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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.

Institutional holdersQ4 2022: 512 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ4 2022: $1.52B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2022.

Institutions holding SOFI in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Oppenheimer & Co Inc243,884$1.12M0.03%+43,257+21.6%Added
Belmont Capital, LLC242,350$1.12M1.19%00.0%Unchanged
First Trust Advisors LP230,153$1.06M0.00%+216,632+1,602.2%Added
Man Group plc230,104$1.06M0.00%+230,104New
Stifel Financial Corp226,580$1.04M0.00%+9,945+4.6%Added
Cambridge Investment Research Advisors, Inc.223,821$1.03M0.01%−122,443−35.4%Reduced
Savior LLC222,622$1.03M0.92%+213,505+2,341.8%Added
Acorn Financial Advisory Services Inc216,532$998.2K0.21%−25,124−10.4%Reduced
Once Capital Management, LLC209,200$964.4K1.39%00.0%Unchanged
B & T Capital Management DBA Alpha Capital Management206,367$951.4K0.24%−130.0%Reduced
J. Goldman & Co LP205,462$947.2K0.07%−1,904,632−90.3%Reduced
Pathstone Family Office, LLC204,403$933.5K0.02%+6,917+3.5%Added
Brookfield Asset Management Inc.202,266$932.4K0.00%+202,266New
Advisory Services Network, LLC200,038$922.2K0.03%−3,910−1.9%Reduced
Odey Asset Management Group Ltd200,000$922.0K0.28%+200,000New
Baltimore-Washington Financial Advisors, Inc.198,778$916.4K0.09%−4,799−2.4%Reduced
Two Sigma Securities, LLC184,318$849.7K0.12%+51,566+38.8%Added
Joel Isaacson & Co., LLC183,789$847.3K0.07%00.0%Unchanged
Boston Private Wealth LLC179,283$826.5K0.01%+49,232+37.9%Added
Alpha Square Group S, LLC177,674$819.1K0.45%−44,000−19.8%Reduced
Cetera Advisor Networks LLC176,462$813.5K0.01%+16,897+10.6%Added
Jump Financial, LLC173,427$799.5K0.04%+155,470+865.8%Added
American Century Companies Inc171,399$790.1K0.00%+107,411+167.9%Added
Arizona State Retirement System169,178$779.9K0.01%+7,410+4.6%Added
Zazove Associates LLC160,859$742.0K0.07%+859+0.5%Added
AtonRa Partners155,226$715.6K0.91%−6,971−4.3%Reduced
Venture Visionary Partners LLC152,749$704.2K0.05%+152,749New
Amalgamated Bank149,220$688.0K0.01%+4,029+2.8%Added
Fulcrum Capital LLC148,056$682.5K0.20%00.0%Unchanged
Tilt Investment Management Holdings, PBC147,552$680.2K0.58%+147,552New
Truist Financial Corp147,196$678.6K0.00%+16,425+12.6%Added
CTC LLC145,985$672.0K0.02%−83,751−36.5%Reduced
National Asset Management, Inc.143,392$661.0K0.02%−123−0.1%Reduced
Cetera Advisors LLC143,089$659.6K0.01%+4,799+3.5%Added
HighTower Advisors, LLC144,472$659.0K0.00%−79,730−35.6%Reduced
Utah Retirement Systems142,300$656.0K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.134,423$619.7K0.02%+134,423New
Aldebaran Financial Inc.134,302$619.1K0.69%+2,172+1.6%Added
Colony Group LLC134,344$619.0K0.01%+314+0.2%Added
Spire Wealth Management131,232$605.0K0.03%+12,097+10.2%Added
Voya Investment Management LLC128,256$591.3K0.00%+1,787+1.4%Added
Janus Henderson Group PLC126,774$583.8K0.00%+23,897+23.2%Added
International Assets Investment Management, LLC124,910$575.8K0.06%+68,250+120.5%Added
Tower Research Capital LLC (TRC)124,713$575.0K0.02%−38,407−23.5%Reduced
Alliance Wealth Advisors, LLC121,825$561.6K0.25%+121,825New
MMBG Investment Advisors Co.120,280$554.0K0.07%00.0%Unchanged
Deutsche Bank AG119,825$552.4K0.00%−53,574−30.9%Reduced
