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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Growth Equity Index Fund GuideStone Funds | 2,985 | 53.5K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF Goldman Sachs ETF Trust | 2,927 | 53.3K $ | 0.01 % | 0.00 % | as of May 31, 2026 ↗ |
| Global X Adaptive U.S. Risk Management ETF GLOBAL X FUNDS | 2,794 | 50.9K $ | 0.04 % | 0.00 % | as of May 31, 2026 ↗ |
| E*TRADE No Fee Large Cap Index Fund E Trade Trust | 2,761 | 45K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 2,626 | 397.3K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 2,554 | 45.8K $ | 0.48 % | 0.00 % | as of Jun 30, 2026 ↗ |
| AZL Russell 1000 Growth Index Fund Allianz Variable Insurance Products Trust | 2,554 | 45.8K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth Fund VALIC Co I | 2,237 | 40.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| AB Dynamic Asset Allocation Portfolio AB VARIABLE PRODUCTS SERIES FUND, INC. | 2,156 | 38.7K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| GodFond Sverige & Världen Storebrand Asset Management AS | 2,123 | 321.2K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| SA Multi-Managed Mid Cap Growth Portfolio SEASONS SERIES TRUST | 2,121 | 38K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 1,851 | 30.2K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Polen 5Perspectives Small-Mid Growth ETF FundVantage Trust | 1,813 | 29.6K $ | 1.14 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Corgi Digital Banking & Fintech Infrastructure ETF Corgi ETF Trust I | 1,812 | 32.5K $ | 2.22 % | 0.00 % | as of Jun 30, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 1,788 | 32.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Managed 10 Buffer ETF Innovator ETFs Trust | 1,700 | 27.7K $ | 0.06 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Meriti Ekorren Global Finserve Nordic AB | 1,650 | 249.6K SEK | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Simplify Next Intangible Core Index ETF Simplify Exchange Traded Funds | 1,642 | 29.4K $ | 0.07 % | 0.00 % | as of Jun 30, 2026 ↗ |
| 1290 Avantis U.S. Large Cap Growth Fund 1290 Funds | 1,606 | 26.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SEB Global Exposure SEB Funds AB | 1,531 | 231.6K SEK | 0.04 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MoA Large Cap Growth Index Fund MoA Funds Corp | 1,521 | 27.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longboard Fund NORTHERN LIGHTS FUND TRUST II | 1,382 | 25.2K $ | 0.02 % | 0.00 % | as of May 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 1,290 | 23.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. Adaptive Moving Average Fund WisdomTree Trust | 1,194 | 21.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hedgeye Index Adds ETF ETF Opportunities Trust | 1,123 | 18.3K $ | 0.40 % | 0.00 % | as of Jul 31, 2026 ↗ |
| SPHERE 500 CLIMATE FUND Exchange Place Advisors Trust | 1,052 | 18.9K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 986 | 17.7K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Schroders Global Multi-Asset Portfolio Brighthouse Funds Trust I | 915 | 16.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SPP Generation 40-tal Storebrand Asset Management AS | 800 | 121K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Amplify Tokenization Technology Leaders ETF Amplify ETF Trust | 796 | 14.3K $ | 1.67 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Corgi Bay Area Based ETF Corgi ETF Trust I | 728 | 13.1K $ | 0.64 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 702 | 12.6K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Hartford Schroders Diversified Opportunities Fund HARTFORD MUTUAL FUNDS II, INC | 675 | 11K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 591 | 10.8K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 522 | 9.