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 |
|---|---|---|---|---|---|
| Silicon Hills Wealth Management, LLC | 19,792 | $97.0K | 0.08% | 00.0% | Unchanged |
| Resolute Partners Group | 19,827 | $97.0K | 0.01% | 00.0% | Unchanged |
| Adviser Investments LLC | 20,103 | $98.0K | 0.01% | +53+0.3% | Added |
| Farmers & Merchants Investments Inc | 20,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 20,050 | $98.0K | 0.01% | +197+1.0% | Added |
| CoreCap Advisors, LLC | 20,492 | $100.0K | 0.01% | +6,686+48.4% | Added |
| Burney Co | 20,619 | $101.0K | 0.01% | −620−2.9% | Reduced |
| Emerald Mutual Fund Advisers Trust | 20,978 | $102.0K | 0.01% | 00.0% | Unchanged |
| Ergoteles LLC | 21,400 | $104.0K | 0.00% | +21,400 | New |
| Beacon Pointe Advisors, LLC | 21,594 | $105.0K | 0.00% | +402+1.9% | Added |
| Perigon Wealth Management, LLC | 21,698 | $106.0K | 0.01% | −602−2.7% | Reduced |
| Sigma Planning Corp | 21,862 | $107.0K | 0.00% | +1,183+5.7% | Added |
| DDD Partners, LLC | 22,155 | $108.0K | 0.02% | +155+0.7% | Added |
| M&T Bank Corp | 22,028 | $108.0K | 0.00% | +4,359+24.7% | Added |
| Keystone Financial Group | 22,855 | $112.0K | 0.02% | +1,070+4.9% | Added |
| Zullo Investment Group, Inc. | 23,075 | $113.0K | 0.07% | +800+3.6% | Added |
| Independent Wealth Network Inc. | 23,303 | $114.0K | 0.09% | +9,454+68.3% | Added |
| Amundi | 21,756 | $115.0K | 0.00% | −93,771−81.2% | Reduced |
| Harbor Investment Advisory, LLC | 23,612 | $115.0K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 23,800 | $116.0K | 0.05% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 23,773 | $116.0K | 0.01% | +23,773 | New |
| Daiwa Securities Group Inc. | 24,116 | $118.0K | 0.00% | −2,260−8.6% | Reduced |
| American Portfolios Advisors | 24,250 | $118.3K | 0.01% | −1,400−5.5% | Reduced |
| Zions Bancorporation, N.A. | 24,348 | $119.0K | 0.01% | −518−2.1% | Reduced |
| Macquarie Group Ltd | 18,209 | $120.0K | 0.00% | −6,391−26.0% | Reduced |
| MSD Partners, L.P. | 25,000 | $122.0K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 24,942 | $122.0K | 0.00% | +121+0.5% | Added |
| Enlightenment Research, LLC | 25,100 | $122.0K | 0.27% | +6,400+34.2% | Added |
| Magnetar Financial LLC | 25,000 | $122.0K | 0.00% | +10,086+67.6% | Added |
| Steward Partners Investment Advisory, LLC | 25,469 | $124.0K | 0.00% | +3,843+17.8% | Added |
| Fox Run Management, L.L.C. | 25,462 | $124.0K | 0.05% | +25,462 | New |
| Boothbay Fund Management, LLC | 25,609 | $125.0K | 0.00% | −274,391−91.5% | Reduced |
| Oak Thistle LLC | 25,609 | $125.0K | 0.45% | +25,609 | New |
| Buckingham Strategic Wealth, LLC | 26,099 | $127.0K | 0.00% | +325+1.3% | Added |
| Xcel Wealth Management, LLC | 25,980 | $127.0K | 0.05% | +5,250+25.3% | Added |
| Empowered Funds, LLC | 26,437 | $129.0K | 0.01% | +6,360+31.7% | Added |
| Avantax Advisory Services, Inc. | 26,587 | $130.0K | 0.00% | +11,101+71.7% | Added |
| Garde Capital, Inc. | 26,762 | $131.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 26,995 | $132.0K | 0.00% | −3,659−11.9% | Reduced |
| Perennial Investment Advisors, LLC | 27,171 | $133.0K | 0.06% | +1,355+5.2% | Added |
| Integrated Advisors Network LLC | 27,535 | $134.0K | 0.01% | +77+0.3% | Added |
| Mercer Global Advisors Inc | 27,882 | $136.0K | 0.00% | +1,904+7.3% | Added |
| Davenport & Co LLC | 28,000 | $137.0K | 0.00% | −3,535−11.2% | Reduced |
| Avestar Capital, LLC | 28,070 | $137.0K | 0.04% | −2,070−6.9% | Reduced |
| FNY Investment Advisers, LLC | 28,630 | $139.0K | 0.10% | +28,630 | New |
| Capital Markets Trading UK LLP | 28,908 | $141.0K | 0.15% | +28,908 | New |
| KRS Capital Management, LLC | 29,250 | $142.0K | 0.21% | −600−2.0% | Reduced |
| Virginia Retirement Systems Et Al | 29,300 | $143.0K | 0.00% | +29,300 | New |
| Great West Life Assurance Co | 29,544 | $144.0K | 0.00% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 30,070 | $147.0K | 0.11% | −8,013−21.0% | Reduced |
| XTX Topco Ltd | 30,397 | $148.0K | 0.04% | +30,397 | New |
