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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.

Q3 2021 vs. Q2 2021

How the institutions holding SoFi Technologies, Inc. changed between Q2 2021 and Q3 2021.

All holders in Q3 2021All holders in Q2 2021

13F holders of SOFI: Q2 2021 compared with Q3 2021
MeasureQ2 2021Of which not filed for Q3 2021Q3 2021Change
Holders2343309+78
Shares316.4M13.1K349.9M+33.5M (+10.6%)
Value$6.03B$250.0K$5.56B−$468.3M (−7.8%)

3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (145)

Institutions that held SoFi Technologies, Inc. at the end of Q3 2021 but not at the end of Q2 2021.

Showing the largest 100 of 145 by value.

Institutions new to SOFI in Q3 2021
InstitutionSharesValue% of portfolio
Vanguard Group Inc47,347,160$751.9M0.02%
Charles Schwab Investment Management Inc2,809,949$44.6M0.01%
Amundi1,914,696$30.4M0.02%
State Street Corp1,841,119$29.2M0.00%
Northern Trust Corp1,050,938$16.7M0.00%
Bowen Hanes & Co Inc1,000,000$15.9M0.49%
Balyasny Asset Management LLC817,486$13.0M0.06%
Russell Investments Group, Ltd.771,337$12.2M0.02%
Sepio Capital, LP710,112$11.3M0.94%
Philadelphia Trust Co532,285$8.45M0.62%
Laurion Capital Management LP504,500$8.01M0.12%
Summit Trail Advisors, LLC457,127$7.26M0.54%
Highbridge Capital Management LLC428,300$6.80M0.19%
Bank of Montreal368,133$6.27M0.00%
Gillson Capital LP393,270$6.25M0.46%
Belmont Capital, LLC392,350$6.23M5.06%
Mizuho Markets Americas LLC380,000$6.03M0.48%
Serengeti Asset Management LP350,000$5.56M4.94%
Boothbay Fund Management, LLC350,000$5.56M0.22%
Daiwa Securities Group Inc.300,000$4.76M0.03%
Ameriprise Financial Inc294,981$4.68M0.00%
Caption Management, LLC244,700$3.89M0.25%
DFPG Investments, LLC196,935$3.86M1.46%
Riverpark Capital Management LLC236,237$3.75M1.33%
Anderson Hoagland & Co207,867$3.30M0.42%
BIT Capital GmbH200,980$3.19M0.19%
TownSquare Capital, LLC196,732$3.12M0.09%
Pathstone Family Office, LLC184,561$2.93M0.09%
Soros Fund Management LLCSuperinvestorSoros Fund Management177,500$2.82M0.06%
Moore Capital Management, LP175,500$2.79M0.06%
Odey Asset Management Group Ltd170,000$2.70M0.72%
Element Capital Management LLC133,800$2.13M0.93%
Catalyst Capital Advisors LLC132,000$2.10M0.11%
Vantis Investment Advisers L.P.131,600$2.09M2.19%
Knights of Columbus Asset Advisors LLC130,515$2.07M0.19%
Deutsche Bank AG127,356$2.02M0.00%
Marathon Trading Investment Management LLC119,114$1.89M0.90%
Fulcrum Capital LLC113,109$1.80M0.43%
Joel Isaacson & Co., LLC103,433$1.64M0.12%
Renaissance Technologies LLC99,100$1.57M0.00%
L & S Advisors Inc96,385$1.53M0.17%
Central Trust Co94,493$1.50M0.05%
Triumph Capital Management94,271$1.50M0.70%
HighTower Advisors, LLC90,137$1.43M0.00%
Jump Financial, LLC84,371$1.34M0.10%
Natixis84,217$1.34M0.00%
Avestar Capital, LLC83,670$1.33M0.26%
Partners Group Holding AG77,086$1.22M0.09%
M. Kulyk & Associates, LLC74,901$1.19M0.38%
Samson Rock Capital LLP74,312$1.18M0.75%
Cubist Systematic Strategies, LLC71,820$1.14M0.01%
Jupiter Asset Management Ltd70,000$1.11M0.01%
Capstone Investment Advisors, LLC70,014$1.11M0.02%
HAP Trading, LLC69,752$1.11M0.08%
Blueshift Asset Management, LLC68,354$1.08M0.06%
Rational Advisors LLC61,645$979.0K0.08%
San Luis Wealth Advisors LLC60,054$954.0K0.53%
Magnetar Financial LLC57,104$907.0K0.01%
Asset Management Corp55,079$875.0K0.55%
Cetera Advisors LLC49,453$785.0K0.02%
Truist Financial Corp48,780$775.0K0.00%
Boston Private Wealth LLC46,694$742.0K0.01%
Stansberry Asset Management, LLC45,654$725.0K0.15%
Sowell Financial Services LLC45,058$716.0K0.05%
Venture Visionary Partners LLC41,557$660.0K0.05%
AlphaStar Capital Management, LLC40,738$647.0K0.04%
Prelude Capital Management, LLC38,351$609.0K0.03%
Insight Advisors, LLC25,823$601.0K0.18%
Alpha Paradigm Partners, LLC37,422$594.0K0.24%
Crestline Management, LP37,000$587.0K0.06%
Parkside Investments, LLC35,000$555.0K0.12%
JustInvest LLC32,303$513.0K0.05%
Gladstone Institutional Advisory LLC31,711$504.0K0.05%
Centiva Capital, LP31,680$503.0K0.04%
Bulltick Wealth Management, LLC27,147$431.1K0.10%
Acorn Financial Advisory Services Inc26,528$421.0K0.13%
Manufacturers Life Insurance Company, The24,596$391.0K0.00%
Mercer Global Advisors Inc24,081$382.0K0.00%
Bridgecreek Investment Management, LLC23,500$373.0K0.05%
Envestnet Asset Management Inc23,518$373.0K0.00%
California State Teachers Retirement System21,616$343.0K0.00%
BlueCrest Capital Management Ltd19,990$317.0K0.02%
AE Wealth Management LLC19,716$313.0K0.00%
Transcend Wealth Collective, LLC15,325$306.0K0.03%
180 Wealth Advisors, LLC15,300$297.0K0.07%
Pointe Capital Management LLC18,490$294.0K0.20%
Cetera Investment Advisers18,457$293.0K0.00%
Illinois Municipal Retirement Fund18,403$292.0K0.01%
Great Valley Advisor Group, Inc.18,432$292.0K0.02%
Bank Julius Baer & Co. Ltd, Zurich18,201$289.0K0.00%
Stockman Wealth Management, Inc.17,424$277.0K0.06%
Belpointe Asset Management LLC15,950$254.0K0.02%
Aspiriant, LLC15,633$248.0K0.01%
Baltimore-Washington Financial Advisors, Inc.15,540$246.0K0.02%
Columbia Asset Management14,980$238.0K0.05%
Emfo, LLC15,000$238.0K0.21%
Sigma Planning Corp14,693$233.0K0.01%
Chicago Partners Investment Group LLC10,040$231.0K0.02%
Cresset Asset Management, LLC14,000$222.0K0.00%
Gofen & Glossberg LLC13,075$208.0K0.00%

