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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.

Institutional holdersQ2 2022: 469 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ2 2022: $2.16B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2022.

Institutions holding SOFI in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Convergence Financial, LLC200,000$1.05M1.09%+200,000New
Ameriprise Financial Inc196,960$1.04M0.00%−143,061−42.1%Reduced
Pathstone Family Office, LLC193,660$1.02M0.02%+91,454+89.5%Added
Walleye Trading LLC191,788$1.01M0.02%−218,119−53.2%Reduced
Baltimore-Washington Financial Advisors, Inc.191,423$1.01M0.11%+191,423New
Fulcrum Capital LLC186,056$981.0K0.31%+31,299+20.2%Added
Acorn Financial Advisory Services Inc184,672$973.0K0.23%−251,705−57.7%Reduced
Joel Isaacson & Co., LLC183,789$969.0K0.08%00.0%Unchanged
Oppenheimer & Co Inc181,620$957.0K0.02%+19,821+12.3%Added
CWA Asset Management Group, LLC172,410$909.0K0.09%+1,186+0.7%Added
Newbridge Financial Services Group, Inc.169,043$891.0K0.55%+21,041+14.2%Added
Reynders McVeigh Capital Management, LLC166,441$877.0K0.07%−147,413−47.0%Reduced
Advisory Services Network, LLC163,482$862.0K0.03%−18,721−10.3%Reduced
Arizona State Retirement System160,376$845.0K0.01%+14,378+9.8%Added
Zazove Associates LLC160,000$843.0K0.08%+10,000+6.7%Added
State Board of Administration of Florida Retirement System156,490$825.0K0.00%+136,691+690.4%Added
Mizuho Markets Americas LLC156,198$823.0K0.06%−1,473,400−90.4%Reduced
Advent Capital Management150,000$791.0K0.01%+150,000New
AlphaStar Capital Management, LLC148,916$785.0K0.07%+47,582+47.0%Added
State of Wisconsin Investment Board148,164$781.0K0.00%−238,089−61.6%Reduced
Firethorn Wealth Partners, LLC121,845$775.0K0.63%+43,316+55.2%Added
HighTower Advisors, LLC146,694$774.0K0.00%−221,009−60.1%Reduced
Amalgamated Bank143,307$755.0K0.01%+143,307New
HSBC Holdings PLC136,605$735.0K0.00%+49,631+57.1%Added
Tabor Asset Management, LP136,199$718.0K0.53%+136,199New
Colony Group LLC134,530$709.0K0.01%−11,425−7.8%Reduced
Cetera Advisors LLC129,794$684.0K0.02%+44,361+51.9%Added
Amundi115,527$683.0K0.00%−2,221,240−95.1%Reduced
Skaana Management L.P.129,300$681.0K0.15%00.0%Unchanged
Cetera Advisor Networks LLC125,792$663.0K0.01%+5,179+4.3%Added
Catalyst Capital Advisors LLC124,980$659.0K0.03%+2,500+2.0%Added
Private Advisor Group, LLC124,661$657.0K0.01%+124,661New
AtonRa Partners123,895$653.0K0.60%−54,887−30.7%Reduced
Bayesian Capital Management, LP122,700$647.0K0.12%−92,895−43.1%Reduced
Two Sigma Securities, LLC121,281$639.0K0.11%+121,281New
Wolff Wiese Magana LLC120,715$636.0K0.46%+62,876+108.7%Added
Janus Henderson Group PLC120,324$635.0K0.00%+66,898+125.2%Added
MMBG Investment Advisors Co.120,280$634.0K0.08%00.0%Unchanged
Truist Financial Corp113,004$596.0K0.00%+9,693+9.4%Added
TD Waterhouse Canada Inc.90,613$589.0K0.01%+2,568+2.9%Added
Cetera Investment Advisers104,909$553.0K0.01%+29,984+40.0%Added
Voya Investment Management LLC104,873$553.0K0.00%+104,873New
Pegasus Asset Management, Inc.103,625$546.0K0.30%−3,557−3.3%Reduced
Matisse Capital101,889$537.0K0.51%+101,889New
Wolverine Trading, LLC95,745$530.0K0.02%−174,079−64.5%Reduced
RMB Capital Management, LLC99,140$522.0K0.02%00.0%Unchanged
SeaCrest Wealth Management, LLC96,746$510.0K0.06%+96,746New
