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 |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 705 | $4.00K | 0.00% | +75+11.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 742 | $4.00K | 0.00% | +312+72.6% | Added |
| HC Financial Advisors Inc | 800 | $4.00K | 0.00% | +800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 805 | $4.00K | 0.00% | +805 | New |
| Performa Ltd (US), LLC | 850 | $4.00K | 0.00% | +850 | New |
| Cribstone Capital Management, LLC | 750 | $4.00K | 0.00% | +750 | New |
| Cambridge Trust Co | 630 | $3.00K | 0.00% | −122−16.2% | Reduced |
| Evermay Wealth Management LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 590 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 550 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 605 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 595 | $3.00K | 0.00% | +445+296.7% | Added |
| Rosenberg Matthew Hamilton | 600 | $3.00K | 0.00% | +600 | New |
| Stephens Consulting, LLC | 500 | $2.63K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 400 | $2.00K | 0.00% | −1,922−82.8% | Reduced |
| Toth Financial Advisory Corp | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 392 | $2.00K | 0.00% | −5−1.3% | Reduced |
| Global Retirement Partners, LLC | 413 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 325 | $2.00K | 0.00% | +92+39.5% | Added |
| Howe & Rusling Inc | 325 | $2.00K | 0.00% | +250+333.3% | Added |
| GPS Wealth Strategies Group, LLC | 470 | $2.00K | 0.00% | +470 | New |
| Toronto Dominion Bank | 152 | $1.00K | 0.00% | −112,171−99.9% | Reduced |
| Ancora Advisors, LLC | 100 | $1.00K | 0.00% | −3,570−97.3% | Reduced |
| Massmutual Trust Co FSB | 172 | $1.00K | 0.00% | −292−62.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 115 | $1.00K | 0.00% | +1+0.9% | Added |
| Worth Asset Management, LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 170 | $1.00K | 0.00% | +140+466.7% | Added |
| EverSource Wealth Advisors, LLC | 159 | $1.00K | 0.00% | +159 | New |
| Better Money Decisions, LLC | 106 | $1.00K | 0.00% | +106 | New |
| Delos Wealth Advisors, LLC | 125 | $1.00K | 0.00% | +125 | New |
| Bell Investment Advisors, Inc | 170 | $1.00K | 0.00% | +170 | New |
| Castle Wealth Management LLC | 282 | $1.00K | 0.00% | +282 | New |
| Tucker Asset Management LLC | 156 | $822 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 142 | $748 | 0.00% | +142 | New |
| West Paces Advisors Inc. | 120 | $632 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $527 | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 60 | $0 | 0.00% | −850−93.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $0 | 0.00% | −77−50.3% | Reduced |
| Ahrens Investment Partners LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $0 | 0.00% | −10−66.7% | Reduced |
| Covestor Ltd | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 42 | $0 | 0.00% | +42 | New |
| Allworth Financial LP | 40 | $0 | 0.00% | +40 | New |
| ACG Wealth | 74 | $0 | 0.00% | +74 | New |
| West Branch Capital LLC | 30 | $0 | 0.00% | +30 | New |
| Iron Horse Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| IFP Advisors, Inc | 67,775 | – | – | −6,542−8.8% | Reduced |
| Castleview Partners, LLC | 1,209 | – | – | +1,009+504.5% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −2,559,148−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −1,954,133−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,203,783−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −1,082,405−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −379,059−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −695,088−100.0% | Sold out |
| Riverpark Capital Management LLC | 0 | $0 | 0.00% | −607,979−100.0% | Sold out |
| Bridgecreek Investment Management, LLC | 0 | $0 | 0.00% | −563,450−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −432,183−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −384,115−100.0% | Sold out |
| Baker Chad R | 0 | $0 | 0.00% | −276,600−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −244,211−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −229,576−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −218,796−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −213,808−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −179,821−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −130,200−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −99,400−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −91,777−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −84,353−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −80,958−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −77,796−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −76,128−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −75,693−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −74,095−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −71,274−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −69,187−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −57,873−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −57,500−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −54,934−100.0% | Sold out |