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 |
|---|---|---|---|---|---|
| Washington Trust Co | 2,738 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 2,612 | $13.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 2,645 | $13.0K | 0.00% | +2,645 | New |
| Geneos Wealth Management Inc. | 2,650 | $12.0K | 0.00% | −1,075−28.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 2,551 | $12.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 2,362 | $12.0K | 0.01% | +2,362 | New |
| Clearstead Advisors, LLC | 2,240 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 2,200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,322 | $11.0K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 2,250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 2,298 | $11.0K | 0.00% | +2,258+5,645.0% | Added |
| Parkside Financial Bank & Trust | 2,082 | $10.0K | 0.00% | +1,487+249.9% | Added |
| Barrett & Company, Inc. | 2,000 | $9.22K | 0.01% | +2,000 | New |
| Rosenberg Matthew Hamilton | 1,600 | $8.00K | 0.00% | +1,000+166.7% | Added |
| Global Retirement Partners, LLC | 1,413 | $8.00K | 0.00% | +1,000+242.1% | Added |
| AdvisorNet Financial, Inc | 1,450 | $7.00K | 0.00% | −1,000−40.8% | Reduced |
| Optimum Investment Advisors | 1,395 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,241 | $6.00K | 0.01% | +1,194+2,540.4% | Added |
| PFG Private Wealth Management, LLC | 1,250 | $6.00K | 0.00% | +1,250 | New |
| Quadrant Capital Group LLC | 1,011 | $5.00K | 0.00% | +90+9.8% | Added |
| BDO Wealth Advisors, LLC | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 1,000 | $5.00K | 0.00% | +1,000 | New |
| First Command Financial Services, Inc. | 1,000 | $5.00K | 0.00% | +1,000 | New |
| Leonteq Securities AG | 820 | $4.00K | 0.00% | +820 | New |
| Elequin Capital LP | 813 | $4.00K | 0.00% | −982−54.7% | Reduced |
| Pin Oak Investment Advisors Inc | 920 | $4.00K | 0.01% | −200−17.9% | Reduced |
| Westside Investment Management, Inc. | 950 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 871 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 735 | $4.00K | 0.00% | +10+1.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 791 | $4.00K | 0.00% | −14−1.7% | Reduced |
| Focused Wealth Management, Inc | 800 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 725 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 773 | $4.00K | 0.00% | +603+354.7% | Added |
| TCI Wealth Advisors, Inc. | 705 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 600 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 630 | $3.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 594 | $3.00K | 0.00% | +435+273.6% | Added |
| Stephens Consulting, LLC | 500 | $2.44K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 412 | $2.01K | 0.00% | +412 | New |
| Stephenson National Bank & Trust | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 605 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 325 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 460 | $2.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 500 | $2.00K | 0.00% | +100+25.0% | Added |
| GPS Wealth Strategies Group, LLC | 470 | $2.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 456 | $2.00K | 0.00% | +131+40.3% | Added |
| FourThought Financial, LLC | 392 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 400 | $2.00K | 0.00% | +200+100.0% | Added |
| Castle Wealth Management LLC | 382 | $2.00K | 0.00% | +100+35.5% | Added |
| Money Concepts Capital Corp | 429 | $2.00K | 0.00% | +429 | New |
| Asset Dedication, LLC | 400 | $2.00K | 0.00% | +400 | New |
| Performa Ltd (US), LLC | 150 | $1.00K | 0.00% | −700−82.4% | Reduced |
| Laurel Wealth Advisors LLC | 300 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.00K | 0.00% | −1,009−83.5% | Reduced |
| Ronald Blue Trust, Inc. | 149 | $1.00K | 0.00% | +149 | New |
| SJS Investment Consulting Inc. | 110 | $1.00K | 0.00% | +110 | New |
| Anchor Investment Management, LLC | 191 | $932 | 0.00% | +191 | New |
| Fairfield Financial Advisors, LTD | 100 | $488 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $220 | 0.00% | −75−62.5% | Reduced |
| HM Payson & Co | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 67 | $0 | 0.00% | −33−33.0% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 85 | $0 | 0.00% | −85−50.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $0 | 0.00% | +19 | New |
| BerganKDV Wealth Management, LLC | 67 | $0 | 0.00% | +67 | New |
| Paragon Wealth Strategies, LLC | 96 | $0 | 0.00% | +96 | New |
| Leelyn Smith, LLC | 66 | $0 | 0.00% | +66 | New |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $0 | 0.00% | +200 | New |
| 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 |