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 |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 5,169 | $82.0K | 0.01% | +1,253+32.0% | Added |
| High Net Worth Advisory Group LLC | 5,500 | $87.0K | 0.03% | +5,500 | New |
| Exchange Traded Concepts, LLC | 5,892 | $93.0K | 0.00% | +5,892 | New |
| CoreCap Advisors, LLC | 5,875 | $93.0K | 0.01% | +5,875 | New |
| Vestcor Inc | 6,376 | $101.0K | 0.00% | +6,376 | New |
| Swedbank AB | 6,744 | $107.6K | 0.00% | +6,744 | New |
| Exos Asset Management LLC | 8,802 | $139.0K | 0.07% | −5,330−37.7% | Reduced |
| Belpointe Asset Management LLC | 9,406 | $149.0K | 0.01% | −6,544−41.0% | Reduced |
| Signaturefd, LLC | 9,429 | $149.0K | 0.00% | −4,900−34.2% | Reduced |
| Hexagon Capital Partners LLC | 9,920 | $157.0K | 0.04% | +5,220+111.1% | Added |
| SkyView Investment Advisors, LLC | 10,000 | $158.0K | 0.04% | +10,000 | New |
| Newman Dignan & Sheerar, Inc. | 10,148 | $160.0K | 0.05% | +10,148 | New |
| Lindbrook Capital, LLC | 10,476 | $166.0K | 0.03% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 10,500 | $166.0K | 0.10% | +500+5.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,529 | $166.0K | 0.02% | +10,529 | New |
| Inspire Advisors, LLC | 10,525 | $166.0K | 0.05% | +10,525 | New |
| Fortis Advisors, LLC | 10,600 | $168.0K | 0.10% | +10,600 | New |
| Means Investment Co., Inc. | 10,660 | $169.0K | 0.03% | +10,660 | New |
| J.W. Cole Advisors, Inc. | 10,900 | $172.0K | 0.01% | +10,900 | New |
| Evercore Wealth Management, LLC | 10,849 | $172.0K | 0.00% | +10,849 | New |
| Archford Capital Strategies, LLC | 11,030 | $174.0K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,012 | $174.0K | 0.00% | +11,012 | New |
| KMG Fiduciary Partners, LLC | 11,094 | $175.0K | 0.03% | −1,290−10.4% | Reduced |
| PSI Advisors, LLC | 11,085 | $175.0K | 0.07% | +2,590+30.5% | Added |
| Fiduciary Trust Co | 11,176 | $177.0K | 0.00% | +11,176 | New |
| Global Wealth Management Investment Advisory, Inc. | 11,323 | $179.0K | 0.05% | +3,697+48.5% | Added |
| Fairfield, Bush & Co. | 11,300 | $179.0K | 0.09% | +11,300 | New |
| Visionary Wealth Advisors | 11,358 | $180.0K | 0.01% | +11,358 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,500 | $182.0K | 0.04% | +11,500 | New |
| Traynor Capital Management, Inc. | 11,953 | $188.0K | 0.02% | +11,953 | New |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $189.0K | 0.00% | +11,849 | New |
| J. Goldman & Co LP | 12,022 | $190.0K | 0.02% | +12,022 | New |
| Cerity Partners LLC | 12,095 | $191.0K | 0.00% | +12,095 | New |
| 180 Wealth Advisors, LLC | 13,850 | $192.0K | 0.04% | −1,450−9.5% | Reduced |
| The PNC Financial Services Group, Inc. | 12,373 | $196.0K | 0.00% | +625+5.3% | Added |
| Principal Financial Group Inc | 12,526 | $198.0K | 0.00% | +12,526 | New |
| Foresight Wealth Management, LLC | 12,497 | $198.0K | 0.08% | +12,497 | New |
| Carroll Financial Associates, Inc. | 12,964 | $199.0K | 0.01% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 12,633 | $200.0K | 0.01% | +12,633 | New |
| Well Done, LLC | 12,705 | $201.0K | 0.04% | +12,705 | New |
| Tuttle Tactical Management | 12,901 | $204.0K | 0.31% | +759+6.3% | Added |
| Proficio Capital Partners LLC | 12,949 | $205.0K | 0.03% | 00.0% | Unchanged |
| Gofen & Glossberg LLC | 13,000 | $206.0K | 0.00% | −75−0.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 13,000 | $206.0K | 0.16% | +13,000 | New |
| Coastal Investment Advisors, Inc. | 13,265 | $210.0K | 0.05% | +381+3.0% | Added |
| Exane Derivatives | 13,326 | $210.7K | 0.05% | +13,326 | New |
| Equitable Holdings, Inc. | 13,470 | $213.0K | 0.00% | +13,470 | New |
| U.S. Capital Wealth Advisors, LLC | 14,027 | $222.0K | 0.01% | +14,027 | New |
| Virtu Financial LLC | 14,269 | $226.0K | 0.02% | −405,551−96.6% | Reduced |
| Centiva Capital, LP | 14,557 | $230.0K | 0.01% | −17,123−54.0% | Reduced |
