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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, 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.

Institutional holdersQ1 2026: 927 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 heldQ1 2026: $11.2B
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, Q1 2026

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2025.

Institutions holding SOFI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Centerpoint Advisors, LLC25$00.00%00.0%Unchanged
REAP Financial Group, LLC1$160.00%00.0%Unchanged
City State Bank2$320.00%00.0%Unchanged
SWAN Capital LLC2$320.00%00.0%Unchanged
Wilkerson Advisory Group LLC5$790.00%−3−37.5%Reduced
Napier Financial, LLC5$790.00%+5New
Raleigh Capital Management Inc.7$1110.00%+7New
Byrne Asset Management LLC9$1430.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd100$1510.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1590.00%00.0%Unchanged
TopTier Wealth Management, LLC13$2060.00%+13New
Trust Co of Toledo NA14$2220.00%00.0%Unchanged
Seneschal Advisors, LLC14$2230.00%−2−12.5%Reduced
Whittier Trust Co of Nevada Inc15$2440.00%−663−97.8%Reduced
Manning & Napier Advisors LLC21$3180.00%−9−30.0%Reduced
DB Fitzpatrick & Co, Inc20$3180.00%+20New
Stone House Investment Management, LLC23$3650.00%−98−81.0%Reduced
DecisionPoint Financial, LLC23$3660.00%00.0%Unchanged
Strategic Advocates LLC27$4290.00%−65,565−100.0%Reduced
Vermillion Wealth Management, Inc.28$4450.00%−972−97.2%Reduced
Manchester Capital Management LLC29$4610.00%−90−75.6%Reduced
Cranbrook Wealth Management, LLC29$4610.00%+29New
Eukles Asset Management32$5080.00%+11+52.4%Added
Financial Consulate, Inc35$5560.00%00.0%Unchanged
1015 Capital Partners, LLC37$5880.00%00.0%Unchanged
Cornerstone Financial Management LLC38$6030.00%−116−75.3%Reduced
Dogwood Wealth Management LLC39$6190.00%−192−83.1%Reduced
Davis Capital Management39$6190.00%+28+254.5%Added
Sarver Vrooman Wealth Advisors40$6350.00%00.0%Unchanged
JNBA Financial Advisors46$7310.00%00.0%Unchanged
West Financial Advisors, LLC49$7790.00%00.0%Unchanged
McGuire Capital Advisors Inc50$7940.00%−25−33.3%Reduced
Gilpin Wealth Management, LLC50$7940.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$7940.00%+50New
HFM Investment Advisors, LLC51$8100.00%−138−73.0%Reduced
UMA Financial Services, Inc.51$8100.00%−8−13.6%Reduced
Bare Financial Services, Inc52$8260.00%−11−17.5%Reduced
Rialto Wealth Management, LLC53$8420.00%−169−76.1%Reduced
Investors Research Corp53$8420.00%+53New
Roble, Belko & Company, Inc77$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners89$1.00K0.00%00.0%Unchanged
Pacer Advisors, Inc.33$1.00K0.00%+1+3.1%Added
Addison Advisors LLC70$1.11K0.00%+70New
Investors Portfolio Services LLC73$1.12K0.00%−5−6.4%Reduced
LRI Investments, LLC73$1.16K0.00%−2,975−97.6%Reduced
Merkkuri Wealth Advisors LLC75$1.19K0.00%+75New
Private Wealth Management Group, LLC79$1.25K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC80$1.27K0.00%−500−86.2%Reduced
Bay Harbor Wealth Management, LLC84$1.33K0.00%−12−12.5%Reduced
Financial Avengers, Inc.100$1.59K0.00%00.0%Unchanged
Horizon Financial Services, LLC100$1.59K0.00%+100New
Steigerwald, Gordon & Koch Inc.100$1.59K0.00%+100New
POM Investment Strategies, LLC100$1.59K0.00%+100New
1620 Investment Advisors, Inc.100$1.59K0.00%+100New
Anfield Capital Management, LLC109$1.73K0.00%−16−12.8%Reduced
Hughes Financial Services, LLC112$1.78K0.00%−3−2.6%Reduced
Raffa Wealth Management, LLC118$1.87K0.00%+12+11.3%Added
Accent Capital Management, LLC131$2.08K0.00%−15−10.3%Reduced
Chilton Capital Management LLC133$2.11K0.00%−433−76.5%Reduced
Sittner & Nelson, LLC133$2.11K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC138$2.19K0.00%+20+16.9%Added
Ritter Daniher Financial Advisory LLC148$2.35K0.00%−25−14.5%Reduced
Clarity Asset Management, Inc.150$2.38K0.00%+150New
IMA Wealth, Inc.154$2.44K0.00%−17−9.9%Reduced
Global Wealth Strategies & Associates159$2.52K0.00%+159New
Mosley Wealth Management102$2.69K0.00%+102New
DiNuzzo Private Wealth, Inc.171$2.72K0.00%−2−1.2%Reduced
Intentional Wealth Strategies, LLC181$2.87K0.00%+181New
Highline Wealth Partners LLC190$3.02K0.00%−19−9.1%Reduced
Twin Peaks Wealth Advisors, LLC193$3.06K0.00%+193New
Atwood & Palmer Inc197$3.13K0.00%+197New
Retirement Wealth Solutions LLC199$3.16K0.00%−105−34.5%Reduced
Crewe Advisors LLC200$3.18K0.00%00.0%Unchanged
Noble Wealth Management PBC200$3.18K0.00%00.0%Unchanged
Bernard Wealth Management Corp.200$3.18K0.00%00.0%Unchanged
EFG International AG200$3.18K0.00%00.0%Unchanged
ZRC Wealth Management, LLC200$3.18K0.00%+29+17.0%Added
Principia Wealth Advisory, LLC201$3.19K0.00%+60+42.6%Added
Cromwell Holdings LLC223$3.54K0.00%+45+25.3%Added
Wealth Enhancement Trust Services, Inc.228$3.62K0.00%00.0%Unchanged
Ares Financial Consulting, LLC236$3.69K0.00%+236New
Truvestments Capital LLC236$3.75K0.00%−132−35.9%Reduced
Strengthening Families & Communities, LLC237$3.76K0.00%+151+175.6%Added
Atlantic Trust, LLC243$3.86K0.00%00.0%Unchanged
Meeder Asset Management Inc244$3.88K0.00%−48−16.4%Reduced
Farmers & Merchants Investments Inc250$3.97K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC250$3.97K0.00%00.0%Unchanged
Bayban250$3.97K0.00%00.0%Unchanged
MV Capital Management, Inc.251$3.99K0.00%+10+4.1%Added
Farmers & Merchants Trust Co of Chambersburg PA250$4.00K0.00%00.0%Unchanged
Capital Analysts, LLC240$4.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc250$4.00K0.00%+250New
Rexford Capital Inc256$4.07K0.00%+256New
St. Johns Investment Management Company, LLC257$4.08K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC260$4.13K0.00%00.0%Unchanged
Brown Brothers Harriman & Co263$4.18K0.00%00.0%Unchanged
Curio Wealth, LLC280$4.45K0.00%+20+7.7%Added
Tradewinds Capital Management, LLC288$4.57K0.00%+4+1.4%Added
Hantz Financial Services, Inc.305$5.00K0.00%−382−55.6%Reduced
HighMark Wealth Management LLC320$5.08K0.00%−679−68.0%Reduced