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 |
|---|---|---|---|---|---|
| Wellington Management Group LLP | 50,761 | $423.3K | 0.00% | −34,538−40.5% | Reduced |
| Integrated Advisors Network LLC | 50,762 | $423.4K | 0.02% | −27−0.1% | Reduced |
| Fortis Advisors, LLC | 51,150 | $426.6K | 0.31% | +2,500+5.1% | Added |
| BIT Capital GmbH | 51,535 | $429.8K | 0.05% | −234,388−82.0% | Reduced |
| Good Life Advisors, LLC | 51,966 | $433.4K | 0.05% | +34,903+204.6% | Added |
| Aldebaran Financial Inc. | 52,045 | $434.1K | 0.62% | −18,160−25.9% | Reduced |
| Harbour Investments, Inc. | 53,913 | $449.6K | 0.02% | +4,975+10.2% | Added |
| Valeo Financial Advisors, LLC | 54,116 | $451.3K | 0.02% | −1,000−1.8% | Reduced |
| MMBG Investment Advisors Co. | 51,090 | $453.2K | 0.06% | −69,190−57.5% | Reduced |
| Gsa Capital Partners LLP | 55,285 | $461.0K | 0.05% | −10,807−16.4% | Reduced |
| Alta Wealth Advisors LLC | 57,299 | $477.9K | 0.28% | −2,000−3.4% | Reduced |
| Means Investment Co., Inc. | 57,492 | $479.5K | 0.08% | +6,029+11.7% | Added |
| CI Private Wealth, LLC | 57,523 | $479.7K | 0.00% | −853−1.5% | Reduced |
| Prudential Financial Inc | 58,254 | $485.8K | 0.00% | +3,316+6.0% | Added |
| Neuberger Berman Group LLC | 59,342 | $494.9K | 0.00% | −11,450−16.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 60,077 | $501.0K | 0.05% | −8,001−11.8% | Reduced |
| Beacon Pointe Advisors, LLC | 60,380 | $503.6K | 0.01% | +37,720+166.5% | Added |
| San Luis Wealth Advisors LLC | 60,696 | $506.0K | 0.18% | −110.0% | Reduced |
| Advisory Services Network, LLC | 61,801 | $515.4K | 0.01% | −150,956−71.0% | Reduced |
| Y.D. More Investments Ltd | 62,207 | $518.8K | 0.13% | −53,387−46.2% | Reduced |
| Consolidated Investment Group LLC | 63,000 | $525.0K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 63,028 | $525.7K | 0.01% | +9,445+17.6% | Added |
| Equitable Holdings, Inc. | 65,186 | $543.7K | 0.01% | +33,123+103.3% | Added |
| Solidarilty Wealth, LLC | 66,467 | $554.3K | 0.23% | −5,170−7.2% | Reduced |
| State of Wisconsin Investment Board | 66,915 | $558.1K | 0.00% | −9,066−11.9% | Reduced |
| Avantax Advisory Services, Inc. | 67,144 | $560.0K | 0.01% | +23,247+53.0% | Added |
| Principal Financial Group Inc | 68,327 | $569.8K | 0.00% | −11,751−14.7% | Reduced |
| CIBC Private Wealth Group, LLC | 69,137 | $576.6K | 0.00% | −6,719−8.9% | Reduced |
| SEI Investments Co | 69,609 | $580.5K | 0.00% | +47,154+210.0% | Added |
| D.A. Davidson & Co. | 70,562 | $588.5K | 0.01% | +8,388+13.5% | Added |
| Maryland State Retirement & Pension System | 72,493 | $604.6K | 0.01% | +11,307+18.5% | Added |
| Pearl River Capital, LLC | 72,563 | $605.2K | 0.10% | +72,563 | New |
| Caption Management, LLC | 73,407 | $612.2K | 0.11% | −108,080−59.6% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $624.7K | 0.17% | 00.0% | Unchanged |
| HAP Trading, LLC | 75,361 | $628.5K | 0.18% | −249,083−76.8% | Reduced |
| Public Employees Retirement Association of Colorado | 76,520 | $638.0K | 0.00% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 77,070 | $642.8K | 0.11% | −11,260−12.7% | Reduced |
| Norris Financial Group, LLC | 77,174 | $643.6K | 0.45% | +77,174 | New |
| Miracle Mile Advisors, LLC | 78,370 | $653.6K | 0.02% | +200.0% | Added |
| Tower Research Capital LLC (TRC) | 80,032 | $667.5K | 0.02% | +71,270+813.4% | Added |
| Capital Advisors Wealth Management, LLC | 81,608 | $680.6K | 0.17% | +6,285+8.3% | Added |
| Victory Capital Management Inc | 83,311 | $694.8K | 0.00% | −1,948−2.3% | Reduced |
| Teacher Retirement System of Texas | 87,867 | $733.0K | 0.00% | +20,782+31.0% | Added |
| Kingsview Wealth Management, LLC | 88,821 | $740.8K | 0.03% | +8,203+10.2% | Added |
| Squarepoint Ops LLC | 88,966 | $742.0K | 0.00% | +88,966 | New |
| Kennedy Investment Group | 90,400 | $753.9K | 0.44% | 00.0% | Unchanged |
| AE Wealth Management LLC | 91,871 | $766.2K | 0.00% | +41,536+82.5% | Added |
| Verition Fund Management LLC | 93,098 | $776.4K | 0.01% | +44,798+92.7% | Added |
| Prospera Financial Services Inc | 93,121 | $776.6K | 0.03% | −8,312−8.2% | Reduced |
