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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 49,415 | $899.8K | 0.02% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 49,258 | $897.0K | 0.43% | +12,633+34.5% | Added |
| Omers Administration Corp | 49,000 | $892.3K | 0.01% | +49,000 | New |
| Davenport & Co LLC | 47,717 | $868.9K | 0.00% | −470−1.0% | Reduced |
| Pathway Financial Advisers, LLC | 47,319 | $861.7K | 0.28% | +537+1.1% | Added |
| Compass Capital Corp | 40,790 | $851.1K | 0.40% | +29,530+262.3% | Added |
| 111 Capital | 46,319 | $843.5K | 0.15% | +46,319 | New |
| Davy Global Fund Management Ltd | 46,131 | $840.0K | 0.07% | +46,131 | New |
| Neuberger Berman Group LLC | 45,979 | $837.3K | 0.00% | +836+1.9% | Added |
| Polymer Capital Management (HK) LTD | 45,274 | $824.4K | 0.13% | +45,274 | New |
| Fortis Capital Advisors, LLC | 44,567 | $811.6K | 0.15% | +44,567 | New |
| Forum Financial Management, LP | 43,769 | $797.0K | 0.01% | +2,372+5.7% | Added |
| Graham Capital Management, L.P. | 43,686 | $795.5K | 0.02% | +43,686 | New |
| Susquehanna Advisors Group, Inc. | 43,492 | $792.0K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 33,850 | $764.3K | 0.01% | −19,435−36.5% | Reduced |
| Captrust Financial Advisors | 41,230 | $750.8K | 0.00% | +4,877+13.4% | Added |
| Mainstay Capital Management LLC | 41,216 | $750.5K | 0.04% | +21,957+114.0% | Added |
| Quest Partners LLC | 40,859 | $744.0K | 0.07% | +40,859 | New |
| Drive Wealth Management, LLC | 40,546 | $738.3K | 0.16% | +563+1.4% | Added |
| Perigon Wealth Management, LLC | 39,290 | $715.5K | 0.02% | −57−0.1% | Reduced |
| Vise Technologies, Inc. | 39,031 | $710.8K | 0.03% | +39,031 | New |
| Empowered Funds, LLC | 38,166 | $695.0K | 0.01% | +5,040+15.2% | Added |
| US Bancorp | 37,369 | $680.5K | 0.00% | −5,017−11.8% | Reduced |
| Lakeshore Financial Planning, Inc. | 36,515 | $664.9K | 0.27% | −17,200−32.0% | Reduced |
| McGuire Investment Group, LLC | 35,950 | $654.6K | 0.08% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 35,909 | $652.0K | 0.00% | −27,571−43.4% | Reduced |
| VGI Partners Ltd | 34,513 | $628.5K | 0.05% | +34,513 | New |
| Capital Performance Advisors LLP | 34,383 | $626.1K | 0.12% | +336+1.0% | Added |
| Trexquant Investment LP | 34,190 | $622.6K | 0.01% | −992,303−96.7% | Reduced |
| Freestone Capital Holdings, LLC | 33,866 | $616.7K | 0.02% | +3,905+13.0% | Added |
| Walleye Capital LLC | 33,759 | $614.8K | 0.01% | −263,895−88.7% | Reduced |
| Valeo Financial Advisors, LLC | 33,380 | $607.8K | 0.01% | −369−1.1% | Reduced |
| Umb Bank N A | 33,191 | $604.4K | 0.01% | +36+0.1% | Added |
| Level Four Advisory Services, LLC | 33,050 | $601.8K | 0.02% | −805−2.4% | Reduced |
| Jefferies Financial Group Inc. | 32,600 | $593.6K | 0.01% | +1,560+5.0% | Added |
| Resources Investment Advisors, LLC. | 32,412 | $590.2K | 0.01% | +2,441+8.1% | Added |
| Point72 Hong Kong Ltd | 31,927 | $581.4K | 0.04% | +31,927 | New |
| Numerai GP LLC | 31,612 | $575.7K | 0.08% | −47,162−59.9% | Reduced |
| Moseley Investment Management Inc | 31,463 | $572.9K | 0.20% | −23−0.1% | Reduced |
| Archford Capital Strategies, LLC | 31,369 | $571.2K | 0.07% | −2,396−7.1% | Reduced |
| Fortis Advisors, LLC | 31,300 | $570.0K | 0.37% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 31,145 | $567.1K | 0.16% | −160,155−83.7% | Reduced |
| Equitable Holdings, Inc. | 31,090 | $566.1K | 0.00% | −7,435−19.3% | Reduced |
| Aptus Capital Advisors, LLC | 31,036 | $565.2K | 0.01% | +1,066+3.6% | Added |
| CIBC Asset Management Inc | 30,908 | $562.8K | 0.00% | +350+1.1% | Added |
| Vinva Investment Management Ltd | 21,170 | $557.2K | 0.01% | +21,170 | New |
| PFG Investments, LLC | 30,427 | $554.1K | 0.03% | −5,798−16.0% | Reduced |
| Mayflower Financial Advisors, LLC | 30,415 | $553.9K | 0.08% | +3,100+11.3% | Added |
| Callan Family Office, LLC | 29,889 | $544.3K | 0.02% | +29,889 | New |
| R Squared Ltd | 29,484 | $536.9K | 0.30% | +29,484 | New |
