§ FINANCIAL SERVICES
USD · Financial ServicesSOFI
SOFI TECHNOLOGIES INC
USDSector · Financial ServicesBeta · 2.33
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 15.79HIGH 16.20LOW 15.7452W 8.60 — 32.73
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
543 increased/new, 289 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 42.0 | P/B | 3.15 |
| EPS (TTM) | 0.38 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 69.6M | 0.0% | +1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 57.1M | n/a | n/a |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 51.0M | n/a | n/a |
| DE Shaw | 42.7M | 0.4% | +10% |
| UBS Group AG | 36.4M | 0.1% | +137% |
| State Street | 27.3M | 0.0% | +5% |
◇ AC INTELLIGENCE
Top institutional owners for SOFI as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER11.9% · 0 holders
OTHER41.9% · 774 holders
DEALER / BANK16.6% · 60 holders
PASSIVE / INDEX9.1% · 13 holders
SYSTEMATIC / QUANT6.8% · 18 holders
TACTICAL / MACRO5.1% · 6 holders
ACTIVIST4.3% · 1 holder
QUALITY / COMPOUNDER2.9% · 33 holders
INCOME / DEFENSIVE1.4% · 35 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for SOFI in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention SOFI yet.