ETF Holdings Breakdown of SOFI

Stock Name	SoFi Technologies Inc.
Ticker	SOFI(USD) NASDAQ
TYPE	Common Stock
Country	USA
ISIN	US83406F1021
LEI	549300SW81JCMVZDDY09

SOFI institutional holdings

The following institutional investment holdings of SOFI have been identified

Date	ETF ISIN/Name	Num Shares	Book value	Derived Price per Share
2025-11-27	IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc))	1,720,480	USD 49,016,475	28.49
2025-11-27	IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist))	1,720,480	USD 49,016,475	28.49
2025-11-27	IE00BKBF6H24 (iShares Core MSCI World UCITS ETF)	1,720,480	USD 49,016,475	28.49
2025-11-27	IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist))	1,720,480	USD 49,016,475	28.49
2025-11-27	IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist))	127,717	USD 3,638,657	28.49
2025-11-27	IE00B6R52259 (iShares MSCI ACWI UCITS ETF)	326,314	USD 9,296,686	28.49
2025-11-24	IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc))	324,811 16.7%	USD 8,899,821 23.5%	27.40
2025-11-27	IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc))	362,322	USD 10,322,554	28.49
2025-11-27	IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist))	362,322	USD 10,322,554	28.49
2025-11-27	IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc))	362,322	USD 10,322,554	28.49
2025-11-27	IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc))	184,070 200.0%	USD 5,244,154 200.0%	28.49
2025-11-27	IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist))	184,070 200.0%	USD 5,244,154 200.0%	28.49
2025-11-27	IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist))	116,684	USD 3,324,327	28.49
2025-11-27	IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist))	88,446	USD 2,519,827	28.49
2025-11-27	IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF)	88,446	USD 2,519,827	28.49
2025-11-27	IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc))	71,127	USD 1,747,732	24.57
2025-11-27	IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF)	208,083	USD 5,928,285	28.49
2025-11-27	IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc))	58,135	USD 1,656,266	28.49
2025-11-27	IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD)	22,799	USD 649,544	28.49
2025-11-27	IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP)	70,419	USD 2,006,237	28.49
2025-11-27	IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist))	70,419	USD 2,006,237	28.49
2025-11-27	IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc))	7,145	USD 153,631 -0.2%	21.50
2025-11-27	IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc))	14,748	USD 420,171	28.49
2025-11-27	IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc))	32,601	USD 928,802	28.49
2025-11-27	IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF)	2,483	USD 70,741	28.49
2025-11-27	IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist))	13,153	USD 374,729	28.49
2025-11-27	IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF)	8,289	USD 236,154	28.49
2025-11-27	IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP)	25,920	USD 738,461	28.49
2025-11-27	IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP)	25,920	USD 738,461	28.49
Total =	10,040,685	USD 285,376,466

