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, Q4 2023
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 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
- 572
- +66 vs. Q3 2023
- Shares held
- 376.5M
- +21.4M (+6.0%) vs. Q3 2023
- Total value
- $3.74B
- +$903.2M (+31.8%) vs. Q3 2023
- New holders
- 117
- 206 more added
- Sold out
- 51
- 151 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 81,459,986 | $810.5M | 0.02% | +5,057,233+6.6% | Added |
| BlackRock Inc. | 40,493,720 | $402.9M | 0.01% | −278,277−0.7% | Reduced |
| Silver Lake Group, L.L.C. | 31,154,165 | $310.0M | 3.50% | 00.0% | Unchanged |
| State Street Corp | 16,177,719 | $161.0M | 0.01% | +1,207,204+8.1% | Added |
| Geode Capital Management, LLC | 14,973,043 | $149.0M | 0.02% | +708,226+5.0% | Added |
| Two Sigma Investments, LP | 14,620,381 | $145.5M | 0.35% | −542,863−3.6% | Reduced |
| Two Sigma Advisers, LP | 11,608,000 | $115.5M | 0.27% | −2,562,900−18.1% | Reduced |
| Morgan Stanley | 10,772,437 | $107.2M | 0.01% | +1,957,692+22.2% | Added |
| Norges Bank | 7,170,737 | $71.3M | 0.01% | −1,696,947−19.1% | Reduced |
| Goldman Sachs Group Inc | 6,438,164 | $64.1M | 0.01% | −611,940−8.7% | Reduced |
| Charles Schwab Investment Management Inc | 5,493,410 | $54.7M | 0.01% | +199,949+3.8% | Added |
| Millennium Management LLC | 5,417,102 | $53.9M | 0.05% | +4,690,435+645.5% | Added |
| Citadel Advisors LLC | 4,551,005 | $45.3M | 0.05% | +3,929,414+632.2% | Added |
| Northern Trust Corp | 4,544,641 | $45.2M | 0.01% | +172,855+4.0% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $40.8M | 35.41% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,896,692 | $38.8M | 0.03% | +2,755,197+241.4% | Added |
| Nikko Asset Management Americas, Inc. | 3,896,692 | $38.7M | 0.37% | +2,755,197+241.4% | Added |
| Dimensional Fund Advisors LP | 3,877,322 | $38.6M | 0.01% | +3,877,322 | New |
| Patient Capital Management, LLC | 3,776,542 | $37.6M | 1.99% | +48,004+1.3% | Added |
| Gpi Capital, L.P. | 3,749,760 | $37.3M | 8.86% | −300,000−7.4% | Reduced |
| JPMorgan Chase & Co | 3,603,517 | $35.9M | 0.00% | −77,040−2.1% | Reduced |
| Bank of New York Mellon Corp | 3,015,910 | $30.0M | 0.01% | +153,116+5.3% | Added |
| Jane Street Group, LLC | 2,861,996 | $28.5M | 0.03% | +1,594,161+125.7% | Added |
| Wells Fargo & Company | 2,854,098 | $28.4M | 0.01% | +493,707+20.9% | Added |
| Credit Suisse AG | 2,842,532 | $28.3M | 0.03% | +164,880+6.2% | Added |
| Azora Capital LP | 2,522,769 | $25.1M | 2.28% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 2,471,921 | $24.6M | 0.44% | +2,471,921 | New |
| Nuveen Asset Management, LLC | 2,390,221 | $23.8M | 0.01% | −8,119−0.3% | Reduced |
| Royal Bank of Canada | 2,103,740 | $20.9M | 0.01% | +117,629+5.9% | Added |
| Susquehanna International Group, LLP | 2,083,398 | $20.7M | 0.04% | −2,642,316−55.9% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,970,742 | $19.6M | 0.12% | +1,160,125+143.1% | Added |
| D. E. Shaw & Co., Inc. | 1,793,039 | $17.8M | 0.03% | −546,911−23.4% | Reduced |
| Swiss National Bank | 1,778,800 | $17.7M | 0.01% | −190,300−9.7% | Reduced |
| Capital Fund Management S.A. | 1,475,062 | $14.7M | 0.19% | +1,475,062 | New |
| UBS Asset Management Americas Inc | 1,343,664 | $13.4M | 0.01% | +20,455+1.5% | Added |
| California Public Employees Retirement System | 1,292,030 | $12.9M | 0.01% | −48,933−3.6% | Reduced |
| Mizuho Markets Americas LLC | 1,240,698 | $12.3M | 0.37% | +677,000+120.1% | Added |
| Longitude (Cayman) Ltd. | 1,186,500 | $11.8M | 18.88% | −328,500−21.7% | Reduced |
| Group One Trading, L.P. | 1,149,068 | $11.4M | 0.36% | −72,432−5.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,097,204 | $10.9M | 0.02% | −48,182−4.2% | Reduced |
| Rhumbline Advisers | 1,037,328 | $10.3M | 0.01% | +17,541+1.7% | Added |
| LPL Financial LLC | 988,931 | $9.84M | 0.01% | +84,870+9.4% | Added |
| Bank of America Corp | 984,662 | $9.80M | 0.00% | −3,151,671−76.2% | Reduced |
| Amundi | 1,171,449 | $9.75M | 0.00% | −655,802−35.9% | Reduced |
| California State Teachers Retirement System | 960,492 | $9.56M | 0.01% | −35,883−3.6% | Reduced |
| Barclays PLC | 895,948 | $8.91M | 0.00% | +609,436+212.7% | Added |
