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.
| 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 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cerity Partners LLC | 455,285 | $8.29M | 0.01% | −143,216−23.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 447,551 | $8.15M | 0.08% | +441,441+7,224.9% | Added |
| Anderson Hoagland & Co | 446,841 | $8.14M | 0.78% | +864+0.2% | Added |
| Zacks Investment Management | 446,357 | $8.13M | 0.07% | −12,864−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 443,425 | $8.07M | 0.10% | −904,254−67.1% | Reduced |
| Parkside Investments, LLC | 432,045 | $7.87M | 1.07% | +5,925+1.4% | Added |
| Mariner, LLC | 429,606 | $7.82M | 0.01% | −33,820−7.3% | Reduced |
| Cresset Asset Management, LLC | 426,925 | $7.77M | 0.04% | −2,364−0.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 424,000 | $7.72M | 0.07% | +424,000 | New |
| DnB Asset Management AS | 421,685 | $7.68M | 0.03% | −10,553−2.4% | Reduced |
| Canada Pension Plan Investment Board | 421,000 | $7.67M | 0.01% | +104,900+33.2% | Added |
| Algert Global LLC | 420,327 | $7.65M | 0.16% | +98,880+30.8% | Added |
| Federation des caisses Desjardins du Quebec | 406,442 | $7.40M | 0.03% | +87,255+27.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 404,661 | $7.37M | 0.07% | +18,830+4.9% | Added |
| Reynders McVeigh Capital Management, LLC | 403,405 | $7.35M | 0.37% | +67,799+20.2% | Added |
| Kemnay Advisory Services Inc. | 396,149 | $7.21M | 1.15% | +301,793+319.8% | Added |
| Victory Capital Management Inc | 392,160 | $7.14M | 0.00% | +39,678+11.3% | Added |
| Verition Fund Management LLC | 391,353 | $7.13M | 0.04% | −102,468−20.8% | Reduced |
| Jones Financial Companies LLLP | 398,027 | $6.84M | 0.01% | +93,890+30.9% | Added |
| Clarity Capital Partners LLC | 374,093 | $6.81M | 2.44% | −28,874−7.2% | Reduced |
| Great West Life Assurance Co | 366,347 | $6.68M | 0.01% | +117,795+47.4% | Added |
| Rakuten Securities, Inc. | 365,247 | $6.65M | 2.61% | +216,786+146.0% | Added |
| State of New Jersey Common Pension Fund D | 356,808 | $6.50M | 0.03% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 352,255 | $6.41M | 0.08% | +352,255 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 351,268 | $6.40M | 0.01% | +12,427+3.7% | Added |
| Worldquant Millennium Advisors LLC | 348,641 | $6.35M | 0.03% | +348,641 | New |
| Ensign Peak Advisors, Inc | 340,348 | $6.20M | 0.01% | −12,450−3.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 339,891 | $6.19M | 1.07% | −73,184−17.7% | Reduced |
| Blair William & Co | 335,698 | $6.11M | 0.02% | +273,972+443.9% | Added |
| Public Employees Retirement System of Ohio | 330,122 | $6.01M | 0.02% | +1,193+0.4% | Added |
| QRG Capital Management, Inc. | 328,197 | $5.98M | 0.05% | +91,582+38.7% | Added |
| Private Advisor Group, LLC | 319,649 | $5.82M | 0.03% | +40,863+14.7% | Added |
| CSS LLC | 318,513 | $5.80M | 0.37% | −11,506−3.5% | Reduced |
| Colony Group, LLC | 316,360 | $5.76M | 0.01% | +2,018+0.6% | Added |
| MML Investors Services, LLC | 310,612 | $5.66M | 0.02% | +41,593+15.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 309,777 | $5.64M | 0.01% | +33,165+12.0% | Added |
| Norris Financial Group, LLC | 308,319 | $5.61M | 2.30% | +136,137+79.1% | Added |
| Old Second National Bank of Aurora | 303,921 | $5.53M | 1.21% | −2,252−0.7% | Reduced |
| Arizona State Retirement System | 303,793 | $5.53M | 0.03% | +8,092+2.7% | Added |
| State of Wisconsin Investment Board | 298,254 | $5.43M | 0.01% | −121,288−28.9% | Reduced |
| American Century Companies Inc | 294,138 | $5.36M | 0.00% | −2,418−0.8% | Reduced |
| GWM Advisors LLC | 286,287 | $5.21M | 0.03% | +90,927+46.5% | Added |
| Nomura Holdings Inc | 282,014 | $5.14M | 0.04% | +207,711+279.5% | Added |
| Capital Fund Management S.A. | 269,277 | $4.90M | 0.05% | +269,277 | New |
| Cambridge Investment Research Advisors, Inc. | 265,957 | $4.84M | 0.01% | +7,308+2.8% | Added |
| Principal Financial Group Inc | 262,316 | $4.78M | 0.00% | +206,945+373.7% | Added |
| Teacher Retirement System of Texas | 260,873 | $4.75M | 0.02% | +13,180+5.3% | Added |
| Summit Trail Advisors, LLC | 257,524 | $4.69M | 0.08% | −8,423−3.2% | Reduced |
