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 |
|---|---|---|---|---|---|
| Redpoint Investment Management Pty Ltd | 17,463 | $85.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 17,157 | $84.0K | 0.02% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 16,725 | $82.0K | 0.00% | +16,725 | New |
| Ieq Capital, LLC | 16,537 | $81.0K | 0.00% | +16,537 | New |
| Albion Financial Group | 16,415 | $80.0K | 0.01% | −16,415−50.0% | Reduced |
| Crewe Advisors LLC | 16,334 | $80.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 16,374 | $80.0K | 0.03% | +4,815+41.7% | Added |
| Bensler, LLC | 16,390 | $80.0K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 16,352 | $79.8K | 0.00% | −395−2.4% | Reduced |
| Vivaldi Capital Management, LLC | 15,859 | $79.0K | 0.02% | −1,000−5.9% | Reduced |
| Gyroscope Capital Management Group, LLC | 15,900 | $78.0K | 0.03% | +3,600+29.3% | Added |
| Concorde Asset Management, LLC | 15,750 | $77.0K | 0.09% | +250+1.6% | Added |
| Verition Fund Management LLC | 15,587 | $76.0K | 0.00% | −30,053−65.8% | Reduced |
| Gladstone Institutional Advisory LLC | 15,584 | $76.0K | 0.01% | −4,659−23.0% | Reduced |
| Aspiriant, LLC | 15,633 | $76.0K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,500 | $76.0K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 15,325 | $75.0K | 0.01% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 15,226 | $74.0K | 0.01% | −469−3.0% | Reduced |
| K2 Principal Fund, L.P. | 15,000 | $73.0K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 15,000 | $73.0K | 0.04% | +15,000 | New |
| Columbia Asset Management | 14,980 | $73.0K | 0.02% | +14,980 | New |
| Corient Capital Partners, LLC | 13,775 | $73.0K | 0.01% | +13,775 | New |
| Fairfield, Bush & Co. | 14,700 | $72.0K | 0.05% | 00.0% | Unchanged |
| Xponance, Inc. | 14,662 | $72.0K | 0.00% | +250+1.7% | Added |
| J.W. Cole Advisors, Inc. | 14,500 | $71.0K | 0.01% | −9,900−40.6% | Reduced |
| Wealthsource Partners, LLC | 14,589 | $71.0K | 0.01% | −350−2.3% | Reduced |
| Kingsview Wealth Management, LLC | 14,567 | $71.0K | 0.00% | +14,567 | New |
| First Capital Advisors Group, LLC. | 14,163 | $69.0K | 0.06% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 14,200 | $69.0K | 0.05% | +200+1.4% | Added |
| Cresset Asset Management, LLC | 13,667 | $67.0K | 0.00% | −18,435−57.4% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,798 | $67.0K | 0.01% | −1,009−6.8% | Reduced |
| EP Wealth Advisors, LLC | 13,821 | $67.0K | 0.00% | +13,821 | New |
| WCG Wealth Advisors LLC | 3,400 | $67.0K | 0.01% | +3,400 | New |
| First Trust Advisors LP | 13,521 | $66.0K | 0.00% | +13,521 | New |
| Proficio Capital Partners LLC | 13,595 | $65.0K | 0.01% | +235+1.8% | Added |
| Integrated Wealth Concepts LLC | 12,929 | $63.0K | 0.00% | −519−3.9% | Reduced |
| Gofen & Glossberg LLC | 13,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 12,890 | $63.0K | 0.00% | +5,586+76.5% | Added |
| qPULA Trading Management LP | 13,000 | $63.0K | 0.55% | +13,000 | New |
| Well Done, LLC | 12,705 | $62.0K | 0.02% | 00.0% | Unchanged |
| Water Island Capital LLC | 12,500 | $61.0K | 0.00% | +12,500 | New |
| 180 Wealth Advisors, LLC | 12,380 | $60.0K | 0.02% | +555+4.7% | Added |
| FMR LLC | 12,442 | $60.0K | 0.00% | +8,754+237.4% | Added |
| Prostatis Group LLC | 12,200 | $59.5K | 0.07% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 12,044 | $59.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11,825 | $58.0K | 0.01% | −124−1.0% | Reduced |
| Lido Advisors, LLC | 12,075 | $58.0K | 0.00% | +12,075 | New |
| Manufacturers Life Insurance Company, The | 11,827 | $57.7K | 0.00% | +1,259+11.9% | Added |
