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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 215,706 | $1.72M | 0.00% | +20,378+10.4% | Added |
| Ensign Peak Advisors, Inc | 219,270 | $1.75M | 0.00% | −1,520,154−87.4% | Reduced |
| AXA S.A. | 220,000 | $1.76M | 0.01% | −81,000−26.9% | Reduced |
| Summit Trail Advisors, LLC | 226,945 | $1.81M | 0.07% | +275+0.1% | Added |
| Must Asset Management Inc. | 254,306 | $1.88M | 4.60% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 236,770 | $1.89M | 0.01% | +169,855+253.8% | Added |
| HighTower Advisors, LLC | 239,510 | $1.92M | 0.00% | +1,715+0.7% | Added |
| Nisa Investment Advisors, LLC | 241,700 | $1.93M | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 242,350 | $1.94M | 1.05% | 00.0% | Unchanged |
| DFPG Investments, LLC | 297,003 | $2.03M | 0.19% | +161,752+119.6% | Added |
| Arizona State Retirement System | 255,082 | $2.04M | 0.02% | +17,372+7.3% | Added |
| Newbridge Financial Services Group, Inc. | 259,983 | $2.08M | 1.04% | −104,279−28.6% | Reduced |
| Old Second National Bank of Aurora | 262,760 | $2.10M | 0.64% | −15,269−5.5% | Reduced |
| Raymond James & Associates | 267,305 | $2.14M | 0.00% | −83,152−23.7% | Reduced |
| AlphaStar Capital Management, LLC | 270,630 | $2.16M | 0.27% | −149,816−35.6% | Reduced |
| Barclays PLC | 286,512 | $2.29M | 0.00% | −85,741−23.0% | Reduced |
| Atria Wealth Solutions, Inc. | 306,274 | $2.45M | 0.03% | +40,298+15.2% | Added |
| GWM Advisors LLC | 324,395 | $2.59M | 0.03% | −4,129−1.3% | Reduced |
| Once Capital Management, LLC | 324,800 | $2.60M | 2.47% | +115,600+55.3% | Added |
| Parallax Volatility Advisers, L.P. | 345,384 | $2.76M | 0.10% | +345,384 | New |
| Mark Asset Management LP | 349,947 | $2.80M | 0.53% | −151,853−30.3% | Reduced |
| TownSquare Capital, LLC | 364,562 | $2.91M | 0.05% | +138,113+61.0% | Added |
| Alliancebernstein L.P. | 369,253 | $2.95M | 0.00% | −5,555−1.5% | Reduced |
| Occudo Quantitative Strategies LP | 371,339 | $2.97M | 0.38% | +214,944+137.4% | Added |
| Public Employees Retirement System of Ohio | 373,671 | $2.99M | 0.01% | −41,396−10.0% | Reduced |
| EP Wealth Advisors, LLC | 375,514 | $3.00M | 0.05% | +152,309+68.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 390,098 | $3.12M | 0.25% | +59,412+18.0% | Added |
| Anderson Hoagland & Co | 401,001 | $3.20M | 0.43% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 402,555 | $3.22M | 0.00% | +321+0.1% | Added |
| Treasurer of the State of North Carolina | 402,879 | $3.22M | 0.02% | +2,040+0.5% | Added |
| Bank of Montreal | 366,308 | $3.32M | 0.00% | +73,762+25.2% | Added |
| GTS Securities LLC | 423,732 | $3.39M | 0.07% | −200,237−32.1% | Reduced |
| Macquarie Group Ltd | 427,463 | $3.42M | 0.00% | +427,463 | New |
| Federation des caisses Desjardins du Quebec | 434,476 | $3.47M | 0.04% | +64,828+17.5% | Added |
| Cresset Asset Management, LLC | 457,406 | $3.65M | 0.03% | +2,017+0.4% | Added |
| Bayesian Capital Management, LP | 460,700 | $3.68M | 0.42% | +270,300+142.0% | Added |
| Qube Research & Technologies Ltd | 461,543 | $3.69M | 0.01% | +461,543 | New |
| Price T Rowe Associates Inc | 478,388 | $3.82M | 0.00% | −605,864−55.9% | Reduced |
| Creative Planning | 480,996 | $3.84M | 0.01% | −11,139−2.3% | Reduced |
| Acorn Financial Advisory Services Inc | 481,968 | $3.85M | 0.69% | +49,550+11.5% | Added |
| Two Sigma Securities, LLC | 482,890 | $3.86M | 0.18% | −519,669−51.8% | Reduced |
| Cubist Systematic Strategies, LLC | 495,362 | $3.96M | 0.05% | −882,539−64.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 495,839 | $3.96M | 0.02% | +250,854+102.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 505,282 | $4.04M | 0.95% | +298,915+144.8% | Added |
| Jessup Wealth Management, Inc | 518,372 | $4.14M | 2.39% | +518,372 | New |
| State of New Jersey Common Pension Fund D | 531,850 | $4.25M | 0.02% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 531,877 | $4.25M | 0.01% | −48,600−8.4% | Reduced |
| UBS Group AG | 556,179 | $4.44M | 0.00% | −330,616−37.3% | Reduced |
| Mizuho Markets Americas LLC | 563,698 | $4.50M | 0.17% | −578,300−50.6% | Reduced |
