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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 2025

Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
745
+36 vs. Q1 2025
Shares held
575.5M
+54.6M (+10.5%) vs. Q1 2025
Total value
$10.5B
+$4.43B (+73.1%) vs. Q1 2025
New holders
118
312 more added
Sold out
82
204 more reduced

7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 745 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ2 2025: $10.5B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2025.

Institutions holding SOFI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Amundi0$00.00%−4,812−100.0%Sold out
Byrne Asset Management LLC0$00.00%−3,872−100.0%Sold out
Quadrant Capital Group LLC0$00.00%−2,487−100.0%Sold out
Boston Private Wealth LLC0$00.00%−2,447−100.0%Sold out
NewSquare Capital LLC0$00.00%−2,000−100.0%Sold out
Glass Jacobson Investment Advisors llc0$00.00%−1,300−100.0%Sold out
Kiker Wealth Management, LLC0$00.00%−1,587−100.0%Sold out
Capital A Wealth Management, LLC0$00.00%−1,465−100.0%Sold out
Quent Capital, LLC0$00.00%−725−100.0%Sold out
Compass Wealth Management LLC0$00.00%−660−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−640−100.0%Sold out
Continuum Advisory, LLC0$00.00%−626−100.0%Sold out
Stonebridge Financial Group, LLC0$00.00%−600−100.0%Sold out
Armstrong Advisory Group, Inc0$00.00%−250−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−200−100.0%Sold out
Nalls Sherbakoff Group, LLC0$00.00%−200−100.0%Sold out
Ameriflex Group, Inc.0$00.00%−164−100.0%Sold out
West Oak Capital, LLC0$00.00%−127−100.0%Sold out
Cordant, Inc.0$00.00%−125−100.0%Sold out
UMA Financial Services, Inc.0$00.00%−107−100.0%Sold out
Bessemer Group Inc0$00.00%−64−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−62−100.0%Sold out
Richards, Merrill & Peterson, Inc.0$00.00%−58−100.0%Sold out
Beacon Capital Management, LLC0$00.00%−25−100.0%Sold out
Creative Financial Designs Inc0$00.00%−10−100.0%Sold out
High Note Wealth, LLC0$00.00%−9−100.0%Sold out
Ulland Investment Advisors, LLC0$00.00%−5−100.0%Sold out
CAPROCK Group, Inc.––––Not filed
Orion Portfolio Solutions, LLC––––Not filed
Coordinated Financial Services, Inc.––––Not filed
Concorde Asset Management, LLC––––Not filed
Credit Agricole S A––––Not filed
Lindbrook Capital, LLC––––Not filed
Sandy Spring Bank––––Not filed