SoFi Technologies, Inc.
SOFI- Exchange
- Nasdaq
- Industry
- Finance Services
- SEC CIK
- 0001818874
In the last 90 days, SoFi Technologies, Inc. insiders filed 0 open-market purchases and 4 sales; 927 institutions reported holding it in 13F filings for Q2 2026, worth $11.8B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 927
- +13 vs. Q1 2026
- Shares held
- 683.3M
- −21.5M (−3.1%) vs. Q1 2026
- Total value
- $11.8B
- +$642.0M (+5.7%) vs. Q1 2026
- New holders
- 131
- 396 more added
- Sold out
- 118
- 262 more reduced
14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SOFI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 927 | $11.8B |
| Q1 2026 | 928 | $11.2B |
| Q4 2025 | 1,005 | $18.4B |
| Q3 2025 | 913 | $18.0B |
| Q2 2025 | 745 | $10.6B |
| Q1 2025 | 716 | $6.07B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $4.11B |
| Q2 2024 | 593 | $3.05B |
| Q1 2024 | 602 | $3.49B |
| Q4 2023 | 572 | $3.89B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 533 | $1.94B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.66B |
| Q2 2022 | 470 | $2.17B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $7.33B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 72,444,208 | $1.30B | 0.02% | +2,887,044+4.2% | Added |
| Vanguard Capital Management LLC | 57,928,852 | $1.04B | 0.02% | +820,271+1.4% | Added |
| Vanguard Portfolio Management LLC | 50,740,132 | $909.8M | 0.04% | −234,983−0.5% | Reduced |
| Goldman Sachs Group Inc | 35,207,678 | $631.3M | 0.07% | +22,675,109+180.9% | Added |
| UBS Group AG | 35,168,018 | $630.6M | 0.10% | −1,249,183−3.4% | Reduced |
| State Street Corp | 28,763,660 | $515.7M | 0.02% | +1,448,463+5.3% | Added |
| Geode Capital Management, LLC | 23,356,377 | $417.6M | 0.02% | −2,626,459−10.1% | Reduced |
| Morgan Stanley | 19,521,442 | $350.0M | 0.02% | −1,737,325−8.2% | Reduced |
| D. E. Shaw & Co., Inc. | 14,691,786 | $263.4M | 0.16% | −28,029,122−65.6% | Reduced |
| Norges Bank | 13,630,462 | $244.4M | 0.02% | +13,630,462 | New |
| Marshall Wace, LLP | 11,697,405 | $209.7M | 0.18% | +5,177,721+79.4% | Added |
| Millennium Management LLC | 10,493,471 | $188.1M | 0.13% | +2,235,003+27.1% | Added |
| Susquehanna International Group, LLP | 10,236,195 | $183.5M | 0.16% | +5,466,002+114.6% | Added |
| Dimensional Fund Advisors LP | 10,003,025 | $179.4M | 0.03% | +896,493+9.8% | Added |
| Bank of America Corp | 9,135,967 | $163.8M | 0.01% | −1,706,381−15.7% | Reduced |
| Vanguard Fiduciary Trust Co | 8,140,281 | $146.0M | 0.03% | +222,470+2.8% | Added |
| Northern Trust Corp | 7,620,475 | $136.6M | 0.02% | +273,810+3.7% | Added |
| Charles Schwab Investment Management Inc | 7,280,268 | $130.5M | 0.02% | +809,882+12.5% | Added |
| Citigroup Inc | 6,283,079 | $112.7M | 0.05% | −1,213,204−16.2% | Reduced |
| Bank of Montreal | 6,168,171 | $110.6M | 0.04% | −598,527−8.8% | Reduced |
| Wells Fargo & Company | 5,885,387 | $105.5M | 0.02% | +1,462,880+33.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,684,422 | $101.9M | 0.06% | −5,004−0.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,239,086 | $93.9M | 0.05% | +592,042+12.7% | Added |
| UBS Asset Management Americas Inc | 4,925,068 | $88.3M | 0.02% | +198,336+4.2% | Added |
