Follow-The-Filings

Security

SOFI

Sofi Technologies Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

14 owners 1 new 2 exits max 0.8% (Samantha Mclemore - Patie...)

grid → activity → earnings →
owners 14
max % 0.8%
tracked value $4.7B
qoq N 1 A 5 R 5 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Samantha Mclemore - Patient Capital Management, LLC 2026 Q1 0.8% Add -0.44 pp 1,326,246 $21M hist
Cathie Wood - Ark Investment Management LLC 2026 Q1 0.5% Reduce -0.24 pp 3,836,003 $61M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.4% Add -0.15 pp 42,720,908 $678M hist
Two Sigma Investments, LP 2025 Q4 stale 0.4% Exit -0.35 pp 9,446,103 $247M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.06 pp 6,519,684 $104M hist
Renaissance Technologies LLC 2026 Q1 0.1% New 0.1% 2,317,400 $37M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Add +0.03 pp 8,258,468 $131M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 111,003,107 $2.9B hist
Norges Bank 2025 Q4 stale 0.0% Exit -0.03 pp 12,280,945 $322M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.02 pp 11,047,181 $175M hist
Polen Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 103,345 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce 0.00 pp 596,609 $9M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% — 16,320 $259 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 2,805 $45 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 20,443 $535 hist
Natixis Advisors, LLC exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 10,309 $270 hist

14 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 25 shown

Filed Form Detail Links
8-K 2.02,9.01 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
8-K 5.07 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc
4 FORM 4 Filing Doc

Updated 22 minutes ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $421.45M $503.12M $619.35M
Gross profit * $41.46M $41.49M $10.36M
Gross margin * 9.8% 8.2% 1.7%
Net income -$300.74M $498.66M $481.32M
Net margin * -71.4% 99.1% 77.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $30.07B $36.25B $50.66B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $5.23B $6.53B $10.49B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$7.23B -$1.12B -$3.74B
Cash from investing -$1.89B -$4.82B -$6.72B
Cash from financing $10.89B $5.03B $13.11B
Net change in cash $1.77B -$906.22M $2.65B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders