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, Q1 2023
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2023. 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
- 532
- +30 vs. Q4 2022
- Shares held
- 318.3M
- −11.4M (−3.5%) vs. Q4 2022
- Total value
- $1.92B
- +$407.1M (+26.8%) vs. Q4 2022
- New holders
- 96
- 165 more added
- Sold out
- 66
- 154 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 69,568,158 | $422.3M | 0.01% | +1,297,843+1.9% | Added |
| BlackRock Inc. | 35,820,228 | $217.4M | 0.01% | +172,563+0.5% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $189.1M | 1.37% | 00.0% | Unchanged |
| State Street Corp | 12,112,737 | $73.5M | 0.00% | +721,911+6.3% | Added |
| Geode Capital Management, LLC | 12,051,675 | $73.2M | 0.01% | +484,530+4.2% | Added |
| Norges Bank | 8,691,199 | $52.8M | 0.01% | −1,026,506−10.6% | Reduced |
| Susquehanna International Group, LLP | 8,386,117 | $50.9M | 0.08% | −1,016,515−10.8% | Reduced |
| Gpi Capital, L.P. | 7,270,941 | $44.1M | 8.99% | 00.0% | Unchanged |
| Morgan Stanley | 6,481,773 | $39.3M | 0.00% | +336,109+5.5% | Added |
| Millennium Management LLC | 5,778,945 | $35.1M | 0.04% | +4,671,874+422.0% | Added |
| Two Sigma Investments, LP | 4,972,175 | $30.2M | 0.09% | +4,972,175 | New |
| Miller Value Partners, LLC | 4,711,202 | $28.6M | 1.79% | −197,378−4.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,666,457 | $28.3M | 0.27% | +3,889,957+501.0% | Added |
| Charles Schwab Investment Management Inc | 4,522,634 | $27.5M | 0.01% | +37,622+0.8% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $24.9M | 20.14% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 3,944,105 | $23.9M | 0.04% | +3,178,043+414.9% | Added |
| JPMorgan Chase & Co | 3,833,401 | $23.3M | 0.00% | +68,179+1.8% | Added |
| Northern Trust Corp | 3,470,378 | $21.1M | 0.00% | +159,083+4.8% | Added |
| Nuveen Asset Management, LLC | 3,151,832 | $19.1M | 0.01% | +123,957+4.1% | Added |
| Bank of New York Mellon Corp | 2,542,902 | $15.4M | 0.00% | +82,336+3.3% | Added |
| Bank of America Corp | 2,356,947 | $14.3M | 0.00% | +1,896,530+411.9% | Added |
| Riverwood Capital Management Ltd. | 2,210,701 | $13.4M | 9.00% | 00.0% | Unchanged |
| Credit Suisse AG | 2,179,821 | $13.2M | 0.01% | +432,245+24.7% | Added |
| Ensign Peak Advisors, Inc | 1,738,884 | $10.6M | 0.02% | +27,758+1.6% | Added |
| Citigroup Inc | 1,690,659 | $10.3M | 0.01% | +112,092+7.1% | Added |
| Royal Bank of Canada | 1,663,149 | $10.1M | 0.00% | −77,522−4.5% | Reduced |
| Citadel Advisors LLC | 1,641,624 | $9.96M | 0.01% | −13,925,208−89.5% | Reduced |
| J. Goldman & Co LP | 1,561,955 | $9.48M | 0.55% | +1,356,493+660.2% | Added |
| Longitude (Cayman) Ltd. | 1,515,000 | $9.20M | 18.24% | +10,000+0.7% | Added |
| Wells Fargo & Company | 1,347,631 | $8.18M | 0.00% | −13,859−1.0% | Reduced |
| Swiss National Bank | 1,301,900 | $7.90M | 0.01% | −145,800−10.1% | Reduced |
| Mizuho Markets Americas LLC | 1,276,798 | $7.75M | 0.33% | +34,000+2.7% | Added |
| Mizuho Markets Cayman LP | 1,276,798 | $7.75M | 0.33% | +1,276,798 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,270,304 | $7.71M | 0.02% | +53,415+4.4% | Added |
| California Public Employees Retirement System | 1,248,052 | $7.58M | 0.01% | −142,808−10.3% | Reduced |
| Point72 Asset Management, L.P. | 1,200,100 | $7.28M | 0.03% | −3,932,643−76.6% | Reduced |
| SG Americas Securities, LLC | 1,169,645 | $7.10M | 0.10% | −133,745−10.3% | Reduced |
| Jane Street Group, LLC | 1,136,464 | $6.90M | 0.01% | −383,368−25.2% | Reduced |
| Group One Trading, L.P. | 1,125,058 | $6.83M | 0.32% | +196,541+21.2% | Added |
| Price T Rowe Associates Inc | 1,053,668 | $6.40M | 0.00% | +64,244+6.5% | Added |
| Parkside Investments, LLC | 2,070,100 | $6.28M | 1.18% | +1,238,670+149.0% | Added |
| UBS Asset Management Americas Inc | 984,318 | $5.97M | 0.00% | −24,430−2.4% | Reduced |
| CAPROCK Group, Inc. | 960,076 | $5.83M | 0.45% | −74,474−7.2% | Reduced |
| UBS Group AG | 953,379 | $5.79M | 0.00% | −176,123−15.6% | Reduced |
| Commonwealth Equity Services, LLC | 929,128 | $5.64M | 0.01% | −61,261−6.2% | Reduced |
| FMR LLC | 894,803 | $5.43M | 0.00% | +880,460+6,138.6% | Added |
| AXA S.A. | 883,900 | $5.37M | 0.02% | −243,000−21.6% | Reduced |