| Engineers Gate Manager LP | 257,112 | $4.68M | 0.06% | −472,254−64.7% | Reduced |
| Firethorn Wealth Partners, LLC | 254,507 | $4.63M | 2.01% | +25,499+11.1% | Added |
| Arrowstreet Capital, Limited Partnership | 254,425 | $4.63M | 0.00% | +254,425 | New |
| Well Done, LLC | 253,700 | $4.62M | 0.87% | +29,700+13.3% | Added |
| Handelsbanken Fonder AB | 252,900 | $4.61M | 0.02% | +7,800+3.2% | Added |
| CMG Global Holdings, LLC | 213,026 | $4.48M | 2.36% | +72,637+51.7% | Added |
| KLP Kapitalforvaltning AS | 216,400 | $3.94M | 0.02% | +7,300+3.5% | Added |
| Cookson Peirce & Co Inc | 209,909 | $3.82M | 0.17% | +135,080+180.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 200,276 | $3.72M | 0.01% | −249,813−55.5% | Reduced |
| Consolidated Investment Group LLC | 201,085 | $3.66M | 0.49% | +50,000+33.1% | Added |
| Independent Financial Group, LLC | 200,449 | $3.65M | 0.10% | +38,708+23.9% | Added |
| Prentice Capital Management, LP | 198,752 | $3.62M | 6.03% | −829−0.4% | Reduced |
| Brevan Howard Capital Management LP | 193,766 | $3.53M | 0.04% | −288,706−59.8% | Reduced |
| RFG Advisory, LLC | 192,001 | $3.50M | 0.08% | +20,603+12.0% | Added |
| Fiduciary Alliance LLC | 191,913 | $3.49M | 0.26% | +94,969+98.0% | Added |
| Macquarie Group Ltd | 179,424 | $3.27M | 0.00% | +179,424 | New |
| Oppenheimer & Co Inc | 178,605 | $3.25M | 0.04% | −63,549−26.2% | Reduced |
| Quantinno Capital Management LP | 178,569 | $3.25M | 0.01% | +48,546+37.3% | Added |
| HighTower Advisors, LLC | 175,327 | $3.19M | 0.00% | −9,156−5.0% | Reduced |
| Utah Retirement Systems | 174,505 | $3.18M | 0.03% | −795−0.5% | Reduced |
| Polen Capital Management LLC | 170,896 | $3.11M | 0.01% | +170,896 | New |
| Creative Planning | 169,059 | $3.08M | 0.00% | +43,196+34.3% | Added |
| Northwestern Mutual Wealth Management Co | 167,516 | $3.05M | 0.00% | +30,006+21.8% | Added |
| Janney Montgomery Scott LLC | 167,370 | $3.05M | 0.01% | +19,439+13.1% | Added |
| Kestra Advisory Services, LLC | 166,962 | $3.04M | 0.01% | +16,419+10.9% | Added |
| Voya Investment Management LLC | 165,836 | $3.02M | 0.00% | −18,829−10.2% | Reduced |
| Pictet Asset Management Holding SA | 163,178 | $2.96M | 0.00% | +80.0% | Added |
| Kercheville Advisors, LLC | 162,400 | $2.96M | 1.02% | +162,400 | New |
| Mfg Wealth Management, Inc. | 161,825 | $2.95M | 2.48% | +5,548+3.6% | Added |
| Warm Springs Advisors Inc. | 160,000 | $2.91M | 2.50% | 00.0% | Unchanged |
| Van Eck Associates Corp | 159,459 | $2.90M | 0.00% | −1,864−1.2% | Reduced |
| Concurrent Investment Advisors, LLC | 156,682 | $2.85M | 0.06% | −17,057−9.8% | Reduced |
| Virtu Financial LLC | 155,389 | $2.83M | 0.14% | +63,077+68.3% | Added |
| Sullivan Wood Capital Management LLC | 153,695 | $2.80M | 5.83% | +153,695 | New |
| Dark Forest Capital Management LP | 148,435 | $2.70M | 0.11% | −53,018−26.3% | Reduced |
| Burney Co | 147,136 | $2.68M | 0.09% | +557+0.4% | Added |
| Gsa Capital Partners LLP | 145,149 | $2.64M | 0.19% | +81,800+129.1% | Added |
| Qsemble Capital Management, LP | 143,810 | $2.62M | 0.25% | −53,314−27.0% | Reduced |
| Gillson Capital LP | 142,000 | $2.59M | 0.20% | +142,000 | New |
| Science & Technology Partners, L.P. | 142,000 | $2.59M | 0.68% | +142,000 | New |
| Nisa Investment Advisors, LLC | 141,700 | $2.58M | 0.01% | 00.0% | Unchanged |
| Intellus Advisors LLC | 140,923 | $2.57M | 0.38% | +15,490+12.3% | Added |
| Wealthfront Advisers LLC | 140,331 | $2.56M | 0.01% | −11,469−7.6% | Reduced |
| Belmont Capital, LLC | 140,000 | $2.55M | 0.39% | 00.0% | Unchanged |
| Intech Investment Management LLC | 139,348 | $2.54M | 0.02% | −41,450−22.9% | Reduced |
| Brendel Financial Advisors LLC | 139,110 | $2.53M | 1.42% | +139,110 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 136,520 | $2.49M | 0.01% | −1,475,180−91.5% | Reduced |
| PDT Partners, LLC | 136,102 | $2.48M | 0.14% | −112,588−45.3% | Reduced |
| LM Advisors LLC | 134,600 | $2.45M | 0.32% | −5,027−3.6% | Reduced |
| Acorn Financial Advisory Services Inc | 134,466 | $2.45M | 0.40% | −623−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 133,749 | $2.44M | 0.03% | +88,237+193.9% | Added |
| Occudo Quantitative Strategies LP | 132,926 | $2.42M | 0.27% | +51,510+63.3% | Added |