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ETF Holdings Breakdown of SOFI

Stock NameSoFi Technologies Inc.
TickerSOFI(USD) NASDAQ
TYPECommon Stock
CountryUSA
ISINUS83406F1021
LEI549300SW81JCMVZDDY09

SOFI institutional holdings

The adjusted close for SOFI on 2025-12-24 was 27.48

The following institutional investment holdings of SOFI have been identified

Date ETF ISIN/Name Num Shares Book value Derived Price per Share Comment
2025-12-24 IE00019GPKX6 (iShares MSCI ACWI UCITS ETF SGD Hedged (Acc)) 331,882USD 9,120,117 1.1% 27.48  
2025-12-24 IE0002EKOXU6 (iShares Russell 1000 Value UCITS ETF) 9,714USD 266,941 1.1% 27.48  
2025-12-24 IE0007O06KL9 (iShares Russell 2000 Swap UCITS ETF) 6,981 200.0%USD 191,838 198.9% 27.48  
2025-12-24 IE000D3BWBR2 (iShares S&P 500 Swap UCITS ETF USD (Dist)) 191,397 200.0%USD 5,259,590 198.9% 27.48  
2025-12-24 IE000G2LIHG9 (iShares MSCI USA ESG Screened UCITS ETF EUR Hedged (Acc)) 375,576USD 10,320,828 1.1% 27.48  
2025-12-24 IE000NITTFF2 (iShares Russell 1000 Growth UCITS ETF) 2,508USD 68,920 1.1% 27.48  
2025-12-24 IE000OHHIBC6 (iShares Core MSCI World UCITS ETF USD (Dist)) 1,732,427USD 47,607,094 1.1% 27.48  
2025-12-24 IE00B0M62Q58 (iShares MSCI World UCITS ETF USD (Dist)) 114,642USD 3,150,362 1.1% 27.48  
2025-12-24 IE00B14X4M10 (iShares MSCI North America UCITS ETF USD (Dist) USD) 22,649USD 622,395 1.1% 27.48  
2025-12-24 IE00B42YS929 (iShares MSCI World GBP Hedged UCITS ETF (Acc)) 6,906USD 140,503 0.9% 20.35 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 27.48 not 20.35. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B42YS929 incorrectly reporting value of holding as USD actually is reported in GBP
2025-12-24 IE00B441G979 (iShares MSCI World EUR Hedged UCITS ETF (Acc)) 73,276USD 1,709,576 1.0% 23.33 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 27.48 not 23.33. May be due to incorrect reporting of currency . Could be EUR or USD insteadIE00B441G979 incorrectly reporting value of holding as USD actually is reported in EUR
2025-12-24 IE00B4L5Y983 (iShares Core MSCI World UCITS ETF USD (Acc)) 1,732,427USD 47,607,094 1.1% 27.48  
2025-12-24 IE00B52SFT06 (iShares MSCI USA UCITS ETF USD (Acc)) 59,624USD 1,638,468 1.1% 27.48  
2025-12-24 IE00BD1F4K20 (iShares MSCI USA Mid-Cap Equal Weight UCITS ETF USD (Acc)) 32,621USD 896,425 1.1% 27.48  
2025-12-24 IE00BD1F4N50 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Acc) GBP) 59,612USD 1,638,138 1.1% 27.48  
2025-12-24 IE00BD45YS76 (iShares Core MSCI World UCITS ETF GBP Hedged (Dist)) 1,732,427USD 47,607,094 1.1% 27.48  
2025-12-24 IE00BFF5RZ82 (iShares Edge MSCI USA Momentum Factor UCITS ETF USD (Dist)) 59,612USD 1,638,138 1.1% 27.48  
2025-12-24 IE00BFNM3H51 (iShares MSCI USA ESG Screened UCITS ETF USD (Dist)) 375,576USD 10,320,828 1.1% 27.48  
2025-12-24 IE00BFNM3J75 (iShares MSCI World ESG Screened UCITS ETF) 92,660USD 2,546,297 1.1% 27.48  
2025-12-24 IE00BFNM3K80 (iShares MSCI World ESG Screened UCITS ETF USD (Dist)) 92,660USD 2,546,297 1.1% 27.48  
2025-12-24 IE00BHZPJ569 (iShares MSCI World ESG Enhanced UCITS ETF USD Acc GBP) 25,380USD 697,442 0.9% 27.48  
2025-12-24 IE00BHZPJ890 (iShares MSCI USA ESG Enhanced UCITS ETF USD (Dist)) 126,723 0.1%USD 3,482,348 1.1% 27.48  
2025-12-24 IE00BJ5JP097 (iShares MSCI World Financials Sector ESG UCITS ETF USD (Dist)) 12,383USD 340,285 1.1% 27.48  
2025-12-24 IE00BKBF6H24 (iShares Core MSCI World UCITS ETF) 1,732,427USD 47,607,094 1.1% 27.48  
2025-12-24 IE00BMTX1Y45 (iShares S&P 500 Swap UCITS ETF USD (Acc)) 191,397 200.0%USD 5,259,590 198.9% 27.48  
2025-12-24 IE00BP3QZD73 (iShares MSCI World Mid-Cap Equal Weight UCITS ETF USD (Acc)) 15,398USD 423,137 1.1% 27.48  
2025-12-23 IE00B6R52259 (iShares MSCI ACWI UCITS ETF) 331,882 0.4%USD 9,023,872 3.7% 27.19 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 27.48 not 27.19. May be due to incorrect reporting of currency . Could be EUR or USD instead 
2025-12-23 IE00BFNM3G45 (iShares MSCI USA ESG Screened UCITS ETF USD (Acc)) 375,576 0.4%USD 10,211,911 -0.2% 27.19 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 27.48 not 27.19. May be due to incorrect reporting of currency . Could be EUR or USD instead 
2025-12-23 IE00BG11HV38 (iShares MSCI World ESG Enhanced UCITS ETF USD Inc GBP) 25,380USD 690,082 -0.6% 27.19 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 27.48 not 27.19. May be due to incorrect reporting of currency . Could be EUR or USD instead 
2025-12-22 IE00BP3QZ825 (iShares Edge MSCI World Momentum Factor UCITS ETF) 210,391USD 5,754,194 0.4% 27.35 Warning! :Potential incorrect reporting.Incorrect share price reported. Should be 27.48 not 27.35. May be due to incorrect reporting of currency . Could be EUR or USD instead 
Total =10,152,114 USD 278,386,898
Book value of shares is calculated on the adjusted close price of each day (row).

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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