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 2026
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2026. 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
- 927
- −66 vs. Q4 2025
- Shares held
- 705.6M
- +129.2M (+22.4%) vs. Q4 2025
- Total value
- $11.2B
- −$3.90B (−25.8%) vs. Q4 2025
- New holders
- 119
- 391 more added
- Sold out
- 185
- 297 more reduced
12 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 69,557,164 | $1.10B | 0.02% | +421,163+0.6% | Added |
| Vanguard Capital Management LLC | 57,108,581 | $906.9M | 0.02% | +57,108,581 | New |
| Vanguard Portfolio Management LLC | 50,975,115 | $809.5M | 0.04% | +50,975,115 | New |
| D. E. Shaw & Co., Inc. | 42,720,908 | $678.4M | 0.53% | +3,983,272+10.3% | Added |
| UBS Group AG | 36,417,201 | $578.3M | 0.10% | +21,046,001+136.9% | Added |
| State Street Corp | 27,315,197 | $433.8M | 0.01% | +1,377,269+5.3% | Added |
| Geode Capital Management, LLC | 25,982,836 | $412.7M | 0.03% | +2,339,900+9.9% | Added |
| Morgan Stanley | 21,258,767 | $337.6M | 0.02% | +7,935,401+59.6% | Added |
| Jane Street Group, LLC | 18,018,178 | $286.1M | 0.31% | +8,369,605+86.7% | Added |
| Qube Research & Technologies Ltd | 16,799,087 | $266.8M | 0.38% | +13,377,492+391.0% | Added |
| Voloridge Investment Management, LLC | 12,654,530 | $201.0M | 0.81% | +4,796,883+61.0% | Added |
| Goldman Sachs Group Inc | 12,532,569 | $199.0M | 0.03% | +8,044,485+179.2% | Added |
| Citadel Advisors LLC | 11,047,181 | $175.4M | 0.12% | −481,269−4.2% | Reduced |
| Bank of America Corp | 10,842,348 | $172.2M | 0.01% | −2,563,015−19.1% | Reduced |
| Dimensional Fund Advisors LP | 9,106,532 | $144.5M | 0.03% | +359,785+4.1% | Added |
| HRT Financial LP | 8,335,574 | $132.4M | 0.33% | +6,454,347+343.1% | Added |
| Millennium Management LLC | 8,258,468 | $131.1M | 0.10% | +5,683,108+220.7% | Added |
| Vanguard Fiduciary Trust Co | 7,917,811 | $125.7M | 0.03% | +7,917,811 | New |
| Citigroup Inc | 7,496,283 | $119.0M | 0.08% | +4,601,090+158.9% | Added |
| Northern Trust Corp | 7,346,665 | $116.7M | 0.02% | +367,575+5.3% | Added |
| Bank of Montreal | 6,766,698 | $107.5M | 0.05% | +588,456+9.5% | Added |
| Royal Bank of Canada | 6,762,231 | $107.4M | 0.02% | −2,891,693−30.0% | Reduced |
| Marshall Wace, LLP | 6,519,684 | $103.5M | 0.11% | −131,060−2.0% | Reduced |
| Charles Schwab Investment Management Inc | 6,470,386 | $102.7M | 0.02% | +431,856+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,689,426 | $90.3M | 0.06% | +156,218+2.8% | Added |
| Worldquant Millennium Advisors LLC | 5,418,013 | $86.0M | 0.33% | +3,483,945+180.1% | Added |
| Defiance ETFs, LLC | 5,353,132 | $85.0M | 1.22% | +5,353,132 | New |
| BNP Paribas Arbitrage, SA | 4,810,367 | $76.4M | 0.05% | +1,968,891+69.3% | Added |
| Susquehanna International Group, LLP | 4,770,193 | $75.8M | 0.10% | −6,971,433−59.4% | Reduced |
| Squarepoint Ops LLC | 4,727,045 | $75.1M | 0.16% | +1,054,986+28.7% | Added |
