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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.

Institutional holdersQ4 2021: 447 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ4 2021: $6.70B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2021.

Institutions holding SOFI in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Heritage Wealth Advisors30$00.00%00.0%Unchanged
Ci Investments Inc.30$00.00%00.0%Unchanged
Charter Oak Capital Management, LLC20$00.00%00.0%Unchanged
Iron Horse Wealth Management, LLC4$00.00%00.0%Unchanged
Huntington National Bank1$00.00%+1New
Bedel Financial Consulting, Inc.10$00.00%+10New
Rinkey Investments2$00.00%+2New
Pflug Koory, LLC2$00.00%+2New
Koshinski Asset Management, Inc.50$7900.00%+50New
Kistler-Tiffany Companies, LLC80$1.00K0.00%−1,000−92.6%Reduced
Bell Investment Advisors, Inc33$1.00K0.00%−141−81.0%Reduced
JJJ Advisors Inc.50$1.00K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC50$1.00K0.00%00.0%Unchanged
Burleson & Company, LLC54$1.00K0.00%00.0%Unchanged
West Oak Capital, LLC60$1.00K0.00%+35+140.0%Added
Ellis Investment Partners, LLC100$1.00K0.00%+100New
Covestor Ltd47$1.00K0.00%+47New
Bivin & Associates, Inc.50$1.00K0.00%+50New
West Paces Advisors Inc.90$1.42K0.00%+20+28.6%Added
Trustcore Financial Services, LLC105$2.00K0.00%−500−82.6%Reduced
HM Payson & Co100$2.00K0.00%00.0%Unchanged
Enterprise Financial Services Corp100$2.00K0.00%00.0%Unchanged
Sierra Capital LLC110$2.00K0.00%00.0%Unchanged
Fifth Third Bancorp120$2.00K0.00%+120New
Cambridge Trust Co122$2.00K0.00%+122New
Plante Moran Financial Advisors, LLC105$2.00K0.00%+105New
Parkside Financial Bank & Trust150$2.00K0.00%+150New
Lowe Wealth Advisors, LLC100$2.00K0.00%+100New
Your Advocates Ltd., LLP100$2.00K0.00%+100New
TSFG, LLC100$2.00K0.00%+100New
SJS Investment Consulting Inc.134$2.00K0.00%+134New
Westside Investment Management, Inc.200$3.00K0.00%00.0%Unchanged
Delta Asset Management LLC175$3.00K0.00%+25+16.7%Added
Mark Sheptoff Financial Planning, LLC200$3.00K0.00%+50+33.3%Added
Bollard Group LLC200$3.00K0.00%+200New
Davidson Capital Management Inc.178$3.00K0.00%+178New
Concord Wealth Partners200$3.00K0.00%+200New
Tradition Wealth Management, LLC160$3.00K0.00%+160New
Proffitt & Goodson Inc275$4.00K0.00%+275New
SRS Capital Advisors, Inc.222$4.00K0.00%+222New
Capital Analysts, LLC240$4.00K0.00%+240New
Ahrens Investment Partners LLC230$4.00K0.00%+230New
Laurel Wealth Advisors LLC300$5.00K0.00%00.0%Unchanged
FourThought Financial, LLC345$5.00K0.00%+235+213.6%Added
Fortitude Advisory Group L.L.C.300$5.00K0.00%+300New
Peoples Financial Services Corp.400$6.00K0.00%00.0%Unchanged
Toth Financial Advisory Corp350$6.00K0.00%+350New
Comprehensive Financial Consultants Institutional, Inc.620$6.00K0.00%+620New
Massmutual Trust Co FSB464$7.00K0.00%00.0%Unchanged
Bogart Wealth, LLC458$7.00K0.00%+297+184.5%Added
