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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, Q3 2021

Institutional positions in SoFi Technologies, Inc. as of Sep 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
309
+78 vs. Q2 2021
Shares held
349.9M
+33.5M (+10.6%) vs. Q2 2021
Total value
$5.56B
−$468.3M (−7.8%) vs. Q2 2021
New holders
145
108 more added
Sold out
67
26 more reduced

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 309 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 heldQ3 2021: $5.56B
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, Q3 2021

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2021.

Institutions holding SOFI in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Softbank Group Corp117,795,933$1.87B16.61%00.0%Unchanged
Vanguard Group Inc47,347,160$751.9M0.02%+47,347,160New
Silver Lake Group, L.L.C.38,515,543$611.6M3.75%00.0%Unchanged
Price T Rowe Associates Inc36,013,287$571.9M0.05%−4,281,878−10.6%Reduced
BlackRock Inc.13,624,205$216.4M0.01%+13,595,291+47,019.8%Added
Gpi Capital, L.P.9,294,349$147.6M18.92%00.0%Unchanged
Susquehanna International Group, LLP7,476,004$118.7M0.15%+4,295,077+135.0%Added
Geode Capital Management, LLC5,384,680$85.5M0.01%+4,781,208+792.3%Added
Citadel Advisors LLC4,527,504$71.9M0.08%+4,338,091+2,290.3%Added
Accel Growth Fund V Associates L.L.C.4,104,459$65.2M20.51%00.0%Unchanged
Jane Street Group, LLC4,011,926$63.7M0.16%+3,511,179+701.2%Added
Franklin Resources Inc3,602,939$57.2M0.02%−5,468−0.2%Reduced
Durable Capital Partners LP3,597,334$57.1M0.43%−8,504,207−70.3%Reduced
Morgan Stanley2,916,926$46.3M0.01%+1,678,699+135.6%Added
Charles Schwab Investment Management Inc2,809,949$44.6M0.01%+2,809,949New
FMR LLC2,500,340$39.7M0.00%−2,999,667−54.5%Reduced
Miller Value Partners, LLC2,299,689$36.5M1.24%−251,512−9.9%Reduced
Amundi1,914,696$30.4M0.02%+1,914,696New
State Street Corp1,841,119$29.2M0.00%+1,841,119New
Credit Suisse AG1,738,412$27.6M0.02%+150,070+9.4%Added
Macquarie Group Ltd1,525,000$24.2M0.02%00.0%Unchanged
Phoenix Holdings Ltd.1,457,000$23.1M0.41%−43,000−2.9%Reduced
Bank of New York Mellon Corp1,148,026$18.2M0.00%+1,136,563+9,915.1%Added
Longitude (Cayman) Ltd.1,079,000$17.1M13.30%+240,000+28.6%Added
Northern Trust Corp1,050,938$16.7M0.00%+1,050,938New
Millennium Management LLC1,036,476$16.5M0.02%−540,535−34.3%Reduced
Walleye Trading LLC1,019,353$16.2M0.38%+871,621+590.0%Added
PEAK6 Investments LLC1,001,528$15.9M0.32%+882,961+744.7%Added
Bowen Hanes & Co Inc1,000,000$15.9M0.49%+1,000,000New
Group One Trading, L.P.920,628$14.6M0.32%+547,934+147.0%Added
Balyasny Asset Management LLC817,486$13.0M0.06%+817,486New
Wells Fargo & Company799,296$12.7M0.00%+660,216+474.7%Added
Russell Investments Group, Ltd.771,337$12.2M0.02%+771,337New
JPMorgan Chase & Co719,830$11.4M0.00%+401,502+126.1%Added
TD Asset Management Inc717,044$11.4M0.01%00.0%Unchanged
Sepio Capital, LP710,112$11.3M0.94%+710,112New
Pathway Capital Management, LP682,178$10.8M5.19%+30.0%Added
Creative Planning632,501$10.0M0.02%+499,553+375.8%Added
RiverPark Advisors, LLC608,037$9.66M1.18%+204,852+50.8%Added
Raymond James & Associates583,871$9.27M0.01%+493,963+549.4%Added
Philadelphia Trust Co532,285$8.45M0.62%+532,285New
Royal Bank of Canada516,153$8.20M0.00%+363,393+237.9%Added
Laurion Capital Management LP504,500$8.01M0.12%+504,500New
Hartline Investment Corp489,349$7.77M1.08%+110,290+29.1%Added
