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 |
|---|---|---|---|---|---|
| Nomura Asset Management Co Ltd | 99,400 | $1.57M | 0.01% | +99,400 | New |
| XR Securities LLC | 99,415 | $1.57M | 0.18% | +87,903+763.6% | Added |
| Teacher Retirement System of Texas | 99,629 | $1.57M | 0.01% | +99,629 | New |
| Vontobel Holding Ltd. | 99,319 | $1.58M | 0.01% | +99,319 | New |
| Toronto Dominion Bank | 101,863 | $1.61M | 0.00% | +101,863 | New |
| Pegasus Asset Management, Inc. | 103,641 | $1.64M | 0.67% | +103,641 | New |
| HighTower Advisors, LLC | 107,023 | $1.69M | 0.00% | +16,886+18.7% | Added |
| Vigilare Wealth Management | 107,528 | $1.70M | 1.00% | +6,593+6.5% | Added |
| Stansberry Asset Management, LLC | 111,281 | $1.76M | 0.33% | +65,627+143.7% | Added |
| Parametric Portfolio Associates LLC | 112,604 | $1.78M | 0.00% | +112,604 | New |
| DFPG Investments, LLC | 120,391 | $1.81M | 0.75% | −76,544−38.9% | Reduced |
| Central Trust Co | 114,344 | $1.81M | 0.05% | +19,851+21.0% | Added |
| Seven Eight Capital, LP | 114,451 | $1.81M | 0.32% | +40,217+54.2% | Added |
| TownSquare Capital, LLC | 115,279 | $1.82M | 0.05% | −81,453−41.4% | Reduced |
| Cinctive Capital Management LP | 119,391 | $1.89M | 0.09% | +119,391 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 119,494 | $1.89M | 0.01% | +119,494 | New |
| Forsta Ap-Fonden | 120,100 | $1.90M | 0.02% | +120,100 | New |
| Great West Life Assurance Co | 122,570 | $1.93M | 0.00% | +122,570 | New |
| Catalyst Capital Advisors LLC | 122,480 | $1.94M | 0.09% | −9,520−7.2% | Reduced |
| Private Advisor Group, LLC | 126,563 | $2.00M | 0.02% | −27,245−17.7% | Reduced |
| Skaana Management L.P. | 128,875 | $2.04M | 0.38% | +128,875 | New |
| Triumph Capital Management | 129,316 | $2.04M | 0.89% | +35,045+37.2% | Added |
| Fulcrum Capital LLC | 129,636 | $2.05M | 0.44% | +16,527+14.6% | Added |
| L & S Advisors Inc | 129,968 | $2.06M | 0.22% | +33,583+34.8% | Added |
| Parallax Volatility Advisers, L.P. | 130,382 | $2.06M | 0.03% | +130,382 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 130,600 | $2.06M | 0.00% | +130,600 | New |
| Newbridge Financial Services Group, Inc. | 131,452 | $2.08M | 0.98% | +95,927+270.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136,341 | $2.14M | 0.01% | +136,341 | New |
| Korea Investment CORP | 135,500 | $2.14M | 0.01% | +135,500 | New |
| HSBC Holdings PLC | 135,861 | $2.15M | 0.00% | +30,775+29.3% | Added |
| Arizona State Retirement System | 140,638 | $2.22M | 0.02% | +140,638 | New |
| Federation des caisses Desjardins du Quebec | 144,580 | $2.29M | 0.02% | +13,568+10.4% | Added |
| Colony Group LLC | 145,955 | $2.31M | 0.04% | +145,955 | New |
| Oppenheimer & Co Inc | 150,597 | $2.38M | 0.04% | +31,281+26.2% | Added |
| Aigen Investment Management, LP | 169,174 | $2.56M | 0.16% | +169,174 | New |
| Pictet Asset Management SA | 165,780 | $2.62M | 0.00% | +165,780 | New |
| Vantis Investment Advisers L.P. | 167,100 | $2.64M | 2.74% | +35,500+27.0% | Added |
| Stifel Financial Corp | 167,839 | $2.65M | 0.00% | +76,405+83.6% | Added |
| Reynders McVeigh Capital Management, LLC | 169,209 | $2.67M | 0.15% | +169,209 | New |
| CWA Asset Management Group, LLC | 172,973 | $2.73M | 0.20% | +172,973 | New |
| AtonRa Partners | 173,340 | $2.74M | 0.95% | +31,198+21.9% | Added |
| SG Americas Securities, LLC | 175,637 | $2.78M | 0.02% | +175,637 | New |
| Hennessy Advisors Inc | 180,500 | $2.85M | 0.16% | +60,500+50.4% | Added |
| Joel Isaacson & Co., LLC | 183,789 | $2.91M | 0.20% | +80,356+77.7% | Added |
| Pathstone Family Office, LLC | 184,560 | $2.92M | 0.07% | −10.0% | Reduced |
| Waverton Investment Management Ltd | 189,836 | $3.00M | 0.10% | +189,836 | New |
| Patient Capital Management, LLC | 193,800 | $3.06M | 1.24% | +193,800 | New |
| Anderson Hoagland & Co | 236,361 | $3.14M | 0.41% | +28,494+13.7% | Added |
| First American Trust, FSB | 199,921 | $3.16M | 0.43% | +199,921 | New |
