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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $11.7B |
| Q1 2026 | 927 | $11.2B |
| Q4 2025 | 1,005 | $18.3B |
| Q3 2025 | 913 | $16.7B |
| Q2 2025 | 745 | $10.5B |
| Q1 2025 | 716 | $6.06B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $3.97B |
| Q2 2024 | 593 | $2.98B |
| Q1 2024 | 602 | $3.22B |
| Q4 2023 | 572 | $3.74B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 532 | $1.92B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.60B |
| Q2 2022 | 469 | $2.16B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $6.70B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Charter Oak Capital Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 1,000 | $0 | 0.00% | +1,000 | New |
| Ci Investments Inc. | 30 | $0 | 0.00% | +30 | New |
| West Oak Capital, LLC | 25 | $0 | 0.00% | +25 | New |
| Iron Horse Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| Heritage Wealth Advisors | 30 | $476 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 54 | $1.00K | 0.00% | +24+80.0% | Added |
| State of Wyoming | 39 | $1.00K | 0.00% | +39 | New |
| FourThought Financial, LLC | 110 | $1.00K | 0.00% | +110 | New |
| West Paces Advisors Inc. | 70 | $1.11K | 0.00% | +70 | New |
| Mark Sheptoff Financial Planning, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $2.00K | 0.00% | +150 | New |
| Enterprise Financial Services Corp | 100 | $2.00K | 0.00% | +100 | New |
| Sierra Capital LLC | 110 | $2.00K | 0.00% | +110 | New |
| Westside Investment Management, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 161 | $3.00K | 0.00% | +161 | New |
| Bell Investment Advisors, Inc | 174 | $3.00K | 0.00% | +174 | New |
| Laurel Wealth Advisors LLC | 300 | $5.00K | 0.00% | −200−40.0% | Reduced |
| Peoples Financial Services Corp. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 464 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 465 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 454 | $7.00K | 0.00% | +204+81.6% | Added |
| Private Capital Group, LLC | 468 | $7.00K | 0.00% | +468 | New |
| Crewe Advisors LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 500 | $8.00K | 0.01% | +500 | New |
| Tortoise Investment Management, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Salem Investment Counselors Inc | 550 | $9.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 550 | $9.00K | 0.00% | +500+1,000.0% | Added |
| Trustcore Financial Services, LLC | 605 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 630 | $10.0K | 0.00% | +630 | New |
| TCI Wealth Advisors, Inc. | 619 | $10.0K | 0.00% | +619 | New |
| Hoey Investments, Inc | 600 | $10.0K | 0.00% | +600 | New |
| Sterling Financial Planning, Inc. | 600 | $10.0K | 0.01% | +600 | New |
| Brewin Dolphin Ltd | 700 | $11.1K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 747 | $12.0K | 0.00% | +530+244.2% | Added |
| AdvisorNet Financial, Inc | 900 | $14.0K | 0.00% | +500+125.0% | Added |
| US Bancorp | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,025 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,000 | $16.0K | 0.01% | +500+100.0% | Added |
| Hantz Financial Services, Inc. | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $16.0K | 0.00% | +1,000 | New |
| FinTrust Capital Advisors, LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Optimum Investment Advisors | 1,095 | $17.0K | 0.01% | +645+143.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,080 | $17.0K | 0.00% | +1,000+1,250.0% | Added |
| IFP Advisors, Inc | 1,014 | $18.0K | 0.00% | +14+1.4% | Added |
| Focused Wealth Management, Inc | 1,150 | $18.0K | 0.00% | +500+76.9% | Added |
| Coastal Capital Group, Inc. | 1,278 | $20.0K | 0.00% | +1,278 | New |
