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 2025
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2025. 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
- 716
- +23 vs. Q4 2024
- Shares held
- 521.2M
- +2.02M (+0.4%) vs. Q4 2024
- Total value
- $6.06B
- −$1.93B (−24.1%) vs. Q4 2024
- New holders
- 129
- 287 more added
- Sold out
- 106
- 198 more reduced
12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 99,467,295 | $1.16B | 0.02% | +1,130,250+1.1% | Added |
| BlackRock, Inc. | 47,499,894 | $552.4M | 0.01% | +204,468+0.4% | Added |
| D. E. Shaw & Co., Inc. | 35,079,448 | $408.0M | 0.48% | +3,761,111+12.0% | Added |
| Geode Capital Management, LLC | 19,051,115 | $221.6M | 0.02% | +1,116,132+6.2% | Added |
| State Street Corp | 18,728,173 | $217.8M | 0.01% | −33,156−0.2% | Reduced |
| UBS Group AG | 14,429,797 | $167.8M | 0.04% | +1,890,805+15.1% | Added |
| Morgan Stanley | 13,764,954 | $160.1M | 0.01% | +212,788+1.6% | Added |
| Bank of America Corp | 11,515,084 | $133.9M | 0.01% | +5,537,614+92.6% | Added |
| Renaissance Technologies LLC | 11,102,300 | $129.1M | 0.20% | +4,459,600+67.1% | Added |
| Susquehanna International Group, LLP | 9,811,855 | $114.1M | 0.19% | +3,651,928+59.3% | Added |
| Two Sigma Investments, LP | 9,501,392 | $110.5M | 0.24% | −6,365,363−40.1% | Reduced |
| Two Sigma Advisers, LP | 9,435,100 | $109.7M | 0.25% | −10,044,100−51.6% | Reduced |
| Dimensional Fund Advisors LP | 9,056,263 | $105.3M | 0.03% | −5,254,503−36.7% | Reduced |
| Voloridge Investment Management, LLC | 8,590,743 | $99.9M | 0.37% | +3,711,601+76.1% | Added |
| Norges Bank | 8,371,082 | $97.4M | 0.01% | +1,638,722+24.3% | Added |
| Citadel Advisors LLC | 8,066,997 | $93.8M | 0.09% | +2,563,026+46.6% | Added |
| Charles Schwab Investment Management Inc | 6,472,726 | $75.3M | 0.01% | +159,109+2.5% | Added |
| Qube Research & Technologies Ltd | 6,288,743 | $73.1M | 0.11% | +6,098,294+3,202.1% | Added |
| Northern Trust Corp | 5,987,994 | $69.6M | 0.01% | −64,307−1.1% | Reduced |
| Wells Fargo & Company | 5,954,345 | $69.2M | 0.02% | −1,204,268−16.8% | Reduced |
| Jane Street Group, LLC | 4,859,907 | $56.5M | 0.10% | −1,124,894−18.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,339,349 | $50.5M | 0.05% | +1,598,721+58.3% | Added |
| JPMorgan Chase & Co | 4,301,164 | $50.0M | 0.00% | +3,555,308+476.7% | Added |
| Marshall Wace, LLP | 4,248,329 | $49.4M | 0.07% | +4,142,382+3,909.9% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $47.7M | 68.51% | 00.0% | Unchanged |
| Nuveen, LLC | 4,094,223 | $47.6M | 0.01% | +4,094,223 | New |
| Bank of Montreal | 3,651,264 | $42.5M | 0.02% | +100,268+2.8% | Added |
| Patient Capital Management, LLC | 3,534,865 | $41.1M | 2.11% | −716,815−16.9% | Reduced |
| Royal Bank of Canada | 3,426,725 | $39.9M | 0.01% | −136,399−3.8% | Reduced |
| BNP Paribas Arbitrage, SA | 3,373,361 | $39.2M | 0.03% | −3,927,011−53.8% | Reduced |
