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 |
|---|---|---|---|---|---|
| Change Path, LLC | 48,990 | $239.0K | 0.01% | −6,038−11.0% | Reduced |
| Kovack Advisors, Inc. | 47,521 | $232.0K | 0.03% | +25,246+113.3% | Added |
| Alpha Paradigm Partners, LLC | 46,369 | $226.0K | 0.10% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 45,644 | $223.0K | 0.01% | +22,949+101.1% | Added |
| Resources Investment Advisors, LLC. | 45,270 | $221.0K | 0.01% | +5,605+14.1% | 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 |
| 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 |
| 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 |
| Jefferies Group LLC | 42,500 | $207.4K | 0.01% | +23,108+119.2% | Added |
| Northwestern Mutual Wealth Management Co | 42,413 | $207.0K | 0.00% | +6,627+18.5% | Added |
| Creegan & Nassoura Financial Group, LLC | 42,250 | $206.0K | 0.18% | 00.0% | Unchanged |
| Prudential Financial Inc | 41,489 | $201.0K | 0.00% | +7,020+20.4% | Added |
| Pictet Asset Management SA | 40,757 | $199.0K | 0.00% | +13,779+51.1% | Added |
| Harbour Investments, Inc. | 37,225 | $196.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 39,790 | $194.0K | 0.12% | −650−1.6% | Reduced |
| QCM Cayman, Ltd. | 39,338 | $192.0K | 2.80% | +39,338 | New |
| National Bank of Canada | 39,245 | $191.0K | 0.00% | −16,652−29.8% | Reduced |
| Stratos Wealth Partners, LTD. | 38,327 | $187.0K | 0.01% | −12,921−25.2% | Reduced |
| Hudock, Inc. | 37,927 | $185.0K | 0.06% | +23,513+163.1% | Added |
| Highlander Capital Management, LLC | 37,500 | $183.0K | 0.11% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 37,279 | $182.0K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 36,777 | $179.0K | 0.03% | +7,611+26.1% | Added |
| Wedbush Securities Inc | 36,507 | $178.0K | 0.01% | +900+2.5% | Added |
| Good Life Advisors, LLC | 35,401 | $173.0K | 0.03% | +22,521+174.9% | Added |
| Foresight Wealth Management, LLC | 35,045 | $171.0K | 0.07% | −1,800−4.9% | Reduced |
| 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 |
| D.A. Davidson & Co. | 34,112 | $166.0K | 0.00% | +34,112 | New |
| Prospera Financial Services Inc | 33,723 | $164.0K | 0.01% | −9,485−22.0% | Reduced |
| Regal Investment Advisors LLC | 33,357 | $163.0K | 0.02% | +1,471+4.6% | Added |
| 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 |
| Sandy Spring Bank | 31,856 | $156.0K | 0.01% | −4,820−13.1% | Reduced |
| V Wealth Advisors LLC | 31,793 | $155.0K | 0.03% | −1,986−5.9% | Reduced |
| First National Trust Co | 31,025 | $151.0K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 30,671 | $150.0K | 0.02% | +30,671 | New |
| XTX Topco Ltd | 30,397 | $148.0K | 0.04% | +30,397 | New |
| Moseley Investment Management Inc | 30,070 | $147.0K | 0.11% | −8,013−21.0% | Reduced |
| Great West Life Assurance Co | 29,544 | $144.0K | 0.00% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 29,300 | $143.0K | 0.00% | +29,300 | New |
| KRS Capital Management, LLC | 29,250 | $142.0K | 0.21% | −600−2.0% | Reduced |
| Capital Markets Trading UK LLP | 28,908 | $141.0K | 0.15% | +28,908 | New |
| FNY Investment Advisers, LLC | 28,630 | $139.0K | 0.10% | +28,630 | New |
| 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 |
| Mercer Global Advisors Inc | 27,882 | $136.0K | 0.00% | +1,904+7.3% | Added |
| Integrated Advisors Network LLC | 27,535 | $134.0K | 0.01% | +77+0.3% | Added |
| Perennial Investment Advisors, LLC | 27,171 | $133.0K | 0.06% | +1,355+5.2% | Added |
| GWM Advisors LLC | 26,995 | $132.0K | 0.00% | −3,659−11.9% | Reduced |
| Garde Capital, Inc. | 26,762 | $131.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 26,587 | $130.0K | 0.00% | +11,101+71.7% | Added |
| Empowered Funds, LLC | 26,437 | $129.0K | 0.01% | +6,360+31.7% | Added |
| 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 |
| 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 |
| 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 |
| 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 |
| Macquarie Group Ltd | 18,209 | $120.0K | 0.00% | −6,391−26.0% | Reduced |
| Zions Bancorporation, N.A. | 24,348 | $119.0K | 0.01% | −518−2.1% | Reduced |
| American Portfolios Advisors | 24,250 | $118.3K | 0.01% | −1,400−5.5% | Reduced |
| Daiwa Securities Group Inc. | 24,116 | $118.0K | 0.00% | −2,260−8.6% | Reduced |
| 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 |
| 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 |
| Independent Wealth Network Inc. | 23,303 | $114.0K | 0.09% | +9,454+68.3% | Added |
| Zullo Investment Group, Inc. | 23,075 | $113.0K | 0.07% | +800+3.6% | Added |
| Keystone Financial Group | 22,855 | $112.0K | 0.02% | +1,070+4.9% | 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 |
| Sigma Planning Corp | 21,862 | $107.0K | 0.00% | +1,183+5.7% | Added |
| Perigon Wealth Management, LLC | 21,698 | $106.0K | 0.01% | −602−2.7% | Reduced |
| Beacon Pointe Advisors, LLC | 21,594 | $105.0K | 0.00% | +402+1.9% | Added |
| Ergoteles LLC | 21,400 | $104.0K | 0.00% | +21,400 | New |
| Emerald Mutual Fund Advisers Trust | 20,978 | $102.0K | 0.01% | 00.0% | Unchanged |
| Burney Co | 20,619 | $101.0K | 0.01% | −620−2.9% | Reduced |
| CoreCap Advisors, LLC | 20,492 | $100.0K | 0.01% | +6,686+48.4% | Added |
| 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 |
| 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 |
| Brown Advisory Inc | 19,298 | $94.0K | 0.00% | +100+0.5% | Added |
| Hourglass Capital, LLC | 19,000 | $93.0K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,925 | $92.0K | 0.00% | −703−3.6% | Reduced |
| 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 |
| Pointe Capital Management LLC | 18,490 | $90.0K | 0.07% | 00.0% | Unchanged |
| Jump Financial, LLC | 17,957 | $88.0K | 0.00% | +17,957 | New |
| Quinn Opportunity Partners LLC | 18,000 | $87.8K | 0.01% | +18,000 | New |
| XR Securities LLC | 17,890 | $87.0K | 0.08% | +118+0.7% | Added |
| McGuire Investment Group, LLC | 17,522 | $86.0K | 0.02% | −2,160−11.0% | Reduced |