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 |
|---|---|---|---|---|---|
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $34.2M | 28.75% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 4,435,864 | $37.0M | 2.06% | +3,966,164+844.4% | Added |
| Charles Schwab Investment Management Inc | 4,605,774 | $38.4M | 0.01% | +83,140+1.8% | Added |
| Bank of America Corp | 4,946,100 | $41.3M | 0.00% | +2,589,153+109.9% | Added |
| Goldman Sachs Group Inc | 4,999,616 | $41.7M | 0.01% | +4,425,912+771.5% | Added |
| Gpi Capital, L.P. | 5,570,941 | $46.5M | 8.90% | −1,700,000−23.4% | Reduced |
| JPMorgan Chase & Co | 5,819,037 | $48.5M | 0.01% | +1,985,636+51.8% | Added |
| Norges Bank | 6,626,928 | $55.3M | 0.01% | −2,064,271−23.8% | Reduced |
| Two Sigma Investments, LP | 9,578,500 | $79.9M | 0.21% | +4,606,325+92.6% | Added |
| Morgan Stanley | 12,085,836 | $100.8M | 0.01% | +5,604,063+86.5% | Added |
| Geode Capital Management, LLC | 12,877,675 | $107.4M | 0.01% | +826,000+6.9% | Added |
| Two Sigma Advisers, LP | 13,487,400 | $112.5M | 0.29% | +13,487,400 | New |
| State Street Corp | 13,680,519 | $114.1M | 0.01% | +1,567,782+12.9% | Added |
| D. E. Shaw & Co., Inc. | 15,537,505 | $129.6M | 0.20% | +11,593,400+293.9% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $259.8M | 1.75% | 00.0% | Unchanged |
| BlackRock Inc. | 38,122,793 | $317.9M | 0.01% | +2,302,565+6.4% | Added |
| Vanguard Group Inc | 73,834,956 | $615.8M | 0.01% | +4,266,798+6.1% | Added |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Miller Value Partners, LLC | 0 | $0 | 0.00% | −4,711,202−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −1,641,624−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −1,561,955−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −1,276,798−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,200,100−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −660,491−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −641,230−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −415,900−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −439,013−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −377,636−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −287,511−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −200,010−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −171,550−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −155,728−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −123,610−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −107,888−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −100,088−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −76,390−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −73,820−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −60,740−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −56,013−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cim Investment Mangement Inc | 0 | $0 | 0.00% | −45,087−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −44,310−100.0% | Sold out |
| Vigilare Wealth Management | 0 | $0 | 0.00% | −39,105−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −38,945−100.0% | Sold out |
| Woodmont Investment Counsel LLC | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Meridian Management Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −27,300−100.0% | Sold out |
| Garde Capital, Inc. | 0 | $0 | 0.00% | −24,542−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −23,485−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −21,457−100.0% | Sold out |
| Arrowroot Family Office, LLC | 0 | $0 | 0.00% | −21,234−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −20,400−100.0% | Sold out |
| Silicon Hills Wealth Management, LLC | 0 | $0 | 0.00% | −19,792−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −15,505−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,145−100.0% | Sold out |
| Atomi Financial Group, Inc. | 0 | $0 | 0.00% | −13,790−100.0% | Sold out |
| Lauer Wealth, LLC | 0 | $0 | 0.00% | −26,598−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −12,594−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −12,044−100.0% | Sold out |
| Northside Capital Management, LLC | 0 | $0 | 0.00% | −11,493−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −11,294−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −10,780−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −10,304−100.0% | Sold out |
| Cora Capital Advisors LLC | 0 | $0 | 0.00% | −10,292−100.0% | Sold out |
| Patron Partners Advisors, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| CNB Bank | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,155−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −5,826−100.0% | Sold out |
| Dudley Capital Management, LLC | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −2,861−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| PFG Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −1,220−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −859−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −634−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −605−100.0% | Sold out |
| Peoples Financial Services Corp. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Performa Ltd (US), LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Glen Eagle Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −5−100.0% | Sold out |