$SOFI is held by 19 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 1.65%, with an average of 0.39% of portfolio. Largest holder: LM Advisors LLC at 1.65%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SOFI TECHNOLOGIES INC
13F holders
932
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 932 · Source: 13F-HR01
Brightline Capital Management, LLC
—
—
02
Solus Alternative Asset Management LP
—
—
03
Godsey & Gibb, Inc.
—
—
04
Commerce Bank
—
—
05
Axa S.a.
—
—
06
State Street
—
—
07
New Harbor Financial Group, LLC
—
—
08
ProShare Advisors LLC
—
—
09
Minneapolis Portfolio Management Group, LLC
—
—
10
Mesirow Financial Investment Management, Inc.
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—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
19 holders · Q1 202601
LM Advisors LLC
1.65% ↓ 0.6pp
α +15.5pts
02
Level Financial Advisors
1.49% NEW
α +30.9pts
03
Voloridge Investment Management, LLC
0.81% held
α +15.5pts
04
Sandler Capital Management
0.74% held
α +12.8pts
05
Nikko Asset Management Americas, Inc.
0.70% held
α +22.1pts
06
Capital Markets Trading UK LLP
0.58% held
α +19.5pts
07
Aigen Investment Management, LP
0.39% NEW
α +50.5pts
08
Fiduciary Alliance LLC
0.32% held
α +16.8pts
09
Oxford Asset Management LLP
0.22% NEW
α +10.3pts
10
Caption Management, LLC
0.14% held
α +15.5pts
11
GM Advisory Group, LLC
0.12% NEW
α +16.5pts
12
Plum Street Advisors, LLC
0.08% held
α +18.0pts
13
Citigroup Inc.
0.06% held
α +26.3pts
14
RFG Advisory, LLC
0.06% held
α +16.2pts
15
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.02% held
α +27.5pts
16
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
17
Eventide Asset Management, LLC
0.01% held
α +22.5pts
18
Principal Securities, Inc.
0.00% held
α +21.3pts
19
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
23 transactions · 7 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $SOFI lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $SOFI — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:37 UTC.