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 |
|---|---|---|---|---|---|
| MSD Partners, L.P. | 25,000 | $236.0K | 0.01% | −50,000−66.7% | Reduced |
| Guggenheim Capital LLC | 25,027 | $237.0K | 0.00% | +6,858+37.7% | Added |
| Sigma Planning Corp | 25,050 | $237.0K | 0.01% | +7,635+43.8% | Added |
| Manufacturers Life Insurance Company, The | 25,116 | $237.3K | 0.00% | +8,911+55.0% | Added |
| Alpha Paradigm Partners, LLC | 25,387 | $240.0K | 0.09% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 25,500 | $240.0K | 0.26% | +6,185+32.0% | Added |
| Garde Capital, Inc. | 25,884 | $245.0K | 0.03% | +4,873+23.2% | Added |
| Kovack Advisors, Inc. | 25,990 | $245.0K | 0.03% | +5,199+25.0% | Added |
| Equitable Holdings, Inc. | 25,920 | $245.0K | 0.00% | +12,450+92.4% | Added |
| Yarbrough Capital, LLC | 26,000 | $246.0K | 0.01% | +26,000 | New |
| Concentric Capital Strategies, LP | 26,700 | $252.0K | 0.10% | +26,700 | New |
| Gladstone Institutional Advisory LLC | 27,023 | $255.0K | 0.02% | −313−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 27,122 | $256.0K | 0.03% | +27,122 | New |
| Hennessy Advisors Inc | 28,000 | $265.0K | 0.01% | −152,500−84.5% | Reduced |
| Regal Investment Advisors LLC | 28,263 | $267.0K | 0.02% | +28,263 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,012 | $274.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 29,698 | $277.0K | 0.00% | +3,519+13.4% | Added |
| Captrust Financial Advisors | 29,706 | $281.0K | 0.00% | +14,490+95.2% | Added |
| Gotham Asset Management, LLC | 29,762 | $281.0K | 0.01% | +29,762 | New |
| Brown Advisory Inc | 30,182 | $285.0K | 0.00% | −24,237−44.5% | Reduced |
| First National Trust Co | 30,492 | $288.0K | 0.01% | +492+1.6% | Added |
| Northwestern Mutual Wealth Management Co | 31,024 | $294.0K | 0.00% | +3,314+12.0% | Added |
| Claraphi Advisory Network, LLC | 32,340 | $306.0K | 0.09% | +10,550+48.4% | Added |
| Cresset Asset Management, LLC | 32,726 | $310.0K | 0.00% | +2,838+9.5% | Added |
| Moseley Investment Management Inc | 33,284 | $315.0K | 0.17% | +2,407+7.8% | Added |
| Allianz Asset Management GmbH | 33,631 | $318.0K | 0.00% | +8,807+35.5% | Added |
| Davenport & Co LLC | 35,630 | $337.0K | 0.00% | +5,290+17.4% | Added |
| Resources Investment Advisors, LLC. | 36,584 | $345.0K | 0.01% | +3,937+12.1% | Added |
| Robeco Institutional Asset Management B.V. | 36,984 | $350.0K | 0.00% | +12,805+53.0% | Added |
| Amussen Hunsaker Associates LLC | 37,279 | $353.0K | 0.08% | +16,601+80.3% | Added |
| Allstate Corp | 38,208 | $361.0K | 0.01% | −34,543−47.5% | Reduced |
| Hourglass Capital, LLC | 39,000 | $369.0K | 0.12% | +39,000 | New |
| Elo Mutual Pension Insurance Co | 39,926 | $377.0K | 0.01% | +957+2.5% | Added |
| Shay Capital LLC | 40,000 | $378.0K | 0.14% | +40,000 | New |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $402.0K | 0.30% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 43,587 | $412.0K | 0.01% | +43,587 | New |
| Cim Investment Mangement Inc | 44,362 | $419.0K | 0.14% | +44,362 | New |
| Ergoteles LLC | 44,900 | $424.0K | 0.02% | +44,900 | New |
| DCF Advisers, LLC | 45,000 | $425.0K | 0.25% | +45,000 | New |
| Doheny Asset Management | 45,725 | $432.0K | 0.32% | −8,434−15.6% | Reduced |
| KBC Group NV | 45,893 | $434.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 46,074 | $435.0K | 0.00% | +46,074 | New |
| DuPont Capital Management Corp | 46,294 | $437.0K | 0.02% | +3,836+9.0% | Added |
| Highlander Capital Management, LLC | 46,325 | $438.0K | 0.20% | +10,825+30.5% | Added |
| NewEdge Wealth, LLC | 47,000 | $444.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 47,248 | $446.0K | 0.01% | +17,615+59.4% | Added |
| Sepio Capital, LP | 47,345 | $447.0K | 0.04% | +47,345 | New |
| International Assets Investment Management, LLC | 48,350 | $457.0K | 0.08% | +28,600+144.8% | Added |
| Daiwa Securities Group Inc. | 50,811 | $480.0K | 0.00% | +6,821+15.5% | Added |
| JustInvest LLC | 52,878 | $500.0K | 0.02% | −4,257−7.5% | Reduced |
