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 |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 5,000 | $47.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,835 | $55.0K | 0.01% | +5,675+3,546.9% | Added |
| Reitz Capital Advisors LLC | 5,900 | $56.0K | 0.04% | +5,900 | New |
| Storebrand Asset Management AS | 6,455 | $61.0K | 0.00% | +3,460+115.5% | Added |
| Swedbank AB | 6,744 | $63.7K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,113 | $67.0K | 0.00% | +1,221+20.7% | Added |
| Arkadios Wealth Advisors | 7,671 | $72.0K | 0.01% | +7,671 | New |
| Exos Asset Management LLC | 7,864 | $74.0K | 0.03% | −938−10.7% | Reduced |
| Carolinas Wealth Consulting LLC | 8,000 | $76.0K | 0.02% | +8,000 | New |
| Vestcor Inc | 8,292 | $78.0K | 0.00% | +1,916+30.1% | Added |
| Banque Cantonale Vaudoise | 9,118 | $85.0K | 0.00% | −19,548−68.2% | Reduced |
| Hudock, Inc. | 9,299 | $87.0K | 0.02% | −5,304−36.3% | Reduced |
| Signaturefd, LLC | 9,782 | $92.0K | 0.00% | +353+3.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 10,000 | $95.0K | 0.02% | +5,500+122.2% | Added |
| ExodusPoint Capital Management, LP | 10,100 | $95.0K | 0.00% | +10,100 | New |
| Blair William & Co | 10,409 | $98.0K | 0.00% | +10,409 | New |
| Snowden Capital Advisors LLC | 10,550 | $99.0K | 0.00% | −13,434−56.0% | Reduced |
| HBK Sorce Advisory LLC | 10,722 | $101.0K | 0.01% | −1,911−15.1% | Reduced |
| Archford Capital Strategies, LLC | 11,115 | $101.0K | 0.02% | +85+0.8% | Added |
| Evercore Wealth Management, LLC | 10,849 | $103.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,903 | $103.0K | 0.02% | +10,903 | New |
| Fiduciary Trust Co | 11,176 | $106.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,200 | $106.0K | 0.01% | +11,200 | New |
| Bank of Nova Scotia | 11,281 | $107.0K | 0.00% | +11,281 | New |
| Independent Wealth Network Inc. | 11,280 | $107.0K | 0.07% | +11,280 | New |
| Global Wealth Management Investment Advisory, Inc. | 11,433 | $108.0K | 0.03% | +110+1.0% | Added |
| Franklin Resources Inc | 11,545 | $109.0K | 0.00% | −5,142,731−99.8% | Reduced |
| McAlister, Sweet & Associates, Inc. | 11,700 | $111.0K | 0.12% | +11,700 | New |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $112.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 11,899 | $112.0K | 0.01% | +11,899 | New |
| Vivaldi Capital Management, LLC | 16,859 | $114.0K | 0.03% | 00.0% | Unchanged |
| Prostatis Group LLC | 12,200 | $115.3K | 0.09% | +12,200 | New |
| Lindbrook Capital, LLC | 12,376 | $117.0K | 0.02% | +1,900+18.1% | Added |
| Foresight Wealth Management, LLC | 12,497 | $118.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 12,474 | $118.0K | 0.04% | +12,474 | New |
| Well Done, LLC | 12,705 | $120.0K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,732 | $120.0K | 0.00% | +206+1.6% | Added |
| Proficio Capital Partners LLC | 12,949 | $122.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,920 | $122.0K | 0.01% | +12,920 | New |
| Gofen & Glossberg LLC | 13,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 12,975 | $124.0K | 0.00% | +602+4.9% | Added |
| Boenning & Scattergood, Inc. | 13,150 | $124.0K | 0.02% | +13,150 | New |
| Alliancebernstein L.P. | 13,211 | $125.0K | 0.00% | −613,777−97.9% | Reduced |
| Wetherby Asset Management Inc | 13,360 | $126.0K | 0.01% | +13,360 | New |
| SFMG, LLC | 13,497 | $128.0K | 0.01% | +13,497 | New |
| Fortis Advisors, LLC | 14,100 | $133.0K | 0.07% | +3,500+33.0% | Added |
| Prudential PLC | 14,084 | $133.0K | 0.00% | +14,084 | New |
| Crewe Advisors LLC | 14,334 | $135.0K | 0.03% | −200−1.4% | Reduced |
| Seven Eight Capital, LP | 14,633 | $138.0K | 0.02% | −99,818−87.2% | Reduced |
| Verition Fund Management LLC | 14,898 | $141.0K | 0.00% | +14,898 | New |
| Neuberger Berman Group LLC | 14,948 | $141.0K | 0.00% | +14,948 | New |
