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 |
|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 49,370 | $781.0K | 0.00% | +25,852+109.9% | Added |
| NewEdge Wealth, LLC | 47,000 | $743.0K | 0.03% | +47,000 | New |
| Rockefeller Capital Management L.P. | 46,047 | $728.0K | 0.00% | +21,797+89.9% | Added |
| KBC Group NV | 45,893 | $726.0K | 0.00% | +45,893 | New |
| Daiwa Securities Group Inc. | 43,990 | $696.0K | 0.00% | −256,010−85.3% | Reduced |
| Prana Capital Management, LP | 43,439 | $687.0K | 0.05% | +43,439 | New |
| Insight Advisors, LLC | 42,888 | $678.0K | 0.20% | +17,065+66.1% | Added |
| 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 |
| DuPont Capital Management Corp | 42,458 | $671.0K | 0.02% | +42,458 | New |
| Cetera Investment Advisers | 39,562 | $625.0K | 0.01% | +21,105+114.3% | Added |
| Elo Mutual Pension Insurance Co | 38,969 | $616.0K | 0.02% | +38,969 | New |
| Nordea Investment Management AB | 37,596 | $610.0K | 0.00% | +37,596 | New |
| Independent Financial Group, LLC | 38,315 | $605.8K | 0.05% | +16,128+72.7% | Added |
| Westpac Banking Corp | 38,246 | $604.7K | 0.01% | +38,246 | 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 |
| 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 |
| Valeo Financial Advisors, LLC | 33,349 | $527.0K | 0.03% | +11,971+56.0% | Added |
| Prelude Capital Management, LLC | 32,991 | $522.0K | 0.03% | −5,360−14.0% | Reduced |
| Resources Investment Advisors, LLC. | 32,647 | $516.0K | 0.02% | +1,994+6.5% | Added |
| 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 |
| Point Break Capital Management, LLC | 30,540 | $483.0K | 0.04% | +30,540 | 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 |
| Biltmore Capital Advisors LLC | 30,210 | $478.0K | 0.08% | +30,210 | New |
| National Bank of Canada | 30,131 | $477.0K | 0.00% | +30,131 | New |
| First National Trust Co | 30,000 | $474.0K | 0.02% | +30,000 | New |
| Cresset Asset Management, LLC | 29,888 | $473.0K | 0.00% | +15,888+113.5% | 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 |
| 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 |
| 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 |
| Banque Cantonale Vaudoise | 28,666 | $455.0K | 0.02% | +25,548+819.4% | Added |
| Northwestern Mutual Wealth Management Co | 27,710 | $439.0K | 0.00% | +6,147+28.5% | Added |
| Gladstone Institutional Advisory LLC | 27,336 | $432.0K | 0.03% | −4,375−13.8% | Reduced |
| MMBG Investment Advisors Co. | 27,150 | $429.0K | 0.04% | +27,150 | New |
| Bulltick Wealth Management, LLC | 27,051 | $427.7K | 0.09% | −96−0.4% | Reduced |
| Mariner, LLC | 26,783 | $423.0K | 0.00% | +26,783 | New |
| Nomura Holdings Inc | 26,179 | $414.0K | 0.00% | +26,179 | New |
| Lazard Asset Management LLC | 25,943 | $410.0K | 0.00% | +25,943 | New |
| Wedbush Securities Inc | 25,882 | $409.0K | 0.02% | +10,290+66.0% | Added |
| Alpha Paradigm Partners, LLC | 25,387 | $401.0K | 0.16% | −12,035−32.2% | Reduced |
| Wealth Effects LLC | 25,165 | $398.0K | 0.17% | +25,165 | New |
| Allianz Asset Management GmbH | 24,824 | $393.0K | 0.00% | +24,824 | New |
| Caliber Wealth Management, LLC | 29,392 | $388.0K | 0.27% | +29,392 | New |
| Robeco Institutional Asset Management B.V. | 24,179 | $382.0K | 0.00% | +24,179 | New |
| Snowden Capital Advisors LLC | 23,984 | $379.0K | 0.02% | +3,787+18.8% | Added |
| Griffin Asset Management, Inc. | 23,885 | $378.0K | 0.05% | +2,623+12.3% | Added |
| Orion Portfolio Solutions, LLC | 22,744 | $360.0K | 0.01% | +2,094+10.1% | Added |
| Prospera Financial Services Inc | 22,685 | $359.0K | 0.02% | +22,685 | New |
| Stock Yards Bank & Trust Co | 22,500 | $356.0K | 0.02% | +22,500 | New |
| AE Wealth Management LLC | 22,464 | $355.0K | 0.00% | +2,748+13.9% | Added |
| Oak Harbor Wealth Partners, LLC | 21,800 | $345.0K | 0.12% | +21,800 | New |
| Claraphi Advisory Network, LLC | 21,790 | $344.0K | 0.12% | +21,790 | New |
| Resolute Partners Group | 21,540 | $341.0K | 0.01% | 00.0% | Unchanged |
| Garde Capital, Inc. | 21,011 | $332.0K | 0.03% | −3,963−15.9% | Reduced |
| Laidlaw Wealth Management LLC | 20,850 | $330.0K | 0.05% | +20,850 | New |
| Kovack Advisors, Inc. | 20,791 | $329.0K | 0.03% | +1,909+10.1% | Added |
| Enlightenment Research, LLC | 20,300 | $321.0K | 0.46% | +10,300+103.0% | Added |
| 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 |
| APG Asset Management N.V. | 22,583 | $314.0K | 0.00% | +22,583 | 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 |
| 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 |
| Great Valley Advisor Group, Inc. | 19,684 | $311.0K | 0.02% | +1,252+6.8% | Added |
| Amussen Hunsaker Associates LLC | 20,678 | $309.0K | 0.07% | +20,678 | 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 |
| DekaBank Deutsche Girozentrale | 19,892 | $293.0K | 0.00% | +19,892 | New |
| 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 |
| Illinois Municipal Retirement Fund | 18,403 | $291.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 18,200 | $288.0K | 0.00% | −10.0% | Reduced |
| Guggenheim Capital LLC | 18,169 | $287.0K | 0.00% | +18,169 | New |
| Steward Partners Investment Advisory, LLC | 17,878 | $283.0K | 0.00% | −731−3.9% | Reduced |
| Oxinas Partners Wealth Management LLC | 17,633 | $279.0K | 0.16% | +100+0.6% | Added |
| Sigma Planning Corp | 17,415 | $275.0K | 0.01% | +2,722+18.5% | Added |
| Vivaldi Capital Management, LLC | 16,859 | $267.0K | 0.06% | −4,000−19.2% | Reduced |
| Transcend Wealth Collective, LLC | 16,675 | $264.0K | 0.02% | +1,350+8.8% | Added |
| Manufacturers Life Insurance Company, The | 16,205 | $256.0K | 0.00% | −8,391−34.1% | Reduced |
| Aspiriant, LLC | 15,633 | $247.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 15,216 | $241.0K | 0.00% | +12,829+537.5% | Added |
| Columbia Asset Management | 14,980 | $237.0K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,917 | $236.0K | 0.00% | −9,164−38.1% | Reduced |
| Zullo Investment Group, Inc. | 14,800 | $234.0K | 0.12% | +14,800 | New |
| C2C Wealth Management, LLC | 14,675 | $232.0K | 0.03% | +14,675 | New |
| 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 |
| Virtu Financial LLC | 14,269 | $226.0K | 0.02% | −405,551−96.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,027 | $222.0K | 0.01% | +14,027 | New |
| Equitable Holdings, Inc. | 13,470 | $213.0K | 0.00% | +13,470 | New |