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, Q2 2023
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
- 517
- −9 vs. Q1 2023
- Shares held
- 359.0M
- +40.9M (+12.9%) vs. Q1 2023
- Total value
- $3.00B
- +$1.07B (+55.8%) vs. Q1 2023
- New holders
- 76
- 182 more added
- Sold out
- 85
- 146 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 73,834,956 | $615.8M | 0.01% | +4,266,798+6.1% | Added |
| BlackRock Inc. | 38,122,793 | $317.9M | 0.01% | +2,302,565+6.4% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $259.8M | 1.75% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 15,537,505 | $129.6M | 0.20% | +11,593,400+293.9% | Added |
| State Street Corp | 13,680,519 | $114.1M | 0.01% | +1,567,782+12.9% | Added |
| Two Sigma Advisers, LP | 13,487,400 | $112.5M | 0.29% | +13,487,400 | New |
| Geode Capital Management, LLC | 12,877,675 | $107.4M | 0.01% | +826,000+6.9% | Added |
| Morgan Stanley | 12,085,836 | $100.8M | 0.01% | +5,604,063+86.5% | Added |
| Two Sigma Investments, LP | 9,578,500 | $79.9M | 0.21% | +4,606,325+92.6% | Added |
| Norges Bank | 6,626,928 | $55.3M | 0.01% | −2,064,271−23.8% | Reduced |
| JPMorgan Chase & Co | 5,819,037 | $48.5M | 0.01% | +1,985,636+51.8% | Added |
| Gpi Capital, L.P. | 5,570,941 | $46.5M | 8.90% | −1,700,000−23.4% | Reduced |
| Goldman Sachs Group Inc | 4,999,616 | $41.7M | 0.01% | +4,425,912+771.5% | Added |
| Bank of America Corp | 4,946,100 | $41.3M | 0.00% | +2,589,153+109.9% | Added |
| Charles Schwab Investment Management Inc | 4,605,774 | $38.4M | 0.01% | +83,140+1.8% | Added |
| Patient Capital Management, LLC | 4,435,864 | $37.0M | 2.06% | +3,966,164+844.4% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $34.2M | 28.75% | 00.0% | Unchanged |
| Northern Trust Corp | 3,787,451 | $31.6M | 0.01% | +317,073+9.1% | Added |
| Jane Street Group, LLC | 3,023,475 | $25.2M | 0.03% | +1,887,011+166.0% | Added |
| Marshall Wace, LLP | 3,020,986 | $25.2M | 0.05% | +3,020,986 | New |
| Quadrature Capital Ltd | 2,832,049 | $23.6M | 0.52% | +2,657,377+1,521.4% | Added |
| Bank of New York Mellon Corp | 2,767,303 | $23.1M | 0.00% | +224,401+8.8% | Added |
| Credit Suisse AG | 2,709,386 | $22.6M | 0.02% | +529,565+24.3% | Added |
| Nuveen Asset Management, LLC | 2,390,313 | $19.9M | 0.01% | −761,519−24.2% | Reduced |
| Citigroup Inc | 2,176,404 | $18.2M | 0.02% | +485,745+28.7% | Added |
| National Bank of Canada | 2,121,843 | $18.1M | 0.04% | +2,100,105+9,661.0% | Added |
| Susquehanna International Group, LLP | 1,973,606 | $16.5M | 0.03% | −6,412,511−76.5% | Reduced |
| Swiss National Bank | 1,842,600 | $15.4M | 0.01% | +540,700+41.5% | Added |
| Ensign Peak Advisors, Inc | 1,739,424 | $14.5M | 0.03% | +5400.0% | Added |
| Royal Bank of Canada | 1,691,634 | $14.1M | 0.00% | +28,485+1.7% | Added |
| Longitude (Cayman) Ltd. | 1,578,000 | $13.2M | 20.14% | +63,000+4.2% | Added |
| Wells Fargo & Company | 1,465,392 | $12.2M | 0.00% | +117,761+8.7% | Added |
| Azora Capital LP | 1,432,124 | $11.9M | 2.43% | +1,432,124 | New |
| Cubist Systematic Strategies, LLC | 1,377,901 | $11.5M | 0.13% | +1,316,487+2,143.6% | Added |
| California Public Employees Retirement System | 1,323,988 | $11.0M | 0.01% | +75,936+6.1% | Added |
| Group One Trading, L.P. | 1,266,708 | $10.6M | 0.45% | +141,650+12.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,166,414 | $9.73M | 0.02% | −103,890−8.2% | Reduced |
| Mizuho Markets Americas LLC | 1,141,998 | $9.52M | 0.70% | −134,800−10.6% | Reduced |
| Price T Rowe Associates Inc | 1,084,252 | $9.04M | 0.00% | +30,584+2.9% | Added |
| California State Teachers Retirement System | 1,052,562 | $8.78M | 0.01% | +188,408+21.8% | Added |
| Rhumbline Advisers | 1,040,619 | $8.68M | 0.01% | +208,238+25.0% | Added |
| Two Sigma Securities, LLC | 1,002,559 | $8.36M | 0.68% | +781,029+352.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 999,000 | $8.33M | 0.04% | +999,000 | New |
| Commonwealth Equity Services, LLC | 952,466 | $7.94M | 0.02% | +23,338+2.5% | Added |
| New York State Common Retirement Fund | 923,066 | $7.70M | 0.01% | +111,266+13.7% | Added |
| Parkside Investments, LLC | 912,125 | $7.61M | 1.42% | −1,157,975−55.9% | Reduced |
| UBS Group AG | 886,795 | $7.40M | 0.00% | −66,584−7.0% | Reduced |
