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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 620 | $6.00K | 0.00% | +620 | New |
| Laurel Wealth Advisors LLC | 300 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 345 | $5.00K | 0.00% | +235+213.6% | Added |
| Fortitude Advisory Group L.L.C. | 300 | $5.00K | 0.00% | +300 | New |
| Proffitt & Goodson Inc | 275 | $4.00K | 0.00% | +275 | New |
| SRS Capital Advisors, Inc. | 222 | $4.00K | 0.00% | +222 | New |
| Capital Analysts, LLC | 240 | $4.00K | 0.00% | +240 | New |
| Ahrens Investment Partners LLC | 230 | $4.00K | 0.00% | +230 | New |
| Westside Investment Management, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 175 | $3.00K | 0.00% | +25+16.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $3.00K | 0.00% | +50+33.3% | Added |
| Bollard Group LLC | 200 | $3.00K | 0.00% | +200 | New |
| Davidson Capital Management Inc. | 178 | $3.00K | 0.00% | +178 | New |
| Concord Wealth Partners | 200 | $3.00K | 0.00% | +200 | New |
| Tradition Wealth Management, LLC | 160 | $3.00K | 0.00% | +160 | New |
| Trustcore Financial Services, LLC | 105 | $2.00K | 0.00% | −500−82.6% | Reduced |
| HM Payson & Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $2.00K | 0.00% | +120 | New |
| Cambridge Trust Co | 122 | $2.00K | 0.00% | +122 | New |
| Plante Moran Financial Advisors, LLC | 105 | $2.00K | 0.00% | +105 | New |
| Parkside Financial Bank & Trust | 150 | $2.00K | 0.00% | +150 | New |
| Lowe Wealth Advisors, LLC | 100 | $2.00K | 0.00% | +100 | New |
| Your Advocates Ltd., LLP | 100 | $2.00K | 0.00% | +100 | New |
| TSFG, LLC | 100 | $2.00K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 134 | $2.00K | 0.00% | +134 | New |
| West Paces Advisors Inc. | 90 | $1.42K | 0.00% | +20+28.6% | Added |
| Kistler-Tiffany Companies, LLC | 80 | $1.00K | 0.00% | −1,000−92.6% | Reduced |
| Bell Investment Advisors, Inc | 33 | $1.00K | 0.00% | −141−81.0% | Reduced |
| JJJ Advisors Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 60 | $1.00K | 0.00% | +35+140.0% | Added |
| Ellis Investment Partners, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Covestor Ltd | 47 | $1.00K | 0.00% | +47 | New |
| Bivin & Associates, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Koshinski Asset Management, Inc. | 50 | $790 | 0.00% | +50 | New |
| Heritage Wealth Advisors | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | +1 | New |
| Bedel Financial Consulting, Inc. | 10 | $0 | 0.00% | +10 | New |
| Rinkey Investments | 2 | $0 | 0.00% | +2 | New |
| Pflug Koory, LLC | 2 | $0 | 0.00% | +2 | New |
| Castleview Partners, LLC | 3,162 | – | – | +3,162 | New |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −3,597,334−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −817,486−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −710,112−100.0% | Sold out |
| Pathway Capital Management, LP | 0 | $0 | 0.00% | −682,178−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −504,500−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −428,300−100.0% | Sold out |
| Serengeti Asset Management LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −291,694−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −177,500−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −175,500−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −136,436−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −133,800−100.0% | Sold out |
| Jasper Ridge Partners, L.P. | 0 | $0 | 0.00% | −115,970−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −99,100−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −84,371−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −77,086−100.0% | Sold out |
| Samson Rock Capital LLP | 0 | $0 | 0.00% | −74,312−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −71,820−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −70,014−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −69,007−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −68,354−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −61,645−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −57,104−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −46,694−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −45,058−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −36,080−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −31,831−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −29,845−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −27,013−100.0% | Sold out |
| Emfo, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −12,746−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −10,539−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,542−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Cordasco Financial Network | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |