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 |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4,666 | $23.0K | 0.00% | +127+2.8% | Added |
| Carolinas Wealth Consulting LLC | 5,000 | $24.0K | 0.01% | +5,000 | New |
| PSI Advisors, LLC | 5,285 | $26.0K | 0.01% | −1,300−19.7% | Reduced |
| Coastal Capital Group, Inc. | 5,380 | $26.0K | 0.01% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 5,800 | $28.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6,000 | $29.0K | 0.00% | +1,000+20.0% | Added |
| CSS LLC | 6,000 | $29.0K | 0.00% | +6,000 | New |
| Umb Bank N A | 6,171 | $30.0K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 6,455 | $31.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,583 | $32.0K | 0.00% | +123+1.9% | Added |
| Advisors Asset Management, Inc. | 6,456 | $32.0K | 0.00% | +125+2.0% | Added |
| Swedbank AB | 6,744 | $32.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,055 | $34.0K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 7,479 | $36.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 7,738 | $37.0K | 0.00% | −32,002−80.5% | Reduced |
| Central Trust Co | 7,571 | $37.0K | 0.00% | −14,439−65.6% | Reduced |
| American International Group, Inc. | 8,339 | $41.0K | 0.00% | +20+0.2% | Added |
| Banque Cantonale Vaudoise | 9,000 | $44.0K | 0.00% | −118−1.3% | Reduced |
| Savior LLC | 9,117 | $44.0K | 0.04% | +9,117 | New |
| Asset Management One Co.,Ltd. | 9,300 | $45.0K | 0.00% | +30.0% | Added |
| Fagan Associates, Inc. | 10,000 | $49.0K | 0.01% | +10,000 | New |
| CNB Bank | 10,000 | $49.0K | 0.03% | +10,000 | New |
| Legacy Wealth Planning, LLC | 10,000 | $49.0K | 0.08% | +10,000 | New |
| Kaizen Financial Strategies | 10,000 | $49.0K | 0.05% | +10,000 | New |
| Continuum Advisory, LLC | 10,235 | $50.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,254 | $50.0K | 0.00% | +444+4.5% | Added |
| Krilogy Financial LLC | 10,417 | $51.0K | 0.01% | −982−8.6% | Reduced |
| US Bancorp | 10,577 | $52.0K | 0.00% | −364−3.3% | Reduced |
| SOL Capital Management CO | 10,735 | $52.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,749 | $52.0K | 0.01% | +10,749 | New |
| Inspire Advisors, LLC | 10,925 | $53.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $53.0K | 0.00% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 11,115 | $54.0K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 11,000 | $54.0K | 0.04% | +11,000 | New |
| Coastal Investment Advisors, Inc. | 11,300 | $55.0K | 0.01% | −2,515−18.2% | Reduced |
| Snowden Capital Advisors LLC | 11,374 | $55.0K | 0.00% | −1,200−9.5% | Reduced |
| Activest Wealth Management | 8,750 | $55.0K | 0.02% | +8,750 | New |
| Founders Financial Securities LLC | 11,500 | $56.0K | 0.01% | +11,500 | New |
| Northside Capital Management, LLC | 11,493 | $56.0K | 0.02% | +11,493 | New |
| CIBC World Markets Inc. | 11,778 | $57.0K | 0.00% | +191+1.6% | Added |
| Balentine LLC | 11,781 | $57.0K | 0.00% | +11,781 | New |
| Financial Advisory Service, Inc. | 11,700 | $57.0K | 0.01% | +11,700 | New |
| Manufacturers Life Insurance Company, The | 11,827 | $57.7K | 0.00% | +1,259+11.9% | Added |
| Lindbrook Capital, LLC | 11,825 | $58.0K | 0.01% | −124−1.0% | Reduced |
| Lido Advisors, LLC | 12,075 | $58.0K | 0.00% | +12,075 | New |
| SkyOak Wealth, LLC | 12,044 | $59.0K | 0.02% | 00.0% | Unchanged |
| Prostatis Group LLC | 12,200 | $59.5K | 0.07% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,380 | $60.0K | 0.02% | +555+4.7% | Added |
| FMR LLC | 12,442 | $60.0K | 0.00% | +8,754+237.4% | Added |
| Water Island Capital LLC | 12,500 | $61.0K | 0.00% | +12,500 | New |
