SoFi Technologies, Inc.
US ˙ NasdaqGS ˙ US83406F1021

SecuritySOFI / SoFi Technologies, Inc.
InstitutionFranklin Resources Inc
Latest Disclosed Ownership81,929 shares
Latest Disclosed Value $ 1,301,032
Franklin Resources Inc reports 54.06% decrease in ownership of SOFI / SoFi Technologies, Inc.

On May 13, 2026 - Franklin Resources Inc filed a 13F-HR form disclosing ownership of 81,929 shares of SoFi Technologies, Inc. (US:SOFI) valued at $1,301,033 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 178,358 shares of SoFi Technologies, Inc.. This represents a change in shares of -54.06% during the quarter. The current value of the position is $1,366,576 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)
2026-05-13 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 81,929 -96,429 -54.06 1,301 -72.14 0.0003
2026-02-11 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 178,358 76,759 75.55 4,669 73.96 0.0011
2025-11-13 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 101,599 87,803 636.44 2,684 969.32 0.0007
2025-08-12 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 13,796 2,596 23.18 251 93.08 0.0001
2025-05-13 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 11,200 11,200 130 0.0000
2022-08-11 2022-06-30 13F SOFI TECHNOLOGIES COM 83406F102 0 -11,545 -100.00 0 -100.00
2022-05-13 2022-03-31 13F SOFI TECHNOLOGIES COM 83406F102 11,545 -5,142,731 -99.78 109 -99.87 0.0000
2022-02-11 2021-12-31 13F SOFI TECHNOLOGIES COM 83406F102 5,154,276 1,551,337 43.06 81,489 42.43 0.0294
2021-11-12 2021-09-30 13F SOFI TECHNOLOGIES COM 83406F102 3,602,939 -5,468 -0.15 57,215 -17.29 0.0215
2021-08-13 2021-06-30 13F SOFI TECHNOLOGIES COM 83406F102 3,608,407 8,389 0.23 69,173 12.04 0.0264
2021-05-13 2021-03-31 13F SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 3,600,018 3,600,018 61,740 0.0251
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.