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 |
|---|---|---|---|---|---|
| PEAK6 LLC | 345,822 | $4.02M | 0.16% | +227,790+193.0% | Added |
| Victory Capital Management Inc | 352,482 | $4.10M | 0.00% | +89,503+34.0% | Added |
| Ensign Peak Advisors, Inc | 352,798 | $4.10M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 356,808 | $4.15M | 0.02% | −27,820−7.2% | Reduced |
| Anderson Hoagland & Co | 445,977 | $4.24M | 0.50% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 385,831 | $4.49M | 0.05% | +4,677+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 395,185 | $4.60M | 0.03% | +267,741+210.1% | Added |
| Edgestream Partners, L.P. | 398,552 | $4.64M | 0.16% | +271,831+214.5% | Added |
| Clarity Capital Partners LLC | 402,967 | $4.69M | 1.89% | −7,313−1.8% | Reduced |
| Twinbeech Capital LP | 405,905 | $4.72M | 0.09% | +405,905 | New |
| B & T Capital Management DBA Alpha Capital Management | 413,075 | $4.80M | 0.91% | −25,792−5.9% | Reduced |
| State of Wisconsin Investment Board | 419,542 | $4.88M | 0.01% | +93,809+28.8% | Added |
| Parkside Investments, LLC | 426,120 | $4.96M | 0.73% | −244,840−36.5% | Reduced |
| Cresset Asset Management, LLC | 429,289 | $4.99M | 0.03% | −9,292−2.1% | Reduced |
| Marex Group plc | 431,952 | $5.02M | 0.10% | +431,952 | New |
| DnB Asset Management AS | 432,238 | $5.03M | 0.02% | +142,483+49.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 450,089 | $5.23M | 0.01% | +9,932+2.3% | Added |
| Cantor Fitzgerald, L. P. | 451,751 | $5.25M | 0.20% | +451,751 | New |
| Zacks Investment Management | 459,221 | $5.34M | 0.05% | −17,985−3.8% | Reduced |
| Mariner, LLC | 463,426 | $5.39M | 0.01% | +17,490+3.9% | Added |
| Parallax Volatility Advisers, L.P. | 465,730 | $5.42M | 0.17% | +410,702+746.4% | Added |
| SBI Securities Co., Ltd. | 466,200 | $5.42M | 0.18% | +225,755+93.9% | Added |
| Janus Henderson Group PLC | 457,795 | $5.42M | 0.00% | −8,200−1.8% | Reduced |
| IMC-Chicago, LLC | 470,248 | $5.47M | 0.21% | +214,542+83.9% | Added |
| Entropy Technologies, LP | 473,935 | $5.51M | 0.54% | +140,509+42.1% | Added |
| Brevan Howard Capital Management LP | 482,472 | $5.61M | 0.16% | +182,867+61.0% | Added |
| Treasurer of the State of North Carolina | 488,797 | $5.68M | 0.02% | +23,880+5.1% | Added |
| Verition Fund Management LLC | 493,821 | $5.74M | 0.03% | +45,905+10.2% | Added |
| Advisor Group Holdings, Inc. | 494,081 | $5.75M | 0.01% | +111,249+29.1% | Added |
| Cetera Investment Advisers | 538,257 | $6.26M | 0.01% | +18,213+3.5% | Added |
| Commonwealth Equity Services, LLC | 544,277 | $6.33M | 0.01% | +66,892+14.0% | Added |
| New York State Common Retirement Fund | 556,987 | $6.48M | 0.01% | +13,000+2.4% | Added |
| NFP Retirement, Inc. | 572,437 | $6.66M | 0.53% | −3,550−0.6% | Reduced |
| AQR Capital Management LLC | 609,266 | $6.90M | 0.01% | −26,328−4.1% | Reduced |
| Cerity Partners LLC | 598,501 | $6.96M | 0.01% | +90,882+17.9% | Added |
| Contrarius Group Holdings Ltd | 601,272 | $6.99M | 0.48% | +601,272 | New |
| Baltimore-Washington Financial Advisors, Inc. | 604,931 | $7.04M | 0.37% | +12,001+2.0% | Added |
| Raymond James Financial Inc | 619,902 | $7.21M | 0.00% | −320,266−34.1% | Reduced |
| Squarepoint Ops LLC | 643,513 | $7.48M | 0.02% | −2,955,042−82.1% | Reduced |
| Moors & Cabot, Inc. | 708,679 | $8.24M | 0.42% | +36,084+5.4% | Added |
| Brighton Jones LLC | 718,476 | $8.36M | 0.27% | −812−0.1% | Reduced |
| Engineers Gate Manager LP | 729,366 | $8.48M | 0.14% | +630,007+634.1% | Added |
| Ameriprise Financial Inc | 743,699 | $8.65M | 0.00% | +46,900+6.7% | Added |
| Walleye Trading LLC | 755,098 | $8.78M | 0.25% | −67,575−8.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 818,819 | $9.52M | 0.02% | −21,283−2.5% | Reduced |
| Sierra Summit Advisors LLC | 835,380 | $9.72M | 2.10% | +835,380 | New |
| Barclays PLC | 840,637 | $9.78M | 0.00% | −241,852−22.3% | Reduced |
| Price T Rowe Associates Inc | 869,763 | $10.1M | 0.00% | −648,378−42.7% | Reduced |
| TownSquare Capital, LLC | 871,680 | $10.1M | 0.11% | +106,283+13.9% | Added |
| Invesco Ltd. | 911,464 | $10.6M | 0.00% | −497,337−35.3% | Reduced |
| Nordea Investment Management AB | 936,596 | $10.6M | 0.01% | +38,129+4.2% | Added |
