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 |
|---|---|---|---|---|---|
| Shepherd Street Advisors LLC | 0 | $0 | 0.00% | −17,807−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −17,333−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −17,466−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −17,369−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −16,471−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −15,988−100.0% | Sold out |
| Verus Capital Partners, LLC | 0 | $0 | 0.00% | −15,958−100.0% | Sold out |
| Blue Line Capital, LLC | 0 | $0 | 0.00% | −15,212−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −15,125−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −14,985−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −14,949−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −14,847−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −14,775−100.0% | Sold out |
| Smith, Moore & Co. | 0 | $0 | 0.00% | −14,582−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,895−100.0% | Sold out |
| Petros Family Wealth, LLC | 0 | $0 | 0.00% | −13,757−100.0% | Sold out |
| Worth Financial Advisory Group, LLC | 0 | $0 | 0.00% | −13,705−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −13,020−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −12,706−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −12,381−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −12,362−100.0% | Sold out |
| B&L Asset Management LLC | 0 | $0 | 0.00% | −12,276−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −12,269−100.0% | Sold out |
| True Vision MN LLC | 0 | $0 | 0.00% | −12,136−100.0% | Sold out |
| Prasad Wealth Partners, LLC | 0 | $0 | 0.00% | −11,872−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −11,784−100.0% | Sold out |
| Stegent Equity Advisors, Inc. | 0 | $0 | 0.00% | −11,589−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −11,508−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −11,144−100.0% | Sold out |
| OpenArc Corporate Advisory, LLC | 0 | $0 | 0.00% | −11,002−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −10,750−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −10,493−100.0% | Sold out |
| Premier Path Wealth Partners, LLC | 0 | $0 | 0.00% | −10,464−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,309−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,707−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,534−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −9,525−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −9,484−100.0% | Sold out |
| Rooted Wealth Advisors, Inc. | 0 | $0 | 0.00% | −11,615−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Integrity Wealth Solutions LLC | 0 | $0 | 0.00% | −8,926−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −8,707−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −8,574−100.0% | Sold out |
| Trellis Wealth Advisors LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −8,392−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −8,370−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −8,341−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −8,316−100.0% | Sold out |
| DLD Asset Management, LP | 0 | $0 | 0.00% | −8,251−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −8,250−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −8,153−100.0% | Sold out |
| Focused Alpha, LLC | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| SCS Capital Management LLC | 0 | $0 | 0.00% | −8,008−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −8,006−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −8,002−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −7,936−100.0% | Sold out |
| Nautilus Advisors LLC | 0 | $0 | 0.00% | −7,915−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −7,816−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −7,762−100.0% | Sold out |
| Chokshi & Queen Wealth Advisors, Inc | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Tulsa Wealth Advisors, INC | 0 | $0 | 0.00% | −7,680−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,667−100.0% | Sold out |
| CogentBlue Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,646−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −3,370−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| CFG Wealth Management Services, Inc. | 0 | $0 | 0.00% | −2,901−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| RMG Wealth Management LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| MidFirst Bank | 0 | $0 | 0.00% | −13,889−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −814−100.0% | Sold out |
| Financially Speaking Inc | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −484−100.0% | Sold out |
| Silicon Valley Capital Partners | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Phillip James Consulting Co. | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Webster Bank, N. A. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Armstrong Advisory Group, Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Berbice Capital Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Acumen Wealth Advisors, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Miller Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Eq Wealth Advisors, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |