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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 278,029 | $2.32M | 0.67% | +251+0.1% | Added |
| Jupiter Asset Management Ltd | 267,723 | $2.23M | 0.02% | +267,723 | New |
| Atria Wealth Solutions, Inc. | 265,976 | $2.22M | 0.03% | −41,802−13.6% | Reduced |
| Must Asset Management Inc. | 254,306 | $2.22M | 6.11% | +25,988+11.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 244,985 | $2.04M | 0.01% | +19,377+8.6% | Added |
| Belmont Capital, LLC | 242,350 | $2.02M | 1.14% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 241,700 | $2.02M | 0.01% | +137,200+131.3% | Added |
| Retireful, LLC | 239,963 | $2.00M | 0.76% | +239,963 | New |
| HighTower Advisors, LLC | 237,795 | $1.98M | 0.00% | +23,454+10.9% | Added |
| Arizona State Retirement System | 237,710 | $1.98M | 0.02% | +62,942+36.0% | Added |
| Jump Financial, LLC | 231,841 | $1.93M | 0.07% | +208,780+905.3% | Added |
| Millennium Management LLC | 230,960 | $1.93M | 0.00% | −5,547,985−96.0% | Reduced |
| Summit Trail Advisors, LLC | 226,670 | $1.89M | 0.07% | +38,633+20.5% | Added |
| TownSquare Capital, LLC | 226,449 | $1.89M | 0.03% | +80,420+55.1% | Added |
| Vontobel Holding Ltd. | 217,460 | $1.81M | 0.02% | −64,639−22.9% | Reduced |
| Van Eck Associates Corp | 216,795 | $1.81M | 0.00% | +216,795 | New |
| Once Capital Management, LLC | 209,200 | $1.74M | 1.63% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.68M | 0.15% | −60,336−23.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 201,096 | $1.68M | 0.04% | +127,521+173.3% | Added |
| American Century Companies Inc | 195,328 | $1.63M | 0.00% | −1,554−0.8% | Reduced |
| Oppenheimer & Co Inc | 190,825 | $1.59M | 0.03% | +296+0.2% | Added |
| Bayesian Capital Management, LP | 190,400 | $1.59M | 0.17% | −482,700−71.7% | Reduced |
| Venture Visionary Partners LLC | 190,309 | $1.59M | 0.09% | −15,505−7.5% | Reduced |
| Joel Isaacson & Co., LLC | 183,789 | $1.53M | 0.10% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 181,838 | $1.52M | 0.03% | +1,529+0.8% | Added |
| Wolverine Trading, LLC | 174,090 | $1.52M | 0.02% | −10,793−5.8% | Reduced |
| Spire Wealth Management | 180,432 | $1.50M | 0.06% | +23,300+14.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 180,255 | $1.50M | 0.16% | −47,585−20.9% | Reduced |
| Truist Financial Corp | 176,714 | $1.47M | 0.00% | −5,016−2.8% | Reduced |
| Walleye Trading LLC | 174,447 | $1.45M | 0.08% | −75,464−30.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 168,899 | $1.41M | 0.02% | +139,665+477.7% | Added |
| DFPG Investments, LLC | 135,251 | $1.33M | 0.12% | +90,000+198.9% | Added |
| Envestnet Asset Management Inc | 158,047 | $1.32M | 0.00% | +97,340+160.3% | Added |
| AQR Capital Management LLC | 157,663 | $1.31M | 0.00% | +123,245+358.1% | Added |
| Utah Retirement Systems | 157,300 | $1.31M | 0.02% | +13,500+9.4% | Added |
| Occudo Quantitative Strategies LP | 156,395 | $1.30M | 0.14% | +156,395 | New |
| Triumph Capital Management | 152,332 | $1.27M | 0.58% | −9,502−5.9% | Reduced |
| Readystate Asset Management LP | 148,600 | $1.24M | 0.12% | +148,600 | New |
| Tilt Investment Management Holdings, PBC | 147,552 | $1.23M | 0.81% | 00.0% | Unchanged |
| EAM Investors, LLC | 143,520 | $1.20M | 0.22% | +143,520 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 136,950 | $1.14M | 0.01% | +39,730+40.9% | Added |
| National Asset Management, Inc. | 136,665 | $1.14M | 0.03% | −13,439−9.0% | Reduced |
| Stifel Financial Corp | 131,925 | $1.10M | 0.00% | −79,263−37.5% | Reduced |
| Advisory Research Inc | 131,319 | $1.10M | 0.14% | +79,466+153.3% | Added |
| Amalgamated Bank | 130,226 | $1.09M | 0.01% | +1,124+0.9% | Added |
| Skaana Management L.P. | 129,800 | $1.08M | 0.32% | +129,800 | New |
| Voya Investment Management LLC | 128,534 | $1.07M | 0.00% | −8,058−5.9% | Reduced |
| Cetera Investment Advisers | 128,237 | $1.07M | 0.01% | −6,687−5.0% | Reduced |
| IMC-Chicago, LLC | 125,761 | $1.05M | 0.03% | +91,340+265.4% | Added |
| Alliance Wealth Advisors, LLC | 121,825 | $1.02M | 0.38% | 00.0% | Unchanged |
