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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −46,294−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −46,074−100.0% | Sold out |
| DCF Advisers, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −44,900−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −39,926−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −38,208−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −33,631−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −29,698−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −29,012−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −26,700−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −20,913−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −22,583−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −20,349−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −20,065−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Griffin Asset Management, Inc. | 0 | $0 | 0.00% | −19,485−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −16,771−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −14,948−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −14,084−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −13,497−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −13,360−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −13,150−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −12,920−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −11,545−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −11,281−100.0% | Sold out |
| Fiduciary Trust Co | 0 | $0 | 0.00% | −11,176−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −10,903−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −10,722−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −10,409−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −8,292−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Reitz Capital Advisors LLC | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,580−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Dravo Bay LLC | 0 | $0 | 0.00% | −578−100.0% | Sold out |
| Proffitt & Goodson Inc | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −458−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Doheny Asset Management | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |
| SJS Investment Consulting Inc. | – | – | – | – | Not filed |