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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.

Institutional holdersQ1 2022: 441 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ1 2022: $3.75B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2021.

Institutions holding SOFI in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−18,200−100.0%Sold out
Oxinas Partners Wealth Management LLC0$00.00%−17,633−100.0%Sold out
C2C Wealth Management, LLC0$00.00%−14,675−100.0%Sold out
Centiva Capital, LP0$00.00%−14,557−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−14,027−100.0%Sold out
Exane Derivatives0$00.00%−13,326−100.0%Sold out
Coastal Investment Advisors, Inc.0$00.00%−13,265−100.0%Sold out
Blodgett Wealth Advisors, LLC0$00.00%−13,000−100.0%Sold out
Tuttle Tactical Management0$00.00%−12,901−100.0%Sold out
180 Wealth Advisors, LLC0$00.00%−13,850−100.0%Sold out
J. Goldman & Co LP0$00.00%−12,022−100.0%Sold out
Traynor Capital Management, Inc.0$00.00%−11,953−100.0%Sold out
Pinnacle Wealth Planning Services, Inc.0$00.00%−11,500−100.0%Sold out
KMG Fiduciary Partners, LLC0$00.00%−11,094−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−10,529−100.0%Sold out
Inspire Advisors, LLC0$00.00%−10,525−100.0%Sold out
Newman Dignan & Sheerar, Inc.0$00.00%−10,148−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−9,406−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−5,875−100.0%Sold out
High Net Worth Advisory Group LLC0$00.00%−5,500−100.0%Sold out
Cornerstone Advisory, LLC0$00.00%−4,985−100.0%Sold out
Pacer Advisors, Inc.0$00.00%−4,241−100.0%Sold out
Edge Wealth Management LLC0$00.00%−2,420−100.0%Sold out
Baldwin Brothers Inc0$00.00%−2,250−100.0%Sold out
Wagner Wealth Management, LLC0$00.00%−2,273−100.0%Sold out
Amplius Wealth Advisors, LLC0$00.00%−2,020−100.0%Sold out
Mine & Arao Wealth Creation & Management, LLC.0$00.00%−1,520−100.0%Sold out
CWM, LLC0$00.00%−1,478−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−1,350−100.0%Sold out
Comprehensive Financial Consultants Institutional, Inc.0$00.00%−620−100.0%Sold out
Capital Analysts, LLC0$00.00%−240−100.0%Sold out
Delta Asset Management LLC0$00.00%−175−100.0%Sold out
Westside Investment Management, Inc.0$00.00%−200−100.0%Sold out
Bollard Group LLC0$00.00%−200−100.0%Sold out
Concord Wealth Partners0$00.00%−200−100.0%Sold out
Enterprise Financial Services Corp0$00.00%−100−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−105−100.0%Sold out
Your Advocates Ltd., LLP0$00.00%−100−100.0%Sold out
TSFG, LLC0$00.00%−100−100.0%Sold out
JJJ Advisors Inc.0$00.00%−50−100.0%Sold out
Bivin & Associates, Inc.0$00.00%−50−100.0%Sold out
Bedel Financial Consulting, Inc.0$00.00%−10−100.0%Sold out
Rinkey Investments0$00.00%−2−100.0%Sold out
Iron Horse Wealth Management, LLC0$00.00%−4−100.0%Sold out
Vantis Investment Advisers L.P.––––Not filed
Finivi Inc.––––Not filed
Biltmore Capital Advisors LLC––––Not filed
Columbia Asset Management––––Not filed
Carroll Financial Associates, Inc.––––Not filed
NEXT Financial Group, Inc––––Not filed
Reilly Financial Advisors, LLC––––Not filed
Bell Investment Advisors, Inc––––Not filed