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 |
|---|---|---|---|---|---|
| Pegasus Asset Management, Inc. | 212,786 | $3.38M | 1.08% | +79,127+59.2% | Added |
| Stevens Capital Management LP | 212,387 | $3.37M | 0.52% | +212,387 | New |
| Sullivan Wood Capital Management LLC | 211,645 | $3.36M | 5.88% | +20,700+10.8% | Added |
| Spirepoint Private Client, LLC | 201,551 | $3.20M | 0.30% | +201,551 | New |
| GM Advisory Group, Inc. | 200,426 | $3.18M | 0.12% | +160,000+395.8% | Added |
| Utah Retirement Systems | 197,061 | $3.13M | 0.03% | +5,700+3.0% | Added |
| RFG Advisory, LLC | 195,838 | $3.11M | 0.06% | +15,937+8.9% | Added |
| Van Eck Associates Corp | 195,755 | $3.11M | 0.00% | +8,656+4.6% | Added |
| CAPROCK Group, Inc. | 194,420 | $3.09M | 0.07% | −32,849−14.5% | Reduced |
| Illinois Municipal Retirement Fund | 189,849 | $3.01M | 0.04% | +37,554+24.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 187,642 | $2.98M | 0.00% | −46,067−19.7% | Reduced |
| Liontrust Investment Partners LLP | 186,655 | $2.96M | 0.05% | −241,665−56.4% | Reduced |
| Wealthfront Advisers LLC | 184,228 | $2.93M | 0.01% | +17,594+10.6% | Added |
| Xponance, Inc. | 182,426 | $2.90M | 0.02% | +31,316+20.7% | Added |
| Mfg Wealth Management, Inc. | 179,099 | $2.84M | 2.36% | +70,122+64.3% | Added |
| British Columbia Investment Management Corp | 174,157 | $2.77M | 0.02% | −37,721−17.8% | Reduced |
| Old Second National Bank of Aurora | 173,439 | $2.75M | 0.57% | +2,698+1.6% | Added |
| LGT Fund Management Co Ltd. | 173,200 | $2.75M | 0.12% | +173,200 | New |
| Baird Financial Group, Inc. | 171,127 | $2.72M | 0.00% | −86,919−33.7% | Reduced |
| Envestnet Asset Management Inc | 170,947 | $2.71M | 0.00% | −53,639−23.9% | Reduced |
| Hourglass Capital, LLC | 169,800 | $2.70M | 0.56% | +159,800+1,598.0% | Added |
| Gateway Investment Advisers LLC | 169,720 | $2.70M | 0.03% | +37,720+28.6% | Added |
| Caption Management, LLC | 165,900 | $2.63M | 0.13% | +114,400+222.1% | Added |
| Nissay Asset Management Corp | 162,079 | $2.57M | 0.01% | +8,496+5.5% | Added |
| CMG Global Holdings, LLC | 162,004 | $2.57M | 1.23% | −93,659−36.6% | Reduced |
| Warm Springs Advisors Inc. | 160,000 | $2.54M | 2.16% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 159,868 | $2.54M | 0.03% | −96,428−37.6% | Reduced |
| Xcel Wealth Management, LLC | 158,965 | $2.52M | 0.70% | +89,033+127.3% | Added |
| Swedbank AB | 153,529 | $2.44M | 0.00% | +54,338+54.8% | Added |
| Havemeyer Place LP | 150,149 | $2.38M | 0.28% | +150,149 | New |
| CI Private Wealth, LLC | 181,921 | $2.38M | 0.00% | −687−0.4% | Reduced |
| Candriam Luxembourg S.C.A. | 146,001 | $2.32M | 0.01% | +8,366+6.1% | Added |
| QRG Capital Management, Inc. | 145,955 | $2.32M | 0.02% | −24,198−14.2% | Reduced |
| Mercer Global Advisors Inc | 143,770 | $2.28M | 0.00% | −2,720−1.9% | Reduced |
| Triumph Capital Management | 139,955 | $2.22M | 0.45% | +15,468+12.4% | Added |
| Nisa Investment Advisors, LLC | 136,957 | $2.17M | 0.01% | −24,654−15.3% | Reduced |
| Intellus Advisors LLC | 135,037 | $2.14M | 0.29% | +13,138+10.8% | Added |
| Caisse des Depots Et Consignations | 133,675 | $2.12M | 0.04% | 00.0% | Unchanged |
| Lido Advisors, LLC | 130,992 | $2.08M | 0.01% | +22,030+20.2% | Added |
| Allworth Financial LP | 130,413 | $2.07M | 0.01% | +2,769+2.2% | Added |
| Concurrent Investment Advisors, LLC | 128,981 | $2.05M | 0.02% | −13,955−9.8% | Reduced |
| Credit Agricole S A | 128,322 | $2.04M | 0.01% | +36,673+40.0% | Added |
| Jacobs Levy Equity Management, Inc | 125,332 | $1.99M | 0.01% | −334−0.3% | Reduced |
| Torrey Growth & Income Advisors | 126,027 | $1.97M | 0.83% | +10,000+8.6% | Added |
