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, Q2 2022
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
- 469
- +32 vs. Q1 2022
- Shares held
- 405.3M
- +9.08M (+2.3%) vs. Q1 2022
- Total value
- $2.16B
- −$1.59B (−42.5%) vs. Q1 2022
- New holders
- 124
- 156 more added
- Sold out
- 92
- 111 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 5,000 | $26.0K | 0.00% | +3,500+233.3% | Added |
| Coastal Capital Group, Inc. | 5,380 | $28.0K | 0.01% | +2,308+75.1% | Added |
| Emerald Advisers, LLC | 5,800 | $31.0K | 0.00% | +5,800 | New |
| Umb Bank N A | 6,171 | $33.0K | 0.00% | +6,171 | New |
| Advisors Asset Management, Inc. | 6,331 | $33.0K | 0.00% | +6,331 | New |
| Exchange Traded Concepts, LLC | 6,460 | $34.0K | 0.00% | −653−9.2% | Reduced |
| PSI Advisors, LLC | 6,585 | $34.0K | 0.02% | +5,735+674.7% | Added |
| Storebrand Asset Management AS | 6,455 | $34.0K | 0.00% | 00.0% | Unchanged |
| Swedbank AB | 6,744 | $35.5K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,055 | $37.0K | 0.01% | +1,220+20.9% | Added |
| CWM, LLC | 7,304 | $38.0K | 0.00% | +7,304 | New |
| KBC Group NV | 7,479 | $39.0K | 0.00% | −38,414−83.7% | Reduced |
| American International Group, Inc. | 8,319 | $44.0K | 0.00% | +8,319 | New |
| Asset Management One Co.,Ltd. | 9,297 | $48.0K | 0.00% | −210,626−95.8% | Reduced |
| Banque Cantonale Vaudoise | 9,118 | $49.0K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 9,434 | $50.0K | 0.03% | +1,570+20.0% | Added |
| Signaturefd, LLC | 9,810 | $52.0K | 0.00% | +28+0.3% | Added |
| Seeyond | 10,367 | $54.0K | 0.01% | +10,367 | New |
| Steel Peak Wealth Management LLC | 10,340 | $54.0K | 0.00% | +10,340 | New |
| Continuum Advisory, LLC | 10,235 | $54.0K | 0.01% | +10,235 | New |
| Manufacturers Life Insurance Company, The | 10,568 | $55.7K | 0.00% | −14,548−57.9% | Reduced |
| Evercore Wealth Management, LLC | 10,849 | $57.0K | 0.00% | 00.0% | Unchanged |
| SOL Capital Management CO | 10,735 | $57.0K | 0.01% | +10,735 | New |
| US Bancorp | 10,941 | $58.0K | 0.00% | +7,926+262.9% | Added |
| KMG Fiduciary Partners, LLC | 11,094 | $58.0K | 0.01% | +11,094 | New |
| Inspire Advisors, LLC | 10,925 | $58.0K | 0.02% | +10,925 | New |
| Archford Capital Strategies, LLC | 11,115 | $59.0K | 0.01% | 00.0% | Unchanged |
| Krilogy Financial LLC | 11,399 | $60.0K | 0.01% | −500−4.2% | Reduced |
| CIBC World Markets Inc. | 11,587 | $61.0K | 0.00% | −43,178−78.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,559 | $61.0K | 0.02% | +126+1.1% | Added |
| Pearl River Capital, LLC | 11,600 | $61.0K | 0.01% | +11,600 | New |
| The PNC Financial Services Group, Inc. | 11,893 | $62.0K | 0.00% | −1,082−8.3% | Reduced |
| McAlister, Sweet & Associates, Inc. | 11,700 | $62.0K | 0.06% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,949 | $63.0K | 0.01% | −427−3.5% | Reduced |
| SkyOak Wealth, LLC | 12,044 | $63.0K | 0.02% | +12,044 | New |
| 180 Wealth Advisors, LLC | 11,825 | $64.0K | 0.02% | +11,825 | New |
| Prostatis Group LLC | 12,200 | $64.3K | 0.10% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 12,300 | $65.0K | 0.02% | +12,300 | New |
| Snowden Capital Advisors LLC | 12,574 | $66.0K | 0.00% | +2,024+19.2% | Added |
| Journey Strategic Wealth LLC | 12,547 | $66.0K | 0.01% | +12,547 | New |
| Well Done, LLC | 12,705 | $67.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,857 | $68.0K | 0.00% | −12,170−48.6% | Reduced |
| Good Life Advisors, LLC | 12,880 | $68.0K | 0.01% | +12,880 | New |
| Gofen & Glossberg LLC | 13,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 13,360 | $70.0K | 0.01% | +411+3.2% | Added |
| Integrated Wealth Concepts LLC | 13,448 | $71.0K | 0.00% | +13,448 | New |
| Independent Wealth Network Inc. | 13,849 | $73.0K | 0.05% | +2,569+22.8% | Added |
| CoreCap Advisors, LLC | 13,806 | $73.0K | 0.01% | +13,806 | New |
| Parallel Advisors, LLC | 14,111 | $74.0K | 0.00% | −1,553−9.9% | Reduced |
