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, Q3 2022
Institutional positions in SoFi Technologies, Inc. as of Sep 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
- 492
- +30 vs. Q2 2022
- Shares held
- 331.7M
- −73.4M (−18.1%) vs. Q2 2022
- Total value
- $1.60B
- −$551.8M (−25.6%) vs. Q2 2022
- New holders
- 80
- 181 more added
- Sold out
- 50
- 117 more reduced
7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 66,808,733 | $326.0M | 0.01% | +4,846,633+7.8% | Added |
| BlackRock Inc. | 31,679,161 | $154.6M | 0.01% | +826,805+2.7% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $152.0M | 1.37% | 00.0% | Unchanged |
| State Street Corp | 11,735,611 | $57.3M | 0.00% | +48,717+0.4% | Added |
| Norges Bank | 11,612,755 | $56.7M | 0.02% | +10,661,389+1,120.6% | Added |
| Geode Capital Management, LLC | 10,977,522 | $53.6M | 0.01% | +706,124+6.9% | Added |
| DCM International VI, Ltd. | 8,362,150 | $40.8M | 35.88% | −1,672,572−16.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 8,266,520 | $40.3M | 0.47% | −6,263,437−43.1% | Reduced |
| Riverwood Capital Management Ltd. | 7,691,731 | $37.5M | 20.68% | −54,621−0.7% | Reduced |
| Gpi Capital, L.P. | 7,270,941 | $35.5M | 9.14% | 00.0% | Unchanged |
| Morgan Stanley | 7,012,136 | $34.2M | 0.00% | −1,008,389−12.6% | Reduced |
| Citadel Advisors LLC | 6,332,804 | $30.9M | 0.04% | +3,546,799+127.3% | Added |
| Goldman Sachs Group Inc | 6,143,016 | $30.0M | 0.01% | −1,435,045−18.9% | Reduced |
| Miller Value Partners, LLC | 5,085,933 | $24.8M | 1.51% | +2,889,833+131.6% | Added |
| Citigroup Inc | 4,901,042 | $23.9M | 0.03% | +3,590,442+274.0% | Added |
| JPMorgan Chase & Co | 4,318,275 | $21.1M | 0.00% | −366,167−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 4,310,786 | $21.0M | 0.01% | +496,871+13.0% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $20.0M | 15.57% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 3,797,106 | $18.5M | 0.04% | +2,286,354+151.3% | Added |
| Point72 Asset Management, L.P. | 3,509,722 | $17.1M | 0.07% | +3,509,722 | New |
| Northern Trust Corp | 3,144,635 | $15.3M | 0.00% | +261,296+9.1% | Added |
| Millennium Management LLC | 2,648,127 | $12.9M | 0.02% | +2,632,787+17,162.9% | Added |
| Jane Street Group, LLC | 2,527,126 | $12.3M | 0.02% | +1,489,446+143.5% | Added |
| Bank of New York Mellon Corp | 2,466,877 | $12.0M | 0.00% | +87,466+3.7% | Added |
| Bank of America Corp | 2,278,052 | $11.1M | 0.00% | −1,670,820−42.3% | Reduced |
| J. Goldman & Co LP | 2,110,094 | $10.3M | 0.77% | +2,110,094 | New |
| Royal Bank of Canada | 2,050,555 | $10.0M | 0.00% | +127,182+6.6% | Added |
| Credit Suisse AG | 1,812,996 | $8.85M | 0.01% | −1,571,851−46.4% | Reduced |
| Wells Fargo & Company | 1,666,633 | $8.13M | 0.00% | +100,083+6.4% | Added |
| Longitude (Cayman) Ltd. | 1,561,000 | $7.62M | 16.66% | +97,000+6.6% | Added |
