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 |
|---|---|---|---|---|---|
| San Luis Wealth Advisors LLC | 60,004 | $949.0K | 0.46% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 101,334 | $958.0K | 0.08% | +39,072+62.8% | Added |
| Pathstone Family Office, LLC | 102,206 | $966.0K | 0.02% | −82,354−44.6% | Reduced |
| TD Waterhouse Canada Inc. | 88,045 | $971.3K | 0.01% | −155,522−63.9% | Reduced |
| Truist Financial Corp | 103,311 | $977.0K | 0.00% | +36,929+55.6% | Added |
| Pegasus Asset Management, Inc. | 107,182 | $1.01M | 0.44% | +3,541+3.4% | Added |
| Teacher Retirement System of Texas | 109,588 | $1.04M | 0.01% | +9,959+10.0% | Added |
| Parsec Financial Management, Inc. | 110,000 | $1.04M | 0.04% | +110,000 | New |
| Toronto Dominion Bank | 112,323 | $1.06M | 0.00% | +10,460+10.3% | Added |
| Stansberry Asset Management, LLC | 118,441 | $1.12M | 0.20% | +7,160+6.4% | Added |
| MMBG Investment Advisors Co. | 120,280 | $1.14M | 0.12% | +93,130+343.0% | Added |
| Cetera Advisor Networks LLC | 120,613 | $1.14M | 0.01% | +51,575+74.7% | Added |
| Catalyst Capital Advisors LLC | 122,480 | $1.16M | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 117,886 | $1.18M | 0.00% | −4,684−3.8% | Reduced |
| Central Trust Co | 124,615 | $1.18M | 0.03% | +10,271+9.0% | Added |
| Once Capital Management, LLC | 126,700 | $1.20M | 1.09% | +126,700 | New |
| Atria Wealth Solutions, Inc. | 127,318 | $1.20M | 0.02% | +127,318 | New |
| Natixis | 127,860 | $1.21M | 0.00% | +31,271+32.4% | Added |
| Skaana Management L.P. | 129,300 | $1.22M | 0.19% | +425+0.3% | Added |
| Financial Architects, Inc | 130,200 | $1.23M | 0.18% | +75,200+136.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,941 | $1.27M | 0.01% | −2,400−1.8% | Reduced |
| Holocene Advisors, LP | 136,125 | $1.29M | 0.01% | +136,125 | New |
| Joel Isaacson & Co., LLC | 183,789 | $1.31M | 0.10% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 140,100 | $1.32M | 0.52% | −53,700−27.7% | Reduced |
| Magnetar Financial LLC | 143,966 | $1.36M | 0.01% | +143,966 | New |
| Colony Group LLC | 145,955 | $1.38M | 0.02% | 00.0% | Unchanged |
| Arizona State Retirement System | 145,998 | $1.38M | 0.01% | +5,360+3.8% | Added |
| Parametric Portfolio Associates LLC | 146,094 | $1.38M | 0.00% | +33,490+29.7% | Added |
| Squarepoint Ops LLC | 146,789 | $1.39M | 0.01% | +146,789 | New |
| Parallax Volatility Advisers, L.P. | 147,774 | $1.40M | 0.03% | +17,392+13.3% | Added |
| Newbridge Financial Services Group, Inc. | 148,002 | $1.40M | 0.69% | +16,550+12.6% | Added |
| Zazove Associates LLC | 150,000 | $1.42M | 0.13% | +150,000 | New |
| Vontobel Holding Ltd. | 146,254 | $1.43M | 0.01% | +46,935+47.3% | Added |
| CTC LLC | 153,165 | $1.45M | 0.03% | +153,165 | New |
| Triumph Capital Management | 153,785 | $1.45M | 0.63% | +24,469+18.9% | Added |
| Fulcrum Capital LLC | 154,757 | $1.46M | 0.39% | +25,121+19.4% | Added |
| Oppenheimer & Co Inc | 161,799 | $1.53M | 0.03% | +11,202+7.4% | Added |
| FMR LLC | 162,719 | $1.54M | 0.00% | −2,387,640−93.6% | Reduced |
| Pictet Asset Management SA | 165,780 | $1.57M | 0.00% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 171,224 | $1.62M | 0.12% | −1,749−1.0% | Reduced |
| IFP Advisors, Inc | 74,317 | $1.68M | 0.02% | +71,335+2,392.2% | Added |
| AtonRa Partners | 178,782 | $1.69M | 0.92% | +5,442+3.1% | Added |
| AQR Capital Management LLC | 179,821 | $1.70M | 0.00% | +179,821 | New |
| Advisory Services Network, LLC | 182,203 | $1.72M | 0.05% | +118,280+185.0% | Added |
| HAP Trading, LLC | 203,680 | $1.93M | 0.22% | −39,888−16.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 203,793 | $1.93M | 0.16% | −842−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 204,406 | $1.93M | 0.02% | +59,826+41.4% | Added |
| DFPG Investments, LLC | 280,052 | $2.00M | 0.78% | +159,661+132.6% | Added |
| First American Trust, FSB | 213,808 | $2.02M | 0.28% | +13,887+6.9% | Added |
| Bayesian Capital Management, LP | 215,595 | $2.04M | 0.30% | +128,095+146.4% | Added |
| Waverton Investment Management Ltd | 218,796 | $2.07M | 0.07% | +28,960+15.3% | Added |
