SOFI TECHNOLOGIES INC

SOFI

Institutions

Combined AUM (Q2 2026)

$421.5M

Combined Shares (Q2 2026)

28.1M

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+28.0M

1 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-174,000

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+27.8M

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

⏳

Latest AUM (Q2 2026)

$421.5M

Institutions

New Buys

Adds

Reduces

Exits

Unchanged

	Ownership Trend	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Ovata Capital Management Ltd		24.36%	—	#1	$419.9M	28.0M	$0	0	+28.0M	New Buy
Altshuler Shaham Ltd		0.02%	0.03%	#2	$1.6M	106,000	$1.7M	280,000	-174,000-62.14%	Reduce

🧭 Institutional Sector Flow Heatmap

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Net Outflow Net Inflow