| Elkhorn Partners Limited Partnership | 14,000 | $74.0K | 0.05% | +14,000 | New |
| Marathon Trading Investment Management LLC | 14,000 | $74.0K | 0.04% | +14,000 | New |
| Hudock, Inc. | 14,414 | $75.0K | 0.03% | +5,115+55.0% | Added |
| First Capital Advisors Group, LLC. | 14,163 | $75.0K | 0.05% | +14,163 | New |
| Coastal Investment Advisors, Inc. | 13,815 | $75.0K | 0.02% | +13,815 | New |
| Xponance, Inc. | 14,412 | $76.0K | 0.00% | +14,412 | New |
| Fairfield, Bush & Co. | 14,700 | $77.0K | 0.05% | −1,300−8.1% | Reduced |
| Capital Advisors Wealth Management, LLC | 14,858 | $78.0K | 0.03% | +2,384+19.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 14,807 | $78.0K | 0.01% | +14,807 | New |
| Magnetar Financial LLC | 14,914 | $79.0K | 0.00% | −129,052−89.6% | Reduced |
| Wealthsource Partners, LLC | 14,939 | $79.0K | 0.01% | −1,105−6.9% | Reduced |
| K2 Principal Fund, L.P. | 15,000 | $79.0K | 0.01% | +15,000 | New |
| Millennium Management LLC | 15,340 | $81.0K | 0.00% | −2,316,310−99.3% | Reduced |
| Transcend Wealth Collective, LLC | 15,325 | $81.0K | 0.01% | −1,350−8.1% | Reduced |
| Aspiriant, LLC | 15,633 | $82.0K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,500 | $82.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,486 | $82.0K | 0.00% | +15,486 | New |
| Concorde Asset Management, LLC | 15,500 | $82.0K | 0.12% | +15,500 | New |
| Traynor Capital Management, Inc. | 15,695 | $82.0K | 0.01% | +15,695 | New |
| American Century Companies Inc | 15,765 | $83.0K | 0.00% | +15,765 | New |
| Crewe Advisors LLC | 16,334 | $86.0K | 0.02% | +2,000+14.0% | Added |
| Bensler, LLC | 16,390 | $86.4K | 0.02% | +16,390 | New |
| MetLife Investment Management | 16,747 | $88.3K | 0.00% | +16,747 | New |
| Vivaldi Capital Management, LLC | 16,859 | $89.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 17,157 | $91.0K | 0.02% | −7,006−29.0% | Reduced |
| Redpoint Investment Management Pty Ltd | 17,463 | $92.0K | 0.01% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 17,493 | $92.0K | 0.04% | +2,860+19.5% | Added |
| M&T Bank Corp | 17,669 | $93.0K | 0.00% | +17,669 | New |
| XR Securities LLC | 17,772 | $94.0K | 0.05% | −1,901−9.7% | Reduced |
| Walkner Condon Financial Advisors LLC | 18,256 | $96.0K | 0.03% | +18,256 | New |
| Pointe Capital Management LLC | 18,490 | $97.0K | 0.07% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 18,700 | $99.0K | 0.21% | +18,700 | New |
| Hourglass Capital, LLC | 19,000 | $100.0K | 0.04% | −20,000−51.3% | Reduced |
| Chiron Capital Management, LLC | 18,960 | $100.0K | 0.06% | +18,960 | New |
| Brown Advisory Inc | 19,198 | $101.0K | 0.00% | −10,984−36.4% | Reduced |
| Claraphi Advisory Network, LLC | 19,442 | $102.0K | 0.04% | −12,898−39.9% | Reduced |
| Chilton Investment Co LLC | 19,428 | $102.0K | 0.00% | +19,428 | New |
| Aigen Investment Management, LP | 19,292 | $102.0K | 0.02% | +19,292 | New |
| Jefferies Group LLC | 19,392 | $102.2K | 0.00% | +19,392 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,628 | $103.0K | 0.00% | −114,313−85.3% | Reduced |
| Silicon Hills Wealth Management, LLC | 19,792 | $104.0K | 0.08% | 00.0% | Unchanged |
| Resolute Partners Group | 19,827 | $104.0K | 0.01% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 19,682 | $104.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20,000 | $105.0K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 19,853 | $105.0K | 0.01% | +2,800+16.4% | Added |
| Cubist Systematic Strategies, LLC | 20,100 | $106.0K | 0.00% | −53,699−72.8% | Reduced |
| Adviser Investments LLC | 20,050 | $106.0K | 0.01% | +5,081+33.9% | Added |
| Empowered Funds, LLC | 20,077 | $106.0K | 0.01% | +20,077 | New |
| Gladstone Institutional Advisory LLC | 20,243 | $107.0K | 0.01% | −6,780−25.1% | Reduced |
| Sigma Planning Corp | 20,679 | $109.0K | 0.00% | −4,371−17.4% | Reduced |
| Xcel Wealth Management, LLC | 20,730 | $109.0K | 0.04% | −1,300−5.9% | Reduced |