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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 405,678 | $2.96M | 0.00% | −5,011,424−92.5% | Reduced |
| State Board of Administration of Florida Retirement System | 496,330 | $3.01M | 0.01% | −81,877−14.2% | Reduced |
| Mariner, LLC | 422,699 | $3.09M | 0.01% | −3,489−0.8% | Reduced |
| Interval Partners, LP | 422,837 | $3.09M | 0.12% | +422,837 | New |
| Treasurer of the State of North Carolina | 424,529 | $3.10M | 0.01% | −2,267−0.5% | Reduced |
| Bank of Montreal | 428,192 | $3.13M | 0.00% | +89,510+26.4% | Added |
| Atria Wealth Solutions, Inc. | 431,271 | $3.15M | 0.04% | +102,034+31.0% | Added |
| Federation des caisses Desjardins du Quebec | 445,719 | $3.25M | 0.02% | +10,375+2.4% | Added |
| Segall Bryant & Hamill, LLC | 454,840 | $3.32M | 0.06% | +454,840 | New |
| Janus Henderson Group PLC | 457,322 | $3.34M | 0.00% | +55,182+13.7% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 459,098 | $3.35M | 0.21% | +10,683+2.4% | Added |
| Anderson Hoagland & Co | 445,977 | $3.37M | 0.38% | +44,976+11.2% | Added |
| Capital Markets Trading UK LLP | 463,198 | $3.38M | 2.45% | +463,198 | New |
| HRT Financial LP | 463,400 | $3.38M | 0.02% | +463,400 | New |
| Advisor Group Holdings, Inc. | 467,087 | $3.41M | 0.01% | +37,760+8.8% | Added |
| IMC-Chicago, LLC | 494,640 | $3.61M | 0.13% | +494,640 | New |
| Alyeska Investment Group, L.P. | 500,000 | $3.65M | 0.02% | +500,000 | New |
| B & T Capital Management DBA Alpha Capital Management | 517,902 | $3.78M | 0.74% | +12,910+2.6% | Added |
| State of New Jersey Common Pension Fund D | 531,850 | $3.88M | 0.01% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 535,894 | $3.91M | 0.00% | +37,984+7.6% | Added |
| Vestmark Advisory Solutions, Inc. | 552,027 | $4.03M | 0.17% | +552,027 | New |
| Cerity Partners LLC | 557,227 | $4.07M | 0.01% | +10,662+2.0% | Added |
| Quantbot Technologies LP | 557,514 | $4.07M | 0.23% | −248,065−30.8% | Reduced |
| NFP Retirement, Inc. | 576,058 | $4.21M | 0.36% | +576,058 | New |
| Mizuho Markets Americas LLC | 604,992 | $4.42M | 0.12% | −635,706−51.2% | Reduced |
| Commonwealth Equity Services, LLC | 608,576 | $4.44M | 0.01% | +32,114+5.6% | Added |
| New York State Common Retirement Fund | 624,800 | $4.56M | 0.01% | −80,400−11.4% | Reduced |
| First Trust Advisors LP | 671,618 | $4.90M | 0.00% | −77,179−10.3% | Reduced |
| Ensign Peak Advisors, Inc | 698,663 | $5.10M | 0.01% | +386,493+123.8% | Added |
| Brighton Jones LLC | 714,375 | $5.21M | 0.19% | +29,315+4.3% | Added |
| Invesco Ltd. | 739,530 | $5.40M | 0.00% | −33,317−4.3% | Reduced |
| CAPROCK Group, Inc. | 748,081 | $5.46M | 0.31% | −11,911−1.6% | Reduced |
| MML Investors Services, LLC | 759,698 | $5.55M | 0.02% | −2,882−0.4% | Reduced |
| Cetera Investment Advisers | 779,982 | $5.69M | 0.01% | +702,385+905.2% | Added |
| Moors & Cabot, Inc. | 783,490 | $5.72M | 0.31% | +90,509+13.1% | Added |
| Parkside Investments, LLC | 794,210 | $5.80M | 0.92% | −90,970−10.3% | Reduced |
| Ameriprise Financial Inc | 836,859 | $6.11M | 0.00% | +610,527+269.7% | Added |
| Nordea Investment Management AB | 839,626 | $6.26M | 0.01% | +839,626 | New |
| Susquehanna Portfolio Strategies, LLC | 873,206 | $6.37M | 0.15% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 886,374 | $6.47M | 0.03% | +432,875+95.5% | Added |
| Legal & General Group Plc | 903,620 | $6.60M | 0.00% | +53,374+6.3% | Added |
| California State Teachers Retirement System | 915,900 | $6.69M | 0.01% | −44,592−4.6% | Reduced |
| Seven Eight Capital, LP | 921,834 | $6.73M | 0.70% | +686,731+292.1% | Added |
| Rhumbline Advisers | 926,059 | $6.76M | 0.01% | −111,269−10.7% | Reduced |
| Diversify Advisory Services, LLC | 957,351 | $6.91M | 0.41% | +957,351 | New |
| Credit Suisse AG | 956,315 | $6.98M | 0.01% | −1,886,217−66.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,263,475 | $7.08M | 0.02% | +166,271+15.2% | Added |
| TownSquare Capital, LLC | 992,356 | $7.24M | 0.11% | +622,599+168.4% | Added |
| Rockefeller Capital Management L.P. | 995,874 | $7.27M | 0.02% | +896,710+904.3% | Added |
| State of Michigan Retirement System | 1,000,000 | $7.30M | 0.04% | +1,000,000 | New |
