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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 294,174 | $1.44M | 0.01% | +274,074+1,363.6% | Added |
| Point72 Hong Kong Ltd | 295,354 | $1.44M | 0.09% | +295,354 | 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 |
| Monashee Investment Management LLC | 320,000 | $1.56M | 0.58% | +320,000 | New |
| Alliancebernstein L.P. | 325,622 | $1.59M | 0.00% | −2,323−0.7% | Reduced |
| Bluefin Capital Management, LLC | 335,753 | $1.64M | 0.18% | +96,923+40.6% | Added |
| Treasurer of the State of North Carolina | 340,699 | $1.66M | 0.01% | +4,390+1.3% | Added |
| Group One Trading, L.P. | 344,125 | $1.68M | 0.05% | −803,715−70.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 346,264 | $1.69M | 0.01% | +2,923+0.9% | Added |
| Eaton Vance Management | 350,532 | $1.71M | 0.00% | +350,532 | New |
| Moors & Cabot, Inc. | 369,704 | $1.80M | 0.14% | +94,208+34.2% | Added |
| State of New Jersey Common Pension Fund D | 375,629 | $1.83M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 398,992 | $1.95M | 0.01% | +3,143+0.8% | Added |
| Strategic Wealth Advisors Group, LLC | 408,997 | $2.00M | 0.09% | +207,919+103.4% | Added |
| Ameriprise Financial Inc | 422,427 | $2.03M | 0.00% | +225,467+114.5% | Added |
| Bank of Montreal | 396,993 | $2.04M | 0.00% | −3,317,694−89.3% | Reduced |
| Invesco Ltd. | 440,328 | $2.15M | 0.00% | −28,963−6.2% | Reduced |
| DFPG Investments, LLC | 433,158 | $2.23M | 0.95% | +710.0% | Added |
| Patient Capital Management, LLC | 469,700 | $2.29M | 1.16% | +238,100+102.8% | Added |
| Creative Planning | 488,877 | $2.39M | 0.00% | −10,514−2.1% | Reduced |
| Virtu Financial LLC | 527,528 | $2.57M | 0.24% | −148,026−21.9% | Reduced |
| MML Investors Services, LLC | 527,647 | $2.58M | 0.02% | +46,641+9.7% | Added |
| Cerity Partners LLC | 536,091 | $2.62M | 0.03% | +10,895+2.1% | Added |
| TownSquare Capital, LLC | 542,884 | $2.65M | 0.08% | +3,623+0.7% | Added |
| Advisor Group Holdings, Inc. | 566,524 | $2.77M | 0.01% | −28,866−4.8% | Reduced |
| Philadelphia Trust Co | 569,515 | $2.78M | 0.31% | −33,485−5.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 590,306 | $2.88M | 0.29% | +382,344+183.9% | Added |
| Luminus Management LLC | 632,763 | $3.09M | 1.29% | +632,763 | New |
| Legal & General Group Plc | 651,707 | $3.18M | 0.00% | −7,250−1.1% | Reduced |
| LPL Financial LLC | 655,534 | $3.20M | 0.00% | +23,030+3.6% | Added |
| Brighton Jones LLC | 673,739 | $3.29M | 0.19% | +673,739 | New |
| Parkside Investments, LLC | 701,150 | $3.42M | 0.73% | +111,700+18.9% | Added |
| Commonwealth Equity Services, LLC | 703,878 | $3.43M | 0.01% | +32,359+4.8% | Added |
| Trexquant Investment LP | 743,666 | $3.63M | 0.13% | +743,666 | New |
| First Republic Investment Management, Inc. | 745,229 | $3.64M | 0.01% | +43,826+6.2% | Added |
| Rhumbline Advisers | 753,176 | $3.67M | 0.01% | +55,928+8.0% | Added |
| Par Capital Management Inc | 807,000 | $3.94M | 0.15% | +57,000+7.6% | Added |
| Barclays PLC | 810,017 | $3.95M | 0.00% | −1,134,529−58.3% | Reduced |
| AXA S.A. | 820,000 | $4.00M | 0.02% | +180,000+28.1% | Added |
| New York State Common Retirement Fund | 822,000 | $4.01M | 0.01% | −48,800−5.6% | Reduced |
| Simplex Trading, LLC | 838,606 | $4.09M | 0.16% | +837,746+97,412.3% | Added |
| California State Teachers Retirement System | 859,971 | $4.20M | 0.01% | −8,771−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 873,967 | $4.26M | 0.01% | +55,918+6.8% | Added |
| D. E. Shaw & Co., Inc. | 922,792 | $4.50M | 0.01% | +481,440+109.1% | Added |
| UBS Asset Management Americas Inc | 939,629 | $4.59M | 0.00% | −39,757−4.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 950,000 | $4.64M | 0.13% | +950,000 | New |
| SG Americas Securities, LLC | 950,901 | $4.64M | 0.07% | −1,440,125−60.2% | Reduced |
| BIT Capital GmbH | 952,288 | $4.65M | 0.89% | −3,164,502−76.9% | Reduced |
| Raymond James & Associates | 956,463 | $4.67M | 0.00% | −64,595−6.3% | Reduced |
