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 |
|---|---|---|---|---|---|
| Waverton Investment Management Ltd | 189,836 | $3.00M | 0.10% | +189,836 | New |
| Pathstone Family Office, LLC | 184,560 | $2.92M | 0.07% | −10.0% | Reduced |
| Joel Isaacson & Co., LLC | 183,789 | $2.91M | 0.20% | +80,356+77.7% | Added |
| Hennessy Advisors Inc | 180,500 | $2.85M | 0.16% | +60,500+50.4% | Added |
| SG Americas Securities, LLC | 175,637 | $2.78M | 0.02% | +175,637 | New |
| AtonRa Partners | 173,340 | $2.74M | 0.95% | +31,198+21.9% | Added |
| CWA Asset Management Group, LLC | 172,973 | $2.73M | 0.20% | +172,973 | New |
| Reynders McVeigh Capital Management, LLC | 169,209 | $2.67M | 0.15% | +169,209 | New |
| Stifel Financial Corp | 167,839 | $2.65M | 0.00% | +76,405+83.6% | Added |
| Vantis Investment Advisers L.P. | 167,100 | $2.64M | 2.74% | +35,500+27.0% | Added |
| Pictet Asset Management SA | 165,780 | $2.62M | 0.00% | +165,780 | New |
| Aigen Investment Management, LP | 169,174 | $2.56M | 0.16% | +169,174 | New |
| Oppenheimer & Co Inc | 150,597 | $2.38M | 0.04% | +31,281+26.2% | Added |
| Colony Group LLC | 145,955 | $2.31M | 0.04% | +145,955 | New |
| Federation des caisses Desjardins du Quebec | 144,580 | $2.29M | 0.02% | +13,568+10.4% | Added |
| Arizona State Retirement System | 140,638 | $2.22M | 0.02% | +140,638 | New |
| HSBC Holdings PLC | 135,861 | $2.15M | 0.00% | +30,775+29.3% | Added |
| Korea Investment CORP | 135,500 | $2.14M | 0.01% | +135,500 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136,341 | $2.14M | 0.01% | +136,341 | New |
| Newbridge Financial Services Group, Inc. | 131,452 | $2.08M | 0.98% | +95,927+270.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 130,600 | $2.06M | 0.00% | +130,600 | New |
| Parallax Volatility Advisers, L.P. | 130,382 | $2.06M | 0.03% | +130,382 | New |
| L & S Advisors Inc | 129,968 | $2.06M | 0.22% | +33,583+34.8% | Added |
| Fulcrum Capital LLC | 129,636 | $2.05M | 0.44% | +16,527+14.6% | Added |
| Triumph Capital Management | 129,316 | $2.04M | 0.89% | +35,045+37.2% | Added |
| Skaana Management L.P. | 128,875 | $2.04M | 0.38% | +128,875 | New |
| Private Advisor Group, LLC | 126,563 | $2.00M | 0.02% | −27,245−17.7% | Reduced |
| Catalyst Capital Advisors LLC | 122,480 | $1.94M | 0.09% | −9,520−7.2% | Reduced |
| Great West Life Assurance Co | 122,570 | $1.93M | 0.00% | +122,570 | New |
| Forsta Ap-Fonden | 120,100 | $1.90M | 0.02% | +120,100 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 119,494 | $1.89M | 0.01% | +119,494 | New |
| Cinctive Capital Management LP | 119,391 | $1.89M | 0.09% | +119,391 | New |
| TownSquare Capital, LLC | 115,279 | $1.82M | 0.05% | −81,453−41.4% | Reduced |
| Seven Eight Capital, LP | 114,451 | $1.81M | 0.32% | +40,217+54.2% | Added |
| Central Trust Co | 114,344 | $1.81M | 0.05% | +19,851+21.0% | Added |
| DFPG Investments, LLC | 120,391 | $1.81M | 0.75% | −76,544−38.9% | Reduced |
| Parametric Portfolio Associates LLC | 112,604 | $1.78M | 0.00% | +112,604 | New |
| Stansberry Asset Management, LLC | 111,281 | $1.76M | 0.33% | +65,627+143.7% | Added |
| Vigilare Wealth Management | 107,528 | $1.70M | 1.00% | +6,593+6.5% | Added |
| HighTower Advisors, LLC | 107,023 | $1.69M | 0.00% | +16,886+18.7% | Added |
| Pegasus Asset Management, Inc. | 103,641 | $1.64M | 0.67% | +103,641 | New |
| Toronto Dominion Bank | 101,863 | $1.61M | 0.00% | +101,863 | New |
| Vontobel Holding Ltd. | 99,319 | $1.58M | 0.01% | +99,319 | New |
| Teacher Retirement System of Texas | 99,629 | $1.57M | 0.01% | +99,629 | New |
| XR Securities LLC | 99,415 | $1.57M | 0.18% | +87,903+763.6% | Added |
| Nomura Asset Management Co Ltd | 99,400 | $1.57M | 0.01% | +99,400 | New |
| RMB Capital Management, LLC | 99,140 | $1.57M | 0.05% | +99,140 | New |
| Natixis | 96,589 | $1.53M | 0.01% | +12,372+14.7% | Added |
| Convergence Financial, LLC | 94,000 | $1.49M | 1.54% | +94,000 | New |
| Janney Montgomery Scott LLC | 94,013 | $1.49M | 0.01% | +62,641+199.7% | Added |
| Invesco Ltd. | 91,767 | $1.45M | 0.00% | +91,767 | New |
| British Columbia Investment Management Corp | 90,673 | $1.43M | 0.01% | +90,673 | New |
| IMC-Chicago, LLC | 89,510 | $1.42M | 0.06% | −52,846−37.1% | Reduced |
| Wolverine Trading, LLC | 87,335 | $1.39M | 0.02% | −127,428−59.3% | Reduced |
| Bayesian Capital Management, LP | 87,500 | $1.38M | 0.44% | +87,500 | New |
| Public Employees Retirement Association of Colorado | 81,739 | $1.29M | 0.01% | +81,739 | New |
| Matisse Capital | 79,443 | $1.26M | 0.87% | +79,443 | New |
| Emerald Mutual Fund Advisers Trust | 78,747 | $1.25M | 0.04% | +62,450+383.2% | Added |
| Cetera Advisors LLC | 76,008 | $1.20M | 0.02% | +26,555+53.7% | Added |
| Odey Asset Management Group Ltd | 75,000 | $1.19M | 0.35% | −95,000−55.9% | Reduced |
| MSD Partners, L.P. | 75,000 | $1.19M | 0.01% | +75,000 | New |
| M. Kulyk & Associates, LLC | 74,901 | $1.18M | 0.31% | 00.0% | Unchanged |
| Avestar Capital, LLC | 74,718 | $1.18M | 0.22% | −8,952−10.7% | Reduced |
| CIBC Private Wealth Group, LLC | 74,264 | $1.18M | 0.00% | −22,570−23.3% | Reduced |
| Allstate Corp | 72,751 | $1.15M | 0.02% | +72,751 | New |
| Ensign Peak Advisors, Inc | 71,425 | $1.13M | 0.00% | +71,425 | New |
| Paloma Partners Management Co | 70,340 | $1.11M | 0.04% | +70,340 | New |
| Kestra Private Wealth Services, LLC | 69,986 | $1.11M | 0.05% | −20,150−22.4% | Reduced |
| Cetera Advisor Networks LLC | 69,038 | $1.09M | 0.01% | +28,106+68.7% | Added |
| Sandy Spring Bank | 67,391 | $1.07M | 0.05% | +46,911+229.1% | Added |
| Truist Financial Corp | 66,382 | $1.05M | 0.00% | +17,602+36.1% | Added |
| CSS LLC | 64,111 | $1.01M | 0.04% | +64,111 | New |
| Advisory Services Network, LLC | 63,923 | $1.01M | 0.03% | +40,911+177.8% | Added |
| Marathon Trading Investment Management LLC | 62,414 | $987.0K | 0.41% | −56,700−47.6% | Reduced |
| Aldebaran Financial Inc. | 62,221 | $984.0K | 0.77% | +43,221+227.5% | Added |
| Finivi Inc. | 61,439 | $971.4K | 1.03% | +61,439 | New |
| Asset Management Corp | 61,079 | $966.0K | 0.56% | +6,000+10.9% | Added |
| Venture Visionary Partners LLC | 61,072 | $965.0K | 0.06% | +19,515+47.0% | Added |
| B. Riley Wealth Management, Inc. | 60,255 | $953.0K | 0.07% | −45,818−43.2% | Reduced |
| AlphaStar Capital Management, LLC | 62,262 | $950.0K | 0.08% | +21,524+52.8% | Added |
| San Luis Wealth Advisors LLC | 60,004 | $949.0K | 0.97% | −50−0.1% | Reduced |
| IFM Investors Pty Ltd | 59,243 | $937.0K | 0.02% | +59,243 | New |
| JustInvest LLC | 57,135 | $903.0K | 0.05% | +24,832+76.9% | Added |
| Total Clarity Wealth Management, Inc. | 56,490 | $893.0K | 0.41% | +53,690+1,917.5% | Added |
| Kestra Advisory Services, LLC | 55,580 | $879.0K | 0.01% | +42,075+311.6% | Added |
| ProShare Advisors LLC | 55,507 | $878.0K | 0.00% | +55,507 | New |
| 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 |
| Lincoln National Corp | 55,114 | $871.0K | 0.02% | +20,392+58.7% | Added |
| Financial Architects, Inc | 55,000 | $870.0K | 0.12% | 00.0% | Unchanged |
| Brown Advisory Inc | 54,419 | $860.0K | 0.00% | −19,872−26.7% | Reduced |
| Doheny Asset Management | 54,159 | $856.0K | 0.60% | +54,159 | New |
| DnB Asset Management AS | 53,428 | $844.7K | 0.00% | +53,428 | 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 |
| Mirae Asset Global Investments Co., Ltd. | 52,844 | $835.0K | 0.00% | +52,844 | New |
| Firethorn Wealth Partners, LLC | 52,388 | $828.0K | 0.62% | +52,388 | New |
| CIBC World Markets Inc. | 52,311 | $827.0K | 0.00% | +30,006+134.5% | Added |
| Advisory Research Inc | 49,819 | $788.0K | 0.06% | +49,819 | New |
| American Portfolios Advisors | 49,626 | $784.6K | 0.03% | +11,523+30.2% | Added |