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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 415,090 | $2.74M | 0.02% | +337,982+438.3% | Added |
| GWM Advisors LLC | 422,199 | $2.79M | 0.02% | +102,973+32.3% | Added |
| Anderson Hoagland & Co | 445,977 | $2.85M | 0.30% | 00.0% | Unchanged |
| Clarity Capital Partners LLC | 435,180 | $2.88M | 1.76% | +48,862+12.6% | Added |
| Barclays PLC | 438,719 | $2.90M | 0.00% | −1,433,660−76.6% | Reduced |
| Treasurer of the State of North Carolina | 448,377 | $2.96M | 0.01% | +23,848+5.6% | Added |
| Janus Henderson Group PLC | 452,727 | $2.99M | 0.00% | −4,595−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 454,913 | $3.01M | 0.02% | +9,194+2.1% | Added |
| Atria Wealth Solutions, Inc. | 467,009 | $3.09M | 0.03% | +35,738+8.3% | Added |
| Segall Bryant & Hamill, LLC | 467,516 | $3.09M | 0.05% | +12,676+2.8% | Added |
| Advisor Group Holdings, Inc. | 470,060 | $3.11M | 0.01% | +2,973+0.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 504,963 | $3.34M | 0.19% | +45,865+10.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 509,504 | $3.37M | 0.00% | +121,137+31.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 516,551 | $3.41M | 0.66% | −1,351−0.3% | Reduced |
| Raymond James & Associates | 520,301 | $3.44M | 0.00% | +115,639+28.6% | Added |
| Price T Rowe Associates Inc | 560,116 | $3.70M | 0.00% | +24,222+4.5% | Added |
| Cerity Partners LLC | 566,773 | $3.75M | 0.01% | +9,546+1.7% | Added |
| NFP Retirement, Inc. | 575,988 | $3.81M | 0.32% | −700.0% | Reduced |
| Capital Fund Management S.A. | 603,253 | $3.99M | 0.05% | +603,253 | New |
| State Board of Administration of Florida Retirement System | 606,539 | $4.01M | 0.01% | +110,209+22.2% | Added |
| Commonwealth Equity Services, LLC | 618,955 | $4.09M | 0.01% | +10,379+1.7% | Added |
| IMC-Chicago, LLC | 687,727 | $4.55M | 0.15% | +193,087+39.0% | Added |
| New York State Common Retirement Fund | 693,887 | $4.59M | 0.01% | +69,087+11.1% | Added |
| Trexquant Investment LP | 697,049 | $4.61M | 0.07% | +697,049 | New |
| HSBC Holdings PLC | 719,243 | $4.71M | 0.00% | +554,866+337.6% | Added |
| Brighton Jones LLC | 723,985 | $4.79M | 0.16% | +9,610+1.3% | Added |
| Diversify Advisory Services, LLC | 757,344 | $4.83M | 0.26% | −200,007−20.9% | Reduced |
| CAPROCK Group, Inc. | 738,309 | $4.88M | 0.20% | −9,772−1.3% | Reduced |
| PDT Partners, LLC | 740,850 | $4.90M | 0.46% | +740,850 | New |
| Ameriprise Financial Inc | 749,018 | $4.95M | 0.00% | −87,841−10.5% | Reduced |
| Ensign Peak Advisors, Inc | 759,158 | $5.02M | 0.01% | +60,495+8.7% | Added |
| Walleye Capital LLC | 766,118 | $5.06M | 0.05% | −352,805−31.5% | Reduced |
| Moors & Cabot, Inc. | 767,665 | $5.07M | 0.27% | −15,825−2.0% | Reduced |
| Invesco Ltd. | 768,273 | $5.08M | 0.00% | +28,743+3.9% | Added |
| Parkside Investments, LLC | 791,435 | $5.23M | 0.83% | −2,775−0.3% | Reduced |
| Cresset Asset Management, LLC | 881,830 | $5.83M | 0.02% | −4,544−0.5% | Reduced |
| Cetera Investment Advisers | 912,722 | $6.03M | 0.01% | +132,740+17.0% | Added |
| Goldman Sachs Group Inc | 927,169 | $6.13M | 0.00% | −813,489−46.7% | Reduced |
| Nordea Investment Management AB | 941,232 | $6.22M | 0.01% | +101,606+12.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 955,290 | $6.31M | 0.02% | +955,290 | New |
| Rhumbline Advisers | 979,183 | $6.47M | 0.01% | +53,124+5.7% | Added |
| California State Teachers Retirement System | 981,822 | $6.49M | 0.01% | +65,922+7.2% | Added |
| Legal & General Group Plc | 988,509 | $6.53M | 0.00% | +84,889+9.4% | Added |
| GTS Securities LLC | 1,037,891 | $6.86M | 0.14% | −61,684−5.6% | Reduced |
| Kodai Capital Management LP | 1,051,239 | $6.95M | 0.13% | +1,051,239 | New |
| TownSquare Capital, LLC | 1,086,173 | $7.18M | 0.10% | +93,817+9.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,251,493 | $8.27M | 0.03% | +163,191+15.0% | Added |
| MML Investors Services, LLC | 1,294,696 | $8.56M | 0.03% | +534,998+70.4% | Added |
