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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 20,946 | $110.0K | 0.01% | +5,203+33.0% | Added |
| Emerald Mutual Fund Advisers Trust | 20,978 | $111.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 21,239 | $112.0K | 0.01% | −3,330−13.6% | Reduced |
| Beacon Pointe Advisors, LLC | 21,192 | $113.0K | 0.00% | +1,609+8.2% | Added |
| Benedetti & Gucer, Inc. | 21,533 | $114.0K | 0.08% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 21,626 | $114.0K | 0.00% | +1,416+7.0% | Added |
| Keystone Financial Group | 21,785 | $115.0K | 0.02% | +21,785 | New |
| Central Trust Co | 22,010 | $116.0K | 0.00% | −102,605−82.3% | Reduced |
| DDD Partners, LLC | 22,000 | $116.0K | 0.02% | +22,000 | New |
| Kovack Advisors, Inc. | 22,275 | $117.0K | 0.02% | −3,715−14.3% | Reduced |
| Zullo Investment Group, Inc. | 22,275 | $117.0K | 0.07% | +350+1.6% | Added |
| Man Group plc | – | $117.0K | 0.00% | – | New |
| Perigon Wealth Management, LLC | 22,300 | $118.0K | 0.01% | +3,000+15.5% | Added |
| Gotham Asset Management, LLC | 22,695 | $120.0K | 0.00% | −7,067−23.7% | Reduced |
| Game Plan Financial Advisors, LLC | 23,300 | $123.0K | 0.10% | +1,900+8.9% | Added |
| Harbor Investment Advisory, LLC | 23,612 | $124.0K | 0.02% | +23,612 | New |
| Oak Harbor Wealth Partners, LLC | 23,800 | $125.0K | 0.05% | −1,053−4.2% | Reduced |
| J.W. Cole Advisors, Inc. | 24,400 | $129.0K | 0.01% | +1,900+8.4% | Added |
| Macquarie Group Ltd | 24,600 | $130.0K | 0.00% | +2,293+10.3% | Added |
| Orion Portfolio Solutions, LLC | 24,821 | $131.0K | 0.01% | +2,850+13.0% | Added |
| Hexagon Capital Partners LLC | 24,920 | $131.0K | 0.04% | +4,100+19.7% | Added |
| Zions Bancorporation, N.A. | 24,866 | $131.0K | 0.01% | +24,456+5,964.9% | Added |
| MSD Partners, L.P. | 25,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 25,650 | $135.2K | 0.01% | +1,914+8.1% | Added |
| Buckingham Strategic Wealth, LLC | 25,774 | $136.0K | 0.00% | +1,356+5.6% | Added |
| Perennial Investment Advisors, LLC | 25,816 | $136.0K | 0.05% | +25,816 | New |
| Mercer Global Advisors Inc | 25,978 | $137.0K | 0.00% | +1,789+7.4% | Added |
| Daiwa Securities Group Inc. | 26,376 | $139.0K | 0.00% | −24,435−48.1% | Reduced |
| Garde Capital, Inc. | 26,762 | $141.0K | 0.02% | +878+3.4% | Added |
| Pictet Asset Management SA | 26,978 | $142.0K | 0.00% | −138,802−83.7% | Reduced |
| Integrated Advisors Network LLC | 27,458 | $145.0K | 0.01% | +27,458 | New |
| Soltis Investment Advisors LLC | 29,166 | $154.0K | 0.02% | +29,166 | New |
| Equitable Holdings, Inc. | 29,497 | $155.0K | 0.00% | +3,577+13.8% | Added |
| Great West Life Assurance Co | 29,544 | $156.0K | 0.00% | −88,342−74.9% | Reduced |
| KRS Capital Management, LLC | 29,850 | $157.0K | 0.22% | +4,350+17.1% | Added |
| Private Trust Co NA | 30,000 | $158.0K | 0.02% | +30,000 | New |
| Avestar Capital, LLC | 30,140 | $159.0K | 0.04% | −43,712−59.2% | Reduced |
| GWM Advisors LLC | 30,654 | $162.0K | 0.00% | +30,654 | New |
| First National Trust Co | 31,025 | $164.0K | 0.01% | +533+1.7% | Added |
| Arkadios Wealth Advisors | 31,329 | $165.0K | 0.02% | +23,658+308.4% | Added |
| Tower Research Capital LLC (TRC) | 31,295 | $165.0K | 0.00% | +26,705+581.8% | Added |
| Davenport & Co LLC | 31,535 | $166.0K | 0.00% | −4,095−11.5% | Reduced |
| Regal Investment Advisors LLC | 31,886 | $168.0K | 0.02% | +3,623+12.8% | Added |
| Fortis Advisors, LLC | 31,900 | $168.0K | 0.11% | +17,800+126.2% | Added |
| Cresset Asset Management, LLC | 32,102 | $169.0K | 0.00% | −624−1.9% | Reduced |
| Albion Financial Group | 32,830 | $173.0K | 0.02% | +28,589+674.1% | Added |
| V Wealth Advisors LLC | 33,779 | $178.0K | 0.03% | +33,779 | New |
| Korea Investment CORP | 35,530 | $187.0K | 0.00% | −22,970−39.3% | Reduced |
| Wedbush Securities Inc | 35,607 | $188.0K | 0.01% | +35,607 | New |
| Northwestern Mutual Wealth Management Co | 35,786 | $189.0K | 0.00% | +4,762+15.3% | Added |
| Penserra Capital Management LLC | 36,125 | $189.0K | 0.01% | +3,758+11.6% | Added |