| State Board of Administration of Florida Retirement System | 919,749 | $10.7M | 0.02% | +47,340+5.4% | Added |
| FORA Capital, LLC | 937,942 | $10.9M | 1.11% | +270,664+40.6% | Added |
| California State Teachers Retirement System | 975,357 | $11.3M | 0.01% | +24,500+2.6% | Added |
| Trexquant Investment LP | 1,026,493 | $11.9M | 0.14% | +408,662+66.1% | Added |
| Twin Tree Management, LP | 1,030,582 | $12.0M | 0.26% | −219,640−17.6% | Reduced |
| Simplex Trading, LLC | 1,074,410 | $12.5M | 0.44% | +515,627+92.3% | Added |
| Rhumbline Advisers | 1,075,817 | $12.5M | 0.01% | +42,215+4.1% | Added |
| Legal & General Group Plc | 1,140,515 | $13.3M | 0.00% | +110,245+10.7% | Added |
| Diversify Advisory Services, LLC | 1,047,039 | $13.9M | 0.87% | +416,869+66.2% | Added |
| Tudor Investment Corp Et Al | 1,294,546 | $15.1M | 0.13% | −1,036,948−44.5% | Reduced |
| FMR LLC | 1,341,269 | $15.6M | 0.00% | +344,254+34.5% | Added |
| ExodusPoint Capital Management, LP | 1,347,679 | $15.7M | 0.21% | +1,347,679 | New |
| State of Michigan Retirement System | 1,500,000 | $17.4M | 0.10% | 00.0% | Unchanged |
| Millennium Management LLC | 1,608,358 | $18.7M | 0.02% | −254,003−13.6% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 1,611,700 | $18.7M | 0.08% | −1,118,050−41.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,646,417 | $19.1M | 0.05% | +1,071,915+186.6% | Added |
| HRT Financial LP | 1,651,030 | $19.2M | 0.12% | +955,396+137.3% | Added |
| Alliancebernstein L.P. | 1,713,527 | $19.9M | 0.01% | +426,829+33.2% | Added |
| California Public Employees Retirement System | 1,714,319 | $19.9M | 0.01% | +89,869+5.5% | Added |
| Group One Trading, L.P. | 1,743,575 | $20.3M | 0.84% | +662,680+61.3% | Added |
| Aquatic Capital Management LLC | 1,769,134 | $20.6M | 0.52% | +31,811+1.8% | Added |
| LPL Financial LLC | 1,812,630 | $21.1M | 0.01% | +209,290+13.1% | Added |
| Swiss National Bank | 1,997,300 | $23.2M | 0.02% | +5,600+0.3% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 2,024,409 | $23.5M | 0.24% | −7,366,793−78.4% | Reduced |
| Goldman Sachs Group Inc | 2,220,613 | $25.8M | 0.00% | +263,032+13.4% | Added |
| Azora Capital LP | 2,252,335 | $26.2M | 1.78% | −2,167,010−49.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 2,626,652 | $30.5M | 0.39% | −5,106,191−66.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,626,652 | $30.5M | 0.02% | −5,106,191−66.0% | Reduced |
| UBS Asset Management Americas Inc | 2,725,268 | $31.7M | 0.01% | +205,908+8.2% | Added |
| Man Group plc | 2,946,688 | $34.3M | 0.10% | +2,498,228+557.1% | Added |
| Mizuho Markets Americas LLC | 3,187,944 | $37.1M | 0.80% | +279,855+9.6% | Added |
| Bank of New York Mellon Corp | 3,261,225 | $37.9M | 0.01% | +37,855+1.2% | Added |
| First Trust Advisors LP | 3,275,474 | $38.1M | 0.03% | +588,807+21.9% | Added |
| Citigroup Inc | 3,290,972 | $38.3M | 0.03% | −75,088−2.2% | Reduced |
| Balyasny Asset Management LLC | 3,341,479 | $38.9M | 0.10% | +3,341,479 | New |
| BNP Paribas Arbitrage, SA | 3,373,361 | $39.2M | 0.03% | −3,927,011−53.8% | Reduced |
| Royal Bank of Canada | 3,426,725 | $39.9M | 0.01% | −136,399−3.8% | Reduced |
| Patient Capital Management, LLC | 3,534,865 | $41.1M | 2.11% | −716,815−16.9% | Reduced |
| Bank of Montreal | 3,651,264 | $42.5M | 0.02% | +100,268+2.8% | Added |
| Nuveen, LLC | 4,094,223 | $47.6M | 0.01% | +4,094,223 | New |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $47.7M | 68.51% | 00.0% | Unchanged |
| Marshall Wace, LLP | 4,248,329 | $49.4M | 0.07% | +4,142,382+3,909.9% | Added |
| JPMorgan Chase & Co | 4,301,164 | $50.0M | 0.00% | +3,555,308+476.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,339,349 | $50.5M | 0.05% | +1,598,721+58.3% | Added |
| Jane Street Group, LLC | 4,859,907 | $56.5M | 0.10% | −1,124,894−18.8% | Reduced |
| Wells Fargo & Company | 5,954,345 | $69.2M | 0.02% | −1,204,268−16.8% | Reduced |
| Northern Trust Corp | 5,987,994 | $69.6M | 0.01% | −64,307−1.1% | Reduced |
| Qube Research & Technologies Ltd | 6,288,743 | $73.1M | 0.11% | +6,098,294+3,202.1% | Added |
| Charles Schwab Investment Management Inc | 6,472,726 | $75.3M | 0.01% | +159,109+2.5% | Added |