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 |
|---|---|---|---|---|---|
| Boenning & Scattergood, Inc. | 13,150 | $124.0K | 0.02% | +13,150 | New |
| Gofen & Glossberg LLC | 13,000 | $123.0K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 12,949 | $122.0K | 0.02% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 12,920 | $122.0K | 0.01% | +12,920 | New |
| Well Done, LLC | 12,705 | $120.0K | 0.02% | 00.0% | Unchanged |
| Principal Financial Group Inc | 12,732 | $120.0K | 0.00% | +206+1.6% | Added |
| Foresight Wealth Management, LLC | 12,497 | $118.0K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 12,474 | $118.0K | 0.04% | +12,474 | New |
| Lindbrook Capital, LLC | 12,376 | $117.0K | 0.02% | +1,900+18.1% | Added |
| Prostatis Group LLC | 12,200 | $115.3K | 0.09% | +12,200 | New |
| Vivaldi Capital Management, LLC | 16,859 | $114.0K | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 11,849 | $112.0K | 0.00% | 00.0% | Unchanged |
| Krilogy Financial LLC | 11,899 | $112.0K | 0.01% | +11,899 | New |
| McAlister, Sweet & Associates, Inc. | 11,700 | $111.0K | 0.12% | +11,700 | New |
| Franklin Resources Inc | 11,545 | $109.0K | 0.00% | −5,142,731−99.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,433 | $108.0K | 0.03% | +110+1.0% | Added |
| Bank of Nova Scotia | 11,281 | $107.0K | 0.00% | +11,281 | New |
| Independent Wealth Network Inc. | 11,280 | $107.0K | 0.07% | +11,280 | New |
| Fiduciary Trust Co | 11,176 | $106.0K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 11,200 | $106.0K | 0.01% | +11,200 | New |
| Evercore Wealth Management, LLC | 10,849 | $103.0K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 10,903 | $103.0K | 0.02% | +10,903 | New |
| HBK Sorce Advisory LLC | 10,722 | $101.0K | 0.01% | −1,911−15.1% | Reduced |
| Archford Capital Strategies, LLC | 11,115 | $101.0K | 0.02% | +85+0.8% | Added |
| Snowden Capital Advisors LLC | 10,550 | $99.0K | 0.00% | −13,434−56.0% | Reduced |
| Blair William & Co | 10,409 | $98.0K | 0.00% | +10,409 | New |
| Psagot Value Holdings Ltd. / (Israel) | 10,000 | $95.0K | 0.02% | +5,500+122.2% | Added |
| ExodusPoint Capital Management, LP | 10,100 | $95.0K | 0.00% | +10,100 | New |
| Signaturefd, LLC | 9,782 | $92.0K | 0.00% | +353+3.7% | Added |
| Hudock, Inc. | 9,299 | $87.0K | 0.02% | −5,304−36.3% | Reduced |
| Banque Cantonale Vaudoise | 9,118 | $85.0K | 0.00% | −19,548−68.2% | Reduced |
| Vestcor Inc | 8,292 | $78.0K | 0.00% | +1,916+30.1% | Added |
| Carolinas Wealth Consulting LLC | 8,000 | $76.0K | 0.02% | +8,000 | New |
| Exos Asset Management LLC | 7,864 | $74.0K | 0.03% | −938−10.7% | Reduced |
| Arkadios Wealth Advisors | 7,671 | $72.0K | 0.01% | +7,671 | New |
| Exchange Traded Concepts, LLC | 7,113 | $67.0K | 0.00% | +1,221+20.7% | Added |
| Swedbank AB | 6,744 | $63.7K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 6,455 | $61.0K | 0.00% | +3,460+115.5% | Added |
| Reitz Capital Advisors LLC | 5,900 | $56.0K | 0.04% | +5,900 | New |
| Tradition Wealth Management, LLC | 5,835 | $55.0K | 0.01% | +5,675+3,546.9% | Added |
| FNY Investment Advisers, LLC | 5,000 | $47.0K | 0.04% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 4,650 | $44.0K | 0.01% | +1,500+47.6% | Added |
| Tower Research Capital LLC (TRC) | 4,590 | $43.0K | 0.00% | +1,050+29.7% | Added |
| Albion Financial Group | 4,241 | $40.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3,760 | $36.0K | 0.03% | +250+7.1% | Added |
| Ancora Advisors, LLC | 3,670 | $35.0K | 0.00% | +570+18.4% | Added |
| Evoke Wealth, LLC | 3,500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,375 | $32.0K | 0.00% | +1,875+125.0% | Added |
