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 |
|---|---|---|---|---|---|
| Y-Intercept (Hong Kong) Ltd | 227,840 | $1.38M | 0.16% | +227,840 | New |
| Cambridge Investment Research Advisors, Inc. | 225,608 | $1.37M | 0.01% | +1,787+0.8% | Added |
| Two Sigma Securities, LLC | 221,530 | $1.34M | 0.11% | +37,212+20.2% | Added |
| Formula Growth Ltd | 220,000 | $1.34M | 0.43% | +220,000 | New |
| Must Asset Management Inc. | 228,318 | $1.31M | 3.25% | −126,129−35.6% | Reduced |
| HighTower Advisors, LLC | 214,341 | $1.30M | 0.00% | +69,869+48.4% | Added |
| Advisory Services Network, LLC | 212,757 | $1.29M | 0.04% | +12,719+6.4% | Added |
| Stifel Financial Corp | 211,188 | $1.28M | 0.00% | −15,392−6.8% | Reduced |
| Once Capital Management, LLC | 209,200 | $1.27M | 1.35% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 205,814 | $1.25M | 0.08% | +53,065+34.7% | Added |
| Cetera Advisor Networks LLC | 204,206 | $1.24M | 0.01% | +27,744+15.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 203,675 | $1.24M | 0.11% | +4,897+2.5% | Added |
| Trexquant Investment LP | 200,363 | $1.22M | 0.03% | −697,951−77.7% | Reduced |
| Convergence Financial, LLC | 200,010 | $1.21M | 0.89% | +200,010 | New |
| Oppenheimer & Co Inc | 190,529 | $1.16M | 0.02% | −53,355−21.9% | Reduced |
| Summit Trail Advisors, LLC | 188,037 | $1.14M | 0.05% | +150,715+403.8% | Added |
| American Century Companies Inc | 196,882 | $1.13M | 0.00% | +25,483+14.9% | Added |
| Ameriprise Financial Inc | 185,364 | $1.13M | 0.00% | −65,805−26.2% | Reduced |
| Joel Isaacson & Co., LLC | 183,789 | $1.12M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 181,730 | $1.10M | 0.00% | +34,534+23.5% | Added |
| Caption Management, LLC | 181,487 | $1.10M | 0.24% | −358,013−66.4% | Reduced |
| Boston Private Wealth LLC | 180,309 | $1.09M | 0.02% | +1,026+0.6% | Added |
| Quadrature Capital Ltd | 174,672 | $1.06M | 0.03% | +174,672 | New |
| Arizona State Retirement System | 174,768 | $1.06M | 0.01% | +5,590+3.3% | Added |
| Wolverine Trading, LLC | 184,883 | $1.06M | 0.03% | +149,621+424.3% | Added |
| Capital Fund Management S.A. | 172,802 | $1.05M | 0.02% | +172,802 | New |
| STRS Ohio | 171,550 | $1.04M | 0.00% | +171,550 | New |
| Regal Investment Advisors LLC | 162,840 | $988.4K | 0.09% | +135,374+492.9% | Added |
| Triumph Capital Management | 161,834 | $982.3K | 0.50% | −151,109−48.3% | Reduced |
| Spire Wealth Management | 157,132 | $953.8K | 0.04% | +25,900+19.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $951.4K | 0.24% | 00.0% | Unchanged |
| Virtu Financial LLC | 155,728 | $945.0K | 0.10% | +155,728 | New |
| National Asset Management, Inc. | 150,104 | $911.1K | 0.02% | +6,712+4.7% | Added |
| TownSquare Capital, LLC | 146,029 | $886.4K | 0.02% | −236,828−61.9% | Reduced |
| Utah Retirement Systems | 143,800 | $872.9K | 0.01% | +1,500+1.1% | Added |
| Deutsche Bank AG | 143,061 | $868.4K | 0.00% | +23,236+19.4% | Added |
| Perigon Wealth Management, LLC | 142,375 | $864.2K | 0.05% | +117,813+479.7% | Added |
| Tilt Investment Management Holdings, PBC | 147,552 | $849.9K | 0.63% | 00.0% | Unchanged |
| Voya Investment Management LLC | 136,592 | $829.1K | 0.00% | +8,336+6.5% | Added |
| Cetera Investment Advisers | 134,924 | $818.8K | 0.01% | +18,659+16.0% | Added |
| Colony Group LLC | 134,187 | $815.0K | 0.01% | −157−0.1% | Reduced |
| Private Advisor Group, LLC | 133,131 | $808.1K | 0.01% | −35,706−21.1% | Reduced |
| Amalgamated Bank | 129,102 | $784.0K | 0.01% | −20,118−13.5% | Reduced |
| Alpha Square Group S, LLC | 127,674 | $775.0K | 0.64% | −50,000−28.1% | Reduced |
| Marex Group plc | 126,460 | $767.6K | 0.10% | +22,756+21.9% | Added |
| Point72 Middle East FZE | 123,610 | $750.3K | 0.04% | −128,772−51.0% | Reduced |
| Alliance Wealth Advisors, LLC | 121,825 | $739.5K | 0.30% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 120,280 | $730.1K | 0.09% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 119,877 | $727.7K | 0.02% | +119,877 | New |
| Y.D. More Investments Ltd | 115,594 | $701.7K | 0.17% | −2,000−1.7% | Reduced |
| GWM Advisors LLC | 114,590 | $695.6K | 0.01% | +84,124+276.1% | Added |
| Wolff Wiese Magana LLC | 113,189 | $687.1K | 0.56% | −1,221−1.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 109,678 | $665.7K | 0.00% | +30,448+38.4% | Added |
| International Assets Investment Management, LLC | 109,580 | $665.2K | 0.10% | −15,330−12.3% | Reduced |
| Pathstone Family Office, LLC | 112,923 | $655.5K | 0.01% | −91,480−44.8% | Reduced |
| HRT Financial LP | 107,888 | $654.0K | 0.01% | +107,888 | New |
| Bluefin Capital Management, LLC | – | $636.4K | 0.09% | – | – |
| Pegasus Asset Management, Inc. | 104,558 | $634.7K | 0.31% | +1,110+1.1% | Added |
| Nisa Investment Advisors, LLC | 104,500 | $634.0K | 0.00% | +54,200+107.8% | Added |
| First Trust Advisors LP | 102,072 | $619.6K | 0.00% | −128,081−55.7% | Reduced |
| Prospera Financial Services Inc | 101,433 | $615.7K | 0.03% | +24,513+31.9% | Added |
| Interval Partners, LP | 100,088 | $607.5K | 0.03% | +100,088 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 97,220 | $590.1K | 0.00% | −2,008−2.0% | Reduced |
| Kovack Advisors, Inc. | 95,264 | $578.3K | 0.08% | +11,383+13.6% | Added |
| Well Done, LLC | 94,161 | $571.6K | 0.12% | +81,446+640.6% | Added |
| Matisse Capital | 93,594 | $568.1K | 0.37% | −3,800−3.9% | Reduced |
| Kennedy Investment Group | 90,400 | $548.7K | 0.34% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 88,330 | $536.2K | 0.10% | +53,984+157.2% | Added |
| Wellington Management Group LLP | 85,299 | $517.8K | 0.00% | +85,299 | New |
| Victory Capital Management Inc | 85,259 | $517.5K | 0.00% | +4,653+5.8% | Added |
| Kingsview Wealth Management, LLC | 80,618 | $489.4K | 0.02% | +80,618 | New |
| Principal Financial Group Inc | 80,078 | $486.1K | 0.00% | +3,007+3.9% | Added |
| Miracle Mile Advisors, LLC | 78,350 | $475.6K | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 78,125 | $474.2K | 0.00% | +78,125 | New |
| Firethorn Wealth Partners, LLC | 86,214 | $471.6K | 0.37% | −16,862−16.4% | Reduced |
| Public Employees Retirement Association of Colorado | 76,520 | $464.0K | 0.00% | 00.0% | Unchanged |
| Winton Group Ltd | 76,390 | $463.7K | 0.03% | +76,390 | New |
| State of Wisconsin Investment Board | 75,981 | $461.2K | 0.00% | +1,233+1.6% | Added |
| Capital Advisors Wealth Management, LLC | 75,323 | $457.2K | 0.13% | +2,145+2.9% | Added |
| Cutler Group LP | 75,129 | $456.0K | 0.07% | +38,528+105.3% | Added |
| Pictet Asset Management SA | 75,088 | $455.8K | 0.00% | +7,837+11.7% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $454.6K | 0.14% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 73,820 | $448.1K | 0.00% | +1,285+1.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 73,575 | $446.6K | 0.01% | +73,575 | New |
| Solidarilty Wealth, LLC | 71,637 | $434.8K | 0.20% | +71,637 | New |
| Neuberger Berman Group LLC | 70,792 | $429.7K | 0.00% | +33,578+90.2% | Added |
| Aldebaran Financial Inc. | 70,205 | $426.1K | 0.57% | −64,097−47.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 68,078 | $413.2K | 0.05% | +68,078 | New |
| Teacher Retirement System of Texas | 67,085 | $407.0K | 0.00% | +500+0.8% | Added |
| Gsa Capital Partners LLP | 66,092 | $401.0K | 0.04% | +35,974+119.4% | Added |
| Consolidated Investment Group LLC | 63,000 | $382.0K | 0.07% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 62,174 | $377.4K | 0.00% | +29,834+92.3% | Added |
| Cubist Systematic Strategies, LLC | 61,414 | $372.8K | 0.00% | +61,414 | New |
| Maryland State Retirement & Pension System | 61,186 | $371.4K | 0.01% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 61,000 | $370.3K | 0.13% | −46,000−43.0% | Reduced |
| Capula Management Ltd | 60,740 | $368.7K | 0.03% | +60,740 | New |
| Envestnet Asset Management Inc | 60,707 | $368.5K | 0.00% | +2,881+5.0% | Added |
| San Luis Wealth Advisors LLC | 60,707 | $368.0K | 0.14% | −832−1.4% | Reduced |
| MYDA Advisors LLC | 60,000 | $364.2K | 0.15% | +60,000 | New |
| Alta Wealth Advisors LLC | 59,299 | $359.9K | 0.23% | 00.0% | Unchanged |