| Mizuho Markets Americas LLC | 1,487,798 | $7.26M | 0.33% | +1,331,600+852.5% | Added |
| California Public Employees Retirement System | 1,475,517 | $7.20M | 0.01% | +1,475,517 | New |
| Phoenix Holdings Ltd. | 1,468,000 | $7.11M | 0.16% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,415,721 | $6.91M | 0.02% | −27,721−1.9% | Reduced |
| Swiss National Bank | 1,411,600 | $6.89M | 0.00% | +17,600+1.3% | Added |
| Ensign Peak Advisors, Inc | 1,214,298 | $5.93M | 0.01% | +21,218+1.8% | Added |
| UBS Group AG | 1,176,619 | $5.74M | 0.00% | −105,031−8.2% | Reduced |
| CAPROCK Group, Inc. | 1,108,999 | $5.41M | 0.52% | −5,100−0.5% | Reduced |
| PEAK6 Investments LLC | 1,056,555 | $5.16M | 0.19% | +208,633+24.6% | Added |
| Price T Rowe Associates Inc | 967,148 | $4.72M | 0.00% | −675,199−41.1% | Reduced |
| Raymond James & Associates | 956,463 | $4.67M | 0.00% | −64,595−6.3% | Reduced |
| BIT Capital GmbH | 952,288 | $4.65M | 0.89% | −3,164,502−76.9% | Reduced |
| SG Americas Securities, LLC | 950,901 | $4.64M | 0.07% | −1,440,125−60.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 950,000 | $4.64M | 0.13% | +950,000 | New |
| UBS Asset Management Americas Inc | 939,629 | $4.59M | 0.00% | −39,757−4.1% | Reduced |
| D. E. Shaw & Co., Inc. | 922,792 | $4.50M | 0.01% | +481,440+109.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 873,967 | $4.26M | 0.01% | +55,918+6.8% | Added |
| California State Teachers Retirement System | 859,971 | $4.20M | 0.01% | −8,771−1.0% | Reduced |
| Simplex Trading, LLC | 838,606 | $4.09M | 0.16% | +837,746+97,412.3% | Added |
| New York State Common Retirement Fund | 822,000 | $4.01M | 0.01% | −48,800−5.6% | Reduced |
| AXA S.A. | 820,000 | $4.00M | 0.02% | +180,000+28.1% | Added |
| Barclays PLC | 810,017 | $3.95M | 0.00% | −1,134,529−58.3% | Reduced |
| Par Capital Management Inc | 807,000 | $3.94M | 0.15% | +57,000+7.6% | Added |
| Rhumbline Advisers | 753,176 | $3.67M | 0.01% | +55,928+8.0% | Added |
| First Republic Investment Management, Inc. | 745,229 | $3.64M | 0.01% | +43,826+6.2% | Added |
| Trexquant Investment LP | 743,666 | $3.63M | 0.13% | +743,666 | New |
| Commonwealth Equity Services, LLC | 703,878 | $3.43M | 0.01% | +32,359+4.8% | Added |
| Parkside Investments, LLC | 701,150 | $3.42M | 0.73% | +111,700+18.9% | Added |
| Brighton Jones LLC | 673,739 | $3.29M | 0.19% | +673,739 | New |
| LPL Financial LLC | 655,534 | $3.20M | 0.00% | +23,030+3.6% | Added |
| Legal & General Group Plc | 651,707 | $3.18M | 0.00% | −7,250−1.1% | Reduced |
| Luminus Management LLC | 632,763 | $3.09M | 1.29% | +632,763 | New |
| Knights of Columbus Asset Advisors LLC | 590,306 | $2.88M | 0.29% | +382,344+183.9% | Added |
| Philadelphia Trust Co | 569,515 | $2.78M | 0.31% | −33,485−5.6% | Reduced |
| Advisor Group Holdings, Inc. | 566,524 | $2.77M | 0.01% | −28,866−4.8% | Reduced |
