Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Sofi Technologies Inc (SOFI)

926 + Investors. Track Smart Money conviction in SOFI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -62
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — SOFI

Based on 936 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their SOFI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
936 funds currently hold this stock — 94% of the 3.0-year high of 998 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +34% more funds vs a year ago

fund count last 6Q
+235 new funds entered over the past year (+34% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 51% buying

542 buying521 selling
Last quarter: 542 funds bought or added vs 521 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-61 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 127 → 249 → 199 → 138. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 27% medium ■ 29% new
409 out of 936 hedge funds have held SOFI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -37%

Value
-37%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -37%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~138 new funds/quarter

125 → 127 → 249 → 199 → 138 new funds/Q
New funds entering each quarter: 127 → 249 → 199 → 138. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 52% veterans vs 32% newcomers

■ 52% veterans ■ 16% 1-2yr ■ 32% new
Entry-cohort mix of 1,019 holders: 531 (52%) are 2+ year veterans, 158 entered 1–2 years ago, and 330 (32%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
61 of 913 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SOFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SOFI

In 2026 Q1, 542 hedge funds were net buyers of SOFI (138 opened a new position, 404 added to an existing one), while 521 reduced or exited (321 trimmed, 200 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 46% of total institutional value in SOFI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -62 funds (more exits than new entries). Total institutional holders: 936.

Hedge Fund Ownership: SOFI

How many hedge funds hold SOFI — quarterly history vs. share price
Quarterly hedge fund ownership of SOFI vs. share price

Market Analysis: SOFI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SOFI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Sofi Technologies Inc (SOFI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SOFI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 82d ago
SOFI
+12.8%
XLF
+8.5%

SOFI outperformed XLF by +4.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
SOFI
+14.7%
XLF
+4.8%

Since the filing became public, SOFI outperformed XLF by +9.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

54 top-rated funds 7 high-conviction
Consensus
7.6
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: SOFI
926 + Investors

Track Smart Money conviction in SOFI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 926 998 -7.21%
13F Shares 1.02B 986M 3.7%
Total Value $16.18B $25.68B -36.98%
New Positions 134 199 -65
Increased Positions 378 424 -46
Closed Positions 206 108 +98
Reduced Positions 296 238 +58
Total Calls 52 57 -8.77%
Total Puts 52 47 10.64%
PUT/CALL Ratio 1.0 0.82 Neutral

Statistics: SOFI

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

926 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SOFI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SOFI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Accel Growth Fund V Associates L.L.C. 79.82% 4,104,459 $65.2M
2 Provident Living Financial Services, Inc. 13.23% 823,296 $12.0M
3 Longitude (Cayman) Ltd. 7.38% 1,135,000 $18.0M
4 Sullivan Wood Capital Management LLC 5.88% 211,645 $3.4M
5 Longitude (Cayman) Ltd. 4.19% 645,000 $10.2M
6 Carroll Investors, Inc 3.13% 368,451 $5.9M
7 Firsthand Capital Management, Inc. 2.71% 80,000 $1.3M
8 Rakuten Securities, Inc. 2.60% 394,867 $6.3M
9 Mfg Wealth Management, INC. 2.36% 179,099 $2.8M
10 Warm Springs Advisors Inc. 2.16% 160,000 $2.5M
11 Diversify Advisory Services, LLC 2.13% 898,614 $14.0M
12 Miller Financial Services LLC 1.98% 113,683 $1.8M
13 FORA Capital, LLC 1.70% 1,459,754 $23.2M
14 Mlp3, LLC 1.37% 78,515 $1.2M
15 Westbourne Investment Advisors, Inc. 1.29% 279,543 $4.4M
16 CMG Global Holdings, LLC 1.23% 162,004 $2.6M
17 Defiance ETFs, LLC 1.22% 5,353,132 $85.0M
18 Pegasus Asset Management, Inc. 1.08% 212,786 $3.4M
19 Taylor Frigon Capital Management LLC 1.07% 118,017 $1.9M
20 Bayesian Capital Management, LP 1.02% 52,860 $839K
21 Cypress Point Investment Management LP 1.02% 273,294 $4.3M
22 Carlson Capital, L.P. 0.95% 190,000 $3.0M
23 FirstWave Capital Management LLC 0.94% 55,835 $887K
24 Torrey Growth & Income Advisors 0.83% 126,027 $2.0M
25 Tremblant Capital Group 0.82% 1,606,355 $25.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Sofi Technologies Inc (SOFI)

What does the Smart Money Trend signal show for SOFI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their SOFI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for SOFI?

Slight buying edge — 51% buying: Last quarter: 542 funds bought or added vs 521 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SOFI holders?

Elite ownership — 46% AUM from top-100 funds: 61 of 913 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in SOFI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SOFI?

44% of holders stayed for 2+ years: 409 out of 936 hedge funds have held SOFI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Sofi Technologies Inc (SOFI) following the 2026 Q1 hedge fund 13F filings?

As of today, SOFI has moved +14.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of +9.9%. Since the quarter end (March 31, 2026), SOFI has gained +12.8% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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