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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 90,137 | $1.43M | 0.00% | +90,137 | New |
| Stifel Financial Corp | 91,434 | $1.45M | 0.00% | +75,370+469.2% | Added |
| Triumph Capital Management | 94,271 | $1.50M | 0.70% | +94,271 | New |
| Central Trust Co | 94,493 | $1.50M | 0.05% | +94,493 | New |
| L & S Advisors Inc | 96,385 | $1.53M | 0.17% | +96,385 | New |
| CIBC Private Wealth Group, LLC | 96,834 | $1.54M | 0.00% | +82,364+569.2% | Added |
| Renaissance Technologies LLC | 99,100 | $1.57M | 0.00% | +99,100 | New |
| Vigilare Wealth Management | 100,935 | $1.60M | 0.99% | +56,662+128.0% | Added |
| Joel Isaacson & Co., LLC | 103,433 | $1.64M | 0.12% | +103,433 | New |
| HSBC Holdings PLC | 105,086 | $1.67M | 0.00% | +33,586+47.0% | Added |
| B. Riley Wealth Management, Inc. | 106,073 | $1.68M | 0.13% | +47,258+80.4% | Added |
| Goldman Sachs Group Inc | 109,680 | $1.74M | 0.00% | −846,087−88.5% | Reduced |
| Fulcrum Capital LLC | 113,109 | $1.80M | 0.43% | +113,109 | New |
| Jasper Ridge Partners, L.P. | 115,970 | $1.84M | 0.08% | +57,985+100.0% | Added |
| Marathon Trading Investment Management LLC | 119,114 | $1.89M | 0.90% | +119,114 | New |
| Oppenheimer & Co Inc | 119,316 | $1.90M | 0.04% | +42,903+56.1% | Added |
| Hennessy Advisors Inc | 120,000 | $1.91M | 0.11% | +74,000+160.9% | Added |
| Deutsche Bank AG | 127,356 | $2.02M | 0.00% | +127,356 | New |
| Knights of Columbus Asset Advisors LLC | 130,515 | $2.07M | 0.19% | +130,515 | New |
| Federation des caisses Desjardins du Quebec | 131,012 | $2.08M | 0.02% | +122,335+1,409.9% | Added |
| Vantis Investment Advisers L.P. | 131,600 | $2.09M | 2.19% | +131,600 | New |
| Catalyst Capital Advisors LLC | 132,000 | $2.10M | 0.11% | +132,000 | New |
| Element Capital Management LLC | 133,800 | $2.13M | 0.93% | +133,800 | New |
| State of Tennessee, Treasury Department | 136,436 | $2.17M | 0.01% | +68,218+100.0% | Added |
| AtonRa Partners | 142,142 | $2.26M | 0.75% | +3,868+2.8% | Added |
| IMC-Chicago, LLC | 142,356 | $2.26M | 0.18% | +128,685+941.3% | Added |
| Private Advisor Group, LLC | 153,808 | $2.44M | 0.02% | +100,138+186.6% | Added |
| LPL Financial LLC | 159,548 | $2.53M | 0.00% | +95,456+148.9% | Added |
| Odey Asset Management Group Ltd | 170,000 | $2.70M | 0.72% | +170,000 | New |
| Moore Capital Management, LP | 175,500 | $2.79M | 0.06% | +175,500 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 177,500 | $2.82M | 0.06% | +177,500 | New |
| Pathstone Family Office, LLC | 184,561 | $2.93M | 0.09% | +184,561 | New |
| Moors & Cabot, Inc. | 194,995 | $3.11M | 0.20% | +87,650+81.7% | Added |
| TownSquare Capital, LLC | 196,732 | $3.12M | 0.09% | +196,732 | New |
| Schonfeld Strategic Advisors LLC | 198,849 | $3.16M | 0.04% | −743,495−78.9% | Reduced |
| BIT Capital GmbH | 200,980 | $3.19M | 0.19% | +200,980 | New |
| Anderson Hoagland & Co | 207,867 | $3.30M | 0.42% | +207,867 | New |
| Wolverine Trading, LLC | 214,763 | $3.44M | 0.07% | +100,904+88.6% | Added |
| Citigroup Inc | 217,935 | $3.46M | 0.00% | +165,337+314.3% | Added |
| Advisor Group Holdings, Inc. | 227,988 | $3.63M | 0.01% | +119,409+110.0% | Added |
| Riverpark Capital Management LLC | 236,237 | $3.75M | 1.33% | +236,237 | New |
| DFPG Investments, LLC | 196,935 | $3.86M | 1.46% | +196,935 | New |
| Caption Management, LLC | 244,700 | $3.89M | 0.25% | +244,700 | New |
| Bluefin Capital Management, LLC | 244,919 | $3.89M | 0.45% | +95,898+64.4% | Added |
| MML Investors Services, LLC | 281,175 | $4.46M | 0.04% | +151,955+117.6% | Added |
| Clear Street Markets LLC | 285,900 | $4.54M | 1.00% | +209,140+272.5% | Added |
| Wolverine Asset Management LLC | 291,694 | $4.63M | 0.05% | +258,285+773.1% | Added |
| Ameriprise Financial Inc | 294,981 | $4.68M | 0.00% | +294,981 | New |
| Daiwa Securities Group Inc. | 300,000 | $4.76M | 0.03% | +300,000 | New |
