Skip to main content

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
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
Optimum Investment Advisors450$9.00K0.00%+450New
Massmutual Trust Co FSB464$9.00K0.00%+464New
Larson Financial Group LLC465$9.00K0.00%+465New
Peoples Financial Services Corp.400$8.00K0.00%+400New
AdvisorNet Financial, Inc400$8.00K0.00%+400New
Carmichael Hill & Associates, Inc.300$6.00K0.00%+300New
Parallel Advisors, LLC250$5.00K0.00%+250New
Strategic Blueprint, LLC266$5.00K0.00%+266New
Reilly Financial Advisors, LLC217$4.00K0.00%+217New
Global Retirement Partners, LLC225$4.00K0.00%+225New
Arkadios Wealth Advisors250$4.00K0.00%+250New
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
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
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
Heritage Wealth Advisors30$5750.00%+30New
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