| Colony Group LLC | 120,353 | $1.00M | 0.01% | −13,834−10.3% | Reduced |
| Cetera Advisors LLC | 120,250 | $1.00M | 0.02% | −119,425−49.8% | Reduced |
| Wolff Wiese Magana LLC | 115,346 | $962.0K | 0.74% | +2,157+1.9% | Added |
| Marex Group plc | 114,328 | $953.5K | 0.17% | −12,132−9.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 206,367 | $951.4K | 0.24% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 113,884 | $949.8K | 0.71% | +27,670+32.1% | Added |
| Handelsbanken Fonder AB | 113,400 | $946.0K | 0.01% | +81,000+250.0% | Added |
| Pathstone Family Office, LLC | 115,815 | $924.8K | 0.01% | +2,892+2.6% | Added |
| North Fourth Asset Management, LP | 110,000 | $917.4K | 0.78% | +110,000 | New |
| Capital Markets Trading UK LLP | 109,500 | $912.0K | 0.67% | +56,658+107.2% | Added |
| Alpha Square Group S, LLC | 107,674 | $898.0K | 0.81% | −20,000−15.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 107,000 | $892.4K | 0.00% | −2,678−2.4% | Reduced |
| Private Advisor Group, LLC | 106,708 | $889.9K | 0.01% | −26,423−19.8% | Reduced |
| Pegasus Asset Management, Inc. | 105,079 | $876.4K | 0.39% | +521+0.5% | Added |
| Kovack Advisors, Inc. | 97,127 | $810.0K | 0.10% | +1,863+2.0% | Added |
| Pictet Asset Management SA | 94,904 | $791.5K | 0.00% | +19,816+26.4% | Added |
| Well Done, LLC | 94,161 | $785.3K | 0.17% | 00.0% | Unchanged |
| Matisse Capital | 93,664 | $781.2K | 0.48% | +70+0.1% | Added |
| Prospera Financial Services Inc | 93,121 | $776.6K | 0.03% | −8,312−8.2% | Reduced |
| Verition Fund Management LLC | 93,098 | $776.4K | 0.01% | +44,798+92.7% | Added |
| AE Wealth Management LLC | 91,871 | $766.2K | 0.00% | +41,536+82.5% | Added |
| Kennedy Investment Group | 90,400 | $753.9K | 0.44% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 88,966 | $742.0K | 0.00% | +88,966 | New |
| Kingsview Wealth Management, LLC | 88,821 | $740.8K | 0.03% | +8,203+10.2% | Added |
| Teacher Retirement System of Texas | 87,867 | $733.0K | 0.00% | +20,782+31.0% | Added |
| Victory Capital Management Inc | 83,311 | $694.8K | 0.00% | −1,948−2.3% | Reduced |
| Capital Advisors Wealth Management, LLC | 81,608 | $680.6K | 0.17% | +6,285+8.3% | Added |
| Tower Research Capital LLC (TRC) | 80,032 | $667.5K | 0.02% | +71,270+813.4% | Added |
| Miracle Mile Advisors, LLC | 78,370 | $653.6K | 0.02% | +200.0% | Added |
| Norris Financial Group, LLC | 77,174 | $643.6K | 0.45% | +77,174 | New |
| Perennial Investment Advisors, LLC | 77,070 | $642.8K | 0.11% | −11,260−12.7% | Reduced |
| Public Employees Retirement Association of Colorado | 76,520 | $638.0K | 0.00% | 00.0% | Unchanged |
| HAP Trading, LLC | 75,361 | $628.5K | 0.18% | −249,083−76.8% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $624.7K | 0.17% | 00.0% | Unchanged |
| Caption Management, LLC | 73,407 | $612.2K | 0.11% | −108,080−59.6% | Reduced |
| Pearl River Capital, LLC | 72,563 | $605.2K | 0.10% | +72,563 | New |
| Maryland State Retirement & Pension System | 72,493 | $604.6K | 0.01% | +11,307+18.5% | Added |
| D.A. Davidson & Co. | 70,562 | $588.5K | 0.01% | +8,388+13.5% | Added |
| SEI Investments Co | 69,609 | $580.5K | 0.00% | +47,154+210.0% | Added |
| CIBC Private Wealth Group, LLC | 69,137 | $576.6K | 0.00% | −6,719−8.9% | Reduced |
| Principal Financial Group Inc | 68,327 | $569.8K | 0.00% | −11,751−14.7% | Reduced |
| Avantax Advisory Services, Inc. | 67,144 | $560.0K | 0.01% | +23,247+53.0% | Added |
| State of Wisconsin Investment Board | 66,915 | $558.1K | 0.00% | −9,066−11.9% | Reduced |
| Solidarilty Wealth, LLC | 66,467 | $554.3K | 0.23% | −5,170−7.2% | Reduced |
| Equitable Holdings, Inc. | 65,186 | $543.7K | 0.01% | +33,123+103.3% | Added |
| Kestra Advisory Services, LLC | 63,028 | $525.7K | 0.01% | +9,445+17.6% | Added |
| Consolidated Investment Group LLC | 63,000 | $525.0K | 0.09% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 62,207 | $518.8K | 0.13% | −53,387−46.2% | Reduced |
| Advisory Services Network, LLC | 61,801 | $515.4K | 0.01% | −150,956−71.0% | Reduced |
| San Luis Wealth Advisors LLC | 60,696 | $506.0K | 0.18% | −110.0% | Reduced |