| Matisse Capital | 93,664 | $781.2K | 0.48% | +70+0.1% | Added |
| Well Done, LLC | 94,161 | $785.3K | 0.17% | 00.0% | Unchanged |
| Pictet Asset Management SA | 94,904 | $791.5K | 0.00% | +19,816+26.4% | Added |
| Kovack Advisors, Inc. | 97,127 | $810.0K | 0.10% | +1,863+2.0% | Added |
| Pegasus Asset Management, Inc. | 105,079 | $876.4K | 0.39% | +521+0.5% | Added |
| Private Advisor Group, LLC | 106,708 | $889.9K | 0.01% | −26,423−19.8% | Reduced |
| Northwestern Mutual Wealth Management Co | 107,000 | $892.4K | 0.00% | −2,678−2.4% | Reduced |
| Alpha Square Group S, LLC | 107,674 | $898.0K | 0.81% | −20,000−15.7% | Reduced |
| Capital Markets Trading UK LLP | 109,500 | $912.0K | 0.67% | +56,658+107.2% | Added |
| North Fourth Asset Management, LP | 110,000 | $917.4K | 0.78% | +110,000 | New |
| Pathstone Family Office, LLC | 115,815 | $924.8K | 0.01% | +2,892+2.6% | Added |
| Handelsbanken Fonder AB | 113,400 | $946.0K | 0.01% | +81,000+250.0% | Added |
| Firethorn Wealth Partners, LLC | 113,884 | $949.8K | 0.71% | +27,670+32.1% | Added |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $951.4K | 0.24% | 00.0% | Unchanged |
| Marex Group plc | 114,328 | $953.5K | 0.17% | −12,132−9.6% | Reduced |
| Wolff Wiese Magana LLC | 115,346 | $962.0K | 0.74% | +2,157+1.9% | Added |
| Cetera Advisors LLC | 120,250 | $1.00M | 0.02% | −119,425−49.8% | Reduced |
| Colony Group LLC | 120,353 | $1.00M | 0.01% | −13,834−10.3% | Reduced |
| Alliance Wealth Advisors, LLC | 121,825 | $1.02M | 0.38% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 125,761 | $1.05M | 0.03% | +91,340+265.4% | Added |
| Cetera Investment Advisers | 128,237 | $1.07M | 0.01% | −6,687−5.0% | Reduced |
| Voya Investment Management LLC | 128,534 | $1.07M | 0.00% | −8,058−5.9% | Reduced |
| Skaana Management L.P. | 129,800 | $1.08M | 0.32% | +129,800 | New |
| Amalgamated Bank | 130,226 | $1.09M | 0.01% | +1,124+0.9% | Added |
| Advisory Research Inc | 131,319 | $1.10M | 0.14% | +79,466+153.3% | Added |
| Stifel Financial Corp | 131,925 | $1.10M | 0.00% | −79,263−37.5% | Reduced |
| National Asset Management, Inc. | 136,665 | $1.14M | 0.03% | −13,439−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 136,950 | $1.14M | 0.01% | +39,730+40.9% | Added |
| EAM Investors, LLC | 143,520 | $1.20M | 0.22% | +143,520 | New |
| Tilt Investment Management Holdings, PBC | 147,552 | $1.23M | 0.81% | 00.0% | Unchanged |
| Readystate Asset Management LP | 148,600 | $1.24M | 0.12% | +148,600 | New |
| Triumph Capital Management | 152,332 | $1.27M | 0.58% | −9,502−5.9% | Reduced |
| Occudo Quantitative Strategies LP | 156,395 | $1.30M | 0.14% | +156,395 | New |
| Utah Retirement Systems | 157,300 | $1.31M | 0.02% | +13,500+9.4% | Added |
| AQR Capital Management LLC | 157,663 | $1.31M | 0.00% | +123,245+358.1% | Added |
| Envestnet Asset Management Inc | 158,047 | $1.32M | 0.00% | +97,340+160.3% | Added |
| DFPG Investments, LLC | 135,251 | $1.33M | 0.12% | +90,000+198.9% | Added |
| Steward Partners Investment Advisory, LLC | 168,899 | $1.41M | 0.02% | +139,665+477.7% | Added |
| Walleye Trading LLC | 174,447 | $1.45M | 0.08% | −75,464−30.2% | Reduced |
| Truist Financial Corp | 176,714 | $1.47M | 0.00% | −5,016−2.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 180,255 | $1.50M | 0.16% | −47,585−20.9% | Reduced |
| Spire Wealth Management | 180,432 | $1.50M | 0.06% | +23,300+14.8% | Added |
| Wolverine Trading, LLC | 174,090 | $1.52M | 0.02% | −10,793−5.8% | Reduced |
| Boston Private Wealth LLC | 181,838 | $1.52M | 0.03% | +1,529+0.8% | Added |
| Joel Isaacson & Co., LLC | 183,789 | $1.53M | 0.10% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 190,309 | $1.59M | 0.09% | −15,505−7.5% | Reduced |
| Bayesian Capital Management, LP | 190,400 | $1.59M | 0.17% | −482,700−71.7% | Reduced |
| Oppenheimer & Co Inc | 190,825 | $1.59M | 0.03% | +296+0.2% | Added |
| American Century Companies Inc | 195,328 | $1.63M | 0.00% | −1,554−0.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 201,096 | $1.68M | 0.04% | +127,521+173.3% | Added |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.68M | 0.15% | −60,336−23.1% | Reduced |