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 |
|---|---|---|---|---|---|
| Empowered Funds, LLC | 65,704 | $1.04M | 0.01% | −35,128−34.8% | Reduced |
| Alta Wealth Advisors LLC | 66,148 | $1.05M | 0.34% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 66,332 | $1.05M | 0.06% | +50,266+312.9% | Added |
| Kestra Private Wealth Services, LLC | 66,392 | $1.05M | 0.01% | −3,512−5.0% | Reduced |
| Oasis Advisors, LLC | 66,534 | $1.06M | 0.21% | +58,216+699.9% | Added |
| Amalgamated Bank | 66,761 | $1.06M | 0.01% | −2,115−3.1% | Reduced |
| Midwest Professional Planners, LTD. | 67,665 | $1.07M | 0.25% | −10,437−13.4% | Reduced |
| Hudock, Inc. | 68,890 | $1.09M | 0.16% | +10,238+17.5% | Added |
| Soltis Investment Advisors LLC | 68,922 | $1.09M | 0.07% | +4,639+7.2% | Added |
| Polianta Ltd | 71,800 | $1.14M | 0.15% | +71,800 | New |
| Manufacturers Life Insurance Company, The | 71,845 | $1.14M | 0.00% | +5,304+8.0% | Added |
| Centaurus Financial, Inc. | 72,374 | $1.15M | 0.05% | +61,228+549.3% | Added |
| Arkadios Wealth Advisors | 73,370 | $1.17M | 0.02% | +10,587+16.9% | Added |
| Leonteq Securities AG | 73,552 | $1.17M | 0.07% | +57,904+370.0% | Added |
| Eurizon Capital SGR S.p.A. | 75,329 | $1.19M | 0.00% | +13,413+21.7% | Added |
| Pinkerton Retirement Specialists, LLC | 45,900 | $1.20M | 0.11% | +600+1.3% | Added |
| Fortis Group Advisors, LLC | 75,344 | $1.21M | 0.20% | −613−0.8% | Reduced |
| Truist Financial Corp | 77,340 | $1.23M | 0.00% | +6,779+9.6% | Added |
| Spire Wealth Management | 78,120 | $1.24M | 0.04% | −8,038−9.3% | Reduced |
| Simplicity Wealth,LLC | 78,143 | $1.24M | 0.07% | −13,384−14.6% | Reduced |
| MLP3, LLC | 78,515 | $1.25M | 1.37% | +44,385+130.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 81,443 | $1.26M | 0.01% | +36,011+79.3% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $1.27M | 2.71% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 80,450 | $1.28M | 0.61% | 00.0% | Unchanged |
| DRW Securities, LLC | 81,825 | $1.30M | 0.07% | +67,614+475.8% | Added |
| Franklin Resources Inc | 81,929 | $1.30M | 0.00% | −96,429−54.1% | Reduced |
| TCG Advisory Services, LLC | 82,152 | $1.30M | 0.03% | +18,336+28.7% | Added |
| Brinker Capital Investments, LLC | 82,539 | $1.31M | 0.01% | −4,324−5.0% | Reduced |
| Harbour Investments, Inc. | 83,166 | $1.32M | 0.02% | +13,078+18.7% | Added |
| Kovack Advisors, Inc. | 87,076 | $1.36M | 0.07% | +2,924+3.5% | Added |
| Headlands Technologies LLC | 86,458 | $1.37M | 0.16% | +1,720+2.0% | Added |
| Prospera Financial Services Inc | 87,992 | $1.40M | 0.02% | −1,804−2.0% | Reduced |
| Pathstone Holdings, LLC | 89,070 | $1.41M | 0.01% | −24,038−21.3% | Reduced |
| Janus Henderson Group PLC | 89,200 | $1.42M | 0.00% | −200,000−69.2% | Reduced |
| Verition Fund Management LLC | 90,136 | $1.43M | 0.01% | −38,080−29.7% | Reduced |
| Allstate Corp | 90,334 | $1.43M | 0.02% | +882+1.0% | Added |
| Investment Management Corp of Ontario | 90,430 | $1.44M | 0.02% | −11,849−11.6% | Reduced |
| Laird Norton Trust Company, LLC | 91,325 | $1.45M | 0.03% | +4,739+5.5% | Added |
| Axq Capital, LP | 92,022 | $1.46M | 0.19% | −13,648−12.9% | Reduced |
| Davy Global Fund Management Ltd | 92,111 | $1.46M | 0.11% | −12,176−11.7% | Reduced |
| Lakeshore Financial Planning, Inc. | 92,277 | $1.47M | 0.53% | +50,812+122.5% | Added |
| Voya Investment Management LLC | 92,513 | $1.47M | 0.00% | −1,137−1.2% | Reduced |
| Slow Capital, Inc. | 92,554 | $1.47M | 0.19% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 93,658 | $1.49M | 0.03% | −73,208−43.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 95,018 | $1.51M | 0.01% | −79,347−45.5% | Reduced |
| Miracle Mile Advisors, LLC | 95,082 | $1.51M | 0.02% | +4,252+4.7% | Added |
| Aigen Investment Management, LP | 95,967 | $1.52M | 0.39% | +95,967 | New |
| Gulf International Bank (UK) Ltd | 97,800 | $1.55M | 0.03% | +41,317+73.1% | Added |
| Osmosis Investment Management UK Ltd | 97,846 | $1.55M | 0.04% | +97,846 | New |
| Clean Yield Group | 98,433 | $1.56M | 0.44% | +63,817+184.4% | Added |
