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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 25,882 | $409.0K | 0.02% | +10,290+66.0% | Added |
| Lazard Asset Management LLC | 25,943 | $410.0K | 0.00% | +25,943 | New |
| Nomura Holdings Inc | 26,179 | $414.0K | 0.00% | +26,179 | New |
| Mariner, LLC | 26,783 | $423.0K | 0.00% | +26,783 | New |
| Bulltick Wealth Management, LLC | 27,051 | $427.7K | 0.09% | −96−0.4% | Reduced |
| MMBG Investment Advisors Co. | 27,150 | $429.0K | 0.04% | +27,150 | New |
| Gladstone Institutional Advisory LLC | 27,336 | $432.0K | 0.03% | −4,375−13.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 27,710 | $439.0K | 0.00% | +6,147+28.5% | Added |
| Banque Cantonale Vaudoise | 28,666 | $455.0K | 0.02% | +25,548+819.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,012 | $458.0K | 0.01% | +29,012 | New |
| SG3 Management, LLC | 29,000 | $458.0K | 0.05% | +29,000 | New |
| GWM Advisors LLC | 29,258 | $463.0K | 0.01% | −2,798−8.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 29,299 | $463.0K | 0.10% | +2,063+7.6% | Added |
| Harbour Capital Advisors, LLC | 29,600 | $468.0K | 0.12% | +17,775+150.3% | Added |
| Stratos Wealth Partners, LTD. | 29,633 | $468.0K | 0.01% | +29,633 | New |
| Cresset Asset Management, LLC | 29,888 | $473.0K | 0.00% | +15,888+113.5% | Added |
| First National Trust Co | 30,000 | $474.0K | 0.02% | +30,000 | New |
| National Bank of Canada | 30,131 | $477.0K | 0.00% | +30,131 | New |
| Biltmore Capital Advisors LLC | 30,210 | $478.0K | 0.08% | +30,210 | New |
| Davenport & Co LLC | 30,340 | $480.0K | 0.00% | +600+2.0% | Added |
| V Wealth Advisors LLC | 30,370 | $480.0K | 0.07% | +30,370 | New |
| Point Break Capital Management, LLC | 30,540 | $483.0K | 0.04% | +30,540 | New |
| Moseley Investment Management Inc | 30,877 | $488.0K | 0.22% | +30,877 | New |
| Wolff Wiese Magana LLC | 30,877 | $488.0K | 0.32% | +30,877 | New |
| Resources Investment Advisors, LLC. | 32,647 | $516.0K | 0.02% | +1,994+6.5% | Added |
| Prelude Capital Management, LLC | 32,991 | $522.0K | 0.03% | −5,360−14.0% | Reduced |
| Valeo Financial Advisors, LLC | 33,349 | $527.0K | 0.03% | +11,971+56.0% | Added |
| Strategic Wealth Advisors Group, LLC | 34,273 | $537.0K | 0.03% | −2,919−7.8% | Reduced |
| Fred Alger Management, LLC | 33,960 | $537.0K | 0.00% | +33,960 | New |
| Penserra Capital Management LLC | 35,595 | $561.0K | 0.01% | −16,276−31.4% | Reduced |
| Highlander Capital Management, LLC | 35,500 | $561.0K | 0.26% | +25,000+238.1% | Added |
| Westpac Banking Corp | 38,246 | $604.7K | 0.01% | +38,246 | New |
| Independent Financial Group, LLC | 38,315 | $605.8K | 0.05% | +16,128+72.7% | Added |
| Nordea Investment Management AB | 37,596 | $610.0K | 0.00% | +37,596 | New |
| Elo Mutual Pension Insurance Co | 38,969 | $616.0K | 0.02% | +38,969 | New |
| Cetera Investment Advisers | 39,562 | $625.0K | 0.01% | +21,105+114.3% | Added |
| DuPont Capital Management Corp | 42,458 | $671.0K | 0.02% | +42,458 | New |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $673.0K | 0.51% | 00.0% | Unchanged |
| Sciencast Management LP | 45,600 | $673.0K | 0.12% | +45,600 | New |
| Insight Advisors, LLC | 42,888 | $678.0K | 0.20% | +17,065+66.1% | Added |
| Prana Capital Management, LP | 43,439 | $687.0K | 0.05% | +43,439 | New |
| Daiwa Securities Group Inc. | 43,990 | $696.0K | 0.00% | −256,010−85.3% | Reduced |
| KBC Group NV | 45,893 | $726.0K | 0.00% | +45,893 | New |
| Rockefeller Capital Management L.P. | 46,047 | $728.0K | 0.00% | +21,797+89.9% | Added |
| NewEdge Wealth, LLC | 47,000 | $743.0K | 0.03% | +47,000 | New |
| Envestnet Asset Management Inc | 49,370 | $781.0K | 0.00% | +25,852+109.9% | Added |
| American Portfolios Advisors | 49,626 | $784.6K | 0.03% | +11,523+30.2% | Added |
| Advisory Research Inc | 49,819 | $788.0K | 0.06% | +49,819 | New |
| CIBC World Markets Inc. | 52,311 | $827.0K | 0.00% | +30,006+134.5% | Added |
| Firethorn Wealth Partners, LLC | 52,388 | $828.0K | 0.62% | +52,388 | New |
| Mirae Asset Global Investments Co., Ltd. | 52,844 | $835.0K | 0.00% | +52,844 | New |
| National Asset Management, Inc. | 53,045 | $839.0K | 0.02% | −3,765−6.6% | Reduced |
| Janus Henderson Group PLC | 53,111 | $839.0K | 0.00% | +53,111 | New |
| DnB Asset Management AS | 53,428 | $844.7K | 0.00% | +53,428 | New |
| Doheny Asset Management | 54,159 | $856.0K | 0.60% | +54,159 | New |
| Brown Advisory Inc | 54,419 | $860.0K | 0.00% | −19,872−26.7% | Reduced |
| Financial Architects, Inc | 55,000 | $870.0K | 0.12% | 00.0% | Unchanged |
| Lincoln National Corp | 55,114 | $871.0K | 0.02% | +20,392+58.7% | Added |
| Nissay Asset Management Corp | 55,448 | $877.0K | 0.01% | +55,448 | New |
| Consolidated Investment Group LLC | 55,500 | $877.0K | 0.14% | +55,500 | New |
| ProShare Advisors LLC | 55,507 | $878.0K | 0.00% | +55,507 | New |
| Kestra Advisory Services, LLC | 55,580 | $879.0K | 0.01% | +42,075+311.6% | Added |
| Total Clarity Wealth Management, Inc. | 56,490 | $893.0K | 0.41% | +53,690+1,917.5% | Added |
| JustInvest LLC | 57,135 | $903.0K | 0.05% | +24,832+76.9% | Added |
| IFM Investors Pty Ltd | 59,243 | $937.0K | 0.02% | +59,243 | New |
| San Luis Wealth Advisors LLC | 60,004 | $949.0K | 0.97% | −50−0.1% | Reduced |
| AlphaStar Capital Management, LLC | 62,262 | $950.0K | 0.08% | +21,524+52.8% | Added |
| B. Riley Wealth Management, Inc. | 60,255 | $953.0K | 0.07% | −45,818−43.2% | Reduced |
| Venture Visionary Partners LLC | 61,072 | $965.0K | 0.06% | +19,515+47.0% | Added |
| Asset Management Corp | 61,079 | $966.0K | 0.56% | +6,000+10.9% | Added |
| Finivi Inc. | 61,439 | $971.4K | 1.03% | +61,439 | New |
| Aldebaran Financial Inc. | 62,221 | $984.0K | 0.77% | +43,221+227.5% | Added |
| Marathon Trading Investment Management LLC | 62,414 | $987.0K | 0.41% | −56,700−47.6% | Reduced |
| Advisory Services Network, LLC | 63,923 | $1.01M | 0.03% | +40,911+177.8% | Added |
| CSS LLC | 64,111 | $1.01M | 0.04% | +64,111 | New |
| Truist Financial Corp | 66,382 | $1.05M | 0.00% | +17,602+36.1% | Added |
| Sandy Spring Bank | 67,391 | $1.07M | 0.05% | +46,911+229.1% | Added |
| Cetera Advisor Networks LLC | 69,038 | $1.09M | 0.01% | +28,106+68.7% | Added |
| Kestra Private Wealth Services, LLC | 69,986 | $1.11M | 0.05% | −20,150−22.4% | Reduced |
| Paloma Partners Management Co | 70,340 | $1.11M | 0.04% | +70,340 | New |
| Ensign Peak Advisors, Inc | 71,425 | $1.13M | 0.00% | +71,425 | New |
| Allstate Corp | 72,751 | $1.15M | 0.02% | +72,751 | New |
| CIBC Private Wealth Group, LLC | 74,264 | $1.18M | 0.00% | −22,570−23.3% | Reduced |
| Avestar Capital, LLC | 74,718 | $1.18M | 0.22% | −8,952−10.7% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $1.18M | 0.31% | 00.0% | Unchanged |
| MSD Partners, L.P. | 75,000 | $1.19M | 0.01% | +75,000 | New |
| Odey Asset Management Group Ltd | 75,000 | $1.19M | 0.35% | −95,000−55.9% | Reduced |
| Cetera Advisors LLC | 76,008 | $1.20M | 0.02% | +26,555+53.7% | Added |
| Emerald Mutual Fund Advisers Trust | 78,747 | $1.25M | 0.04% | +62,450+383.2% | Added |
| Matisse Capital | 79,443 | $1.26M | 0.87% | +79,443 | New |
| Public Employees Retirement Association of Colorado | 81,739 | $1.29M | 0.01% | +81,739 | New |
| Bayesian Capital Management, LP | 87,500 | $1.38M | 0.44% | +87,500 | New |
| Wolverine Trading, LLC | 87,335 | $1.39M | 0.02% | −127,428−59.3% | Reduced |
| IMC-Chicago, LLC | 89,510 | $1.42M | 0.06% | −52,846−37.1% | Reduced |
| British Columbia Investment Management Corp | 90,673 | $1.43M | 0.01% | +90,673 | New |
| Invesco Ltd. | 91,767 | $1.45M | 0.00% | +91,767 | New |
| Janney Montgomery Scott LLC | 94,013 | $1.49M | 0.01% | +62,641+199.7% | Added |
| Convergence Financial, LLC | 94,000 | $1.49M | 1.54% | +94,000 | New |
| Natixis | 96,589 | $1.53M | 0.01% | +12,372+14.7% | Added |
| RMB Capital Management, LLC | 99,140 | $1.57M | 0.05% | +99,140 | New |