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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
Garton & Associates Financial Advisors LLC0$00.00%−50−100.0%Sold out
TD Capital Management LLC0$00.00%−41−100.0%Sold out
Colonial Trust Co0$00.00%−39−100.0%Sold out
Valley National Advisers Inc0$00.00%−43−100.0%Sold out
Optima Capital LLC0$00.00%−38−100.0%Sold out
Concord Wealth Partners0$00.00%−36−100.0%Sold out
High Note Wealth, LLC0$00.00%−30−100.0%Sold out
Breakwater Investment Management0$00.00%−24−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−20−100.0%Sold out
Fideuram Asset Management (Ireland) dac0$00.00%−15−100.0%Sold out
Navalign, LLC0$00.00%−2−100.0%Sold out
IFC & Insurance Marketing, Inc.0$00.00%−5−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Forsta Ap-Fonden––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
Advanced Portfolio Management, LLC––––Not filed
CIBC World Markets Corp––––Not filed
Comerica Bank––––Not filed
Prosperity Wealth Management, Inc.––––Not filed
Yeomans Consulting Group, Inc.––––Not filed
ORG Partners LLC––––Not filed
Trust Co of Vermont––––Not filed