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 |
|---|---|---|---|---|---|
| Once Capital Management, LLC | 209,200 | $964.4K | 1.39% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 216,532 | $998.2K | 0.21% | −25,124−10.4% | Reduced |
| Savior LLC | 222,622 | $1.03M | 0.92% | +213,505+2,341.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 223,821 | $1.03M | 0.01% | −122,443−35.4% | Reduced |
| Stifel Financial Corp | 226,580 | $1.04M | 0.00% | +9,945+4.6% | Added |
| Man Group plc | 230,104 | $1.06M | 0.00% | +230,104 | New |
| First Trust Advisors LP | 230,153 | $1.06M | 0.00% | +216,632+1,602.2% | Added |
| Belmont Capital, LLC | 242,350 | $1.12M | 1.19% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 243,884 | $1.12M | 0.03% | +43,257+21.6% | Added |
| Atria Wealth Solutions, Inc. | 247,033 | $1.14M | 0.02% | −6,759−2.7% | Reduced |
| Ameriprise Financial Inc | 251,169 | $1.16M | 0.00% | −171,258−40.5% | Reduced |
| Point72 Middle East FZE | 252,382 | $1.16M | 0.09% | +252,382 | New |
| Old Second National Bank of Aurora | 269,359 | $1.24M | 0.37% | −10,815−3.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 278,403 | $1.28M | 0.74% | +104,675+60.3% | Added |
| XTX Topco Ltd | 299,411 | $1.38M | 0.29% | +269,014+885.0% | Added |
| Federation des caisses Desjardins du Quebec | 299,617 | $1.38M | 0.02% | +50,013+20.0% | Added |
| Triumph Capital Management | 312,943 | $1.44M | 0.77% | +14,086+4.7% | Added |
| Alliancebernstein L.P. | 324,659 | $1.50M | 0.00% | −963−0.3% | Reduced |
| IMC-Chicago, LLC | 330,820 | $1.53M | 0.33% | +230,688+230.4% | Added |
| Vontobel Holding Ltd. | 361,484 | $1.58M | 0.02% | +84,103+30.3% | Added |
| Treasurer of the State of North Carolina | 349,699 | $1.61M | 0.01% | +9,000+2.6% | Added |
| Walleye Trading LLC | 352,758 | $1.63M | 0.04% | +142,394+67.7% | Added |
| Must Asset Management Inc. | 354,447 | $1.63M | 3.68% | +354,447 | New |
| Bluefin Capital Management, LLC | 361,595 | $1.67M | 0.29% | +25,842+7.7% | Added |
| State Board of Administration of Florida Retirement System | 379,470 | $1.75M | 0.00% | +222,980+142.5% | Added |
| TownSquare Capital, LLC | 382,857 | $1.76M | 0.04% | −160,027−29.5% | Reduced |
| Hartline Investment Corp | 385,619 | $1.78M | 0.40% | +385,619 | New |
| Raymond James & Associates | 412,463 | $1.90M | 0.00% | −544,000−56.9% | Reduced |
| Public Employees Retirement System of Ohio | 412,984 | $1.90M | 0.01% | +13,992+3.5% | Added |
| Bank of Montreal | 433,620 | $2.00M | 0.00% | +36,627+9.2% | Added |
| Mark Asset Management LP | 451,452 | $2.08M | 0.49% | +451,452 | New |
| Bayesian Capital Management, LP | 458,700 | $2.11M | 0.31% | +281,500+158.9% | Added |
| Bank of America Corp | 460,417 | $2.12M | 0.00% | −1,817,635−79.8% | Reduced |
| Patient Capital Management, LLC | 469,700 | $2.17M | 1.06% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 401,001 | $2.17M | 0.32% | +112,880+39.2% | Added |
| State of New Jersey Common Pension Fund D | 499,852 | $2.30M | 0.01% | +124,223+33.1% | Added |
| Philadelphia Trust Co | 504,320 | $2.33M | 0.25% | −65,195−11.4% | Reduced |
| Invesco Ltd. | 514,225 | $2.37M | 0.00% | +73,897+16.8% | Added |
| Knights of Columbus Asset Advisors LLC | 516,040 | $2.38M | 0.25% | −74,266−12.6% | Reduced |
| Creative Planning | 522,565 | $2.41M | 0.00% | +33,688+6.9% | Added |
| Moors & Cabot, Inc. | 523,434 | $2.41M | 0.17% | +153,730+41.6% | Added |
| Simplex Trading, LLC | 530,222 | $2.44M | 0.12% | −308,384−36.8% | Reduced |
| Caption Management, LLC | 539,500 | $2.49M | 0.42% | +433,351+408.2% | Added |
| Cerity Partners LLC | 547,719 | $2.53M | 0.02% | +11,628+2.2% | Added |
| MML Investors Services, LLC | 548,779 | $2.53M | 0.02% | +21,132+4.0% | Added |
| Legal & General Group Plc | 609,738 | $2.81M | 0.00% | −41,969−6.4% | Reduced |
| Barclays PLC | 626,855 | $2.89M | 0.00% | −183,162−22.6% | Reduced |
| Mariner, LLC | 633,004 | $2.92M | 0.01% | +478,474+309.6% | Added |
| HAP Trading, LLC | 670,379 | $3.09M | 0.51% | +670,379 | New |
| Invenomic Capital Management LP | 673,864 | $3.11M | 0.23% | +673,864 | New |