| Hudock, Inc. | 14,603 | $230.0K | 0.06% | +2,880+24.6% | Added |
| Crewe Advisors LLC | 14,534 | $230.0K | 0.05% | +14,034+2,806.8% | Added |
| C2C Wealth Management, LLC | 14,675 | $232.0K | 0.03% | +14,675 | New |
| Zullo Investment Group, Inc. | 14,800 | $234.0K | 0.12% | +14,800 | New |
| Mercer Global Advisors Inc | 14,917 | $236.0K | 0.00% | −9,164−38.1% | Reduced |
| Columbia Asset Management | 14,980 | $237.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,216 | $241.0K | 0.00% | +12,829+537.5% | Added |
| Aspiriant, LLC | 15,633 | $247.0K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 16,205 | $256.0K | 0.00% | −8,391−34.1% | Reduced |
| Transcend Wealth Collective, LLC | 16,675 | $264.0K | 0.02% | +1,350+8.8% | Added |
| Vivaldi Capital Management, LLC | 16,859 | $267.0K | 0.06% | −4,000−19.2% | Reduced |
| Sigma Planning Corp | 17,415 | $275.0K | 0.01% | +2,722+18.5% | Added |
| Oxinas Partners Wealth Management LLC | 17,633 | $279.0K | 0.16% | +100+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 17,878 | $283.0K | 0.00% | −731−3.9% | Reduced |
| Guggenheim Capital LLC | 18,169 | $287.0K | 0.00% | +18,169 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 18,200 | $288.0K | 0.00% | −10.0% | Reduced |
| Illinois Municipal Retirement Fund | 18,403 | $291.0K | 0.01% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 18,490 | $292.0K | 0.18% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 18,451 | $292.0K | 0.02% | +8,100+78.3% | Added |
| DekaBank Deutsche Girozentrale | 19,892 | $293.0K | 0.00% | +19,892 | New |
| Winton Group Ltd | 19,304 | $305.0K | 0.02% | +19,304 | New |
| KRS Capital Management, LLC | 19,315 | $305.0K | 0.26% | +19,315 | New |
| Amussen Hunsaker Associates LLC | 20,678 | $309.0K | 0.07% | +20,678 | New |
| Great Valley Advisor Group, Inc. | 19,684 | $311.0K | 0.02% | +1,252+6.8% | Added |
| International Assets Investment Management, LLC | 19,750 | $312.0K | 0.05% | +19,750 | New |
| Benedetti & Gucer, Inc. | 19,765 | $312.0K | 0.21% | +19,765 | New |
| Silicon Hills Wealth Management, LLC | 19,792 | $313.0K | 0.19% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 19,799 | $313.0K | 0.00% | +19,799 | New |
| APG Asset Management N.V. | 22,583 | $314.0K | 0.00% | +22,583 | New |
| Stockman Wealth Management, Inc. | 20,000 | $316.0K | 0.06% | +2,576+14.8% | Added |
| Alpine Global Management, LLC | 20,000 | $316.0K | 0.05% | +20,000 | New |
| Nkcfo LLC | 20,000 | $316.0K | 0.10% | +20,000 | New |
| Enlightenment Research, LLC | 20,300 | $321.0K | 0.46% | +10,300+103.0% | Added |
| Kovack Advisors, Inc. | 20,791 | $329.0K | 0.03% | +1,909+10.1% | Added |
| Laidlaw Wealth Management LLC | 20,850 | $330.0K | 0.05% | +20,850 | New |
| Garde Capital, Inc. | 21,011 | $332.0K | 0.03% | −3,963−15.9% | Reduced |
| Resolute Partners Group | 21,540 | $341.0K | 0.01% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 21,790 | $344.0K | 0.12% | +21,790 | New |
| Oak Harbor Wealth Partners, LLC | 21,800 | $345.0K | 0.12% | +21,800 | New |
| AE Wealth Management LLC | 22,464 | $355.0K | 0.00% | +2,748+13.9% | Added |
| Stock Yards Bank & Trust Co | 22,500 | $356.0K | 0.02% | +22,500 | New |
| Prospera Financial Services Inc | 22,685 | $359.0K | 0.02% | +22,685 | New |
| Orion Portfolio Solutions, LLC | 22,744 | $360.0K | 0.01% | +2,094+10.1% | Added |
| Griffin Asset Management, Inc. | 23,885 | $378.0K | 0.05% | +2,623+12.3% | Added |
| Snowden Capital Advisors LLC | 23,984 | $379.0K | 0.02% | +3,787+18.8% | Added |
| Robeco Institutional Asset Management B.V. | 24,179 | $382.0K | 0.00% | +24,179 | New |
| Caliber Wealth Management, LLC | 29,392 | $388.0K | 0.27% | +29,392 | New |
| Allianz Asset Management GmbH | 24,824 | $393.0K | 0.00% | +24,824 | New |
| Wealth Effects LLC | 25,165 | $398.0K | 0.17% | +25,165 | New |
| Alpha Paradigm Partners, LLC | 25,387 | $401.0K | 0.16% | −12,035−32.2% | Reduced |