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 |
|---|---|---|---|---|---|
| Umb Bank N A | 32,640 | $518.3K | 0.01% | +191+0.6% | Added |
| Meeder Advisory Services, Inc. | 32,923 | $522.8K | 0.02% | +7,316+28.6% | Added |
| Index Technologies Group LLC | 33,623 | $533.9K | 0.58% | +7,503+28.7% | Added |
| Diversified Trust Co | 33,717 | $535.4K | 0.01% | −26−0.1% | Reduced |
| Ritholtz Wealth Management | 33,751 | $536.0K | 0.01% | −4,749−12.3% | Reduced |
| Perigon Wealth Management, LLC | 34,255 | $544.0K | 0.01% | −2,885−7.8% | Reduced |
| Valeo Financial Advisors, LLC | 34,476 | $547.5K | 0.01% | +2,500+7.8% | Added |
| Victory Financial Group, LLC | 34,673 | $550.6K | 0.07% | +3,592+11.6% | Added |
| Maridea Wealth Management LLC | 34,716 | $551.3K | 0.08% | +24,509+240.1% | Added |
| North Dakota State Investment Board | 35,047 | $556.5K | 0.02% | −4,830−12.1% | Reduced |
| Rhodes Investment Advisors Inc | 35,108 | $557.5K | 0.48% | +35,108 | New |
| COFG Advisors, LLC | 35,253 | $559.8K | 0.14% | +639+1.8% | Added |
| Principal Financial Group Inc | 35,371 | $561.7K | 0.00% | +3,404+10.6% | Added |
| Florida Financial Advisors, LLC | 35,435 | $562.7K | 0.13% | +7,066+24.9% | Added |
| Capital Advantage, Inc. | 35,506 | $563.8K | 0.07% | +3,575+11.2% | Added |
| Clare Market Investments LLC | 35,905 | $570.2K | 0.12% | +35,905 | New |
| Independent Advisor Alliance | 36,012 | $571.9K | 0.01% | −5,573−13.4% | Reduced |
| Nikulski Financial, Inc. | 36,060 | $572.6K | 0.14% | +22,379+163.6% | Added |
| McGuire Investment Group, LLC | 36,118 | $573.6K | 0.06% | +168+0.5% | Added |
| AlphaCore Capital LLC | 36,357 | $577.3K | 0.01% | +25,161+224.7% | Added |
| Sterling Capital Management LLC | 36,621 | $581.5K | 0.01% | −26,743−42.2% | Reduced |
| Edgestream Partners, L.P. | 36,655 | $582.1K | 0.02% | −202,100−84.6% | Reduced |
| EntryPoint Capital, LLC | 36,764 | $583.8K | 0.17% | +20,007+119.4% | Added |
| Allianz Asset Management GmbH | 37,717 | $598.9K | 0.00% | +37,717 | New |
| Portman Square Capital LLP | 37,753 | $599.5K | 0.09% | +37,753 | New |
| Sowell Financial Services LLC | 37,765 | $599.7K | 0.02% | +21,890+137.9% | Added |
| Advisory Services Network, LLC | 38,029 | $603.9K | 0.01% | −1,550−3.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 39,965 | $608.7K | 0.02% | +28,385+245.1% | Added |
| Atomi Financial Group, Inc. | 38,597 | $612.9K | 0.02% | +6,117+18.8% | Added |
| Moseley Investment Management Inc | 38,689 | $614.4K | 0.20% | +111+0.3% | Added |
| First National Trust Co | 38,826 | $616.6K | 0.02% | +2,629+7.3% | Added |
| Everence Capital Management Inc | 38,931 | $618.0K | 0.04% | +4,904+14.4% | Added |
| Blueshift Asset Management, LLC | 39,952 | $634.4K | 0.19% | +31,736+386.3% | Added |
| Apollon Wealth Management, LLC | 40,755 | $647.2K | 0.01% | +28,773+240.1% | Added |
| RPG Investment Advisory, LLC | 40,790 | $647.7K | 0.08% | +12,540+44.4% | Added |
| Capital Markets Trading UK LLP | 40,916 | $650.0K | 0.58% | +27,774+211.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 42,785 | $650.2K | 0.01% | +35,785+511.2% | Added |
| Thoroughbred Financial Services, LLC | 41,055 | $651.0K | 0.04% | +684+1.7% | Added |
| KLCM Advisors, Inc. | 41,011 | $651.3K | 0.06% | +1,860+4.8% | Added |
| Engineers Gate Manager LP | 41,100 | $652.7K | 0.01% | −99,993−70.9% | Reduced |
| Vident Advisory, LLC | 41,277 | $655.5K | 0.01% | +10,305+33.3% | Added |
| PDT Partners, LLC | 42,296 | $671.7K | 0.04% | +19,859+88.5% | Added |
| Pensionmark Financial Group, LLC | 42,356 | $672.6K | 0.01% | +5,543+15.1% | Added |
| Weiss Asset Management LP | 43,027 | $683.3K | 0.01% | +16,207+60.4% | Added |
| Mangrove Partners | 43,305 | $687.7K | 0.06% | +43,305 | New |
| Susquehanna Advisors Group, Inc. | 43,492 | $690.7K | 0.03% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 43,644 | $693.1K | 0.02% | −14,472−24.9% | Reduced |
| Sun Financial Inc | 43,320 | $694.0K | 0.35% | +6,133+16.5% | Added |
| Level Four Advisory Services, LLC | 44,297 | $703.4K | 0.02% | +4,941+12.6% | Added |
