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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 18,413 | $292.4K | 0.00% | −2,238−10.8% | Reduced |
| Calton & Associates, Inc. | 18,532 | $294.3K | 0.04% | −1,659−8.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 18,560 | $294.7K | 0.06% | −126,172−87.2% | Reduced |
| Westmount Partners, LLC | 18,574 | $294.9K | 0.07% | +18,574 | New |
| Numerai GP LLC | 18,608 | $295.5K | 0.03% | −14,147−43.2% | Reduced |
| Principal Securities, Inc. | 18,709 | $297.1K | 0.00% | +1,681+9.9% | Added |
| Teacher Retirement System of Texas | 18,841 | $299.2K | 0.00% | −20,780−52.4% | Reduced |
| Coordinated Financial Services, Inc. | 19,100 | $303.3K | 0.18% | +1,500+8.5% | Added |
| Ashton Thomas Private Wealth, LLC | 19,133 | $303.8K | 0.01% | +6,863+55.9% | Added |
| Southern Financial Group, LLC | 19,345 | $307.2K | 0.09% | +1,505+8.4% | Added |
| Marshall Financial Group LLC | 19,451 | $308.9K | 0.05% | −798−3.9% | Reduced |
| Modus Advisors, LLC | 19,471 | $309.2K | 0.09% | +1,118+6.1% | Added |
| GAM Holding AG | 19,535 | $310.2K | 0.03% | +11,792+152.3% | Added |
| Rydar Equities, Inc. | 18,856 | $310.5K | 0.24% | +7,447+65.3% | Added |
| Private Trust Co NA | 19,634 | $311.8K | 0.03% | +4,958+33.8% | Added |
| Prudential PLC | 19,838 | $315.0K | 0.00% | 00.0% | Unchanged |
| Decision Investments, Inc | 20,066 | $318.6K | 0.36% | +2,826+16.4% | Added |
| Benjamin Edwards Inc | 20,095 | $319.1K | 0.00% | −880−4.2% | Reduced |
| Rathbone Brothers plc | 20,096 | $319.1K | 0.00% | +550+2.8% | Added |
| Polymer Capital Management (US) LLC | 20,126 | $319.6K | 0.05% | +7,806+63.4% | Added |
| Integrity Alliance, LLC. | 20,160 | $320.1K | 0.01% | −5,981−22.9% | Reduced |
| SRS Capital Advisors, Inc. | 20,450 | $324.9K | 0.01% | +10,179+99.1% | Added |
| TCW Group Inc | 20,509 | $325.7K | 0.00% | +993+5.1% | Added |
| Carnegie Lake Advisors LLC | 20,550 | $326.3K | 0.13% | −1,100−5.1% | Reduced |
| N.E.W. Advisory Services LLC | 20,758 | $329.6K | 0.02% | +18,359+765.3% | Added |
| Gladstone Institutional Advisory LLC | 20,824 | $330.7K | 0.01% | +4,324+26.2% | Added |
| Mayfair Advisory Group, LLC | 20,868 | $331.4K | 0.12% | +4,090+24.4% | Added |
| GTS Securities LLC | 20,880 | $331.6K | 0.01% | +20,880 | New |
| We Are One Seven, LLC | 21,029 | $333.9K | 0.01% | −5,647−21.2% | Reduced |
| Cozad Asset Management Inc | 21,057 | $334.4K | 0.03% | +21,057 | New |
| Jacobi Capital Management LLC | 21,065 | $334.5K | 0.02% | +10,500+99.4% | Added |
| SLT Holdings LLC | 21,137 | $335.7K | 0.24% | −11,150−34.5% | Reduced |
| Thrive Wealth Management, LLC | 21,310 | $338.4K | 0.05% | +1,818+9.3% | Added |
| Calamos Wealth Management LLC | 21,339 | $338.9K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 21,339 | $338.9K | 0.00% | +21,339 | New |
| one8zero8, LLC | 21,350 | $339.0K | 0.08% | −200−0.9% | Reduced |
| Claris Financial LLC | 22,074 | $339.9K | 0.19% | +13,863+168.8% | Added |
| Savant Capital, LLC | 21,468 | $340.9K | 0.00% | +3,973+22.7% | Added |
| Dynamic Advisor Solutions LLC | 21,491 | $341.3K | 0.01% | +1,906+9.7% | Added |
| Eventide Asset Management, LLC | 22,902 | $347.0K | 0.01% | +1,504+7.0% | Added |
| Spartan Wealth Advisory Services LLC | 21,935 | $348.3K | 0.03% | +21,935 | New |
| Skopos Labs, Inc. | 21,953 | $348.6K | 0.01% | +21,953 | New |
| UniSuper Management Pty Ltd | 22,000 | $349.4K | 0.00% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 21,477 | $349.4K | 0.02% | −332−1.5% | Reduced |
| Vestcor Inc | 22,100 | $351.0K | 0.01% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 22,215 | $352.3K | 0.01% | +7,244+48.4% | Added |
| Harbor Capital Advisors, Inc. | 22,236 | $353.0K | 0.03% | +22,236 | New |
| Keybank National Association | 22,410 | $355.9K | 0.00% | +11,012+96.6% | Added |
| Kingswood Wealth Advisors, LLC | 22,826 | $362.5K | 0.02% | +2,663+13.2% | Added |
| Wedmont Private Capital | 22,065 | $363.9K | 0.01% | −5,478−19.9% | Reduced |
