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 |
|---|---|---|---|---|---|
| Once Capital Management, LLC | 209,200 | $1.74M | 1.63% | 00.0% | Unchanged |
| Van Eck Associates Corp | 216,795 | $1.81M | 0.00% | +216,795 | New |
| Vontobel Holding Ltd. | 217,460 | $1.81M | 0.02% | −64,639−22.9% | Reduced |
| TownSquare Capital, LLC | 226,449 | $1.89M | 0.03% | +80,420+55.1% | Added |
| Summit Trail Advisors, LLC | 226,670 | $1.89M | 0.07% | +38,633+20.5% | Added |
| Millennium Management LLC | 230,960 | $1.93M | 0.00% | −5,547,985−96.0% | Reduced |
| Jump Financial, LLC | 231,841 | $1.93M | 0.07% | +208,780+905.3% | Added |
| Arizona State Retirement System | 237,710 | $1.98M | 0.02% | +62,942+36.0% | Added |
| HighTower Advisors, LLC | 237,795 | $1.98M | 0.00% | +23,454+10.9% | Added |
| Retireful, LLC | 239,963 | $2.00M | 0.76% | +239,963 | New |
| Nisa Investment Advisors, LLC | 241,700 | $2.02M | 0.01% | +137,200+131.3% | Added |
| Belmont Capital, LLC | 242,350 | $2.02M | 1.14% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 244,985 | $2.04M | 0.01% | +19,377+8.6% | Added |
| Must Asset Management Inc. | 254,306 | $2.22M | 6.11% | +25,988+11.4% | Added |
| Atria Wealth Solutions, Inc. | 265,976 | $2.22M | 0.03% | −41,802−13.6% | Reduced |
| Jupiter Asset Management Ltd | 267,723 | $2.23M | 0.02% | +267,723 | New |
| Old Second National Bank of Aurora | 278,029 | $2.32M | 0.67% | +251+0.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 281,770 | $2.35M | 0.02% | +281,770 | New |
| Trexquant Investment LP | 283,775 | $2.37M | 0.06% | +83,412+41.6% | Added |
| AXA S.A. | 301,000 | $2.51M | 0.01% | −582,900−65.9% | Reduced |
| Bank of Montreal | 292,546 | $2.55M | 0.00% | −107,435−26.9% | Reduced |
| Cetera Advisor Networks LLC | 309,309 | $2.58M | 0.02% | +105,103+51.5% | Added |
| First Republic Investment Management, Inc. | 326,587 | $2.72M | 0.01% | −176,749−35.1% | Reduced |
| GWM Advisors LLC | 328,524 | $2.74M | 0.03% | +213,934+186.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 330,686 | $2.76M | 0.22% | +127,011+62.4% | Added |
| Raymond James & Associates | 350,457 | $2.92M | 0.00% | −31,616−8.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 364,262 | $3.04M | 1.49% | +51,444+16.4% | Added |
| Federation des caisses Desjardins du Quebec | 369,648 | $3.08M | 0.03% | +22,206+6.4% | Added |
| Barclays PLC | 372,253 | $3.10M | 0.00% | −410,638−52.5% | Reduced |
| Alliancebernstein L.P. | 374,808 | $3.13M | 0.00% | +48,811+15.0% | Added |
| EP Wealth Advisors, LLC | 223,205 | $3.13M | 0.05% | +223,205 | New |
| EAM Global Investors LLC | 396,949 | $3.31M | 0.97% | +396,949 | New |
| HSBC Holdings PLC | 393,510 | $3.34M | 0.00% | +370,107+1,581.5% | Added |
| Treasurer of the State of North Carolina | 400,839 | $3.34M | 0.02% | +48,630+13.8% | Added |
| Anderson Hoagland & Co | 401,001 | $3.34M | 0.43% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 402,234 | $3.36M | 0.00% | +131,713+48.7% | Added |
| Public Employees Retirement System of Ohio | 415,067 | $3.46M | 0.01% | +14,522+3.6% | Added |
| AlphaStar Capital Management, LLC | 420,446 | $3.51M | 0.40% | +240,102+133.1% | Added |
| Ameriprise Financial Inc | 490,589 | $3.51M | 0.00% | +305,225+164.7% | Added |
| Acorn Financial Advisory Services Inc | 432,418 | $3.61M | 0.64% | +68,685+18.9% | Added |
| Deutsche Bank AG | 435,957 | $3.64M | 0.00% | +292,896+204.7% | Added |
| Voloridge Investment Management, LLC | 438,635 | $3.66M | 0.02% | +438,635 | New |
| Cresset Asset Management, LLC | 455,389 | $3.80M | 0.03% | +438,520+2,599.6% | Added |
| Holocene Advisors, LP | 467,705 | $3.90M | 0.02% | +389,580+498.7% | Added |
| Creative Planning | 492,135 | $4.10M | 0.01% | +8,890+1.8% | Added |
| Philadelphia Trust Co | 492,830 | $4.11M | 0.39% | −7,455−1.5% | Reduced |
| Mark Asset Management LP | 501,800 | $4.19M | 0.73% | −28,601−5.4% | Reduced |
| State of New Jersey Common Pension Fund D | 531,850 | $4.44M | 0.01% | +147,417+38.3% | Added |
| Cerity Partners LLC | 538,155 | $4.49M | 0.02% | −6,152−1.1% | Reduced |
