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, Q3 2024
Institutional positions in SoFi Technologies, Inc. as of Sep 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
- 626
- +38 vs. Q2 2024
- Shares held
- 505.7M
- +100.5M (+24.8%) vs. Q2 2024
- Total value
- $3.97B
- +$1.30B (+48.4%) vs. Q2 2024
- New holders
- 110
- 228 more added
- Sold out
- 72
- 161 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 89,438,166 | $703.0M | 0.01% | −591,891−0.7% | Reduced |
| BlackRock, Inc. | 45,438,167 | $357.1M | 0.01% | +45,438,167 | New |
| Silver Lake Group, L.L.C. | 31,154,165 | $244.9M | 2.75% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 24,716,612 | $194.3M | 0.05% | +11,633,006+88.9% | Added |
| State Street Corp | 18,062,855 | $142.0M | 0.01% | +310,532+1.7% | Added |
| Geode Capital Management, LLC | 17,619,084 | $138.5M | 0.01% | +358,806+2.1% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,612,563 | $99.1M | 0.91% | −1,923,209−13.2% | Reduced |
| Norges Bank | 11,944,372 | $93.9M | 0.01% | −2,007,926−14.4% | Reduced |
| Morgan Stanley | 11,932,601 | $93.8M | 0.01% | −3,991,715−25.1% | Reduced |
| Renaissance Technologies LLC | 11,390,900 | $89.5M | 0.13% | +11,390,900 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,046,261 | $79.0M | 0.05% | −1,411,679−12.3% | Reduced |
| Nikko Asset Management Americas, Inc. | 10,037,046 | $78.9M | 0.89% | −1,420,894−12.4% | Reduced |
| Marshall Wace, LLP | 8,393,313 | $66.0M | 0.09% | +2,035,426+32.0% | Added |
| JPMorgan Chase & Co | 7,472,375 | $58.7M | 0.00% | +3,617,201+93.8% | Added |
| Millennium Management LLC | 7,141,578 | $56.1M | 0.05% | +5,553,728+349.8% | Added |
| Charles Schwab Investment Management Inc | 6,145,837 | $48.3M | 0.01% | +87,097+1.4% | Added |
| Citadel Advisors LLC | 5,977,493 | $47.0M | 0.05% | +5,732,074+2,335.6% | Added |
| Patient Capital Management, LLC | 5,795,687 | $45.6M | 2.24% | +1,950,649+50.7% | Added |
| Bank of America Corp | 5,709,362 | $44.9M | 0.00% | +3,924,070+219.8% | Added |
| Jane Street Group, LLC | 5,411,517 | $42.5M | 0.07% | −3,679,541−40.5% | Reduced |
| Wells Fargo & Company | 5,334,025 | $41.9M | 0.01% | +1,968,365+58.5% | Added |
| Susquehanna International Group, LLP | 5,009,380 | $39.4M | 0.07% | −3,881,764−43.7% | Reduced |
| Northern Trust Corp | 4,930,751 | $38.8M | 0.01% | +155,082+3.2% | Added |
| Azora Capital LP | 4,348,068 | $34.2M | 1.84% | +352,901+8.8% | Added |
| Royal Bank of Canada | 4,194,673 | $33.0M | 0.01% | +538,570+14.7% | Added |
| Nuveen Asset Management, LLC | 4,141,674 | $32.6M | 0.01% | +1,598,842+62.9% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $32.3M | 50.01% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 3,940,340 | $31.0M | 0.15% | +2,688,847+214.9% | Added |
| Citigroup Inc | 3,792,142 | $29.8M | 0.03% | +154,583+4.2% | Added |
| Gpi Capital, L.P. | 3,749,760 | $29.5M | 8.70% | 00.0% | Unchanged |
| UBS Group AG | 3,504,335 | $27.5M | 0.01% | −589,957−14.4% | Reduced |
| Bank of New York Mellon Corp | 3,215,152 | $25.3M | 0.00% | +98,071+3.1% | Added |
| Bank of Montreal | 3,155,020 | $25.1M | 0.01% | +90,934+3.0% | Added |
| Mizuho Markets Americas LLC | 2,942,737 | $23.1M | 0.57% | −103,000−3.4% | Reduced |
| Two Sigma Investments, LP | 2,923,327 | $23.0M | 0.05% | +2,923,327 | New |
| Balyasny Asset Management LLC | 2,750,733 | $21.6M | 0.06% | +2,714,220+7,433.6% | Added |
| Cubist Systematic Strategies, LLC | 2,479,584 | $19.5M | 0.29% | +2,479,584 | New |
| Group One Trading, L.P. | 2,276,396 | $17.9M | 0.71% | +614,292+37.0% | Added |
| HRT Financial LP | 2,263,889 | $17.8M | 0.09% | +927,866+69.4% | Added |
| Rockefeller Capital Management L.P. | 2,209,266 | $17.4M | 0.05% | +376,899+20.6% | Added |
| UBS Asset Management Americas Inc | 2,139,142 | $16.8M | 0.00% | −229,830−9.7% | Reduced |
| Davenport & Co LLC | 2,075,121 | $16.3M | 0.10% | +2,019,895+3,657.5% | Added |
| Quadrature Capital Ltd | 2,036,104 | $16.0M | 0.36% | +2,036,104 | New |
| Swiss National Bank | 1,960,500 | $15.4M | 0.01% | −13,400−0.7% | Reduced |
| LPL Financial LLC | 1,625,791 | $12.8M | 0.01% | +83,396+5.4% | Added |
| D. E. Shaw & Co., Inc. | 1,573,418 | $12.4M | 0.02% | −340,805−17.8% | Reduced |
| State of Michigan Retirement System | 1,500,000 | $11.8M | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 1,489,932 | $11.7M | 0.04% | +195,236+15.1% | Added |