| Prudential Financial Inc | 34,469 | $191.0K | 0.00% | +34,469 | New |
| Sandy Spring Bank | 36,676 | $194.0K | 0.01% | −41,604−53.1% | Reduced |
| Foresight Wealth Management, LLC | 36,845 | $194.0K | 0.07% | +24,348+194.8% | Added |
| Amussen Hunsaker Associates LLC | 37,279 | $196.0K | 0.06% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 37,122 | $196.0K | 0.02% | +10,000+36.9% | Added |
| Harbour Investments, Inc. | 37,225 | $196.0K | 0.01% | +37,225 | New |
| Highlander Capital Management, LLC | 37,500 | $198.0K | 0.11% | −8,825−19.1% | Reduced |
| Moseley Investment Management Inc | 38,083 | $201.0K | 0.14% | +4,799+14.4% | Added |
| Cutler Group LP | 39,740 | $209.0K | 0.03% | −221,886−84.8% | Reduced |
| Resources Investment Advisors, LLC. | 39,665 | $209.0K | 0.01% | +3,081+8.4% | Added |
| Total Clarity Wealth Management, Inc. | 40,440 | $213.0K | 0.11% | −16,650−29.2% | Reduced |
| Utah Retirement Systems | 41,600 | $220.0K | 0.00% | +41,600 | New |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $223.0K | 0.19% | −300−0.7% | Reduced |
| Prospera Financial Services Inc | 43,208 | $228.0K | 0.01% | +21,323+97.4% | Added |
| Hall Kathryn A. | 43,444 | $228.0K | 0.08% | +43,444 | New |
| Vigilare Wealth Management | 43,623 | $230.0K | 0.25% | −38,278−46.7% | Reduced |
| Caliber Wealth Management, LLC | 43,851 | $231.0K | 0.18% | +43,851 | New |
| Cim Investment Mangement Inc | 44,133 | $233.0K | 0.10% | −229−0.5% | Reduced |
| Boston Private Wealth LLC | 44,511 | $235.0K | 0.00% | +924+2.1% | Added |
| Bartlett & Co. Wealth Management LLC | 44,775 | $236.0K | 0.00% | +44,775 | New |
| Bartlett & Co. LLC | 44,775 | $236.0K | 0.00% | +44,775 | New |
| Verition Fund Management LLC | 45,640 | $241.0K | 0.01% | +30,742+206.3% | Added |
| Alpha Paradigm Partners, LLC | 46,369 | $244.0K | 0.10% | +20,982+82.6% | Added |
| Captrust Financial Advisors | 47,760 | $252.0K | 0.00% | +18,054+60.8% | Added |
| Independent Financial Group, LLC | 47,973 | $252.8K | 0.03% | −50,703−51.4% | Reduced |
| Russell Investments Group, Ltd. | 49,778 | $261.0K | 0.00% | +49,778 | New |
| Kestra Private Wealth Services, LLC | 50,136 | $264.0K | 0.02% | −9,200−15.5% | Reduced |
| Connective Portfolio Management, LLC | 50,000 | $264.0K | 0.45% | +50,000 | New |
| Stratos Wealth Partners, LTD. | 51,248 | $270.0K | 0.01% | +4,000+8.5% | Added |
| ProShare Advisors LLC | 51,887 | $273.0K | 0.00% | −3,025−5.5% | Reduced |
| Lincoln National Corp | 52,149 | $275.0K | 0.01% | −4,633−8.2% | Reduced |
| Bulltick Wealth Management, LLC | 52,380 | $276.0K | 0.08% | +52,380 | New |
| Change Path, LLC | 55,028 | $290.0K | 0.02% | +37,229+209.2% | Added |
| National Bank of Canada | 55,897 | $295.0K | 0.00% | −347,157−86.1% | Reduced |
| Valeo Financial Advisors, LLC | 57,131 | $301.0K | 0.02% | +467+0.8% | Added |
| M Holdings Securities, Inc. | 58,900 | $310.0K | 0.03% | −12,300−17.3% | Reduced |
| International Assets Investment Management, LLC | 60,300 | $318.0K | 0.06% | +11,950+24.7% | Added |
| National Asset Management, Inc. | 60,656 | $320.0K | 0.01% | −2,806−4.4% | Reduced |
| Maryland State Retirement & Pension System | 61,186 | $322.0K | 0.01% | +61,186 | New |
| Consolidated Investment Group LLC | 63,000 | $332.0K | 0.06% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 64,091 | $338.0K | 0.39% | +4,087+6.8% | Added |
| Janney Montgomery Scott LLC | 62,639 | $348.0K | 0.00% | +62,639 | New |
| AE Wealth Management LLC | 66,814 | $352.0K | 0.00% | +66,814 | New |
| Rockefeller Capital Management L.P. | 68,258 | $359.0K | 0.00% | +12,312+22.0% | Added |
| Kestra Advisory Services, LLC | 68,482 | $361.0K | 0.00% | −8,425−11.0% | Reduced |
| Spire Wealth Management | 68,554 | $361.0K | 0.01% | +68,554 | New |
| JustInvest LLC | 69,093 | $364.0K | 0.02% | +16,215+30.7% | Added |
| Envestnet Asset Management Inc | 69,692 | $367.0K | 0.00% | +14,125+25.4% | Added |
| Avidian Wealth Solutions, LLC | 69,856 | $368.0K | 0.03% | +69,856 | New |