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 |
|---|---|---|---|---|---|
| Pure Financial Advisors, Inc. | 11,353 | $180.3K | 0.00% | −660−5.5% | Reduced |
| Fortis Capital Management LLC | 11,397 | $181.0K | 0.02% | +135+1.2% | Added |
| Cigna Investments Inc | 11,440 | $182.0K | 0.03% | 00.0% | Unchanged |
| Axim Planning & Wealth | 11,500 | $182.6K | 0.22% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 11,500 | $182.6K | 0.05% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11,623 | $184.6K | 0.06% | +3,907+50.6% | Added |
| Lake Street Financial LLC | 11,688 | $185.6K | 0.02% | +3,320+39.7% | Added |
| Signaturefd, LLC | 11,824 | $187.8K | 0.00% | −144−1.2% | Reduced |
| Sagespring Wealth Partners, LLC | 11,851 | $188.2K | 0.00% | −7,448−38.6% | Reduced |
| nVerses Capital, LLC | 11,931 | $189.5K | 0.17% | +11,931 | New |
| Glenmede Trust Co NA | 12,020 | $190.9K | 0.00% | +80+0.7% | Added |
| Phoenix Holdings Ltd. | 12,115 | $192.3K | 0.00% | +12,115 | New |
| Standard Life Aberdeen plc | 12,170 | $193.3K | 0.00% | +3,442+39.4% | Added |
| Metis Global Partners, LLC | 12,264 | $194.8K | 0.00% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,290 | $195.2K | 0.06% | −197,675−94.1% | Reduced |
| Advisors Management Group Inc | 12,386 | $196.0K | 0.04% | +860+7.5% | Added |
| Root Financial Partners, LLC | 12,353 | $196.2K | 0.01% | −2,380−16.2% | Reduced |
| Prostatis Group LLC | 12,386 | $196.7K | 0.05% | +125+1.0% | Added |
| WoodTrust Financial Corp | 12,400 | $197.0K | 0.03% | +12,400 | New |
| Fifth Third Bancorp | 12,422 | $197.3K | 0.00% | +9,296+297.4% | Added |
| Millennium Capital Advisors, LLC | 12,550 | $199.3K | 0.12% | +1,500+13.6% | Added |
| Pinebridge Investments LLC | 12,553 | $199.3K | 0.00% | +12,553 | New |
| Kingsview Wealth Management, LLC | 12,607 | $200.2K | 0.00% | +1,625+14.8% | Added |
| My Portfolio Guide, LLC | 12,673 | $201.2K | 0.11% | +12,673 | New |
| Parallel Advisors, LLC | 12,760 | $202.6K | 0.00% | −574−4.3% | Reduced |
| Park Avenue Securities LLC | 12,822 | $204.0K | 0.00% | −6,144−32.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 12,910 | $205.0K | 0.04% | +12,910 | New |
| Chicago Partners Investment Group LLC | 10,757 | $205.0K | 0.00% | +10,757 | New |
| F&V Capital Management, LLC | 13,000 | $206.0K | 0.04% | +13,000 | New |
| White Wing Wealth Management | 12,982 | $206.2K | 0.12% | +1,112+9.4% | Added |
| Ausdal Financial Partners, Inc. | 13,017 | $206.7K | 0.01% | −172−1.3% | Reduced |
| RSM US Wealth Management LLC | 13,032 | $206.9K | 0.00% | −9,410−41.9% | Reduced |
| Omers Administration Corp | 13,285 | $211.0K | 0.00% | −43,506−76.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,387 | $212.6K | 0.01% | −996−6.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 13,483 | $214.1K | 0.06% | +13,483 | New |
| PKS Advisory Services, LLC | 13,500 | $214.4K | 0.05% | +1,700+14.4% | Added |
| Buckingham Strategic Partners | 13,532 | $214.9K | 0.00% | −9,834−42.1% | Reduced |
| International Assets Investment Management, LLC | 13,760 | $215.1K | 0.01% | +2,698+24.4% | Added |
| Plum Street Advisors, LLC | 13,577 | $215.6K | 0.07% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 11,500 | $216.1K | 0.14% | −1,000−8.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 13,711 | $217.7K | 0.07% | −1,457−9.6% | Reduced |
| Ballentine Partners, LLC | 14,007 | $222.4K | 0.00% | −305−2.1% | Reduced |
| Trueblood Wealth Management, LLC | 14,090 | $223.7K | 0.09% | +4,000+39.6% | Added |
| AlphaGrep UK Ltd | 14,179 | $225.2K | 0.07% | +5,623+65.7% | Added |
| Visionary Wealth Advisors | 14,237 | $226.1K | 0.01% | +1,675+13.3% | Added |
| Palacios Wealth Management, LLC | 14,146 | $227.8K | 0.14% | +5,189+57.9% | Added |
| Financial Advisory Service, Inc. | 14,365 | $228.1K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 14,393 | $228.6K | 0.01% | +10,273+249.3% | Added |
| Acorn Financial Advisory Services Inc | 14,452 | $229.5K | 0.03% | −117,049−89.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,511 | $230.4K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 14,525 | $230.7K | 0.00% | +2,494+20.7% | Added |
| Commerce Bank | 14,613 | $232.1K | 0.00% | +14,613 | New |
| Capital Investment Advisors, LLC | 14,623 | $232.2K | 0.00% | −421−2.8% | Reduced |
| Fermata Advisors, LLC | 14,710 | $233.6K | 0.05% | −1,000−6.4% | Reduced |
| HB Wealth Management, LLC | 14,757 | $234.3K | 0.00% | +4,758+47.6% | Added |
| IFS Group,LLC | 14,970 | $237.7K | 0.21% | +14,970 | New |
| Intrua Financial, LLC | 14,997 | $238.2K | 0.03% | +3,925+35.4% | Added |
| Fortis Advisors, LLC | 15,000 | $238.2K | 0.12% | −2,500−14.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,014 | $238.4K | 0.01% | −38,173−71.8% | Reduced |
| Westco Advisory Services Inc | 15,019 | $238.5K | 0.15% | −800−5.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,075 | $239.4K | 0.04% | −1,300−7.9% | Reduced |
| Ring Mountain Capital, LLC | 15,382 | $244.0K | 0.13% | −4,209−21.5% | Reduced |
| Cary Street Partners Financial LLC | 15,398 | $244.5K | 0.01% | +515+3.5% | Added |
| Dynasty Wealth Management, LLC | 15,575 | $247.3K | 0.00% | +1,366+9.6% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,585 | $247.5K | 0.02% | +275+1.8% | Added |
| Northwest Wealth Management, LLC | 15,804 | $251.0K | 0.04% | −32−0.2% | Reduced |
| Tucker Asset Management LLC | 15,832 | $251.4K | 0.08% | −145−0.9% | Reduced |
| Avestar Capital, LLC | 15,835 | $251.5K | 0.02% | +44+0.3% | Added |
| Caxton Associates LLP | 15,900 | $252.5K | 0.01% | −3,630−18.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,921 | $252.8K | 0.00% | +2,684+20.3% | Added |
| Robeco Institutional Asset Management B.V. | 15,960 | $253.4K | 0.00% | −8,495−34.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,978 | $253.7K | 0.01% | +15,978 | New |
| BankChampaign, National Association | 15,986 | $253.9K | 0.25% | −3,965−19.9% | Reduced |
| Oxford Financial Group Ltd | 16,000 | $254.1K | 0.01% | +16,000 | New |
| Yousif Capital Management, LLC | 16,095 | $255.6K | 0.00% | +385+2.5% | Added |
| Truefg, LLC | 16,125 | $256.1K | 0.07% | −175−1.1% | Reduced |
| Gotham Asset Management, LLC | 16,320 | $259.2K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 16,359 | $259.8K | 0.00% | −83,945−83.7% | Reduced |
| Albion Financial Group | 16,415 | $260.7K | 0.02% | 00.0% | Unchanged |
| Pacitti Group Inc. | 16,484 | $261.8K | 0.10% | +439+2.7% | Added |
| VARCOV Co. | 16,498 | $262.0K | 0.10% | +16,498 | New |
| Garden State Investment Advisory Services LLC | 16,506 | $262.1K | 0.06% | +4,300+35.2% | Added |
| Hunting Hill Global Capital, LLC | 16,672 | $264.8K | 0.32% | −18,244−52.3% | Reduced |
| Concorde Asset Management, LLC | 16,699 | $265.2K | 0.13% | −12,121−42.1% | Reduced |
| IHT Wealth Management, LLC | 16,725 | $265.6K | 0.01% | +1,667+11.1% | Added |
| M1 Capital Management LLC | 16,800 | $266.8K | 0.12% | +1,750+11.6% | Added |
| United Capital Financial Advisers, LLC | 17,011 | $270.1K | 0.00% | +3,494+25.8% | Added |
| Karras Company, Inc. | 17,036 | $270.5K | 0.27% | −75−0.4% | Reduced |
| Meridian Wealth Management, LLC | 17,048 | $270.7K | 0.01% | −115,036−87.1% | Reduced |
| SeaCrest Wealth Management, LLC | 17,154 | $272.4K | 0.03% | −14,101−45.1% | Reduced |
| 111 Capital | 17,235 | $273.7K | 0.07% | +17,235 | New |
| Aldebaran Financial Inc. | 17,360 | $275.7K | 0.26% | 00.0% | Unchanged |
| Bensler, LLC | 17,450 | $277.1K | 0.03% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 17,694 | $281.0K | 0.03% | +6,365+56.2% | Added |
| USAdvisors Wealth Management, LLC | 18,725 | $283.0K | 0.09% | +900+5.0% | Added |
| Probity Advisors, Inc. | 17,854 | $283.5K | 0.04% | −227−1.3% | Reduced |
| GWN Securities Inc. | 18,006 | $285.9K | 0.05% | +18,006 | New |
| StoneX Group Inc. | 18,209 | $289.2K | 0.02% | +18,209 | New |
| National Asset Management, Inc. | 19,167 | $290.4K | 0.02% | +3,112+19.4% | Added |
| Siemens Fonds Invest GmbH | 18,314 | $290.8K | 0.02% | +1,604+9.6% | Added |