| RPG Investment Advisory, LLC | 29,450 | $536.3K | 0.07% | +29,450 | New |
| Independent Advisor Alliance | 28,981 | $527.7K | 0.02% | +2,181+8.1% | Added |
| RSM US Wealth Management LLC | 28,847 | $525.3K | 0.01% | +12,783+79.6% | Added |
| Thrivent Financial for Lutherans | 28,802 | $524.0K | 0.00% | +28,802 | New |
| KBC Group NV | 28,610 | $521.0K | 0.00% | −16,124−36.0% | Reduced |
| Soltis Investment Advisors LLC | 28,436 | $517.8K | 0.04% | +501+1.8% | Added |
| Hexagon Capital Partners LLC | 28,307 | $515.5K | 0.11% | −114−0.4% | Reduced |
| First National Trust Co | 28,200 | $513.5K | 0.02% | +28,200 | New |
| Integrity Alliance, LLC. | 27,782 | $505.9K | 0.03% | +11,673+72.5% | Added |
| Greenwood Capital Associates LLC | 27,627 | $503.1K | 0.06% | −302−1.1% | Reduced |
| Atomi Financial Group, Inc. | 27,552 | $501.7K | 0.02% | +1,888+7.4% | Added |
| Swiss Life Asset Management Ltd | 27,012 | $491.9K | 0.00% | +11,092+69.7% | Added |
| Ring Mountain Capital, LLC | 22,499 | $490.7K | 0.30% | +10,104+81.5% | Added |
| Foundations Investment Advisors, LLC | 26,924 | $490.3K | 0.01% | +5,224+24.1% | Added |
| National Bank of Canada | 26,920 | $490.0K | 0.00% | +5,067+23.2% | Added |
| Everence Capital Management Inc | 26,560 | $484.0K | 0.03% | −5,800−17.9% | Reduced |
| Steel Peak Wealth Management LLC | 26,478 | $482.2K | 0.02% | +801+3.1% | Added |
| Emergent Wealth Advisors, LLC | 26,220 | $477.5K | 0.30% | +1,073+4.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 25,798 | $469.8K | 0.00% | +885+3.6% | Added |
| Brinker Capital Investments, LLC | 25,430 | $463.1K | 0.00% | −13,554−34.8% | Reduced |
| Aldebaran Financial Inc. | 25,225 | $459.3K | 0.51% | −6,400−20.2% | Reduced |
| Pacitti Group Inc. | 25,171 | $458.4K | 0.20% | +25,171 | New |
| Hourglass Capital, LLC | 25,000 | $455.3K | 0.11% | −2,000−7.4% | Reduced |
| Diversify Wealth Management, LLC | 18,805 | $444.7K | 0.03% | +159+0.9% | Added |
| Manchester Financial Inc | 24,406 | $444.4K | 0.09% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 24,400 | $444.3K | 0.00% | +24,400 | New |
| MetLife Investment Management | 24,348 | $443.4K | 0.00% | −2,205−8.3% | Reduced |
| Change Path, LLC | 24,209 | $440.8K | 0.01% | +13,198+119.9% | Added |
| Penserra Capital Management LLC | 24,109 | $439.0K | 0.01% | +24,109 | New |
| Steward Partners Investment Advisory, LLC | 24,093 | $438.7K | 0.00% | −155−0.6% | Reduced |
| Gladstone Institutional Advisory LLC | 24,052 | $438.0K | 0.02% | −13,985−36.8% | Reduced |
| DRW Securities, LLC | 24,036 | $437.7K | 0.03% | +24,036 | New |
| Citizens Financial Group Inc | 24,034 | $437.7K | 0.01% | +24,034 | New |
| Allworth Financial LP | 24,033 | $437.6K | 0.00% | −8,747−26.7% | Reduced |
| Wedmont Private Capital | 21,493 | $434.6K | 0.02% | +879+4.3% | Added |
| Coordinated Financial Services, Inc. | 23,300 | $424.3K | 0.29% | +23,300 | New |
| J.W. Cole Advisors, Inc. | 23,286 | $424.0K | 0.01% | −210−0.9% | Reduced |
| Pensionmark Financial Group, LLC | 23,220 | $422.8K | 0.01% | −598−2.5% | Reduced |
| Merit Financial Group, LLC | 22,980 | $418.5K | 0.00% | +4,695+25.7% | Added |
| Founders Financial Securities LLC | 22,572 | $411.0K | 0.03% | +300+1.3% | Added |
| TD Waterhouse Canada Inc. | 23,011 | $405.6K | 0.00% | +18,432+402.5% | Added |
| SLT Holdings LLC | 22,181 | $403.9K | 0.30% | +4,468+25.2% | Added |
| Calton & Associates, Inc. | 22,150 | $403.4K | 0.07% | −451−2.0% | Reduced |
| Cary Street Partners Financial LLC | 22,004 | $400.7K | 0.01% | +44+0.2% | Added |
| Sassicaia Capital Advisers LLC | 21,964 | $400.0K | 0.25% | +21,964 | New |
| Vident Advisory, LLC | 21,843 | $397.8K | 0.00% | −3,348−13.3% | Reduced |
| Wealthspan Partners, LLC | 21,806 | $397.1K | 0.16% | +195+0.9% | Added |
| Carnegie Lake Advisors LLC | 21,700 | $395.0K | 0.16% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 20,524 | $394.9K | 0.08% | −252−1.2% | Reduced |
| Stifel Financial Corp | 21,675 | $394.7K | 0.00% | −1,122−4.9% | Reduced |