| Pinnacle Associates Ltd | 45,146 | $716.9K | 0.01% | +2,291+5.3% | Added |
| Matisse Capital | 46,227 | $734.1K | 0.31% | +46,227 | New |
| Saudi Central Bank | 46,643 | $740.7K | 0.02% | +46,643 | New |
| Catalyst Funds Management Pty Ltd | 46,645 | $740.7K | 0.13% | +15,500+49.8% | Added |
| Floyd Financial Group LLC | 40,122 | $753.9K | 0.50% | +1,140+2.9% | Added |
| Krilogy Financial LLC | 39,784 | $757.1K | 0.02% | +22,128+125.3% | Added |
| MAI Capital Management | 47,930 | $761.1K | 0.00% | +41,007+592.3% | Added |
| Sepio Capital, LP | 48,723 | $773.7K | 0.04% | −33,806−41.0% | Reduced |
| Woodline Partners LP | 49,462 | $785.5K | 0.00% | +27,396+124.2% | Added |
| Pathway Financial Advisers, LLC | 49,525 | $786.5K | 0.22% | +1,677+3.5% | Added |
| Davenport & Co LLC | 49,617 | $787.9K | 0.00% | +12,203+32.6% | Added |
| BluePath Capital Management, LLC | 49,767 | $790.3K | 0.55% | −12,128−19.6% | Reduced |
| Prudential Financial Inc | 49,786 | $790.6K | 0.00% | −5,450−9.9% | Reduced |
| Beacon Pointe Advisors, LLC | 50,901 | $808.3K | 0.00% | +24,944+96.1% | Added |
| Means Investment Co., Inc. | 51,378 | $815.9K | 0.07% | −730−1.4% | Reduced |
| Viewpoint Capital Management LLC | 51,817 | $822.9K | 0.38% | −9,000−14.8% | Reduced |
| Norris Financial Group, LLC | 52,143 | $828.0K | 0.27% | −3,223−5.8% | Reduced |
| Keystone Financial Services, LLC | 52,201 | $829.0K | 0.56% | +600+1.2% | Added |
| Sumitomo Life Insurance Co | 52,383 | $831.8K | 0.02% | −37,080−41.4% | Reduced |
| Bayesian Capital Management, LP | 52,860 | $839.4K | 1.02% | +43,860+487.3% | Added |
| Howland Capital Management LLC | 53,347 | $847.2K | 0.03% | −1,800−3.3% | Reduced |
| CWM Advisors, LLC | 53,466 | $849.0K | 0.05% | +53,366+53,366.0% | Added |
| The PNC Financial Services Group, Inc. | 53,793 | $854.2K | 0.00% | −23,712−30.6% | Reduced |
| ASR Vermogensbeheer N.V. | 54,223 | $861.1K | 0.01% | +16,017+41.9% | Added |
| Brookstone Capital Management | 54,416 | $864.1K | 0.01% | −1,548−2.8% | Reduced |
| Custom Index Systems, LLC | 54,976 | $873.0K | 0.38% | +12,474+29.3% | Added |
| Neuberger Berman Group LLC | 55,009 | $873.5K | 0.00% | +316+0.6% | Added |
| Laurion Capital Management LP | 55,125 | $875.4K | 0.08% | −755,663−93.2% | Reduced |
| San Luis Wealth Advisors LLC | 55,408 | $879.9K | 0.15% | +740+1.4% | Added |
| PFG Investments, LLC | 55,738 | $885.1K | 0.04% | +16,365+41.6% | Added |
| River Street Advisors LLC | 55,792 | $886.0K | 0.30% | +9,728+21.1% | Added |
| FirstWave Capital Management LLC | 55,835 | $886.7K | 0.95% | +55,835 | New |
| Stansberry Asset Management, LLC | 55,898 | $887.7K | 0.09% | +5,207+10.3% | Added |
| Two Sigma Securities, LLC | 56,558 | $898.1K | 0.10% | +56,558 | New |
| M&T Bank Corp | 57,360 | $911.1K | 0.00% | +200.0% | Added |
| CIBC Asset Management Inc | 57,563 | $913.9K | 0.00% | +4,120+7.7% | Added |
| Merit Financial Group, LLC | 58,404 | $927.5K | 0.01% | −3,177−5.2% | Reduced |
| Rakuten Investment Management, Inc. | 63,087 | $955.8K | 0.00% | +12,361+24.4% | Added |
| Vise Technologies, Inc. | 36,530 | $956.4K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 60,942 | $967.8K | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 61,109 | $970.4K | 0.00% | −4,350−6.6% | Reduced |
| Nwam LLC | 61,456 | $975.9K | 0.06% | +747+1.2% | Added |
| Abn Amro Investment Solutions | 61,679 | $979.5K | 0.01% | +10,008+19.4% | Added |
| Mutual Advisors, LLC | 61,802 | $981.4K | 0.02% | −44,628−41.9% | Reduced |
| Integrated Wealth Concepts LLC | 63,247 | $1.00M | 0.01% | +39,888+170.8% | Added |
| Schroder Investment Management Group | 63,569 | $1.01M | 0.00% | +15,587+32.5% | Added |
| Philadelphia Investment Partners, LLC | 63,888 | $1.01M | 0.69% | +63,888 | New |
| Sigma Planning Corp | 64,281 | $1.02M | 0.03% | +7,474+13.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 65,370 | $1.04M | 0.05% | +15,115+30.1% | Added |
| Solidarilty Wealth, LLC | 65,661 | $1.04M | 0.20% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 65,658 | $1.04M | 0.06% | +27,226+70.8% | Added |