News associated with SOFI

SoFi Technologies (NASDAQ:SOFI) CTO Sells $2,715,157.50 in Stock: SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) CTO Jeremy Rishel sold 98,733 shares of the stock in a transaction dated Thursday, September 18th. The shares were sold at an average price of $27.50, for a total transaction of $2,715,157.50. Following the sale, the chief technology officer directly owned 759,553 shares in the company, valued […] - 2025-09-22 06:18:50
After Hours Most Active for Sep 12, 2025 : VCIT, IEF, LYFT, SOFI, IBIT, TSLA, GM, CNH, JNJ, SLB, IONQ, NEE: The NASDAQ 100 After Hours Indicator is down -8.14 to 24,084.05. The total After hours volume is currently 182,220,123 shares traded.The following are the most active stocks for the after hours session: Vanguard Intermediate-Term Corporate Bond ETF (VCIT) is -0.0298 at $84.31, w - 2025-09-12 17:29:52
SoFi Technologies (NASDAQ:SOFI) Sets New 52-Week High Following Analyst Upgrade: SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report)’s stock price hit a new 52-week high during trading on Wednesday after Needham & Company LLC raised their price target on the stock from $25.00 to $29.00. Needham & Company LLC currently has a buy rating on the stock. SoFi Technologies traded as high as $26.86 and […] - 2025-09-12 02:22:45
SoFi Technologies (NASDAQ:SOFI) Given New $29.00 Price Target at Needham & Company LLC: SoFi Technologies (NASDAQ:SOFI – Free Report) had its price objective lifted by Needham & Company LLC from $25.00 to $29.00 in a report published on Wednesday morning, Marketbeat reports. Needham & Company LLC currently has a buy rating on the stock. A number of other research analysts have also recently weighed in on the company. […] - 2025-09-11 04:40:23
VBK, PTC, SOFI, TOST: ETF Outflow Alert: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the Vanguard Small-Cap Growth ETF (Symbol: VBK) where we have detected an approximate $121.1 million dollar outflow -- that's a 0.6% decrease week over - 2025-09-09 11:50:41
Where Will SoFi Technologies Be in 5 Years?: Key PointsSoFi’s management team continues to expand the company’s offerings, which has brought in new customers. - 2025-09-01 05:59:00
SoFi Technologies (NASDAQ:SOFI) Price Target Raised to $24.00 at JPMorgan Chase & Co.: SoFi Technologies (NASDAQ:SOFI – Free Report) had its price target boosted by JPMorgan Chase & Co. from $22.00 to $24.00 in a report issued on Wednesday morning,Benzinga reports. JPMorgan Chase & Co. currently has a neutral rating on the stock. A number of other equities research analysts also recently weighed in on the stock. JMP […] - 2025-08-21 04:58:55
SoFi Technologies (NASDAQ:SOFI) Price Target Raised to $28.00: SoFi Technologies (NASDAQ:SOFI – Free Report) had its price target upped by Citigroup from $18.00 to $28.00 in a research note published on Wednesday,Benzinga reports. They currently have a buy rating on the stock. Several other research analysts have also weighed in on the stock. Rothschild & Co Redburn assumed coverage on shares of SoFi […] - 2025-08-21 04:58:49
Maryland State Retirement & Pension System Lowers Stake in SoFi Technologies, Inc. (NASDAQ:SOFI): Maryland State Retirement & Pension System lowered its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 16.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 49,415 shares of the company’s stock after selling 9,487 shares […] - 2025-08-15 05:22:53
Headlands Technologies LLC Takes $28,000 Position in SoFi Technologies, Inc. (NASDAQ:SOFI): Headlands Technologies LLC purchased a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) during the 1st quarter, Holdings Channel reports. The fund purchased 2,380 shares of the company’s stock, valued at approximately $28,000. Other hedge funds have also added to or reduced their stakes in the company. Hazlett Burt & Watson […] - 2025-08-14 04:51:18
US Bancorp DE Buys 11,031 Shares of SoFi Technologies, Inc. (NASDAQ:SOFI): US Bancorp DE boosted its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 35.2% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,386 shares of the company’s stock after purchasing an additional 11,031 […] - 2025-08-13 04:32:52
Blair William & Co. IL Grows Holdings in SoFi Technologies, Inc. (NASDAQ:SOFI): Blair William & Co. IL grew its stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 144.7% during the first quarter, Holdings Channel.com reports. The fund owned 61,726 shares of the company’s stock after acquiring an additional 36,496 shares during the period. Blair William & Co. IL’s holdings in SoFi Technologies were worth $718,000 […] - 2025-08-11 05:48:59
If You'd Invested $1,000 in SoFi 5 Years Ago, Here's How Much You'd Have Today: Key PointsSoFi has been a publicly traded company for just under five years, but investors have more than doubled their money. - 2025-08-07 06:17:00
LPL Financial LLC Boosts Holdings in SoFi Technologies, Inc. (NASDAQ:SOFI): LPL Financial LLC grew its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 13.1% in the 1st quarter, HoldingsChannel reports. The firm owned 1,812,630 shares of the company’s stock after purchasing an additional 209,290 shares during the quarter. LPL Financial LLC’s holdings in SoFi Technologies were worth $21,081,000 as of its most recent […] - 2025-08-05 05:10:53
After Hours Most Active for Jul 30, 2025 : INTC, SOFI, AAPL, SBUX, SNAP, GRAB, GOOG, F, WMT, ELAN, BAC, PCG: The NASDAQ 100 After Hours Indicator is up 188.92 to 23,534.33. The total After hours volume is currently 287,904,665 shares traded.The following are the most active stocks for the after hours session: Intel Corporation (INTC) is -0.01 at $20.40, with 28,034,750 shares traded. O - 2025-07-30 17:13:29
SoFi Technologies (NASDAQ:SOFI) Stock Price Up 14.2% on Strong Earnings: SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) traded up 14.2% during trading on Tuesday following a better than expected earnings announcement. The company traded as high as $25.11 and last traded at $24.01. 112,900,166 shares were traded during mid-day trading, an increase of 93% from the average session volume of 58,394,707 shares. The stock […] - 2025-07-30 03:06:50
