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 |
|---|---|---|---|---|---|
| Caliber Wealth Management, LLC | 43,851 | $202.2K | 0.15% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 43,940 | $202.6K | 0.02% | −18,533−29.7% | Reduced |
| Rockefeller Capital Management L.P. | 44,570 | $205.0K | 0.00% | −7,509−14.4% | Reduced |
| Garden State Investment Advisory Services LLC | 45,016 | $207.5K | 0.12% | +45,016 | New |
| Harbour Investments, Inc. | 45,478 | $209.7K | 0.01% | +8,253+22.2% | Added |
| Jefferies Financial Group Inc. | 46,700 | $215.3K | 0.00% | +46,700 | New |
| CIBC Private Wealth Group, LLC | 78,231 | $224.7K | 0.00% | −22,585−22.4% | Reduced |
| Change Path, LLC | 48,999 | $226.0K | 0.01% | +90.0% | Added |
| M Holdings Securities, Inc. | 49,306 | $227.0K | 0.02% | −5,197−9.5% | Reduced |
| Nisa Investment Advisors, LLC | 50,300 | $232.0K | 0.00% | −227,700−81.9% | Reduced |
| Algert Global LLC | 50,940 | $234.8K | 0.01% | +50,940 | New |
| Integrated Advisors Network LLC | 52,132 | $240.3K | 0.02% | +24,597+89.3% | Added |
| Lincoln National Corp | 53,303 | $245.7K | 0.01% | +342+0.6% | Added |
| Amundi | 48,297 | $248.7K | 0.00% | +26,541+122.0% | Added |
| Balentine LLC | 56,823 | $262.0K | 0.01% | +45,042+382.3% | Added |
| Janney Montgomery Scott LLC | 57,749 | $266.0K | 0.00% | +2,735+5.0% | Added |
| Envestnet Asset Management Inc | 57,826 | $266.6K | 0.00% | −22,739−28.2% | Reduced |
| Alta Wealth Advisors LLC | 59,299 | $273.4K | 0.18% | −20,100−25.3% | Reduced |
| Reynders McVeigh Capital Management, LLC | 60,245 | $278.0K | 0.02% | −192,774−76.2% | Reduced |
| Beacon Pointe Advisors, LLC | 60,314 | $278.0K | 0.01% | +38,720+179.3% | Added |
| Maryland State Retirement & Pension System | 61,186 | $282.1K | 0.01% | +61,186 | New |
| San Luis Wealth Advisors LLC | 61,539 | $284.0K | 0.26% | −2,757−4.3% | Reduced |
| Kestra Advisory Services, LLC | 61,808 | $284.9K | 0.00% | −10,067−14.0% | Reduced |
| ProShare Advisors LLC | 62,400 | $287.7K | 0.00% | +7,892+14.5% | Added |
| Consolidated Investment Group LLC | 63,000 | $290.0K | 0.06% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 62,812 | $290.0K | 0.12% | +16,443+35.5% | Added |
| Aigen Investment Management, LP | 65,977 | $304.2K | 0.04% | +65,977 | New |
| Teacher Retirement System of Texas | 66,585 | $307.0K | 0.00% | −18,874−22.1% | Reduced |
| Pictet Asset Management SA | 67,251 | $310.0K | 0.00% | +26,494+65.0% | Added |
| SeaCrest Wealth Management, LLC | 68,241 | $314.6K | 0.05% | −18,000−20.9% | Reduced |
| Fore Capital, LLC | 70,000 | $322.7K | 0.56% | +70,000 | New |
| Game Plan Financial Advisors, LLC | 70,900 | $326.8K | 0.27% | +26,900+61.1% | Added |
| AE Wealth Management LLC | 72,049 | $332.1K | 0.00% | +350+0.5% | Added |
| Baird Financial Group, Inc. | 72,535 | $335.0K | 0.00% | +72,535 | New |
| Capital Advisors Wealth Management, LLC | 73,178 | $337.4K | 0.10% | −3,720−4.8% | Reduced |
| Asset Management Corp | 73,579 | $339.2K | 0.28% | −7,500−9.3% | Reduced |
| State of Wisconsin Investment Board | 74,748 | $344.6K | 0.00% | −35,594−32.3% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $345.3K | 0.12% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 76,520 | $353.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 76,920 | $354.6K | 0.02% | +43,197+128.1% | Added |
| Principal Financial Group Inc | 77,071 | $355.3K | 0.00% | −10,996−12.5% | Reduced |
| Miracle Mile Advisors, LLC | 78,350 | $361.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 79,230 | $365.3K | 0.00% | +36,817+86.8% | Added |
| Victory Capital Management Inc | 80,606 | $371.6K | 0.00% | −370.0% | Reduced |
| FNY Investment Advisers, LLC | 80,741 | $372.0K | 0.53% | +52,111+182.0% | Added |
| Stansberry Asset Management, LLC | 82,036 | $378.2K | 0.08% | +2,531+3.2% | Added |
| Kovack Advisors, Inc. | 83,881 | $386.7K | 0.06% | +36,360+76.5% | Added |
| JustInvest LLC | 84,631 | $390.1K | 0.02% | +18,051+27.1% | Added |
| Kennedy Investment Group | 90,400 | $416.7K | 0.27% | +90,400 | New |
