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, Q2 2024
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
- 593
- −1 vs. Q1 2024
- Shares held
- 450.8M
- +10.5M (+2.4%) vs. Q1 2024
- Total value
- $2.98B
- −$231.8M (−7.2%) vs. Q1 2024
- New holders
- 80
- 246 more added
- Sold out
- 81
- 158 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 90,030,057 | $595.1M | 0.01% | +7,203,800+8.7% | Added |
| BlackRock Inc. | 45,457,402 | $300.5M | 0.01% | +3,657,745+8.8% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $205.9M | 2.52% | 00.0% | Unchanged |
| State Street Corp | 17,752,323 | $117.3M | 0.01% | +1,242,854+7.5% | Added |
| Geode Capital Management, LLC | 17,260,278 | $114.1M | 0.01% | +1,486,263+9.4% | Added |
| Morgan Stanley | 15,924,316 | $105.3M | 0.01% | +847,234+5.6% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 14,535,772 | $96.1M | 0.85% | −1,687,427−10.4% | Reduced |
| Norges Bank | 13,952,298 | $92.2M | 0.01% | +2,521,922+22.1% | Added |
| Dimensional Fund Advisors LP | 13,083,606 | $86.5M | 0.02% | +9,482,683+263.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 11,457,940 | $75.7M | 0.06% | +690,638+6.4% | Added |
| Nikko Asset Management Americas, Inc. | 11,457,940 | $75.7M | 0.87% | +690,638+6.4% | Added |
| Jane Street Group, LLC | 9,091,058 | $60.1M | 0.07% | −297,820−3.2% | Reduced |
| Susquehanna International Group, LLP | 8,891,144 | $58.8M | 0.10% | −1,859,546−17.3% | Reduced |
| Marshall Wace, LLP | 6,357,887 | $42.0M | 0.06% | +3,593,464+130.0% | Added |
| Charles Schwab Investment Management Inc | 6,058,740 | $40.0M | 0.01% | +524,248+9.5% | Added |
| Northern Trust Corp | 4,775,669 | $31.6M | 0.01% | +565,213+13.4% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $27.1M | 33.81% | 00.0% | Unchanged |
| UBS Group AG | 4,094,292 | $27.1M | 0.01% | −226,280−5.2% | Reduced |
| Azora Capital LP | 3,995,167 | $26.4M | 1.51% | +319,292+8.7% | Added |
| JPMorgan Chase & Co | 3,855,174 | $25.5M | 0.00% | −2,856,684−42.6% | Reduced |
| Patient Capital Management, LLC | 3,845,038 | $25.4M | 1.35% | +84,441+2.2% | Added |
| Gpi Capital, L.P. | 3,749,760 | $24.8M | 6.55% | 00.0% | Unchanged |
| Royal Bank of Canada | 3,656,103 | $24.2M | 0.01% | +1,198,802+48.8% | Added |
| Citigroup Inc | 3,637,559 | $24.0M | 0.02% | +2,602,645+251.5% | Added |
| Wells Fargo & Company | 3,365,660 | $22.2M | 0.01% | +174,663+5.5% | Added |
| Bank of New York Mellon Corp | 3,117,081 | $20.6M | 0.00% | +443,198+16.6% | Added |
| Bank of Montreal | 3,064,086 | $20.3M | 0.01% | +2,635,894+615.6% | Added |
| Mizuho Markets Americas LLC | 3,045,737 | $20.1M | 0.56% | +2,440,745+403.4% | Added |
| Nuveen Asset Management, LLC | 2,542,832 | $16.8M | 0.00% | +62,288+2.5% | Added |
| UBS Asset Management Americas Inc | 2,368,972 | $15.7M | 0.00% | +1,025,308+76.3% | Added |
| Swiss National Bank | 1,973,900 | $13.0M | 0.01% | +175,500+9.8% | Added |
| D. E. Shaw & Co., Inc. | 1,914,223 | $12.7M | 0.02% | +1,540,312+411.9% | Added |
| Rockefeller Capital Management L.P. | 1,832,367 | $12.1M | 0.03% | +836,493+84.0% | Added |
| Simplex Trading, LLC | 1,817,798 | $12.0M | 0.39% | −288,581−13.7% | Reduced |
| Bank of America Corp | 1,785,292 | $11.8M | 0.00% | −250,603−12.3% | Reduced |
| Squarepoint Ops LLC | 1,709,622 | $11.3M | 0.04% | +492,544+40.5% | Added |
| Group One Trading, L.P. | 1,662,104 | $11.0M | 0.35% | +430,637+35.0% | Added |
| Millennium Management LLC | 1,587,850 | $10.5M | 0.01% | +1,182,172+291.4% | Added |
| LPL Financial LLC | 1,542,395 | $10.2M | 0.01% | +182,313+13.4% | Added |
| State of Michigan Retirement System | 1,500,000 | $9.91M | 0.05% | +500,000+50.0% | Added |
| Walleye Trading LLC | 1,495,597 | $9.89M | 0.19% | +15,051+1.0% | Added |
| HRT Financial LP | 1,336,023 | $8.83M | 0.05% | +872,623+188.3% | Added |
| Longitude (Cayman) Ltd. | 1,311,500 | $8.67M | 13.66% | +30,000+2.3% | Added |
| California Public Employees Retirement System | 1,296,052 | $8.57M | 0.01% | −372,232−22.3% | Reduced |
| MML Investors Services, LLC | 1,294,696 | $8.56M | 0.03% | +534,998+70.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,251,493 | $8.27M | 0.03% | +163,191+15.0% | Added |
| TownSquare Capital, LLC | 1,086,173 | $7.18M | 0.10% | +93,817+9.5% | Added |
| Kodai Capital Management LP | 1,051,239 | $6.95M | 0.13% | +1,051,239 | New |
| GTS Securities LLC | 1,037,891 | $6.86M | 0.14% | −61,684−5.6% | Reduced |
| Legal & General Group Plc | 988,509 | $6.53M | 0.00% | +84,889+9.4% | Added |
| California State Teachers Retirement System | 981,822 | $6.49M | 0.01% | +65,922+7.2% | Added |
| Rhumbline Advisers | 979,183 | $6.47M | 0.01% | +53,124+5.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 955,290 | $6.31M | 0.02% | +955,290 | New |
| Nordea Investment Management AB | 941,232 | $6.22M | 0.01% | +101,606+12.1% | Added |
| Goldman Sachs Group Inc | 927,169 | $6.13M | 0.00% | −813,489−46.7% | Reduced |
| Cetera Investment Advisers | 912,722 | $6.03M | 0.01% | +132,740+17.0% | Added |
| Cresset Asset Management, LLC | 881,830 | $5.83M | 0.02% | −4,544−0.5% | Reduced |
| Parkside Investments, LLC | 791,435 | $5.23M | 0.83% | −2,775−0.3% | Reduced |
| Invesco Ltd. | 768,273 | $5.08M | 0.00% | +28,743+3.9% | Added |
| Moors & Cabot, Inc. | 767,665 | $5.07M | 0.27% | −15,825−2.0% | Reduced |
| Walleye Capital LLC | 766,118 | $5.06M | 0.05% | −352,805−31.5% | Reduced |
| Ensign Peak Advisors, Inc | 759,158 | $5.02M | 0.01% | +60,495+8.7% | Added |
| Ameriprise Financial Inc | 749,018 | $4.95M | 0.00% | −87,841−10.5% | Reduced |
| PDT Partners, LLC | 740,850 | $4.90M | 0.46% | +740,850 | New |
| CAPROCK Group, Inc. | 738,309 | $4.88M | 0.20% | −9,772−1.3% | Reduced |
| Diversify Advisory Services, LLC | 757,344 | $4.83M | 0.26% | −200,007−20.9% | Reduced |
| Brighton Jones LLC | 723,985 | $4.79M | 0.16% | +9,610+1.3% | Added |
| HSBC Holdings PLC | 719,243 | $4.71M | 0.00% | +554,866+337.6% | Added |
| Trexquant Investment LP | 697,049 | $4.61M | 0.07% | +697,049 | New |
| New York State Common Retirement Fund | 693,887 | $4.59M | 0.01% | +69,087+11.1% | Added |
| IMC-Chicago, LLC | 687,727 | $4.55M | 0.15% | +193,087+39.0% | Added |
| Commonwealth Equity Services, LLC | 618,955 | $4.09M | 0.01% | +10,379+1.7% | Added |
| State Board of Administration of Florida Retirement System | 606,539 | $4.01M | 0.01% | +110,209+22.2% | Added |
| Capital Fund Management S.A. | 603,253 | $3.99M | 0.05% | +603,253 | New |
| NFP Retirement, Inc. | 575,988 | $3.81M | 0.32% | −700.0% | Reduced |
| Cerity Partners LLC | 566,773 | $3.75M | 0.01% | +9,546+1.7% | Added |
| Price T Rowe Associates Inc | 560,116 | $3.70M | 0.00% | +24,222+4.5% | Added |
| Raymond James & Associates | 520,301 | $3.44M | 0.00% | +115,639+28.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 516,551 | $3.41M | 0.66% | −1,351−0.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 509,504 | $3.37M | 0.00% | +121,137+31.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 504,963 | $3.34M | 0.19% | +45,865+10.0% | Added |
| Advisor Group Holdings, Inc. | 470,060 | $3.11M | 0.01% | +2,973+0.6% | Added |
| Segall Bryant & Hamill, LLC | 467,516 | $3.09M | 0.05% | +12,676+2.8% | Added |
| Atria Wealth Solutions, Inc. | 467,009 | $3.09M | 0.03% | +35,738+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 454,913 | $3.01M | 0.02% | +9,194+2.1% | Added |
| Janus Henderson Group PLC | 452,727 | $2.99M | 0.00% | −4,595−1.0% | Reduced |
| Treasurer of the State of North Carolina | 448,377 | $2.96M | 0.01% | +23,848+5.6% | Added |
| Barclays PLC | 438,719 | $2.90M | 0.00% | −1,433,660−76.6% | Reduced |
| Clarity Capital Partners LLC | 435,180 | $2.88M | 1.76% | +48,862+12.6% | Added |
| Anderson Hoagland & Co | 445,977 | $2.85M | 0.30% | 00.0% | Unchanged |
| GWM Advisors LLC | 422,199 | $2.79M | 0.02% | +102,973+32.3% | Added |
| Verition Fund Management LLC | 415,090 | $2.74M | 0.02% | +337,982+438.3% | Added |
| Vestmark Advisory Solutions, Inc. | 401,370 | $2.65M | 0.11% | −150,657−27.3% | Reduced |
| Mariner, LLC | 397,722 | $2.63M | 0.01% | −24,977−5.9% | Reduced |
| Public Employees Retirement System of Ohio | 392,851 | $2.60M | 0.01% | +29,039+8.0% | Added |
| State of New Jersey Common Pension Fund D | 392,811 | $2.60M | 0.01% | −139,039−26.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 386,898 | $2.56M | 0.01% | +25,996+7.2% | Added |
| Triumph Capital Management | 383,454 | $2.53M | 0.99% | +21,069+5.8% | Added |
| EP Wealth Advisors, LLC | 382,844 | $2.53M | 0.03% | +6,122+1.6% | Added |
| Alliancebernstein L.P. | 378,470 | $2.50M | 0.00% | −7,910−2.0% | Reduced |