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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
Legal & General Group Plc1,024,993$16.2M0.00%+1,024,993New
UBS Asset Management Americas Inc1,089,003$17.2M0.01%+1,089,003New
Goldman Sachs Group Inc1,103,324$17.4M0.00%+993,644+905.9%Added
Longitude (Cayman) Ltd.1,167,000$18.4M15.06%+88,000+8.2%Added
Walleye Trading LLC1,236,890$19.6M0.32%+217,537+21.3%Added
Bank of New York Mellon Corp1,244,674$19.7M0.00%+96,648+8.4%Added
Sumitomo Mitsui Trust Holdings, Inc.1,255,263$19.8M0.01%+1,255,263New
Citigroup Inc1,267,803$20.0M0.02%+1,049,868+481.7%Added
Phoenix Holdings Ltd.1,296,000$20.5M0.35%−161,000−11.1%Reduced
HRT Financial LP1,318,656$20.8M0.12%+1,318,656New
Simplex Trading, LLC1,328,904$21.0M0.69%+956,226+256.6%Added
Russell Investments Group, Ltd.1,338,067$21.2M0.03%+566,730+73.5%Added
Wells Fargo & Company1,342,171$21.2M0.01%+542,875+67.9%Added
TD Asset Management Inc1,382,988$21.9M0.02%+665,944+92.9%Added
Royal Bank of Canada1,525,228$24.1M0.01%+1,009,075+195.5%Added
Millennium Management LLC1,549,732$24.5M0.03%+513,256+49.5%Added
Group One Trading, L.P.1,551,501$24.5M0.46%+630,873+68.5%Added
JPMorgan Chase & Co1,608,932$25.4M0.00%+889,102+123.5%Added
Mizuho Markets Americas LLC1,678,773$26.5M1.40%+1,298,773+341.8%Added
Northern Trust Corp1,899,144$30.0M0.00%+848,206+80.7%Added
BlueCrest Capital Management Ltd2,272,428$35.9M2.08%+2,252,438+11,267.8%Added
Miller Value Partners, LLC2,317,936$36.6M1.30%+18,247+0.8%Added
FMR LLC2,550,359$40.3M0.00%+50,019+2.0%Added
Deutsche Bank AG2,751,376$43.5M0.02%+2,624,020+2,060.4%Added
Citadel Advisors LLC3,098,783$49.0M0.05%−1,428,721−31.6%Reduced
Charles Schwab Investment Management Inc3,155,648$49.9M0.01%+345,699+12.3%Added
Amundi4,219,847$55.2M0.04%+2,305,151+120.4%Added
Bamco Inc3,696,819$58.4M0.12%+3,696,819New
Credit Suisse AG3,802,106$60.1M0.05%+2,063,694+118.7%Added
Accel Growth Fund V Associates L.L.C.4,104,459$64.9M27.40%00.0%Unchanged
Bank of Montreal4,313,940$68.8M0.04%+3,945,807+1,071.8%Added
Morgan Stanley4,490,077$71.0M0.01%+1,573,151+53.9%Added
Macquarie Group Ltd4,622,907$73.1M0.06%+3,097,907+203.1%Added
Jane Street Group, LLC4,632,216$73.2M0.14%+620,290+15.5%Added
Franklin Resources Inc5,154,276$81.5M0.03%+1,551,337+43.1%Added
State Street Corp5,929,036$93.7M0.00%+4,087,917+222.0%Added
Geode Capital Management, LLC6,031,801$95.2M0.01%+647,121+12.0%Added
Artisan Partners Limited Partnership6,932,206$109.6M0.13%+6,932,206New
Gpi Capital, L.P.7,870,941$124.4M16.33%−1,423,408−15.3%Reduced
Susquehanna International Group, LLP8,705,907$137.6M0.21%+1,229,903+16.5%Added
DCM International VI, Ltd.11,707,294$185.1M30.40%+11,707,294New
BlackRock Inc.22,261,616$352.0M0.01%+8,637,411+63.4%Added
Silver Lake Group, L.L.C.31,154,165$492.5M2.32%−7,361,378−19.1%Reduced
Price T Rowe Associates Inc35,272,640$557.7M0.05%−740,647−2.1%Reduced
Vanguard Group Inc53,386,070$844.0M0.02%+6,038,910+12.8%Added
Softbank Group Corp117,795,933$1.86B17.32%00.0%Unchanged