| Well Done, LLC | 12,705 | $62.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,929 | $63.0K | 0.00% | −519−3.9% | Reduced |
| Gofen & Glossberg LLC | 13,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,890 | $63.0K | 0.00% | +5,586+76.5% | Added |
| qPULA Trading Management LP | 13,000 | $63.0K | 0.55% | +13,000 | New |
| Proficio Capital Partners LLC | 13,595 | $65.0K | 0.01% | +235+1.8% | Added |
| First Trust Advisors LP | 13,521 | $66.0K | 0.00% | +13,521 | New |
| Cresset Asset Management, LLC | 13,667 | $67.0K | 0.00% | −18,435−57.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,798 | $67.0K | 0.01% | −1,009−6.8% | Reduced |
| EP Wealth Advisors, LLC | 13,821 | $67.0K | 0.00% | +13,821 | New |
| WCG Wealth Advisors LLC | 3,400 | $67.0K | 0.01% | +3,400 | New |
| First Capital Advisors Group, LLC. | 14,163 | $69.0K | 0.06% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 14,200 | $69.0K | 0.05% | +200+1.4% | Added |
| J.W. Cole Advisors, Inc. | 14,500 | $71.0K | 0.01% | −9,900−40.6% | Reduced |
| Wealthsource Partners, LLC | 14,589 | $71.0K | 0.01% | −350−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 14,567 | $71.0K | 0.00% | +14,567 | New |
| Fairfield, Bush & Co. | 14,700 | $72.0K | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 14,662 | $72.0K | 0.00% | +250+1.7% | Added |
| K2 Principal Fund, L.P. | 15,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 15,000 | $73.0K | 0.04% | +15,000 | New |
| Columbia Asset Management | 14,980 | $73.0K | 0.02% | +14,980 | New |
| Corient Capital Partners, LLC | 13,775 | $73.0K | 0.01% | +13,775 | New |
| Traynor Capital Management, Inc. | 15,226 | $74.0K | 0.01% | −469−3.0% | Reduced |
| Transcend Wealth Collective, LLC | 15,325 | $75.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 15,587 | $76.0K | 0.00% | −30,053−65.8% | Reduced |
| Gladstone Institutional Advisory LLC | 15,584 | $76.0K | 0.01% | −4,659−23.0% | Reduced |
| Aspiriant, LLC | 15,633 | $76.0K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,500 | $76.0K | 0.06% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 15,750 | $77.0K | 0.09% | +250+1.6% | Added |
| Gyroscope Capital Management Group, LLC | 15,900 | $78.0K | 0.03% | +3,600+29.3% | Added |
| Vivaldi Capital Management, LLC | 15,859 | $79.0K | 0.02% | −1,000−5.9% | Reduced |
| MetLife Investment Management | 16,352 | $79.8K | 0.00% | −395−2.4% | Reduced |
| Bensler, LLC | 16,390 | $80.0K | 0.02% | 00.0% | Unchanged |
| Albion Financial Group | 16,415 | $80.0K | 0.01% | −16,415−50.0% | Reduced |
| Crewe Advisors LLC | 16,334 | $80.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16,374 | $80.0K | 0.03% | +4,815+41.7% | Added |
| Ieq Capital, LLC | 16,537 | $81.0K | 0.00% | +16,537 | New |
| Cantor Fitzgerald, L. P. | 16,725 | $82.0K | 0.00% | +16,725 | New |
| SkyView Investment Advisors, LLC | 17,157 | $84.0K | 0.02% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 17,463 | $85.0K | 0.01% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 17,522 | $86.0K | 0.02% | −2,160−11.0% | Reduced |
| XR Securities LLC | 17,890 | $87.0K | 0.08% | +118+0.7% | Added |
| Quinn Opportunity Partners LLC | 18,000 | $87.8K | 0.01% | +18,000 | New |
| Jump Financial, LLC | 17,957 | $88.0K | 0.00% | +17,957 | New |
| Pointe Capital Management LLC | 18,490 | $90.0K | 0.07% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 18,670 | $91.0K | 0.06% | −290−1.5% | Reduced |
| The PNC Financial Services Group, Inc. | 18,585 | $91.0K | 0.00% | +6,692+56.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,925 | $92.0K | 0.00% | −703−3.6% | Reduced |
| Hourglass Capital, LLC | 19,000 | $93.0K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 19,298 | $94.0K | 0.00% | +100+0.5% | Added |