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, Q3 2023
Institutional positions in SoFi Technologies, Inc. as of Sep 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
- 514
- +5 vs. Q2 2023
- Shares held
- 355.8M
- −3.03M (−0.8%) vs. Q2 2023
- Total value
- $2.84B
- −$152.6M (−5.1%) vs. Q2 2023
- New holders
- 74
- 189 more added
- Sold out
- 69
- 146 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 76,402,753 | $610.5M | 0.01% | +2,567,797+3.5% | Added |
| BlackRock Inc. | 40,771,997 | $325.8M | 0.01% | +2,649,204+6.9% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $248.9M | 1.70% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 15,163,244 | $121.2M | 0.34% | +5,584,744+58.3% | Added |
| State Street Corp | 14,970,515 | $119.6M | 0.01% | +1,289,996+9.4% | Added |
| Geode Capital Management, LLC | 14,264,817 | $114.0M | 0.01% | +1,387,142+10.8% | Added |
| Two Sigma Advisers, LP | 14,170,900 | $113.2M | 0.29% | +683,500+5.1% | Added |
| Norges Bank | 8,867,684 | $70.9M | 0.01% | +2,240,756+33.8% | Added |
| Morgan Stanley | 8,814,745 | $70.4M | 0.01% | −3,271,091−27.1% | Reduced |
| Goldman Sachs Group Inc | 7,050,104 | $56.3M | 0.01% | +2,050,488+41.0% | Added |
| Charles Schwab Investment Management Inc | 5,293,461 | $42.3M | 0.01% | +687,687+14.9% | Added |
| Susquehanna International Group, LLP | 4,725,714 | $37.8M | 0.06% | +2,752,108+139.4% | Added |
| Northern Trust Corp | 4,371,786 | $34.9M | 0.01% | +584,335+15.4% | Added |
| Bank of America Corp | 4,136,333 | $33.0M | 0.00% | −809,767−16.4% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $32.8M | 30.31% | 00.0% | Unchanged |
| Gpi Capital, L.P. | 4,049,760 | $32.4M | 6.63% | −1,521,181−27.3% | Reduced |
| Patient Capital Management, LLC | 3,728,538 | $29.8M | 1.75% | −707,326−15.9% | Reduced |
| JPMorgan Chase & Co | 3,680,557 | $29.4M | 0.00% | −2,138,480−36.7% | Reduced |
| Bank of New York Mellon Corp | 2,862,794 | $22.9M | 0.01% | +95,491+3.5% | Added |
| Credit Suisse AG | 2,677,652 | $21.4M | 0.02% | −31,734−1.2% | Reduced |
| Azora Capital LP | 2,522,769 | $20.2M | 2.22% | +1,090,645+76.2% | Added |
| Nuveen Asset Management, LLC | 2,398,340 | $19.2M | 0.01% | +8,027+0.3% | Added |
| Wells Fargo & Company | 2,360,391 | $18.9M | 0.01% | +894,999+61.1% | Added |
| D. E. Shaw & Co., Inc. | 2,339,950 | $18.7M | 0.03% | −13,197,555−84.9% | Reduced |
| FMR LLC | 2,317,905 | $18.5M | 0.00% | +2,301,624+14,136.9% | Added |
| Royal Bank of Canada | 1,986,111 | $15.9M | 0.00% | +294,477+17.4% | Added |
| Swiss National Bank | 1,969,100 | $15.7M | 0.01% | +126,500+6.9% | Added |
| Amundi | 1,827,251 | $14.8M | 0.01% | +1,809,759+10,346.2% | Added |
| Longitude (Cayman) Ltd. | 1,515,000 | $12.1M | 21.94% | −63,000−4.0% | Reduced |
| California Public Employees Retirement System | 1,340,963 | $10.7M | 0.01% | +16,975+1.3% | Added |
| UBS Asset Management Americas Inc | 1,323,209 | $10.6M | 0.00% | +338,891+34.4% | Added |
| Jane Street Group, LLC | 1,267,835 | $10.1M | 0.02% | −1,755,640−58.1% | Reduced |
| Group One Trading, L.P. | 1,221,500 | $9.76M | 0.39% | −45,208−3.6% | Reduced |
| Citigroup Inc | 1,214,967 | $9.71M | 0.01% | −961,437−44.2% | Reduced |
| Nomura Holdings Inc | 1,202,021 | $9.60M | 0.10% | +1,172,773+4,009.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,145,386 | $9.15M | 0.02% | −21,028−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,141,495 | $9.12M | 0.01% | +555,985+95.0% | Added |
| Nikko Asset Management Americas, Inc. | 1,141,495 | $9.12M | 0.11% | +555,985+95.0% | Added |
| Commonwealth Equity Services, LLC | 1,075,755 | $8.60M | 0.02% | +123,289+12.9% | Added |
| Rhumbline Advisers | 1,019,787 | $8.15M | 0.01% | −20,832−2.0% | Reduced |
| California State Teachers Retirement System | 996,375 | $7.96M | 0.01% | −56,187−5.3% | Reduced |
| LPL Financial LLC | 904,061 | $7.22M | 0.01% | +42,419+4.9% | Added |
| Parkside Investments, LLC | 882,080 | $7.05M | 1.29% | −30,045−3.3% | Reduced |
| Trexquant Investment LP | 874,157 | $6.98M | 0.18% | +590,382+208.0% | Added |
| Hartline Investment Corp | 865,756 | $6.92M | 1.24% | +28,115+3.4% | Added |
| CAPROCK Group, Inc. | 859,122 | $6.86M | 0.52% | +70,901+9.0% | Added |
| Marshall Wace, LLP | 846,652 | $6.76M | 0.01% | −2,174,334−72.0% | Reduced |