| Adviser Investments LLC | 14,969 | $141.0K | 0.01% | +14,969 | New |
| Cooper/Haims Advisors, LLC | 15,500 | $146.0K | 0.10% | +5,000+47.6% | Added |
| Aspiriant, LLC | 15,633 | $148.0K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 15,743 | $149.0K | 0.01% | +15,743 | New |
| Fairfield, Bush & Co. | 16,000 | $151.0K | 0.08% | +4,700+41.6% | Added |
| Wealthsource Partners, LLC | 16,044 | $152.0K | 0.01% | +16,044 | New |
| Parallel Advisors, LLC | 15,664 | $153.0K | 0.01% | +14,385+1,124.7% | Added |
| Transcend Wealth Collective, LLC | 16,675 | $158.0K | 0.01% | 00.0% | Unchanged |
| QCM Cayman, Ltd. | 16,771 | $158.0K | 0.69% | +16,771 | New |
| Visionary Wealth Advisors | 17,053 | $161.0K | 0.01% | +5,695+50.1% | Added |
| Redpoint Investment Management Pty Ltd | 17,463 | $165.0K | 0.02% | +17,463 | New |
| Change Path, LLC | 17,799 | $168.0K | 0.01% | +17,799 | New |
| Pointe Capital Management LLC | 18,490 | $175.0K | 0.11% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 19,300 | $182.0K | 0.01% | +849+4.6% | Added |
| Caption Management, LLC | 19,185 | $183.0K | 0.01% | −196,215−91.1% | Reduced |
| Griffin Asset Management, Inc. | 19,485 | $184.0K | 0.02% | −4,400−18.4% | Reduced |
| Beacon Pointe Advisors, LLC | 19,583 | $185.0K | 0.00% | +19,583 | New |
| XR Securities LLC | 19,673 | $186.0K | 0.04% | −79,742−80.2% | Reduced |
| SkyView Investment Advisors, LLC | 24,163 | $186.0K | 0.04% | +14,163+141.6% | Added |
| McGuire Investment Group, LLC | 19,682 | $186.0K | 0.03% | +19,682 | New |
| Resolute Partners Group | 19,827 | $187.0K | 0.01% | −1,713−8.0% | Reduced |
| State Board of Administration of Florida Retirement System | 19,799 | $187.0K | 0.00% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 19,792 | $187.0K | 0.12% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 20,000 | $189.0K | 0.00% | −110,600−84.7% | Reduced |
| Stockman Wealth Management, Inc. | 20,000 | $189.0K | 0.04% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20,000 | $189.0K | 0.01% | +20,000 | New |
| Algert Global LLC | 20,065 | $190.0K | 0.01% | +20,065 | New |
| Steward Partners Investment Advisory, LLC | 20,210 | $191.0K | 0.00% | +2,332+13.0% | Added |
| APG Asset Management N.V. | 22,583 | $192.0K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 20,349 | $192.0K | 0.00% | +20,349 | New |
| CTC Capital Management, LLC | 20,600 | $195.0K | 0.52% | +20,600 | New |
| Hexagon Capital Partners LLC | 20,820 | $197.0K | 0.05% | +10,900+109.9% | Added |
| Emerald Mutual Fund Advisers Trust | 20,978 | $198.0K | 0.01% | −57,769−73.4% | Reduced |
| Stratos Wealth Advisors, LLC | 20,913 | $198.0K | 0.02% | +20,913 | New |
| Game Plan Financial Advisors, LLC | 21,400 | $202.0K | 0.12% | +21,400 | New |
| Benedetti & Gucer, Inc. | 21,533 | $203.0K | 0.14% | +1,768+8.9% | Added |
| Solidarilty Wealth, LLC | 27,563 | $204.0K | 0.12% | +27,563 | New |
| Prospera Financial Services Inc | 21,885 | $207.0K | 0.01% | −800−3.5% | Reduced |
| Zullo Investment Group, Inc. | 21,925 | $207.0K | 0.11% | +7,125+48.1% | Added |
| Orion Portfolio Solutions, LLC | 21,971 | $208.0K | 0.01% | −773−3.4% | Reduced |
| Xcel Wealth Management, LLC | 22,030 | $208.0K | 0.06% | +22,030 | New |
| Macquarie Group Ltd | 22,307 | $211.0K | 0.00% | −4,600,600−99.5% | Reduced |
| J.W. Cole Advisors, Inc. | 22,500 | $213.0K | 0.01% | +11,600+106.4% | Added |
| American Portfolios Advisors | 23,736 | $224.3K | 0.01% | −25,890−52.2% | Reduced |
| Mercer Global Advisors Inc | 24,189 | $229.0K | 0.00% | +9,272+62.2% | Added |
| Penserra Capital Management LLC | 32,367 | $230.0K | 0.01% | −3,228−9.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 24,418 | $231.0K | 0.00% | +13,406+121.7% | Added |
| Burney Co | 24,569 | $232.0K | 0.01% | +24,569 | New |
| Oak Harbor Wealth Partners, LLC | 24,853 | $235.0K | 0.08% | +3,053+14.0% | Added |