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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 690,229 | $11.0M | 0.02% | +153,978+28.7% | Added |
| Moors & Cabot, Inc. | 684,669 | $10.9M | 0.47% | +27,971+4.3% | Added |
| Reynders McVeigh Capital Management, LLC | 681,794 | $10.8M | 0.55% | +139,914+25.8% | Added |
| Longitude (Cayman) Ltd. | 645,000 | $10.2M | 8.94% | +215,000+50.0% | Added |
| Brighton Jones LLC | 636,631 | $10.1M | 0.22% | +5,072+0.8% | Added |
| Vanguard Global Advisers, LLC | 625,567 | $9.93M | 0.01% | +625,567 | New |
| Vanguard Investments Australia, Ltd. | 623,650 | $9.90M | 0.03% | +623,650 | New |
| PEAK6 LLC | 616,604 | $9.79M | 0.28% | −416,546−40.3% | Reduced |
| National Bank of Canada | 606,715 | $9.64M | 0.01% | +518,251+585.8% | Added |
| AQR Capital Management LLC | 596,609 | $9.30M | 0.00% | −51,353−7.9% | Reduced |
| Aquatic Capital Management LLC | 576,474 | $9.15M | 0.26% | −715,970−55.4% | Reduced |
| Alyeska Investment Group, L.P. | 575,000 | $9.13M | 0.03% | +575,000 | New |
| New York State Common Retirement Fund | 574,887 | $9.13M | 0.01% | +25,000+4.5% | Added |
| Summit Financial, LLC | 571,672 | $9.08M | 0.12% | −151,884−21.0% | Reduced |
| Intech Investment Management LLC | 559,247 | $8.88M | 0.09% | +280,946+101.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 550,127 | $8.73M | 0.01% | −211,382−27.8% | Reduced |
| Danske Bank A/S | 548,645 | $8.71M | 0.02% | −80,855−12.8% | Reduced |
| Russell Investments Group, Ltd. | 544,444 | $8.59M | 0.01% | −95,825−15.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 525,064 | $8.34M | 0.07% | −40,543−7.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 521,209 | $8.28M | 0.07% | +3,717+0.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 519,301 | $8.25M | 0.02% | +46,185+9.8% | Added |
| Treasurer of the State of North Carolina | 519,117 | $8.24M | 0.03% | +11,057+2.2% | Added |
| Commonwealth Equity Services, LLC | 511,571 | $8.12M | 0.01% | +53,819+11.8% | Added |
| KBC Group NV | 499,479 | $7.93M | 0.02% | −257,669−34.0% | Reduced |
| ExodusPoint Capital Management, LP | 497,081 | $7.89M | 0.08% | +286,785+136.4% | Added |
| Nordea Investment Management AB | 509,948 | $7.85M | 0.01% | +377,746+285.7% | Added |
| Asset Management One Co.,Ltd. | 477,678 | $7.59M | 0.02% | +26,541+5.9% | Added |
| KLP Kapitalforvaltning AS | 475,200 | $7.55M | 0.03% | +53,300+12.6% | Added |
| Pictet Asset Management Holding SA | 468,089 | $7.43M | 0.01% | −38,389−7.6% | Reduced |
| Quantinno Capital Management LP | 459,791 | $7.30M | 0.01% | +98,093+27.1% | Added |
| Dark Forest Capital Management LP | 450,929 | $7.16M | 0.64% | +334,291+286.6% | Added |
| Tredje AP-fonden | 444,854 | $7.06M | 0.04% | +444,854 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 436,397 | $6.93M | 0.01% | +8,330+1.9% | Added |
| State of New Jersey Common Pension Fund D | 434,409 | $6.90M | 0.03% | +18,614+4.5% | Added |
| Storebrand Asset Management AS | 432,827 | $6.87M | 0.02% | +14,494+3.5% | Added |
| Great West Life Assurance Co | 430,611 | $6.87M | 0.01% | +20,336+5.0% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 426,050 | $6.77M | 0.04% | +158,050+59.0% | Added |
| Summit Trail Advisors, LLC | 420,643 | $6.68M | 0.10% | +120,225+40.0% | Added |
| Nomura Asset Management Co Ltd | 416,333 | $6.61M | 0.02% | +40,633+10.8% | Added |
| Blair William & Co | 405,759 | $6.44M | 0.02% | −246,108−37.8% | Reduced |
| Cresset Asset Management, LLC | 402,051 | $6.38M | 0.03% | −3,908−1.0% | Reduced |
| Victory Capital Management Inc | 398,231 | $6.32M | 0.00% | −10,071−2.5% | Reduced |
| Rakuten Securities, Inc. | 394,867 | $6.27M | 2.60% | −357,054−47.5% | Reduced |
| Toroso Investments, LLC | 387,144 | $6.15M | 0.02% | −3,086,885−88.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 386,953 | $6.14M | 0.03% | +497+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 380,821 | $6.05M | 0.15% | +367,631+2,787.2% | Added |
| Handelsbanken Fonder AB | 377,200 | $5.99M | 0.02% | +39,500+11.7% | Added |
| SEI Investments Co | 377,140 | $5.99M | 0.01% | −490,063−56.5% | Reduced |
| XTX Topco Ltd | 376,299 | $5.98M | 0.10% | +328,495+687.2% | Added |
