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 |
|---|---|---|---|---|---|
| Coatue Management LLCSuperinvestorCoatue Management | 8,266,520 | $38.1M | 0.43% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 9,402,632 | $43.3M | 0.08% | +5,605,526+147.6% | Added |
| Norges Bank | 9,717,705 | $44.8M | 0.01% | −1,895,050−16.3% | Reduced |
| State Street Corp | 11,390,826 | $52.5M | 0.00% | −344,785−2.9% | Reduced |
| Geode Capital Management, LLC | 11,567,145 | $53.3M | 0.01% | +589,623+5.4% | Added |
| Citadel Advisors LLC | 15,566,832 | $71.8M | 0.08% | +9,234,028+145.8% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $143.6M | 1.14% | 00.0% | Unchanged |
| BlackRock Inc. | 35,647,665 | $164.3M | 0.01% | +3,968,504+12.5% | Added |
| Vanguard Group Inc | 68,270,315 | $314.7M | 0.01% | +1,461,582+2.2% | Added |
| Pointe Capital Management LLC | 18,490 | – | – | 00.0% | Unchanged |
| Activest Wealth Management | 750 | – | – | −8,000−91.4% | Reduced |
| IFP Advisors, Inc | 87,340 | – | – | −2,059−2.3% | Reduced |
| Luminus Management LLC | 0 | $0 | 0.00% | −632,763−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −527,528−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −320,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −298,726−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −295,354−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −294,174−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −223,622−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −155,720−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −135,251−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −129,300−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −103,340−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −94,923−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −84,272−100.0% | Sold out |
| Hall Kathryn A. | 0 | $0 | 0.00% | −68,944−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −45,644−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −39,790−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −39,338−100.0% | Sold out |
| Merriman Wealth Management, LLC | 0 | $0 | 0.00% | −33,000−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −30,671−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −28,908−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,462−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −18,209−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −23,800−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −22,155−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −15,587−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −14,589−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −14,567−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,821−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −13,798−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −12,075−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −11,778−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −11,115−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −10,925−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −10,417−100.0% | Sold out |
| Kaizen Financial Strategies | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −7,479−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −6,744−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −2,612−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −191−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Burleson & Company, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| DCM International VI, Ltd. | – | – | – | – | Not filed |
| Strategic Wealth Advisors Group, LLC | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Solidarilty Wealth, LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Legacy Wealth Planning, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |