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 |
|---|---|---|---|---|---|
| Owl Creek Wealth Partners LLC | 1,675 | $26.6K | 0.01% | +1,675 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $28.6K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,819 | $29.0K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $29.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,938 | $30.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $31.3K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $31.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,018 | $32.0K | 0.00% | −1,098−35.2% | Reduced |
| Cornerstone Planning Group LLC | 2,099 | $33.6K | 0.00% | +1,467+232.1% | Added |
| TD Private Client Wealth LLC | 2,120 | $33.7K | 0.00% | +218+11.5% | Added |
| Vision Retirement, LLC | 2,220 | $35.3K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,346 | $37.3K | 0.01% | −115−4.7% | Reduced |
| Signature Equity Partners, LLC | 2,377 | $37.7K | 0.02% | −6,023−71.7% | Reduced |
| Golden State Equity Partners | 2,523 | $40.1K | 0.00% | +2,523 | New |
| Zions Bancorporation, National Association | 2,564 | $40.7K | 0.00% | −1,707−40.0% | Reduced |
| Ancora Advisors, LLC | 2,805 | $44.5K | 0.00% | +1,773+171.8% | Added |
| Caitlin John, LLC | 3,000 | $47.6K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3,002 | $47.7K | 0.02% | −700−18.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,089 | $49.1K | 0.00% | −957−23.7% | Reduced |
| Archer Investment Corp | 3,191 | $50.7K | 0.01% | +691+27.6% | Added |
| Atlantic Union Bankshares Corp | 3,191 | $50.7K | 0.00% | −250−7.3% | Reduced |
| Clearstead Advisors, LLC | 3,246 | $51.5K | 0.00% | +365+12.7% | Added |
| Basecamp Wealth Advisors LLC | 3,348 | $53.2K | 0.01% | −156−4.5% | Reduced |
| Copia Wealth Management | 3,392 | $53.9K | 0.04% | −1,716−33.6% | Reduced |
| Smartleaf Asset Management LLC | 3,611 | $54.7K | 0.00% | +9+0.2% | Added |
| Westside Investment Management, Inc. | 3,500 | $55.5K | 0.01% | +200+6.1% | Added |
| Innovative Asset Advisors Group, LLC | 3,650 | $58.0K | 0.03% | +3,650 | New |
| WealthCollab, LLC | 4,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 4,013 | $63.7K | 0.02% | −20−0.5% | Reduced |
| Penserra Capital Management LLC | 4,035 | $64.0K | 0.00% | +3,585+796.7% | Added |
| Hilton Head Capital Partners, LLC | 4,214 | $66.9K | 0.04% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 4,240 | $67.3K | 0.05% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,387 | $69.7K | 0.00% | +998+29.4% | Added |
| Osbon Capital Management LLC | 4,565 | $72.5K | 0.06% | +4,207+1,175.1% | Added |
| Hollencrest Capital Management | 4,616 | $73.3K | 0.00% | +4,616 | New |
| Huntington National Bank | 4,675 | $74.2K | 0.00% | +2,685+134.9% | Added |
| Assetmark, Inc | 4,785 | $76.0K | 0.00% | +2,741+134.1% | Added |
| Archetype Wealth Partners | 4,800 | $76.0K | 0.01% | +4,800 | New |
| Orion Capital Management LLC | 4,900 | $77.8K | 0.03% | +300+6.5% | Added |
| Tidemark, LLC | 4,911 | $78.0K | 0.02% | −23−0.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4,976 | $79.0K | 0.01% | +3,366+209.1% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $80.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,331 | $84.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,434 | $86.3K | 0.02% | +200+3.8% | Added |
| Tortoise Investment Management, LLC | 5,527 | $87.8K | 0.01% | +5,527 | New |
| Investment Research & Advisory Group, Inc. | 5,747 | $91.3K | 0.03% | +729+14.5% | Added |
| Lodestone Wealth Management LLC | 5,778 | $91.8K | 0.04% | +936+19.3% | Added |
| Global X Japan Co., Ltd. | 5,810 | $92.3K | 0.00% | +5,810 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $95.2K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 6,032 | $95.8K | 0.03% | −50,932−89.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 6,057 | $96.2K | 0.00% | −11,046−64.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 6,145 | $97.6K | 0.01% | +6,145 | New |