| Advisor Group Holdings, Inc. | 685,737 | $3.16M | 0.01% | +119,213+21.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 697,572 | $3.22M | 0.01% | −176,395−20.2% | Reduced |
| BIT Capital GmbH | 701,776 | $3.24M | 0.67% | −250,512−26.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 726,352 | $3.35M | 0.10% | −223,648−23.5% | Reduced |
| Par Capital Management Inc | 750,000 | $3.46M | 0.12% | −57,000−7.1% | Reduced |
| D. E. Shaw & Co., Inc. | 766,062 | $3.53M | 0.01% | −156,730−17.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 776,500 | $3.58M | 0.03% | +486,643+167.9% | Added |
| New York State Common Retirement Fund | 822,000 | $3.79M | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 824,747 | $3.80M | 0.01% | +71,571+9.5% | Added |
| Parkside Investments, LLC | 831,430 | $3.83M | 0.76% | +130,280+18.6% | Added |
| LPL Financial LLC | 870,456 | $4.01M | 0.00% | +214,922+32.8% | Added |
| California State Teachers Retirement System | 877,677 | $4.05M | 0.01% | +17,706+2.1% | Added |
| Trexquant Investment LP | 898,314 | $4.14M | 0.12% | +154,648+20.8% | Added |
| Group One Trading, L.P. | 928,517 | $4.28M | 0.14% | +584,392+169.8% | Added |
| Price T Rowe Associates Inc | 989,424 | $4.56M | 0.00% | +22,276+2.3% | Added |
| Commonwealth Equity Services, LLC | 990,389 | $4.57M | 0.01% | +286,511+40.7% | Added |
| UBS Asset Management Americas Inc | 1,008,748 | $4.65M | 0.00% | +69,119+7.4% | Added |
| CAPROCK Group, Inc. | 1,034,550 | $4.77M | 0.44% | −74,449−6.7% | Reduced |
| Millennium Management LLC | 1,107,071 | $5.10M | 0.01% | −1,541,056−58.2% | Reduced |
| AXA S.A. | 1,126,900 | $5.20M | 0.02% | +306,900+37.4% | Added |
| UBS Group AG | 1,129,502 | $5.21M | 0.00% | −47,117−4.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,216,889 | $5.61M | 0.01% | −198,832−14.0% | Reduced |
| Mizuho Markets Americas LLC | 1,242,798 | $5.73M | 0.39% | −245,000−16.5% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,250,000 | $5.76M | 0.10% | +1,250,000 | New |
| Davenport & Co LLC | 1,284,276 | $5.92M | 0.05% | +1,256,276+4,486.7% | Added |
| SG Americas Securities, LLC | 1,303,390 | $6.01M | 0.09% | +352,489+37.1% | Added |
| PEAK6 Investments LLC | 1,307,694 | $6.03M | 0.33% | +251,139+23.8% | Added |
| Wells Fargo & Company | 1,361,490 | $6.28M | 0.00% | −305,143−18.3% | Reduced |
| California Public Employees Retirement System | 1,390,860 | $6.41M | 0.01% | −84,657−5.7% | Reduced |
| Swiss National Bank | 1,447,700 | $6.67M | 0.00% | +36,100+2.6% | Added |
| Phoenix Holdings Ltd. | 1,468,000 | $6.77M | 0.13% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 1,505,000 | $6.94M | 19.26% | −56,000−3.6% | Reduced |
| Jane Street Group, LLC | 1,519,832 | $7.01M | 0.01% | −1,007,294−39.9% | Reduced |
| Citigroup Inc | 1,578,567 | $7.28M | 0.01% | −3,322,475−67.8% | Reduced |
| Ensign Peak Advisors, Inc | 1,711,126 | $7.89M | 0.02% | +496,828+40.9% | Added |
| Royal Bank of Canada | 1,740,671 | $8.03M | 0.00% | −309,884−15.1% | Reduced |
| Credit Suisse AG | 1,747,576 | $8.06M | 0.01% | −65,420−3.6% | Reduced |
| Riverwood Capital Management Ltd. | 2,210,701 | $10.2M | 6.48% | −5,481,030−71.3% | Reduced |
| Bank of New York Mellon Corp | 2,460,566 | $11.3M | 0.00% | −6,311−0.3% | Reduced |
| Goldman Sachs Group Inc | 2,686,149 | $12.4M | 0.00% | −3,456,867−56.3% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 2,896,366 | $13.4M | 4.27% | +2,896,366 | New |
| Nuveen Asset Management, LLC | 3,027,875 | $14.0M | 0.01% | −48,747−1.6% | Reduced |
| Northern Trust Corp | 3,311,295 | $15.3M | 0.00% | +166,660+5.3% | Added |
| JPMorgan Chase & Co | 3,765,222 | $17.4M | 0.00% | −553,053−12.8% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $18.9M | 15.10% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 4,485,012 | $20.7M | 0.01% | +174,226+4.0% | Added |
| Miller Value Partners, LLC | 4,908,580 | $22.6M | 1.46% | −177,353−3.5% | Reduced |
| Point72 Asset Management, L.P. | 5,132,743 | $23.7M | 0.09% | +1,623,021+46.2% | Added |
| Morgan Stanley | 6,145,664 | $28.3M | 0.00% | −866,472−12.4% | Reduced |
| Gpi Capital, L.P. | 7,270,941 | $33.5M | 8.37% | 00.0% | Unchanged |