| Janus Henderson Group PLC | 53,426 | $505.0K | 0.00% | +315+0.6% | Added |
| CIBC World Markets Inc. | 54,765 | $518.0K | 0.00% | +2,454+4.7% | Added |
| Paloma Partners Management Co | 54,934 | $519.0K | 0.04% | −15,406−21.9% | Reduced |
| ProShare Advisors LLC | 54,912 | $519.0K | 0.00% | −595−1.1% | Reduced |
| Envestnet Asset Management Inc | 55,567 | $525.0K | 0.00% | +6,197+12.6% | Added |
| Rockefeller Capital Management L.P. | 55,946 | $528.0K | 0.00% | +9,899+21.5% | Added |
| Valeo Financial Advisors, LLC | 56,664 | $535.0K | 0.03% | +23,315+69.9% | Added |
| Lincoln National Corp | 56,782 | $536.0K | 0.01% | +1,668+3.0% | Added |
| Total Clarity Wealth Management, Inc. | 57,090 | $540.0K | 0.30% | +600+1.1% | Added |
| SG3 Management, LLC | 57,500 | $543.0K | 0.15% | +28,500+98.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 57,783 | $546.0K | 0.12% | +28,484+97.2% | Added |
| Nissay Asset Management Corp | 57,873 | $547.0K | 0.00% | +2,425+4.4% | Added |
| Wolff Wiese Magana LLC | 57,839 | $547.0K | 0.37% | +26,962+87.3% | Added |
| Korea Investment CORP | 58,500 | $553.0K | 0.00% | −77,000−56.8% | Reduced |
| Kestra Private Wealth Services, LLC | 59,336 | $561.0K | 0.03% | −10,650−15.2% | Reduced |
| Means Investment Co., Inc. | 60,499 | $572.0K | 0.10% | +49,839+467.5% | Added |
| Consolidated Investment Group LLC | 63,000 | $595.0K | 0.10% | +7,500+13.5% | Added |
| National Asset Management, Inc. | 63,462 | $600.0K | 0.02% | +10,417+19.6% | Added |
| DnB Asset Management AS | 69,187 | $653.8K | 0.00% | +15,759+29.5% | Added |
| M Holdings Securities, Inc. | 71,200 | $673.0K | 0.05% | +71,200 | New |
| HST Ventures, LLC | 71,274 | $674.0K | 0.55% | +71,274 | New |
| B. Riley Wealth Management, Inc. | 71,700 | $678.0K | 0.05% | +11,445+19.0% | Added |
| Mariner, LLC | 71,981 | $680.0K | 0.00% | +45,198+168.8% | Added |
| Cubist Systematic Strategies, LLC | 73,799 | $697.0K | 0.01% | +73,799 | New |
| Avestar Capital, LLC | 73,852 | $698.0K | 0.13% | −866−1.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,095 | $700.0K | 0.01% | −185,900−71.5% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $708.0K | 0.19% | 00.0% | Unchanged |
| Cetera Investment Advisers | 74,925 | $708.0K | 0.01% | +35,363+89.4% | Added |
| Miracle Mile Advisors, LLC | 75,693 | $715.0K | 0.03% | +75,693 | New |
| Golden Green, Inc. | 76,128 | $719.0K | 0.59% | +76,128 | New |
| Public Employees Retirement Association of Colorado | 76,520 | $723.0K | 0.00% | −5,219−6.4% | Reduced |
| Kestra Advisory Services, LLC | 76,907 | $727.0K | 0.01% | +21,327+38.4% | Added |
| IFM Investors Pty Ltd | 77,796 | $735.0K | 0.01% | +18,553+31.3% | Added |
| Sandy Spring Bank | 78,280 | $740.0K | 0.04% | +10,889+16.2% | Added |
| Firethorn Wealth Partners, LLC | 78,529 | $742.0K | 0.56% | +26,141+49.9% | Added |
| British Columbia Investment Management Corp | 80,958 | $765.0K | 0.00% | −9,715−10.7% | Reduced |
| Asset Management Corp | 81,004 | $765.0K | 0.47% | +19,925+32.6% | Added |
| Vigilare Wealth Management | 81,901 | $774.0K | 0.64% | −25,627−23.8% | Reduced |
| Gainplan LLC | 84,353 | $797.0K | 0.61% | +84,353 | New |
| Cetera Advisors LLC | 85,433 | $807.0K | 0.02% | +9,425+12.4% | Added |
| SG Americas Securities, LLC | 85,461 | $808.0K | 0.01% | −90,176−51.3% | Reduced |
| HSBC Holdings PLC | 86,974 | $823.0K | 0.00% | −48,887−36.0% | Reduced |
| Aldebaran Financial Inc. | 91,671 | $866.0K | 0.71% | +29,450+47.3% | Added |
| Aviva PLC | 91,777 | $867.0K | 0.00% | +91,777 | New |
| Invesco Ltd. | 93,106 | $880.0K | 0.00% | +1,339+1.5% | Added |
| CIBC Private Wealth Group, LLC | 97,829 | $925.0K | 0.00% | +23,565+31.7% | Added |
| Strategic Wealth Advisors Group, LLC | 98,802 | $929.0K | 0.04% | +64,529+188.3% | Added |
| Independent Financial Group, LLC | 98,676 | $932.5K | 0.08% | +60,361+157.5% | Added |
| RMB Capital Management, LLC | 99,140 | $937.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 99,400 | $939.3K | 0.01% | 00.0% | Unchanged |