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, Q4 2022
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 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
- 512
- +32 vs. Q3 2022
- Shares held
- 329.9M
- +7.50M (+2.3%) vs. Q3 2022
- Total value
- $1.52B
- −$39.4M (−2.5%) vs. Q3 2022
- New holders
- 95
- 166 more added
- Sold out
- 63
- 154 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 68,270,315 | $314.7M | 0.01% | +1,461,582+2.2% | Added |
| BlackRock Inc. | 35,647,665 | $164.3M | 0.01% | +3,968,504+12.5% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $143.6M | 1.14% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,566,832 | $71.8M | 0.08% | +9,234,028+145.8% | Added |
| Geode Capital Management, LLC | 11,567,145 | $53.3M | 0.01% | +589,623+5.4% | Added |
| State Street Corp | 11,390,826 | $52.5M | 0.00% | −344,785−2.9% | Reduced |
| Norges Bank | 9,717,705 | $44.8M | 0.01% | −1,895,050−16.3% | Reduced |
| Susquehanna International Group, LLP | 9,402,632 | $43.3M | 0.08% | +5,605,526+147.6% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 8,266,520 | $38.1M | 0.43% | 00.0% | Unchanged |
| Gpi Capital, L.P. | 7,270,941 | $33.5M | 8.37% | 00.0% | Unchanged |
| Morgan Stanley | 6,145,664 | $28.3M | 0.00% | −866,472−12.4% | Reduced |
| Point72 Asset Management, L.P. | 5,132,743 | $23.7M | 0.09% | +1,623,021+46.2% | Added |
| Miller Value Partners, LLC | 4,908,580 | $22.6M | 1.46% | −177,353−3.5% | Reduced |
| Charles Schwab Investment Management Inc | 4,485,012 | $20.7M | 0.01% | +174,226+4.0% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $18.9M | 15.10% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,765,222 | $17.4M | 0.00% | −553,053−12.8% | Reduced |
| Northern Trust Corp | 3,311,295 | $15.3M | 0.00% | +166,660+5.3% | Added |
| Nuveen Asset Management, LLC | 3,027,875 | $14.0M | 0.01% | −48,747−1.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 2,896,366 | $13.4M | 4.27% | +2,896,366 | New |
| Goldman Sachs Group Inc | 2,686,149 | $12.4M | 0.00% | −3,456,867−56.3% | Reduced |
| Bank of New York Mellon Corp | 2,460,566 | $11.3M | 0.00% | −6,311−0.3% | Reduced |
| Riverwood Capital Management Ltd. | 2,210,701 | $10.2M | 6.48% | −5,481,030−71.3% | Reduced |
| Credit Suisse AG | 1,747,576 | $8.06M | 0.01% | −65,420−3.6% | Reduced |
| Royal Bank of Canada | 1,740,671 | $8.03M | 0.00% | −309,884−15.1% | Reduced |
| Ensign Peak Advisors, Inc | 1,711,126 | $7.89M | 0.02% | +496,828+40.9% | Added |
| Citigroup Inc | 1,578,567 | $7.28M | 0.01% | −3,322,475−67.8% | Reduced |
| Jane Street Group, LLC | 1,519,832 | $7.01M | 0.01% | −1,007,294−39.9% | Reduced |
| Longitude (Cayman) Ltd. | 1,505,000 | $6.94M | 19.26% | −56,000−3.6% | Reduced |
| Phoenix Holdings Ltd. | 1,468,000 | $6.77M | 0.13% | 00.0% | Unchanged |
| Swiss National Bank | 1,447,700 | $6.67M | 0.00% | +36,100+2.6% | Added |
| California Public Employees Retirement System | 1,390,860 | $6.41M | 0.01% | −84,657−5.7% | Reduced |
| Wells Fargo & Company | 1,361,490 | $6.28M | 0.00% | −305,143−18.3% | Reduced |
| PEAK6 Investments LLC | 1,307,694 | $6.03M | 0.33% | +251,139+23.8% | Added |
| SG Americas Securities, LLC | 1,303,390 | $6.01M | 0.09% | +352,489+37.1% | Added |
| Davenport & Co LLC | 1,284,276 | $5.92M | 0.05% | +1,256,276+4,486.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,250,000 | $5.76M | 0.10% | +1,250,000 | New |
| Mizuho Markets Americas LLC | 1,242,798 | $5.73M | 0.39% | −245,000−16.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,216,889 | $5.61M | 0.01% | −198,832−14.0% | Reduced |
| UBS Group AG | 1,129,502 | $5.21M | 0.00% | −47,117−4.0% | Reduced |
| AXA S.A. | 1,126,900 | $5.20M | 0.02% | +306,900+37.4% | Added |
| Millennium Management LLC | 1,107,071 | $5.10M | 0.01% | −1,541,056−58.2% | Reduced |
| CAPROCK Group, Inc. | 1,034,550 | $4.77M | 0.44% | −74,449−6.7% | Reduced |
| UBS Asset Management Americas Inc | 1,008,748 | $4.65M | 0.00% | +69,119+7.4% | Added |
| Commonwealth Equity Services, LLC | 990,389 | $4.57M | 0.01% | +286,511+40.7% | Added |
| Price T Rowe Associates Inc | 989,424 | $4.56M | 0.00% | +22,276+2.3% | Added |
| Group One Trading, L.P. | 928,517 | $4.28M | 0.14% | +584,392+169.8% | Added |
| Trexquant Investment LP | 898,314 | $4.14M | 0.12% | +154,648+20.8% | Added |