Tortoise Investment Management, LLC500$8.00K0.00%00.0%Unchanged
Proequities, Inc.500$8.00K0.00%+500New
North Star Investment Management Corp.500$8.00K0.00%+500New
Dixon Hughes Goodman Wealth Advisors LLC600$9.00K0.00%+600New
Private Capital Group, LLC600$10.0K0.00%+132+28.2%Added
Sculptor Capital LP619$10.0K0.00%+619New
Blue Bell Private Wealth Management, LLC700$11.0K0.00%+700New
Salem Investment Counselors Inc730$12.0K0.00%+180+32.7%Added
Larson Financial Group LLC760$12.0K0.00%+295+63.4%Added
Corbenic Partners LLC800$13.0K0.00%+250+45.5%Added
Manchester Capital Management LLC830$13.0K0.00%+830New
Reilly Financial Advisors, LLC855$14.0K0.00%+108+14.5%Added
Pin Oak Investment Advisors Inc900$14.0K0.01%+400+80.0%Added
Stephens Consulting, LLC1,000$15.8K0.01%+1,000New
US Bancorp1,015$16.0K0.00%+15+1.5%Added
TCI Wealth Advisors, Inc.1,019$16.0K0.00%+400+64.6%Added
Parallel Advisors, LLC1,279$20.0K0.00%−521−28.9%Reduced
NewSquare Capital LLC1,300$21.0K0.00%00.0%Unchanged
Rosenberg Matthew Hamilton1,350$21.0K0.01%00.0%Unchanged
FSC Wealth Advisors, LLC1,300$21.0K0.01%+1,300New
Patriot Financial Group Insurance Agency, LLC1,406$22.0K0.00%−569−28.8%Reduced
Evermay Wealth Management LLC1,375$22.0K0.00%+1,375New
SOA Wealth Advisors, LLC.1,500$23.0K0.01%−450−23.1%Reduced
Optimum Investment Advisors1,475$23.0K0.01%+380+34.7%Added
CWM, LLC1,478$23.0K0.00%+1,478New
Mine & Arao Wealth Creation & Management, LLC.1,520$24.0K0.01%−440−22.4%Reduced
Benjamin F. Edwards & Company, Inc.1,500$24.0K0.00%+500+50.0%Added
Focused Wealth Management, Inc1,600$25.0K0.00%+450+39.1%Added
Amplius Wealth Advisors, LLC2,020$31.0K0.00%+2,020New
Clearstead Advisors, LLC2,240$35.0K0.00%00.0%Unchanged
Industrial Alliance Investment Management Inc.2,185$35.0K0.00%+2,185New
Wagner Wealth Management, LLC2,273$36.0K0.03%00.0%Unchanged
Baldwin Brothers Inc2,250$36.0K0.00%+750+50.0%Added
Coastal Capital Group, Inc.2,319$37.0K0.01%+1,041+81.5%Added
AdvisorNet Financial, Inc2,370$37.0K0.00%+1,470+163.3%Added
Edge Wealth Management LLC2,420$38.0K0.01%−2,000−45.2%Reduced
Hantz Financial Services, Inc.2,500$40.0K0.00%+1,500+150.0%Added
Storebrand Asset Management AS2,995$47.4K0.00%+2,995New
Ancora Advisors, LLC3,100$49.0K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC3,150$50.0K0.01%+2,150+215.0%Added
NVWM, LLC3,322$53.0K0.02%+1,787+116.4%Added
IFP Advisors, Inc2,982$53.0K0.00%+1,968+194.1%Added
Evoke Wealth, LLC3,500$55.0K0.00%00.0%Unchanged
Future Financial Wealth Managment LLC3,510$55.0K0.04%+3,510New
Tower Research Capital LLC (TRC)3,540$56.0K0.00%−9,262−72.3%Reduced
Albion Financial Group4,241$67.0K0.01%00.0%Unchanged
Pacer Advisors, Inc.4,241$67.0K0.00%+4,241New
Psagot Value Holdings Ltd. / (Israel)4,500$71.0K0.01%+4,500New
Cornerstone Advisory, LLC4,985$79.0K0.01%+4,985New
FNY Investment Advisers, LLC5,000$79.0K0.04%+5,000New