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, Q1 2024
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2024. 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
- 602
- +37 vs. Q4 2023
- Shares held
- 441.4M
- +65.3M (+17.4%) vs. Q4 2023
- Total value
- $3.22B
- −$518.0M (−13.9%) vs. Q4 2023
- New holders
- 113
- 252 more added
- Sold out
- 76
- 133 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 82,826,257 | $604.6M | 0.01% | +1,366,271+1.7% | Added |
| BlackRock Inc. | 41,799,657 | $305.1M | 0.01% | +1,305,937+3.2% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $227.4M | 2.76% | 00.0% | Unchanged |
| State Street Corp | 16,509,469 | $120.5M | 0.01% | +331,750+2.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 16,223,199 | $118.4M | 0.82% | +14,252,457+723.2% | Added |
| Geode Capital Management, LLC | 15,774,015 | $115.2M | 0.01% | +800,972+5.3% | Added |
| Morgan Stanley | 15,077,082 | $110.1M | 0.01% | +4,304,645+40.0% | Added |
| Citadel Advisors LLC | 11,848,931 | $86.5M | 0.08% | +7,297,926+160.4% | Added |
| Norges Bank | 11,430,376 | $83.4M | 0.01% | +4,259,639+59.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,767,302 | $78.6M | 0.05% | +6,870,610+176.3% | Added |
| Nikko Asset Management Americas, Inc. | 10,767,302 | $78.5M | 0.78% | +6,870,610+176.3% | Added |
| Susquehanna International Group, LLP | 10,750,690 | $78.5M | 0.12% | +8,667,292+416.0% | Added |
| Jane Street Group, LLC | 9,388,878 | $68.5M | 0.09% | +6,526,882+228.1% | Added |
| JPMorgan Chase & Co | 6,711,858 | $49.0M | 0.00% | +3,108,341+86.3% | Added |
| Charles Schwab Investment Management Inc | 5,534,492 | $40.4M | 0.01% | +41,082+0.7% | Added |
| Renaissance Technologies LLC | 5,282,400 | $38.6M | 0.06% | +5,057,600+2,249.8% | Added |
| UBS Group AG | 4,320,572 | $31.5M | 0.01% | +3,770,233+685.1% | Added |
| Northern Trust Corp | 4,210,456 | $30.7M | 0.01% | −334,185−7.4% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $30.0M | 34.31% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 3,760,597 | $27.5M | 1.34% | −15,945−0.4% | Reduced |
| Gpi Capital, L.P. | 3,749,760 | $27.4M | 6.14% | 00.0% | Unchanged |
| Azora Capital LP | 3,675,875 | $26.8M | 1.94% | +1,153,106+45.7% | Added |
| Dimensional Fund Advisors LP | 3,600,923 | $26.3M | 0.01% | −276,399−7.1% | Reduced |
| Two Sigma Investments, LP | 3,582,296 | $26.2M | 0.06% | −11,038,085−75.5% | Reduced |
| Wells Fargo & Company | 3,190,997 | $23.3M | 0.01% | +336,899+11.8% | Added |
| Marshall Wace, LLP | 2,764,423 | $20.2M | 0.03% | +2,436,523+743.1% | Added |
| Bank of New York Mellon Corp | 2,673,883 | $19.5M | 0.00% | −342,027−11.3% | Reduced |
| Nuveen Asset Management, LLC | 2,480,544 | $18.1M | 0.01% | +90,323+3.8% | Added |
| Royal Bank of Canada | 2,457,301 | $17.9M | 0.00% | +353,561+16.8% | Added |
| Quadrature Capital Ltd | 2,405,021 | $17.5M | 0.30% | −66,900−2.7% | Reduced |
| Point72 Asset Management, L.P. | 2,324,152 | $17.0M | 0.05% | +2,324,152 | New |
| Shaolin Capital Management LLC | 2,268,813 | $16.6M | 0.59% | +2,268,813 | New |
| Simplex Trading, LLC | 2,106,379 | $15.4M | 0.45% | +2,106,379 | New |
| Bank of America Corp | 2,035,895 | $14.9M | 0.00% | +1,051,233+106.8% | Added |
| Barclays PLC | 1,872,379 | $13.7M | 0.01% | +976,431+109.0% | Added |
| Swiss National Bank | 1,798,400 | $13.1M | 0.01% | +19,600+1.1% | Added |
| Goldman Sachs Group Inc | 1,740,658 | $12.7M | 0.00% | −4,697,506−73.0% | Reduced |
| California Public Employees Retirement System | 1,668,284 | $12.2M | 0.01% | +376,254+29.1% | Added |
| BIT Capital GmbH | 1,484,877 | $10.8M | 0.96% | +1,484,877 | New |
| Walleye Trading LLC | 1,480,546 | $10.8M | 0.18% | +978,942+195.2% | Added |
| LPL Financial LLC | 1,360,082 | $9.93M | 0.01% | +371,151+37.5% | Added |
| UBS Asset Management Americas Inc | 1,343,664 | $9.81M | 0.00% | 00.0% | Unchanged |
| Longitude (Cayman) Ltd. | 1,281,500 | $9.35M | 13.62% | +95,000+8.0% | Added |
| Group One Trading, L.P. | 1,231,467 | $8.99M | 0.32% | +82,399+7.2% | Added |
| Squarepoint Ops LLC | 1,217,078 | $8.88M | 0.04% | +1,217,078 | New |
| PEAK6 Investments LLC | 1,156,412 | $8.44M | 0.41% | +553,136+91.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,125,561 | $8.22M | 0.06% | +502,460+80.6% | Added |
