Guru Ownership Trend
Guru Analysis for SoFi Technologies, Inc. (SOFI)
SoFi Technologies, Inc. (SOFI), a key player in the Financials sector, continues to attract institutional attention.
As of Q2 2026, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $85.95 M.
Top institutional holders include Catherine Wood and Jefferies Group.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $39.63 M net outflow during the quarter.
Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 15.0%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for SoFi Technologies, Inc. (SOFI)
Major holders include Catherine Wood ($67.1 M), Jefferies Group ($17.29 M), Cliff Asness ($9.99 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 5.43 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $39.63 M, with 2 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 1 fully exited SOFI. The total reported sell value was $42.25 M.
Yes, 1 managers opened new positions in SOFI, and 1 increased their existing holdings. The total reported buy value was $2.61 M.
