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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.

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.

Institutional holdersQ3 2022: 492 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ3 2022: $1.60B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2022.

Institutions holding SOFI in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Acorn Financial Advisory Services Inc241,656$1.18M0.28%+56,984+30.9%Added
Private Advisor Group, LLC239,960$1.17M0.01%+115,299+92.5%Added
CTC LLC229,736$1.12M0.13%−76,451−25.0%Reduced
Holocene Advisors, LP223,622$1.09M0.01%−402,227−64.3%Reduced
HighTower Advisors, LLC224,202$1.09M0.00%+77,508+52.8%Added
Alpha Square Group S, LLC221,674$1.08M0.59%+221,674New
Stifel Financial Corp216,635$1.06M0.00%−12,711−5.5%Reduced
Walleye Trading LLC210,364$1.03M0.03%+18,576+9.7%Added
Once Capital Management, LLC209,200$1.02M1.33%00.0%Unchanged
B & T Capital Management DBA Alpha Capital Management206,380$1.01M0.27%+121,350+142.7%Added
Advisory Services Network, LLC203,948$995.0K0.04%+40,466+24.8%Added
Baltimore-Washington Financial Advisors, Inc.203,577$993.0K0.09%+12,154+6.3%Added
Oppenheimer & Co Inc200,627$979.0K0.02%+19,007+10.5%Added
Pathstone Family Office, LLC197,486$963.7K0.02%+3,826+2.0%Added
AlphaStar Capital Management, LLC185,415$905.0K0.10%+36,499+24.5%Added
Joel Isaacson & Co., LLC183,789$897.0K0.08%00.0%Unchanged
Bayesian Capital Management, LP177,200$865.0K0.18%+54,500+44.4%Added
Newbridge Financial Services Group, Inc.173,728$848.0K0.50%+4,685+2.8%Added
Deutsche Bank AG173,399$845.0K0.00%−2,072,880−92.3%Reduced
Tower Research Capital LLC (TRC)163,120$796.0K0.01%+131,825+421.2%Added
AtonRa Partners162,197$792.0K0.78%+38,302+30.9%Added
Chimera Capital Management LLC161,863$790.0K0.22%+161,863New
Arizona State Retirement System161,768$789.0K0.01%+1,392+0.9%Added
Zazove Associates LLC160,000$781.0K0.07%00.0%Unchanged
HSBC Holdings PLC159,198$781.0K0.00%+22,593+16.5%Added
Cetera Advisor Networks LLC159,565$779.0K0.01%+33,773+26.8%Added
State Board of Administration of Florida Retirement System156,490$764.0K0.00%00.0%Unchanged
Squarepoint Ops LLC155,720$760.0K0.01%−245,706−61.2%Reduced
Mariner, LLC154,530$754.0K0.00%+61,893+66.8%Added
Convergence Financial, LLC150,000$732.0K0.80%−50,000−25.0%Reduced
TD Waterhouse Canada Inc.112,867$728.8K0.01%+22,254+24.6%Added
Fulcrum Capital LLC148,056$723.0K0.21%−38,000−20.4%Reduced
Amalgamated Bank145,191$709.0K0.01%+1,884+1.3%Added
National Asset Management, Inc.143,515$701.0K0.02%+82,859+136.6%Added
CWA Asset Management Group, LLC142,294$694.0K0.07%−30,116−17.5%Reduced
Utah Retirement Systems142,300$694.0K0.01%+100,700+242.1%Added
Cetera Advisors LLC138,290$675.0K0.02%+8,496+6.5%Added
Wolverine Trading, LLC138,047$668.0K0.03%+42,302+44.2%Added
Tudor Investment Corp Et Al135,251$660.0K0.02%+135,251New
Colony Group LLC134,030$654.0K0.01%−500−0.4%Reduced
Aldebaran Financial Inc.132,130$651.0K0.75%+46,302+53.9%Added
Two Sigma Securities, LLC132,752$648.0K0.09%+11,471+9.5%Added
Truist Financial Corp130,771$638.0K0.00%+17,767+15.7%Added
Boston Private Wealth LLC130,051$635.0K0.01%+85,540+192.2%Added
Skaana Management L.P.129,300$631.0K0.22%00.0%Unchanged
Voya Investment Management LLC126,469$617.2K0.00%+21,596+20.6%Added
MMBG Investment Advisors Co.120,280$587.0K0.08%00.0%Unchanged
