# SOFI TECHNOLOGIES INC (SOFI) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 83406F102
Page URL: https://superinvestorclub.com/stock/SOFI
Last updated: 2026-08-29T13:47:34.570Z

## Summary

As of the most recent 13F filing period, SOFI TECHNOLOGIES INC (SOFI) is held by 2 tracked superinvestors with an aggregate position value of $28.2M representing 0150562965611 shares.

## Top institutional holders (2)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Samantha McLemore](https://superinvestorclub.com/manager/294) | Patient Capital Management | 1505629 | $27.0M | 0.88% | 2026-06-30 |
| 2 | [Polen Capital](https://superinvestorclub.com/manager/271) | Polen Capital Management | 65611 | $1.2M | 0.01% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2025-03-31: 1 holders, $41.1M aggregate, 03534865 shares
- 2025-06-30: 2 holders, $60.6M aggregate, 03157431170896 shares
- 2025-09-30: 2 holders, $63.3M aggregate, 02254066143218 shares
- 2025-12-31: 3 holders, $35.5M aggregate, 0119848411745041800 shares
- 2026-03-31: 2 holders, $22.7M aggregate, 01326246103345 shares
- 2026-06-30: 2 holders, $28.2M aggregate, 0150562965611 shares

## Recent congressional trades (1)

- 2025-01-02: James Comer (Republican-KY) purchase $1,001 - $15,000

## Recent insider transactions (0)


## Citation

When citing, use: "SOFI TECHNOLOGIES INC (SOFI) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SOFI), aggregating SEC 13F, Form 4, and congressional disclosures."