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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 161,834 | $982.3K | 0.50% | −151,109−48.3% | Reduced |
| Regal Investment Advisors LLC | 162,840 | $988.4K | 0.09% | +135,374+492.9% | Added |
| STRS Ohio | 171,550 | $1.04M | 0.00% | +171,550 | New |
| Capital Fund Management S.A. | 172,802 | $1.05M | 0.02% | +172,802 | New |
| Wolverine Trading, LLC | 184,883 | $1.06M | 0.03% | +149,621+424.3% | Added |
| Arizona State Retirement System | 174,768 | $1.06M | 0.01% | +5,590+3.3% | Added |
| Quadrature Capital Ltd | 174,672 | $1.06M | 0.03% | +174,672 | New |
| Boston Private Wealth LLC | 180,309 | $1.09M | 0.02% | +1,026+0.6% | Added |
| Caption Management, LLC | 181,487 | $1.10M | 0.24% | −358,013−66.4% | Reduced |
| Truist Financial Corp | 181,730 | $1.10M | 0.00% | +34,534+23.5% | Added |
| Joel Isaacson & Co., LLC | 183,789 | $1.12M | 0.08% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 185,364 | $1.13M | 0.00% | −65,805−26.2% | Reduced |
| American Century Companies Inc | 196,882 | $1.13M | 0.00% | +25,483+14.9% | Added |
| Summit Trail Advisors, LLC | 188,037 | $1.14M | 0.05% | +150,715+403.8% | Added |
| Oppenheimer & Co Inc | 190,529 | $1.16M | 0.02% | −53,355−21.9% | Reduced |
| Convergence Financial, LLC | 200,010 | $1.21M | 0.89% | +200,010 | New |
| Trexquant Investment LP | 200,363 | $1.22M | 0.03% | −697,951−77.7% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 203,675 | $1.24M | 0.11% | +4,897+2.5% | Added |
| Cetera Advisor Networks LLC | 204,206 | $1.24M | 0.01% | +27,744+15.7% | Added |
| Venture Visionary Partners LLC | 205,814 | $1.25M | 0.08% | +53,065+34.7% | Added |
| Once Capital Management, LLC | 209,200 | $1.27M | 1.35% | 00.0% | Unchanged |
| Stifel Financial Corp | 211,188 | $1.28M | 0.00% | −15,392−6.8% | Reduced |
| Advisory Services Network, LLC | 212,757 | $1.29M | 0.04% | +12,719+6.4% | Added |
| HighTower Advisors, LLC | 214,341 | $1.30M | 0.00% | +69,869+48.4% | Added |
| Must Asset Management Inc. | 228,318 | $1.31M | 3.25% | −126,129−35.6% | Reduced |
| Formula Growth Ltd | 220,000 | $1.34M | 0.43% | +220,000 | New |
| Two Sigma Securities, LLC | 221,530 | $1.34M | 0.11% | +37,212+20.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 225,608 | $1.37M | 0.01% | +1,787+0.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 227,840 | $1.38M | 0.16% | +227,840 | New |
| Savior LLC | 236,445 | $1.44M | 1.18% | +13,823+6.2% | Added |
| Cetera Advisors LLC | 239,675 | $1.45M | 0.02% | +96,586+67.5% | Added |
| Belmont Capital, LLC | 242,350 | $1.47M | 1.22% | 00.0% | Unchanged |
| Walleye Trading LLC | 249,911 | $1.52M | 0.05% | −102,847−29.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 261,730 | $1.59M | 0.16% | −254,310−49.3% | Reduced |
| Janus Henderson Group PLC | 270,521 | $1.64M | 0.00% | +143,747+113.4% | Added |
| Old Second National Bank of Aurora | 277,778 | $1.69M | 0.49% | +8,419+3.1% | Added |
| AlphaStar Capital Management, LLC | 180,344 | $1.70M | 0.14% | −9,990−5.2% | Reduced |
| Vontobel Holding Ltd. | 282,099 | $1.71M | 0.02% | −79,385−22.0% | Reduced |
| BIT Capital GmbH | 285,923 | $1.74M | 0.27% | −415,853−59.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 287,511 | $1.75M | 0.06% | +153,088+113.9% | Added |
| Atria Wealth Solutions, Inc. | 307,778 | $1.87M | 0.03% | +60,745+24.6% | Added |
| Newbridge Financial Services Group, Inc. | 312,818 | $1.90M | 1.01% | +34,415+12.4% | Added |
| HAP Trading, LLC | 324,444 | $1.97M | 0.48% | −345,935−51.6% | Reduced |
| Alliancebernstein L.P. | 325,997 | $1.98M | 0.00% | +1,338+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 347,442 | $2.11M | 0.02% | +47,825+16.0% | Added |
| Treasurer of the State of North Carolina | 352,209 | $2.14M | 0.01% | +2,510+0.7% | Added |
| Acorn Financial Advisory Services Inc | 363,733 | $2.21M | 0.43% | +147,201+68.0% | Added |
| ExodusPoint Capital Management, LP | 377,636 | $2.29M | 0.03% | +377,636 | New |
| Raymond James & Associates | 382,073 | $2.32M | 0.00% | −30,390−7.4% | Reduced |