Sold out (67)

Institutions that held SoFi Technologies, Inc. at the end of Q2 2021 and filed for Q3 2021 without it.

Institutions that sold out of SOFI in Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Third Point LLCSuperinvestorThird Point28,897,766$554.0M
Institutional Venture Management XIV, LLC4,328,544$83.0M
Temasek Holdings (Private) Ltd3,833,899$73.5M
Senator Investment Group LP3,500,000$67.1M
Altimeter Capital Management, LPSuperinvestorAltimeter Capital2,500,000$47.9M
Suvretta Capital Management, LLC2,500,000$47.9M
Atreides Management, LP2,500,000$47.9M
Park West Asset Management LLC1,300,000$24.9M
Marshall Wace, LLP895,942$17.2M
Coatue Management LLCSuperinvestorCoatue Management834,200$16.0M
Holocene Advisors, LP823,319$15.8M
Liberty Street Advisors, Inc.741,920$14.2M
Grosvenor Holdings, L.L.C.591,689$11.3M
Alyeska Investment Group, L.P.584,713$11.2M
Empyrean Capital Partners, LP550,000$10.5M
First Trust Advisors LP409,600$7.85M
Luxor Capital Group, LP397,126$7.56M
Maplelane Capital, LLC390,000$7.48M
New York State Common Retirement Fund287,183$5.50M
Cowen and Company, LLC231,600$4.44M
ExodusPoint Capital Management, LP212,416$4.07M
Ratan Capital Management LP190,000$3.64M
O'Neil Global Advisors, Inc.170,600$3.27M
Tudor Investment Corp Et Al169,861$3.26M
Healthcare of Ontario Pension Plan Trust Fund164,192$3.15M
Monashee Investment Management LLC150,000$2.88M
HRT Financial LP123,113$2.36M
Westpac Banking Corp102,323$1.96M
Caas Capital Management LP101,300$1.94M
SG Americas Securities, LLC100,999$1.94M
Islet Management, LP100,000$1.92M
Marshall Wace North America L.P.78,123$1.50M
FNY Investment Advisers, LLC76,200$1.46M
D. E. Shaw & Co., Inc.72,327$1.39M
Nomura Holdings Inc70,485$1.35M
Utah Retirement Systems68,218$1.31M
Qube Research & Technologies Ltd67,054$1.28M
Voloridge Investment Management, LLC65,643$1.26M
Mirae Asset Global Investments Co., Ltd.50,673$971.0K
Full18 Capital LLC41,338$792.0K
Symmetry Investments LP40,000$767.0K
Gainplan LLC36,954$709.0K
Westwood Holdings Group Inc.34,858$668.0K
Ahrens Investment Partners LLC31,800$610.0K
Bayesian Capital Management, LP27,200$521.0K
Fred Alger Management, LLC21,761$417.0K
Board of Trustees of The Leland Stanford Junior University18,426$353.0K
Stratos Wealth Advisors, LLC16,531$317.0K
Quantbot Technologies LP15,104$289.0K
Woodmont Investment Counsel LLC12,150$233.0K
Sandbox Financial Partners, LLC11,062$212.0K
Weiss Multi-Strategy Advisers LLC11,000$211.0K
Smith Anglin Financial, LLC10,046$193.0K
Emerald Advisors, LLC10,000$192.0K
Parisi Gray Wealth Management4,233$81.0K
Carolinas Wealth Consulting LLC4,175$80.0K
Pacitti Group Inc.2,390$45.0K
Schroder Investment Management Group1,083$21.0K
Toth Financial Advisory Corp1,000$19.0K
Quadrant Capital Group LLC560$11.0K
Carmichael Hill & Associates, Inc.300$6.00K
Strategic Blueprint, LLC266$5.00K
Global Retirement Partners, LLC225$4.00K
Gemmer Asset Management LLC150$3.00K
Huntington National Bank92$2.00K
Sterling Investment Advisors, Ltd.75$1.00K
SRS Capital Advisors, Inc.25$0

Not filed for Q3 2021 yet (3)

Institutions that held SoFi Technologies, Inc. at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SOFI in Q2 2021 that haven't filed for Q3 2021
InstitutionShares, Q2 2021Value, Q2 2021
Usca Ria LLC13,000$249.0K
CWM, LLC50$1.00K
Hoover Financial Advisors, Inc.10$0