| Hantz Financial Services, Inc. | 3,274 | $31.0K | 0.00% | +774+31.0% | Added |
| SRS Capital Advisors, Inc. | 3,269 | $31.0K | 0.00% | +3,047+1,372.5% | Added |
| SOA Wealth Advisors, LLC. | 3,200 | $30.0K | 0.01% | +1,700+113.3% | Added |
| Herold Advisors, Inc. | 3,100 | $29.3K | 0.01% | +3,100 | New |
| Coastal Capital Group, Inc. | 3,072 | $29.0K | 0.01% | +753+32.5% | Added |
| US Bancorp | 3,015 | $28.0K | 0.00% | +2,000+197.0% | Added |
| AdvisorNet Financial, Inc | 2,900 | $27.0K | 0.00% | +530+22.4% | Added |
| Washington Trust Co | 2,738 | $26.0K | 0.00% | +2,738 | New |
| Koshinski Asset Management, Inc. | 2,580 | $24.4K | 0.00% | +2,530+5,060.0% | Added |
| NVWM, LLC | 2,322 | $22.0K | 0.01% | −1,000−30.1% | Reduced |
| 1832 Asset Management L.P. | 2,400 | $22.0K | 0.00% | +2,400 | New |
| Clearstead Advisors, LLC | 2,240 | $21.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $21.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,260 | $21.0K | 0.00% | +2,260 | New |
| Elequin Capital LP | 1,889 | $18.0K | 0.00% | +1,889 | New |
| Manchester Capital Management LLC | 1,599 | $15.0K | 0.00% | +769+92.7% | Added |
| NewSquare Capital LLC | 1,500 | $14.0K | 0.00% | +200+15.4% | Added |
| Optimum Investment Advisors | 1,395 | $13.0K | 0.01% | −80−5.4% | Reduced |
| Credit Agricole S A | 1,350 | $13.0K | 0.00% | +1,350 | New |
| FSC Wealth Advisors, LLC | 1,300 | $12.0K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 1,250 | $12.0K | 0.01% | +1,250 | New |
| Pin Oak Investment Advisors Inc | 1,100 | $10.0K | 0.01% | +200+22.2% | Added |
| Corbenic Partners LLC | 910 | $9.00K | 0.00% | +110+13.8% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 1,000 | $9.00K | 0.00% | +400+66.7% | Added |
| Money Concepts Capital Corp | 1,005 | $9.00K | 0.00% | +1,005 | New |
| Quadrant Capital Group LLC | 926 | $9.00K | 0.00% | +926 | New |
| BDO Wealth Advisors, LLC | 1,000 | $9.00K | 0.00% | +1,000 | New |
| Simplex Trading, LLC | 860 | $8.00K | 0.00% | −1,328,044−99.9% | Reduced |
| PSI Advisors, LLC | 850 | $8.00K | 0.00% | −10,235−92.3% | Reduced |
| Focused Wealth Management, Inc | 800 | $8.00K | 0.00% | −800−50.0% | Reduced |
| Covington Capital Management | 800 | $8.00K | 0.00% | +800 | New |
| Larson Financial Group LLC | 725 | $7.00K | 0.00% | −35−4.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 725 | $7.00K | 0.00% | +25+3.6% | Added |
| Cambridge Trust Co | 752 | $7.00K | 0.00% | +630+516.4% | Added |
| Evermay Wealth Management LLC | 600 | $6.00K | 0.00% | −775−56.4% | Reduced |
| TCI Wealth Advisors, Inc. | 630 | $6.00K | 0.00% | −389−38.2% | Reduced |
| Private Capital Group, LLC | 590 | $6.00K | 0.00% | −10−1.7% | Reduced |
| Dravo Bay LLC | 578 | $5.46K | 0.00% | +578 | New |
| Salem Investment Counselors Inc | 550 | $5.00K | 0.00% | −180−24.7% | Reduced |
| Proequities, Inc. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 525 | $5.00K | 0.00% | +250+90.9% | Added |
| Stephenson National Bank & Trust | 500 | $5.00K | 0.00% | +500 | New |
| Bellwether Advisors, LLC | 605 | $5.00K | 0.00% | +605 | New |
| Stephens Consulting, LLC | 500 | $4.72K | 0.00% | −500−50.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 430 | $4.00K | 0.00% | −976−69.4% | Reduced |
| Massmutual Trust Co FSB | 464 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 458 | $4.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 460 | $4.00K | 0.00% | +110+31.4% | Added |
| Peoples Financial Services Corp. | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 397 | $4.00K | 0.00% | +52+15.1% | Added |