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 |
|---|---|---|---|---|---|
| Vigilare Wealth Management | 43,623 | $230.0K | 0.25% | −38,278−46.7% | 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 |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $223.0K | 0.19% | −300−0.7% | Reduced |
| Utah Retirement Systems | 41,600 | $220.0K | 0.00% | +41,600 | New |
| Total Clarity Wealth Management, Inc. | 40,440 | $213.0K | 0.11% | −16,650−29.2% | Reduced |
| 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 |
| Moseley Investment Management Inc | 38,083 | $201.0K | 0.14% | +4,799+14.4% | Added |
| Highlander Capital Management, LLC | 37,500 | $198.0K | 0.11% | −8,825−19.1% | Reduced |
| 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 |
| 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 |
| Prudential Financial Inc | 34,469 | $191.0K | 0.00% | +34,469 | 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 |
| Wedbush Securities Inc | 35,607 | $188.0K | 0.01% | +35,607 | New |
| Korea Investment CORP | 35,530 | $187.0K | 0.00% | −22,970−39.3% | Reduced |
| V Wealth Advisors LLC | 33,779 | $178.0K | 0.03% | +33,779 | New |
| Albion Financial Group | 32,830 | $173.0K | 0.02% | +28,589+674.1% | Added |
| Cresset Asset Management, LLC | 32,102 | $169.0K | 0.00% | −624−1.9% | 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 |
| Davenport & Co LLC | 31,535 | $166.0K | 0.00% | −4,095−11.5% | Reduced |
| 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 |
| First National Trust Co | 31,025 | $164.0K | 0.01% | +533+1.7% | Added |
| GWM Advisors LLC | 30,654 | $162.0K | 0.00% | +30,654 | New |
| Avestar Capital, LLC | 30,140 | $159.0K | 0.04% | −43,712−59.2% | Reduced |
| Private Trust Co NA | 30,000 | $158.0K | 0.02% | +30,000 | New |
| KRS Capital Management, LLC | 29,850 | $157.0K | 0.22% | +4,350+17.1% | Added |
| Great West Life Assurance Co | 29,544 | $156.0K | 0.00% | −88,342−74.9% | Reduced |
| Equitable Holdings, Inc. | 29,497 | $155.0K | 0.00% | +3,577+13.8% | Added |
| Soltis Investment Advisors LLC | 29,166 | $154.0K | 0.02% | +29,166 | New |
| Integrated Advisors Network LLC | 27,458 | $145.0K | 0.01% | +27,458 | New |
| Pictet Asset Management SA | 26,978 | $142.0K | 0.00% | −138,802−83.7% | Reduced |
| Garde Capital, Inc. | 26,762 | $141.0K | 0.02% | +878+3.4% | Added |
| Daiwa Securities Group Inc. | 26,376 | $139.0K | 0.00% | −24,435−48.1% | Reduced |
| Mercer Global Advisors Inc | 25,978 | $137.0K | 0.00% | +1,789+7.4% | 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 |
| American Portfolios Advisors | 25,650 | $135.2K | 0.01% | +1,914+8.1% | Added |
| MSD Partners, L.P. | 25,000 | $132.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Macquarie Group Ltd | 24,600 | $130.0K | 0.00% | +2,293+10.3% | Added |
| J.W. Cole Advisors, Inc. | 24,400 | $129.0K | 0.01% | +1,900+8.4% | Added |
| Oak Harbor Wealth Partners, LLC | 23,800 | $125.0K | 0.05% | −1,053−4.2% | Reduced |
| Harbor Investment Advisory, LLC | 23,612 | $124.0K | 0.02% | +23,612 | New |
| Game Plan Financial Advisors, LLC | 23,300 | $123.0K | 0.10% | +1,900+8.9% | Added |
| Gotham Asset Management, LLC | 22,695 | $120.0K | 0.00% | −7,067−23.7% | Reduced |
| Perigon Wealth Management, LLC | 22,300 | $118.0K | 0.01% | +3,000+15.5% | Added |
| 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 |
| 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 |
| Keystone Financial Group | 21,785 | $115.0K | 0.02% | +21,785 | New |
| 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 |
| Beacon Pointe Advisors, LLC | 21,192 | $113.0K | 0.00% | +1,609+8.2% | Added |
| Burney Co | 21,239 | $112.0K | 0.01% | −3,330−13.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 20,978 | $111.0K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 20,946 | $110.0K | 0.01% | +5,203+33.0% | Added |
| 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 |
| Gladstone Institutional Advisory LLC | 20,243 | $107.0K | 0.01% | −6,780−25.1% | Reduced |
| 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 |
| 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 |
| 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 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 19,628 | $103.0K | 0.00% | −114,313−85.3% | Reduced |
| Jefferies Group LLC | 19,392 | $102.2K | 0.00% | +19,392 | New |
| 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 |
| Brown Advisory Inc | 19,198 | $101.0K | 0.00% | −10,984−36.4% | Reduced |
| 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 |
| Enlightenment Research, LLC | 18,700 | $99.0K | 0.21% | +18,700 | New |
| Pointe Capital Management LLC | 18,490 | $97.0K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 18,256 | $96.0K | 0.03% | +18,256 | New |
| XR Securities LLC | 17,772 | $94.0K | 0.05% | −1,901−9.7% | Reduced |
| M&T Bank Corp | 17,669 | $93.0K | 0.00% | +17,669 | New |
| 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 |
| SkyView Investment Advisors, LLC | 17,157 | $91.0K | 0.02% | −7,006−29.0% | Reduced |
| Vivaldi Capital Management, LLC | 16,859 | $89.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 16,747 | $88.3K | 0.00% | +16,747 | New |
| Bensler, LLC | 16,390 | $86.4K | 0.02% | +16,390 | New |
| Crewe Advisors LLC | 16,334 | $86.0K | 0.02% | +2,000+14.0% | Added |
| American Century Companies Inc | 15,765 | $83.0K | 0.00% | +15,765 | New |
| Aspiriant, LLC | 15,633 | $82.0K | 0.00% | 00.0% | Unchanged |