| CIBC World Markets Inc. | 11,778 | $57.0K | 0.00% | +191+1.6% | Added |
| Balentine LLC | 11,781 | $57.0K | 0.00% | +11,781 | New |
| Financial Advisory Service, Inc. | 11,700 | $57.0K | 0.01% | +11,700 | New |
| Founders Financial Securities LLC | 11,500 | $56.0K | 0.01% | +11,500 | New |
| Northside Capital Management, LLC | 11,493 | $56.0K | 0.02% | +11,493 | New |
| Coastal Investment Advisors, Inc. | 11,300 | $55.0K | 0.01% | −2,515−18.2% | Reduced |
| Snowden Capital Advisors LLC | 11,374 | $55.0K | 0.00% | −1,200−9.5% | Reduced |
| Activest Wealth Management | 8,750 | $55.0K | 0.02% | +8,750 | New |
| Archford Capital Strategies, LLC | 11,115 | $54.0K | 0.01% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 11,000 | $54.0K | 0.04% | +11,000 | New |
| Inspire Advisors, LLC | 10,925 | $53.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $53.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,577 | $52.0K | 0.00% | −364−3.3% | Reduced |
| SOL Capital Management CO | 10,735 | $52.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 10,749 | $52.0K | 0.01% | +10,749 | New |
| Krilogy Financial LLC | 10,417 | $51.0K | 0.01% | −982−8.6% | Reduced |
| Continuum Advisory, LLC | 10,235 | $50.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 10,254 | $50.0K | 0.00% | +444+4.5% | Added |
| Fagan Associates, Inc. | 10,000 | $49.0K | 0.01% | +10,000 | New |
| CNB Bank | 10,000 | $49.0K | 0.03% | +10,000 | New |
| Legacy Wealth Planning, LLC | 10,000 | $49.0K | 0.08% | +10,000 | New |
| Kaizen Financial Strategies | 10,000 | $49.0K | 0.05% | +10,000 | New |
| Asset Management One Co.,Ltd. | 9,300 | $45.0K | 0.00% | +30.0% | Added |
| Banque Cantonale Vaudoise | 9,000 | $44.0K | 0.00% | −118−1.3% | Reduced |
| Savior LLC | 9,117 | $44.0K | 0.04% | +9,117 | New |
| American International Group, Inc. | 8,339 | $41.0K | 0.00% | +20+0.2% | Added |
| Cutler Group LP | 7,738 | $37.0K | 0.00% | −32,002−80.5% | Reduced |
| Central Trust Co | 7,571 | $37.0K | 0.00% | −14,439−65.6% | Reduced |
| KBC Group NV | 7,479 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,055 | $34.0K | 0.01% | 00.0% | Unchanged |
| Swedbank AB | 6,744 | $32.9K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,583 | $32.0K | 0.00% | +123+1.9% | Added |
| Advisors Asset Management, Inc. | 6,456 | $32.0K | 0.00% | +125+2.0% | Added |
| Storebrand Asset Management AS | 6,455 | $31.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,171 | $30.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6,000 | $29.0K | 0.00% | +1,000+20.0% | Added |
| CSS LLC | 6,000 | $29.0K | 0.00% | +6,000 | New |
| Emerald Advisers, LLC | 5,800 | $28.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,285 | $26.0K | 0.01% | −1,300−19.7% | Reduced |
| Coastal Capital Group, Inc. | 5,380 | $26.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,000 | $24.0K | 0.01% | +5,000 | New |
| Glassman Wealth Services | 4,666 | $23.0K | 0.00% | +127+2.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,488 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,570 | $22.0K | 0.00% | +1,792+64.5% | Added |
| Parallel Advisors, LLC | 4,097 | $20.0K | 0.00% | −10,014−71.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 4,000 | $20.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 3,908 | $19.0K | 0.00% | +408+11.7% | Added |
| Penserra Capital Management LLC | 3,693 | $18.0K | 0.00% | −32,432−89.8% | Reduced |
| SRS Capital Advisors, Inc. | 3,520 | $17.0K | 0.00% | +407+13.1% | Added |
| Eisler Capital (UK) Ltd. | 3,000 | $15.0K | 0.00% | +3,000 | New |
| SOA Wealth Advisors, LLC. | 2,930 | $14.0K | 0.00% | +410+16.3% | Added |
| Baldwin Brothers Inc | 2,706 | $13.0K | 0.00% | 00.0% | Unchanged |