| Carroll Investors, Inc | 368,451 | $5.85M | 3.13% | +156,145+73.5% | Added |
| Resona Asset Management Co.,Ltd. | 363,963 | $5.74M | 0.03% | +25,097+7.4% | Added |
| Capital Fund Management S.A. | 357,921 | $5.68M | 0.05% | +357,921 | New |
| MML Investors Services, LLC | 357,916 | $5.68M | 0.02% | −85,027−19.2% | Reduced |
| Public Employees Retirement System of Ohio | 353,250 | $5.61M | 0.02% | −11,723−3.2% | Reduced |
| GWM Advisors LLC | 402,635 | $5.60M | 0.02% | +79,819+24.7% | Added |
| Nomura Holdings Inc | 348,175 | $5.53M | 0.05% | +327,782+1,607.3% | Added |
| Arizona State Retirement System | 343,363 | $5.45M | 0.03% | +14,522+4.4% | Added |
| Royal London Asset Management Ltd | 342,020 | $5.43M | 0.01% | +293,951+611.5% | Added |
| Private Advisor Group, LLC | 340,862 | $5.41M | 0.03% | +47,887+16.3% | Added |
| Anderson Hoagland & Co | 335,392 | $5.33M | 0.46% | 00.0% | Unchanged |
| Zacks Investment Management | 332,142 | $5.27M | 0.04% | +9,957+3.1% | Added |
| Fiduciary Alliance LLC | 277,817 | $5.22M | 0.32% | +67,844+32.3% | Added |
| Sciencast Management LP | 323,375 | $5.14M | 0.65% | +323,375 | New |
| American Century Companies Inc | 318,257 | $5.05M | 0.00% | −16,922−5.0% | Reduced |
| DnB Asset Management AS | 309,806 | $4.92M | 0.02% | −138,379−30.9% | Reduced |
| LGT Group Foundation | 308,100 | $4.89M | 0.06% | +308,100 | New |
| Cerity Partners LLC | 302,117 | $4.80M | 0.01% | −36,420−10.8% | Reduced |
| Creative Planning | 294,595 | $4.68M | 0.00% | +72,845+32.9% | Added |
| Voleon Capital Management LP | 279,849 | $4.44M | 0.10% | −329,146−54.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 279,543 | $4.44M | 1.29% | +21,846+8.5% | Added |
| Parkside Investments, LLC | 278,840 | $4.43M | 0.54% | +19,475+7.5% | Added |
| AlphaStar Capital Management, LLC | 278,594 | $4.42M | 0.33% | +229,163+463.6% | Added |
| Federation des caisses Desjardins du Quebec | 274,021 | $4.35M | 0.02% | −5,514−2.0% | Reduced |
| Cypress Point Investment Management LP | 273,294 | $4.34M | 1.02% | +200,548+275.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 272,527 | $4.33M | 0.63% | −52,156−16.1% | Reduced |
| Vontobel Holding Ltd. | 271,273 | $4.31M | 0.01% | +195,322+257.2% | Added |
| Janney Montgomery Scott LLC | 270,911 | $4.30M | 0.01% | +14,259+5.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 270,922 | $4.29M | 0.01% | +23,261+9.4% | Added |
| D.A. Davidson & Co. | 267,848 | $4.25M | 0.03% | +48,682+22.2% | Added |
| Canada Pension Plan Investment Board | 266,100 | $4.23M | 0.00% | +219,300+468.6% | Added |
| Walleye Capital LLC | 257,752 | $4.09M | 0.03% | −5,998−2.3% | Reduced |
| Colony Group, LLC | 257,143 | $4.08M | 0.00% | −11,422−4.3% | Reduced |
| Federated Hermes, Inc. | 253,024 | $4.02M | 0.01% | +140,129+124.1% | Added |
| Well Done, LLC | 252,100 | $4.00M | 0.59% | −694−0.3% | Reduced |
| Mirae Asset Securities (USA) Inc. | 250,932 | $3.98M | 0.19% | +250,932 | New |
| Consolidated Investment Group LLC | 248,480 | $3.95M | 0.43% | +47,395+23.6% | Added |
| Andra AP-fonden | 246,940 | $3.92M | 0.05% | +228,140+1,213.5% | Added |
| TD Asset Management Inc | 246,620 | $3.92M | 0.00% | +27,306+12.5% | Added |
| SEB Asset Management AB | 246,095 | $3.91M | 0.02% | +246,095 | New |
| IFM Investors Pty Ltd | 246,093 | $3.91M | 0.03% | +24,054+10.8% | Added |
| Campbell & CO Investment Adviser LLC | 245,232 | $3.89M | 0.22% | +245,232 | New |
| Cambridge Investment Research Advisors, Inc. | 243,074 | $3.86M | 0.01% | +6,073+2.6% | Added |
| Sanctuary Advisors, LLC | 239,487 | $3.80M | 0.02% | −46,124−16.1% | Reduced |
| Ensign Peak Advisors, Inc | 235,432 | $3.74M | 0.01% | −29,359−11.1% | Reduced |
| OP Asset Management Ltd | 227,413 | $3.61M | 0.04% | +95,117+71.9% | Added |
| Mariner, LLC | 227,251 | $3.61M | 0.00% | −278,841−55.1% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 230,649 | $3.54M | 0.01% | +229,849+28,731.1% | Added |
| Stratos Wealth Partners, LTD. | 215,510 | $3.42M | 0.04% | −6,471−2.9% | Reduced |
| Kestra Advisory Services, LLC | 213,367 | $3.39M | 0.01% | +8,738+4.3% | Added |
| Teamwork Financial Advisors, LLC | 212,789 | $3.38M | 0.38% | −247,331−53.8% | Reduced |