| UBS Asset Management Americas Inc | 4,726,732 | $75.1M | 0.02% | +590,301+14.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 4,647,044 | $73.8M | 0.05% | +611,498+15.2% | Added |
| Wells Fargo & Company | 4,422,507 | $70.2M | 0.01% | −1,318,250−23.0% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $65.2M | 79.82% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 4,028,412 | $64.0M | 0.01% | −142,255−3.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,836,003 | $60.9M | 0.47% | −270,057−6.6% | Reduced |
| Swiss National Bank | 3,708,500 | $58.9M | 0.03% | +427,200+13.0% | Added |
| Legal & General Group Plc | 3,450,586 | $54.8M | 0.01% | +966,039+38.9% | Added |
| Nuveen, LLC | 3,433,589 | $54.5M | 0.01% | −382,174−10.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 3,136,479 | $49.8M | 0.70% | −161,725−4.9% | Reduced |
| LPL Financial LLC | 2,975,037 | $47.2M | 0.01% | +583,269+24.4% | Added |
| Daiwa Securities Group Inc. | 2,878,986 | $45.7M | 0.13% | +2,776,986+2,722.5% | Added |
| Barclays PLC | 2,789,379 | $44.3M | 0.02% | −1,691,590−37.8% | Reduced |
| Harvest Portfolios Group Inc. | 2,544,116 | $40.4M | 0.67% | +843,819+49.6% | Added |
| Trexquant Investment LP | 2,344,718 | $37.2M | 0.27% | +2,039,964+669.4% | Added |
| Optiver Holding B.V. | 2,329,475 | $37.0M | 1.40% | +2,329,475 | New |
| Renaissance Technologies LLC | 2,317,400 | $36.8M | 0.06% | +2,317,400 | New |
| IMC-Chicago, LLC | 2,307,518 | $36.6M | 0.56% | +840,244+57.3% | Added |
| Toronto Dominion Bank | 2,194,032 | $34.8M | 0.07% | +1,999,382+1,027.2% | Added |
| Vanguard Asset Management, Ltd | 2,102,512 | $33.4M | 0.03% | +2,102,512 | New |
| California State Teachers Retirement System | 1,831,905 | $29.1M | 0.03% | +49,063+2.8% | Added |
| National Pension Service | 1,820,105 | $28.9M | 0.02% | +129,520+7.7% | Added |
| California Public Employees Retirement System | 1,759,455 | $27.9M | 0.02% | −565,659−24.3% | Reduced |
| Amundi | 1,713,191 | $27.2M | 0.01% | −146,290−7.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,704,000 | $27.1M | 0.04% | +1,704,000 | New |
| JPMorgan Chase & Co | 1,784,586 | $27.0M | 0.00% | −62,346,917−97.2% | Reduced |
| Walleye Trading LLC | 1,679,651 | $26.7M | 0.55% | −1,033,076−38.1% | Reduced |
| Deutsche Bank AG | 1,626,399 | $25.8M | 0.01% | −212,353−11.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,625,784 | $25.8M | 0.02% | +1,484,653+1,052.0% | Added |
| Tremblant Capital Group | 1,606,355 | $25.5M | 0.82% | −18,618−1.1% | Reduced |
| Invesco Ltd. | 1,579,588 | $25.1M | 0.00% | −61,230−3.7% | Reduced |
| Mizuho Markets Americas LLC | 1,498,798 | $23.8M | 0.66% | −1,805,432−54.6% | Reduced |
| Two Sigma Investments, LP | 1,488,290 | $23.6M | 0.02% | −7,957,813−84.2% | Reduced |
| FORA Capital, LLC | 1,459,754 | $23.2M | 1.70% | +929,547+175.3% | Added |
| Patient Capital Management, LLC | 1,326,246 | $21.1M | 0.79% | +127,762+10.7% | Added |