| NorthRock Partners, LLC | 22,949 | $364.4K | 0.01% | −14,549−38.8% | Reduced |
| Wealthcare Advisory Partners LLC | 23,004 | $365.3K | 0.01% | +10,954+90.9% | Added |
| J.W. Cole Advisors, Inc. | 23,077 | $366.5K | 0.01% | +1,047+4.8% | Added |
| R Squared Ltd | 23,274 | $369.6K | 0.20% | +5,872+33.7% | Added |
| Manchester Financial Inc | 23,371 | $371.1K | 0.07% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 23,390 | $371.4K | 0.01% | −39,021−62.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 23,605 | $374.8K | 0.02% | −4,170−15.0% | Reduced |
| Mainstay Capital Management LLC | 23,645 | $375.5K | 0.03% | −60−0.3% | Reduced |
| TD Waterhouse Canada Inc. | 24,394 | $381.1K | 0.00% | −17,932−42.4% | Reduced |
| Foundations Investment Advisors, LLC | 24,052 | $381.9K | 0.00% | −10,861−31.1% | Reduced |
| Stratos Wealth Advisors, LLC | 24,108 | $382.8K | 0.02% | +7,518+45.3% | Added |
| Motley Fool Asset Management LLC | 24,164 | $383.7K | 0.02% | +3,821+18.8% | Added |
| Kennedy Investment Group | 24,166 | $383.8K | 0.15% | −3,834−13.7% | Reduced |
| Perpetual Ltd | 24,228 | $384.7K | 0.01% | +10,621+78.1% | Added |
| Coldstream Capital Management Inc | 24,693 | $392.1K | 0.00% | +11,211+83.2% | Added |
| Resources Investment Advisors, LLC. | 24,776 | $393.4K | 0.00% | −17,651−41.6% | Reduced |
| Correct Capital Wealth Management | 24,927 | $395.8K | 0.07% | +6,344+34.1% | Added |
| Pallas Capital Advisors LLC | 25,104 | $398.7K | 0.01% | +10,057+66.8% | Added |
| Quantbot Technologies LP | 25,187 | $400.0K | 0.02% | −266,015−91.4% | Reduced |
| AE Wealth Management LLC | 25,290 | $401.6K | 0.00% | +3,273+14.9% | Added |
| Legend Capital Advisors LLC | 25,425 | $403.7K | 0.25% | −500−1.9% | Reduced |
| WCG Wealth Advisors LLC | 25,972 | $412.4K | 0.01% | −13,327−33.9% | Reduced |
| Hexagon Capital Partners LLC | 26,059 | $413.8K | 0.06% | −130.0% | Reduced |
| Farther Finance Advisors, LLC | 26,777 | $418.5K | 0.00% | −9,668−26.5% | Reduced |
| Archford Capital Strategies, LLC | 26,385 | $419.0K | 0.05% | −17−0.1% | Reduced |
| MetLife Investment Management | 27,380 | $434.8K | 0.00% | −483−1.7% | Reduced |
| Capital Advisors Inc | 27,709 | $440.0K | 0.01% | +4,896+21.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 27,842 | $442.0K | 0.00% | −284,144−91.1% | Reduced |
| NVWM, LLC | 27,934 | $443.6K | 0.10% | +27,334+4,555.7% | Added |
| Change Path, LLC | 28,205 | $447.9K | 0.01% | −14,815−34.4% | Reduced |
| Fieldview Capital Management, LLC | 28,404 | $451.1K | 0.13% | +28,404 | New |
| Callan Family Office, LLC | 28,576 | $453.8K | 0.01% | −3,626−11.3% | Reduced |
| Avanza Fonder AB | 28,995 | $460.4K | 0.01% | +409+1.4% | Added |
| STRS Ohio | 29,003 | $460.6K | 0.00% | −389,443−93.1% | Reduced |
| Mayflower Financial Advisors, LLC | 29,202 | $463.7K | 0.06% | +653+2.3% | Added |
| Sequoia Financial Advisors, LLC | 29,276 | $464.9K | 0.00% | −19,946−40.5% | Reduced |
| Wealthspan Partners, LLC | 29,447 | $467.6K | 0.16% | +10,546+55.8% | Added |
| Macquarie Group Ltd | 29,495 | $468.4K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 29,677 | $471.3K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 30,094 | $477.9K | 0.01% | +4,031+15.5% | Added |
| Stifel Financial Corp | 30,285 | $480.9K | 0.00% | −144,903−82.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,713 | $487.7K | 0.00% | −301,313−90.7% | Reduced |
| Tower Research Capital LLC (TRC) | 30,814 | $489.3K | 0.01% | +21,043+215.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 31,122 | $493.1K | 0.00% | −198−0.6% | Reduced |
| Eddie Patel Inc | 31,124 | $494.3K | 0.38% | −154−0.5% | Reduced |
| Oxford Asset Management LLP | 31,994 | $508.1K | 0.21% | +31,994 | New |
| Financial Partners Group, Inc | 32,084 | $509.5K | 0.06% | −11,465−26.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 32,100 | $509.7K | 0.02% | +3,000+10.3% | Added |
| Aptus Capital Advisors, LLC | 32,354 | $513.8K | 0.00% | +1,186+3.8% | Added |
| Steward Partners Investment Advisory, LLC | 32,518 | $516.4K | 0.00% | +1,613+5.2% | Added |