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 |
|---|---|---|---|---|---|
| KBC Group NV | 45,893 | $434.0K | 0.00% | 00.0% | Unchanged |
| Doheny Asset Management | 45,725 | $432.0K | 0.32% | −8,434−15.6% | Reduced |
| DCF Advisers, LLC | 45,000 | $425.0K | 0.25% | +45,000 | New |
| Ergoteles LLC | 44,900 | $424.0K | 0.02% | +44,900 | New |
| Cim Investment Mangement Inc | 44,362 | $419.0K | 0.14% | +44,362 | New |
| Boston Private Wealth LLC | 43,587 | $412.0K | 0.01% | +43,587 | New |
| Creegan & Nassoura Financial Group, LLC | 42,550 | $402.0K | 0.30% | 00.0% | Unchanged |
| Shay Capital LLC | 40,000 | $378.0K | 0.14% | +40,000 | New |
| Elo Mutual Pension Insurance Co | 39,926 | $377.0K | 0.01% | +957+2.5% | Added |
| Hourglass Capital, LLC | 39,000 | $369.0K | 0.12% | +39,000 | New |
| Allstate Corp | 38,208 | $361.0K | 0.01% | −34,543−47.5% | Reduced |
| Amussen Hunsaker Associates LLC | 37,279 | $353.0K | 0.08% | +16,601+80.3% | Added |
| Robeco Institutional Asset Management B.V. | 36,984 | $350.0K | 0.00% | +12,805+53.0% | Added |
| Resources Investment Advisors, LLC. | 36,584 | $345.0K | 0.01% | +3,937+12.1% | Added |
| Davenport & Co LLC | 35,630 | $337.0K | 0.00% | +5,290+17.4% | Added |
| Allianz Asset Management GmbH | 33,631 | $318.0K | 0.00% | +8,807+35.5% | Added |
| Moseley Investment Management Inc | 33,284 | $315.0K | 0.17% | +2,407+7.8% | Added |
| Cresset Asset Management, LLC | 32,726 | $310.0K | 0.00% | +2,838+9.5% | Added |
| Claraphi Advisory Network, LLC | 32,340 | $306.0K | 0.09% | +10,550+48.4% | Added |
| Northwestern Mutual Wealth Management Co | 31,024 | $294.0K | 0.00% | +3,314+12.0% | Added |
| First National Trust Co | 30,492 | $288.0K | 0.01% | +492+1.6% | Added |
| Brown Advisory Inc | 30,182 | $285.0K | 0.00% | −24,237−44.5% | Reduced |
| 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 |
| Nomura Holdings Inc | 29,698 | $277.0K | 0.00% | +3,519+13.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 29,012 | $274.0K | 0.01% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 28,263 | $267.0K | 0.02% | +28,263 | New |
| Hennessy Advisors Inc | 28,000 | $265.0K | 0.01% | −152,500−84.5% | Reduced |
| Woodmont Investment Counsel LLC | 27,122 | $256.0K | 0.03% | +27,122 | New |
| Gladstone Institutional Advisory LLC | 27,023 | $255.0K | 0.02% | −313−1.1% | Reduced |
| Concentric Capital Strategies, LP | 26,700 | $252.0K | 0.10% | +26,700 | New |
| Yarbrough Capital, LLC | 26,000 | $246.0K | 0.01% | +26,000 | New |
| 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 |
| 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 |
| Manufacturers Life Insurance Company, The | 25,116 | $237.3K | 0.00% | +8,911+55.0% | Added |
| 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 |
| MSD Partners, L.P. | 25,000 | $236.0K | 0.01% | −50,000−66.7% | Reduced |
| Oak Harbor Wealth Partners, LLC | 24,853 | $235.0K | 0.08% | +3,053+14.0% | Added |
| Burney Co | 24,569 | $232.0K | 0.01% | +24,569 | New |
| Buckingham Strategic Wealth, LLC | 24,418 | $231.0K | 0.00% | +13,406+121.7% | Added |
| Penserra Capital Management LLC | 32,367 | $230.0K | 0.01% | −3,228−9.1% | Reduced |
| Mercer Global Advisors Inc | 24,189 | $229.0K | 0.00% | +9,272+62.2% | Added |
| American Portfolios Advisors | 23,736 | $224.3K | 0.01% | −25,890−52.2% | Reduced |
| J.W. Cole Advisors, Inc. | 22,500 | $213.0K | 0.01% | +11,600+106.4% | Added |
| Macquarie Group Ltd | 22,307 | $211.0K | 0.00% | −4,600,600−99.5% | Reduced |
| 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 |
| 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 |
| Solidarilty Wealth, LLC | 27,563 | $204.0K | 0.12% | +27,563 | New |
| Benedetti & Gucer, Inc. | 21,533 | $203.0K | 0.14% | +1,768+8.9% | Added |
| Game Plan Financial Advisors, LLC | 21,400 | $202.0K | 0.12% | +21,400 | New |
| 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 |
| Hexagon Capital Partners LLC | 20,820 | $197.0K | 0.05% | +10,900+109.9% | Added |
| CTC Capital Management, LLC | 20,600 | $195.0K | 0.52% | +20,600 | New |
| 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 |
| Steward Partners Investment Advisory, LLC | 20,210 | $191.0K | 0.00% | +2,332+13.0% | Added |
| Algert Global LLC | 20,065 | $190.0K | 0.01% | +20,065 | New |
| 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 |
| 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 |
| 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 |
| Beacon Pointe Advisors, LLC | 19,583 | $185.0K | 0.00% | +19,583 | New |
| Griffin Asset Management, Inc. | 19,485 | $184.0K | 0.02% | −4,400−18.4% | Reduced |
| Caption Management, LLC | 19,185 | $183.0K | 0.01% | −196,215−91.1% | Reduced |
| Perigon Wealth Management, LLC | 19,300 | $182.0K | 0.01% | +849+4.6% | Added |
| Pointe Capital Management LLC | 18,490 | $175.0K | 0.11% | 00.0% | Unchanged |
| Change Path, LLC | 17,799 | $168.0K | 0.01% | +17,799 | New |
| Redpoint Investment Management Pty Ltd | 17,463 | $165.0K | 0.02% | +17,463 | New |
| Visionary Wealth Advisors | 17,053 | $161.0K | 0.01% | +5,695+50.1% | 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 |
| Parallel Advisors, LLC | 15,664 | $153.0K | 0.01% | +14,385+1,124.7% | Added |
| Wealthsource Partners, LLC | 16,044 | $152.0K | 0.01% | +16,044 | New |
| Fairfield, Bush & Co. | 16,000 | $151.0K | 0.08% | +4,700+41.6% | Added |
| BBR Partners, LLC | 15,743 | $149.0K | 0.01% | +15,743 | New |
| Aspiriant, LLC | 15,633 | $148.0K | 0.01% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,500 | $146.0K | 0.10% | +5,000+47.6% | Added |
| 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 |
| Seven Eight Capital, LP | 14,633 | $138.0K | 0.02% | −99,818−87.2% | Reduced |
| Crewe Advisors LLC | 14,334 | $135.0K | 0.03% | −200−1.4% | Reduced |
| 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 |
| SFMG, LLC | 13,497 | $128.0K | 0.01% | +13,497 | New |
| Wetherby Asset Management Inc | 13,360 | $126.0K | 0.01% | +13,360 | New |
| Alliancebernstein L.P. | 13,211 | $125.0K | 0.00% | −613,777−97.9% | Reduced |
| The PNC Financial Services Group, Inc. | 12,975 | $124.0K | 0.00% | +602+4.9% | Added |