| Balyasny Asset Management LLC | 3,341,479 | $38.9M | 0.10% | +3,341,479 | New |
| Citigroup Inc | 3,290,972 | $38.3M | 0.03% | −75,088−2.2% | Reduced |
| First Trust Advisors LP | 3,275,474 | $38.1M | 0.03% | +588,807+21.9% | Added |
| Bank of New York Mellon Corp | 3,261,225 | $37.9M | 0.01% | +37,855+1.2% | Added |
| Mizuho Markets Americas LLC | 3,187,944 | $37.1M | 0.80% | +279,855+9.6% | Added |
| Man Group plc | 2,946,688 | $34.3M | 0.10% | +2,498,228+557.1% | Added |
| UBS Asset Management Americas Inc | 2,725,268 | $31.7M | 0.01% | +205,908+8.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,626,652 | $30.5M | 0.02% | −5,106,191−66.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,626,652 | $30.5M | 0.39% | −5,106,191−66.0% | Reduced |
| Azora Capital LP | 2,252,335 | $26.2M | 1.78% | −2,167,010−49.0% | Reduced |
| Goldman Sachs Group Inc | 2,220,613 | $25.8M | 0.00% | +263,032+13.4% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,024,409 | $23.5M | 0.24% | −7,366,793−78.4% | Reduced |
| Swiss National Bank | 1,997,300 | $23.2M | 0.02% | +5,600+0.3% | Added |
| LPL Financial LLC | 1,812,630 | $21.1M | 0.01% | +209,290+13.1% | Added |
| Aquatic Capital Management LLC | 1,769,134 | $20.6M | 0.52% | +31,811+1.8% | Added |
| Group One Trading, L.P. | 1,743,575 | $20.3M | 0.84% | +662,680+61.3% | Added |
| California Public Employees Retirement System | 1,714,319 | $19.9M | 0.01% | +89,869+5.5% | Added |
| Alliancebernstein L.P. | 1,713,527 | $19.9M | 0.01% | +426,829+33.2% | Added |
| HRT Financial LP | 1,651,030 | $19.2M | 0.12% | +955,396+137.3% | Added |
| Rockefeller Capital Management L.P. | 1,646,417 | $19.1M | 0.05% | +1,071,915+186.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 1,611,700 | $18.7M | 0.08% | −1,118,050−41.0% | Reduced |
| Millennium Management LLC | 1,608,358 | $18.7M | 0.02% | −254,003−13.6% | Reduced |
| State of Michigan Retirement System | 1,500,000 | $17.4M | 0.10% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 1,347,679 | $15.7M | 0.21% | +1,347,679 | New |
| FMR LLC | 1,341,269 | $15.6M | 0.00% | +344,254+34.5% | Added |
| Tudor Investment Corp Et Al | 1,294,546 | $15.1M | 0.13% | −1,036,948−44.5% | Reduced |
| Diversify Advisory Services, LLC | 1,047,039 | $13.9M | 0.87% | +416,869+66.2% | Added |
| Legal & General Group Plc | 1,140,515 | $13.3M | 0.00% | +110,245+10.7% | Added |
| Rhumbline Advisers | 1,075,817 | $12.5M | 0.01% | +42,215+4.1% | Added |
| Simplex Trading, LLC | 1,074,410 | $12.5M | 0.44% | +515,627+92.3% | Added |
| Twin Tree Management, LP | 1,030,582 | $12.0M | 0.26% | −219,640−17.6% | Reduced |
| Trexquant Investment LP | 1,026,493 | $11.9M | 0.14% | +408,662+66.1% | Added |
| California State Teachers Retirement System | 975,357 | $11.3M | 0.01% | +24,500+2.6% | Added |
| FORA Capital, LLC | 937,942 | $10.9M | 1.11% | +270,664+40.6% | Added |