SoFi Technologies (NASDAQ:SOFI) Reaches New 52-Week High on Better-Than-Expected Earnings: SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) reached a new 52-week high during trading on Tuesday following a stronger than expected earnings report. The company traded as high as $25.11 and last traded at $24.20, with a volume of 67070678 shares trading hands. The stock had previously closed at $21.02. The company reported $0.08 […] - 2025-07-30 02:14:46
Pre-Market Most Active for Jul 29, 2025 : NVO, SOFI, TSLL, SRPT, SQQQ, NVDA, SNAP, OPEN, UNH, NU, KVUE, T: The NASDAQ 100 Pre-Market Indicator is up 88.72 to 23,444.99. The total Pre-Market volume is currently 249,308,466 shares traded.The following are the most active stocks for the pre-market session: Novo Nordisk A/S (NVO) is -13 at $56.00, with 18,349,390 shares traded. NVO's cur - 2025-07-29 09:29:58
SoFi Technologies, Inc. (NASDAQ:SOFI) Shares Acquired by Victory Capital Management Inc.: Victory Capital Management Inc. lifted its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 34.0% during the first quarter, Holdings Channel.com reports. The fund owned 352,482 shares of the company’s stock after purchasing an additional 89,503 shares during the period. Victory Capital Management Inc.’s holdings in SoFi Technologies were worth $4,099,000 […] - 2025-07-28 05:02:49
Validea Detailed Fundamental Analysis - SOFI: Below is Validea's guru fundamental report for SOFI TECHNOLOGIES INC (SOFI). Of the 22 guru strategies we follow, SOFI rates highest using our Quantitative Momentum Investor model based on the published strategy of Wesley Gray. This momentum model looks for stocks with strong an - 2025-07-25 10:03:06
SoFi Technologies, Inc. (NASDAQ:SOFI) Holdings Raised by Larson Financial Group LLC: Larson Financial Group LLC boosted its stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 127.1% in the first quarter, Holdings Channel reports. The institutional investor owned 2,714 shares of the company’s stock after acquiring an additional 1,519 shares during the quarter. Larson Financial Group LLC’s holdings in SoFi Technologies were worth $32,000 as […] - 2025-07-23 05:12:58
Cwm LLC Buys 1,613 Shares of SoFi Technologies, Inc. (NASDAQ:SOFI): Cwm LLC raised its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 2.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 82,399 shares of the company’s stock after buying an additional 1,613 shares during the period. Cwm LLC’s holdings in SoFi […] - 2025-07-22 08:07:05
SoFi Technologies, Inc. (NASDAQ:SOFI) EVP Kelli Keough Sells 10,267 Shares: SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) EVP Kelli Keough sold 10,267 shares of the business’s stock in a transaction on Friday, July 18th. The stock was sold at an average price of $21.80, for a total value of $223,820.60. Following the sale, the executive vice president owned 245,200 shares in the company, valued […] - 2025-07-22 07:14:55
Noteworthy ETF Outflows: FTC, SOFI, SMCI, RBLX: Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the First Trust Large Cap Growth AlphaDEX Fund (Symbol: FTC) where we have detected an approximate $298.2 million dollar outflow -- that's a 19.9% decre - 2025-07-18 11:49:48
Ballentine Partners LLC Grows Holdings in SoFi Technologies, Inc. (NASDAQ:SOFI): Ballentine Partners LLC boosted its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 11.4% during the first quarter, Holdings Channel.com reports. The firm owned 14,648 shares of the company’s stock after purchasing an additional 1,497 shares during the quarter. Ballentine Partners LLC’s holdings in SoFi Technologies were worth $170,000 as of […] - 2025-07-18 05:07:06
SoFi Technologies (NASDAQ:SOFI) Reaches New 12-Month High Following Analyst Upgrade: SoFi Technologies, Inc. (NASDAQ:SOFI – Get Free Report) shares reached a new 52-week high during trading on Thursday after Truist Financial raised their price target on the stock from $14.00 to $20.00. Truist Financial currently has a hold rating on the stock. SoFi Technologies traded as high as $22.02 and last traded at $21.77, with […] - 2025-07-18 02:19:03
Xponance Inc. Raises Stock Position in SoFi Technologies, Inc. (NASDAQ:SOFI): Xponance Inc. increased its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 6.1% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 68,466 shares of the company’s stock after buying an additional 3,925 shares during the period. Xponance Inc.’s holdings in SoFi Technologies were worth $796,000 as of its most […] - 2025-07-17 05:31:01
Cerity Partners LLC Has $6.96 Million Stock Holdings in SoFi Technologies, Inc. (NASDAQ:SOFI): Cerity Partners LLC lifted its stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 17.9% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 598,501 shares of the company’s stock after acquiring an additional 90,882 shares during the quarter. Cerity Partners LLC owned approximately […] - 2025-07-16 05:38:08
Allworth Financial LP Has $404,000 Stock Position in SoFi Technologies, Inc. (NASDAQ:SOFI): Allworth Financial LP reduced its position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) by 63.7% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 32,780 shares of the company’s stock after selling 57,476 shares during the period. Allworth Financial LP’s holdings in SoFi Technologies were worth $404,000 […] - 2025-07-15 08:12:54
SoFi Technologies (NASDAQ:SOFI) Now Covered by The Goldman Sachs Group: The Goldman Sachs Group initiated coverage on shares of SoFi Technologies (NASDAQ:SOFI – Free Report) in a research report sent to investors on Monday. The firm issued a neutral rating and a $19.00 target price on the stock. Several other research firms have also commented on SOFI. UBS Group upped their price target on shares […] - 2025-07-15 07:22:50

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