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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 103,433 | $1.64M | 0.12% | +103,433 | New |
| Vigilare Wealth Management | 100,935 | $1.60M | 0.99% | +56,662+128.0% | Added |
| Renaissance Technologies LLC | 99,100 | $1.57M | 0.00% | +99,100 | New |
| CIBC Private Wealth Group, LLC | 96,834 | $1.54M | 0.00% | +82,364+569.2% | Added |
| L & S Advisors Inc | 96,385 | $1.53M | 0.17% | +96,385 | New |
| Central Trust Co | 94,493 | $1.50M | 0.05% | +94,493 | New |
| Triumph Capital Management | 94,271 | $1.50M | 0.70% | +94,271 | New |
| Stifel Financial Corp | 91,434 | $1.45M | 0.00% | +75,370+469.2% | Added |
| Kestra Private Wealth Services, LLC | 90,136 | $1.43M | 0.08% | +3,636+4.2% | Added |
| HighTower Advisors, LLC | 90,137 | $1.43M | 0.00% | +90,137 | New |
| Jump Financial, LLC | 84,371 | $1.34M | 0.10% | +84,371 | New |
| Natixis | 84,217 | $1.34M | 0.00% | +84,217 | New |
| Avestar Capital, LLC | 83,670 | $1.33M | 0.26% | +83,670 | New |
| Bank of America Corp | 78,963 | $1.25M | 0.00% | −652,315−89.2% | Reduced |
| Partners Group Holding AG | 77,086 | $1.22M | 0.09% | +77,086 | New |
| M. Kulyk & Associates, LLC | 74,901 | $1.19M | 0.38% | +74,901 | New |
| 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 |
| Seven Eight Capital, LP | 74,234 | $1.18M | 0.11% | +60,909+457.1% | Added |
| Cubist Systematic Strategies, LLC | 71,820 | $1.14M | 0.01% | +71,820 | 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 |
| HAP Trading, LLC | 69,752 | $1.11M | 0.08% | +69,752 | New |
| CAPROCK Group, Inc. | 69,628 | $1.11M | 0.10% | +35,797+105.8% | Added |
| Squarepoint Ops LLC | 69,007 | $1.10M | 0.01% | −6,371−8.5% | Reduced |
| Blueshift Asset Management, LLC | 68,354 | $1.08M | 0.06% | +68,354 | New |
| Rational Advisors LLC | 61,645 | $979.0K | 0.08% | +61,645 | New |
| San Luis Wealth Advisors LLC | 60,054 | $954.0K | 0.53% | +60,054 | New |
| Magnetar Financial LLC | 57,104 | $907.0K | 0.01% | +57,104 | New |
| National Asset Management, Inc. | 56,810 | $903.0K | 0.03% | +37,310+191.3% | Added |
| Asset Management Corp | 55,079 | $875.0K | 0.55% | +55,079 | New |
| Financial Architects, Inc | 55,000 | $873.0K | 0.13% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 51,871 | $822.0K | 0.02% | +24,998+93.0% | Added |
| Cetera Advisors LLC | 49,453 | $785.0K | 0.02% | +49,453 | New |
| Truist Financial Corp | 48,780 | $775.0K | 0.00% | +48,780 | New |
| Boston Private Wealth LLC | 46,694 | $742.0K | 0.01% | +46,694 | New |
| Stansberry Asset Management, LLC | 45,654 | $725.0K | 0.15% | +45,654 | New |
| Sowell Financial Services LLC | 45,058 | $716.0K | 0.05% | +45,058 | New |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $676.0K | 0.58% | +14,475+51.6% | Added |
| Venture Visionary Partners LLC | 41,557 | $660.0K | 0.05% | +41,557 | New |
| Cetera Advisor Networks LLC | 40,932 | $650.0K | 0.01% | +19,487+90.9% | Added |
| AlphaStar Capital Management, LLC | 40,738 | $647.0K | 0.04% | +40,738 | New |
| Prelude Capital Management, LLC | 38,351 | $609.0K | 0.03% | +38,351 | New |
| American Portfolios Advisors | 38,103 | $605.1K | 0.02% | +35,303+1,260.8% | Added |
| Insight Advisors, LLC | 25,823 | $601.0K | 0.18% | +25,823 | New |
| Alpha Paradigm Partners, LLC | 37,422 | $594.0K | 0.24% | +37,422 | New |
| Strategic Wealth Advisors Group, LLC | 37,192 | $591.0K | 0.03% | +4,625+14.2% | Added |
| Crestline Management, LP | 37,000 | $587.0K | 0.06% | +37,000 | New |
| Change Path, LLC | 36,080 | $573.0K | 0.03% | +24,480+211.0% | Added |
| Newbridge Financial Services Group, Inc. | 35,525 | $564.0K | 0.35% | +13,025+57.9% | Added |