| Raymond James Financial Services Advisors, Inc. | 305,218 | $4.85M | 0.01% | +200,282+190.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 331,749 | $5.27M | 0.03% | +149,988+82.5% | Added |
| Commonwealth Equity Services, LLC | 343,026 | $5.45M | 0.01% | +279,533+440.3% | Added |
| Serengeti Asset Management LP | 350,000 | $5.56M | 4.94% | +350,000 | New |
| Boothbay Fund Management, LLC | 350,000 | $5.56M | 0.22% | +350,000 | New |
| Mizuho Markets Americas LLC | 380,000 | $6.03M | 0.48% | +380,000 | New |
| Cutler Group LP | 391,862 | $6.22M | 0.47% | +205,551+110.3% | Added |
| Belmont Capital, LLC | 392,350 | $6.23M | 5.06% | +392,350 | New |
| Gillson Capital LP | 393,270 | $6.25M | 0.46% | +393,270 | New |
| First Republic Investment Management, Inc. | 395,002 | $6.27M | 0.02% | +170,844+76.2% | Added |
| Bank of Montreal | 368,133 | $6.27M | 0.00% | +368,133 | New |
| Virtu Financial LLC | 419,820 | $6.67M | 0.59% | +357,471+573.3% | Added |
| Simplex Trading, LLC | 372,678 | $6.80M | 0.24% | +18,794+5.3% | Added |
| Highbridge Capital Management LLC | 428,300 | $6.80M | 0.19% | +428,300 | New |
| UBS Group AG | 429,544 | $6.82M | 0.00% | −70,632−14.1% | Reduced |
| Summit Trail Advisors, LLC | 457,127 | $7.26M | 0.54% | +457,127 | New |
| Hartline Investment Corp | 489,349 | $7.77M | 1.08% | +110,290+29.1% | Added |
| Laurion Capital Management LP | 504,500 | $8.01M | 0.12% | +504,500 | New |
| Royal Bank of Canada | 516,153 | $8.20M | 0.00% | +363,393+237.9% | Added |
| Philadelphia Trust Co | 532,285 | $8.45M | 0.62% | +532,285 | New |
| Raymond James & Associates | 583,871 | $9.27M | 0.01% | +493,963+549.4% | Added |
| RiverPark Advisors, LLC | 608,037 | $9.66M | 1.18% | +204,852+50.8% | Added |
| Creative Planning | 632,501 | $10.0M | 0.02% | +499,553+375.8% | Added |
| Pathway Capital Management, LP | 682,178 | $10.8M | 5.19% | +30.0% | Added |
| Sepio Capital, LP | 710,112 | $11.3M | 0.94% | +710,112 | New |
| TD Asset Management Inc | 717,044 | $11.4M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 719,830 | $11.4M | 0.00% | +401,502+126.1% | Added |
| Russell Investments Group, Ltd. | 771,337 | $12.2M | 0.02% | +771,337 | New |
| Wells Fargo & Company | 799,296 | $12.7M | 0.00% | +660,216+474.7% | Added |
| Balyasny Asset Management LLC | 817,486 | $13.0M | 0.06% | +817,486 | New |
| Group One Trading, L.P. | 920,628 | $14.6M | 0.32% | +547,934+147.0% | Added |
| Bowen Hanes & Co Inc | 1,000,000 | $15.9M | 0.49% | +1,000,000 | New |
| PEAK6 Investments LLC | 1,001,528 | $15.9M | 0.32% | +882,961+744.7% | Added |
| Walleye Trading LLC | 1,019,353 | $16.2M | 0.38% | +871,621+590.0% | Added |
| Millennium Management LLC | 1,036,476 | $16.5M | 0.02% | −540,535−34.3% | Reduced |
| Northern Trust Corp | 1,050,938 | $16.7M | 0.00% | +1,050,938 | New |
| Longitude (Cayman) Ltd. | 1,079,000 | $17.1M | 13.30% | +240,000+28.6% | Added |
| Bank of New York Mellon Corp | 1,148,026 | $18.2M | 0.00% | +1,136,563+9,915.1% | Added |
| Phoenix Holdings Ltd. | 1,457,000 | $23.1M | 0.41% | −43,000−2.9% | Reduced |
| Macquarie Group Ltd | 1,525,000 | $24.2M | 0.02% | 00.0% | Unchanged |
| Credit Suisse AG | 1,738,412 | $27.6M | 0.02% | +150,070+9.4% | Added |
| State Street Corp | 1,841,119 | $29.2M | 0.00% | +1,841,119 | New |
| Amundi | 1,914,696 | $30.4M | 0.02% | +1,914,696 | New |
| Miller Value Partners, LLC | 2,299,689 | $36.5M | 1.24% | −251,512−9.9% | Reduced |
| FMR LLC | 2,500,340 | $39.7M | 0.00% | −2,999,667−54.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,809,949 | $44.6M | 0.01% | +2,809,949 | New |
| Morgan Stanley | 2,916,926 | $46.3M | 0.01% | +1,678,699+135.6% | Added |
| Durable Capital Partners LP | 3,597,334 | $57.1M | 0.43% | −8,504,207−70.3% | Reduced |
| Franklin Resources Inc | 3,602,939 | $57.2M | 0.02% | −5,468−0.2% | Reduced |
| Jane Street Group, LLC | 4,011,926 | $63.7M | 0.16% | +3,511,179+701.2% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $65.2M | 20.51% | 00.0% | Unchanged |