| Asset Management One Co.,Ltd. | 219,923 | $2.08M | 0.01% | −7,297−3.2% | Reduced |
| Cinctive Capital Management LP | 229,576 | $2.17M | 0.10% | +110,185+92.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 244,211 | $2.31M | 0.01% | −10,728−4.2% | Reduced |
| Stifel Financial Corp | 246,514 | $2.33M | 0.00% | +78,675+46.9% | Added |
| Old Second National Bank of Aurora | 256,556 | $2.42M | 0.61% | +256,556 | New |
| Moors & Cabot, Inc. | 260,526 | $2.46M | 0.15% | +30,635+13.3% | Added |
| Cutler Group LP | 261,626 | $2.47M | 0.23% | −220,078−45.7% | Reduced |
| Virtu Financial LLC | 269,742 | $2.55M | 0.19% | +255,473+1,790.4% | Added |
| TownSquare Capital, LLC | 270,048 | $2.55M | 0.07% | +154,769+134.3% | Added |
| Cerity Partners LLC | 274,700 | $2.60M | 0.04% | +262,605+2,171.2% | Added |
| Baker Chad R | 276,600 | $2.61M | 0.59% | +276,600 | New |
| Wolverine Trading, LLC | 269,824 | $2.64M | 0.08% | +182,489+209.0% | Added |
| Van Eck Associates Corp | 295,126 | $2.79M | 0.01% | +295,126 | New |
| Schonfeld Strategic Advisors LLC | 312,700 | $2.96M | 0.03% | −459,400−59.5% | Reduced |
| Reynders McVeigh Capital Management, LLC | 313,854 | $2.97M | 0.18% | +144,645+85.5% | Added |
| Bluefin Capital Management, LLC | 330,835 | $3.13M | 0.54% | −95,032−22.3% | Reduced |
| State of New Jersey Common Pension Fund D | 337,930 | $3.19M | 0.01% | +19,551+6.1% | Added |
| Ameriprise Financial Inc | 340,021 | $3.21M | 0.00% | −46,903−12.1% | Reduced |
| MML Investors Services, LLC | 339,870 | $3.21M | 0.02% | +25,512+8.1% | Added |
| Balyasny Asset Management LLC | 363,800 | $3.44M | 0.02% | +363,800 | New |
| Cambridge Investment Research Advisors, Inc. | 366,227 | $3.46M | 0.02% | −40,039−9.9% | Reduced |
| HighTower Advisors, LLC | 367,703 | $3.51M | 0.01% | +260,680+243.6% | Added |
| Gillson Capital LP | 384,115 | $3.63M | 0.29% | −117,887−23.5% | Reduced |
| State of Wisconsin Investment Board | 386,253 | $3.65M | 0.01% | +46,369+13.6% | Added |
| Advisor Group Holdings, Inc. | 389,284 | $3.68M | 0.01% | +52,728+15.7% | Added |
| BIT Capital GmbH | 393,072 | $3.71M | 0.38% | +154,887+65.0% | Added |
| National Bank of Canada | 403,054 | $3.81M | 0.01% | +372,923+1,237.7% | Added |
| CAPROCK Group, Inc. | 408,228 | $3.86M | 0.36% | +113,021+38.3% | Added |
| Walleye Trading LLC | 409,907 | $3.87M | 0.08% | −826,983−66.9% | Reduced |
| Parkside Investments, LLC | 415,800 | $3.93M | 0.77% | +140,075+50.8% | Added |
| Jump Financial, LLC | 432,183 | $4.08M | 0.17% | +432,183 | New |
| Acorn Financial Advisory Services Inc | 436,377 | $4.12M | 0.83% | +6,046+1.4% | Added |
| AXA S.A. | 440,000 | $4.16M | 0.01% | +440,000 | New |
| Creative Planning | 479,683 | $4.53M | 0.01% | −241,040−33.4% | Reduced |
| First Republic Investment Management, Inc. | 534,182 | $5.05M | 0.01% | +169,816+46.6% | Added |
| Bridgecreek Investment Management, LLC | 563,450 | $5.33M | 0.79% | +329,700+141.0% | Added |
| Riverpark Capital Management LLC | 607,979 | $5.75M | 3.19% | +223,847+58.3% | Added |
| Commonwealth Equity Services, LLC | 625,894 | $5.91M | 0.01% | +127,848+25.7% | Added |
| Group One Trading, L.P. | 656,790 | $6.21M | 0.14% | −894,711−57.7% | Reduced |
| Philadelphia Trust Co | 661,385 | $6.25M | 0.49% | −390−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 671,141 | $6.34M | 0.01% | +231,686+52.7% | Added |
| California State Teachers Retirement System | 677,765 | $6.41M | 0.01% | +18,387+2.8% | Added |
| TD Asset Management Inc | 695,088 | $6.57M | 0.01% | −687,900−49.7% | Reduced |
| Hartline Investment Corp | 379,059 | $7.27M | 0.92% | +140,420+58.8% | Added |
| Raymond James & Associates | 934,299 | $8.83M | 0.01% | +161,398+20.9% | Added |
| RiverPark Advisors, LLC | 1,082,405 | $10.2M | 1.87% | +300,703+38.5% | Added |
| UBS Group AG | 1,086,768 | $10.3M | 0.00% | +88,542+8.9% | Added |
| UBS Asset Management Americas Inc | 1,118,090 | $10.6M | 0.00% | +29,087+2.7% | Added |
| Ensign Peak Advisors, Inc | 1,163,386 | $11.0M | 0.02% | +1,091,961+1,528.8% | Added |