| Parkside Investments, LLC | 35,000 | $555.0K | 0.12% | +35,000 | New |
| Lincoln National Corp | 34,722 | $551.0K | 0.01% | +16,875+94.6% | Added |
| JustInvest LLC | 32,303 | $513.0K | 0.05% | +32,303 | New |
| GWM Advisors LLC | 32,056 | $509.0K | 0.01% | −1,310−3.9% | Reduced |
| Cypress Capital, LLC | 31,831 | $505.0K | 0.06% | +29,722+1,409.3% | Added |
| Gladstone Institutional Advisory LLC | 31,711 | $504.0K | 0.05% | +31,711 | New |
| Centiva Capital, LP | 31,680 | $503.0K | 0.04% | +31,680 | New |
| Janney Montgomery Scott LLC | 31,372 | $498.0K | 0.00% | +17,928+133.4% | Added |
| Resources Investment Advisors, LLC. | 30,653 | $487.0K | 0.02% | +16,503+116.6% | Added |
| Liberty Mutual Group Asset Management Inc. | 29,845 | $474.0K | 0.03% | −55,429−65.0% | Reduced |
| Davenport & Co LLC | 29,740 | $472.0K | 0.00% | +4,020+15.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 27,236 | $433.0K | 0.10% | −6,570−19.4% | Reduced |
| Bulltick Wealth Management, LLC | 27,147 | $431.1K | 0.10% | +27,147 | New |
| Shay Capital LLC | 27,013 | $429.0K | 0.14% | +26,013+2,601.3% | Added |
| Acorn Financial Advisory Services Inc | 26,528 | $421.0K | 0.13% | +26,528 | New |
| Garde Capital, Inc. | 24,974 | $397.0K | 0.04% | −6,406−20.4% | Reduced |
| Manufacturers Life Insurance Company, The | 24,596 | $391.0K | 0.00% | +24,596 | New |
| Rockefeller Capital Management L.P. | 24,250 | $385.0K | 0.00% | +9,000+59.0% | Added |
| Mercer Global Advisors Inc | 24,081 | $382.0K | 0.00% | +24,081 | New |
| 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 |
| Advisory Services Network, LLC | 23,012 | $365.0K | 0.01% | +2,067+9.9% | Added |
| CIBC World Markets Inc. | 22,305 | $354.0K | 0.00% | +800+3.7% | Added |
| Independent Financial Group, LLC | 22,187 | $352.3K | 0.04% | +11,624+110.0% | 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 |
| Resolute Partners Group | 21,540 | $342.0K | 0.05% | +19,827+1,157.4% | Added |
| Valeo Financial Advisors, LLC | 21,378 | $339.0K | 0.02% | +6,538+44.1% | Added |
| Griffin Asset Management, Inc. | 21,262 | $338.0K | 0.04% | −3,438−13.9% | Reduced |
| Vivaldi Capital Management, LLC | 20,859 | $331.0K | 0.07% | −1,000−4.6% | Reduced |
| Orion Portfolio Solutions, LLC | 20,650 | $328.0K | 0.01% | +6,500+45.9% | Added |
| Sandy Spring Bank | 20,480 | $325.0K | 0.02% | +19,306+1,644.5% | Added |
| Snowden Capital Advisors LLC | 20,197 | $320.7K | 0.02% | +1,687+9.1% | Added |
| BlueCrest Capital Management Ltd | 19,990 | $317.0K | 0.02% | +19,990 | New |
| Silicon Hills Wealth Management, LLC | 19,792 | $314.0K | 0.22% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,716 | $313.0K | 0.00% | +19,716 | New |
| Transcend Wealth Collective, LLC | 15,325 | $306.0K | 0.03% | +15,325 | New |
| Aldebaran Financial Inc. | 19,000 | $302.0K | 0.26% | +6,700+54.5% | Added |
| Kovack Advisors, Inc. | 18,882 | $300.0K | 0.03% | +2,951+18.5% | Added |
| 180 Wealth Advisors, LLC | 15,300 | $297.0K | 0.07% | +15,300 | New |
| Steward Partners Investment Advisory, LLC | 18,609 | $296.0K | 0.01% | +3,500+23.2% | Added |
| Pointe Capital Management LLC | 18,490 | $294.0K | 0.20% | +18,490 | New |
| Cetera Investment Advisers | 18,457 | $293.0K | 0.00% | +18,457 | 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 |
| Bank Julius Baer & Co. Ltd, Zurich | 18,201 | $289.0K | 0.00% | +18,201 | New |
| Oxinas Partners Wealth Management LLC | 17,533 | $278.0K | 0.16% | +3,523+25.1% | Added |
| Stockman Wealth Management, Inc. | 17,424 | $277.0K | 0.06% | +17,424 | New |
| Emerald Mutual Fund Advisers Trust | 16,297 | $259.0K | 0.01% | −446,970−96.5% | Reduced |