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 |
|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 62,535 | $369.0K | 0.04% | +62,535 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,108 | $380.0K | 0.00% | +72,108 | New |
| Balyasny Asset Management LLC | 73,600 | $388.0K | 0.00% | −290,200−79.8% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $395.0K | 0.12% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 75,000 | $395.3K | 2.22% | +75,000 | New |
| Public Employees Retirement Association of Colorado | 76,520 | $403.0K | 0.00% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 80,024 | $422.0K | 0.09% | −38,417−32.4% | Reduced |
| Natixis | 78,551 | $425.0K | 0.00% | −49,309−38.6% | Reduced |
| Principal Financial Group Inc | 82,409 | $434.0K | 0.00% | +69,677+547.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 85,030 | $448.0K | 0.12% | +27,247+47.2% | Added |
| Alta Wealth Advisors LLC | 84,399 | $451.0K | 0.31% | +84,399 | New |
| Parsec Financial Management, Inc. | 85,800 | $452.0K | 0.02% | −24,200−22.0% | Reduced |
| Aldebaran Financial Inc. | 85,828 | $455.0K | 0.50% | −5,843−6.4% | Reduced |
| Teacher Retirement System of Texas | 88,556 | $467.0K | 0.00% | −21,032−19.2% | Reduced |
| Means Investment Co., Inc. | 90,721 | $478.0K | 0.10% | +30,222+50.0% | Added |
| Solidarilty Wealth, LLC | 76,000 | $480.0K | 0.26% | +48,437+175.7% | Added |
| B. Riley Wealth Management, Inc. | 91,283 | $481.0K | 0.05% | +19,583+27.3% | Added |
| Mariner, LLC | 92,637 | $488.0K | 0.00% | +20,656+28.7% | Added |
| Asset Management Corp | 96,329 | $508.0K | 0.38% | +15,325+18.9% | Added |
| CIBC Private Wealth Group, LLC | 96,583 | $509.0K | 0.00% | −1,246−1.3% | Reduced |
| SeaCrest Wealth Management, LLC | 96,746 | $510.0K | 0.06% | +96,746 | New |
| RMB Capital Management, LLC | 99,140 | $522.0K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 95,745 | $530.0K | 0.02% | −174,079−64.5% | Reduced |
| Matisse Capital | 101,889 | $537.0K | 0.51% | +101,889 | New |
| Pegasus Asset Management, Inc. | 103,625 | $546.0K | 0.30% | −3,557−3.3% | Reduced |
| Cetera Investment Advisers | 104,909 | $553.0K | 0.01% | +29,984+40.0% | Added |
| Voya Investment Management LLC | 104,873 | $553.0K | 0.00% | +104,873 | New |
| TD Waterhouse Canada Inc. | 90,613 | $589.0K | 0.01% | +2,568+2.9% | Added |
| Truist Financial Corp | 113,004 | $596.0K | 0.00% | +9,693+9.4% | Added |
| MMBG Investment Advisors Co. | 120,280 | $634.0K | 0.08% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 120,324 | $635.0K | 0.00% | +66,898+125.2% | Added |
| Wolff Wiese Magana LLC | 120,715 | $636.0K | 0.46% | +62,876+108.7% | Added |
| Two Sigma Securities, LLC | 121,281 | $639.0K | 0.11% | +121,281 | New |
| Bayesian Capital Management, LP | 122,700 | $647.0K | 0.12% | −92,895−43.1% | Reduced |
| AtonRa Partners | 123,895 | $653.0K | 0.60% | −54,887−30.7% | Reduced |
| Private Advisor Group, LLC | 124,661 | $657.0K | 0.01% | +124,661 | New |
| Catalyst Capital Advisors LLC | 124,980 | $659.0K | 0.03% | +2,500+2.0% | Added |
| Cetera Advisor Networks LLC | 125,792 | $663.0K | 0.01% | +5,179+4.3% | Added |
| Skaana Management L.P. | 129,300 | $681.0K | 0.15% | 00.0% | Unchanged |
| Amundi | 115,527 | $683.0K | 0.00% | −2,221,240−95.1% | Reduced |
| Cetera Advisors LLC | 129,794 | $684.0K | 0.02% | +44,361+51.9% | Added |
| Colony Group LLC | 134,530 | $709.0K | 0.01% | −11,425−7.8% | Reduced |
| Tabor Asset Management, LP | 136,199 | $718.0K | 0.53% | +136,199 | New |
| HSBC Holdings PLC | 136,605 | $735.0K | 0.00% | +49,631+57.1% | Added |
| Amalgamated Bank | 143,307 | $755.0K | 0.01% | +143,307 | New |
| HighTower Advisors, LLC | 146,694 | $774.0K | 0.00% | −221,009−60.1% | Reduced |
| Firethorn Wealth Partners, LLC | 121,845 | $775.0K | 0.63% | +43,316+55.2% | Added |
| State of Wisconsin Investment Board | 148,164 | $781.0K | 0.00% | −238,089−61.6% | Reduced |
| AlphaStar Capital Management, LLC | 148,916 | $785.0K | 0.07% | +47,582+47.0% | Added |
| Advent Capital Management | 150,000 | $791.0K | 0.01% | +150,000 | New |