| Parkside Investments, LLC | 885,180 | $8.81M | 1.49% | +3,100+0.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 873,206 | $8.69M | 0.15% | +873,206 | New |
| Legal & General Group Plc | 850,246 | $8.46M | 0.00% | +27,887+3.4% | Added |
| Two Sigma Securities, LLC | 838,535 | $8.34M | 0.38% | +355,645+73.6% | Added |
| Quantbot Technologies LP | 805,579 | $8.02M | 0.47% | +805,579 | New |
| Invesco Ltd. | 772,847 | $7.69M | 0.00% | −35,788−4.4% | Reduced |
| MML Investors Services, LLC | 762,580 | $7.59M | 0.03% | +46,438+6.5% | Added |
| CAPROCK Group, Inc. | 759,992 | $7.56M | 0.48% | −99,130−11.5% | Reduced |
| First Trust Advisors LP | 748,797 | $7.45M | 0.01% | −16,506−2.2% | Reduced |
| Hartline Investment Corp | 721,163 | $7.18M | 1.16% | −144,593−16.7% | Reduced |
| New York State Common Retirement Fund | 705,200 | $7.02M | 0.01% | −59,559−7.8% | Reduced |
| Moors & Cabot, Inc. | 692,981 | $6.90M | 0.43% | +48,281+7.5% | Added |
| Brighton Jones LLC | 685,060 | $6.82M | 0.29% | −9,571−1.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 623,101 | $6.20M | 0.05% | +594,791+2,101.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 619,858 | $6.17M | 0.03% | −147,686−19.2% | Reduced |
| Trexquant Investment LP | 610,129 | $6.07M | 0.14% | −264,028−30.2% | Reduced |
| PEAK6 Investments LLC | 603,276 | $6.00M | 0.26% | +603,276 | New |
| State Board of Administration of Florida Retirement System | 578,207 | $5.75M | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 576,462 | $5.74M | 0.01% | −499,293−46.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 551,334 | $5.49M | 0.01% | +19,457+3.7% | Added |
| UBS Group AG | 550,339 | $5.48M | 0.00% | −5,840−1.1% | Reduced |
| Cerity Partners LLC | 546,565 | $5.44M | 0.02% | +546,565 | New |
| State of New Jersey Common Pension Fund D | 531,850 | $5.29M | 0.02% | 00.0% | Unchanged |
| GTS Securities LLC | 529,744 | $5.27M | 0.11% | +106,012+25.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 504,992 | $5.02M | 1.04% | −290−0.1% | Reduced |
| Walleye Trading LLC | 501,604 | $4.99M | 0.08% | +386,207+334.7% | Added |
| Price T Rowe Associates Inc | 497,910 | $4.96M | 0.00% | +19,522+4.1% | Added |
| Man Group plc | 495,652 | $4.93M | 0.01% | +495,652 | New |
| Cambridge Investment Research Advisors, Inc. | 487,976 | $4.86M | 0.02% | −7,863−1.6% | Reduced |
| Tudor Investment Corp Et Al | 480,927 | $4.79M | 0.07% | +480,927 | New |
| Cresset Asset Management, LLC | 453,499 | $4.51M | 0.03% | −3,907−0.9% | Reduced |
| Point72 Middle East FZE | 450,534 | $4.48M | 0.31% | +291,697+183.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 448,415 | $4.46M | 0.31% | +58,317+14.9% | Added |
| Citigroup Inc | 447,988 | $4.46M | 0.01% | −766,979−63.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 444,095 | $4.42M | 0.41% | +444,095 | New |
| Federation des caisses Desjardins du Quebec | 435,344 | $4.33M | 0.04% | +868+0.2% | Added |
| Advisor Group Holdings, Inc. | 429,327 | $4.27M | 0.01% | −281,813−39.6% | Reduced |
| Treasurer of the State of North Carolina | 426,796 | $4.25M | 0.02% | +23,917+5.9% | Added |
| Mariner, LLC | 426,188 | $4.24M | 0.01% | −263,834−38.2% | Reduced |
| Janus Henderson Group PLC | 402,140 | $4.00M | 0.00% | −415−0.1% | Reduced |
| Natixis | 393,961 | $3.92M | 0.03% | +367,635+1,396.5% | Added |
| Public Employees Retirement System of Ohio | 390,767 | $3.89M | 0.02% | +17,096+4.6% | Added |
| Alliancebernstein L.P. | 388,066 | $3.86M | 0.00% | +18,813+5.1% | Added |
| AlphaStar Capital Management, LLC | 377,890 | $3.76M | 0.34% | +107,260+39.6% | Added |
| EP Wealth Advisors, LLC | 377,022 | $3.75M | 0.05% | +1,508+0.4% | Added |
| TownSquare Capital, LLC | 369,757 | $3.68M | 0.06% | +5,195+1.4% | Added |
| Bank of Montreal | 338,682 | $3.49M | 0.00% | −27,626−7.5% | Reduced |
| Once Capital Management, LLC | 350,000 | $3.48M | 2.50% | +25,200+7.8% | Added |
| AXA S.A. | 350,000 | $3.48M | 0.01% | +130,000+59.1% | Added |
| Clarity Capital Partners LLC | 338,994 | $3.37M | 2.38% | +338,994 | New |
| Atria Wealth Solutions, Inc. | 329,237 | $3.28M | 0.04% | +22,963+7.5% | Added |
| Marshall Wace, LLP | 327,900 | $3.26M | 0.01% | −518,752−61.3% | Reduced |
| Walleye Capital LLC | 327,738 | $3.26M | 0.05% | +327,738 | New |
| Boothbay Fund Management, LLC | 320,457 | $3.19M | 0.12% | +300,367+1,495.1% | Added |