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 |
|---|---|---|---|---|---|
| Warm Springs Advisors Inc. | 160,000 | $2.54M | 2.16% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 162,004 | $2.57M | 1.23% | −93,659−36.6% | Reduced |
| Nissay Asset Management Corp | 162,079 | $2.57M | 0.01% | +8,496+5.5% | Added |
| Caption Management, LLC | 165,900 | $2.63M | 0.13% | +114,400+222.1% | Added |
| Gateway Investment Advisers LLC | 169,720 | $2.70M | 0.03% | +37,720+28.6% | Added |
| Hourglass Capital, LLC | 169,800 | $2.70M | 0.56% | +159,800+1,598.0% | Added |
| Envestnet Asset Management Inc | 170,947 | $2.71M | 0.00% | −53,639−23.9% | Reduced |
| Baird Financial Group, Inc. | 171,127 | $2.72M | 0.00% | −86,919−33.7% | Reduced |
| LGT Fund Management Co Ltd. | 173,200 | $2.75M | 0.12% | +173,200 | New |
| Old Second National Bank of Aurora | 173,439 | $2.75M | 0.57% | +2,698+1.6% | Added |
| British Columbia Investment Management Corp | 174,157 | $2.77M | 0.02% | −37,721−17.8% | Reduced |
| Mfg Wealth Management, Inc. | 179,099 | $2.84M | 2.36% | +70,122+64.3% | Added |
| Xponance, Inc. | 182,426 | $2.90M | 0.02% | +31,316+20.7% | Added |
| Wealthfront Advisers LLC | 184,228 | $2.93M | 0.01% | +17,594+10.6% | Added |
| Liontrust Investment Partners LLP | 186,655 | $2.96M | 0.05% | −241,665−56.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187,642 | $2.98M | 0.00% | −46,067−19.7% | Reduced |
| Illinois Municipal Retirement Fund | 189,849 | $3.01M | 0.04% | +37,554+24.7% | Added |
| CAPROCK Group, Inc. | 194,420 | $3.09M | 0.07% | −32,849−14.5% | Reduced |
| Van Eck Associates Corp | 195,755 | $3.11M | 0.00% | +8,656+4.6% | Added |
| RFG Advisory, LLC | 195,838 | $3.11M | 0.06% | +15,937+8.9% | Added |
| Utah Retirement Systems | 197,061 | $3.13M | 0.03% | +5,700+3.0% | Added |
| GM Advisory Group, Inc. | 200,426 | $3.18M | 0.12% | +160,000+395.8% | Added |
| Spirepoint Private Client, LLC | 201,551 | $3.20M | 0.30% | +201,551 | New |
| Sullivan Wood Capital Management LLC | 211,645 | $3.36M | 5.88% | +20,700+10.8% | Added |
| Stevens Capital Management LP | 212,387 | $3.37M | 0.52% | +212,387 | New |
| Pegasus Asset Management, Inc. | 212,786 | $3.38M | 1.08% | +79,127+59.2% | Added |
| Teamwork Financial Advisors, LLC | 212,789 | $3.38M | 0.38% | −247,331−53.8% | Reduced |
| Kestra Advisory Services, LLC | 213,367 | $3.39M | 0.01% | +8,738+4.3% | Added |
| Stratos Wealth Partners, LTD. | 215,510 | $3.42M | 0.04% | −6,471−2.9% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 230,649 | $3.54M | 0.01% | +229,849+28,731.1% | Added |
| Mariner, LLC | 227,251 | $3.61M | 0.00% | −278,841−55.1% | Reduced |
| OP Asset Management Ltd | 227,413 | $3.61M | 0.04% | +95,117+71.9% | Added |
| Ensign Peak Advisors, Inc | 235,432 | $3.74M | 0.01% | −29,359−11.1% | Reduced |
| Sanctuary Advisors, LLC | 239,487 | $3.80M | 0.02% | −46,124−16.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 243,074 | $3.86M | 0.01% | +6,073+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 245,232 | $3.89M | 0.22% | +245,232 | New |
| IFM Investors Pty Ltd | 246,093 | $3.91M | 0.03% | +24,054+10.8% | Added |
| SEB Asset Management AB | 246,095 | $3.91M | 0.02% | +246,095 | New |
| TD Asset Management Inc | 246,620 | $3.92M | 0.00% | +27,306+12.5% | Added |
| Andra AP-fonden | 246,940 | $3.92M | 0.05% | +228,140+1,213.5% | Added |
| Consolidated Investment Group LLC | 248,480 | $3.95M | 0.43% | +47,395+23.6% | Added |
| Mirae Asset Securities (USA) Inc. | 250,932 | $3.98M | 0.19% | +250,932 | New |
| Well Done, LLC | 252,100 | $4.00M | 0.59% | −694−0.3% | Reduced |
| Federated Hermes, Inc. | 253,024 | $4.02M | 0.01% | +140,129+124.1% | Added |
| Colony Group, LLC | 257,143 | $4.08M | 0.00% | −11,422−4.3% | Reduced |
| Walleye Capital LLC | 257,752 | $4.09M | 0.03% | −5,998−2.3% | Reduced |
| Canada Pension Plan Investment Board | 266,100 | $4.23M | 0.00% | +219,300+468.6% | Added |
| D.A. Davidson & Co. | 267,848 | $4.25M | 0.03% | +48,682+22.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 270,922 | $4.29M | 0.01% | +23,261+9.4% | Added |
| Janney Montgomery Scott LLC | 270,911 | $4.30M | 0.01% | +14,259+5.6% | Added |
