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 |
|---|---|---|---|---|---|
| Bank of America Corp | 4,136,333 | $33.0M | 0.00% | −809,767−16.4% | Reduced |
| Northern Trust Corp | 4,371,786 | $34.9M | 0.01% | +584,335+15.4% | Added |
| Susquehanna International Group, LLP | 4,725,714 | $37.8M | 0.06% | +2,752,108+139.4% | Added |
| Charles Schwab Investment Management Inc | 5,293,461 | $42.3M | 0.01% | +687,687+14.9% | Added |
| Goldman Sachs Group Inc | 7,050,104 | $56.3M | 0.01% | +2,050,488+41.0% | Added |
| Morgan Stanley | 8,814,745 | $70.4M | 0.01% | −3,271,091−27.1% | Reduced |
| Norges Bank | 8,867,684 | $70.9M | 0.01% | +2,240,756+33.8% | Added |
| Two Sigma Advisers, LP | 14,170,900 | $113.2M | 0.29% | +683,500+5.1% | Added |
| Geode Capital Management, LLC | 14,264,817 | $114.0M | 0.01% | +1,387,142+10.8% | Added |
| State Street Corp | 14,970,515 | $119.6M | 0.01% | +1,289,996+9.4% | Added |
| Two Sigma Investments, LP | 15,163,244 | $121.2M | 0.34% | +5,584,744+58.3% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $248.9M | 1.70% | 00.0% | Unchanged |
| BlackRock Inc. | 40,771,997 | $325.8M | 0.01% | +2,649,204+6.9% | Added |
| Vanguard Group Inc | 76,402,753 | $610.5M | 0.01% | +2,567,797+3.5% | Added |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,832,049−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −999,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −708,677−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −704,112−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −538,155−100.0% | Sold out |
| Philadelphia Trust Co | 0 | $0 | 0.00% | −492,830−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −467,705−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −438,635−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −393,510−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −396,949−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −239,963−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −231,841−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −201,096−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −183,789−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −174,090−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −180,255−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −157,663−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −148,600−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −143,520−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −107,674−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −88,966−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −51,090−100.0% | Sold out |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −37,279−100.0% | Sold out |
| NinePointTwo Capital | 0 | $0 | 0.00% | −35,214−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,906−100.0% | Sold out |
| Sweeney & Michel, LLC | 0 | $0 | 0.00% | −28,138−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −31,025−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −24,094−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −23,225−100.0% | Sold out |
| Keystone Financial Group | 0 | $0 | 0.00% | −23,120−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −21,587−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Hall Kathryn A. | 0 | $0 | 0.00% | −19,853−100.0% | Sold out |
| LJI Wealth Management, LLC | 0 | $0 | 0.00% | −15,780−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −15,477−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,407−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −15,375−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −13,947−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −13,789−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −13,622−100.0% | Sold out |
| McAlister, Sweet & Associates, Inc. | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −12,053−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −12,045−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −11,646−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −11,062−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −10,119−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −2,185−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −857−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| WealthPlan Investment Management, LLC | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Community Bank, N.A. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −127−100.0% | Sold out |
| Lowe Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| EA Series Trust | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Coastal Capital Group, Inc. | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |
| Piershale Financial Group, Inc. | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |