SOFI
SoFi Technologies, Inc.Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors | Q3 2024(8Q snapshot) | 7Q | $6.61 | $16 | +138% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $6.61 | $16 | +138% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $6.61 | $16 | +138% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $6.61 | $16 | +138% |
| Renaissance Technologies re-entered | Q4 2024(8Q snapshot) | 6Q | $14 | $16 | +16% |
| Two Sigma Investments | Q4 2024(8Q snapshot) | 6Q | $13 | $16 | +17% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Soros Fund Management | Q3 2024 | Q4 2024 | → $13 | +103% |
| Maverick Capital | Q2 2023 | Q4 2023 | → $7.48 | +57% |
| Coatue Management 2× in & out | Q3 2022 | Q2 2023 | → $4.77 | -37% |
| Third Point | Q3 2021 | Q4 2021 | → $23 | +60% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at SoFi Technologies, Inc.. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from May 22, 2026 — the most recent Form 4 on file — not from today.
- Form 40002032458-26-000016May 22, 2026
- Form 40002034857-26-000008May 18, 2026
- Form 40002012135-26-000017May 18, 2026
- Form 40001613438-26-000012May 11, 2026
- Form 40001613438-26-000010May 8, 2026
- Form 40002032458-26-000014Apr 23, 2026
- Form 40001892579-26-000002Apr 2, 2026
- Form 40002032458-26-000012Mar 20, 2026
- Form 40001613438-26-000008Mar 18, 2026
- Form 40001351119-26-000011Mar 18, 2026
- Form 40001934200-26-000005Mar 18, 2026
- Form 40001864508-26-000004Mar 18, 2026
- Form 40002032458-26-000009Mar 18, 2026
- Form 40002012135-26-000015Mar 18, 2026
- Form 40001613438-26-000006Mar 17, 2026
Fundamentals
XBRL · SoFi Technologies, Inc.Annual figures sourced directly from SoFi Technologies, Inc.'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for SoFi Technologies, Inc. — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 7, 2026
- DEF 14AProxy statementApr 30, 2026
- 8-KMaterial eventApr 29, 2026
- 10-KAnnual reportFeb 17, 2026
- 8-KMaterial eventJan 30, 2026
- 8-KMaterial eventJan 9, 2026
- 8-KMaterial eventJan 5, 2026
- 8-KMaterial eventDec 8, 2025
- 8-KMaterial eventDec 5, 2025
- 8-KMaterial eventDec 4, 2025
- 8-KMaterial eventNov 13, 2025
- 10-QQuarterly reportNov 6, 2025
- 8-KMaterial eventOct 28, 2025
- 8-KMaterial eventAug 29, 2025
- 10-QQuarterly reportAug 7, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Renaissance Technologies | Q2 2026 | open | $16 | $16 | -2% |
| Two Sigma Investments | Q4 2024 | open | $13 | $16 | +17% |
| Renaissance Technologies | Q4 2024 | Q1 2026 | $14 | $19 | +43% |
| Citadel Advisors | Q3 2024 | open | $6.61 | $16 | +138% |
| Soros Fund Management | Q3 2024 | Q4 2024 | $6.61 | $13 | +103% |
| D.E. Shaw | Q3 2024 | open | $6.61 | $16 | +138% |
| AQR Capital Management | Q3 2024 | open | $6.61 | $16 | +138% |
| Millennium Management | Q3 2024 | open | $6.61 | $16 | +138% |
| Maverick Capital | Q2 2023 | Q4 2023 | $4.77 | $7.48 | +57% |
| Coatue Management | Q3 2022 | Q2 2023 | $7.62 | $4.77 | -37% |
| Third Point | Q3 2021 | Q4 2021 | $14 | $23 | +60% |
| Coatue Management | Q3 2021 | Q4 2021 | $15 | $23 | +52% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.