| State Board of Administration of Florida Retirement System | 919,749 | $10.7M | 0.02% | +47,340+5.4% | Added |
| Nordea Investment Management AB | 936,596 | $10.6M | 0.01% | +38,129+4.2% | Added |
| Invesco Ltd. | 911,464 | $10.6M | 0.00% | −497,337−35.3% | Reduced |
| TownSquare Capital, LLC | 871,680 | $10.1M | 0.11% | +106,283+13.9% | Added |
| Price T Rowe Associates Inc | 869,763 | $10.1M | 0.00% | −648,378−42.7% | Reduced |
| Barclays PLC | 840,637 | $9.78M | 0.00% | −241,852−22.3% | Reduced |
| Sierra Summit Advisors LLC | 835,380 | $9.72M | 2.10% | +835,380 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 818,819 | $9.52M | 0.02% | −21,283−2.5% | Reduced |
| Walleye Trading LLC | 755,098 | $8.78M | 0.25% | −67,575−8.2% | Reduced |
| Ameriprise Financial Inc | 743,699 | $8.65M | 0.00% | +46,900+6.7% | Added |
| Engineers Gate Manager LP | 729,366 | $8.48M | 0.14% | +630,007+634.1% | Added |
| Brighton Jones LLC | 718,476 | $8.36M | 0.27% | −812−0.1% | Reduced |
| Moors & Cabot, Inc. | 708,679 | $8.24M | 0.42% | +36,084+5.4% | Added |
| Squarepoint Ops LLC | 643,513 | $7.48M | 0.02% | −2,955,042−82.1% | Reduced |
| Raymond James Financial Inc | 619,902 | $7.21M | 0.00% | −320,266−34.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 604,931 | $7.04M | 0.37% | +12,001+2.0% | Added |
| Contrarius Group Holdings Ltd | 601,272 | $6.99M | 0.48% | +601,272 | New |
| Cerity Partners LLC | 598,501 | $6.96M | 0.01% | +90,882+17.9% | Added |
| AQR Capital Management LLC | 609,266 | $6.90M | 0.01% | −26,328−4.1% | Reduced |
| NFP Retirement, Inc. | 572,437 | $6.66M | 0.53% | −3,550−0.6% | Reduced |
| New York State Common Retirement Fund | 556,987 | $6.48M | 0.01% | +13,000+2.4% | Added |
| Commonwealth Equity Services, LLC | 544,277 | $6.33M | 0.01% | +66,892+14.0% | Added |
| Cetera Investment Advisers | 538,257 | $6.26M | 0.01% | +18,213+3.5% | Added |
| Advisor Group Holdings, Inc. | 494,081 | $5.75M | 0.01% | +111,249+29.1% | Added |
| Verition Fund Management LLC | 493,821 | $5.74M | 0.03% | +45,905+10.2% | Added |
| Treasurer of the State of North Carolina | 488,797 | $5.68M | 0.02% | +23,880+5.1% | Added |
| Brevan Howard Capital Management LP | 482,472 | $5.61M | 0.16% | +182,867+61.0% | Added |
| Entropy Technologies, LP | 473,935 | $5.51M | 0.54% | +140,509+42.1% | Added |
| IMC-Chicago, LLC | 470,248 | $5.47M | 0.21% | +214,542+83.9% | Added |
| Janus Henderson Group PLC | 457,795 | $5.42M | 0.00% | −8,200−1.8% | Reduced |
| SBI Securities Co., Ltd. | 466,200 | $5.42M | 0.18% | +225,755+93.9% | Added |
| Parallax Volatility Advisers, L.P. | 465,730 | $5.42M | 0.17% | +410,702+746.4% | Added |
| Mariner, LLC | 463,426 | $5.39M | 0.01% | +17,490+3.9% | Added |
| Zacks Investment Management | 459,221 | $5.34M | 0.05% | −17,985−3.8% | Reduced |
| Cantor Fitzgerald, L. P. | 451,751 | $5.25M | 0.20% | +451,751 | New |
| Wealth Enhancement Advisory Services, LLC | 450,089 | $5.23M | 0.01% | +9,932+2.3% | Added |