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 |
|---|---|---|---|---|---|
| Independent Financial Group, LLC | 62,473 | $304.9K | 0.03% | +14,500+30.2% | Added |
| Consolidated Investment Group LLC | 63,000 | $307.0K | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 63,988 | $312.0K | 0.00% | +48,223+305.9% | Added |
| San Luis Wealth Advisors LLC | 64,296 | $314.0K | 0.33% | +205+0.3% | Added |
| JustInvest LLC | 66,580 | $325.0K | 0.01% | −2,513−3.6% | Reduced |
| Hall Kathryn A. | 68,944 | $336.0K | 0.14% | +25,500+58.7% | Added |
| AE Wealth Management LLC | 71,699 | $350.0K | 0.00% | +4,885+7.3% | Added |
| Kestra Advisory Services, LLC | 71,875 | $351.0K | 0.00% | +3,393+5.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 72,108 | $352.0K | 0.00% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 74,901 | $366.0K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 76,520 | $373.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors Wealth Management, LLC | 76,898 | $375.0K | 0.12% | +62,040+417.6% | Added |
| Miracle Mile Advisors, LLC | 78,350 | $382.0K | 0.02% | +78,350 | New |
| Alta Wealth Advisors LLC | 79,399 | $387.0K | 0.28% | −5,000−5.9% | Reduced |
| Stansberry Asset Management, LLC | 79,505 | $388.0K | 0.08% | −519−0.6% | Reduced |
| Envestnet Asset Management Inc | 80,565 | $393.0K | 0.00% | +10,873+15.6% | Added |
| Victory Capital Management Inc | 80,643 | $394.0K | 0.00% | +80,643 | New |
| Asset Management Corp | 81,079 | $396.0K | 0.32% | −15,250−15.8% | Reduced |
| Solidarilty Wealth, LLC | 76,806 | $398.0K | 0.23% | +806+1.1% | Added |
| Catalyst Capital Advisors LLC | 84,080 | $410.0K | 0.02% | −40,900−32.7% | Reduced |
| Blueshift Asset Management, LLC | 84,272 | $411.0K | 0.09% | +84,272 | New |
| Teacher Retirement System of Texas | 85,459 | $417.0K | 0.00% | −3,097−3.5% | Reduced |
| SeaCrest Wealth Management, LLC | 86,241 | $421.0K | 0.06% | −10,505−10.9% | Reduced |
| Icapital Wealth LLC | 86,600 | $423.0K | 0.30% | +86,600 | New |
| Principal Financial Group Inc | 88,067 | $430.0K | 0.00% | +5,658+6.9% | Added |
| Means Investment Co., Inc. | 94,248 | $460.0K | 0.10% | +3,527+3.9% | Added |
| EFG Asset Management (North America) Corp. | 94,923 | $464.0K | 0.11% | +94,923 | New |
| Russell Investments Group, Ltd. | 98,487 | $479.0K | 0.00% | +48,709+97.9% | Added |
| RMB Capital Management, LLC | 99,140 | $484.0K | 0.02% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 100,132 | $489.0K | 0.04% | −113,249−53.1% | Reduced |
| CIBC Private Wealth Group, LLC | 100,816 | $492.0K | 0.00% | +4,233+4.4% | Added |
| Matisse Capital | 101,894 | $497.0K | 0.63% | +50.0% | Added |
| Pegasus Asset Management, Inc. | 102,944 | $502.0K | 0.28% | −681−0.7% | Reduced |
| Janus Henderson Group PLC | 102,877 | $504.0K | 0.00% | −17,447−14.5% | Reduced |
| Quantamental Technologies LLC | 103,340 | $504.0K | 0.20% | +103,340 | New |
| Firethorn Wealth Partners, LLC | 105,043 | $513.0K | 0.48% | −16,802−13.8% | Reduced |
| Gsa Capital Partners LLP | 105,397 | $514.0K | 0.07% | +105,397 | New |
| Caption Management, LLC | 106,149 | $517.0K | 0.09% | −455,651−81.1% | Reduced |
| State of Wisconsin Investment Board | 110,342 | $538.0K | 0.00% | −37,822−25.5% | Reduced |
| Natixis | 107,800 | $538.0K | 0.00% | +29,249+37.2% | Added |
| Wolff Wiese Magana LLC | 114,635 | $559.0K | 0.45% | −6,080−5.0% | Reduced |
| Cetera Investment Advisers | 116,379 | $568.0K | 0.01% | +11,470+10.9% | Added |
| Spire Wealth Management | 119,135 | $581.0K | 0.04% | +50,581+73.8% | Added |
| MMBG Investment Advisors Co. | 120,280 | $587.0K | 0.08% | 00.0% | Unchanged |
| Voya Investment Management LLC | 126,469 | $617.2K | 0.00% | +21,596+20.6% | Added |
| Skaana Management L.P. | 129,300 | $631.0K | 0.22% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 130,051 | $635.0K | 0.01% | +85,540+192.2% | Added |
| Truist Financial Corp | 130,771 | $638.0K | 0.00% | +17,767+15.7% | Added |
| Two Sigma Securities, LLC | 132,752 | $648.0K | 0.09% | +11,471+9.5% | Added |
| Aldebaran Financial Inc. | 132,130 | $651.0K | 0.75% | +46,302+53.9% | Added |
