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, Q1 2022
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2022. 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
- 441
- +2 vs. Q4 2021
- Shares held
- 396.4M
- −27.6M (−6.5%) vs. Q4 2021
- Total value
- $3.75B
- −$2.94B (−44.0%) vs. Q4 2021
- New holders
- 105
- 185 more added
- Sold out
- 103
- 90 more reduced
8 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 28 | $0 | 0.00% | −25,915−99.9% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24 | $0 | 0.00% | −30−55.6% | Reduced |
| Ellis Investment Partners, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $0 | 0.00% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 15 | $0 | 0.00% | +15 | New |
| Fairfield Financial Advisors, LTD | 100 | $945 | 0.00% | +100 | New |
| Ahrens Investment Partners LLC | 80 | $1.00K | 0.00% | −150−65.2% | Reduced |
| Fifth Third Bancorp | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 114 | $1.00K | 0.00% | +4+3.6% | Added |
| SJS Investment Consulting Inc. | 134 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $1.00K | 0.00% | +40+66.7% | Added |
| Kistler-Tiffany Companies, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 75 | $1.00K | 0.00% | +75 | New |
| Moisand Fitzgerald Tamayo, LLC | 153 | $1.00K | 0.00% | +153 | New |
| Horan Securities, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Clear Street LLC | 100 | $1.00K | 0.00% | +100 | New |
| Castleview Partners, LLC | 200 | $1.00K | 0.00% | −2,962−93.7% | Reduced |
| O'Dell Group, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Liberty One Investment Management, LLC | 129 | $1.00K | 0.00% | +129 | New |
| TCWP LLC | 198 | $1.00K | 0.00% | +198 | New |
| Worth Asset Management, LLC | 150 | $1.00K | 0.00% | +150 | New |
| West Paces Advisors Inc. | 120 | $1.13K | 0.00% | +30+33.3% | Added |
| Tucker Asset Management LLC | 156 | $1.47K | 0.00% | +156 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 233 | $2.00K | 0.00% | +55+30.9% | Added |
| Centerpoint Advisors, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Laurel Wealth Advisors LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 413 | $3.00K | 0.00% | +413 | New |
| Patriot Financial Group Insurance Agency, LLC | 430 | $4.00K | 0.00% | −976−69.4% | Reduced |
| Massmutual Trust Co FSB | 464 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 458 | $4.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 460 | $4.00K | 0.00% | +110+31.4% | Added |
| Peoples Financial Services Corp. | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 397 | $4.00K | 0.00% | +52+15.1% | Added |
| Fortitude Advisory Group L.L.C. | 394 | $4.00K | 0.00% | +94+31.3% | Added |
| Zions Bancorporation, N.A. | 410 | $4.00K | 0.00% | +410 | New |
| Stephens Consulting, LLC | 500 | $4.72K | 0.00% | −500−50.0% | Reduced |
| Salem Investment Counselors Inc | 550 | $5.00K | 0.00% | −180−24.7% | Reduced |
| Proequities, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 525 | $5.00K | 0.00% | +250+90.9% | Added |
| Stephenson National Bank & Trust | 500 | $5.00K | 0.00% | +500 | New |
| Bellwether Advisors, LLC | 605 | $5.00K | 0.00% | +605 | New |
| Dravo Bay LLC | 578 | $5.46K | 0.00% | +578 | New |
| Evermay Wealth Management LLC | 600 | $6.00K | 0.00% | −775−56.4% | Reduced |
| TCI Wealth Advisors, Inc. | 630 | $6.00K | 0.00% | −389−38.2% | Reduced |
| Private Capital Group, LLC | 590 | $6.00K | 0.00% | −10−1.7% | Reduced |
| Larson Financial Group LLC | 725 | $7.00K | 0.00% | −35−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 725 | $7.00K | 0.00% | +25+3.6% | Added |
| Cambridge Trust Co | 752 | $7.00K | 0.00% | +630+516.4% | Added |
| Simplex Trading, LLC | 860 | $8.00K | 0.00% | −1,328,044−99.9% | Reduced |
| PSI Advisors, LLC | 850 | $8.00K | 0.00% | −10,235−92.3% | Reduced |
| Focused Wealth Management, Inc | 800 | $8.00K | 0.00% | −800−50.0% | Reduced |
| Covington Capital Management | 800 | $8.00K | 0.00% | +800 | New |
| Corbenic Partners LLC | 910 | $9.00K | 0.00% | +110+13.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,000 | $9.00K | 0.00% | +400+66.7% | Added |
| Money Concepts Capital Corp | 1,005 | $9.00K | 0.00% | +1,005 | New |
| Quadrant Capital Group LLC | 926 | $9.00K | 0.00% | +926 | New |
| BDO Wealth Advisors, LLC | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Pin Oak Investment Advisors Inc | 1,100 | $10.0K | 0.01% | +200+22.2% | Added |
| FSC Wealth Advisors, LLC | 1,300 | $12.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,250 | $12.0K | 0.01% | +1,250 | New |
| Optimum Investment Advisors | 1,395 | $13.0K | 0.01% | −80−5.4% | Reduced |
| Credit Agricole S A | 1,350 | $13.0K | 0.00% | +1,350 | New |
| NewSquare Capital LLC | 1,500 | $14.0K | 0.00% | +200+15.4% | Added |
| Manchester Capital Management LLC | 1,599 | $15.0K | 0.00% | +769+92.7% | Added |
| Elequin Capital LP | 1,889 | $18.0K | 0.00% | +1,889 | New |
| Clearstead Advisors, LLC | 2,240 | $21.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,260 | $21.0K | 0.00% | +2,260 | New |
| NVWM, LLC | 2,322 | $22.0K | 0.01% | −1,000−30.1% | Reduced |
| 1832 Asset Management L.P. | 2,400 | $22.0K | 0.00% | +2,400 | New |
| Koshinski Asset Management, Inc. | 2,580 | $24.4K | 0.00% | +2,530+5,060.0% | Added |
| Washington Trust Co | 2,738 | $26.0K | 0.00% | +2,738 | New |
| AdvisorNet Financial, Inc | 2,900 | $27.0K | 0.00% | +530+22.4% | Added |
| US Bancorp | 3,015 | $28.0K | 0.00% | +2,000+197.0% | Added |
| Coastal Capital Group, Inc. | 3,072 | $29.0K | 0.01% | +753+32.5% | Added |
| Herold Advisors, Inc. | 3,100 | $29.3K | 0.01% | +3,100 | New |
| SOA Wealth Advisors, LLC. | 3,200 | $30.0K | 0.01% | +1,700+113.3% | Added |
| Hantz Financial Services, Inc. | 3,274 | $31.0K | 0.00% | +774+31.0% | Added |
| SRS Capital Advisors, Inc. | 3,269 | $31.0K | 0.00% | +3,047+1,372.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,375 | $32.0K | 0.00% | +1,875+125.0% | Added |
| Evoke Wealth, LLC | 3,500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3,670 | $35.0K | 0.00% | +570+18.4% | Added |
| Future Financial Wealth Managment LLC | 3,760 | $36.0K | 0.03% | +250+7.1% | Added |
| Albion Financial Group | 4,241 | $40.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,590 | $43.0K | 0.00% | +1,050+29.7% | Added |
| FinTrust Capital Advisors, LLC | 4,650 | $44.0K | 0.01% | +1,500+47.6% | Added |