2 institutions reported holding $28.9M of SOFI TECHNOLOGIES INC (SOFIW) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ovata Capital Management Ltd ($28.8M), SUMMIT SECURITIES GROUP LLC ($111,166). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ovata Capital Management Ltd | $28.8M | 28.0M | New |
| 2 | SUMMIT SECURITIES GROUP LLC | $111,166 | 6,200 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30