| Citigroup Inc | 1,034,914 | $7.55M | 0.01% | +586,926+131.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,088,302 | $7.94M | 0.03% | +468,444+75.6% | Added |
| GTS Securities LLC | 1,099,575 | $8.03M | 0.22% | +569,831+107.6% | Added |
| Walleye Capital LLC | 1,118,923 | $8.17M | 0.09% | +791,185+241.4% | Added |
| Schonfeld Strategic Advisors LLC | 1,125,561 | $8.22M | 0.06% | +502,460+80.6% | Added |
| PEAK6 Investments LLC | 1,156,412 | $8.44M | 0.41% | +553,136+91.7% | Added |
| Squarepoint Ops LLC | 1,217,078 | $8.88M | 0.04% | +1,217,078 | New |
| Group One Trading, L.P. | 1,231,467 | $8.99M | 0.32% | +82,399+7.2% | Added |
| Longitude (Cayman) Ltd. | 1,281,500 | $9.35M | 13.62% | +95,000+8.0% | Added |
| UBS Asset Management Americas Inc | 1,343,664 | $9.81M | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 1,360,082 | $9.93M | 0.01% | +371,151+37.5% | Added |
| Walleye Trading LLC | 1,480,546 | $10.8M | 0.18% | +978,942+195.2% | Added |
| BIT Capital GmbH | 1,484,877 | $10.8M | 0.96% | +1,484,877 | New |
| California Public Employees Retirement System | 1,668,284 | $12.2M | 0.01% | +376,254+29.1% | Added |
| Goldman Sachs Group Inc | 1,740,658 | $12.7M | 0.00% | −4,697,506−73.0% | Reduced |
| Swiss National Bank | 1,798,400 | $13.1M | 0.01% | +19,600+1.1% | Added |
| Barclays PLC | 1,872,379 | $13.7M | 0.01% | +976,431+109.0% | Added |
| Bank of America Corp | 2,035,895 | $14.9M | 0.00% | +1,051,233+106.8% | Added |
| Simplex Trading, LLC | 2,106,379 | $15.4M | 0.45% | +2,106,379 | New |
| Shaolin Capital Management LLC | 2,268,813 | $16.6M | 0.59% | +2,268,813 | New |
| Point72 Asset Management, L.P. | 2,324,152 | $17.0M | 0.05% | +2,324,152 | New |
| Quadrature Capital Ltd | 2,405,021 | $17.5M | 0.30% | −66,900−2.7% | Reduced |
| Royal Bank of Canada | 2,457,301 | $17.9M | 0.00% | +353,561+16.8% | Added |
| Nuveen Asset Management, LLC | 2,480,544 | $18.1M | 0.01% | +90,323+3.8% | Added |
| Bank of New York Mellon Corp | 2,673,883 | $19.5M | 0.00% | −342,027−11.3% | Reduced |
| Marshall Wace, LLP | 2,764,423 | $20.2M | 0.03% | +2,436,523+743.1% | Added |
| Wells Fargo & Company | 3,190,997 | $23.3M | 0.01% | +336,899+11.8% | Added |
| Two Sigma Investments, LP | 3,582,296 | $26.2M | 0.06% | −11,038,085−75.5% | Reduced |
| Dimensional Fund Advisors LP | 3,600,923 | $26.3M | 0.01% | −276,399−7.1% | Reduced |
| Azora Capital LP | 3,675,875 | $26.8M | 1.94% | +1,153,106+45.7% | Added |
| Gpi Capital, L.P. | 3,749,760 | $27.4M | 6.14% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 3,760,597 | $27.5M | 1.34% | −15,945−0.4% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $30.0M | 34.31% | 00.0% | Unchanged |
| Northern Trust Corp | 4,210,456 | $30.7M | 0.01% | −334,185−7.4% | Reduced |
| UBS Group AG | 4,320,572 | $31.5M | 0.01% | +3,770,233+685.1% | Added |
| Renaissance Technologies LLC | 5,282,400 | $38.6M | 0.06% | +5,057,600+2,249.8% | Added |
| Charles Schwab Investment Management Inc | 5,534,492 | $40.4M | 0.01% | +41,082+0.7% | Added |
| JPMorgan Chase & Co | 6,711,858 | $49.0M | 0.00% | +3,108,341+86.3% | Added |
| Jane Street Group, LLC | 9,388,878 | $68.5M | 0.09% | +6,526,882+228.1% | Added |
| Susquehanna International Group, LLP | 10,750,690 | $78.5M | 0.12% | +8,667,292+416.0% | Added |
| Nikko Asset Management Americas, Inc. | 10,767,302 | $78.5M | 0.78% | +6,870,610+176.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,767,302 | $78.6M | 0.05% | +6,870,610+176.3% | Added |
| Norges Bank | 11,430,376 | $83.4M | 0.01% | +4,259,639+59.4% | Added |
| Citadel Advisors LLC | 11,848,931 | $86.5M | 0.08% | +7,297,926+160.4% | Added |
| Morgan Stanley | 15,077,082 | $110.1M | 0.01% | +4,304,645+40.0% | Added |
| Geode Capital Management, LLC | 15,774,015 | $115.2M | 0.01% | +800,972+5.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 16,223,199 | $118.4M | 0.82% | +14,252,457+723.2% | Added |
| State Street Corp | 16,509,469 | $120.5M | 0.01% | +331,750+2.1% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $227.4M | 2.76% | 00.0% | Unchanged |
| BlackRock Inc. | 41,799,657 | $305.1M | 0.01% | +1,305,937+3.2% | Added |