| Knights of Columbus Asset Advisors LLC | 204,635 | $3.23M | 0.26% | +74,120+56.8% | Added |
| LGT Group Foundation | 205,521 | $3.25M | 0.08% | +205,521 | New |
| Asset Management One Co.,Ltd. | 227,220 | $3.30M | 0.01% | +221,332+3,759.0% | Added |
| Caption Management, LLC | 215,400 | $3.41M | 0.21% | −29,300−12.0% | Reduced |
| Moors & Cabot, Inc. | 229,891 | $3.63M | 0.22% | +34,896+17.9% | Added |
| Bridgecreek Investment Management, LLC | 233,750 | $3.70M | 0.50% | +210,250+894.7% | Added |
| BIT Capital GmbH | 238,185 | $3.77M | 0.29% | +37,205+18.5% | Added |
| Hartline Investment Corp | 238,639 | $3.77M | 0.52% | −250,710−51.2% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 238,981 | $3.78M | 0.31% | +223,441+1,437.8% | Added |
| Belmont Capital, LLC | 242,350 | $3.83M | 3.00% | −150,000−38.2% | Reduced |
| HAP Trading, LLC | 243,568 | $3.85M | 0.27% | +173,816+249.2% | Added |
| Venator Capital Management Ltd. | 250,000 | $3.95M | 2.48% | +250,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 254,939 | $4.03M | 0.01% | +254,939 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 259,995 | $4.11M | 0.04% | +259,995 | New |
| Parkside Investments, LLC | 275,725 | $4.36M | 0.84% | +240,725+687.8% | Added |
| TD Waterhouse Canada Inc. | 243,567 | $4.37M | 0.04% | +243,567 | New |
| Clear Street Markets LLC | 288,900 | $4.57M | 0.41% | +3,000+1.0% | Added |
| Interval Partners, LP | 290,467 | $4.59M | 0.31% | +290,467 | New |
| CAPROCK Group, Inc. | 295,207 | $4.67M | 0.38% | +225,579+324.0% | 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 |
| MML Investors Services, LLC | 314,358 | $4.97M | 0.04% | +33,183+11.8% | Added |
| Jefferies Group LLC | 318,300 | $5.03M | 0.09% | +318,300 | New |
| State of New Jersey Common Pension Fund D | 318,379 | $5.03M | 0.01% | +318,379 | New |
| Advisor Group Holdings, Inc. | 336,556 | $5.32M | 0.01% | +108,568+47.6% | Added |
| State of Wisconsin Investment Board | 339,884 | $5.37M | 0.01% | +339,884 | New |
| SEI Investments Co | 352,712 | $5.58M | 0.01% | +352,712 | New |
| First Republic Investment Management, Inc. | 364,366 | $5.76M | 0.01% | −30,636−7.8% | Reduced |
| LPL Financial LLC | 369,551 | $5.84M | 0.00% | +210,003+131.6% | Added |
| Riverpark Capital Management LLC | 384,132 | $6.07M | 2.19% | +147,895+62.6% | Added |
| Ameriprise Financial Inc | 386,924 | $6.10M | 0.00% | +91,943+31.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 406,266 | $6.42M | 0.03% | +74,517+22.5% | Added |
| Bluefin Capital Management, LLC | 425,867 | $6.73M | 0.53% | +180,948+73.9% | Added |
| Acorn Financial Advisory Services Inc | 430,331 | $6.80M | 1.36% | +403,803+1,522.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 439,455 | $6.95M | 0.01% | +134,237+44.0% | Added |
| Summit Trail Advisors, LLC | 460,434 | $7.28M | 0.47% | +3,307+0.7% | Added |
| Cutler Group LP | 481,704 | $7.62M | 0.52% | +89,842+22.9% | Added |
| Commonwealth Equity Services, LLC | 498,046 | $7.87M | 0.02% | +155,020+45.2% | Added |
| Gillson Capital LP | 502,002 | $7.94M | 0.52% | +108,732+27.6% | Added |
| Bank of America Corp | 569,510 | $9.00M | 0.00% | +490,547+621.2% | Added |
| Alliancebernstein L.P. | 626,988 | $9.91M | 0.00% | +626,988 | New |
| LifePro Asset Management | 647,030 | $10.2M | 3.03% | +647,030 | New |
| California State Teachers Retirement System | 659,378 | $10.4M | 0.01% | +637,762+2,950.4% | Added |
| Philadelphia Trust Co | 661,775 | $10.5M | 0.76% | +129,490+24.3% | Added |
| Creative Planning | 720,723 | $11.4M | 0.02% | +88,222+13.9% | Added |
| PEAK6 Investments LLC | 758,424 | $12.0M | 0.34% | −243,104−24.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 772,100 | $12.2M | 0.12% | +573,251+288.3% | Added |
| Raymond James & Associates | 772,901 | $12.2M | 0.01% | +189,030+32.4% | Added |
| Putnam Investments LLC | 775,921 | $12.3M | 0.02% | +775,921 | New |
| RiverPark Advisors, LLC | 781,702 | $12.4M | 1.49% | +173,665+28.6% | Added |
| UBS Group AG | 998,226 | $15.8M | 0.01% | +568,682+132.4% | Added |