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 |
|---|---|---|---|---|---|
| Worldquant Millennium Advisors LLC | 5,418,013 | $86.0M | 0.33% | +3,483,945+180.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,689,426 | $90.3M | 0.06% | +156,218+2.8% | Added |
| Charles Schwab Investment Management Inc | 6,470,386 | $102.7M | 0.02% | +431,856+7.2% | Added |
| Marshall Wace, LLP | 6,519,684 | $103.5M | 0.11% | −131,060−2.0% | Reduced |
| Royal Bank of Canada | 6,762,231 | $107.4M | 0.02% | −2,891,693−30.0% | Reduced |
| Bank of Montreal | 6,766,698 | $107.5M | 0.05% | +588,456+9.5% | Added |
| Northern Trust Corp | 7,346,665 | $116.7M | 0.02% | +367,575+5.3% | Added |
| Citigroup Inc | 7,496,283 | $119.0M | 0.08% | +4,601,090+158.9% | Added |
| Vanguard Fiduciary Trust Co | 7,917,811 | $125.7M | 0.03% | +7,917,811 | New |
| Millennium Management LLC | 8,258,468 | $131.1M | 0.10% | +5,683,108+220.7% | Added |
| HRT Financial LP | 8,335,574 | $132.4M | 0.33% | +6,454,347+343.1% | Added |
| Dimensional Fund Advisors LP | 9,106,532 | $144.5M | 0.03% | +359,785+4.1% | Added |
| Bank of America Corp | 10,842,348 | $172.2M | 0.01% | −2,563,015−19.1% | Reduced |
| Citadel Advisors LLC | 11,047,181 | $175.4M | 0.12% | −481,269−4.2% | Reduced |
| Goldman Sachs Group Inc | 12,532,569 | $199.0M | 0.03% | +8,044,485+179.2% | Added |
| Voloridge Investment Management, LLC | 12,654,530 | $201.0M | 0.81% | +4,796,883+61.0% | Added |
| Qube Research & Technologies Ltd | 16,799,087 | $266.8M | 0.38% | +13,377,492+391.0% | Added |
| Jane Street Group, LLC | 18,018,178 | $286.1M | 0.31% | +8,369,605+86.7% | Added |
| Morgan Stanley | 21,258,767 | $337.6M | 0.02% | +7,935,401+59.6% | Added |
| Geode Capital Management, LLC | 25,982,836 | $412.7M | 0.03% | +2,339,900+9.9% | Added |
| State Street Corp | 27,315,197 | $433.8M | 0.01% | +1,377,269+5.3% | Added |
| UBS Group AG | 36,417,201 | $578.3M | 0.10% | +21,046,001+136.9% | Added |
| D. E. Shaw & Co., Inc. | 42,720,908 | $678.4M | 0.53% | +3,983,272+10.3% | Added |
| Vanguard Portfolio Management LLC | 50,975,115 | $809.5M | 0.04% | +50,975,115 | New |
| Vanguard Capital Management LLC | 57,108,581 | $906.9M | 0.02% | +57,108,581 | New |
| BlackRock, Inc. | 69,557,164 | $1.10B | 0.02% | +421,163+0.6% | Added |
| LM Advisors LLC | 1,660 | – | – | −1,490−47.3% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −10,310,600−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −1,115,619−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −508,000−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −475,451−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −381,371−100.0% | Sold out |
| Contrarius Group Holdings Ltd | 0 | $0 | 0.00% | −376,773−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −358,863−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −291,690−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −288,091−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −264,242−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −228,892−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −198,076−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −179,902−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −161,829−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −160,600−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −147,646−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −146,868−100.0% | Sold out |
| Bosman Wealth Management, LLC | 0 | $0 | 0.00% | −136,245−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −108,107−100.0% | Sold out |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −100,398−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −94,743−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −93,177−100.0% | Sold out |
| Fagan Associates, Inc. | 0 | $0 | 0.00% | −93,084−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −91,564−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −90,190−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −88,688−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −84,729−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −76,167−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −72,414−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −71,127−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −70,755−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −67,303−100.0% | Sold out |
| Blue Jean Financial LLC | 0 | $0 | 0.00% | −66,617−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −63,300−100.0% | Sold out |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −59,279−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −59,687−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −56,917−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −51,460−100.0% | Sold out |
| Diker Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Owen LaRue, LLC | 0 | $0 | 0.00% | −49,340−100.0% | Sold out |
| RHL Group, LLC | 0 | $0 | 0.00% | −49,062−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −46,454−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −39,350−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −38,920−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −37,964−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −35,354−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −35,292−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −35,157−100.0% | Sold out |
| Generation Capital Management LLC | 0 | $0 | 0.00% | −35,045−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −34,123−100.0% | Sold out |
| ZEGA Investments, LLC | 0 | $0 | 0.00% | −32,226−100.0% | Sold out |
| Monetta Financial Services Inc | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −31,043−100.0% | Sold out |
| 9823 Capital, L.P. | 0 | $0 | 0.00% | −30,022−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −29,292−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −28,341−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −28,324−100.0% | Sold out |
| Sherman Porfolios, LLC | 0 | $0 | 0.00% | −27,923−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −23,884−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −22,759−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −22,402−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −22,392−100.0% | Sold out |
| Joule Financial, LLC | 0 | $0 | 0.00% | −21,981−100.0% | Sold out |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −21,369−100.0% | Sold out |
| Guardian Capital, LLC | 0 | $0 | 0.00% | −20,660−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −20,443−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −19,016−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −18,611−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −18,490−100.0% | Sold out |