| State Board of Administration of Florida Retirement System | 578,207 | $4.62M | 0.01% | +1,380+0.2% | Added |
| Rockefeller Capital Management L.P. | 619,690 | $4.95M | 0.02% | +573,127+1,230.9% | Added |
| Citadel Advisors LLC | 621,591 | $4.97M | 0.01% | +621,591 | New |
| J. Goldman & Co LP | 644,386 | $5.15M | 0.26% | +644,386 | New |
| Moors & Cabot, Inc. | 644,700 | $5.15M | 0.35% | +93,741+17.0% | Added |
| Mariner, LLC | 690,022 | $5.51M | 0.01% | −59,351−7.9% | Reduced |
| Brighton Jones LLC | 694,631 | $5.55M | 0.28% | +19,731+2.9% | Added |
| Advisor Group Holdings, Inc. | 711,140 | $5.68M | 0.01% | +83,935+13.4% | Added |
| MML Investors Services, LLC | 716,142 | $5.72M | 0.03% | +20,561+3.0% | Added |
| Principal Financial Group Inc | 725,639 | $5.80M | 0.00% | +657,312+962.0% | Added |
| Millennium Management LLC | 726,667 | $5.81M | 0.01% | +495,707+214.6% | Added |
| Par Capital Management Inc | 750,000 | $5.99M | 0.22% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 764,759 | $6.11M | 0.01% | −158,307−17.2% | Reduced |
| First Trust Advisors LP | 765,303 | $6.11M | 0.01% | +110,474+16.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 767,544 | $6.13M | 0.03% | +767,544 | New |
| Invesco Ltd. | 808,635 | $6.46M | 0.00% | +74,621+10.2% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 810,617 | $6.48M | 0.05% | +528,847+187.7% | Added |
| Legal & General Group Plc | 822,359 | $6.57M | 0.00% | +62,509+8.2% | Added |
| Marshall Wace, LLP | 846,652 | $6.76M | 0.01% | −2,174,334−72.0% | Reduced |
| CAPROCK Group, Inc. | 859,122 | $6.86M | 0.52% | +70,901+9.0% | Added |
| Hartline Investment Corp | 865,756 | $6.92M | 1.24% | +28,115+3.4% | Added |
| Trexquant Investment LP | 874,157 | $6.98M | 0.18% | +590,382+208.0% | Added |
| Parkside Investments, LLC | 882,080 | $7.05M | 1.29% | −30,045−3.3% | Reduced |
| LPL Financial LLC | 904,061 | $7.22M | 0.01% | +42,419+4.9% | Added |
| California State Teachers Retirement System | 996,375 | $7.96M | 0.01% | −56,187−5.3% | Reduced |
| Rhumbline Advisers | 1,019,787 | $8.15M | 0.01% | −20,832−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,075,755 | $8.60M | 0.02% | +123,289+12.9% | Added |
| 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 |
| Mirae Asset Global Investments Co., Ltd. | 1,145,386 | $9.15M | 0.02% | −21,028−1.8% | Reduced |
| Nomura Holdings Inc | 1,202,021 | $9.60M | 0.10% | +1,172,773+4,009.8% | Added |
| Citigroup Inc | 1,214,967 | $9.71M | 0.01% | −961,437−44.2% | Reduced |
| Group One Trading, L.P. | 1,221,500 | $9.76M | 0.39% | −45,208−3.6% | Reduced |
| Jane Street Group, LLC | 1,267,835 | $10.1M | 0.02% | −1,755,640−58.1% | Reduced |
| UBS Asset Management Americas Inc | 1,323,209 | $10.6M | 0.00% | +338,891+34.4% | Added |
| California Public Employees Retirement System | 1,340,963 | $10.7M | 0.01% | +16,975+1.3% | Added |
| Longitude (Cayman) Ltd. | 1,515,000 | $12.1M | 21.94% | −63,000−4.0% | Reduced |
| Amundi | 1,827,251 | $14.8M | 0.01% | +1,809,759+10,346.2% | Added |
| Swiss National Bank | 1,969,100 | $15.7M | 0.01% | +126,500+6.9% | Added |
| Royal Bank of Canada | 1,986,111 | $15.9M | 0.00% | +294,477+17.4% | Added |
| FMR LLC | 2,317,905 | $18.5M | 0.00% | +2,301,624+14,136.9% | Added |
| D. E. Shaw & Co., Inc. | 2,339,950 | $18.7M | 0.03% | −13,197,555−84.9% | Reduced |
| Wells Fargo & Company | 2,360,391 | $18.9M | 0.01% | +894,999+61.1% | Added |
| Nuveen Asset Management, LLC | 2,398,340 | $19.2M | 0.01% | +8,027+0.3% | Added |
| Azora Capital LP | 2,522,769 | $20.2M | 2.22% | +1,090,645+76.2% | Added |
| Credit Suisse AG | 2,677,652 | $21.4M | 0.02% | −31,734−1.2% | Reduced |
| Bank of New York Mellon Corp | 2,862,794 | $22.9M | 0.01% | +95,491+3.5% | Added |
| JPMorgan Chase & Co | 3,680,557 | $29.4M | 0.00% | −2,138,480−36.7% | Reduced |
| Patient Capital Management, LLC | 3,728,538 | $29.8M | 1.75% | −707,326−15.9% | Reduced |
| Gpi Capital, L.P. | 4,049,760 | $32.4M | 6.63% | −1,521,181−27.3% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $32.8M | 30.31% | 00.0% | Unchanged |