| Vestor Capital, LLC | 6,532 | $104.0K | 0.01% | +5,526+549.3% | Added |
| Wolff Wiese Magana LLC | 6,600 | $104.8K | 0.06% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6,994 | $111.1K | 0.00% | +1,669+31.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,266 | $114.0K | 0.00% | +7,266 | New |
| Kemnay Advisory Services Inc. | 7,301 | $115.9K | 0.02% | +851+13.2% | Added |
| Global Assets Advisory, LLC | 7,425 | $117.9K | 0.04% | +7,425 | New |
| NBC Securities, Inc. | 7,527 | $119.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,667 | $121.8K | 0.01% | +66+0.9% | Added |
| Strive Financial Group ,LLC | 8,024 | $127.0K | 0.07% | −787−8.9% | Reduced |
| Toth Financial Advisory Corp | 8,350 | $132.6K | 0.01% | +2,200+35.8% | Added |
| South State Corp. | 8,465 | $134.4K | 0.01% | −10−0.1% | Reduced |
| Red Door Wealth Management, LLC | 8,550 | $135.8K | 0.01% | +8,550 | New |
| FIL Ltd | 8,689 | $138.0K | 0.00% | +8,689 | New |
| Quadrant Capital Group LLC | 8,766 | $139.2K | 0.00% | +1,096+14.3% | Added |
| Abound Wealth Management | 8,893 | $141.2K | 0.03% | +7,833+739.0% | Added |
| AdvisorNet Financial, Inc | 8,915 | $141.6K | 0.01% | +1,702+23.6% | Added |
| Cassaday & Co Wealth Management LLC | 9,090 | $144.3K | 0.00% | −310−3.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,238 | $146.7K | 0.02% | +340+3.8% | Added |
| Alpha Wealth Funds, LLC | 10,000 | $151.5K | 0.11% | +10,000 | New |
| Ares Systematic Credit Ltd | 10,156 | $153.9K | 0.12% | −8,528−45.6% | Reduced |
| A&I Financial Services, LLC | 10,000 | $158.8K | 0.08% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 10,000 | $158.8K | 0.04% | +10,000 | New |
| Betterment LLC | 10,077 | $160.0K | 0.00% | +10,077 | New |
| United Advisor Group, LLC | 10,136 | $161.0K | 0.02% | +10,136 | New |
| Traynor Capital Management, Inc. | 10,636 | $161.1K | 0.01% | −14,067−56.9% | Reduced |
| Compass Capital Corp | 10,000 | $161.3K | 0.06% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 10,151 | $161.4K | 0.00% | −50,320−83.2% | Reduced |
| Keystone Financial Services | 10,176 | $161.6K | 0.05% | +231+2.3% | Added |
| Zullo Investment Group, Inc. | 10,324 | $163.9K | 0.06% | +610+6.3% | Added |
| Larson Financial Group LLC | 10,393 | $165.0K | 0.01% | +211+2.1% | Added |
| Panoramic Investment Advisors, LLC | 10,450 | $165.9K | 0.09% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,546 | $167.5K | 0.00% | +10,546 | New |
| Focus Financial Network, Inc. | 10,635 | $168.9K | 0.01% | −682−6.0% | Reduced |
| Transcend Wealth Collective, LLC | 10,637 | $168.9K | 0.01% | −336−3.1% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,765 | $170.9K | 0.01% | +35+0.3% | Added |
| Rosenberg Matthew Hamilton | 10,800 | $171.5K | 0.04% | −1,226−10.2% | Reduced |
| Horizon Wealth Management, LLC | 10,900 | $173.1K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10,922 | $173.4K | 0.01% | +138+1.3% | Added |
| Norden Group LLC | 10,964 | $174.1K | 0.02% | +611+5.9% | Added |
| Avion Wealth | 11,057 | $175.0K | 0.04% | +820+8.0% | Added |
| Diligent Investors, LLC | 11,027 | $175.1K | 0.04% | +907+9.0% | Added |
| Wellington Management Group LLP | 11,037 | $175.3K | 0.00% | +1,314+13.5% | Added |
| Allspring Global Investments Holdings, LLC | 11,228 | $175.5K | 0.00% | −808−6.7% | Reduced |
| Bogart Wealth, LLC | 11,052 | $175.5K | 0.01% | +8,983+434.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,095 | $176.2K | 0.00% | +2,125+23.7% | Added |
| Paradigm Financial Partners, LLC | 11,150 | $177.1K | 0.03% | −3,095−21.7% | Reduced |
| Evergreen Capital Management LLC | 11,281 | $179.1K | 0.00% | −28,751−71.8% | Reduced |