Companies / SoFi Technologies, Inc. / Institutional holders

SoFi Technologies, Inc.

Institutional holders · 13F as of Jun 30, 2026

Holder	Value	Shares	% of shares
B & T Capital Management DBA Alpha Capital Management	$4.04M	225,592	0.02%
NISSAY ASSET MANAGEMENT CORP /JAPAN	$4.02M	153,583	0.01%
Federated Hermes Inc	$4.02M	253,024	0.02%
Illinois Municipal Retirement Fund	$3.99M	152,295	0.01%
XPONANCE LLC	$3.96M	151,110	0.01%
TD ASSET MANAGEMENT INC	$3.92M	246,620	0.02%
Campbell & CO Investment Adviser LLC	$3.89M	245,232	0.02%
Trek Financial, LLC	$3.87M	147,646	0.01%
Estate Counselors, LLC	$3.85M	146,868	0.01%
MERCER GLOBAL ADVISORS INC /ADV	$3.83M	146,490	0.01%
Riggs Asset Managment Co. Inc.	$3.79M	144,732	0.01%
Concurrent Investment Advisors, LLC	$3.74M	142,936	0.01%
Engineers Gate Manager LP	$3.69M	141,093	0.01%
Mariner, LLC	$3.61M	227,251	0.02%
Candriam S.C.A.	$3.60M	137,635	0.01%
Bosman Wealth Management, LLC	$3.57M	136,245	0.01%
Pegasus Asset Management, Inc.	$3.50M	133,659	0.01%
Meridian Wealth Management, LLC	$3.46M	132,084	0.01%
Jefferies Financial Group Inc.	$3.45M	131,960	0.01%
Tradition Wealth Management, LLC	$3.39M	129,596	0.01%
Verition Fund Management LLC	$3.36M	128,216	0.01%
Allworth Financial LP	$3.34M	127,644	0.01%
JACOBS LEVY EQUITY MANAGEMENT, INC	$3.29M	125,666	0.01%
Triumph Capital Management	$3.26M	124,487	0.01%
Kovitz Investment Group Partners, LLC	$3.22M	123,145	0.01%
Alliance Wealth Advisors, LLC /UT	$3.20M	122,319	0.01%
Intellus Advisors LLC	$3.19M	121,899	0.01%
DARK FOREST CAPITAL MANAGEMENT LP	$3.05M	116,638	0.01%
Torrey Growth & Income Advisors	$3.04M	116,027	0.01%
Baker Avenue Asset Management, LP	$3.02M	115,291	0.01%
Pathstone Holdings, LLC	$2.96M	113,108	0.01%
Capital Advisors Wealth Management, LLC	$2.87M	109,483	0.01%
FIRETHORN WEALTH PARTNERS, LLC	$2.85M	109,026	0.01%
MFG WEALTH MANAGEMENT, INC.	$2.85M	108,977	0.01%
Qsemble Capital Management, LP	$2.83M	108,107	0.01%
Sava Infond d.o.o.	$2.82M	107,550	0.01%
Mutual Advisors, LLC	$2.79M	106,430	0.01%
AXQ CAPITAL, LP	$2.77M	105,670	0.01%
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$2.77M	174,157	0.01%
Miller Financial Services LLC	$2.74M	104,638	0.01%
IQ EQ FUND MANAGEMENT (IRELAND) Ltd	$2.73M	104,287	0.01%
GATEWAY INVESTMENT ADVISERS LLC	$2.70M	169,720	0.01%
Vanguard Personalized Indexing Management, LLC	$2.69M	102,830	0.01%
Investment Management Corp of Ontario	$2.68M	102,279	0.01%
Empowered Funds, LLC	$2.64M	100,832	0.01%
Vivid Wealth Management, LLC	$2.63M	100,398	0.01%
CAPSTONE INVESTMENT ADVISORS, LLC	$2.63M	100,304	0.01%
GatePass Capital, LLC	$2.62M	100,122	0.01%
Swedbank AB	$2.60M	99,191	0.01%
Perennial Investment Advisors, LLC	$2.57M	98,054	0.01%