| Moors & Cabot, Inc. | 550,959 | $4.59M | 0.31% | −32,000−5.5% | Reduced |
| State Board of Administration of Florida Retirement System | 576,827 | $4.81M | 0.01% | +80,497+16.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 580,477 | $4.84M | 0.01% | −59,611−9.3% | Reduced |
| 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 |
| GTS Securities LLC | 623,969 | $5.20M | 0.16% | +623,969 | New |
| Advisor Group Holdings, Inc. | 627,205 | $5.24M | 0.01% | −79,037−11.2% | Reduced |
| First Trust Advisors LP | 654,829 | $5.46M | 0.01% | +552,757+541.5% | Added |
| Brighton Jones LLC | 674,900 | $5.63M | 0.28% | +2420.0% | Added |
| MML Investors Services, LLC | 695,581 | $5.80M | 0.03% | +126,927+22.3% | Added |
| Capital Fund Management S.A. | 704,112 | $5.87M | 0.09% | +531,310+307.5% | Added |
| Tudor Investment Corp Et Al | 708,677 | $5.91M | 0.10% | +708,677 | New |
| UBS Asset Management Americas Inc | 984,318 | $5.97M | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 734,014 | $6.12M | 0.00% | +101,604+16.1% | Added |
| Mariner, LLC | 749,373 | $6.25M | 0.02% | +137,437+22.5% | Added |
| Par Capital Management Inc | 750,000 | $6.25M | 0.22% | 00.0% | Unchanged |
| Legal & General Group Plc | 759,850 | $6.34M | 0.00% | +104,586+16.0% | Added |
| CAPROCK Group, Inc. | 788,221 | $6.57M | 0.48% | −171,855−17.9% | Reduced |
| IFP Advisors, Inc | 305,432 | $6.92M | 0.35% | +293,070+2,370.7% | Added |
| Hartline Investment Corp | 837,641 | $6.99M | 1.19% | +410,522+96.1% | Added |
| LPL Financial LLC | 861,642 | $7.19M | 0.01% | +61,086+7.6% | Added |
| UBS Group AG | 886,795 | $7.40M | 0.00% | −66,584−7.0% | Reduced |
| Parkside Investments, LLC | 912,125 | $7.61M | 1.42% | −1,157,975−55.9% | Reduced |
| New York State Common Retirement Fund | 923,066 | $7.70M | 0.01% | +111,266+13.7% | Added |
| Commonwealth Equity Services, LLC | 952,466 | $7.94M | 0.02% | +23,338+2.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 999,000 | $8.33M | 0.04% | +999,000 | New |
| Two Sigma Securities, LLC | 1,002,559 | $8.36M | 0.68% | +781,029+352.6% | Added |
| Rhumbline Advisers | 1,040,619 | $8.68M | 0.01% | +208,238+25.0% | Added |
| California State Teachers Retirement System | 1,052,562 | $8.78M | 0.01% | +188,408+21.8% | Added |
| Price T Rowe Associates Inc | 1,084,252 | $9.04M | 0.00% | +30,584+2.9% | Added |
| Mizuho Markets Americas LLC | 1,141,998 | $9.52M | 0.70% | −134,800−10.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,166,414 | $9.73M | 0.02% | −103,890−8.2% | Reduced |
| Group One Trading, L.P. | 1,266,708 | $10.6M | 0.45% | +141,650+12.6% | Added |
| California Public Employees Retirement System | 1,323,988 | $11.0M | 0.01% | +75,936+6.1% | Added |
| Cubist Systematic Strategies, LLC | 1,377,901 | $11.5M | 0.13% | +1,316,487+2,143.6% | Added |
| Azora Capital LP | 1,432,124 | $11.9M | 2.43% | +1,432,124 | New |
| Wells Fargo & Company | 1,465,392 | $12.2M | 0.00% | +117,761+8.7% | Added |
| Longitude (Cayman) Ltd. | 1,578,000 | $13.2M | 20.14% | +63,000+4.2% | Added |
| Royal Bank of Canada | 1,691,634 | $14.1M | 0.00% | +28,485+1.7% | Added |
| Ensign Peak Advisors, Inc | 1,739,424 | $14.5M | 0.03% | +5400.0% | Added |
| Swiss National Bank | 1,842,600 | $15.4M | 0.01% | +540,700+41.5% | Added |
| Susquehanna International Group, LLP | 1,973,606 | $16.5M | 0.03% | −6,412,511−76.5% | Reduced |
| National Bank of Canada | 2,121,843 | $18.1M | 0.04% | +2,100,105+9,661.0% | Added |
| Citigroup Inc | 2,176,404 | $18.2M | 0.02% | +485,745+28.7% | Added |
| Nuveen Asset Management, LLC | 2,390,313 | $19.9M | 0.01% | −761,519−24.2% | Reduced |
| Credit Suisse AG | 2,709,386 | $22.6M | 0.02% | +529,565+24.3% | Added |
| Bank of New York Mellon Corp | 2,767,303 | $23.1M | 0.00% | +224,401+8.8% | Added |
| Quadrature Capital Ltd | 2,832,049 | $23.6M | 0.52% | +2,657,377+1,521.4% | Added |
| Marshall Wace, LLP | 3,020,986 | $25.2M | 0.05% | +3,020,986 | New |
| Jane Street Group, LLC | 3,023,475 | $25.2M | 0.03% | +1,887,011+166.0% | Added |
| Northern Trust Corp | 3,787,451 | $31.6M | 0.01% | +317,073+9.1% | Added |