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, Q4 2021
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 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
- 447
- +138 vs. Q3 2021
- Shares held
- 424.3M
- +74.5M (+21.3%) vs. Q3 2021
- Total value
- $6.70B
- +$1.14B (+20.5%) vs. Q3 2021
- New holders
- 190
- 162 more added
- Sold out
- 52
- 58 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Softbank Group Corp | 117,795,933 | $1.86B | 17.32% | 00.0% | Unchanged |
| Vanguard Group Inc | 53,386,070 | $844.0M | 0.02% | +6,038,910+12.8% | Added |
| Price T Rowe Associates Inc | 35,272,640 | $557.7M | 0.05% | −740,647−2.1% | Reduced |
| Silver Lake Group, L.L.C. | 31,154,165 | $492.5M | 2.32% | −7,361,378−19.1% | Reduced |
| BlackRock Inc. | 22,261,616 | $352.0M | 0.01% | +8,637,411+63.4% | Added |
| DCM International VI, Ltd. | 11,707,294 | $185.1M | 30.40% | +11,707,294 | New |
| Susquehanna International Group, LLP | 8,705,907 | $137.6M | 0.21% | +1,229,903+16.5% | Added |
| Gpi Capital, L.P. | 7,870,941 | $124.4M | 16.33% | −1,423,408−15.3% | Reduced |
| Artisan Partners Limited Partnership | 6,932,206 | $109.6M | 0.13% | +6,932,206 | New |
| Geode Capital Management, LLC | 6,031,801 | $95.2M | 0.01% | +647,121+12.0% | Added |
| State Street Corp | 5,929,036 | $93.7M | 0.00% | +4,087,917+222.0% | Added |
| Franklin Resources Inc | 5,154,276 | $81.5M | 0.03% | +1,551,337+43.1% | Added |
| Jane Street Group, LLC | 4,632,216 | $73.2M | 0.14% | +620,290+15.5% | Added |
| Macquarie Group Ltd | 4,622,907 | $73.1M | 0.06% | +3,097,907+203.1% | Added |
| Morgan Stanley | 4,490,077 | $71.0M | 0.01% | +1,573,151+53.9% | Added |
| Bank of Montreal | 4,313,940 | $68.8M | 0.04% | +3,945,807+1,071.8% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $64.9M | 27.40% | 00.0% | Unchanged |
| Credit Suisse AG | 3,802,106 | $60.1M | 0.05% | +2,063,694+118.7% | Added |
| Bamco Inc | 3,696,819 | $58.4M | 0.12% | +3,696,819 | New |
| Amundi | 4,219,847 | $55.2M | 0.04% | +2,305,151+120.4% | Added |
| Charles Schwab Investment Management Inc | 3,155,648 | $49.9M | 0.01% | +345,699+12.3% | Added |
| Citadel Advisors LLC | 3,098,783 | $49.0M | 0.05% | −1,428,721−31.6% | Reduced |
| Deutsche Bank AG | 2,751,376 | $43.5M | 0.02% | +2,624,020+2,060.4% | Added |
| FMR LLC | 2,550,359 | $40.3M | 0.00% | +50,019+2.0% | Added |
| Miller Value Partners, LLC | 2,317,936 | $36.6M | 1.30% | +18,247+0.8% | Added |
| BlueCrest Capital Management Ltd | 2,272,428 | $35.9M | 2.08% | +2,252,438+11,267.8% | Added |
| Northern Trust Corp | 1,899,144 | $30.0M | 0.00% | +848,206+80.7% | Added |
| Mizuho Markets Americas LLC | 1,678,773 | $26.5M | 1.40% | +1,298,773+341.8% | Added |
| JPMorgan Chase & Co | 1,608,932 | $25.4M | 0.00% | +889,102+123.5% | Added |
| Group One Trading, L.P. | 1,551,501 | $24.5M | 0.46% | +630,873+68.5% | Added |
| Millennium Management LLC | 1,549,732 | $24.5M | 0.03% | +513,256+49.5% | Added |
| Royal Bank of Canada | 1,525,228 | $24.1M | 0.01% | +1,009,075+195.5% | Added |
| TD Asset Management Inc | 1,382,988 | $21.9M | 0.02% | +665,944+92.9% | Added |
| Wells Fargo & Company | 1,342,171 | $21.2M | 0.01% | +542,875+67.9% | Added |
| Russell Investments Group, Ltd. | 1,338,067 | $21.2M | 0.03% | +566,730+73.5% | Added |
| Simplex Trading, LLC | 1,328,904 | $21.0M | 0.69% | +956,226+256.6% | Added |
| HRT Financial LP | 1,318,656 | $20.8M | 0.12% | +1,318,656 | New |
| Phoenix Holdings Ltd. | 1,296,000 | $20.5M | 0.35% | −161,000−11.1% | Reduced |
| Citigroup Inc | 1,267,803 | $20.0M | 0.02% | +1,049,868+481.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,255,263 | $19.8M | 0.01% | +1,255,263 | New |
| Bank of New York Mellon Corp | 1,244,674 | $19.7M | 0.00% | +96,648+8.4% | Added |
| Walleye Trading LLC | 1,236,890 | $19.6M | 0.32% | +217,537+21.3% | Added |
| Longitude (Cayman) Ltd. | 1,167,000 | $18.4M | 15.06% | +88,000+8.2% | Added |
| Goldman Sachs Group Inc | 1,103,324 | $17.4M | 0.00% | +993,644+905.9% | Added |
| UBS Asset Management Americas Inc | 1,089,003 | $17.2M | 0.01% | +1,089,003 | New |
| Legal & General Group Plc | 1,024,993 | $16.2M | 0.00% | +1,024,993 | New |
| UBS Group AG | 998,226 | $15.8M | 0.01% | +568,682+132.4% | Added |
| RiverPark Advisors, LLC | 781,702 | $12.4M | 1.49% | +173,665+28.6% | Added |
| Putnam Investments LLC | 775,921 | $12.3M | 0.02% | +775,921 | New |
| Raymond James & Associates | 772,901 | $12.2M | 0.01% | +189,030+32.4% | Added |
| Schonfeld Strategic Advisors LLC | 772,100 | $12.2M | 0.12% | +573,251+288.3% | Added |
| PEAK6 Investments LLC | 758,424 | $12.0M | 0.34% | −243,104−24.3% | Reduced |
| Creative Planning | 720,723 | $11.4M | 0.02% | +88,222+13.9% | Added |
| Philadelphia Trust Co | 661,775 | $10.5M | 0.76% | +129,490+24.3% | Added |
| California State Teachers Retirement System | 659,378 | $10.4M | 0.01% | +637,762+2,950.4% | Added |
| LifePro Asset Management | 647,030 | $10.2M | 3.03% | +647,030 | New |
| Alliancebernstein L.P. | 626,988 | $9.91M | 0.00% | +626,988 | New |
| Bank of America Corp | 569,510 | $9.00M | 0.00% | +490,547+621.2% | Added |
| Gillson Capital LP | 502,002 | $7.94M | 0.52% | +108,732+27.6% | Added |
| Commonwealth Equity Services, LLC | 498,046 | $7.87M | 0.02% | +155,020+45.2% | Added |
| Cutler Group LP | 481,704 | $7.62M | 0.52% | +89,842+22.9% | Added |
| Summit Trail Advisors, LLC | 460,434 | $7.28M | 0.47% | +3,307+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 439,455 | $6.95M | 0.01% | +134,237+44.0% | Added |
| Acorn Financial Advisory Services Inc | 430,331 | $6.80M | 1.36% | +403,803+1,522.2% | Added |
| Bluefin Capital Management, LLC | 425,867 | $6.73M | 0.53% | +180,948+73.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,266 | $6.42M | 0.03% | +74,517+22.5% | Added |
| Ameriprise Financial Inc | 386,924 | $6.10M | 0.00% | +91,943+31.2% | Added |
| Riverpark Capital Management LLC | 384,132 | $6.07M | 2.19% | +147,895+62.6% | Added |
| LPL Financial LLC | 369,551 | $5.84M | 0.00% | +210,003+131.6% | Added |
| First Republic Investment Management, Inc. | 364,366 | $5.76M | 0.01% | −30,636−7.8% | Reduced |
| SEI Investments Co | 352,712 | $5.58M | 0.01% | +352,712 | New |
| State of Wisconsin Investment Board | 339,884 | $5.37M | 0.01% | +339,884 | New |
| Advisor Group Holdings, Inc. | 336,556 | $5.32M | 0.01% | +108,568+47.6% | Added |
| State of New Jersey Common Pension Fund D | 318,379 | $5.03M | 0.01% | +318,379 | New |
| Jefferies Group LLC | 318,300 | $5.03M | 0.09% | +318,300 | New |
| MML Investors Services, LLC | 314,358 | $4.97M | 0.04% | +33,183+11.8% | Added |
| Bowen Hanes & Co Inc | 300,000 | $4.74M | 0.13% | −700,000−70.0% | Reduced |
| Monashee Investment Management LLC | 300,000 | $4.74M | 1.17% | +300,000 | New |
| CAPROCK Group, Inc. | 295,207 | $4.67M | 0.38% | +225,579+324.0% | Added |
| Interval Partners, LP | 290,467 | $4.59M | 0.31% | +290,467 | New |
| Clear Street Markets LLC | 288,900 | $4.57M | 0.41% | +3,000+1.0% | Added |
| TD Waterhouse Canada Inc. | 243,567 | $4.37M | 0.04% | +243,567 | New |
| Parkside Investments, LLC | 275,725 | $4.36M | 0.84% | +240,725+687.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 259,995 | $4.11M | 0.04% | +259,995 | New |
| Mitsubishi UFJ Trust & Banking Corp | 254,939 | $4.03M | 0.01% | +254,939 | New |
| Venator Capital Management Ltd. | 250,000 | $3.95M | 2.48% | +250,000 | New |
| HAP Trading, LLC | 243,568 | $3.85M | 0.27% | +173,816+249.2% | Added |
| Belmont Capital, LLC | 242,350 | $3.83M | 3.00% | −150,000−38.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 238,981 | $3.78M | 0.31% | +223,441+1,437.8% | Added |
| Hartline Investment Corp | 238,639 | $3.77M | 0.52% | −250,710−51.2% | Reduced |
| BIT Capital GmbH | 238,185 | $3.77M | 0.29% | +37,205+18.5% | Added |
| Bridgecreek Investment Management, LLC | 233,750 | $3.70M | 0.50% | +210,250+894.7% | Added |
| Moors & Cabot, Inc. | 229,891 | $3.63M | 0.22% | +34,896+17.9% | Added |
| Caption Management, LLC | 215,400 | $3.41M | 0.21% | −29,300−12.0% | Reduced |
| Asset Management One Co.,Ltd. | 227,220 | $3.30M | 0.01% | +221,332+3,759.0% | Added |
| LGT Group Foundation | 205,521 | $3.25M | 0.08% | +205,521 | New |
| Knights of Columbus Asset Advisors LLC | 204,635 | $3.23M | 0.26% | +74,120+56.8% | Added |
| First American Trust, FSB | 199,921 | $3.16M | 0.43% | +199,921 | New |
| Anderson Hoagland & Co | 236,361 | $3.14M | 0.41% | +28,494+13.7% | Added |
| Patient Capital Management, LLC | 193,800 | $3.06M | 1.24% | +193,800 | New |