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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 14,329 | $228.0K | 0.01% | +4,034+39.2% | Added |
| Chicago Partners Investment Group LLC | 10,040 | $231.0K | 0.02% | +10,040 | New |
| Sigma Planning Corp | 14,693 | $233.0K | 0.01% | +14,693 | New |
| Columbia Asset Management | 14,980 | $238.0K | 0.05% | +14,980 | New |
| Emfo, LLC | 15,000 | $238.0K | 0.21% | +15,000 | New |
| Baltimore-Washington Financial Advisors, Inc. | 15,540 | $246.0K | 0.02% | +15,540 | New |
| Wedbush Securities Inc | 15,592 | $248.0K | 0.01% | +3,132+25.1% | Added |
| Aspiriant, LLC | 15,633 | $248.0K | 0.01% | +15,633 | New |
| Belpointe Asset Management LLC | 15,950 | $254.0K | 0.02% | +15,950 | New |
| Emerald Mutual Fund Advisers Trust | 16,297 | $259.0K | 0.01% | −446,970−96.5% | Reduced |
| Stockman Wealth Management, Inc. | 17,424 | $277.0K | 0.06% | +17,424 | New |
| Oxinas Partners Wealth Management LLC | 17,533 | $278.0K | 0.16% | +3,523+25.1% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 18,201 | $289.0K | 0.00% | +18,201 | New |
| Illinois Municipal Retirement Fund | 18,403 | $292.0K | 0.01% | +18,403 | New |
| Great Valley Advisor Group, Inc. | 18,432 | $292.0K | 0.02% | +18,432 | New |
| Cetera Investment Advisers | 18,457 | $293.0K | 0.00% | +18,457 | New |
| Pointe Capital Management LLC | 18,490 | $294.0K | 0.20% | +18,490 | New |
| Steward Partners Investment Advisory, LLC | 18,609 | $296.0K | 0.01% | +3,500+23.2% | Added |
| 180 Wealth Advisors, LLC | 15,300 | $297.0K | 0.07% | +15,300 | New |
| Kovack Advisors, Inc. | 18,882 | $300.0K | 0.03% | +2,951+18.5% | Added |
| Aldebaran Financial Inc. | 19,000 | $302.0K | 0.26% | +6,700+54.5% | Added |
| Transcend Wealth Collective, LLC | 15,325 | $306.0K | 0.03% | +15,325 | New |
| AE Wealth Management LLC | 19,716 | $313.0K | 0.00% | +19,716 | New |
| Silicon Hills Wealth Management, LLC | 19,792 | $314.0K | 0.22% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 19,990 | $317.0K | 0.02% | +19,990 | New |
| Snowden Capital Advisors LLC | 20,197 | $320.7K | 0.02% | +1,687+9.1% | Added |
| Sandy Spring Bank | 20,480 | $325.0K | 0.02% | +19,306+1,644.5% | Added |
| Orion Portfolio Solutions, LLC | 20,650 | $328.0K | 0.01% | +6,500+45.9% | Added |
| Vivaldi Capital Management, LLC | 20,859 | $331.0K | 0.07% | −1,000−4.6% | Reduced |
| Griffin Asset Management, Inc. | 21,262 | $338.0K | 0.04% | −3,438−13.9% | Reduced |
| Valeo Financial Advisors, LLC | 21,378 | $339.0K | 0.02% | +6,538+44.1% | Added |
| Resolute Partners Group | 21,540 | $342.0K | 0.05% | +19,827+1,157.4% | Added |
| Northwestern Mutual Wealth Management Co | 21,563 | $343.0K | 0.00% | +18,370+575.3% | Added |
| California State Teachers Retirement System | 21,616 | $343.0K | 0.00% | +21,616 | New |
| Independent Financial Group, LLC | 22,187 | $352.3K | 0.04% | +11,624+110.0% | Added |
| CIBC World Markets Inc. | 22,305 | $354.0K | 0.00% | +800+3.7% | Added |
| Advisory Services Network, LLC | 23,012 | $365.0K | 0.01% | +2,067+9.9% | Added |
| Bridgecreek Investment Management, LLC | 23,500 | $373.0K | 0.05% | +23,500 | New |
| Envestnet Asset Management Inc | 23,518 | $373.0K | 0.00% | +23,518 | New |
| Mercer Global Advisors Inc | 24,081 | $382.0K | 0.00% | +24,081 | New |
| Rockefeller Capital Management L.P. | 24,250 | $385.0K | 0.00% | +9,000+59.0% | Added |
| Manufacturers Life Insurance Company, The | 24,596 | $391.0K | 0.00% | +24,596 | New |
| Garde Capital, Inc. | 24,974 | $397.0K | 0.04% | −6,406−20.4% | Reduced |
| Acorn Financial Advisory Services Inc | 26,528 | $421.0K | 0.13% | +26,528 | New |
| Shay Capital LLC | 27,013 | $429.0K | 0.14% | +26,013+2,601.3% | Added |
| Bulltick Wealth Management, LLC | 27,147 | $431.1K | 0.10% | +27,147 | New |
| B & T Capital Management DBA Alpha Capital Management | 27,236 | $433.0K | 0.10% | −6,570−19.4% | Reduced |
| Davenport & Co LLC | 29,740 | $472.0K | 0.00% | +4,020+15.6% | Added |
| Liberty Mutual Group Asset Management Inc. | 29,845 | $474.0K | 0.03% | −55,429−65.0% | Reduced |
| Resources Investment Advisors, LLC. | 30,653 | $487.0K | 0.02% | +16,503+116.6% | Added |
| Janney Montgomery Scott LLC | 31,372 | $498.0K | 0.00% | +17,928+133.4% | Added |
| Centiva Capital, LP | 31,680 | $503.0K | 0.04% | +31,680 | New |
| Gladstone Institutional Advisory LLC | 31,711 | $504.0K | 0.05% | +31,711 | New |
| Cypress Capital, LLC | 31,831 | $505.0K | 0.06% | +29,722+1,409.3% | Added |
| GWM Advisors LLC | 32,056 | $509.0K | 0.01% | −1,310−3.9% | Reduced |
| JustInvest LLC | 32,303 | $513.0K | 0.05% | +32,303 | New |
| Lincoln National Corp | 34,722 | $551.0K | 0.01% | +16,875+94.6% | Added |
| Parkside Investments, LLC | 35,000 | $555.0K | 0.12% | +35,000 | New |
| Newbridge Financial Services Group, Inc. | 35,525 | $564.0K | 0.35% | +13,025+57.9% | Added |
| Change Path, LLC | 36,080 | $573.0K | 0.03% | +24,480+211.0% | Added |
| Crestline Management, LP | 37,000 | $587.0K | 0.06% | +37,000 | New |
| Strategic Wealth Advisors Group, LLC | 37,192 | $591.0K | 0.03% | +4,625+14.2% | Added |
| Alpha Paradigm Partners, LLC | 37,422 | $594.0K | 0.24% | +37,422 | New |
| Insight Advisors, LLC | 25,823 | $601.0K | 0.18% | +25,823 | New |
| American Portfolios Advisors | 38,103 | $605.1K | 0.02% | +35,303+1,260.8% | Added |
| Prelude Capital Management, LLC | 38,351 | $609.0K | 0.03% | +38,351 | New |
| AlphaStar Capital Management, LLC | 40,738 | $647.0K | 0.04% | +40,738 | New |
| Cetera Advisor Networks LLC | 40,932 | $650.0K | 0.01% | +19,487+90.9% | Added |
| Venture Visionary Partners LLC | 41,557 | $660.0K | 0.05% | +41,557 | New |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $676.0K | 0.58% | +14,475+51.6% | Added |
| Sowell Financial Services LLC | 45,058 | $716.0K | 0.05% | +45,058 | New |
| Stansberry Asset Management, LLC | 45,654 | $725.0K | 0.15% | +45,654 | New |
| Boston Private Wealth LLC | 46,694 | $742.0K | 0.01% | +46,694 | New |
| Truist Financial Corp | 48,780 | $775.0K | 0.00% | +48,780 | New |
| Cetera Advisors LLC | 49,453 | $785.0K | 0.02% | +49,453 | New |
| Penserra Capital Management LLC | 51,871 | $822.0K | 0.02% | +24,998+93.0% | Added |
| Financial Architects, Inc | 55,000 | $873.0K | 0.13% | 00.0% | Unchanged |
| Asset Management Corp | 55,079 | $875.0K | 0.55% | +55,079 | New |
| National Asset Management, Inc. | 56,810 | $903.0K | 0.03% | +37,310+191.3% | Added |
| Magnetar Financial LLC | 57,104 | $907.0K | 0.01% | +57,104 | New |
| San Luis Wealth Advisors LLC | 60,054 | $954.0K | 0.53% | +60,054 | New |
| Rational Advisors LLC | 61,645 | $979.0K | 0.08% | +61,645 | New |
| Blueshift Asset Management, LLC | 68,354 | $1.08M | 0.06% | +68,354 | New |
| Squarepoint Ops LLC | 69,007 | $1.10M | 0.01% | −6,371−8.5% | Reduced |
| CAPROCK Group, Inc. | 69,628 | $1.11M | 0.10% | +35,797+105.8% | Added |
| HAP Trading, LLC | 69,752 | $1.11M | 0.08% | +69,752 | New |
| Pentwater Capital Management LP | 70,000 | $1.11M | 0.02% | +20,000+40.0% | Added |
| Jupiter Asset Management Ltd | 70,000 | $1.11M | 0.01% | +70,000 | New |
| Capstone Investment Advisors, LLC | 70,014 | $1.11M | 0.02% | +70,014 | New |
| Cubist Systematic Strategies, LLC | 71,820 | $1.14M | 0.01% | +71,820 | New |
| Seven Eight Capital, LP | 74,234 | $1.18M | 0.11% | +60,909+457.1% | Added |
| Brown Advisory Inc | 74,291 | $1.18M | 0.00% | +30,946+71.4% | Added |
| Samson Rock Capital LLP | 74,312 | $1.18M | 0.75% | +74,312 | New |
| M. Kulyk & Associates, LLC | 74,901 | $1.19M | 0.38% | +74,901 | New |
| Partners Group Holding AG | 77,086 | $1.22M | 0.09% | +77,086 | New |
| Bank of America Corp | 78,963 | $1.25M | 0.00% | −652,315−89.2% | Reduced |
| Avestar Capital, LLC | 83,670 | $1.33M | 0.26% | +83,670 | New |
| Natixis | 84,217 | $1.34M | 0.00% | +84,217 | New |
| Jump Financial, LLC | 84,371 | $1.34M | 0.10% | +84,371 | New |
| Kestra Private Wealth Services, LLC | 90,136 | $1.43M | 0.08% | +3,636+4.2% | Added |