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 |
|---|---|---|---|---|---|
| Walleye Trading LLC | 501,604 | $4.99M | 0.08% | +386,207+334.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 504,992 | $5.02M | 1.04% | −290−0.1% | Reduced |
| GTS Securities LLC | 529,744 | $5.27M | 0.11% | +106,012+25.0% | Added |
| State of New Jersey Common Pension Fund D | 531,850 | $5.29M | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 546,565 | $5.44M | 0.02% | +546,565 | New |
| UBS Group AG | 550,339 | $5.48M | 0.00% | −5,840−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 551,334 | $5.49M | 0.01% | +19,457+3.7% | Added |
| Commonwealth Equity Services, LLC | 576,462 | $5.74M | 0.01% | −499,293−46.4% | Reduced |
| State Board of Administration of Florida Retirement System | 578,207 | $5.75M | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 603,276 | $6.00M | 0.26% | +603,276 | New |
| Trexquant Investment LP | 610,129 | $6.07M | 0.14% | −264,028−30.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 619,858 | $6.17M | 0.03% | −147,686−19.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 623,101 | $6.20M | 0.05% | +594,791+2,101.0% | Added |
| Brighton Jones LLC | 685,060 | $6.82M | 0.29% | −9,571−1.4% | Reduced |
| Moors & Cabot, Inc. | 692,981 | $6.90M | 0.43% | +48,281+7.5% | Added |
| New York State Common Retirement Fund | 705,200 | $7.02M | 0.01% | −59,559−7.8% | Reduced |
| Hartline Investment Corp | 721,163 | $7.18M | 1.16% | −144,593−16.7% | Reduced |
| First Trust Advisors LP | 748,797 | $7.45M | 0.01% | −16,506−2.2% | Reduced |
| CAPROCK Group, Inc. | 759,992 | $7.56M | 0.48% | −99,130−11.5% | Reduced |
| MML Investors Services, LLC | 762,580 | $7.59M | 0.03% | +46,438+6.5% | Added |
| Invesco Ltd. | 772,847 | $7.69M | 0.00% | −35,788−4.4% | Reduced |
| Quantbot Technologies LP | 805,579 | $8.02M | 0.47% | +805,579 | New |
| Two Sigma Securities, LLC | 838,535 | $8.34M | 0.38% | +355,645+73.6% | Added |
| Legal & General Group Plc | 850,246 | $8.46M | 0.00% | +27,887+3.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 873,206 | $8.69M | 0.15% | +873,206 | New |
| Parkside Investments, LLC | 885,180 | $8.81M | 1.49% | +3,100+0.4% | Added |
| Barclays PLC | 895,948 | $8.91M | 0.00% | +609,436+212.7% | Added |
| California State Teachers Retirement System | 960,492 | $9.56M | 0.01% | −35,883−3.6% | Reduced |
| Amundi | 1,171,449 | $9.75M | 0.00% | −655,802−35.9% | Reduced |
| Bank of America Corp | 984,662 | $9.80M | 0.00% | −3,151,671−76.2% | Reduced |
| LPL Financial LLC | 988,931 | $9.84M | 0.01% | +84,870+9.4% | Added |
| Rhumbline Advisers | 1,037,328 | $10.3M | 0.01% | +17,541+1.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,097,204 | $10.9M | 0.02% | −48,182−4.2% | Reduced |
| Group One Trading, L.P. | 1,149,068 | $11.4M | 0.36% | −72,432−5.9% | Reduced |
| Longitude (Cayman) Ltd. | 1,186,500 | $11.8M | 18.88% | −328,500−21.7% | Reduced |
| Mizuho Markets Americas LLC | 1,240,698 | $12.3M | 0.37% | +677,000+120.1% | Added |
| California Public Employees Retirement System | 1,292,030 | $12.9M | 0.01% | −48,933−3.6% | Reduced |
| UBS Asset Management Americas Inc | 1,343,664 | $13.4M | 0.01% | +20,455+1.5% | Added |
| Capital Fund Management S.A. | 1,475,062 | $14.7M | 0.19% | +1,475,062 | New |
| Swiss National Bank | 1,778,800 | $17.7M | 0.01% | −190,300−9.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,793,039 | $17.8M | 0.03% | −546,911−23.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 1,970,742 | $19.6M | 0.12% | +1,160,125+143.1% | Added |
| Susquehanna International Group, LLP | 2,083,398 | $20.7M | 0.04% | −2,642,316−55.9% | Reduced |
| Royal Bank of Canada | 2,103,740 | $20.9M | 0.01% | +117,629+5.9% | Added |
| Nuveen Asset Management, LLC | 2,390,221 | $23.8M | 0.01% | −8,119−0.3% | Reduced |
