739122.8K $0.02 %0.00 %as of May 31, 2026 ↗
WisdomTree U.S. Efficient Core Fund WisdomTree Trust 6,399114.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Franklin U.S. Dividend Booster Index ETF Franklin Templeton ETF Trust 6,251112.1K $0.15 %0.00 %as of Jun 30, 2026 ↗
First American Multi-Manager Domestic Equity Fund PFM Multi-Manager Series Trust 6,220111.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Eventide Large Cap Growth ETF Strategy Shares 6,137100.1K $0.43 %0.00 %as of Jul 31, 2026 ↗
PD Large-Cap Growth Index Portfolio PACIFIC SELECT FUND 6,135110K $0.01 %0.00 %as of Jun 30, 2026 ↗
Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB 6,101922.9K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
SA U.S. Core Market Fund SA FUNDS INVESTMENT TRUST 6,056108.6K $0.01 %0.00 %as of Jun 30, 2026 ↗
AMT Diversified Equity Fund ADVISER MANAGED TRUST 5,87795.9K $0.02 %0.00 %as of Jul 31, 2026 ↗
Venerable World Equity Fund Venerable Variable Insurance Trust 5,655101.4K $0.01 %0.00 %as of Jun 30, 2026 ↗
AVIP AB Mid Cap Core Portfolio AuguStar Variable Insurance Products Fund Inc 5,51098.8K $0.09 %0.00 %as of Jun 30, 2026 ↗
Amplify Stablecoin Technology Leaders ETF Amplify ETF Trust 5,45497.8K $5.40 %0.00 %as of Jun 30, 2026 ↗
Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST 5,43997.5K $0.01 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 5,33195.6K $0.03 %0.00 %as of Jun 30, 2026 ↗
Symmetry Panoramic US Equity Fund Symmetry Panoramic Trust 5,28896.3K $0.02 %0.00 %as of May 31, 2026 ↗
SPP Generation 80-tal Storebrand Asset Management AS 5,225790.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 4,80186.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust 4,71884.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Multimanager Aggressive Equity Portfolio EQ Advisors Trust 4,60082.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
SA T. Rowe Price Allocation Moderately Aggressive Portfolio SUNAMERICA SERIES TRUST 4,51673.7K $0.01 %0.00 %as of Jul 31, 2026 ↗
SPP Generation 50-tal Storebrand Asset Management AS 4,338656.2K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB 4,253643.4K SEK0.01 %0.00 %as of Mar 31, 2026 ↗
Six Circles Managed Equity Portfolio International Unconstrained Fund SIX CIRCLES TRUST 4,07373K $0.00 %0.00 %as of Jun 30, 2026 ↗
Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST 3,95270.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Defiance Large Cap ex-Mag 7 ETF Tidal Trust II 3,87670.6K $0.05 %0.00 %as of May 31, 2026 ↗
iShares MSCI Kokusai ETF iShares Trust 3,74861.1K $0.02 %0.00 %as of Jul 31, 2026 ↗
WisdomTree Efficient Gold Plus Equity Strategy Fund WisdomTree Trust 3,32260.5K $0.01 %0.00 %as of May 31, 2026 ↗
Financial Services Fund Rydex Series Funds 3,20157.4K $0.48 %0.00 %as of Jun 30, 2026 ↗
Invesco Alerian Galaxy Crypto Economy ETF Invesco Exchange-Traded Fund Trust II 3,19552.1K $0.75 %0.00 %as of Jul 31, 2026 ↗
Nordea Stratega 15 Nordea Funds Ab 3,172468.5K SEK0.00 %0.00 %as of Mar 31, 2026 ↗
WisdomTree U.S. LargeCap Fund WisdomTree Trust 3,14056.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
VOYA RUSSELLTM MID CAP GROWTH INDEX PORTFOLIO Voya VARIABLE PORTFOLIOS INC 3,12956.1K $0.07 %0.00 %as of Jun 30, 2026 ↗
Multifactor U.S. Equity Fund RUSSELL INVESTMENT CO 3,12551K $0.02 %0.00 %as of Jul 31, 2026 ↗
Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust 3,08255.3K $0.04 %0.00 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Direxion Daily SOFI Bull 2X ETF Direxion Shares ETF Trust 13.57 %as of Jul 31, 2026 ↗
Amplify Stablecoin Technology Leaders ETF Amplify ETF Trust 5.40 %as of Jun 30, 2026 ↗
Global X FinTech ETF GLOBAL X FUNDS 4.12 %as of May 31, 2026 ↗
ULTRA VALOREM SICAV SA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. 3.30 %as of Dec 31, 2025 ↗
VanEck Social Sentiment ETF VanEck ETF Trust 3.23 %as of Jun 30, 2026 ↗
Trenchless Fund ETF Advisor Managed Portfolios 3.19 %as of Jun 30, 2026 ↗
Firsthand Technology Opportunities Fund Firsthand Funds 2.79 %as of Jun 30, 2026 ↗
ARK Blockchain & Fintech Innovation ETF ARK ETF Trust 2.65 %as of Jul 31, 2026 ↗
Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I 2.22 %as of Jun 30, 2026 ↗
Nuveen ESG Mid-Cap Growth ETF NuShares ETF Trust 2.20 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3317-4186,841,075+1.0 %
2026Q2321-37184,984,620-18.8 %
2026Q13580227,742,154+9.6 %
2025Q4358+72207,868,670+22.1 %
2025Q3286+40170,224,133+4.1 %
2025Q2246+16163,446,782-3.1 %
2025Q1230+17168,678,160-5.1 %
2024Q4213+19177,834,522+8.1 %
2024Q3194+14164,472,856+11.7 %
2024Q2180+5147,268,256+13.5 %
2024Q1175-1129,779,781+3.5 %
2023Q4176125,394,604