| Vontobel Holding Ltd. | 271,273 | $4.31M | 0.01% | +195,322+257.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 272,527 | $4.33M | 0.63% | −52,156−16.1% | Reduced |
| Cypress Point Investment Management LP | 273,294 | $4.34M | 1.02% | +200,548+275.7% | Added |
| Federation des caisses Desjardins du Quebec | 274,021 | $4.35M | 0.02% | −5,514−2.0% | Reduced |
| AlphaStar Capital Management, LLC | 278,594 | $4.42M | 0.33% | +229,163+463.6% | Added |
| Parkside Investments, LLC | 278,840 | $4.43M | 0.54% | +19,475+7.5% | Added |
| Westbourne Investment Advisors, Inc. | 279,543 | $4.44M | 1.29% | +21,846+8.5% | Added |
| Voleon Capital Management LP | 279,849 | $4.44M | 0.10% | −329,146−54.0% | Reduced |
| Creative Planning | 294,595 | $4.68M | 0.00% | +72,845+32.9% | Added |
| Cerity Partners LLC | 302,117 | $4.80M | 0.01% | −36,420−10.8% | Reduced |
| LGT Group Foundation | 308,100 | $4.89M | 0.06% | +308,100 | New |
| DnB Asset Management AS | 309,806 | $4.92M | 0.02% | −138,379−30.9% | Reduced |
| American Century Companies Inc | 318,257 | $5.05M | 0.00% | −16,922−5.0% | Reduced |
| Sciencast Management LP | 323,375 | $5.14M | 0.65% | +323,375 | New |
| Fiduciary Alliance LLC | 277,817 | $5.22M | 0.32% | +67,844+32.3% | Added |
| Zacks Investment Management | 332,142 | $5.27M | 0.04% | +9,957+3.1% | Added |
| Anderson Hoagland & Co | 335,392 | $5.33M | 0.46% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 340,862 | $5.41M | 0.03% | +47,887+16.3% | Added |
| Royal London Asset Management Ltd | 342,020 | $5.43M | 0.01% | +293,951+611.5% | Added |
| Arizona State Retirement System | 343,363 | $5.45M | 0.03% | +14,522+4.4% | Added |
| Nomura Holdings Inc | 348,175 | $5.53M | 0.05% | +327,782+1,607.3% | Added |
| GWM Advisors LLC | 402,635 | $5.60M | 0.02% | +79,819+24.7% | Added |
| Public Employees Retirement System of Ohio | 353,250 | $5.61M | 0.02% | −11,723−3.2% | Reduced |
| MML Investors Services, LLC | 357,916 | $5.68M | 0.02% | −85,027−19.2% | Reduced |
| Capital Fund Management S.A. | 357,921 | $5.68M | 0.05% | +357,921 | New |
| Resona Asset Management Co.,Ltd. | 363,963 | $5.74M | 0.03% | +25,097+7.4% | Added |
| Carroll Investors, Inc | 368,451 | $5.85M | 3.13% | +156,145+73.5% | Added |
| XTX Topco Ltd | 376,299 | $5.98M | 0.10% | +328,495+687.2% | Added |
| SEI Investments Co | 377,140 | $5.99M | 0.01% | −490,063−56.5% | Reduced |
| Handelsbanken Fonder AB | 377,200 | $5.99M | 0.02% | +39,500+11.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 380,821 | $6.05M | 0.15% | +367,631+2,787.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 386,953 | $6.14M | 0.03% | +497+0.1% | Added |
| Toroso Investments, LLC | 387,144 | $6.15M | 0.02% | −3,086,885−88.9% | Reduced |
| Rakuten Securities, Inc. | 394,867 | $6.27M | 2.60% | −357,054−47.5% | Reduced |
| Victory Capital Management Inc | 398,231 | $6.32M | 0.00% | −10,071−2.5% | Reduced |
| Cresset Asset Management, LLC | 402,051 | $6.38M | 0.03% | −3,908−1.0% | Reduced |
| Blair William & Co | 405,759 | $6.44M | 0.02% | −246,108−37.8% | Reduced |
| Nomura Asset Management Co Ltd | 416,333 | $6.61M | 0.02% | +40,633+10.8% | Added |
| Summit Trail Advisors, LLC | 420,643 | $6.68M | 0.10% | +120,225+40.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 426,050 | $6.77M | 0.04% | +158,050+59.0% | Added |
| Great West Life Assurance Co | 430,611 | $6.87M | 0.01% | +20,336+5.0% | Added |
| Storebrand Asset Management AS | 432,827 | $6.87M | 0.02% | +14,494+3.5% | Added |
| State of New Jersey Common Pension Fund D | 434,409 | $6.90M | 0.03% | +18,614+4.5% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 436,397 | $6.93M | 0.01% | +8,330+1.9% | Added |
| Tredje AP-fonden | 444,854 | $7.06M | 0.04% | +444,854 | New |
| Dark Forest Capital Management LP | 450,929 | $7.16M | 0.64% | +334,291+286.6% | Added |
| Quantinno Capital Management LP | 459,791 | $7.30M | 0.01% | +98,093+27.1% | Added |
| Pictet Asset Management Holding SA | 468,089 | $7.43M | 0.01% | −38,389−7.6% | Reduced |
| KLP Kapitalforvaltning AS | 475,200 | $7.55M | 0.03% | +53,300+12.6% | Added |
| Asset Management One Co.,Ltd. | 477,678 | $7.59M | 0.02% | +26,541+5.9% | Added |