| State of New Jersey Common Pension Fund D | 384,433 | $2.33M | 0.01% | −115,419−23.1% | Reduced |
| Public Employees Retirement System of Ohio | 400,545 | $2.43M | 0.01% | −12,439−3.0% | Reduced |
| Anderson Hoagland & Co | 401,001 | $2.43M | 0.35% | 00.0% | Unchanged |
| CTC LLC | 439,013 | $2.51M | 0.08% | +293,028+200.7% | Added |
| Aquatic Capital Management LLC | 415,900 | $2.52M | 0.16% | +415,900 | New |
| Bank of Montreal | 399,981 | $2.58M | 0.00% | −33,639−7.8% | Reduced |
| Hartline Investment Corp | 427,119 | $2.59M | 0.52% | +41,500+10.8% | Added |
| Patient Capital Management, LLC | 469,700 | $2.85M | 1.27% | 00.0% | Unchanged |
| Creative Planning | 483,245 | $2.93M | 0.00% | −39,320−7.5% | Reduced |
| State Board of Administration of Florida Retirement System | 496,330 | $3.01M | 0.01% | +116,860+30.8% | Added |
| Philadelphia Trust Co | 500,285 | $3.04M | 0.31% | −4,035−0.8% | Reduced |
| First Republic Investment Management, Inc. | 503,336 | $3.06M | 0.01% | +407,305+424.1% | Added |
| Mark Asset Management LP | 530,401 | $3.22M | 0.61% | +78,949+17.5% | Added |
| Cerity Partners LLC | 544,307 | $3.30M | 0.02% | −3,412−0.6% | Reduced |
| Simplex Trading, LLC | 563,435 | $3.42M | 0.15% | +33,213+6.3% | Added |
| MML Investors Services, LLC | 568,654 | $3.45M | 0.02% | +19,875+3.6% | Added |
| Goldman Sachs Group Inc | 573,704 | $3.48M | 0.00% | −2,112,445−78.6% | Reduced |
| Moors & Cabot, Inc. | 582,959 | $3.54M | 0.24% | +59,525+11.4% | Added |
| Mariner, LLC | 611,936 | $3.71M | 0.01% | −21,068−3.3% | Reduced |
| Invesco Ltd. | 632,410 | $3.84M | 0.00% | +118,185+23.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 640,088 | $3.89M | 0.01% | −57,484−8.2% | Reduced |
| PEAK6 Investments LLC | 641,230 | $3.89M | 0.25% | −666,464−51.0% | Reduced |
| Legal & General Group Plc | 655,264 | $3.98M | 0.00% | +45,526+7.5% | Added |
| Phoenix Holdings Ltd. | 660,491 | $4.01M | 0.09% | −807,509−55.0% | Reduced |
| Bayesian Capital Management, LP | 673,100 | $4.09M | 0.51% | +214,400+46.7% | Added |
| Brighton Jones LLC | 674,658 | $4.10M | 0.23% | +662,012+5,235.0% | Added |
| Advisor Group Holdings, Inc. | 706,242 | $4.27M | 0.01% | +20,505+3.0% | Added |
| Par Capital Management Inc | 750,000 | $4.55M | 0.17% | 00.0% | Unchanged |
| Barclays PLC | 782,891 | $4.75M | 0.00% | +156,036+24.9% | Added |
| LPL Financial LLC | 800,556 | $4.86M | 0.00% | −69,900−8.0% | Reduced |
| New York State Common Retirement Fund | 811,800 | $4.93M | 0.01% | −10,200−1.2% | Reduced |
| Rhumbline Advisers | 832,381 | $5.05M | 0.01% | +7,634+0.9% | Added |
| California State Teachers Retirement System | 864,154 | $5.25M | 0.01% | −13,523−1.5% | Reduced |
| AXA S.A. | 883,900 | $5.37M | 0.02% | −243,000−21.6% | Reduced |
| FMR LLC | 894,803 | $5.43M | 0.00% | +880,460+6,138.6% | Added |
| Commonwealth Equity Services, LLC | 929,128 | $5.64M | 0.01% | −61,261−6.2% | Reduced |
| UBS Group AG | 953,379 | $5.79M | 0.00% | −176,123−15.6% | Reduced |
| CAPROCK Group, Inc. | 960,076 | $5.83M | 0.45% | −74,474−7.2% | Reduced |
| UBS Asset Management Americas Inc | 984,318 | $5.97M | 0.00% | −24,430−2.4% | Reduced |
| Parkside Investments, LLC | 2,070,100 | $6.28M | 1.18% | +1,238,670+149.0% | Added |
| Price T Rowe Associates Inc | 1,053,668 | $6.40M | 0.00% | +64,244+6.5% | Added |
| Group One Trading, L.P. | 1,125,058 | $6.83M | 0.32% | +196,541+21.2% | Added |
| Jane Street Group, LLC | 1,136,464 | $6.90M | 0.01% | −383,368−25.2% | Reduced |
| SG Americas Securities, LLC | 1,169,645 | $7.10M | 0.10% | −133,745−10.3% | Reduced |
| Point72 Asset Management, L.P. | 1,200,100 | $7.28M | 0.03% | −3,932,643−76.6% | Reduced |
| California Public Employees Retirement System | 1,248,052 | $7.58M | 0.01% | −142,808−10.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,270,304 | $7.71M | 0.02% | +53,415+4.4% | Added |
| 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 |
| Swiss National Bank | 1,301,900 | $7.90M | 0.01% | −145,800−10.1% | Reduced |
| Wells Fargo & Company | 1,347,631 | $8.18M | 0.00% | −13,859−1.0% | Reduced |