| Legal & General Group Plc | 822,359 | $6.57M | 0.00% | +62,509+8.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 810,617 | $6.48M | 0.05% | +528,847+187.7% | Added |
| Invesco Ltd. | 808,635 | $6.46M | 0.00% | +74,621+10.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 767,544 | $6.13M | 0.03% | +767,544 | New |
| First Trust Advisors LP | 765,303 | $6.11M | 0.01% | +110,474+16.9% | Added |
| New York State Common Retirement Fund | 764,759 | $6.11M | 0.01% | −158,307−17.2% | Reduced |
| Par Capital Management Inc | 750,000 | $5.99M | 0.22% | 00.0% | Unchanged |
| Millennium Management LLC | 726,667 | $5.81M | 0.01% | +495,707+214.6% | Added |
| Principal Financial Group Inc | 725,639 | $5.80M | 0.00% | +657,312+962.0% | Added |
| MML Investors Services, LLC | 716,142 | $5.72M | 0.03% | +20,561+3.0% | Added |
| Advisor Group Holdings, Inc. | 711,140 | $5.68M | 0.01% | +83,935+13.4% | Added |
| Brighton Jones LLC | 694,631 | $5.55M | 0.28% | +19,731+2.9% | Added |
| Mariner, LLC | 690,022 | $5.51M | 0.01% | −59,351−7.9% | Reduced |
| Moors & Cabot, Inc. | 644,700 | $5.15M | 0.35% | +93,741+17.0% | Added |
| J. Goldman & Co LP | 644,386 | $5.15M | 0.26% | +644,386 | New |
| Citadel Advisors LLC | 621,591 | $4.97M | 0.01% | +621,591 | New |
| Rockefeller Capital Management L.P. | 619,690 | $4.95M | 0.02% | +573,127+1,230.9% | Added |
| State Board of Administration of Florida Retirement System | 578,207 | $4.62M | 0.01% | +1,380+0.2% | Added |
| Mizuho Markets Americas LLC | 563,698 | $4.50M | 0.17% | −578,300−50.6% | Reduced |
| UBS Group AG | 556,179 | $4.44M | 0.00% | −330,616−37.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 531,877 | $4.25M | 0.01% | −48,600−8.4% | Reduced |
| State of New Jersey Common Pension Fund D | 531,850 | $4.25M | 0.02% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 518,372 | $4.14M | 2.39% | +518,372 | New |
| B & T Capital Management DBA Alpha Capital Management | 505,282 | $4.04M | 0.95% | +298,915+144.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 495,839 | $3.96M | 0.02% | +250,854+102.4% | Added |
| Cubist Systematic Strategies, LLC | 495,362 | $3.96M | 0.05% | −882,539−64.0% | Reduced |
| Two Sigma Securities, LLC | 482,890 | $3.86M | 0.18% | −519,669−51.8% | Reduced |
| Acorn Financial Advisory Services Inc | 481,968 | $3.85M | 0.69% | +49,550+11.5% | Added |
| Creative Planning | 480,996 | $3.84M | 0.01% | −11,139−2.3% | Reduced |
| Price T Rowe Associates Inc | 478,388 | $3.82M | 0.00% | −605,864−55.9% | Reduced |
| Qube Research & Technologies Ltd | 461,543 | $3.69M | 0.01% | +461,543 | New |
| Bayesian Capital Management, LP | 460,700 | $3.68M | 0.42% | +270,300+142.0% | Added |
| Cresset Asset Management, LLC | 457,406 | $3.65M | 0.03% | +2,017+0.4% | Added |
| Federation des caisses Desjardins du Quebec | 434,476 | $3.47M | 0.04% | +64,828+17.5% | Added |
| Macquarie Group Ltd | 427,463 | $3.42M | 0.00% | +427,463 | New |
| GTS Securities LLC | 423,732 | $3.39M | 0.07% | −200,237−32.1% | Reduced |
| Bank of Montreal | 366,308 | $3.32M | 0.00% | +73,762+25.2% | Added |
| Treasurer of the State of North Carolina | 402,879 | $3.22M | 0.02% | +2,040+0.5% | Added |
| Janus Henderson Group PLC | 402,555 | $3.22M | 0.00% | +321+0.1% | Added |
| Anderson Hoagland & Co | 401,001 | $3.20M | 0.43% | 00.0% | Unchanged |
| Baltimore-Washington Financial Advisors, Inc. | 390,098 | $3.12M | 0.25% | +59,412+18.0% | Added |
| EP Wealth Advisors, LLC | 375,514 | $3.00M | 0.05% | +152,309+68.2% | Added |
| Public Employees Retirement System of Ohio | 373,671 | $2.99M | 0.01% | −41,396−10.0% | Reduced |
| Occudo Quantitative Strategies LP | 371,339 | $2.97M | 0.38% | +214,944+137.4% | Added |
| Alliancebernstein L.P. | 369,253 | $2.95M | 0.00% | −5,555−1.5% | Reduced |
| TownSquare Capital, LLC | 364,562 | $2.91M | 0.05% | +138,113+61.0% | Added |
| Mark Asset Management LP | 349,947 | $2.80M | 0.53% | −151,853−30.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 345,384 | $2.76M | 0.10% | +345,384 | New |
| Once Capital Management, LLC | 324,800 | $2.60M | 2.47% | +115,600+55.3% | Added |
| GWM Advisors LLC | 324,395 | $2.59M | 0.03% | −4,129−1.3% | Reduced |
| Atria Wealth Solutions, Inc. | 306,274 | $2.45M | 0.03% | +40,298+15.2% | Added |
| Barclays PLC | 286,512 | $2.29M | 0.00% | −85,741−23.0% | Reduced |
| AlphaStar Capital Management, LLC | 270,630 | $2.16M | 0.27% | −149,816−35.6% | Reduced |