| First Republic Investment Management, Inc. | 96,031 | $442.7K | 0.00% | −649,198−87.1% | Reduced |
| Matisse Capital | 97,394 | $449.0K | 0.40% | −4,500−4.4% | Reduced |
| RMB Capital Management, LLC | 99,140 | $457.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 99,228 | $457.4K | 0.00% | +27,120+37.6% | Added |
| Capstone Investment Advisors, LLC | 99,923 | $460.6K | 0.01% | +99,923 | New |
| Firethorn Wealth Partners, LLC | 103,076 | $475.2K | 0.40% | −1,967−1.9% | Reduced |
| Pegasus Asset Management, Inc. | 103,448 | $476.9K | 0.26% | +504+0.5% | Added |
| Marex Group plc | 103,704 | $478.1K | 0.07% | +103,704 | New |
| Hourglass Capital, LLC | 107,000 | $493.3K | 0.17% | +88,000+463.2% | Added |
| Natixis | 107,375 | $495.0K | 0.00% | −425−0.4% | Reduced |
| Wolff Wiese Magana LLC | 114,410 | $527.4K | 0.45% | −225−0.2% | Reduced |
| Cetera Investment Advisers | 116,265 | $536.0K | 0.00% | −114−0.1% | Reduced |
| Y.D. More Investments Ltd | 117,594 | $539.8K | 0.15% | +117,594 | New |
| Deutsche Bank AG | 119,825 | $552.4K | 0.00% | −53,574−30.9% | Reduced |
| MMBG Investment Advisors Co. | 120,280 | $554.0K | 0.07% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 121,825 | $561.6K | 0.25% | +121,825 | New |
| Tower Research Capital LLC (TRC) | 124,713 | $575.0K | 0.02% | −38,407−23.5% | Reduced |
| International Assets Investment Management, LLC | 124,910 | $575.8K | 0.06% | +68,250+120.5% | Added |
| Janus Henderson Group PLC | 126,774 | $583.8K | 0.00% | +23,897+23.2% | Added |
| Voya Investment Management LLC | 128,256 | $591.3K | 0.00% | +1,787+1.4% | Added |
| Spire Wealth Management | 131,232 | $605.0K | 0.03% | +12,097+10.2% | Added |
| Colony Group LLC | 134,344 | $619.0K | 0.01% | +314+0.2% | Added |
| Aldebaran Financial Inc. | 134,302 | $619.1K | 0.69% | +2,172+1.6% | Added |
| Parallax Volatility Advisers, L.P. | 134,423 | $619.7K | 0.02% | +134,423 | New |
| Utah Retirement Systems | 142,300 | $656.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 144,472 | $659.0K | 0.00% | −79,730−35.6% | Reduced |
| Cetera Advisors LLC | 143,089 | $659.6K | 0.01% | +4,799+3.5% | Added |
| National Asset Management, Inc. | 143,392 | $661.0K | 0.02% | −123−0.1% | Reduced |
| CTC LLC | 145,985 | $672.0K | 0.02% | −83,751−36.5% | Reduced |
| Truist Financial Corp | 147,196 | $678.6K | 0.00% | +16,425+12.6% | Added |
| Tilt Investment Management Holdings, PBC | 147,552 | $680.2K | 0.58% | +147,552 | New |
| Fulcrum Capital LLC | 148,056 | $682.5K | 0.20% | 00.0% | Unchanged |
| Amalgamated Bank | 149,220 | $688.0K | 0.01% | +4,029+2.8% | Added |
| Venture Visionary Partners LLC | 152,749 | $704.2K | 0.05% | +152,749 | New |
| AtonRa Partners | 155,226 | $715.6K | 0.91% | −6,971−4.3% | Reduced |
| Zazove Associates LLC | 160,859 | $742.0K | 0.07% | +859+0.5% | Added |
| Arizona State Retirement System | 169,178 | $779.9K | 0.01% | +7,410+4.6% | Added |
| American Century Companies Inc | 171,399 | $790.1K | 0.00% | +107,411+167.9% | Added |
| Jump Financial, LLC | 173,427 | $799.5K | 0.04% | +155,470+865.8% | Added |
| Cetera Advisor Networks LLC | 176,462 | $813.5K | 0.01% | +16,897+10.6% | Added |
| Alpha Square Group S, LLC | 177,674 | $819.1K | 0.45% | −44,000−19.8% | Reduced |
| Boston Private Wealth LLC | 179,283 | $826.5K | 0.01% | +49,232+37.9% | Added |
| Joel Isaacson & Co., LLC | 183,789 | $847.3K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 184,318 | $849.7K | 0.12% | +51,566+38.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 198,778 | $916.4K | 0.09% | −4,799−2.4% | Reduced |
| Odey Asset Management Group Ltd | 200,000 | $922.0K | 0.28% | +200,000 | New |
| Advisory Services Network, LLC | 200,038 | $922.2K | 0.03% | −3,910−1.9% | Reduced |
| Brookfield Asset Management Inc. | 202,266 | $932.4K | 0.00% | +202,266 | New |
| Pathstone Family Office, LLC | 204,403 | $933.5K | 0.02% | +6,917+3.5% | Added |
| J. Goldman & Co LP | 205,462 | $947.2K | 0.07% | −1,904,632−90.3% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $951.4K | 0.24% | −130.0% | Reduced |