Castleview Partners, LLC3,162––+3,162New
Durable Capital Partners LP0$00.00%−3,597,334−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−817,486−100.0%Sold out
Sepio Capital, LP0$00.00%−710,112−100.0%Sold out
Pathway Capital Management, LP0$00.00%−682,178−100.0%Sold out
Laurion Capital Management LP0$00.00%−504,500−100.0%Sold out
Highbridge Capital Management LLC0$00.00%−428,300−100.0%Sold out
Serengeti Asset Management LP0$00.00%−350,000−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−350,000−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−291,694−100.0%Sold out
Soros Fund Management LLCSuperinvestorSoros Fund Management0$00.00%−177,500−100.0%Sold out
Moore Capital Management, LP0$00.00%−175,500−100.0%Sold out
State of Tennessee, Treasury Department0$00.00%−136,436−100.0%Sold out
Element Capital Management LLC0$00.00%−133,800−100.0%Sold out
Jasper Ridge Partners, L.P.0$00.00%−115,970−100.0%Sold out
Renaissance Technologies LLC0$00.00%−99,100−100.0%Sold out
Jump Financial, LLC0$00.00%−84,371−100.0%Sold out
Partners Group Holding AG0$00.00%−77,086−100.0%Sold out
Samson Rock Capital LLP0$00.00%−74,312−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−71,820−100.0%Sold out
Jupiter Asset Management Ltd0$00.00%−70,000−100.0%Sold out
Pentwater Capital Management LP0$00.00%−70,000−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−70,014−100.0%Sold out
Squarepoint Ops LLC0$00.00%−69,007−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−68,354−100.0%Sold out
Rational Advisors LLC0$00.00%−61,645−100.0%Sold out
Magnetar Financial LLC0$00.00%−57,104−100.0%Sold out
Boston Private Wealth LLC0$00.00%−46,694−100.0%Sold out
Sowell Financial Services LLC0$00.00%−45,058−100.0%Sold out
Crestline Management, LP0$00.00%−37,000−100.0%Sold out
Change Path, LLC0$00.00%−36,080−100.0%Sold out
Cypress Capital, LLC0$00.00%−31,831−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−29,845−100.0%Sold out
Shay Capital LLC0$00.00%−27,013−100.0%Sold out
Emfo, LLC0$00.00%−15,000−100.0%Sold out
Chicago Partners Investment Group LLC0$00.00%−10,040−100.0%Sold out
Dynamic Advisor Solutions LLC0$00.00%−12,746−100.0%Sold out
Man Group plc0$00.00%−10,539−100.0%Sold out
Parsons Capital Management Inc0$00.00%−10,000−100.0%Sold out
CenterStar Asset Management, LLC0$00.00%–Sold out
Gerber Kawasaki Wealth & Investment Management0$00.00%−2,060−100.0%Sold out
Herold Advisors, Inc.0$00.00%−2,000−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−1,542−100.0%Sold out
First Horizon Advisors, Inc.0$00.00%−1,025−100.0%Sold out
Cordasco Financial Network0$00.00%−1,000−100.0%Sold out
Brewin Dolphin Ltd0$00.00%−700−100.0%Sold out
Asset Dedication, LLC0$00.00%−630−100.0%Sold out
Hoey Investments, Inc0$00.00%−600−100.0%Sold out
Sterling Financial Planning, Inc.0$00.00%−600−100.0%Sold out
Evolution Wealth Advisors, LLC0$00.00%−500−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−454−100.0%Sold out
State of Wyoming0$00.00%−39−100.0%Sold out
Eaton Vance Management0$00.00%−1,000−100.0%Sold out