| Mizuho Markets Americas LLC | 156,198 | $823.0K | 0.06% | −1,473,400−90.4% | Reduced |
| State Board of Administration of Florida Retirement System | 156,490 | $825.0K | 0.00% | +136,691+690.4% | Added |
| Zazove Associates LLC | 160,000 | $843.0K | 0.08% | +10,000+6.7% | Added |
| Arizona State Retirement System | 160,376 | $845.0K | 0.01% | +14,378+9.8% | Added |
| Advisory Services Network, LLC | 163,482 | $862.0K | 0.03% | −18,721−10.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 166,441 | $877.0K | 0.07% | −147,413−47.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 169,043 | $891.0K | 0.55% | +21,041+14.2% | Added |
| CWA Asset Management Group, LLC | 172,410 | $909.0K | 0.09% | +1,186+0.7% | Added |
| Oppenheimer & Co Inc | 181,620 | $957.0K | 0.02% | +19,821+12.3% | Added |
| Joel Isaacson & Co., LLC | 183,789 | $969.0K | 0.08% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 184,672 | $973.0K | 0.23% | −251,705−57.7% | Reduced |
| Fulcrum Capital LLC | 186,056 | $981.0K | 0.31% | +31,299+20.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 191,423 | $1.01M | 0.11% | +191,423 | New |
| Walleye Trading LLC | 191,788 | $1.01M | 0.02% | −218,119−53.2% | Reduced |
| Pathstone Family Office, LLC | 193,660 | $1.02M | 0.02% | +91,454+89.5% | Added |
| Ameriprise Financial Inc | 196,960 | $1.04M | 0.00% | −143,061−42.1% | Reduced |
| Convergence Financial, LLC | 200,000 | $1.05M | 1.09% | +200,000 | New |
| Atria Wealth Solutions, Inc. | 206,689 | $1.09M | 0.02% | +79,371+62.3% | Added |
| Knights of Columbus Asset Advisors LLC | 207,962 | $1.10M | 0.11% | +4,169+2.0% | Added |
| Once Capital Management, LLC | 209,200 | $1.10M | 1.40% | +82,500+65.1% | Added |
| IMC-Chicago, LLC | 213,381 | $1.13M | 0.11% | +213,381 | New |
| Stifel Financial Corp | 229,346 | $1.21M | 0.00% | −17,168−7.0% | Reduced |
| Patient Capital Management, LLC | 231,600 | $1.22M | 0.60% | +91,500+65.3% | Added |
| Triumph Capital Management | 234,960 | $1.24M | 0.65% | +81,175+52.8% | Added |
| Strategic Wealth Advisors Group, LLC | 201,078 | $1.26M | 0.05% | +102,276+103.5% | Added |
| Belmont Capital, LLC | 242,350 | $1.28M | 1.55% | +242,350 | New |
| Bluefin Capital Management, LLC | 238,830 | $1.32M | 0.18% | −92,005−27.8% | Reduced |
| Rafferty Asset Management, LLC | 252,474 | $1.33M | 0.01% | +252,474 | New |
| Federation des caisses Desjardins du Quebec | 254,810 | $1.34M | 0.01% | +50,404+24.7% | Added |
| Summit Trail Advisors, LLC | 260,313 | $1.37M | 0.08% | +260,313 | New |
| Moors & Cabot, Inc. | 275,496 | $1.45M | 0.10% | +14,970+5.7% | Added |
| Old Second National Bank of Aurora | 275,807 | $1.45M | 0.41% | +19,251+7.5% | Added |
| Vontobel Holding Ltd. | 268,341 | $1.49M | 0.02% | +122,087+83.5% | Added |
| Boothbay Fund Management, LLC | 300,000 | $1.58M | 0.05% | +300,000 | New |
| CTC LLC | 306,187 | $1.61M | 0.09% | +153,022+99.9% | Added |
| Alliancebernstein L.P. | 327,945 | $1.73M | 0.00% | +314,734+2,382.4% | Added |
| Treasurer of the State of North Carolina | 336,309 | $1.77M | 0.01% | +336,309 | New |
| Van Eck Associates Corp | 336,603 | $1.77M | 0.00% | +41,477+14.1% | Added |
| Anderson Hoagland & Co | 287,190 | $1.80M | 0.27% | +287,190 | New |
| Cambridge Investment Research Advisors, Inc. | 343,341 | $1.81M | 0.01% | −22,886−6.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 366,567 | $1.93M | 0.00% | +218,793+148.1% | Added |
| State of New Jersey Common Pension Fund D | 375,629 | $1.98M | 0.01% | +37,699+11.2% | Added |
| Public Employees Retirement System of Ohio | 395,849 | $2.09M | 0.01% | +395,849 | New |
| HAP Trading, LLC | 396,460 | $2.09M | 0.26% | +192,780+94.6% | Added |
| Squarepoint Ops LLC | 401,426 | $2.12M | 0.02% | +254,637+173.5% | Added |
| D. E. Shaw & Co., Inc. | 441,352 | $2.33M | 0.00% | −2,039,917−82.2% | Reduced |
| Invesco Ltd. | 469,291 | $2.47M | 0.00% | +376,185+404.0% | Added |
| Marshall Wace, LLP | 479,600 | $2.53M | 0.01% | +479,600 | New |
| MML Investors Services, LLC | 481,006 | $2.54M | 0.02% | +141,136+41.5% | Added |
| Creative Planning | 499,391 | $2.63M | 0.00% | +19,708+4.1% | Added |