CIBC Private Wealth Group, LLC96,583$509.0K0.00%−1,246−1.3%Reduced
Asset Management Corp96,329$508.0K0.38%+15,325+18.9%Added
Mariner, LLC92,637$488.0K0.00%+20,656+28.7%Added
B. Riley Wealth Management, Inc.91,283$481.0K0.05%+19,583+27.3%Added
Solidarilty Wealth, LLC76,000$480.0K0.26%+48,437+175.7%Added
Means Investment Co., Inc.90,721$478.0K0.10%+30,222+50.0%Added
Teacher Retirement System of Texas88,556$467.0K0.00%−21,032−19.2%Reduced
Aldebaran Financial Inc.85,828$455.0K0.50%−5,843−6.4%Reduced
Parsec Financial Management, Inc.85,800$452.0K0.02%−24,200−22.0%Reduced
Alta Wealth Advisors LLC84,399$451.0K0.31%+84,399New
B & T Capital Management DBA Alpha Capital Management85,030$448.0K0.12%+27,247+47.2%Added
Principal Financial Group Inc82,409$434.0K0.00%+69,677+547.3%Added
Natixis78,551$425.0K0.00%−49,309−38.6%Reduced
Stansberry Asset Management, LLC80,024$422.0K0.09%−38,417−32.4%Reduced
Public Employees Retirement Association of Colorado76,520$403.0K0.00%00.0%Unchanged
PMC FIG Opportunities LLC75,000$395.3K2.22%+75,000New
M. Kulyk & Associates, LLC74,901$395.0K0.12%00.0%Unchanged
Balyasny Asset Management LLC73,600$388.0K0.00%−290,200−79.8%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)72,108$380.0K0.00%+72,108New
HighPoint Advisor Group LLC62,535$369.0K0.04%+62,535New
Avidian Wealth Solutions, LLC69,856$368.0K0.03%+69,856New
Envestnet Asset Management Inc69,692$367.0K0.00%+14,125+25.4%Added
JustInvest LLC69,093$364.0K0.02%+16,215+30.7%Added
Kestra Advisory Services, LLC68,482$361.0K0.00%−8,425−11.0%Reduced
Spire Wealth Management68,554$361.0K0.01%+68,554New
Rockefeller Capital Management L.P.68,258$359.0K0.00%+12,312+22.0%Added
AE Wealth Management LLC66,814$352.0K0.00%+66,814New
Janney Montgomery Scott LLC62,639$348.0K0.00%+62,639New
San Luis Wealth Advisors LLC64,091$338.0K0.39%+4,087+6.8%Added
Consolidated Investment Group LLC63,000$332.0K0.06%00.0%Unchanged
Maryland State Retirement & Pension System61,186$322.0K0.01%+61,186New
National Asset Management, Inc.60,656$320.0K0.01%−2,806−4.4%Reduced
International Assets Investment Management, LLC60,300$318.0K0.06%+11,950+24.7%Added
M Holdings Securities, Inc.58,900$310.0K0.03%−12,300−17.3%Reduced
Valeo Financial Advisors, LLC57,131$301.0K0.02%+467+0.8%Added
National Bank of Canada55,897$295.0K0.00%−347,157−86.1%Reduced
Change Path, LLC55,028$290.0K0.02%+37,229+209.2%Added
Bulltick Wealth Management, LLC52,380$276.0K0.08%+52,380New
Lincoln National Corp52,149$275.0K0.01%−4,633−8.2%Reduced
ProShare Advisors LLC51,887$273.0K0.00%−3,025−5.5%Reduced
Stratos Wealth Partners, LTD.51,248$270.0K0.01%+4,000+8.5%Added
Kestra Private Wealth Services, LLC50,136$264.0K0.02%−9,200−15.5%Reduced
Connective Portfolio Management, LLC50,000$264.0K0.45%+50,000New
Russell Investments Group, Ltd.49,778$261.0K0.00%+49,778New
Independent Financial Group, LLC47,973$252.8K0.03%−50,703−51.4%Reduced
Captrust Financial Advisors47,760$252.0K0.00%+18,054+60.8%Added
Alpha Paradigm Partners, LLC46,369$244.0K0.10%+20,982+82.6%Added
Verition Fund Management LLC45,640$241.0K0.01%+30,742+206.3%Added
Bartlett & Co. LLC44,775$236.0K0.00%+44,775New
Bartlett & Co. Wealth Management LLC44,775$236.0K0.00%+44,775New
Boston Private Wealth LLC44,511$235.0K0.00%+924+2.1%Added
Cim Investment Mangement Inc44,133$233.0K0.10%−229−0.5%Reduced
Caliber Wealth Management, LLC43,851$231.0K0.18%+43,851New