SoFi Ownership | Who Owns SoFi?
SoFi Ownership Summary
SoFi is owned by 45.92% institutional investors, 3.20% insiders, and 50.88% retail investors. Vanguard group is the largest institutional shareholder, holding 9.16% of SOFI shares.
SOFI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | SoFi | 45.92% | 3.20% | 50.88% |
| Sector | Financial Services Stocks | 49.66% | 13.98% | 36.36% |
| Industry | Credit Services Stocks | 49.87% | 8.04% | 42.08% |
| Idea | Digital Banking Stocks List | 76.08% | 6.91% | 17.01% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 90.03M | 9.16% | $595.10M |
| Blackrock | 45.46M | 4.63% | $300.47M |
| Silver lake group | 31.15M | 3.17% | $205.93M |
| State street | 17.75M | 1.81% | $117.34M |
| Geode capital management | 17.26M | 1.76% | $114.12M |
| Morgan stanley | 15.92M | 1.62% | $105.26M |
| Ark investment management | 14.54M | 1.48% | $96.08M |
| Norges bank | 13.95M | 1.42% | $92.22M |
| Dimensional fund advisors lp | 13.08M | 1.33% | $86.48M |
| Sumitomo mitsui trust | 11.46M | 1.17% | $75.74M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Accel growth fund v associates | 4.10M | 33.81% | $27.13M |
| Gpi capital | 3.75M | 6.55% | $24.79M |
| Longitude | 1.31M | 5.50% | $8.67M |
| Silver lake group | 31.15M | 2.52% | $205.93M |
| Prentice capital management, lp | 150.12K | 2.33% | $992.27K |
| Clarity capital partners | 435.18K | 1.76% | $2.88M |
| Patient capital management | 3.85M | 1.35% | $25.42M |
| Azora capital lp | 4.00M | 1.22% | $26.41M |
| Nikko asset management americas | 11.46M | 0.87% | $75.74M |
| Ark investment management | 14.54M | 0.85% | $96.08M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 13.95M | 0.01% | 13.95M |
| Dimensional fund advisors lp | 13.08M | 0.02% | 9.48M |
| Vanguard group | 90.03M | 0.01% | 7.20M |
| Blackrock | 45.46M | 0.01% | 3.66M |
| Marshall wace, llp | 6.36M | 0.06% | 3.59M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Citadel advisors | 245.42K | 0.00% | -11.60M |
| Renaissance | - | - | -5.28M |
| Two sigma investments, lp | - | - | -3.58M |
| Jpmorgan chase | 3.86M | 0.00% | -2.86M |
| Quadrature capital | - | - | -2.41M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 13.95M | 0.01% | 13.95M | $92.22M |
| Kodai capital management lp | 1.05M | 0.13% | 1.05M | $6.95M |
| Mirae asset global etfs | 955.29K | 0.01% | 955.29K | $6.31M |
| Pdt partners | 740.85K | 0.46% | 740.85K | $4.90M |
| Wells fargo & company/mn | 250.00K | 0.00% | 250.00K | $1.65M |
Sold Out
| Holder | Change |
|---|---|
| Iron horse wealth management | -4.00 |
| West branch capital | -6.00 |
| Wetzel investment advisors | -10.00 |
| Family firm | -24.00 |
| Brown brothers harriman | -30.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 678 | 5.77% | 491,865,600 | 9.46% | 45 | 2.55% | 335 | 5.02% | 156 | -0.64% |
| Jun 30, 2024 | 631 | -3.66% | 449,259,781 | 4.91% | 45 | 2.41% | 310 | -13.17% | 157 | 9.79% |
| Mar 31, 2024 | 655 | 2.83% | 428,252,899 | 14.33% | 43 | 2.77% | 357 | 8.18% | 143 | -5.92% |
| Dec 31, 2023 | 637 | 10.59% | 374,566,669 | 8.39% | 39 | 3.00% | 330 | 27.91% | 152 | -1.30% |
| Sep 30, 2023 | 576 | -1.37% | 345,569,428 | -3.75% | 36 | 2.47% | 258 | -3.37% | 154 | 4.05% |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2024 | Schuppenhauer Eric | EVP GBUL Borrow | Buy | $500.00K |
| Dec 12, 2024 | Ruzwana Bashir | - | Sell | $833.19K |
| Dec 02, 2024 | SLTA IV (GP), L.L.C. | - | Sell | $27.78M |
| Dec 03, 2024 | SLTA IV (GP), L.L.C. | - | Sell | $81.77M |
| Dec 03, 2024 | SLTA IV (GP), L.L.C. | - | Sell | $959.69K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | 1 | 12 |
| 2024 Q3 | - | 3 |
| 2024 Q2 | 4 | 2 |
| 2024 Q1 | - | 1 |
| 2023 Q4 | 3 | 4 |
SOFI Ownership FAQ
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