| TownSquare Capital, LLC | 542,884 | $2.65M | 0.08% | +3,623+0.7% | Added |
| Cerity Partners LLC | 536,091 | $2.62M | 0.03% | +10,895+2.1% | Added |
| MML Investors Services, LLC | 527,647 | $2.58M | 0.02% | +46,641+9.7% | Added |
| Virtu Financial LLC | 527,528 | $2.57M | 0.24% | −148,026−21.9% | Reduced |
| Creative Planning | 488,877 | $2.39M | 0.00% | −10,514−2.1% | Reduced |
| Patient Capital Management, LLC | 469,700 | $2.29M | 1.16% | +238,100+102.8% | Added |
| DFPG Investments, LLC | 433,158 | $2.23M | 0.95% | +710.0% | Added |
| Invesco Ltd. | 440,328 | $2.15M | 0.00% | −28,963−6.2% | Reduced |
| Bank of Montreal | 396,993 | $2.04M | 0.00% | −3,317,694−89.3% | Reduced |
| Ameriprise Financial Inc | 422,427 | $2.03M | 0.00% | +225,467+114.5% | Added |
| Strategic Wealth Advisors Group, LLC | 408,997 | $2.00M | 0.09% | +207,919+103.4% | Added |
| Public Employees Retirement System of Ohio | 398,992 | $1.95M | 0.01% | +3,143+0.8% | Added |
| State of New Jersey Common Pension Fund D | 375,629 | $1.83M | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 369,704 | $1.80M | 0.14% | +94,208+34.2% | Added |
| Eaton Vance Management | 350,532 | $1.71M | 0.00% | +350,532 | New |
| Cambridge Investment Research Advisors, Inc. | 346,264 | $1.69M | 0.01% | +2,923+0.9% | Added |
| Group One Trading, L.P. | 344,125 | $1.68M | 0.05% | −803,715−70.0% | Reduced |
| Treasurer of the State of North Carolina | 340,699 | $1.66M | 0.01% | +4,390+1.3% | Added |
| Bluefin Capital Management, LLC | 335,753 | $1.64M | 0.18% | +96,923+40.6% | Added |
| Alliancebernstein L.P. | 325,622 | $1.59M | 0.00% | −2,323−0.7% | Reduced |
| Monashee Investment Management LLC | 320,000 | $1.56M | 0.58% | +320,000 | New |
| Triumph Capital Management | 298,857 | $1.46M | 0.79% | +63,897+27.2% | Added |
| Balyasny Asset Management LLC | 298,726 | $1.46M | 0.01% | +225,126+305.9% | Added |
| Point72 Hong Kong Ltd | 295,354 | $1.44M | 0.09% | +295,354 | New |
| Cubist Systematic Strategies, LLC | 294,174 | $1.44M | 0.01% | +274,074+1,363.6% | Added |
| Schonfeld Strategic Advisors LLC | 289,857 | $1.42M | 0.01% | −492,543−63.0% | Reduced |
| Anderson Hoagland & Co | 288,121 | $1.41M | 0.23% | +931+0.3% | Added |
| Old Second National Bank of Aurora | 280,174 | $1.37M | 0.42% | +4,367+1.6% | Added |
| Nisa Investment Advisors, LLC | 278,000 | $1.36M | 0.01% | +278,000 | New |
| Vontobel Holding Ltd. | 277,381 | $1.34M | 0.02% | +9,040+3.4% | Added |
| Summit Trail Advisors, LLC | 260,734 | $1.27M | 0.07% | +421+0.2% | Added |
| Atria Wealth Solutions, Inc. | 253,792 | $1.24M | 0.02% | +47,103+22.8% | Added |
| Reynders McVeigh Capital Management, LLC | 253,019 | $1.24M | 0.10% | +86,578+52.0% | Added |
| Federation des caisses Desjardins du Quebec | 249,604 | $1.22M | 0.01% | −5,206−2.0% | Reduced |
| Belmont Capital, LLC | 242,350 | $1.18M | 1.40% | 00.0% | Unchanged |