| Price T Rowe Associates Inc | 967,148 | $4.72M | 0.00% | −675,199−41.1% | Reduced |
| PEAK6 Investments LLC | 1,056,555 | $5.16M | 0.19% | +208,633+24.6% | Added |
| CAPROCK Group, Inc. | 1,108,999 | $5.41M | 0.52% | −5,100−0.5% | Reduced |
| UBS Group AG | 1,176,619 | $5.74M | 0.00% | −105,031−8.2% | Reduced |
| Ensign Peak Advisors, Inc | 1,214,298 | $5.93M | 0.01% | +21,218+1.8% | Added |
| Swiss National Bank | 1,411,600 | $6.89M | 0.00% | +17,600+1.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,415,721 | $6.91M | 0.02% | −27,721−1.9% | Reduced |
| Phoenix Holdings Ltd. | 1,468,000 | $7.11M | 0.16% | 00.0% | Unchanged |
| California Public Employees Retirement System | 1,475,517 | $7.20M | 0.01% | +1,475,517 | New |
| Mizuho Markets Americas LLC | 1,487,798 | $7.26M | 0.33% | +1,331,600+852.5% | Added |
| Longitude (Cayman) Ltd. | 1,561,000 | $7.62M | 16.66% | +97,000+6.6% | Added |
| Wells Fargo & Company | 1,666,633 | $8.13M | 0.00% | +100,083+6.4% | Added |
| Credit Suisse AG | 1,812,996 | $8.85M | 0.01% | −1,571,851−46.4% | Reduced |
| Royal Bank of Canada | 2,050,555 | $10.0M | 0.00% | +127,182+6.6% | Added |
| J. Goldman & Co LP | 2,110,094 | $10.3M | 0.77% | +2,110,094 | New |
| Bank of America Corp | 2,278,052 | $11.1M | 0.00% | −1,670,820−42.3% | Reduced |
| Bank of New York Mellon Corp | 2,466,877 | $12.0M | 0.00% | +87,466+3.7% | Added |
| Jane Street Group, LLC | 2,527,126 | $12.3M | 0.02% | +1,489,446+143.5% | Added |
| Millennium Management LLC | 2,648,127 | $12.9M | 0.02% | +2,632,787+17,162.9% | Added |
| Northern Trust Corp | 3,144,635 | $15.3M | 0.00% | +261,296+9.1% | Added |
| Point72 Asset Management, L.P. | 3,509,722 | $17.1M | 0.07% | +3,509,722 | New |
| Susquehanna International Group, LLP | 3,797,106 | $18.5M | 0.04% | +2,286,354+151.3% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $20.0M | 15.57% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 4,310,786 | $21.0M | 0.01% | +496,871+13.0% | Added |
| JPMorgan Chase & Co | 4,318,275 | $21.1M | 0.00% | −366,167−7.8% | Reduced |
| Citigroup Inc | 4,901,042 | $23.9M | 0.03% | +3,590,442+274.0% | Added |
| Miller Value Partners, LLC | 5,085,933 | $24.8M | 1.51% | +2,889,833+131.6% | Added |
| Goldman Sachs Group Inc | 6,143,016 | $30.0M | 0.01% | −1,435,045−18.9% | Reduced |
| Citadel Advisors LLC | 6,332,804 | $30.9M | 0.04% | +3,546,799+127.3% | Added |
| Morgan Stanley | 7,012,136 | $34.2M | 0.00% | −1,008,389−12.6% | Reduced |
| Gpi Capital, L.P. | 7,270,941 | $35.5M | 9.14% | 00.0% | Unchanged |
| Riverwood Capital Management Ltd. | 7,691,731 | $37.5M | 20.68% | −54,621−0.7% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 8,266,520 | $40.3M | 0.47% | −6,263,437−43.1% | Reduced |
| DCM International VI, Ltd. | 8,362,150 | $40.8M | 35.88% | −1,672,572−16.7% | Reduced |
| Geode Capital Management, LLC | 10,977,522 | $53.6M | 0.01% | +706,124+6.9% | Added |
| Norges Bank | 11,612,755 | $56.7M | 0.02% | +10,661,389+1,120.6% | Added |
| State Street Corp | 11,735,611 | $57.3M | 0.00% | +48,717+0.4% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $152.0M | 1.37% | 00.0% | Unchanged |
| BlackRock Inc. | 31,679,161 | $154.6M | 0.01% | +826,805+2.7% | Added |
| Vanguard Group Inc | 66,808,733 | $326.0M | 0.01% | +4,846,633+7.8% | Added |
| Nuveen Asset Management, LLC | 3,076,622 | – | – | +1,570,690+104.3% | Added |
| IFP Advisors, Inc | 89,399 | – | – | +21,624+31.9% | Added |
| Softbank Group Corp | 0 | $0 | 0.00% | −95,281,895−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −1,752,500−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −505,147−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −479,600−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −396,460−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −366,567−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −336,603−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −252,474−100.0% | Sold out |