| California Public Employees Retirement System | 1,296,052 | $8.57M | 0.01% | −372,232−22.3% | Reduced |
| Longitude (Cayman) Ltd. | 1,311,500 | $8.67M | 13.66% | +30,000+2.3% | Added |
| HRT Financial LP | 1,336,023 | $8.83M | 0.05% | +872,623+188.3% | Added |
| Walleye Trading LLC | 1,495,597 | $9.89M | 0.19% | +15,051+1.0% | Added |
| State of Michigan Retirement System | 1,500,000 | $9.91M | 0.05% | +500,000+50.0% | Added |
| LPL Financial LLC | 1,542,395 | $10.2M | 0.01% | +182,313+13.4% | Added |
| Millennium Management LLC | 1,587,850 | $10.5M | 0.01% | +1,182,172+291.4% | Added |
| Group One Trading, L.P. | 1,662,104 | $11.0M | 0.35% | +430,637+35.0% | Added |
| Squarepoint Ops LLC | 1,709,622 | $11.3M | 0.04% | +492,544+40.5% | Added |
| Bank of America Corp | 1,785,292 | $11.8M | 0.00% | −250,603−12.3% | Reduced |
| Simplex Trading, LLC | 1,817,798 | $12.0M | 0.39% | −288,581−13.7% | Reduced |
| Rockefeller Capital Management L.P. | 1,832,367 | $12.1M | 0.03% | +836,493+84.0% | Added |
| D. E. Shaw & Co., Inc. | 1,914,223 | $12.7M | 0.02% | +1,540,312+411.9% | Added |
| Swiss National Bank | 1,973,900 | $13.0M | 0.01% | +175,500+9.8% | Added |
| UBS Asset Management Americas Inc | 2,368,972 | $15.7M | 0.00% | +1,025,308+76.3% | Added |
| Nuveen Asset Management, LLC | 2,542,832 | $16.8M | 0.00% | +62,288+2.5% | Added |
| Mizuho Markets Americas LLC | 3,045,737 | $20.1M | 0.56% | +2,440,745+403.4% | Added |
| Bank of Montreal | 3,064,086 | $20.3M | 0.01% | +2,635,894+615.6% | Added |
| Bank of New York Mellon Corp | 3,117,081 | $20.6M | 0.00% | +443,198+16.6% | Added |
| Wells Fargo & Company | 3,365,660 | $22.2M | 0.01% | +174,663+5.5% | Added |
| Citigroup Inc | 3,637,559 | $24.0M | 0.02% | +2,602,645+251.5% | Added |
| Royal Bank of Canada | 3,656,103 | $24.2M | 0.01% | +1,198,802+48.8% | Added |
| Gpi Capital, L.P. | 3,749,760 | $24.8M | 6.55% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 3,845,038 | $25.4M | 1.35% | +84,441+2.2% | Added |
| JPMorgan Chase & Co | 3,855,174 | $25.5M | 0.00% | −2,856,684−42.6% | Reduced |
| Azora Capital LP | 3,995,167 | $26.4M | 1.51% | +319,292+8.7% | Added |
| UBS Group AG | 4,094,292 | $27.1M | 0.01% | −226,280−5.2% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $27.1M | 33.81% | 00.0% | Unchanged |
| Northern Trust Corp | 4,775,669 | $31.6M | 0.01% | +565,213+13.4% | Added |
| Charles Schwab Investment Management Inc | 6,058,740 | $40.0M | 0.01% | +524,248+9.5% | Added |
| Marshall Wace, LLP | 6,357,887 | $42.0M | 0.06% | +3,593,464+130.0% | Added |
| Susquehanna International Group, LLP | 8,891,144 | $58.8M | 0.10% | −1,859,546−17.3% | Reduced |
| Jane Street Group, LLC | 9,091,058 | $60.1M | 0.07% | −297,820−3.2% | Reduced |
| 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 |
| Dimensional Fund Advisors LP | 13,083,606 | $86.5M | 0.02% | +9,482,683+263.3% | Added |
| Norges Bank | 13,952,298 | $92.2M | 0.01% | +2,521,922+22.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 14,535,772 | $96.1M | 0.85% | −1,687,427−10.4% | Reduced |
| Morgan Stanley | 15,924,316 | $105.3M | 0.01% | +847,234+5.6% | Added |
| Geode Capital Management, LLC | 17,260,278 | $114.1M | 0.01% | +1,486,263+9.4% | Added |
| State Street Corp | 17,752,323 | $117.3M | 0.01% | +1,242,854+7.5% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $205.9M | 2.52% | 00.0% | Unchanged |
| BlackRock Inc. | 45,457,402 | $300.5M | 0.01% | +3,657,745+8.8% | Added |
| Vanguard Group Inc | 90,030,057 | $595.1M | 0.01% | +7,203,800+8.7% | Added |
| Strategic Financial Concepts, LLC | 10,047 | – | – | +10,047 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,282,400−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,582,296−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,405,021−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,324,152−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −2,268,813−100.0% | Sold out |