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 |
|---|---|---|---|---|---|
| Exane Derivatives | 13,326 | $210.7K | 0.05% | +13,326 | New |
| Coastal Investment Advisors, Inc. | 13,265 | $210.0K | 0.05% | +381+3.0% | Added |
| Gofen & Glossberg LLC | 13,000 | $206.0K | 0.00% | −75−0.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 13,000 | $206.0K | 0.16% | +13,000 | New |
| Proficio Capital Partners LLC | 12,949 | $205.0K | 0.03% | 00.0% | Unchanged |
| Tuttle Tactical Management | 12,901 | $204.0K | 0.31% | +759+6.3% | Added |
| Well Done, LLC | 12,705 | $201.0K | 0.04% | +12,705 | New |
| HBK Sorce Advisory LLC | 12,633 | $200.0K | 0.01% | +12,633 | New |
| Carroll Financial Associates, Inc. | 12,964 | $199.0K | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,526 | $198.0K | 0.00% | +12,526 | New |
| Foresight Wealth Management, LLC | 12,497 | $198.0K | 0.08% | +12,497 | New |
| The PNC Financial Services Group, Inc. | 12,373 | $196.0K | 0.00% | +625+5.3% | Added |
| 180 Wealth Advisors, LLC | 13,850 | $192.0K | 0.04% | −1,450−9.5% | Reduced |
| Cerity Partners LLC | 12,095 | $191.0K | 0.00% | +12,095 | New |
| J. Goldman & Co LP | 12,022 | $190.0K | 0.02% | +12,022 | New |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $189.0K | 0.00% | +11,849 | New |
| Traynor Capital Management, Inc. | 11,953 | $188.0K | 0.02% | +11,953 | New |
| Pinnacle Wealth Planning Services, Inc. | 11,500 | $182.0K | 0.04% | +11,500 | New |
| Visionary Wealth Advisors | 11,358 | $180.0K | 0.01% | +11,358 | New |
| Global Wealth Management Investment Advisory, Inc. | 11,323 | $179.0K | 0.05% | +3,697+48.5% | Added |
| Fairfield, Bush & Co. | 11,300 | $179.0K | 0.09% | +11,300 | New |
| Fiduciary Trust Co | 11,176 | $177.0K | 0.00% | +11,176 | New |
| KMG Fiduciary Partners, LLC | 11,094 | $175.0K | 0.03% | −1,290−10.4% | Reduced |
| PSI Advisors, LLC | 11,085 | $175.0K | 0.07% | +2,590+30.5% | Added |
| Archford Capital Strategies, LLC | 11,030 | $174.0K | 0.04% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 11,012 | $174.0K | 0.00% | +11,012 | New |
| J.W. Cole Advisors, Inc. | 10,900 | $172.0K | 0.01% | +10,900 | New |
| Evercore Wealth Management, LLC | 10,849 | $172.0K | 0.00% | +10,849 | New |
| Means Investment Co., Inc. | 10,660 | $169.0K | 0.03% | +10,660 | New |
| Fortis Advisors, LLC | 10,600 | $168.0K | 0.10% | +10,600 | New |
| Lindbrook Capital, LLC | 10,476 | $166.0K | 0.03% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 10,500 | $166.0K | 0.10% | +500+5.0% | Added |
| Dynamic Technology Lab Private Ltd | 10,529 | $166.0K | 0.02% | +10,529 | New |
| Inspire Advisors, LLC | 10,525 | $166.0K | 0.05% | +10,525 | New |
| Newman Dignan & Sheerar, Inc. | 10,148 | $160.0K | 0.05% | +10,148 | New |
| SkyView Investment Advisors, LLC | 10,000 | $158.0K | 0.04% | +10,000 | New |
| Hexagon Capital Partners LLC | 9,920 | $157.0K | 0.04% | +5,220+111.1% | Added |
| Belpointe Asset Management LLC | 9,406 | $149.0K | 0.01% | −6,544−41.0% | Reduced |
| Signaturefd, LLC | 9,429 | $149.0K | 0.00% | −4,900−34.2% | Reduced |
| Exos Asset Management LLC | 8,802 | $139.0K | 0.07% | −5,330−37.7% | Reduced |
| Swedbank AB | 6,744 | $107.6K | 0.00% | +6,744 | New |
| Vestcor Inc | 6,376 | $101.0K | 0.00% | +6,376 | New |
| Exchange Traded Concepts, LLC | 5,892 | $93.0K | 0.00% | +5,892 | New |
| CoreCap Advisors, LLC | 5,875 | $93.0K | 0.01% | +5,875 | New |
| High Net Worth Advisory Group LLC | 5,500 | $87.0K | 0.03% | +5,500 | New |
| NEXT Financial Group, Inc | 5,169 | $82.0K | 0.01% | +1,253+32.0% | Added |
| Cornerstone Advisory, LLC | 4,985 | $79.0K | 0.01% | +4,985 | New |
| FNY Investment Advisers, LLC | 5,000 | $79.0K | 0.04% | +5,000 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,500 | $71.0K | 0.01% | +4,500 | New |