| Colony Group LLC | 134,030 | $654.0K | 0.01% | −500−0.4% | Reduced |
| Tudor Investment Corp Et Al | 135,251 | $660.0K | 0.02% | +135,251 | New |
| Wolverine Trading, LLC | 138,047 | $668.0K | 0.03% | +42,302+44.2% | Added |
| Cetera Advisors LLC | 138,290 | $675.0K | 0.02% | +8,496+6.5% | Added |
| CWA Asset Management Group, LLC | 142,294 | $694.0K | 0.07% | −30,116−17.5% | Reduced |
| Utah Retirement Systems | 142,300 | $694.0K | 0.01% | +100,700+242.1% | Added |
| National Asset Management, Inc. | 143,515 | $701.0K | 0.02% | +82,859+136.6% | Added |
| Amalgamated Bank | 145,191 | $709.0K | 0.01% | +1,884+1.3% | Added |
| Fulcrum Capital LLC | 148,056 | $723.0K | 0.21% | −38,000−20.4% | Reduced |
| TD Waterhouse Canada Inc. | 112,867 | $728.8K | 0.01% | +22,254+24.6% | Added |
| Convergence Financial, LLC | 150,000 | $732.0K | 0.80% | −50,000−25.0% | Reduced |
| Mariner, LLC | 154,530 | $754.0K | 0.00% | +61,893+66.8% | Added |
| Squarepoint Ops LLC | 155,720 | $760.0K | 0.01% | −245,706−61.2% | Reduced |
| State Board of Administration of Florida Retirement System | 156,490 | $764.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 159,565 | $779.0K | 0.01% | +33,773+26.8% | Added |
| Zazove Associates LLC | 160,000 | $781.0K | 0.07% | 00.0% | Unchanged |
| HSBC Holdings PLC | 159,198 | $781.0K | 0.00% | +22,593+16.5% | Added |
| Arizona State Retirement System | 161,768 | $789.0K | 0.01% | +1,392+0.9% | Added |
| Chimera Capital Management LLC | 161,863 | $790.0K | 0.22% | +161,863 | New |
| AtonRa Partners | 162,197 | $792.0K | 0.78% | +38,302+30.9% | Added |
| Tower Research Capital LLC (TRC) | 163,120 | $796.0K | 0.01% | +131,825+421.2% | Added |
| Deutsche Bank AG | 173,399 | $845.0K | 0.00% | −2,072,880−92.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 173,728 | $848.0K | 0.50% | +4,685+2.8% | Added |
| Bayesian Capital Management, LP | 177,200 | $865.0K | 0.18% | +54,500+44.4% | Added |
| Joel Isaacson & Co., LLC | 183,789 | $897.0K | 0.08% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 185,415 | $905.0K | 0.10% | +36,499+24.5% | Added |
| Pathstone Family Office, LLC | 197,486 | $963.7K | 0.02% | +3,826+2.0% | Added |
| Oppenheimer & Co Inc | 200,627 | $979.0K | 0.02% | +19,007+10.5% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 203,577 | $993.0K | 0.09% | +12,154+6.3% | Added |
| Advisory Services Network, LLC | 203,948 | $995.0K | 0.04% | +40,466+24.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 206,380 | $1.01M | 0.27% | +121,350+142.7% | Added |
| Once Capital Management, LLC | 209,200 | $1.02M | 1.33% | 00.0% | Unchanged |
| Walleye Trading LLC | 210,364 | $1.03M | 0.03% | +18,576+9.7% | Added |
| Stifel Financial Corp | 216,635 | $1.06M | 0.00% | −12,711−5.5% | Reduced |
| Alpha Square Group S, LLC | 221,674 | $1.08M | 0.59% | +221,674 | New |
| HighTower Advisors, LLC | 224,202 | $1.09M | 0.00% | +77,508+52.8% | Added |
| Holocene Advisors, LP | 223,622 | $1.09M | 0.01% | −402,227−64.3% | Reduced |
| CTC LLC | 229,736 | $1.12M | 0.13% | −76,451−25.0% | Reduced |
| Private Advisor Group, LLC | 239,960 | $1.17M | 0.01% | +115,299+92.5% | Added |
| Acorn Financial Advisory Services Inc | 241,656 | $1.18M | 0.28% | +56,984+30.9% | Added |
| Belmont Capital, LLC | 242,350 | $1.18M | 1.40% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 249,604 | $1.22M | 0.01% | −5,206−2.0% | Reduced |
| Reynders McVeigh Capital Management, LLC | 253,019 | $1.24M | 0.10% | +86,578+52.0% | Added |
| Atria Wealth Solutions, Inc. | 253,792 | $1.24M | 0.02% | +47,103+22.8% | Added |
| Summit Trail Advisors, LLC | 260,734 | $1.27M | 0.07% | +421+0.2% | Added |
| Vontobel Holding Ltd. | 277,381 | $1.34M | 0.02% | +9,040+3.4% | Added |
| Nisa Investment Advisors, LLC | 278,000 | $1.36M | 0.01% | +278,000 | New |
| Old Second National Bank of Aurora | 280,174 | $1.37M | 0.42% | +4,367+1.6% | Added |
| Anderson Hoagland & Co | 288,121 | $1.41M | 0.23% | +931+0.3% | Added |
| Schonfeld Strategic Advisors LLC | 289,857 | $1.42M | 0.01% | −492,543−63.0% | Reduced |