Spire Wealth Management119,135$581.0K0.04%+50,581+73.8%Added
Cetera Investment Advisers116,379$568.0K0.01%+11,470+10.9%Added
Wolff Wiese Magana LLC114,635$559.0K0.45%−6,080−5.0%Reduced
State of Wisconsin Investment Board110,342$538.0K0.00%−37,822−25.5%Reduced
Natixis107,800$538.0K0.00%+29,249+37.2%Added
Caption Management, LLC106,149$517.0K0.09%−455,651−81.1%Reduced
Gsa Capital Partners LLP105,397$514.0K0.07%+105,397New
Firethorn Wealth Partners, LLC105,043$513.0K0.48%−16,802−13.8%Reduced
Janus Henderson Group PLC102,877$504.0K0.00%−17,447−14.5%Reduced
Quantamental Technologies LLC103,340$504.0K0.20%+103,340New
Pegasus Asset Management, Inc.102,944$502.0K0.28%−681−0.7%Reduced
Matisse Capital101,894$497.0K0.63%+50.0%Added
CIBC Private Wealth Group, LLC100,816$492.0K0.00%+4,233+4.4%Added
IMC-Chicago, LLC100,132$489.0K0.04%−113,249−53.1%Reduced
RMB Capital Management, LLC99,140$484.0K0.02%00.0%Unchanged
Russell Investments Group, Ltd.98,487$479.0K0.00%+48,709+97.9%Added
EFG Asset Management (North America) Corp.94,923$464.0K0.11%+94,923New
Means Investment Co., Inc.94,248$460.0K0.10%+3,527+3.9%Added
Principal Financial Group Inc88,067$430.0K0.00%+5,658+6.9%Added
Icapital Wealth LLC86,600$423.0K0.30%+86,600New
SeaCrest Wealth Management, LLC86,241$421.0K0.06%−10,505−10.9%Reduced
Teacher Retirement System of Texas85,459$417.0K0.00%−3,097−3.5%Reduced
Blueshift Asset Management, LLC84,272$411.0K0.09%+84,272New
Catalyst Capital Advisors LLC84,080$410.0K0.02%−40,900−32.7%Reduced
Solidarilty Wealth, LLC76,806$398.0K0.23%+806+1.1%Added
Asset Management Corp81,079$396.0K0.32%−15,250−15.8%Reduced
Victory Capital Management Inc80,643$394.0K0.00%+80,643New
Envestnet Asset Management Inc80,565$393.0K0.00%+10,873+15.6%Added
Stansberry Asset Management, LLC79,505$388.0K0.08%−519−0.6%Reduced
Alta Wealth Advisors LLC79,399$387.0K0.28%−5,000−5.9%Reduced
Miracle Mile Advisors, LLC78,350$382.0K0.02%+78,350New
Capital Advisors Wealth Management, LLC76,898$375.0K0.12%+62,040+417.6%Added
Public Employees Retirement Association of Colorado76,520$373.0K0.00%00.0%Unchanged
M. Kulyk & Associates, LLC74,901$366.0K0.13%00.0%Unchanged
Zurcher Kantonalbank (Zurich Cantonalbank)72,108$352.0K0.00%00.0%Unchanged
Kestra Advisory Services, LLC71,875$351.0K0.00%+3,393+5.0%Added
AE Wealth Management LLC71,699$350.0K0.00%+4,885+7.3%Added
Hall Kathryn A.68,944$336.0K0.14%+25,500+58.7%Added
JustInvest LLC66,580$325.0K0.01%−2,513−3.6%Reduced
San Luis Wealth Advisors LLC64,296$314.0K0.33%+205+0.3%Added
American Century Companies Inc63,988$312.0K0.00%+48,223+305.9%Added
Consolidated Investment Group LLC63,000$307.0K0.07%00.0%Unchanged
Independent Financial Group, LLC62,473$304.9K0.03%+14,500+30.2%Added
International Assets Investment Management, LLC56,660$277.0K0.06%−3,640−6.0%Reduced
Janney Montgomery Scott LLC55,014$268.0K0.00%−7,625−12.2%Reduced
M Holdings Securities, Inc.54,503$266.0K0.03%−4,397−7.5%Reduced
ProShare Advisors LLC54,508$266.0K0.00%+2,621+5.1%Added
Valeo Financial Advisors, LLC54,146$264.0K0.02%−2,985−5.2%Reduced
Lincoln National Corp52,961$259.0K0.01%+812+1.6%Added
Vigilare Wealth Management52,653$257.0K0.33%+9,030+20.7%Added
Rockefeller Capital Management L.P.52,079$254.0K0.00%−16,179−23.7%Reduced
Bulltick Wealth Management, LLC51,040$249.1K0.07%−1,340−2.6%Reduced
Captrust Financial Advisors49,406$241.0K0.00%+1,646+3.4%Added