| California State Teachers Retirement System | 877,677 | $4.05M | 0.01% | +17,706+2.1% | Added |
| LPL Financial LLC | 870,456 | $4.01M | 0.00% | +214,922+32.8% | Added |
| Parkside Investments, LLC | 831,430 | $3.83M | 0.76% | +130,280+18.6% | Added |
| Rhumbline Advisers | 824,747 | $3.80M | 0.01% | +71,571+9.5% | Added |
| New York State Common Retirement Fund | 822,000 | $3.79M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 776,500 | $3.58M | 0.03% | +486,643+167.9% | Added |
| D. E. Shaw & Co., Inc. | 766,062 | $3.53M | 0.01% | −156,730−17.0% | Reduced |
| Par Capital Management Inc | 750,000 | $3.46M | 0.12% | −57,000−7.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 726,352 | $3.35M | 0.10% | −223,648−23.5% | Reduced |
| BIT Capital GmbH | 701,776 | $3.24M | 0.67% | −250,512−26.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 697,572 | $3.22M | 0.01% | −176,395−20.2% | Reduced |
| Advisor Group Holdings, Inc. | 685,737 | $3.16M | 0.01% | +119,213+21.0% | Added |
| Invenomic Capital Management LP | 673,864 | $3.11M | 0.23% | +673,864 | New |
| HAP Trading, LLC | 670,379 | $3.09M | 0.51% | +670,379 | New |
| Mariner, LLC | 633,004 | $2.92M | 0.01% | +478,474+309.6% | Added |
| Barclays PLC | 626,855 | $2.89M | 0.00% | −183,162−22.6% | Reduced |
| Legal & General Group Plc | 609,738 | $2.81M | 0.00% | −41,969−6.4% | Reduced |
| MML Investors Services, LLC | 548,779 | $2.53M | 0.02% | +21,132+4.0% | Added |
| Cerity Partners LLC | 547,719 | $2.53M | 0.02% | +11,628+2.2% | Added |
| Caption Management, LLC | 539,500 | $2.49M | 0.42% | +433,351+408.2% | Added |
| Simplex Trading, LLC | 530,222 | $2.44M | 0.12% | −308,384−36.8% | Reduced |
| Moors & Cabot, Inc. | 523,434 | $2.41M | 0.17% | +153,730+41.6% | Added |
| Creative Planning | 522,565 | $2.41M | 0.00% | +33,688+6.9% | Added |
| Knights of Columbus Asset Advisors LLC | 516,040 | $2.38M | 0.25% | −74,266−12.6% | Reduced |
| Invesco Ltd. | 514,225 | $2.37M | 0.00% | +73,897+16.8% | Added |
| Philadelphia Trust Co | 504,320 | $2.33M | 0.25% | −65,195−11.4% | Reduced |
| State of New Jersey Common Pension Fund D | 499,852 | $2.30M | 0.01% | +124,223+33.1% | Added |
| Anderson Hoagland & Co | 401,001 | $2.17M | 0.32% | +112,880+39.2% | Added |
| Patient Capital Management, LLC | 469,700 | $2.17M | 1.06% | 00.0% | Unchanged |
| Bank of America Corp | 460,417 | $2.12M | 0.00% | −1,817,635−79.8% | Reduced |
| Bayesian Capital Management, LP | 458,700 | $2.11M | 0.31% | +281,500+158.9% | Added |
| Mark Asset Management LP | 451,452 | $2.08M | 0.49% | +451,452 | New |
| Bank of Montreal | 433,620 | $2.00M | 0.00% | +36,627+9.2% | Added |
| Public Employees Retirement System of Ohio | 412,984 | $1.90M | 0.01% | +13,992+3.5% | Added |
| Raymond James & Associates | 412,463 | $1.90M | 0.00% | −544,000−56.9% | Reduced |
| Hartline Investment Corp | 385,619 | $1.78M | 0.40% | +385,619 | New |
| TownSquare Capital, LLC | 382,857 | $1.76M | 0.04% | −160,027−29.5% | Reduced |
| State Board of Administration of Florida Retirement System | 379,470 | $1.75M | 0.00% | +222,980+142.5% | Added |
| Bluefin Capital Management, LLC | 361,595 | $1.67M | 0.29% | +25,842+7.7% | Added |
| Must Asset Management Inc. | 354,447 | $1.63M | 3.68% | +354,447 | New |
| Walleye Trading LLC | 352,758 | $1.63M | 0.04% | +142,394+67.7% | Added |
| Treasurer of the State of North Carolina | 349,699 | $1.61M | 0.01% | +9,000+2.6% | Added |
| Vontobel Holding Ltd. | 361,484 | $1.58M | 0.02% | +84,103+30.3% | Added |
| IMC-Chicago, LLC | 330,820 | $1.53M | 0.33% | +230,688+230.4% | Added |
| Alliancebernstein L.P. | 324,659 | $1.50M | 0.00% | −963−0.3% | Reduced |
| Triumph Capital Management | 312,943 | $1.44M | 0.77% | +14,086+4.7% | Added |
| Federation des caisses Desjardins du Quebec | 299,617 | $1.38M | 0.02% | +50,013+20.0% | Added |
| XTX Topco Ltd | 299,411 | $1.38M | 0.29% | +269,014+885.0% | Added |
| Newbridge Financial Services Group, Inc. | 278,403 | $1.28M | 0.74% | +104,675+60.3% | Added |
| Old Second National Bank of Aurora | 269,359 | $1.24M | 0.37% | −10,815−3.9% | Reduced |
| Point72 Middle East FZE | 252,382 | $1.16M | 0.09% | +252,382 | New |
| Ameriprise Financial Inc | 251,169 | $1.16M | 0.00% | −171,258−40.5% | Reduced |
| Atria Wealth Solutions, Inc. | 247,033 | $1.14M | 0.02% | −6,759−2.7% | Reduced |