| California State Teachers Retirement System | 864,154 | $5.25M | 0.01% | −13,523−1.5% | Reduced |
| Rhumbline Advisers | 832,381 | $5.05M | 0.01% | +7,634+0.9% | Added |
| New York State Common Retirement Fund | 811,800 | $4.93M | 0.01% | −10,200−1.2% | Reduced |
| LPL Financial LLC | 800,556 | $4.86M | 0.00% | −69,900−8.0% | Reduced |
| Barclays PLC | 782,891 | $4.75M | 0.00% | +156,036+24.9% | Added |
| Par Capital Management Inc | 750,000 | $4.55M | 0.17% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 706,242 | $4.27M | 0.01% | +20,505+3.0% | Added |
| Brighton Jones LLC | 674,658 | $4.10M | 0.23% | +662,012+5,235.0% | Added |
| Bayesian Capital Management, LP | 673,100 | $4.09M | 0.51% | +214,400+46.7% | Added |
| Phoenix Holdings Ltd. | 660,491 | $4.01M | 0.09% | −807,509−55.0% | Reduced |
| Legal & General Group Plc | 655,264 | $3.98M | 0.00% | +45,526+7.5% | Added |
| PEAK6 Investments LLC | 641,230 | $3.89M | 0.25% | −666,464−51.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 640,088 | $3.89M | 0.01% | −57,484−8.2% | Reduced |
| Invesco Ltd. | 632,410 | $3.84M | 0.00% | +118,185+23.0% | Added |
| Mariner, LLC | 611,936 | $3.71M | 0.01% | −21,068−3.3% | Reduced |
| Moors & Cabot, Inc. | 582,959 | $3.54M | 0.24% | +59,525+11.4% | Added |
| Goldman Sachs Group Inc | 573,704 | $3.48M | 0.00% | −2,112,445−78.6% | Reduced |
| MML Investors Services, LLC | 568,654 | $3.45M | 0.02% | +19,875+3.6% | Added |
| Simplex Trading, LLC | 563,435 | $3.42M | 0.15% | +33,213+6.3% | Added |
| Cerity Partners LLC | 544,307 | $3.30M | 0.02% | −3,412−0.6% | Reduced |
| Mark Asset Management LP | 530,401 | $3.22M | 0.61% | +78,949+17.5% | Added |
| First Republic Investment Management, Inc. | 503,336 | $3.06M | 0.01% | +407,305+424.1% | Added |
| Philadelphia Trust Co | 500,285 | $3.04M | 0.31% | −4,035−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 496,330 | $3.01M | 0.01% | +116,860+30.8% | Added |
| Creative Planning | 483,245 | $2.93M | 0.00% | −39,320−7.5% | Reduced |
| Patient Capital Management, LLC | 469,700 | $2.85M | 1.27% | 00.0% | Unchanged |
| Hartline Investment Corp | 427,119 | $2.59M | 0.52% | +41,500+10.8% | Added |
| Bank of Montreal | 399,981 | $2.58M | 0.00% | −33,639−7.8% | Reduced |
| Aquatic Capital Management LLC | 415,900 | $2.52M | 0.16% | +415,900 | New |
| CTC LLC | 439,013 | $2.51M | 0.08% | +293,028+200.7% | Added |
| Anderson Hoagland & Co | 401,001 | $2.43M | 0.35% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 400,545 | $2.43M | 0.01% | −12,439−3.0% | Reduced |
| State of New Jersey Common Pension Fund D | 384,433 | $2.33M | 0.01% | −115,419−23.1% | Reduced |
| Raymond James & Associates | 382,073 | $2.32M | 0.00% | −30,390−7.4% | Reduced |
| ExodusPoint Capital Management, LP | 377,636 | $2.29M | 0.03% | +377,636 | New |
| Acorn Financial Advisory Services Inc | 363,733 | $2.21M | 0.43% | +147,201+68.0% | Added |
| Treasurer of the State of North Carolina | 352,209 | $2.14M | 0.01% | +2,510+0.7% | Added |
| Federation des caisses Desjardins du Quebec | 347,442 | $2.11M | 0.02% | +47,825+16.0% | Added |
| Alliancebernstein L.P. | 325,997 | $1.98M | 0.00% | +1,338+0.4% | Added |
| HAP Trading, LLC | 324,444 | $1.97M | 0.48% | −345,935−51.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 312,818 | $1.90M | 1.01% | +34,415+12.4% | Added |
| Atria Wealth Solutions, Inc. | 307,778 | $1.87M | 0.03% | +60,745+24.6% | Added |
| Parallax Volatility Advisers, L.P. | 287,511 | $1.75M | 0.06% | +153,088+113.9% | Added |
| BIT Capital GmbH | 285,923 | $1.74M | 0.27% | −415,853−59.3% | Reduced |
| Vontobel Holding Ltd. | 282,099 | $1.71M | 0.02% | −79,385−22.0% | Reduced |
| AlphaStar Capital Management, LLC | 180,344 | $1.70M | 0.14% | −9,990−5.2% | Reduced |
| Old Second National Bank of Aurora | 277,778 | $1.69M | 0.49% | +8,419+3.1% | Added |
| Janus Henderson Group PLC | 270,521 | $1.64M | 0.00% | +143,747+113.4% | Added |
| Knights of Columbus Asset Advisors LLC | 261,730 | $1.59M | 0.16% | −254,310−49.3% | Reduced |
| Walleye Trading LLC | 249,911 | $1.52M | 0.05% | −102,847−29.2% | Reduced |
| Belmont Capital, LLC | 242,350 | $1.47M | 1.22% | 00.0% | Unchanged |
| Cetera Advisors LLC | 239,675 | $1.45M | 0.02% | +96,586+67.5% | Added |
| Savior LLC | 236,445 | $1.44M | 1.18% | +13,823+6.2% | Added |