| Albion Financial Group | 4,241 | $67.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 4,241 | $67.0K | 0.00% | +4,241 | New |
| Tower Research Capital LLC (TRC) | 3,540 | $56.0K | 0.00% | −9,262−72.3% | Reduced |
| Evoke Wealth, LLC | 3,500 | $55.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,510 | $55.0K | 0.04% | +3,510 | New |
| NVWM, LLC | 3,322 | $53.0K | 0.02% | +1,787+116.4% | Added |
| IFP Advisors, Inc | 2,982 | $53.0K | 0.00% | +1,968+194.1% | Added |
| FinTrust Capital Advisors, LLC | 3,150 | $50.0K | 0.01% | +2,150+215.0% | Added |
| Ancora Advisors, LLC | 3,100 | $49.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 2,995 | $47.4K | 0.00% | +2,995 | New |
| Hantz Financial Services, Inc. | 2,500 | $40.0K | 0.00% | +1,500+150.0% | Added |
| Edge Wealth Management LLC | 2,420 | $38.0K | 0.01% | −2,000−45.2% | Reduced |
| Coastal Capital Group, Inc. | 2,319 | $37.0K | 0.01% | +1,041+81.5% | Added |
| AdvisorNet Financial, Inc | 2,370 | $37.0K | 0.00% | +1,470+163.3% | Added |
| Wagner Wealth Management, LLC | 2,273 | $36.0K | 0.03% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,250 | $36.0K | 0.00% | +750+50.0% | Added |
| Clearstead Advisors, LLC | 2,240 | $35.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $35.0K | 0.00% | +2,185 | New |
| Amplius Wealth Advisors, LLC | 2,020 | $31.0K | 0.00% | +2,020 | New |
| Focused Wealth Management, Inc | 1,600 | $25.0K | 0.00% | +450+39.1% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,520 | $24.0K | 0.01% | −440−22.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 1,500 | $24.0K | 0.00% | +500+50.0% | Added |
| SOA Wealth Advisors, LLC. | 1,500 | $23.0K | 0.01% | −450−23.1% | Reduced |
| Optimum Investment Advisors | 1,475 | $23.0K | 0.01% | +380+34.7% | Added |
| CWM, LLC | 1,478 | $23.0K | 0.00% | +1,478 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,406 | $22.0K | 0.00% | −569−28.8% | Reduced |
| Evermay Wealth Management LLC | 1,375 | $22.0K | 0.00% | +1,375 | New |
| NewSquare Capital LLC | 1,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,350 | $21.0K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 1,300 | $21.0K | 0.01% | +1,300 | New |
| Parallel Advisors, LLC | 1,279 | $20.0K | 0.00% | −521−28.9% | Reduced |
| US Bancorp | 1,015 | $16.0K | 0.00% | +15+1.5% | Added |
| TCI Wealth Advisors, Inc. | 1,019 | $16.0K | 0.00% | +400+64.6% | Added |
| Stephens Consulting, LLC | 1,000 | $15.8K | 0.01% | +1,000 | New |
| Reilly Financial Advisors, LLC | 855 | $14.0K | 0.00% | +108+14.5% | Added |
| Pin Oak Investment Advisors Inc | 900 | $14.0K | 0.01% | +400+80.0% | Added |
| Corbenic Partners LLC | 800 | $13.0K | 0.00% | +250+45.5% | Added |
| Manchester Capital Management LLC | 830 | $13.0K | 0.00% | +830 | New |
| Salem Investment Counselors Inc | 730 | $12.0K | 0.00% | +180+32.7% | Added |
| Larson Financial Group LLC | 760 | $12.0K | 0.00% | +295+63.4% | Added |
| Blue Bell Private Wealth Management, LLC | 700 | $11.0K | 0.00% | +700 | New |
| Private Capital Group, LLC | 600 | $10.0K | 0.00% | +132+28.2% | Added |
| Sculptor Capital LP | 619 | $10.0K | 0.00% | +619 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 600 | $9.00K | 0.00% | +600 | New |
| Tortoise Investment Management, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 500 | $8.00K | 0.00% | +500 | New |
| North Star Investment Management Corp. | 500 | $8.00K | 0.00% | +500 | New |
| Massmutual Trust Co FSB | 464 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 458 | $7.00K | 0.00% | +297+184.5% | Added |
| Peoples Financial Services Corp. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $6.00K | 0.00% | +350 | New |