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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.

Q3 2022 vs. Q2 2022

How the institutions holding SoFi Technologies, Inc. changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of SOFI: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders4697492+30
Shares405.3M164.8K331.7M−73.4M (−18.1%)
Value$2.16B$907.7K$1.60B−$551.8M (−25.6%)

7 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (80)

Institutions that held SoFi Technologies, Inc. at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to SOFI in Q3 2022
InstitutionSharesValue% of portfolio
Point72 Asset Management, L.P.3,509,722$17.1M0.07%
J. Goldman & Co LP2,110,094$10.3M0.77%
California Public Employees Retirement System1,475,517$7.20M0.01%
Weiss Multi-Strategy Advisers LLC950,000$4.64M0.13%
Trexquant Investment LP743,666$3.63M0.13%
Brighton Jones LLC673,739$3.29M0.19%
Luminus Management LLC632,763$3.09M1.29%
Eaton Vance Management350,532$1.71M0.00%
Monashee Investment Management LLC320,000$1.56M0.58%
Point72 Hong Kong Ltd295,354$1.44M0.09%
Nisa Investment Advisors, LLC278,000$1.36M0.01%
Alpha Square Group S, LLC221,674$1.08M0.59%
Chimera Capital Management LLC161,863$790.0K0.22%
Tudor Investment Corp Et Al135,251$660.0K0.02%
Gsa Capital Partners LLP105,397$514.0K0.07%
Quantamental Technologies LLC103,340$504.0K0.20%
EFG Asset Management (North America) Corp.94,923$464.0K0.11%
Icapital Wealth LLC86,600$423.0K0.30%
Blueshift Asset Management, LLC84,272$411.0K0.09%
Victory Capital Management Inc80,643$394.0K0.00%
Miracle Mile Advisors, LLC78,350$382.0K0.02%
QCM Cayman, Ltd.39,338$192.0K2.80%
D.A. Davidson & Co.34,112$166.0K0.00%
Merriman Wealth Management, LLC33,000$161.0K0.01%
Stratos Wealth Advisors, LLC30,671$150.0K0.02%
XTX Topco Ltd30,397$148.0K0.04%
Virginia Retirement Systems Et Al29,300$143.0K0.00%
Capital Markets Trading UK LLP28,908$141.0K0.15%
FNY Investment Advisers, LLC28,630$139.0K0.10%
Oak Thistle LLC25,609$125.0K0.45%
Fox Run Management, L.L.C.25,462$124.0K0.05%
IHT Wealth Management, LLC23,773$116.0K0.01%
Ergoteles LLC21,400$104.0K0.00%
Jump Financial, LLC17,957$88.0K0.00%
Quinn Opportunity Partners LLC18,000$87.8K0.01%
Cantor Fitzgerald, L. P.16,725$82.0K0.00%
Ieq Capital, LLC16,537$81.0K0.00%
Calton & Associates, Inc.15,000$73.0K0.04%
Columbia Asset Management14,980$73.0K0.02%
Corient Capital Partners, LLC13,775$73.0K0.01%
Kingsview Wealth Management, LLC14,567$71.0K0.00%
EP Wealth Advisors, LLC13,821$67.0K0.00%
WCG Wealth Advisors LLC3,400$67.0K0.01%
First Trust Advisors LP13,521$66.0K0.00%
qPULA Trading Management LP13,000$63.0K0.55%
Water Island Capital LLC12,500$61.0K0.00%
Lido Advisors, LLC12,075$58.0K0.00%
Balentine LLC11,781$57.0K0.00%
Financial Advisory Service, Inc.11,700$57.0K0.01%
Founders Financial Securities LLC11,500$56.0K0.01%
Northside Capital Management, LLC11,493$56.0K0.02%
Activest Wealth Management8,750$55.0K0.02%
Autumn Glory Partners, LLC11,000$54.0K0.04%
Main Street Financial Solutions, LLC10,749$52.0K0.01%
Fagan Associates, Inc.10,000$49.0K0.01%
CNB Bank10,000$49.0K0.03%
Legacy Wealth Planning, LLC10,000$49.0K0.08%
Kaizen Financial Strategies10,000$49.0K0.05%
Savior LLC9,117$44.0K0.04%
CSS LLC6,000$29.0K0.00%
Carolinas Wealth Consulting LLC5,000$24.0K0.01%
Eisler Capital (UK) Ltd.3,000$15.0K0.00%
Wipfli Financial Advisors LLC,2,645$13.0K0.00%
Riverview Trust Co2,362$12.0K0.01%
Barrett & Company, Inc.2,000$9.22K0.01%
PFG Private Wealth Management, LLC1,250$6.00K0.00%
First Command Bank1,000$5.00K0.00%
First Command Financial Services, Inc.1,000$5.00K0.00%
Leonteq Securities AG820$4.00K0.00%
WR Wealth Planners, LLC412$2.01K0.00%
Money Concepts Capital Corp429$2.00K0.00%
Asset Dedication, LLC400$2.00K0.00%
Ronald Blue Trust, Inc.149$1.00K0.00%
SJS Investment Consulting Inc.110$1.00K0.00%
Anchor Investment Management, LLC191$9320.00%
Capital Advisors, Ltd. LLC19$00.00%
BerganKDV Wealth Management, LLC67$00.00%
Paragon Wealth Strategies, LLC96$00.00%
Leelyn Smith, LLC66$00.00%
Householder Group Estate & Retirement Specialist, LLC200$00.00%