| Harvest Portfolios Group Inc. | 4,806,357 | $86.2M | 1.22% | +2,262,241+88.9% | Added |
| Royal Bank of Canada | 4,754,654 | $85.3M | 0.01% | −2,007,577−29.7% | Reduced |
| Worldquant Millennium Advisors LLC | 4,252,871 | $76.3M | 0.26% | −1,165,142−21.5% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $73.6M | 81.98% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 4,045,236 | $72.5M | 0.01% | +16,824+0.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,772,072 | $67.6M | 0.10% | +2,068,072+121.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,742,479 | $67.1M | 0.44% | −93,524−2.4% | Reduced |
| JPMorgan Chase & Co | 3,652,807 | $66.4M | 0.00% | +1,868,221+104.7% | Added |
| Legal & General Group Plc | 3,608,784 | $64.7M | 0.01% | +158,198+4.6% | Added |
| Swiss National Bank | 3,596,700 | $64.5M | 0.03% | −111,800−3.0% | Reduced |
| Coppell Advisory Solutions LLC | 620 | $59.7M | 4.93% | +620 | New |
| HRT Financial LP | 3,209,701 | $57.5M | 0.11% | −5,125,873−61.5% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,132,998 | $56.1M | 0.72% | −3,481−0.1% | Reduced |
| Capula Management Ltd | 3,000,000 | $53.8M | 0.24% | +3,000,000 | New |
| LPL Financial LLC | 2,992,786 | $53.7M | 0.01% | +17,749+0.6% | Added |
| Cantor Fitzgerald, L. P. | 2,976,108 | $53.4M | 0.52% | +2,976,108 | New |
| Nuveen, LLC | 2,939,704 | $52.7M | 0.01% | −493,885−14.4% | Reduced |
| Davenport & Co LLC | 2,774,855 | $50.0M | 0.26% | +2,725,238+5,492.5% | Added |
| Deutsche Bank AG | 2,489,675 | $44.6M | 0.01% | +863,276+53.1% | Added |
| Vanguard Asset Management, Ltd | 2,472,601 | $44.3M | 0.03% | +370,089+17.6% | Added |
| Voloridge Investment Management, LLC | 2,322,047 | $41.6M | 0.18% | −10,332,483−81.7% | Reduced |
| Walleye Trading LLC | 2,236,388 | $40.1M | 0.56% | +556,737+33.1% | Added |
| Barclays PLC | 1,872,921 | $33.6M | 0.01% | −916,458−32.9% | Reduced |
| California Public Employees Retirement System | 1,863,200 | $33.4M | 0.02% | +103,745+5.9% | Added |
| Amundi | 1,836,761 | $32.9M | 0.01% | +123,570+7.2% | Added |
| California State Teachers Retirement System | 1,740,160 | $31.2M | 0.03% | −91,745−5.0% | Reduced |
| State of Michigan Retirement System | 1,648,658 | $29.6M | 0.13% | +648,658+64.9% | Added |
| Ovata Capital Management Ltd | 27,995,000 | $28.8M | 2.16% | +27,995,000 | New |
| Marex Group plc | 1,580,559 | $28.3M | 0.21% | +621,793+64.9% | Added |
| Tremblant Capital Group | 1,578,915 | $28.3M | 0.81% | −27,440−1.7% | Reduced |
| BNP Paribas Arbitrage, SA | 1,563,533 | $28.0M | 0.01% | −3,246,834−67.5% | Reduced |
| Invesco Ltd. | 1,544,542 | $27.7M | 0.00% | −35,046−2.2% | Reduced |
| National Bank of Canada | 1,543,861 | $27.7M | 0.02% | +937,146+154.5% | Added |
| Ameriprise Financial Inc | 1,542,568 | $27.7M | 0.01% | +361,039+30.6% | Added |
| Bienville Capital Management, LLC | 1,527,406 | $27.4M | 3.95% | +1,527,406 | New |
| Patient Capital Management, LLC | 1,505,629 | $27.0M | 0.90% | +179,383+13.5% | Added |
| Jane Street Group, LLC | 1,476,165 | $26.5M | 0.02% | −16,542,013−91.8% | Reduced |
| Clear Street Group Inc. | 1,448,780 | $26.0M | 0.08% | +337,988+30.4% | Added |