| Stratos Wealth Advisors, LLC | 30,671 | $150.0K | 0.02% | +30,671 | New |
| First National Trust Co | 31,025 | $151.0K | 0.01% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 31,793 | $155.0K | 0.03% | −1,986−5.9% | Reduced |
| Sandy Spring Bank | 31,856 | $156.0K | 0.01% | −4,820−13.1% | Reduced |
| Woodmont Investment Counsel LLC | 32,922 | $161.0K | 0.02% | −4,200−11.3% | Reduced |
| Merriman Wealth Management, LLC | 33,000 | $161.0K | 0.01% | +33,000 | New |
| Regal Investment Advisors LLC | 33,357 | $163.0K | 0.02% | +1,471+4.6% | Added |
| Prospera Financial Services Inc | 33,723 | $164.0K | 0.01% | −9,485−22.0% | Reduced |
| D.A. Davidson & Co. | 34,112 | $166.0K | 0.00% | +34,112 | New |
| Fortis Advisors, LLC | 34,650 | $169.0K | 0.12% | +2,750+8.6% | Added |
| Hexagon Capital Partners LLC | 34,721 | $169.0K | 0.05% | +9,801+39.3% | Added |
| Foresight Wealth Management, LLC | 35,045 | $171.0K | 0.07% | −1,800−4.9% | Reduced |
| Good Life Advisors, LLC | 35,401 | $173.0K | 0.03% | +22,521+174.9% | Added |
| Wedbush Securities Inc | 36,507 | $178.0K | 0.01% | +900+2.5% | Added |
| Soltis Investment Advisors LLC | 36,777 | $179.0K | 0.03% | +7,611+26.1% | Added |
| Amussen Hunsaker Associates LLC | 37,279 | $182.0K | 0.05% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 37,500 | $183.0K | 0.11% | 00.0% | Unchanged |
| Hudock, Inc. | 37,927 | $185.0K | 0.06% | +23,513+163.1% | Added |
| Stratos Wealth Partners, LTD. | 38,327 | $187.0K | 0.01% | −12,921−25.2% | Reduced |
| National Bank of Canada | 39,245 | $191.0K | 0.00% | −16,652−29.8% | Reduced |
| QCM Cayman, Ltd. | 39,338 | $192.0K | 2.80% | +39,338 | New |
| Total Clarity Wealth Management, Inc. | 39,790 | $194.0K | 0.12% | −650−1.6% | Reduced |
| Harbour Investments, Inc. | 37,225 | $196.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 40,757 | $199.0K | 0.00% | +13,779+51.1% | Added |
| Prudential Financial Inc | 41,489 | $201.0K | 0.00% | +7,020+20.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $206.0K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 42,413 | $207.0K | 0.00% | +6,627+18.5% | Added |
| Jefferies Group LLC | 42,500 | $207.4K | 0.01% | +23,108+119.2% | Added |
| Caliber Wealth Management, LLC | 43,851 | $214.0K | 0.17% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 43,952 | $214.0K | 0.03% | +12,623+40.3% | Added |
| Cim Investment Mangement Inc | 44,133 | $215.0K | 0.10% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 44,000 | $215.0K | 0.18% | +20,700+88.8% | Added |
| Kestra Private Wealth Services, LLC | 45,136 | $220.0K | 0.01% | −5,000−10.0% | Reduced |
| Equitable Holdings, Inc. | 45,155 | $220.0K | 0.00% | +15,658+53.1% | Added |
| Resources Investment Advisors, LLC. | 45,270 | $221.0K | 0.01% | +5,605+14.1% | Added |
| Gotham Asset Management, LLC | 45,644 | $223.0K | 0.01% | +22,949+101.1% | Added |
| Alpha Paradigm Partners, LLC | 46,369 | $226.0K | 0.10% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 47,521 | $232.0K | 0.03% | +25,246+113.3% | Added |
| Change Path, LLC | 48,990 | $239.0K | 0.01% | −6,038−11.0% | Reduced |
| Captrust Financial Advisors | 49,406 | $241.0K | 0.00% | +1,646+3.4% | Added |
| Bulltick Wealth Management, LLC | 51,040 | $249.1K | 0.07% | −1,340−2.6% | Reduced |
| Rockefeller Capital Management L.P. | 52,079 | $254.0K | 0.00% | −16,179−23.7% | Reduced |
| Vigilare Wealth Management | 52,653 | $257.0K | 0.33% | +9,030+20.7% | Added |
| Lincoln National Corp | 52,961 | $259.0K | 0.01% | +812+1.6% | Added |
| Valeo Financial Advisors, LLC | 54,146 | $264.0K | 0.02% | −2,985−5.2% | Reduced |
| M Holdings Securities, Inc. | 54,503 | $266.0K | 0.03% | −4,397−7.5% | Reduced |
| ProShare Advisors LLC | 54,508 | $266.0K | 0.00% | +2,621+5.1% | Added |
| Janney Montgomery Scott LLC | 55,014 | $268.0K | 0.00% | −7,625−12.2% | Reduced |
| International Assets Investment Management, LLC | 56,660 | $277.0K | 0.06% | −3,640−6.0% | Reduced |