| Quadrature Capital Ltd | 2,471,921 | $24.6M | 0.44% | +2,471,921 | New |
| Azora Capital LP | 2,522,769 | $25.1M | 2.28% | 00.0% | Unchanged |
| Credit Suisse AG | 2,842,532 | $28.3M | 0.03% | +164,880+6.2% | Added |
| Wells Fargo & Company | 2,854,098 | $28.4M | 0.01% | +493,707+20.9% | Added |
| Jane Street Group, LLC | 2,861,996 | $28.5M | 0.03% | +1,594,161+125.7% | Added |
| Bank of New York Mellon Corp | 3,015,910 | $30.0M | 0.01% | +153,116+5.3% | Added |
| JPMorgan Chase & Co | 3,603,517 | $35.9M | 0.00% | −77,040−2.1% | Reduced |
| Gpi Capital, L.P. | 3,749,760 | $37.3M | 8.86% | −300,000−7.4% | Reduced |
| Patient Capital Management, LLC | 3,776,542 | $37.6M | 1.99% | +48,004+1.3% | Added |
| Dimensional Fund Advisors LP | 3,877,322 | $38.6M | 0.01% | +3,877,322 | New |
| Nikko Asset Management Americas, Inc. | 3,896,692 | $38.7M | 0.37% | +2,755,197+241.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 3,896,692 | $38.8M | 0.03% | +2,755,197+241.4% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $40.8M | 35.41% | 00.0% | Unchanged |
| Northern Trust Corp | 4,544,641 | $45.2M | 0.01% | +172,855+4.0% | Added |
| Citadel Advisors LLC | 4,551,005 | $45.3M | 0.05% | +3,929,414+632.2% | Added |
| Millennium Management LLC | 5,417,102 | $53.9M | 0.05% | +4,690,435+645.5% | Added |
| Charles Schwab Investment Management Inc | 5,493,410 | $54.7M | 0.01% | +199,949+3.8% | Added |
| Goldman Sachs Group Inc | 6,438,164 | $64.1M | 0.01% | −611,940−8.7% | Reduced |
| Norges Bank | 7,170,737 | $71.3M | 0.01% | −1,696,947−19.1% | Reduced |
| Morgan Stanley | 10,772,437 | $107.2M | 0.01% | +1,957,692+22.2% | Added |
| Two Sigma Advisers, LP | 11,608,000 | $115.5M | 0.27% | −2,562,900−18.1% | Reduced |
| Two Sigma Investments, LP | 14,620,381 | $145.5M | 0.35% | −542,863−3.6% | Reduced |
| Geode Capital Management, LLC | 14,973,043 | $149.0M | 0.02% | +708,226+5.0% | Added |
| State Street Corp | 16,177,719 | $161.0M | 0.01% | +1,207,204+8.1% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $310.0M | 3.50% | 00.0% | Unchanged |
| BlackRock Inc. | 40,493,720 | $402.9M | 0.01% | −278,277−0.7% | Reduced |
| Vanguard Group Inc | 81,459,986 | $810.5M | 0.02% | +5,057,233+6.6% | Added |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,202,021−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −644,386−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −518,372−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −495,362−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −461,543−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −427,463−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −371,339−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −349,947−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −151,886−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −144,998−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −129,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −119,030−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −118,154−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −53,236−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −52,783−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −44,870−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −43,851−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −41,491−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −41,400−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −35,841−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −34,360−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −31,453−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,483−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −23,930−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −21,150−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −20,705−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,569−100.0% | Sold out |