| NewSquare Capital LLC | 1,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,350 | $21.0K | 0.01% | +1,350 | New |
| Baldwin Brothers Inc | 1,500 | $24.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,535 | $24.0K | 0.01% | +400+35.2% | Added |
| Liberty Wealth Management LLC | 1,542 | $24.0K | 0.01% | +1,542 | New |
| Parallel Advisors, LLC | 1,800 | $29.0K | 0.00% | +1,550+620.0% | Added |
| SOA Wealth Advisors, LLC. | 1,950 | $30.0K | 0.01% | −50−2.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,975 | $31.0K | 0.01% | +1,075+119.4% | Added |
| Herold Advisors, Inc. | 2,000 | $31.0K | 0.01% | +2,000 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 1,960 | $32.0K | 0.02% | +560+40.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,060 | $32.0K | 0.00% | +2,060 | New |
| Clearstead Advisors, LLC | 2,240 | $36.0K | 0.00% | +1,600+250.0% | Added |
| Captrust Financial Advisors | 2,387 | $38.0K | 0.00% | −175−6.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,800 | $44.0K | 0.02% | +2,800 | New |
| Wagner Wealth Management, LLC | 2,273 | $46.0K | 0.04% | +273+13.7% | Added |
| Ancora Advisors, LLC | 3,100 | $49.0K | 0.00% | +600+24.0% | Added |
| Banque Cantonale Vaudoise | 3,118 | $50.0K | 0.00% | +3,118 | New |
| Evoke Wealth, LLC | 3,500 | $55.0K | 0.00% | +3,500 | New |
| NEXT Financial Group, Inc | 3,916 | $62.0K | 0.00% | +1,470+60.1% | Added |
| Albion Financial Group | 4,241 | $67.0K | 0.01% | +4,241 | New |
| Edge Wealth Management LLC | 4,420 | $70.0K | 0.01% | −1,050−19.2% | Reduced |
| Hexagon Capital Partners LLC | 4,700 | $75.0K | 0.02% | +4,200+840.0% | Added |
| Asset Management One Co.,Ltd. | 5,888 | $93.0K | 0.00% | +1,542+35.5% | Added |
| CenterStar Asset Management, LLC | – | $103.0K | 0.08% | – | – |
| Global Wealth Management Investment Advisory, Inc. | 7,626 | $121.0K | 0.04% | +7,626 | New |
| PSI Advisors, LLC | 8,495 | $134.0K | 0.06% | +8,495 | New |
| Parsons Capital Management Inc | 10,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 10,000 | $159.0K | 0.10% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 10,000 | $159.0K | 0.19% | +10,000 | New |
| Perigon Wealth Management, LLC | 10,351 | $164.0K | 0.01% | +10,351 | New |
| Lindbrook Capital, LLC | 10,476 | $166.0K | 0.04% | +10,476 | New |
| Highlander Capital Management, LLC | 10,500 | $167.0K | 0.08% | +10,500 | New |
| Man Group plc | 10,539 | $168.0K | 0.00% | −10,947−50.9% | Reduced |
| Archford Capital Strategies, LLC | 11,030 | $175.0K | 0.04% | +11,030 | New |
| XR Securities LLC | 11,512 | $183.0K | 0.17% | +11,512 | New |
| The PNC Financial Services Group, Inc. | 11,748 | $185.0K | 0.00% | +1,715+17.1% | Added |
| Hudock, Inc. | 11,723 | $186.0K | 0.06% | +11,572+7,663.6% | Added |
| Harbour Capital Advisors, LLC | 11,825 | $188.0K | 0.05% | +11,825 | New |
| Tuttle Tactical Management | 12,142 | $193.0K | 0.22% | +12,142 | New |
| KMG Fiduciary Partners, LLC | 12,384 | $197.0K | 0.03% | +12,384 | New |
| Dynamic Advisor Solutions LLC | 12,746 | $202.0K | 0.02% | +12,746 | New |
| Tower Research Capital LLC (TRC) | 12,802 | $203.0K | 0.01% | −121,129−90.4% | Reduced |
| Carroll Financial Associates, Inc. | 12,964 | $205.0K | 0.01% | +11,964+1,196.4% | Added |
| Coastal Investment Advisors, Inc. | 12,884 | $205.0K | 0.05% | +12,884 | New |
| Proficio Capital Partners LLC | 12,949 | $206.0K | 0.03% | +12,949 | New |
| Gofen & Glossberg LLC | 13,075 | $208.0K | 0.00% | +13,075 | New |
| Kestra Advisory Services, LLC | 13,505 | $214.0K | 0.00% | +1,990+17.3% | Added |
| Cresset Asset Management, LLC | 14,000 | $222.0K | 0.00% | +14,000 | New |
| Exos Asset Management LLC | 14,132 | $224.0K | 0.12% | −1,480−9.5% | Reduced |