Y.D. More Investments Ltd117,594$539.8K0.15%+117,594New
Cetera Investment Advisers116,265$536.0K0.00%−114−0.1%Reduced
Wolff Wiese Magana LLC114,410$527.4K0.45%−225−0.2%Reduced
Natixis107,375$495.0K0.00%−425−0.4%Reduced
Hourglass Capital, LLC107,000$493.3K0.17%+88,000+463.2%Added
Marex Group plc103,704$478.1K0.07%+103,704New
Pegasus Asset Management, Inc.103,448$476.9K0.26%+504+0.5%Added
Firethorn Wealth Partners, LLC103,076$475.2K0.40%−1,967−1.9%Reduced
Capstone Investment Advisors, LLC99,923$460.6K0.01%+99,923New
Zurcher Kantonalbank (Zurich Cantonalbank)99,228$457.4K0.00%+27,120+37.6%Added
RMB Capital Management, LLC99,140$457.0K0.02%00.0%Unchanged
Matisse Capital97,394$449.0K0.40%−4,500−4.4%Reduced
First Republic Investment Management, Inc.96,031$442.7K0.00%−649,198−87.1%Reduced
Kennedy Investment Group90,400$416.7K0.27%+90,400New
JustInvest LLC84,631$390.1K0.02%+18,051+27.1%Added
Kovack Advisors, Inc.83,881$386.7K0.06%+36,360+76.5%Added
Stansberry Asset Management, LLC82,036$378.2K0.08%+2,531+3.2%Added
FNY Investment Advisers, LLC80,741$372.0K0.53%+52,111+182.0%Added
Victory Capital Management Inc80,606$371.6K0.00%−370.0%Reduced
Northwestern Mutual Wealth Management Co79,230$365.3K0.00%+36,817+86.8%Added
Miracle Mile Advisors, LLC78,350$361.2K0.01%00.0%Unchanged
Principal Financial Group Inc77,071$355.3K0.00%−10,996−12.5%Reduced
Prospera Financial Services Inc76,920$354.6K0.02%+43,197+128.1%Added
Public Employees Retirement Association of Colorado76,520$353.0K0.00%00.0%Unchanged
M. Kulyk & Associates, LLC74,901$345.3K0.12%00.0%Unchanged
State of Wisconsin Investment Board74,748$344.6K0.00%−35,594−32.3%Reduced
Asset Management Corp73,579$339.2K0.28%−7,500−9.3%Reduced
Capital Advisors Wealth Management, LLC73,178$337.4K0.10%−3,720−4.8%Reduced
Baird Financial Group, Inc.72,535$335.0K0.00%+72,535New
AE Wealth Management LLC72,049$332.1K0.00%+350+0.5%Added
Game Plan Financial Advisors, LLC70,900$326.8K0.27%+26,900+61.1%Added
Fore Capital, LLC70,000$322.7K0.56%+70,000New
SeaCrest Wealth Management, LLC68,241$314.6K0.05%−18,000−20.9%Reduced
Pictet Asset Management SA67,251$310.0K0.00%+26,494+65.0%Added
Teacher Retirement System of Texas66,585$307.0K0.00%−18,874−22.1%Reduced
Aigen Investment Management, LP65,977$304.2K0.04%+65,977New
Consolidated Investment Group LLC63,000$290.0K0.06%00.0%Unchanged
Alpha Paradigm Partners, LLC62,812$290.0K0.12%+16,443+35.5%Added
ProShare Advisors LLC62,400$287.7K0.00%+7,892+14.5%Added
Kestra Advisory Services, LLC61,808$284.9K0.00%−10,067−14.0%Reduced
San Luis Wealth Advisors LLC61,539$284.0K0.26%−2,757−4.3%Reduced
Maryland State Retirement & Pension System61,186$282.1K0.01%+61,186New
Beacon Pointe Advisors, LLC60,314$278.0K0.01%+38,720+179.3%Added
Reynders McVeigh Capital Management, LLC60,245$278.0K0.02%−192,774−76.2%Reduced
Alta Wealth Advisors LLC59,299$273.4K0.18%−20,100−25.3%Reduced
Envestnet Asset Management Inc57,826$266.6K0.00%−22,739−28.2%Reduced
Janney Montgomery Scott LLC57,749$266.0K0.00%+2,735+5.0%Added
Balentine LLC56,823$262.0K0.01%+45,042+382.3%Added
Amundi48,297$248.7K0.00%+26,541+122.0%Added
Lincoln National Corp53,303$245.7K0.01%+342+0.6%Added
Integrated Advisors Network LLC52,132$240.3K0.02%+24,597+89.3%Added
Algert Global LLC50,940$234.8K0.01%+50,940New
Nisa Investment Advisors, LLC50,300$232.0K0.00%−227,700−81.9%Reduced