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 |
|---|---|---|---|---|---|
| Red Tortoise LLC | 328 | $5.21K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 334 | $5.30K | 0.00% | −74−18.1% | Reduced |
| Medallion Wealth Advisors, LLC | 339 | $5.38K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 340 | $5.40K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 344 | $5.46K | 0.00% | +66+23.7% | Added |
| Main Street Group, LTD | 348 | $5.53K | 0.00% | +348 | New |
| Rossby Financial, LCC | 358 | $5.60K | 0.00% | +200+126.6% | Added |
| GHP Investment Advisors, Inc. | 380 | $6.04K | 0.00% | +38+11.1% | Added |
| Rothschild Investment LLC | 381 | $6.05K | 0.00% | −919−70.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 381 | $6.05K | 0.00% | +25+7.0% | Added |
| Sound Income Strategies, LLC | 400 | $6.25K | 0.00% | −200−33.3% | Reduced |
| Hilltop National Bank | 400 | $6.35K | 0.00% | −2,032−83.6% | Reduced |
| Central Trust Co | 400 | $6.35K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $6.35K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $6.35K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 400 | $6.35K | 0.00% | +400 | New |
| Mather Group, LLC. | 400 | $6.35K | 0.00% | +400 | New |
| Dunhill Financial, LLC | 403 | $6.40K | 0.00% | +379+1,579.2% | Added |
| JPL Wealth Management, LLC | 416 | $6.61K | 0.00% | +416 | New |
| Sachetta, LLC | 421 | $6.69K | 0.00% | +168+66.4% | Added |
| Ameriflex Group, Inc. | 438 | $6.96K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 442 | $7.00K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 452 | $7.18K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 458 | $7.27K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $7.94K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 500 | $7.94K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 500 | $7.94K | 0.00% | +500 | New |
| Covestor Ltd | 533 | $8.00K | 0.01% | −333−38.5% | Reduced |
| Benson Wealth Management INC | 523 | $8.30K | 0.01% | +523 | New |
| JFS Wealth Advisors, LLC | 528 | $8.38K | 0.00% | −190−26.5% | Reduced |
| IAG Wealth Partners, LLC | 544 | $8.64K | 0.00% | −1,767−76.5% | Reduced |
| Gen-Wealth Partners Inc | 600 | $9.53K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 625 | $9.93K | 0.00% | +525+525.0% | Added |
| Hanson & Doremus Investment Management | 600 | $10.0K | 0.00% | +600 | New |
| Estabrook Capital Management | 630 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 638 | $10.1K | 0.00% | +82+14.7% | Added |
| Keating Financial Advisory Services, Inc. | 666 | $10.6K | 0.00% | −283−29.8% | Reduced |
| DAGCO, Inc. | 681 | $10.8K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 695 | $11.0K | 0.00% | +71+11.4% | Added |
| Godsey & Gibb Associates | 701 | $11.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 748 | $11.9K | 0.00% | +100+15.4% | Added |
| Key Financial Inc | 750 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 750 | $11.9K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 775 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 779 | $12.4K | 0.00% | +779 | New |
| Grove Bank & Trust | 797 | $12.7K | 0.00% | −1,050−56.8% | Reduced |
| Salomon & Ludwin, LLC | 799 | $12.7K | 0.00% | −45−5.3% | Reduced |
| Swiss Re Ltd | 800 | $12.7K | 0.08% | 00.0% | Unchanged |
| Aviso Financial Inc. | 800 | $12.7K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 829 | $13.2K | 0.00% | +100+13.7% | Added |
| Aspect Partners, LLC | 849 | $13.5K | 0.01% | −140−14.2% | Reduced |
| Wellington-Altus USA Inc. | 800 | $14.3K | 0.01% | +800 | New |
| Smallwood Wealth Investment Management, LLC | 904 | $14.4K | 0.01% | +4+0.4% | Added |
| Center for Financial Planning, Inc. | 925 | $14.7K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 940 | $14.9K | 0.00% | −1,940−67.4% | Reduced |
| Elequin Capital LP | 951 | $15.1K | 0.00% | −1,738−64.6% | Reduced |
| Ossiam | 953 | $15.1K | 0.00% | −5,358−84.9% | Reduced |
| Hallmark Capital Management Inc | 963 | $15.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 964 | $15.3K | 0.01% | −29−2.9% | Reduced |
| Bank of New Hampshire | 1,000 | $15.9K | 0.00% | −3,200−76.2% | Reduced |
| Creative Financial Designs Inc | 1,000 | $15.9K | 0.00% | −268−21.1% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,000 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $15.9K | 0.00% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,005 | $16.0K | 0.00% | −24−2.3% | Reduced |
| Holos Integrated Wealth LLC | 1,000 | $16.1K | 0.01% | +1,000 | New |
| SHP Wealth Management | 1,016 | $16.1K | 0.00% | −350−25.6% | Reduced |
| Game Plan Financial Advisors, LLC | 1,025 | $16.3K | 0.01% | −45−4.2% | Reduced |
| Fortitude Family Office, LLC | 1,039 | $16.5K | 0.00% | +348+50.4% | Added |
| Boreal Capital Management LLC | 1,100 | $17.5K | 0.02% | +500+83.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,115 | $17.7K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,150 | $18.3K | 0.00% | +1,127+4,900.0% | Added |
| Quent Capital, LLC | 1,180 | $18.7K | 0.00% | +279+31.0% | Added |
| SJS Investment Consulting Inc. | 1,190 | $18.9K | 0.00% | +17+1.4% | Added |
| Hazlett, Burt & Watson, Inc. | 1,176 | $19.0K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,274 | $19.3K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,242 | $19.7K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,254 | $19.9K | 0.01% | −32−2.5% | Reduced |
| Aventura Private Wealth, LLC | 1,259 | $20.0K | 0.01% | −20−1.6% | Reduced |
| Tobam | 1,237 | $20.0K | 0.01% | −497−28.7% | Reduced |
| American Capital Advisory, LLC | 1,294 | $20.5K | 0.01% | −3−0.2% | Reduced |
| MCF Advisors LLC | 1,305 | $20.7K | 0.00% | −1,821−58.3% | Reduced |
| Massmutual Trust Co FSB | 1,324 | $21.0K | 0.00% | −123−8.5% | Reduced |
| Signature Resources Capital Management, LLC | 1,341 | $21.3K | 0.01% | −19−1.4% | Reduced |
| Parkside Financial Bank & Trust | 1,367 | $21.7K | 0.00% | −136−9.0% | Reduced |
| Bessemer Group Inc | 1,351 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,400 | $22.2K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,422 | $22.6K | 0.01% | +227+19.0% | Added |
| Advisors Asset Management, Inc. | 1,424 | $22.6K | 0.00% | +1,424 | New |
| Whittier Trust Co | 1,400 | $22.8K | 0.00% | −350−20.0% | Reduced |
| BFSG, LLC | 1,440 | $22.9K | 0.00% | −60−4.0% | Reduced |
| V-Square Quantitative Management LLC | 1,453 | $23.1K | 0.00% | −899−38.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,487 | $23.6K | 0.00% | +475+46.9% | Added |
| Blume Capital Management, Inc. | 1,500 | $23.8K | 0.00% | +100+7.1% | Added |
| Opal Wealth Advisors, LLC | 1,500 | $23.8K | 0.01% | +1,500 | New |
| Aster Capital Management (DIFC) Ltd | 2,068 | $24.1K | 0.01% | +2,068 | New |
| Bartlett & Co. Wealth Management LLC | 1,505 | $24.4K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,575 | $25.0K | 0.02% | +75+5.0% | Added |
| Capital Advisors, Ltd. LLC | 1,648 | $26.0K | 0.00% | −2−0.1% | Reduced |
| TFC Financial Management | 1,646 | $26.1K | 0.00% | +1,130+219.0% | Added |