| Jump Financial, LLC | 1,295,829 | $20.6M | 0.30% | +633,219+95.6% | Added |
| Rhumbline Advisers | 1,282,419 | $20.4M | 0.02% | −3840.0% | Reduced |
| Group One Trading, L.P. | 1,257,874 | $20.0M | 0.66% | +102,955+8.9% | Added |
| FMR LLC | 1,251,599 | $19.9M | 0.00% | −3,044,420−70.9% | Reduced |
| Hudson Bay Capital Management LP | 1,224,271 | $19.4M | 0.12% | +665,000+118.9% | Added |
| Ameriprise Financial Inc | 1,181,529 | $18.7M | 0.00% | −1,015,499−46.2% | Reduced |
| Price T Rowe Associates Inc | 1,179,912 | $18.7M | 0.00% | +153,763+15.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,160,021 | $18.4M | 0.06% | +446,638+62.6% | Added |
| First Trust Advisors LP | 1,153,516 | $18.3M | 0.01% | −1,429,677−55.3% | Reduced |
| Rockefeller Capital Management L.P. | 1,136,506 | $18.0M | 0.03% | +120,307+11.8% | Added |
| Jefferies Financial Group Inc. | 1,134,805 | $18.0M | 0.22% | +1,002,845+760.0% | Added |
| SBI Securities Co., Ltd. | 1,129,297 | $17.9M | 0.50% | +55,127+5.1% | Added |
| Clear Street Group Inc. | 1,110,792 | $17.6M | 0.10% | −197,829−15.1% | Reduced |
| Man Group plc | 1,084,933 | $17.2M | 0.04% | +574,534+112.6% | Added |
| Diversify Wealth Management, LLC | 1,043,372 | $16.2M | 0.29% | +1,026,219+5,982.7% | Added |
| State Board of Administration of Florida Retirement System | 1,006,990 | $16.0M | 0.03% | 00.0% | Unchanged |
| State of Michigan Retirement System | 1,000,000 | $15.9M | 0.08% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 969,988 | $15.4M | 0.03% | +85,903+9.7% | Added |
| Simplex Trading, LLC | 968,408 | $15.4M | 0.48% | −837,994−46.4% | Reduced |
| Marex Group plc | 958,766 | $15.2M | 0.16% | −290,053−23.2% | Reduced |
| SG Americas Securities, LLC | 939,147 | $14.9M | 0.02% | +36,755+4.1% | Added |
| Entropy Technologies, LP | 910,600 | $14.5M | 0.67% | +910,600 | New |
| Diversify Advisory Services, LLC | 898,614 | $14.0M | 2.13% | +65,933+7.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 875,993 | $13.9M | 0.60% | +61,949+7.6% | Added |
| Aviva PLC | 863,735 | $13.7M | 0.02% | +69,769+8.8% | Added |
| Korea Investment CORP | 845,499 | $13.4M | 0.03% | +187,278+28.5% | Added |
| HSBC Holdings PLC | 824,115 | $13.1M | 0.01% | +405,010+96.6% | Added |
| State of Wisconsin Investment Board | 778,194 | $12.4M | 0.03% | +174,791+29.0% | Added |
| Jones Financial Companies LLLP | 804,217 | $12.2M | 0.01% | +232,010+40.5% | Added |
| Raymond James Financial Inc | 765,100 | $12.1M | 0.00% | −564,791−42.5% | Reduced |
| Jain Global LLC | 764,936 | $12.1M | 0.15% | −347,028−31.2% | Reduced |
| Quantitative Investment Management, LLC | 760,221 | $12.1M | 1.25% | +699,854+1,159.3% | Added |
| Provident Living Financial Services, Inc. | 823,296 | $12.0M | 13.23% | −124,091−13.1% | Reduced |
| Alliancebernstein L.P. | 448,169 | $11.7M | 0.00% | −80,568−15.2% | Reduced |
| Cetera Investment Advisers | 710,496 | $11.3M | 0.01% | +41,767+6.2% | Added |