Sold out (50)

Institutions that held SoFi Technologies, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of SOFI in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Softbank Group Corp95,281,895$502.1M
Sculptor Capital LP1,752,500$9.24M
Sepio Capital, LP505,147$2.66M
Marshall Wace, LLP479,600$2.53M
HAP Trading, LLC396,460$2.09M
Parallax Volatility Advisers, L.P.366,567$1.93M
Van Eck Associates Corp336,603$1.77M
Rafferty Asset Management, LLC252,474$1.33M
Advent Capital Management150,000$791.0K
Tabor Asset Management, LP136,199$718.0K
Parsec Financial Management, Inc.85,800$452.0K
PMC FIG Opportunities LLC75,000$395.3K
Avidian Wealth Solutions, LLC69,856$368.0K
Maryland State Retirement & Pension System61,186$322.0K
Connective Portfolio Management, LLC50,000$264.0K
Bartlett & Co. LLC44,775$236.0K
Bartlett & Co. Wealth Management LLC44,775$236.0K
Korea Investment CORP35,530$187.0K
Private Trust Co NA30,000$158.0K
Man Group plc–$117.0K
Benedetti & Gucer, Inc.21,533$114.0K
BBR Partners, LLC20,946$110.0K
Chilton Investment Co LLC19,428$102.0K
Claraphi Advisory Network, LLC19,442$102.0K
Aigen Investment Management, LP19,292$102.0K
Walkner Condon Financial Advisors LLC18,256$96.0K
Seven Eight Capital, LP17,493$92.0K
Marathon Trading Investment Management LLC14,000$74.0K
Guggenheim Capital LLC12,857$68.0K
Journey Strategic Wealth LLC12,547$66.0K
McAlister, Sweet & Associates, Inc.11,700$62.0K
Pearl River Capital, LLC11,600$61.0K
KMG Fiduciary Partners, LLC11,094$58.0K
Seeyond10,367$54.0K
Steel Peak Wealth Management LLC10,340$54.0K
Robeco Institutional Asset Management B.V.4,124$22.0K
Venture Visionary Partners LLC4,100$21.6K
Cribstone Capital Management, LLC750$4.00K
Patriot Financial Group Insurance Agency, LLC742$4.00K
Salem Investment Counselors Inc550$3.00K
Tortoise Investment Management, LLC500$3.00K
Massmutual Trust Co FSB172$1.00K
Better Money Decisions, LLC106$1.00K
Worth Asset Management, LLC150$1.00K
Tucker Asset Management LLC156$822
ACG Wealth74$0
Heritage Wealth Advisors30$0
Moisand Fitzgerald Tamayo, LLC76$0
Ahrens Investment Partners LLC80$0
Charter Oak Capital Management, LLC20$0

Not filed for Q3 2022 yet (7)

Institutions that held SoFi Technologies, Inc. at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SOFI in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
B. Riley Wealth Management, Inc.91,283$481.0K
HighPoint Advisor Group LLC62,535$369.0K
Exos Asset Management LLC9,434$50.0K
HC Financial Advisors Inc800$4.00K
Private Capital Group, LLC590$3.00K
Exane Derivatives142$748
Corbenic Partners LLC60$0