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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; 925 institutions reported holding it in 13F filings for Q2 2026, worth $11.7B in total; ARK Invest is the only superinvestor holding it.

13F holders, Q2 2021

Institutional positions in SoFi Technologies, Inc. as of Jun 30, 2021. 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
234
+233 vs. Q1 2021
Shares held
316.4M
+316.4M (+632,749,654.0%) vs. Q1 2021
Total value
$6.03B
+$6.03B (+602,728,387.0%) vs. Q1 2021
New holders
233
0 more added
Sold out
0
0 more reduced

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 234 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ2 2021: $6.03B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2021.

Institutions holding SOFI in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
SRS Capital Advisors, Inc.25$00.00%+25New
Hoover Financial Advisors, Inc.10$00.00%+10New
Resolute Partners Group1,713$00.00%+1,713New
Charter Oak Capital Management, LLC20$00.00%+20New
Heritage Wealth Advisors30$5750.00%+30New
CWM, LLC50$1.00K0.00%00.0%Unchanged
Corbenic Partners LLC50$1.00K0.00%+50New
JJJ Advisors Inc.50$1.00K0.00%+50New
Tradewinds Capital Management, LLC50$1.00K0.00%+50New
Sterling Investment Advisors, Ltd.75$1.00K0.00%+75New
Burleson & Company, LLC30$1.00K0.00%+30New
Huntington National Bank92$2.00K0.00%+92New
HM Payson & Co100$2.00K0.00%+100New
Kistler-Tiffany Companies, LLC80$2.00K0.00%+80New
Hudock, Inc.151$2.00K0.00%+151New
Westside Investment Management, Inc.200$3.00K0.00%+200New
Mark Sheptoff Financial Planning, LLC150$3.00K0.00%+150New
Gemmer Asset Management LLC150$3.00K0.00%+150New
Reilly Financial Advisors, LLC217$4.00K0.00%+217New
Global Retirement Partners, LLC225$4.00K0.00%+225New
Arkadios Wealth Advisors250$4.00K0.00%+250New
Parallel Advisors, LLC250$5.00K0.00%+250New
Strategic Blueprint, LLC266$5.00K0.00%+266New
Carmichael Hill & Associates, Inc.300$6.00K0.00%+300New
Peoples Financial Services Corp.400$8.00K0.00%+400New
AdvisorNet Financial, Inc400$8.00K0.00%+400New
Optimum Investment Advisors450$9.00K0.00%+450New
Massmutual Trust Co FSB464$9.00K0.00%+464New
Larson Financial Group LLC465$9.00K0.00%+465New
Cordasco Financial Network500$10.0K0.01%+500New
Crewe Advisors LLC500$10.0K0.00%+500New
Laurel Wealth Advisors LLC500$10.0K0.00%+500New
Evolution Wealth Advisors, LLC500$10.0K0.00%+500New
Hexagon Capital Partners LLC500$10.0K0.00%+500New
Salem Investment Counselors Inc550$11.0K0.00%+550New
Quadrant Capital Group LLC560$11.0K0.00%+560New
Clearstead Advisors, LLC640$12.0K0.00%+640New
Focused Wealth Management, Inc650$12.0K0.00%+650New
Trustcore Financial Services, LLC605$12.0K0.00%+605New
Brewin Dolphin Ltd700$13.4K0.00%+700New
Patriot Financial Group Insurance Agency, LLC900$17.0K0.00%+900New
US Bancorp1,000$19.0K0.00%+1,000New
Toth Financial Advisory Corp1,000$19.0K0.00%+1,000New
Carroll Financial Associates, Inc.1,000$19.0K0.00%+1,000New
First Horizon Advisors, Inc.1,025$19.0K0.00%+1,025New
