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 |
|---|---|---|---|---|---|
| Cooper/Haims Advisors, LLC | 15,500 | $82.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,486 | $82.0K | 0.00% | +15,486 | New |
| Concorde Asset Management, LLC | 15,500 | $82.0K | 0.12% | +15,500 | New |
| Traynor Capital Management, Inc. | 15,695 | $82.0K | 0.01% | +15,695 | New |
| Millennium Management LLC | 15,340 | $81.0K | 0.00% | −2,316,310−99.3% | Reduced |
| Transcend Wealth Collective, LLC | 15,325 | $81.0K | 0.01% | −1,350−8.1% | Reduced |
| Magnetar Financial LLC | 14,914 | $79.0K | 0.00% | −129,052−89.6% | Reduced |
| Wealthsource Partners, LLC | 14,939 | $79.0K | 0.01% | −1,105−6.9% | Reduced |
| K2 Principal Fund, L.P. | 15,000 | $79.0K | 0.01% | +15,000 | New |
| Capital Advisors Wealth Management, LLC | 14,858 | $78.0K | 0.03% | +2,384+19.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 14,807 | $78.0K | 0.01% | +14,807 | New |
| Fairfield, Bush & Co. | 14,700 | $77.0K | 0.05% | −1,300−8.1% | Reduced |
| Xponance, Inc. | 14,412 | $76.0K | 0.00% | +14,412 | New |
| Hudock, Inc. | 14,414 | $75.0K | 0.03% | +5,115+55.0% | Added |
| First Capital Advisors Group, LLC. | 14,163 | $75.0K | 0.05% | +14,163 | New |
| Coastal Investment Advisors, Inc. | 13,815 | $75.0K | 0.02% | +13,815 | New |
| Parallel Advisors, LLC | 14,111 | $74.0K | 0.00% | −1,553−9.9% | Reduced |
| Elkhorn Partners Limited Partnership | 14,000 | $74.0K | 0.05% | +14,000 | New |
| Marathon Trading Investment Management LLC | 14,000 | $74.0K | 0.04% | +14,000 | New |
| Independent Wealth Network Inc. | 13,849 | $73.0K | 0.05% | +2,569+22.8% | Added |
| CoreCap Advisors, LLC | 13,806 | $73.0K | 0.01% | +13,806 | New |
| Integrated Wealth Concepts LLC | 13,448 | $71.0K | 0.00% | +13,448 | New |
| Proficio Capital Partners LLC | 13,360 | $70.0K | 0.01% | +411+3.2% | Added |
| Gofen & Glossberg LLC | 13,000 | $69.0K | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 12,857 | $68.0K | 0.00% | −12,170−48.6% | Reduced |
| Good Life Advisors, LLC | 12,880 | $68.0K | 0.01% | +12,880 | New |
| Well Done, LLC | 12,705 | $67.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,574 | $66.0K | 0.00% | +2,024+19.2% | Added |
| Journey Strategic Wealth LLC | 12,547 | $66.0K | 0.01% | +12,547 | New |
| Gyroscope Capital Management Group, LLC | 12,300 | $65.0K | 0.02% | +12,300 | New |
| Prostatis Group LLC | 12,200 | $64.3K | 0.10% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 11,825 | $64.0K | 0.02% | +11,825 | New |
| Lindbrook Capital, LLC | 11,949 | $63.0K | 0.01% | −427−3.5% | Reduced |
| SkyOak Wealth, LLC | 12,044 | $63.0K | 0.02% | +12,044 | New |
| The PNC Financial Services Group, Inc. | 11,893 | $62.0K | 0.00% | −1,082−8.3% | Reduced |
| McAlister, Sweet & Associates, Inc. | 11,700 | $62.0K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 11,587 | $61.0K | 0.00% | −43,178−78.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,559 | $61.0K | 0.02% | +126+1.1% | Added |
| Pearl River Capital, LLC | 11,600 | $61.0K | 0.01% | +11,600 | New |
| Krilogy Financial LLC | 11,399 | $60.0K | 0.01% | −500−4.2% | Reduced |
| Archford Capital Strategies, LLC | 11,115 | $59.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,941 | $58.0K | 0.00% | +7,926+262.9% | Added |
| KMG Fiduciary Partners, LLC | 11,094 | $58.0K | 0.01% | +11,094 | New |
| Inspire Advisors, LLC | 10,925 | $58.0K | 0.02% | +10,925 | New |
| Evercore Wealth Management, LLC | 10,849 | $57.0K | 0.00% | 00.0% | Unchanged |
| SOL Capital Management CO | 10,735 | $57.0K | 0.01% | +10,735 | New |
| Manufacturers Life Insurance Company, The | 10,568 | $55.7K | 0.00% | −14,548−57.9% | Reduced |