| Walleye Capital LLC | 1,118,923 | $8.17M | 0.09% | +791,185+241.4% | Added |
| GTS Securities LLC | 1,099,575 | $8.03M | 0.22% | +569,831+107.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,088,302 | $7.94M | 0.03% | +468,444+75.6% | Added |
| Citigroup Inc | 1,034,914 | $7.55M | 0.01% | +586,926+131.0% | Added |
| State of Michigan Retirement System | 1,000,000 | $7.30M | 0.04% | +1,000,000 | New |
| Rockefeller Capital Management L.P. | 995,874 | $7.27M | 0.02% | +896,710+904.3% | Added |
| TownSquare Capital, LLC | 992,356 | $7.24M | 0.11% | +622,599+168.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,263,475 | $7.08M | 0.02% | +166,271+15.2% | Added |
| Credit Suisse AG | 956,315 | $6.98M | 0.01% | −1,886,217−66.4% | Reduced |
| Diversify Advisory Services, LLC | 957,351 | $6.91M | 0.41% | +957,351 | New |
| Rhumbline Advisers | 926,059 | $6.76M | 0.01% | −111,269−10.7% | Reduced |
| Seven Eight Capital, LP | 921,834 | $6.73M | 0.70% | +686,731+292.1% | Added |
| California State Teachers Retirement System | 915,900 | $6.69M | 0.01% | −44,592−4.6% | Reduced |
| Legal & General Group Plc | 903,620 | $6.60M | 0.00% | +53,374+6.3% | Added |
| Cresset Asset Management, LLC | 886,374 | $6.47M | 0.03% | +432,875+95.5% | Added |
| Susquehanna Portfolio Strategies, LLC | 873,206 | $6.37M | 0.15% | 00.0% | Unchanged |
| Nordea Investment Management AB | 839,626 | $6.26M | 0.01% | +839,626 | New |
| Ameriprise Financial Inc | 836,859 | $6.11M | 0.00% | +610,527+269.7% | Added |
| Parkside Investments, LLC | 794,210 | $5.80M | 0.92% | −90,970−10.3% | Reduced |
| Moors & Cabot, Inc. | 783,490 | $5.72M | 0.31% | +90,509+13.1% | Added |
| Cetera Investment Advisers | 779,982 | $5.69M | 0.01% | +702,385+905.2% | Added |
| MML Investors Services, LLC | 759,698 | $5.55M | 0.02% | −2,882−0.4% | Reduced |
| CAPROCK Group, Inc. | 748,081 | $5.46M | 0.31% | −11,911−1.6% | Reduced |
| Invesco Ltd. | 739,530 | $5.40M | 0.00% | −33,317−4.3% | Reduced |
| Brighton Jones LLC | 714,375 | $5.21M | 0.19% | +29,315+4.3% | Added |
| Ensign Peak Advisors, Inc | 698,663 | $5.10M | 0.01% | +386,493+123.8% | Added |
| First Trust Advisors LP | 671,618 | $4.90M | 0.00% | −77,179−10.3% | Reduced |
| New York State Common Retirement Fund | 624,800 | $4.56M | 0.01% | −80,400−11.4% | Reduced |
| Commonwealth Equity Services, LLC | 608,576 | $4.44M | 0.01% | +32,114+5.6% | Added |
| Mizuho Markets Americas LLC | 604,992 | $4.42M | 0.12% | −635,706−51.2% | Reduced |
| NFP Retirement, Inc. | 576,058 | $4.21M | 0.36% | +576,058 | New |
| Quantbot Technologies LP | 557,514 | $4.07M | 0.23% | −248,065−30.8% | Reduced |
| Cerity Partners LLC | 557,227 | $4.07M | 0.01% | +10,662+2.0% | Added |
| Vestmark Advisory Solutions, Inc. | 552,027 | $4.03M | 0.17% | +552,027 | New |
| Price T Rowe Associates Inc | 535,894 | $3.91M | 0.00% | +37,984+7.6% | Added |
| State of New Jersey Common Pension Fund D | 531,850 | $3.88M | 0.01% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 517,902 | $3.78M | 0.74% | +12,910+2.6% | Added |
| Alyeska Investment Group, L.P. | 500,000 | $3.65M | 0.02% | +500,000 | New |
| IMC-Chicago, LLC | 494,640 | $3.61M | 0.13% | +494,640 | New |
| Advisor Group Holdings, Inc. | 467,087 | $3.41M | 0.01% | +37,760+8.8% | Added |
| HRT Financial LP | 463,400 | $3.38M | 0.02% | +463,400 | New |
| Capital Markets Trading UK LLP | 463,198 | $3.38M | 2.45% | +463,198 | New |
| Anderson Hoagland & Co | 445,977 | $3.37M | 0.38% | +44,976+11.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 459,098 | $3.35M | 0.21% | +10,683+2.4% | Added |
| Janus Henderson Group PLC | 457,322 | $3.34M | 0.00% | +55,182+13.7% | Added |
| Segall Bryant & Hamill, LLC | 454,840 | $3.32M | 0.06% | +454,840 | New |
| Federation des caisses Desjardins du Quebec | 445,719 | $3.25M | 0.02% | +10,375+2.4% | Added |
| Atria Wealth Solutions, Inc. | 431,271 | $3.15M | 0.04% | +102,034+31.0% | Added |
| Bank of Montreal | 428,192 | $3.13M | 0.00% | +89,510+26.4% | Added |
| Treasurer of the State of North Carolina | 424,529 | $3.10M | 0.01% | −2,267−0.5% | Reduced |
| Interval Partners, LP | 422,837 | $3.09M | 0.12% | +422,837 | New |
| Mariner, LLC | 422,699 | $3.09M | 0.01% | −3,489−0.8% | Reduced |
| State Board of Administration of Florida Retirement System | 496,330 | $3.01M | 0.01% | −81,877−14.2% | Reduced |