| LPL Financial LLC | 861,642 | $7.19M | 0.01% | +61,086+7.6% | Added |
| Hartline Investment Corp | 837,641 | $6.99M | 1.19% | +410,522+96.1% | Added |
| IFP Advisors, Inc | 305,432 | $6.92M | 0.35% | +293,070+2,370.7% | Added |
| CAPROCK Group, Inc. | 788,221 | $6.57M | 0.48% | −171,855−17.9% | Reduced |
| Legal & General Group Plc | 759,850 | $6.34M | 0.00% | +104,586+16.0% | Added |
| Par Capital Management Inc | 750,000 | $6.25M | 0.22% | 00.0% | Unchanged |
| Mariner, LLC | 749,373 | $6.25M | 0.02% | +137,437+22.5% | Added |
| Invesco Ltd. | 734,014 | $6.12M | 0.00% | +101,604+16.1% | Added |
| UBS Asset Management Americas Inc | 984,318 | $5.97M | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 708,677 | $5.91M | 0.10% | +708,677 | New |
| Capital Fund Management S.A. | 704,112 | $5.87M | 0.09% | +531,310+307.5% | Added |
| MML Investors Services, LLC | 695,581 | $5.80M | 0.03% | +126,927+22.3% | Added |
| Brighton Jones LLC | 674,900 | $5.63M | 0.28% | +2420.0% | Added |
| First Trust Advisors LP | 654,829 | $5.46M | 0.01% | +552,757+541.5% | Added |
| Advisor Group Holdings, Inc. | 627,205 | $5.24M | 0.01% | −79,037−11.2% | Reduced |
| GTS Securities LLC | 623,969 | $5.20M | 0.16% | +623,969 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 585,510 | $4.88M | 0.00% | +585,510 | New |
| Nikko Asset Management Americas, Inc. | 585,510 | $4.88M | 0.05% | +585,510 | New |
| Raymond James Financial Services Advisors, Inc. | 580,477 | $4.84M | 0.01% | −59,611−9.3% | Reduced |
| State Board of Administration of Florida Retirement System | 576,827 | $4.81M | 0.01% | +80,497+16.2% | Added |
| Moors & Cabot, Inc. | 550,959 | $4.59M | 0.31% | −32,000−5.5% | Reduced |
| Cerity Partners LLC | 538,155 | $4.49M | 0.02% | −6,152−1.1% | Reduced |
| State of New Jersey Common Pension Fund D | 531,850 | $4.44M | 0.01% | +147,417+38.3% | Added |
| Mark Asset Management LP | 501,800 | $4.19M | 0.73% | −28,601−5.4% | Reduced |
| Philadelphia Trust Co | 492,830 | $4.11M | 0.39% | −7,455−1.5% | Reduced |
| Creative Planning | 492,135 | $4.10M | 0.01% | +8,890+1.8% | Added |
| Holocene Advisors, LP | 467,705 | $3.90M | 0.02% | +389,580+498.7% | Added |
| Cresset Asset Management, LLC | 455,389 | $3.80M | 0.03% | +438,520+2,599.6% | Added |
| Voloridge Investment Management, LLC | 438,635 | $3.66M | 0.02% | +438,635 | New |
| Deutsche Bank AG | 435,957 | $3.64M | 0.00% | +292,896+204.7% | Added |
| Acorn Financial Advisory Services Inc | 432,418 | $3.61M | 0.64% | +68,685+18.9% | Added |
| Ameriprise Financial Inc | 490,589 | $3.51M | 0.00% | +305,225+164.7% | Added |
| AlphaStar Capital Management, LLC | 420,446 | $3.51M | 0.40% | +240,102+133.1% | Added |
| Public Employees Retirement System of Ohio | 415,067 | $3.46M | 0.01% | +14,522+3.6% | Added |
| Janus Henderson Group PLC | 402,234 | $3.36M | 0.00% | +131,713+48.7% | Added |
| Anderson Hoagland & Co | 401,001 | $3.34M | 0.43% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 400,839 | $3.34M | 0.02% | +48,630+13.8% | Added |
| HSBC Holdings PLC | 393,510 | $3.34M | 0.00% | +370,107+1,581.5% | Added |
| EAM Global Investors LLC | 396,949 | $3.31M | 0.97% | +396,949 | New |
| EP Wealth Advisors, LLC | 223,205 | $3.13M | 0.05% | +223,205 | New |
| Alliancebernstein L.P. | 374,808 | $3.13M | 0.00% | +48,811+15.0% | Added |
| Barclays PLC | 372,253 | $3.10M | 0.00% | −410,638−52.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 369,648 | $3.08M | 0.03% | +22,206+6.4% | Added |
| Newbridge Financial Services Group, Inc. | 364,262 | $3.04M | 1.49% | +51,444+16.4% | Added |
| Raymond James & Associates | 350,457 | $2.92M | 0.00% | −31,616−8.3% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 330,686 | $2.76M | 0.22% | +127,011+62.4% | Added |
| GWM Advisors LLC | 328,524 | $2.74M | 0.03% | +213,934+186.7% | Added |
| First Republic Investment Management, Inc. | 326,587 | $2.72M | 0.01% | −176,749−35.1% | Reduced |
| Cetera Advisor Networks LLC | 309,309 | $2.58M | 0.02% | +105,103+51.5% | Added |
| Bank of Montreal | 292,546 | $2.55M | 0.00% | −107,435−26.9% | Reduced |
| AXA S.A. | 301,000 | $2.51M | 0.01% | −582,900−65.9% | Reduced |
| Trexquant Investment LP | 283,775 | $2.37M | 0.06% | +83,412+41.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 281,770 | $2.35M | 0.02% | +281,770 | New |