| Seeyond | 10,367 | $54.0K | 0.01% | +10,367 | New |
| Steel Peak Wealth Management LLC | 10,340 | $54.0K | 0.00% | +10,340 | New |
| Continuum Advisory, LLC | 10,235 | $54.0K | 0.01% | +10,235 | New |
| Signaturefd, LLC | 9,810 | $52.0K | 0.00% | +28+0.3% | Added |
| Exos Asset Management LLC | 9,434 | $50.0K | 0.03% | +1,570+20.0% | Added |
| Banque Cantonale Vaudoise | 9,118 | $49.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 9,297 | $48.0K | 0.00% | −210,626−95.8% | Reduced |
| American International Group, Inc. | 8,319 | $44.0K | 0.00% | +8,319 | New |
| KBC Group NV | 7,479 | $39.0K | 0.00% | −38,414−83.7% | Reduced |
| CWM, LLC | 7,304 | $38.0K | 0.00% | +7,304 | New |
| Tradition Wealth Management, LLC | 7,055 | $37.0K | 0.01% | +1,220+20.9% | Added |
| Swedbank AB | 6,744 | $35.5K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 6,455 | $34.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,460 | $34.0K | 0.00% | −653−9.2% | Reduced |
| PSI Advisors, LLC | 6,585 | $34.0K | 0.02% | +5,735+674.7% | Added |
| Umb Bank N A | 6,171 | $33.0K | 0.00% | +6,171 | New |
| Advisors Asset Management, Inc. | 6,331 | $33.0K | 0.00% | +6,331 | New |
| Emerald Advisers, LLC | 5,800 | $31.0K | 0.00% | +5,800 | New |
| Coastal Capital Group, Inc. | 5,380 | $28.0K | 0.01% | +2,308+75.1% | Added |
| NewSquare Capital LLC | 5,000 | $26.0K | 0.00% | +3,500+233.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,488 | $24.0K | 0.00% | +1,113+33.0% | Added |
| Glassman Wealth Services | 4,539 | $24.0K | 0.00% | +4,539 | New |
| Robeco Institutional Asset Management B.V. | 4,124 | $22.0K | 0.00% | −32,860−88.8% | Reduced |
| Venture Visionary Partners LLC | 4,100 | $21.6K | 0.00% | +4,100 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $21.0K | 0.00% | −6,000−60.0% | Reduced |
| Geneos Wealth Management Inc. | 3,725 | $20.0K | 0.00% | +1,465+64.8% | Added |
| FMR LLC | 3,688 | $19.0K | 0.00% | −159,031−97.7% | Reduced |
| Evoke Wealth, LLC | 3,500 | $18.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,113 | $16.0K | 0.00% | −156−4.8% | Reduced |
| Hantz Financial Services, Inc. | 2,778 | $15.0K | 0.00% | −496−15.1% | Reduced |
| Washington Trust Co | 2,738 | $14.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $14.0K | 0.00% | +2,706 | New |
| Wagner Wealth Management, LLC | 2,612 | $14.0K | 0.01% | +2,612 | New |
| SOA Wealth Advisors, LLC. | 2,520 | $13.0K | 0.00% | −680−21.3% | Reduced |
| AdvisorNet Financial, Inc | 2,450 | $13.0K | 0.00% | −450−15.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,551 | $13.0K | 0.00% | +2,551 | New |
| Clearstead Advisors, LLC | 2,240 | $12.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $12.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,322 | $12.0K | 0.00% | +723+45.2% | Added |
| Covington Capital Management | 2,200 | $12.0K | 0.00% | +1,400+175.0% | Added |
| Selective Wealth Management, Inc. | 2,250 | $12.0K | 0.00% | +2,250 | New |
| Elequin Capital LP | 1,795 | $9.00K | 0.00% | −94−5.0% | Reduced |
| Optimum Investment Advisors | 1,395 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 1,120 | $6.00K | 0.01% | +20+1.8% | Added |
| Quadrant Capital Group LLC | 921 | $5.00K | 0.00% | −5−0.5% | Reduced |
| BDO Wealth Advisors, LLC | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 950 | $5.00K | 0.00% | +950 | New |
| TSFG, LLC | 871 | $5.00K | 0.00% | +871 | New |
| Bank of New Hampshire | 1,000 | $5.00K | 0.00% | +1,000 | New |
| Simplex Trading, LLC | 860 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 725 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 725 | $4.00K | 0.00% | 00.0% | Unchanged |