As of the latest SEC filings, SoFi Technologies, Inc. (SOFI) is held by 389 institutional funds. The largest fund shareholder is VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI), holding an estimated $643,436,050.84 in market value, representing 0.03% of its portfolio.
Funds holding SoFi Technologies, Inc. (SOFI)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- SOFI
- CIK:
- 0001818874
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.03% | $643,436,050.84 | 40,518,643 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.28% | $466,942,284.88 | 29,404,426 | Mar 31, 2026 | May 28, 2026 |
|
VISGX
VANGUARD SMALL-CAP GROWTH INDEX FUND
|
ETF | Vanguard | 0.68% | $261,300,302.52 | 16,454,679 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.28% | $225,252,877.20 | 14,184,690 | Mar 31, 2026 | May 28, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.29% | $117,609,028.80 | 6,622,130 | Feb 28, 2026 | Apr 24, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.15% | $73,679,309.40 | 4,639,755 | Mar 31, 2026 | May 28, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.14% | $72,313,842.30 | 4,491,543 | Apr 30, 2026 | Jun 26, 2026 |
|
SCHG
Schwab U.S. Large-Cap Growth ETF
|
ETF | Charles Schwab | 0.08% | $42,921,000.48 | 2,416,723 | Feb 28, 2026 | Apr 24, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.03% | $41,791,642.08 | 2,353,133 | Feb 28, 2026 | Apr 24, 2026 |
|
IWD
iShares Russell 1000 Value ETF
|
ETF | BlackRock / iShares | 0.05% | $38,039,793.64 | 2,395,453 | Mar 31, 2026 | May 22, 2026 |
|
VFAIX
VANGUARD FINANCIALS INDEX FUND
|
ETF | Vanguard | 0.26% | $35,536,694.40 | 2,000,940 | Feb 28, 2026 | Apr 28, 2026 |
|
ARKK
ARK Innovation ETF
|
ETF | Independent / Boutique | 0.54% | $35,041,279.70 | 2,176,477 | Apr 30, 2026 | Jun 23, 2026 |
|
FCFMX
Fidelity Series Total Market Index Fund
|
MF | Fidelity | 0.03% | $33,061,074.72 | 1,861,547 | Feb 28, 2026 | Apr 24, 2026 |
|
DFAC
Dimensional U.S. Core Equity 2 ETF
|
ETF | Dimensional Fund Advisors | 0.06% | $28,137,696.30 | 1,747,683 | Apr 30, 2026 | Jun 29, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.07% | $27,871,225.20 | 1,731,132 | Apr 30, 2026 | Jun 24, 2026 |
|
VMGRX
VANGUARD MID-CAP GROWTH FUND
|
MF | Vanguard | 0.91% | $25,702,217.10 | 1,596,411 | Apr 30, 2026 | Jun 26, 2026 |
|
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
ETF | BlackRock / iShares | 0.03% | $25,322,216.24 | 1,594,598 | Mar 31, 2026 | May 28, 2026 |
|
IWS
iShares Russell Mid-Cap Value ETF
|
ETF | BlackRock / iShares | 0.17% | $23,988,264.48 | 1,510,596 | Mar 31, 2026 | May 26, 2026 |
|
FSAKX
Strategic Advisers U.S. Total Stock Fund
|
MF | Fidelity | 0.03% | $23,484,243.36 | 1,322,311 | Feb 28, 2026 | Apr 24, 2026 |
|
VGIAX
VANGUARD GROWTH AND INCOME FUND
|
MF | Vanguard | 0.14% | $23,241,968.00 | 1,463,600 | Mar 31, 2026 | May 28, 2026 |
|
SCHX
Schwab U.S. Large-Cap ETF
|
ETF | Charles Schwab | 0.04% | $23,017,102.08 | 1,296,008 | Feb 28, 2026 | Apr 24, 2026 |
|
ARKF
ARK Blockchain & Fintech Innovation ETF
|
ETF | Independent / Boutique | 2.51% | $20,798,897.70 | 1,291,857 | Apr 30, 2026 | Jun 23, 2026 |
|
DYNF
iShares U.S. Equity Factor Rotation Active ETF
|
ETF | BlackRock / iShares | 0.05% | $18,486,712.30 | 1,148,243 | Apr 30, 2026 | Jun 25, 2026 |
|
IWP
iShares Russell Mid-Cap Growth ETF
|
ETF | BlackRock / iShares | 0.09% | $17,698,545.84 | 1,114,518 | Mar 31, 2026 | May 28, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $17,083,677.80 | 1,061,098 | Apr 30, 2026 | Jun 24, 2026 |
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