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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 74,317 | $1.68M | 0.02% | +71,335+2,392.2% | Added |
| CWA Asset Management Group, LLC | 171,224 | $1.62M | 0.12% | −1,749−1.0% | Reduced |
| Pictet Asset Management SA | 165,780 | $1.57M | 0.00% | 00.0% | Unchanged |
| FMR LLC | 162,719 | $1.54M | 0.00% | −2,387,640−93.6% | Reduced |
| Oppenheimer & Co Inc | 161,799 | $1.53M | 0.03% | +11,202+7.4% | Added |
| Fulcrum Capital LLC | 154,757 | $1.46M | 0.39% | +25,121+19.4% | Added |
| Triumph Capital Management | 153,785 | $1.45M | 0.63% | +24,469+18.9% | Added |
| CTC LLC | 153,165 | $1.45M | 0.03% | +153,165 | New |
| Vontobel Holding Ltd. | 146,254 | $1.43M | 0.01% | +46,935+47.3% | Added |
| Zazove Associates LLC | 150,000 | $1.42M | 0.13% | +150,000 | New |
| Newbridge Financial Services Group, Inc. | 148,002 | $1.40M | 0.69% | +16,550+12.6% | Added |
| Parallax Volatility Advisers, L.P. | 147,774 | $1.40M | 0.03% | +17,392+13.3% | Added |
| Squarepoint Ops LLC | 146,789 | $1.39M | 0.01% | +146,789 | New |
| Parametric Portfolio Associates LLC | 146,094 | $1.38M | 0.00% | +33,490+29.7% | Added |
| Arizona State Retirement System | 145,998 | $1.38M | 0.01% | +5,360+3.8% | Added |
| Colony Group LLC | 145,955 | $1.38M | 0.02% | 00.0% | Unchanged |
| Magnetar Financial LLC | 143,966 | $1.36M | 0.01% | +143,966 | New |
| Patient Capital Management, LLC | 140,100 | $1.32M | 0.52% | −53,700−27.7% | Reduced |
| Joel Isaacson & Co., LLC | 183,789 | $1.31M | 0.10% | 00.0% | Unchanged |
| Holocene Advisors, LP | 136,125 | $1.29M | 0.01% | +136,125 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 133,941 | $1.27M | 0.01% | −2,400−1.8% | Reduced |
| Financial Architects, Inc | 130,200 | $1.23M | 0.18% | +75,200+136.7% | Added |
| Skaana Management L.P. | 129,300 | $1.22M | 0.19% | +425+0.3% | Added |
| Natixis | 127,860 | $1.21M | 0.00% | +31,271+32.4% | Added |
| Atria Wealth Solutions, Inc. | 127,318 | $1.20M | 0.02% | +127,318 | New |
| Once Capital Management, LLC | 126,700 | $1.20M | 1.09% | +126,700 | New |
| Central Trust Co | 124,615 | $1.18M | 0.03% | +10,271+9.0% | Added |
| Great West Life Assurance Co | 117,886 | $1.18M | 0.00% | −4,684−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 122,480 | $1.16M | 0.05% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 120,613 | $1.14M | 0.01% | +51,575+74.7% | Added |
| MMBG Investment Advisors Co. | 120,280 | $1.14M | 0.12% | +93,130+343.0% | Added |
| Stansberry Asset Management, LLC | 118,441 | $1.12M | 0.20% | +7,160+6.4% | Added |
| Toronto Dominion Bank | 112,323 | $1.06M | 0.00% | +10,460+10.3% | Added |
| Parsec Financial Management, Inc. | 110,000 | $1.04M | 0.04% | +110,000 | New |
| Teacher Retirement System of Texas | 109,588 | $1.04M | 0.01% | +9,959+10.0% | Added |
| Pegasus Asset Management, Inc. | 107,182 | $1.01M | 0.44% | +3,541+3.4% | Added |
| Truist Financial Corp | 103,311 | $977.0K | 0.00% | +36,929+55.6% | Added |
| TD Waterhouse Canada Inc. | 88,045 | $971.3K | 0.01% | −155,522−63.9% | Reduced |
| Pathstone Family Office, LLC | 102,206 | $966.0K | 0.02% | −82,354−44.6% | Reduced |
| AlphaStar Capital Management, LLC | 101,334 | $958.0K | 0.08% | +39,072+62.8% | Added |
| San Luis Wealth Advisors LLC | 60,004 | $949.0K | 0.46% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 99,400 | $939.3K | 0.01% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 99,140 | $937.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 98,676 | $932.5K | 0.08% | +60,361+157.5% | Added |
| Strategic Wealth Advisors Group, LLC | 98,802 | $929.0K | 0.04% | +64,529+188.3% | Added |
| CIBC Private Wealth Group, LLC | 97,829 | $925.0K | 0.00% | +23,565+31.7% | Added |
| Invesco Ltd. | 93,106 | $880.0K | 0.00% | +1,339+1.5% | Added |