| Price T Rowe Associates Inc | 1,476,893 | $11.6M | 0.00% | +916,777+163.7% | Added |
| Walleye Trading LLC | 1,385,877 | $10.9M | 0.26% | −109,720−7.3% | Reduced |
| Kodai Capital Management LP | 1,330,749 | $10.5M | 0.22% | +279,510+26.6% | Added |
| California Public Employees Retirement System | 1,301,483 | $10.2M | 0.01% | +5,431+0.4% | Added |
| Squarepoint Ops LLC | 1,298,196 | $10.2M | 0.03% | −411,426−24.1% | Reduced |
| Longitude (Cayman) Ltd. | 1,276,500 | $10.0M | 14.38% | −35,000−2.7% | Reduced |
| Simplex Trading, LLC | 1,257,779 | $9.89M | 0.33% | −560,019−30.8% | Reduced |
| Goldman Sachs Group Inc | 1,231,595 | $9.68M | 0.00% | +304,426+32.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,228,302 | $9.65M | 0.01% | +718,798+141.1% | Added |
| Diversify Advisory Services, LLC | 813,589 | $8.61M | 0.46% | +56,245+7.4% | Added |
| GTS Securities LLC | 1,057,698 | $8.31M | 0.17% | +19,807+1.9% | Added |
| Legal & General Group Plc | 1,030,455 | $8.10M | 0.00% | +41,946+4.2% | Added |
| Mark Asset Management LP | 1,017,847 | $8.00M | 0.99% | +677,193+198.8% | Added |
| Rhumbline Advisers | 995,710 | $7.83M | 0.01% | +16,527+1.7% | Added |
| California State Teachers Retirement System | 952,518 | $7.49M | 0.01% | −29,304−3.0% | Reduced |
| TownSquare Capital, LLC | 928,446 | $7.30M | 0.09% | −157,727−14.5% | Reduced |
| Nordea Investment Management AB | 887,961 | $7.04M | 0.01% | −53,271−5.7% | Reduced |
| Cresset Asset Management, LLC | 888,148 | $6.98M | 0.03% | +6,318+0.7% | Added |
| Moors & Cabot, Inc. | 853,690 | $6.71M | 0.33% | +86,025+11.2% | Added |
| Capital Fund Management S.A. | 838,487 | $6.59M | 0.07% | +235,234+39.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 815,855 | $6.41M | 0.01% | −139,435−14.6% | Reduced |
| Cetera Investment Advisers | 802,296 | $6.31M | 0.01% | −110,426−12.1% | Reduced |
| Ardmore Road Asset Management LP | 800,000 | $6.29M | 0.81% | +800,000 | New |
| Verition Fund Management LLC | 776,040 | $6.10M | 0.04% | +360,950+87.0% | Added |
| Invesco Ltd. | 762,807 | $6.00M | 0.00% | −5,466−0.7% | Reduced |
| AlphaStar Capital Management, LLC | 753,098 | $5.92M | 0.47% | +753,098 | New |
| Parkside Investments, LLC | 752,010 | $5.91M | 0.89% | −39,425−5.0% | Reduced |
| PDT Partners, LLC | 740,590 | $5.82M | 0.52% | −2600.0% | Reduced |
| CAPROCK Group, Inc. | 727,113 | $5.72M | 0.21% | −11,196−1.5% | Reduced |
| Cerity Partners LLC | 705,371 | $5.54M | 0.01% | +138,598+24.5% | Added |
| Brighton Jones LLC | 705,007 | $5.54M | 0.21% | −18,978−2.6% | Reduced |
| Ameriprise Financial Inc | 669,432 | $5.26M | 0.00% | −79,586−10.6% | Reduced |
| Commonwealth Equity Services, LLC | 634,461 | $4.99M | 0.01% | +15,506+2.5% | Added |
| Brevan Howard Capital Management LP | 623,925 | $4.90M | 0.24% | +533,214+587.8% | Added |
| State Board of Administration of Florida Retirement System | 606,539 | $4.77M | 0.01% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 575,988 | $4.53M | 0.37% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 568,987 | $4.47M | 0.01% | −124,900−18.0% | Reduced |
| Atria Wealth Solutions, Inc. | 548,435 | $4.31M | 0.05% | +81,426+17.4% | Added |
| Walleye Capital LLC | 542,394 | $4.26M | 0.05% | −223,724−29.2% | Reduced |
| Raymond James & Associates | 531,363 | $4.18M | 0.00% | +11,062+2.1% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 525,151 | $4.13M | 0.22% | +20,188+4.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 503,752 | $3.96M | 0.74% | −12,799−2.5% | Reduced |
| AQR Capital Management LLC | 494,441 | $3.89M | 0.01% | +379,255+329.3% | Added |
| Mariner, LLC | 489,399 | $3.85M | 0.01% | +91,677+23.1% | Added |
| Janus Henderson Group PLC | 479,495 | $3.77M | 0.00% | +26,768+5.9% | Added |
| Zacks Investment Management | 479,180 | $3.77M | 0.03% | +479,180 | New |
| Anderson Hoagland & Co | 445,977 | $3.74M | 0.38% | 00.0% | Unchanged |
| Barclays PLC | 462,485 | $3.64M | 0.00% | +23,766+5.4% | Added |
| Treasurer of the State of North Carolina | 450,217 | $3.54M | 0.01% | +1,840+0.4% | Added |
| Segall Bryant & Hamill, LLC | 449,135 | $3.53M | 0.05% | −18,381−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 445,108 | $3.50M | 0.01% | −24,952−5.3% | Reduced |
| Clarity Capital Partners LLC | 442,044 | $3.47M | 2.05% | +6,864+1.6% | Added |