Institutional managers

906 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.69,557,1641.1B $as of Mar 31, 2026
D. E. Shaw & Co., Inc.42,720,908678.4M $as of Mar 31, 2026
UBS Group AG36,417,201578.3M $as of Mar 31, 2026
STATE STREET CORP27,315,197433.8M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC25,982,836412.7M $as of Mar 31, 2026
MORGAN STANLEY21,258,767337.6M $as of Mar 31, 2026
JANE STREET GROUP, LLC18,018,178286.1M $as of Mar 31, 2026
Qube Research & Technologies Ltd16,799,087266.8M $as of Mar 31, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC12,654,530201M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC12,532,569199M $as of Mar 31, 2026
CITADEL ADVISORS LLC11,047,181175.4M $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/10,842,348172.2M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP9,106,532144.5M $as of Mar 31, 2026
HRT FINANCIAL LP8,335,574132.4K $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC8,258,468131.1M $as of Mar 31, 2026
CITIGROUP INC7,496,283119M $as of Mar 31, 2026
NORTHERN TRUST CORP7,346,665116.7M $as of Mar 31, 2026
BANK OF MONTREAL /CAN/6,766,698107.5M $as of Mar 31, 2026
ROYAL BANK OF CANADA6,762,231107.4M $as of Mar 31, 2026
MARSHALL WACE, LLP6,519,684103.5M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,470,386102.7M $as of Mar 31, 2026
Sumitomo Mitsui Trust Group, Inc.5,689,42690.3M $as of Mar 31, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC5,418,01386M $as of Mar 31, 2026
Defiance ETFs, LLC5,353,13285M $as of Mar 31, 2026
BNP PARIBAS FINANCIAL MARKETS4,810,36776.4M $as of Mar 31, 2026

Funds holding the debt of SoFi Technologies Inc

31 funds declare 40 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
iShares Convertible Bond ETF240.7M $as of Jul 31, 2026
State Street(R) SPDR(R) Bloomberg Convertible Securities ETF232.6M $as of Jun 30, 2026
Fidelity Convertible Securities Fund213.8M $as of May 31, 2026
Lord Abbett Convertible Fund19.8M $as of May 31, 2026
Fidelity Advisor Multi-Asset Income Fund18.8M $as of Jun 30, 2026
Virtus Income & Growth Fund17.8M $as of Jun 30, 2026
Virtus Convertible Fund17.5M $as of Jun 30, 2026
Invesco Convertible Securities Fund15.3M $as of Jun 30, 2026
Fidelity Strategic Dividend and Income Fund25.2M $as of May 31, 2026
BlackRock Event Driven Equity Fund14.3M $as of May 29, 2026
JNL Multi-Manager Alternative Fund24.1M $as of Jun 30, 2026
JPMorgan Strategic Income Opportunities Fund13.1M $as of May 31, 2026
JPMorgan Global Bond Opportunities Fund12.8M $as of May 31, 2026
PACE Alternative Strategies Investments21.4M $as of Jul 31, 2026
Franklin Alternative Strategies Fund21.4M $as of May 29, 2026
JPMorgan Flexible Debt ETF1939.7K $as of May 31, 2026
Calamos Convertible Equity Alternative ETF1342.7K $as of Jul 31, 2026
1290 VT Convertible Securities Portfolio2335.3K $as of Jun 30, 2026
First Trust SSI Strategic Convertible Securities ETF1307.1K $as of Jul 31, 2026
Digital Asset Debt Strategy ETF1231.3K $as of May 31, 2026
Harbor Ares Systematic Convertible Securities Fund1186.1K $as of Jul 31, 2026
Lazard Enhanced Opportunities Portfolio2164.6K $as of Jun 30, 2026
Virtus Newfleet Multi-Sector Intermediate Bond Fund192.7K $as of Jun 30, 2026
Lazard US Convertibles Portfolio186.9K $as of Jun 30, 2026
Virtus Newfleet Multi-Sector Bond ETF180K $as of Jul 31, 2026
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Titelia. "Fund shareholders of SoFi Technologies Inc". https://titelia.com/en/stocks/sofi-technologies-inc-US83406F1021