Shay Capital LLC1,000$19.0K0.00%+1,000New
IFP Advisors, Inc1,000$20.0K0.00%+1,000New
Schroder Investment Management Group1,083$21.0K0.00%+1,083New
NVWM, LLC1,135$22.0K0.01%+1,135New
Sandy Spring Bank1,174$23.0K0.00%+1,174New
CenterStar Asset Management, LLC–$24.0K0.03%–New
NewSquare Capital LLC1,300$25.0K0.00%+1,300New
Mine & Arao Wealth Creation & Management, LLC.1,400$27.0K0.02%+1,400New
Baldwin Brothers Inc1,500$29.0K0.00%+1,500New
Wagner Wealth Management, LLC2,000$38.0K0.03%+2,000New
SOA Wealth Advisors, LLC.2,000$38.0K0.01%+2,000New
Cypress Capital, LLC2,109$40.0K0.04%+2,109New
Pacitti Group Inc.2,390$45.0K0.03%+2,390New
NEXT Financial Group, Inc2,446$47.0K0.00%+2,446New
Ancora Advisors, LLC2,500$48.0K0.00%+2,500New
Captrust Financial Advisors2,562$49.0K0.00%+2,562New
American Portfolios Advisors2,800$53.7K0.00%+2,800New
Northwestern Mutual Wealth Management Co3,193$61.0K0.00%+3,193New
Carolinas Wealth Consulting LLC4,175$80.0K0.02%+4,175New
Parisi Gray Wealth Management4,233$81.0K0.03%+4,233New
Asset Management One Co.,Ltd.4,346$83.0K0.00%+4,346New
Edge Wealth Management LLC5,470$106.0K0.02%+5,470New
Federation des caisses Desjardins du Quebec8,677$166.3K0.00%+8,677New
Parsons Capital Management Inc10,000$192.0K0.01%+10,000New
Cooper/Haims Advisors, LLC10,000$192.0K0.13%+10,000New
Emerald Advisors, LLC10,000$192.0K0.06%+10,000New
The PNC Financial Services Group, Inc.10,033$193.0K0.00%+10,033New
Smith Anglin Financial, LLC10,046$193.0K0.04%+10,046New
Signaturefd, LLC10,295$197.0K0.01%+10,295New
Independent Financial Group, LLC10,563$202.5K0.02%+10,563New
Weiss Multi-Strategy Advisers LLC11,000$211.0K0.00%+11,000New
Sandbox Financial Partners, LLC11,062$212.0K0.16%+11,062New
Bank of New York Mellon Corp11,463$220.0K0.00%+11,463New
Kestra Advisory Services, LLC11,515$221.0K0.00%+11,515New
Change Path, LLC11,600$222.0K0.01%+11,600New
Aldebaran Financial Inc.12,300$229.0K0.20%+12,300New
Woodmont Investment Counsel LLC12,150$233.0K0.04%+12,150New
Wedbush Securities Inc12,460$239.0K0.01%+12,460New
Usca Ria LLC13,000$249.0K0.02%+13,000New
Seven Eight Capital, LP13,325$255.0K0.04%+13,325New
Janney Montgomery Scott LLC13,444$258.0K0.00%+13,444New
IMC-Chicago, LLC13,671$262.0K0.02%+13,671New
Oxinas Partners Wealth Management LLC14,010$269.0K0.15%+14,010New
Resources Investment Advisors, LLC.14,150$271.0K0.01%+14,150New
Orion Portfolio Solutions, LLC14,150$271.0K0.01%+14,150New
CIBC Private Wealth Group, LLC14,470$277.0K0.00%+14,470New
Valeo Financial Advisors, LLC14,840$284.0K0.02%+14,840New
Quantbot Technologies LP15,104$289.0K0.02%+15,104New
Steward Partners Investment Advisory, LLC15,109$290.0K0.00%+15,109New
Rockefeller Capital Management L.P.15,250$292.0K0.00%+15,250New
Exos Asset Management LLC15,612$299.0K0.16%+15,612New
Kovack Advisors, Inc.15,931$305.0K0.03%+15,931New
Stifel Financial Corp16,064$308.0K0.00%+16,064New
Stratos Wealth Advisors, LLC16,531$317.0K0.03%+16,531New
Vivaldi Capital Management, LLC21,859$328.0K0.07%+21,859New