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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 394 | $4.00K | 0.00% | +94+31.3% | Added |
| Zions Bancorporation, N.A. | 410 | $4.00K | 0.00% | +410 | New |
| Laurel Wealth Advisors LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 413 | $3.00K | 0.00% | +413 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 233 | $2.00K | 0.00% | +55+30.9% | Added |
| Centerpoint Advisors, LLC | 200 | $2.00K | 0.00% | +200 | New |
| Tucker Asset Management LLC | 156 | $1.47K | 0.00% | +156 | New |
| West Paces Advisors Inc. | 120 | $1.13K | 0.00% | +30+33.3% | Added |
| Ahrens Investment Partners LLC | 80 | $1.00K | 0.00% | −150−65.2% | Reduced |
| Fifth Third Bancorp | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 114 | $1.00K | 0.00% | +4+3.6% | Added |
| SJS Investment Consulting Inc. | 134 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $1.00K | 0.00% | +40+66.7% | Added |
| Kistler-Tiffany Companies, LLC | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 75 | $1.00K | 0.00% | +75 | New |
| Moisand Fitzgerald Tamayo, LLC | 153 | $1.00K | 0.00% | +153 | New |
| Horan Securities, Inc. | 100 | $1.00K | 0.00% | +100 | New |
| Clear Street LLC | 100 | $1.00K | 0.00% | +100 | New |
| Castleview Partners, LLC | 200 | $1.00K | 0.00% | −2,962−93.7% | Reduced |
| O'Dell Group, LLC | 55 | $1.00K | 0.00% | +55 | New |
| Liberty One Investment Management, LLC | 129 | $1.00K | 0.00% | +129 | New |
| TCWP LLC | 198 | $1.00K | 0.00% | +198 | New |
| Worth Asset Management, LLC | 150 | $1.00K | 0.00% | +150 | New |
| Fairfield Financial Advisors, LTD | 100 | $945 | 0.00% | +100 | New |
| Lazard Asset Management LLC | 28 | $0 | 0.00% | −25,915−99.9% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24 | $0 | 0.00% | −30−55.6% | Reduced |
| Ellis Investment Partners, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $0 | 0.00% | +30 | New |
| Oliver Lagore Vanvalin Investment Group | 15 | $0 | 0.00% | +15 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −6,932,206−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −2,272,428−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −1,338,067−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −1,255,263−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −775,921−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −758,424−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −647,030−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −460,434−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −369,551−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −352,712−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −318,300−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −290,467−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −288,900−100.0% | Sold out |
| Venator Capital Management Ltd. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Belmont Capital, LLC | 0 | $0 | 0.00% | −242,350−100.0% | Sold out |
| Baltimore-Washington Financial Advisors, Inc. | 0 | $0 | 0.00% | −238,981−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −205,521−100.0% | Sold out |
| Anderson Hoagland & Co | 0 | $0 | 0.00% | −236,361−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −169,174−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −129,968−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −126,563−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −120,100−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −119,494−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −94,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −94,013−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −89,510−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −79,443−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −64,111−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −62,414−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −61,072−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −49,819−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −43,439−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −42,888−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −37,596−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −38,246−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −33,960−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −32,991−100.0% | Sold out |
| Point Break Capital Management, LLC | 0 | $0 | 0.00% | −30,540−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −30,370−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −29,258−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −27,051−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −25,882−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −25,165−100.0% | Sold out |
| Caliber Wealth Management, LLC | 0 | $0 | 0.00% | −29,392−100.0% | Sold out |
| Stock Yards Bank & Trust Co | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −22,464−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −20,850−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −19,684−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,304−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −19,892−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −18,403−100.0% | Sold out |