SoFi Technologies, Inc.
IT ˙ BIT ˙ US83406F1021
14,80 € ↑0,27 (1,86%)
2026-06-04
AKTIENPREIS
SecurityIT:1SOFI / SoFi Technologies, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership21,258,767 shares
Latest Disclosed Value $ 337,589,248
Morgan Stanley reports 59.56% increase in ownership of 1SOFI / SoFi Technologies, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 21,258,767 shares of SoFi Technologies, Inc. (IT:1SOFI) valued at $284,527,338 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 13,323,366 shares of SoFi Technologies, Inc.. This represents a change in shares of 59.56% during the quarter. The current value of the position is $314,629,752 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 21,258,767 7,935,401 59.56 337,589 -3.22 0.0203
2026-05-27 2025-12-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 13,323,366 3,350,258 33.59 348,806 32.38 0.0208
2026-02-13 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 13,323,366 3,350,258 348,806 0.0208
2026-05-27 2025-09-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 9,973,108 -3,723,661 -27.19 263,490 5.64 0.0160
2025-11-14 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 9,973,108 -3,723,661 263,490 0.0160
2025-08-15 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 13,696,769 -68,185 -0.50 249,418 55.80 0.0162
2025-05-15 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 13,764,954 212,788 1.57 160,086 -23.29 0.0114
2025-05-15 2024-12-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 13,552,166 1,619,565 13.57 208,703 122.52 0.0146
2025-02-14 2024-12-31 13F SOFI TECHNOLOGIES COM 83406F102 13,552,166 1,619,565 208,703 0.0146
2025-05-14 2024-09-30 13F/A-2 SOFI TECHNOLOGIES COM 83406F102 11,932,601 -3,991,715 -25.07 93,790 -10.90 0.0068
2025-02-14 2024-09-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 11,932,601 -3,991,715 93,790 0.0068
2024-11-14 2024-09-30 13F SOFI TECHNOLOGIES COM 83406F102 11,932,601 -3,991,715 93,790 0.0068
2025-05-14 2024-06-30 13F/A-2 SOFI TECHNOLOGIES COM 83406F102 15,924,316 847,234 5.62 105,260 -4.36 0.0081
2024-10-17 2024-06-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 15,924,316 847,234 105,260 0.0081
2024-08-14 2024-06-30 13F SOFI TECHNOLOGIES COM 83406F102 15,924,316 847,234 105,260 0.0081
2024-10-17 2024-03-31 13F/A-2 SOFI TECHNOLOGIES COM 83406F102 15,077,082 4,304,645 39.96 110,063 2.68 0.0088
2024-08-16 2024-03-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 15,077,082 4,304,645 110,063 0.0088
2024-05-15 2024-03-31 13F SOFI TECHNOLOGIES COM 83406F102 15,077,082 4,304,645 110,063 0.0088
2024-08-16 2023-12-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 10,772,437 1,957,692 22.21 107,186 52.19 0.0094
2024-02-13 2023-12-31 13F SOFI TECHNOLOGIES COM 83406F102 10,772,437 1,957,692 107,186 0.0094
2023-11-15 2023-09-30 13F SOFI TECHNOLOGIES COM 83406F102 8,814,745 -3,271,091 -27.07 70,430 -30.13 0.0072
2023-08-14 2023-06-30 13F SOFI TECHNOLOGIES COM 83406F102 12,085,836 5,604,063 86.46 100,796 156.19 0.0099
2023-05-15 2023-03-31 13F SOFI TECHNOLOGIES COM 83406F102 6,481,773 336,109 5.47 39,344 38.87 0.0042
2023-02-14 2022-12-31 13F SOFI TECHNOLOGIES COM 83406F102 6,145,664 -866,472 -12.36 28,332 -17.21 0.0032
2022-11-14 2022-09-30 13F SOFI TECHNOLOGIES COM 83406F102 7,012,136 -1,008,389 -12.57 34,220 -19.04 0.0047
2022-10-27 2022-06-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 8,020,525 515,370 6.87 42,268 -40.40 0.0055
2022-08-15 2022-06-30 13F SOFI TECHNOLOGIES COM 83406F102 8,020,525 515,370 42,268 0.0055
2022-10-27 2022-03-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 7,505,155 3,015,078 67.15 70,923 -0.09 0.0096
2022-05-13 2022-03-31 13F SOFI TECHNOLOGIES COM 83406F102 7,505,155 3,015,078 70,923 0.0096
2022-02-14 2021-12-31 13F SOFI TECHNOLOGIES COM 83406F102 4,490,077 1,573,151 53.93 70,988 53.25 0.0088
2021-11-15 2021-09-30 13F SOFI TECHNOLOGIES COM 83406F102 2,916,926 1,678,699 135.57 46,321 95.15 0.0062
2021-08-23 2021-06-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 1,238,227 1,232,364 21,019.34 23,736 21,877.78 0.0031
2021-08-16 2021-06-30 13F SOFI TECHNOLOGIES COM 83406F102 1,238,227 431,140 23,736 0.0031
2021-05-17 2021-03-31 13F SOCIAL CAPITAL HEDOSOPHA HLD UNIT 99/99/9999 G8252P121 5,863 -70,132 -92.29 108 -89.21 0.0000
2021-05-17 2021-03-31 13F SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 807,087 776,353 13,842 0.0020
2021-02-16 2020-12-31 13F SOCIAL CAPITAL HEDOSOPHA HLD UNIT 99/99/9999 G8252P121 75,995 75,995 1,001 0.0002
2021-02-16 2020-12-31 13F SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 30,734 30,734 383 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.