Summit Trail Advisors, LLC457,127$7.26M0.54%+457,127New
UBS Group AG429,544$6.82M0.00%−70,632−14.1%Reduced
Simplex Trading, LLC372,678$6.80M0.24%+18,794+5.3%Added
Highbridge Capital Management LLC428,300$6.80M0.19%+428,300New
Virtu Financial LLC419,820$6.67M0.59%+357,471+573.3%Added
First Republic Investment Management, Inc.395,002$6.27M0.02%+170,844+76.2%Added
Bank of Montreal368,133$6.27M0.00%+368,133New
Gillson Capital LP393,270$6.25M0.46%+393,270New
Belmont Capital, LLC392,350$6.23M5.06%+392,350New
Cutler Group LP391,862$6.22M0.47%+205,551+110.3%Added
Mizuho Markets Americas LLC380,000$6.03M0.48%+380,000New
Serengeti Asset Management LP350,000$5.56M4.94%+350,000New
Boothbay Fund Management, LLC350,000$5.56M0.22%+350,000New
Commonwealth Equity Services, LLC343,026$5.45M0.01%+279,533+440.3%Added
Cambridge Investment Research Advisors, Inc.331,749$5.27M0.03%+149,988+82.5%Added
Raymond James Financial Services Advisors, Inc.305,218$4.85M0.01%+200,282+190.9%Added
Daiwa Securities Group Inc.300,000$4.76M0.03%+300,000New
Ameriprise Financial Inc294,981$4.68M0.00%+294,981New
Wolverine Asset Management LLC291,694$4.63M0.05%+258,285+773.1%Added
Clear Street Markets LLC285,900$4.54M1.00%+209,140+272.5%Added
MML Investors Services, LLC281,175$4.46M0.04%+151,955+117.6%Added
Bluefin Capital Management, LLC244,919$3.89M0.45%+95,898+64.4%Added
Caption Management, LLC244,700$3.89M0.25%+244,700New
DFPG Investments, LLC196,935$3.86M1.46%+196,935New
Riverpark Capital Management LLC236,237$3.75M1.33%+236,237New
Advisor Group Holdings, Inc.227,988$3.63M0.01%+119,409+110.0%Added
Citigroup Inc217,935$3.46M0.00%+165,337+314.3%Added
Wolverine Trading, LLC214,763$3.44M0.07%+100,904+88.6%Added
Anderson Hoagland & Co207,867$3.30M0.42%+207,867New
BIT Capital GmbH200,980$3.19M0.19%+200,980New
Schonfeld Strategic Advisors LLC198,849$3.16M0.04%−743,495−78.9%Reduced
TownSquare Capital, LLC196,732$3.12M0.09%+196,732New
Moors & Cabot, Inc.194,995$3.11M0.20%+87,650+81.7%Added
Pathstone Family Office, LLC184,561$2.93M0.09%+184,561New
Soros Fund Management LLCSuperinvestorSoros Fund Management177,500$2.82M0.06%+177,500New
Moore Capital Management, LP175,500$2.79M0.06%+175,500New
Odey Asset Management Group Ltd170,000$2.70M0.72%+170,000New
LPL Financial LLC159,548$2.53M0.00%+95,456+148.9%Added
Private Advisor Group, LLC153,808$2.44M0.02%+100,138+186.6%Added
IMC-Chicago, LLC142,356$2.26M0.18%+128,685+941.3%Added
AtonRa Partners142,142$2.26M0.75%+3,868+2.8%Added
State of Tennessee, Treasury Department136,436$2.17M0.01%+68,218+100.0%Added
Element Capital Management LLC133,800$2.13M0.93%+133,800New
Catalyst Capital Advisors LLC132,000$2.10M0.11%+132,000New
Vantis Investment Advisers L.P.131,600$2.09M2.19%+131,600New
Federation des caisses Desjardins du Quebec131,012$2.08M0.02%+122,335+1,409.9%Added
Knights of Columbus Asset Advisors LLC130,515$2.07M0.19%+130,515New
Deutsche Bank AG127,356$2.02M0.00%+127,356New
Hennessy Advisors Inc120,000$1.91M0.11%+74,000+160.9%Added
Oppenheimer & Co Inc119,316$1.90M0.04%+42,903+56.1%Added
Marathon Trading Investment Management LLC119,114$1.89M0.90%+119,114New
Jasper Ridge Partners, L.P.115,970$1.84M0.08%+57,985+100.0%Added
Fulcrum Capital LLC113,109$1.80M0.43%+113,109New
Goldman Sachs Group Inc109,680$1.74M0.00%−846,087−88.5%Reduced
B. Riley Wealth Management, Inc.106,073$1.68M0.13%+47,258+80.4%Added
HSBC Holdings PLC105,086$1.67M0.00%+33,586+47.0%Added