| CoreCap Advisors, LLC | 98,712 | $1.57M | 0.05% | +77,445+364.2% | Added |
| IFP Advisors, Inc | 98,813 | $1.57M | 0.03% | +2,932+3.1% | Added |
| Sava Infond d.o.o. | 99,050 | $1.57M | 0.22% | −8,500−7.9% | Reduced |
| Virtu Financial LLC | 99,685 | $1.58M | 0.07% | +99,685 | New |
| Mackenzie Financial Corp | 99,862 | $1.59M | 0.00% | +42,789+75.0% | Added |
| Ameliora Wealth Management Ltd. | 100,000 | $1.59M | 0.51% | +100,000 | New |
| GatePass Capital, LLC | 100,102 | $1.59M | 0.77% | −200.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 100,160 | $1.59M | 0.02% | −10,885−9.8% | Reduced |
| Polen Capital Management LLC | 103,345 | $1.64M | 0.01% | −14,105−12.0% | Reduced |
| Captrust Financial Advisors | 104,088 | $1.65M | 0.00% | +39,419+61.0% | Added |
| Tradition Wealth Management, LLC | 104,988 | $1.67M | 0.12% | −24,608−19.0% | Reduced |
| Perennial Investment Advisors, LLC | 105,739 | $1.68M | 0.13% | +7,685+7.8% | Added |
| Firethorn Wealth Partners, LLC | 106,694 | $1.69M | 0.62% | −2,332−2.1% | Reduced |
| JustInvest LLC | 106,866 | $1.70M | 0.02% | +4,036+3.9% | Added |
| Mediolanum International Funds Ltd | 114,405 | $1.73M | 0.02% | −275,149−70.6% | Reduced |
| Capital Advisors Wealth Management, LLC | 110,792 | $1.76M | 0.24% | +1,309+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 111,653 | $1.77M | 0.01% | +111,653 | New |
| US Bancorp | 112,215 | $1.78M | 0.00% | +30,213+36.8% | Added |
| Miller Financial Services LLC | 113,683 | $1.81M | 2.01% | +9,045+8.6% | Added |
| CIBC Bancorp USA Inc. | 114,097 | $1.81M | 0.00% | +114,097 | New |
| Swiss Life Asset Management Ltd | 114,723 | $1.82M | 0.01% | −87,610−43.3% | Reduced |
| Baker Avenue Asset Management, LP | 115,305 | $1.83M | 0.04% | +140.0% | Added |
| Taylor Frigon Capital Management LLC | 118,017 | $1.87M | 1.07% | +31,081+35.8% | Added |
| Public Employees Retirement Association of Colorado | 118,220 | $1.88M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 118,607 | $1.88M | 0.00% | −188,188−61.3% | Reduced |
| CWM, LLC | 118,803 | $1.89M | 0.00% | +45,973+63.1% | Added |
| Brevan Howard Capital Management LP | 119,085 | $1.89M | 0.02% | −264,789−69.0% | Reduced |
| Equitable Holdings, Inc. | 73,061 | $1.91M | 0.01% | +10,376+16.6% | Added |
| Baker Chad R | 121,415 | $1.93M | 0.36% | +62,870+107.4% | Added |
| Elo Mutual Pension Insurance Co | 122,143 | $1.94M | 0.03% | −32,366−20.9% | Reduced |
| Alliance Wealth Advisors, LLC | 122,245 | $1.94M | 0.42% | −74−0.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 123,645 | $1.96M | 0.05% | +500+0.4% | Added |
| Torrey Growth & Income Advisors | 126,027 | $1.97M | 0.83% | +10,000+8.6% | Added |
| Jacobs Levy Equity Management, Inc | 125,332 | $1.99M | 0.01% | −334−0.3% | Reduced |
| Credit Agricole S A | 128,322 | $2.04M | 0.01% | +36,673+40.0% | Added |
| Concurrent Investment Advisors, LLC | 128,981 | $2.05M | 0.02% | −13,955−9.8% | Reduced |
| Allworth Financial LP | 130,413 | $2.07M | 0.01% | +2,769+2.2% | Added |
| Lido Advisors, LLC | 130,992 | $2.08M | 0.01% | +22,030+20.2% | Added |
| Caisse des Depots Et Consignations | 133,675 | $2.12M | 0.04% | 00.0% | Unchanged |
| Intellus Advisors LLC | 135,037 | $2.14M | 0.29% | +13,138+10.8% | Added |
| Nisa Investment Advisors, LLC | 136,957 | $2.17M | 0.01% | −24,654−15.3% | Reduced |
| Triumph Capital Management | 139,955 | $2.22M | 0.45% | +15,468+12.4% | Added |
| Mercer Global Advisors Inc | 143,770 | $2.28M | 0.00% | −2,720−1.9% | Reduced |
| QRG Capital Management, Inc. | 145,955 | $2.32M | 0.02% | −24,198−14.2% | Reduced |
| Candriam Luxembourg S.C.A. | 146,001 | $2.32M | 0.01% | +8,366+6.1% | Added |
| CI Private Wealth, LLC | 181,921 | $2.38M | 0.00% | −687−0.4% | Reduced |
| Havemeyer Place LP | 150,149 | $2.38M | 0.28% | +150,149 | New |
| Swedbank AB | 153,529 | $2.44M | 0.00% | +54,338+54.8% | Added |
| Xcel Wealth Management, LLC | 158,965 | $2.52M | 0.70% | +89,033+127.3% | Added |
| Oppenheimer & Co Inc | 159,868 | $2.54M | 0.03% | −96,428−37.6% | Reduced |