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 409 | 61.9K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 287 | 5.1K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SA Schroders VCP Global Allocation Portfolio SUNAMERICA SERIES TRUST | 256 | 4.2K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| T. Rowe Price Active Core U.S. Equity ETF T. Rowe Price Exchange-Traded Funds, Inc. | 230 | 4.1K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 224 | 4.1K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Storebrand Global Developed Markets Storebrand Asset Management AS | 221 | 33.4K SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 203 | 3.6K $ | 0.02 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Innovator Equity Premium Income - Daily PutWrite ETF Innovator ETFs Trust | 169 | 2.8K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| BNY Mellon US Large Cap Equity Growth ETF BNY Mellon ETF Trust | 136 | 2.2K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Ruk Strategic Growth ETF Advisor Managed Portfolios | 122 | 2.2K $ | 0.10 % | 0.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree 500 Digital Fund WisdomTree Digital Trust | 107 | 1.9K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global X U.S. 500 ETF GLOBAL X FUNDS | 87 | 1.6K $ | 0.03 % | 0.00 % | as of May 31, 2026 ↗ |
| WisdomTree Efficient U.S. Plus International Equity Fund WisdomTree Trust | 84 | 1.5K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 34 | 554.5 $ | 0.05 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Enhanced Mid Cap Core ETF Fidelity Covington Trust | 12 | 215.2 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Berkshire Focus Fund BERKSHIRE FUNDS | 10 | 179.3 $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| Longview Advantage ETF RBB Fund Trust | 2 | 36.4 $ | 0.00 % | as of May 31, 2026 ↗ | |
| ULTRA VALOREM SICAV SA ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. | 390.9K € | 3.30 % | as of Dec 31, 2025 ↗ | ||
| MULTIGESTION, FI MULTIGESTION/BASALTO USA INVERSIS GESTIÓN, S.A., SGIIC | 38.3K € | 0.92 % | as of Dec 31, 2025 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 317 | -4 | 186,841,075 | +1.0 % |
| 2026Q2 | 321 | -37 | 184,984,620 | -18.8 % |
| 2026Q1 | 358 | 0 | 227,742,154 | +9.6 % |
| 2025Q4 | 358 | +72 | 207,868,670 | +22.1 % |
| 2025Q3 | 286 | +40 | 170,224,133 | +4.1 % |
| 2025Q2 | 246 | +16 | 163,446,782 | -3.1 % |
| 2025Q1 | 230 | +17 | 168,678,160 | -5.1 % |
| 2024Q4 | 213 | +19 | 177,834,522 | +8.1 % |
| 2024Q3 | 194 | +14 | 164,472,856 | +11.7 % |
| 2024Q2 | 180 | +5 | 147,268,256 | +13.5 % |
| 2024Q1 | 175 | -1 | 129,779,781 | +3.5 % |
| 2023Q4 | 176 | 125,394,604 |
Institutional managers
906 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 69,557,164 | 1.1B $ | as of Mar 31, 2026 |
| D. E. Shaw & Co., Inc. | 42,720,908 | 678.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 36,417,201 | 578.3M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 27,315,197 | 433.8M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 25,982,836 | 412.7M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 21,258,767 | 337.6M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 18,018,178 | 286.1M $ | as of Mar 31, 2026 |
| Qube Research & Technologies Ltd | 16,799,087 | 266.8M $ | as of Mar 31, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12,654,530 | 201M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 12,532,569 | 199M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 11,047,181 | 175.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 10,842,348 | 172.2M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 9,106,532 | 144.5M $ | as of Mar 31, 2026 |
| HRT FINANCIAL LP | 8,335,574 | 132.4K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 8,258,468 | 131.1M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 7,496,283 | 119M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 7,346,665 | 116.7M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 6,766,698 | 107.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 6,762,231 | 107.4M $ | as of Mar 31, 2026 |
| MARSHALL WACE, LLP | 6,519,684 | 103.5M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6,470,386 | 102.7M $ | as of Mar 31, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | 5,689,426 | 90.3M $ | as of Mar 31, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 5,418,013 | 86M $ | as of Mar 31, 2026 |
| Defiance ETFs, LLC | 5,353,132 | 85M $ | as of Mar 31, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | 4,810,367 | 76.4M $ | 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.
Cite this page
Titelia. "Fund shareholders of SoFi Technologies Inc". https://titelia.com/en/stocks/sofi-technologies-inc-US83406F1021