| Aviva PLC | 91,777 | $867.0K | 0.00% | +91,777 | New |
| Aldebaran Financial Inc. | 91,671 | $866.0K | 0.71% | +29,450+47.3% | Added |
| HSBC Holdings PLC | 86,974 | $823.0K | 0.00% | −48,887−36.0% | Reduced |
| SG Americas Securities, LLC | 85,461 | $808.0K | 0.01% | −90,176−51.3% | Reduced |
| Cetera Advisors LLC | 85,433 | $807.0K | 0.02% | +9,425+12.4% | Added |
| Gainplan LLC | 84,353 | $797.0K | 0.61% | +84,353 | New |
| Vigilare Wealth Management | 81,901 | $774.0K | 0.64% | −25,627−23.8% | Reduced |
| 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 |
| Firethorn Wealth Partners, LLC | 78,529 | $742.0K | 0.56% | +26,141+49.9% | Added |
| Sandy Spring Bank | 78,280 | $740.0K | 0.04% | +10,889+16.2% | Added |
| IFM Investors Pty Ltd | 77,796 | $735.0K | 0.01% | +18,553+31.3% | Added |
| Kestra Advisory Services, LLC | 76,907 | $727.0K | 0.01% | +21,327+38.4% | Added |
| Public Employees Retirement Association of Colorado | 76,520 | $723.0K | 0.00% | −5,219−6.4% | Reduced |
| Golden Green, Inc. | 76,128 | $719.0K | 0.59% | +76,128 | New |
| Miracle Mile Advisors, LLC | 75,693 | $715.0K | 0.03% | +75,693 | New |
| 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 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 74,095 | $700.0K | 0.01% | −185,900−71.5% | Reduced |
| Avestar Capital, LLC | 73,852 | $698.0K | 0.13% | −866−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 73,799 | $697.0K | 0.01% | +73,799 | New |
| Mariner, LLC | 71,981 | $680.0K | 0.00% | +45,198+168.8% | Added |
| B. Riley Wealth Management, Inc. | 71,700 | $678.0K | 0.05% | +11,445+19.0% | Added |
| HST Ventures, LLC | 71,274 | $674.0K | 0.55% | +71,274 | New |
| M Holdings Securities, Inc. | 71,200 | $673.0K | 0.05% | +71,200 | New |
| DnB Asset Management AS | 69,187 | $653.8K | 0.00% | +15,759+29.5% | Added |
| National Asset Management, Inc. | 63,462 | $600.0K | 0.02% | +10,417+19.6% | Added |
| Consolidated Investment Group LLC | 63,000 | $595.0K | 0.10% | +7,500+13.5% | Added |
| Means Investment Co., Inc. | 60,499 | $572.0K | 0.10% | +49,839+467.5% | Added |
| Kestra Private Wealth Services, LLC | 59,336 | $561.0K | 0.03% | −10,650−15.2% | Reduced |
| Korea Investment CORP | 58,500 | $553.0K | 0.00% | −77,000−56.8% | Reduced |
| 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 |
| B & T Capital Management DBA Alpha Capital Management | 57,783 | $546.0K | 0.12% | +28,484+97.2% | Added |
| SG3 Management, LLC | 57,500 | $543.0K | 0.15% | +28,500+98.3% | Added |
| Total Clarity Wealth Management, Inc. | 57,090 | $540.0K | 0.30% | +600+1.1% | Added |
| Lincoln National Corp | 56,782 | $536.0K | 0.01% | +1,668+3.0% | Added |
| Valeo Financial Advisors, LLC | 56,664 | $535.0K | 0.03% | +23,315+69.9% | Added |
| Rockefeller Capital Management L.P. | 55,946 | $528.0K | 0.00% | +9,899+21.5% | Added |
| Envestnet Asset Management Inc | 55,567 | $525.0K | 0.00% | +6,197+12.6% | 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 |
| CIBC World Markets Inc. | 54,765 | $518.0K | 0.00% | +2,454+4.7% | Added |
| Janus Henderson Group PLC | 53,426 | $505.0K | 0.00% | +315+0.6% | Added |
| JustInvest LLC | 52,878 | $500.0K | 0.02% | −4,257−7.5% | Reduced |
| Daiwa Securities Group Inc. | 50,811 | $480.0K | 0.00% | +6,821+15.5% | Added |
| International Assets Investment Management, LLC | 48,350 | $457.0K | 0.08% | +28,600+144.8% | Added |
| Sepio Capital, LP | 47,345 | $447.0K | 0.04% | +47,345 | New |
| Stratos Wealth Partners, LTD. | 47,248 | $446.0K | 0.01% | +17,615+59.4% | Added |
| NewEdge Wealth, LLC | 47,000 | $444.0K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 46,325 | $438.0K | 0.20% | +10,825+30.5% | Added |
| DuPont Capital Management Corp | 46,294 | $437.0K | 0.02% | +3,836+9.0% | Added |
| Panagora Asset Management Inc | 46,074 | $435.0K | 0.00% | +46,074 | New |