| Rhumbline Advisers | 1,333,823 | $23.9M | 0.02% | +51,404+4.0% | Added |
| Price T Rowe Associates Inc | 1,304,243 | $23.4M | 0.00% | +124,331+10.5% | Added |
| Mizuho Markets Americas LLC | 1,251,169 | $22.4M | 0.40% | −247,629−16.5% | Reduced |
| HSBC Holdings PLC | 1,218,499 | $22.0M | 0.01% | +394,384+47.9% | Added |
| Simplex Trading, LLC | 1,181,860 | $21.2M | 0.55% | +213,452+22.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,158,258 | $20.8M | 0.05% | −1,763−0.2% | Reduced |
| Citadel Advisors LLC | 1,145,775 | $20.5M | 0.01% | −9,901,406−89.6% | Reduced |
| Diversify Wealth Management, LLC | 1,148,202 | $19.4M | 0.33% | +104,830+10.0% | Added |
| Diversify Advisory Services, LLC | 1,148,202 | $19.4M | 0.33% | +249,588+27.8% | Added |
| IMC-Chicago, LLC | 1,017,194 | $18.2M | 0.17% | −1,290,324−55.9% | Reduced |
| Trexquant Investment LP | 1,011,994 | $18.1M | 0.11% | −1,332,724−56.8% | Reduced |
| Jones Financial Companies LLLP | 994,992 | $17.8M | 0.01% | +190,775+23.7% | Added |
| State Board of Administration of Florida Retirement System | 990,550 | $17.8M | 0.03% | −16,440−1.6% | Reduced |
| Jefferies Financial Group Inc. | 964,203 | $17.3M | 0.16% | −170,602−15.0% | Reduced |
| Russell Investments Group, Ltd. | 961,350 | $17.3M | 0.02% | +416,906+76.6% | Added |
| Cetera Investment Advisers | 957,655 | $17.2M | 0.02% | +247,159+34.8% | Added |
| Advisor Group Holdings, Inc. | 931,407 | $16.7M | 0.02% | +241,178+34.9% | Added |
| Rockefeller Capital Management L.P. | 929,800 | $16.7M | 0.03% | −206,706−18.2% | Reduced |
| SBI Securities Co., Ltd. | 923,128 | $16.6M | 0.38% | −206,169−18.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 897,459 | $16.1M | 0.60% | +21,466+2.5% | Added |
| Sierra Summit Advisors LLC | 895,254 | $16.1M | 1.79% | +895,254 | New |
| Aviva PLC | 883,880 | $15.8M | 0.02% | +20,145+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 877,899 | $15.7M | 0.03% | −92,089−9.5% | Reduced |
| Raymond James Financial Inc | 876,593 | $15.7M | 0.00% | +111,493+14.6% | Added |
| DnB Asset Management AS | 868,028 | $15.6M | 0.04% | +558,222+180.2% | Added |
| Korea Investment CORP | 823,937 | $14.8M | 0.03% | −21,562−2.6% | Reduced |
| Tredje AP-fonden | 822,202 | $14.7M | 0.07% | +377,348+84.8% | Added |
| Longitude (Cayman) Ltd. | 807,500 | $14.5M | 9.56% | +162,500+25.2% | Added |
| Provident Living Financial Services, Inc. | 888,439 | $14.4M | 14.23% | +65,143+7.9% | Added |
| AlphaStar Capital Management, LLC | 796,761 | $14.3M | 0.91% | +518,167+186.0% | Added |
| Reynders McVeigh Capital Management, LLC | 699,538 | $12.5M | 0.56% | +17,744+2.6% | Added |
| FMR LLC | 695,835 | $12.5M | 0.00% | −555,764−44.4% | Reduced |
| SRS Capital Advisors, Inc. | 693,356 | $12.4M | 0.08% | +672,906+3,290.5% | Added |
| Moors & Cabot, Inc. | 676,553 | $12.1M | 0.47% | −8,116−1.2% | Reduced |
| State of Wisconsin Investment Board | 661,733 | $11.9M | 0.02% | −116,461−15.0% | Reduced |
| Vanguard Investments Australia, Ltd. | 633,346 | $11.4M | 0.03% | +9,696+1.6% | Added |
| New York State Common Retirement Fund | 623,987 | $11.2M | 0.01% | +49,100+8.5% | Added |
| Brighton Jones LLC | 623,977 | $11.2M | 0.21% | −12,654−2.0% | Reduced |