| Kovitz Investment Group Partners, LLC | 123,645 | $1.96M | 0.05% | +500+0.4% | Added |
| Alliance Wealth Advisors, LLC | 122,245 | $1.94M | 0.42% | −74−0.1% | Reduced |
| Elo Mutual Pension Insurance Co | 122,143 | $1.94M | 0.03% | −32,366−20.9% | Reduced |
| Baker Chad R | 121,415 | $1.93M | 0.36% | +62,870+107.4% | Added |
| Equitable Holdings, Inc. | 73,061 | $1.91M | 0.01% | +10,376+16.6% | Added |
| Brevan Howard Capital Management LP | 119,085 | $1.89M | 0.02% | −264,789−69.0% | Reduced |
| CWM, LLC | 118,803 | $1.89M | 0.00% | +45,973+63.1% | Added |
| HighTower Advisors, LLC | 118,607 | $1.88M | 0.00% | −188,188−61.3% | Reduced |
| Public Employees Retirement Association of Colorado | 118,220 | $1.88M | 0.01% | 00.0% | Unchanged |
| Taylor Frigon Capital Management LLC | 118,017 | $1.87M | 1.07% | +31,081+35.8% | Added |
| Baker Avenue Asset Management, LP | 115,305 | $1.83M | 0.04% | +140.0% | Added |
| Swiss Life Asset Management Ltd | 114,723 | $1.82M | 0.01% | −87,610−43.3% | Reduced |
| CIBC Bancorp USA Inc. | 114,097 | $1.81M | 0.00% | +114,097 | New |
| Miller Financial Services LLC | 113,683 | $1.81M | 2.01% | +9,045+8.6% | Added |
| US Bancorp | 112,215 | $1.78M | 0.00% | +30,213+36.8% | Added |
| Schonfeld Strategic Advisors LLC | 111,653 | $1.77M | 0.01% | +111,653 | New |
| Capital Advisors Wealth Management, LLC | 110,792 | $1.76M | 0.24% | +1,309+1.2% | Added |
| Mediolanum International Funds Ltd | 114,405 | $1.73M | 0.02% | −275,149−70.6% | Reduced |
| JustInvest LLC | 106,866 | $1.70M | 0.02% | +4,036+3.9% | Added |
| Firethorn Wealth Partners, LLC | 106,694 | $1.69M | 0.62% | −2,332−2.1% | Reduced |
| Perennial Investment Advisors, LLC | 105,739 | $1.68M | 0.13% | +7,685+7.8% | Added |
| Tradition Wealth Management, LLC | 104,988 | $1.67M | 0.12% | −24,608−19.0% | Reduced |
| Captrust Financial Advisors | 104,088 | $1.65M | 0.00% | +39,419+61.0% | Added |
| Polen Capital Management LLC | 103,345 | $1.64M | 0.01% | −14,105−12.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 100,160 | $1.59M | 0.02% | −10,885−9.8% | Reduced |
| GatePass Capital, LLC | 100,102 | $1.59M | 0.77% | −200.0% | Reduced |
| Ameliora Wealth Management Ltd. | 100,000 | $1.59M | 0.51% | +100,000 | New |
| Mackenzie Financial Corp | 99,862 | $1.59M | 0.00% | +42,789+75.0% | Added |
| Virtu Financial LLC | 99,685 | $1.58M | 0.07% | +99,685 | New |
| Sava Infond d.o.o. | 99,050 | $1.57M | 0.22% | −8,500−7.9% | Reduced |
| IFP Advisors, Inc | 98,813 | $1.57M | 0.03% | +2,932+3.1% | Added |
| CoreCap Advisors, LLC | 98,712 | $1.57M | 0.05% | +77,445+364.2% | Added |
| Clean Yield Group | 98,433 | $1.56M | 0.44% | +63,817+184.4% | Added |
| Osmosis Investment Management UK Ltd | 97,846 | $1.55M | 0.04% | +97,846 | New |
| Gulf International Bank (UK) Ltd | 97,800 | $1.55M | 0.03% | +41,317+73.1% | Added |
| Aigen Investment Management, LP | 95,967 | $1.52M | 0.39% | +95,967 | New |
| Miracle Mile Advisors, LLC | 95,082 | $1.51M | 0.02% | +4,252+4.7% | Added |
| O'Shaughnessy Asset Management, LLC | 95,018 | $1.51M | 0.01% | −79,347−45.5% | Reduced |
| Independent Financial Group, LLC | 93,658 | $1.49M | 0.03% | −73,208−43.9% | Reduced |
| Slow Capital, Inc. | 92,554 | $1.47M | 0.19% | 00.0% | Unchanged |
| Voya Investment Management LLC | 92,513 | $1.47M | 0.00% | −1,137−1.2% | Reduced |
| Lakeshore Financial Planning, Inc. | 92,277 | $1.47M | 0.53% | +50,812+122.5% | Added |
| Davy Global Fund Management Ltd | 92,111 | $1.46M | 0.11% | −12,176−11.7% | Reduced |
| Axq Capital, LP | 92,022 | $1.46M | 0.19% | −13,648−12.9% | Reduced |
| Laird Norton Trust Company, LLC | 91,325 | $1.45M | 0.03% | +4,739+5.5% | Added |
| Investment Management Corp of Ontario | 90,430 | $1.44M | 0.02% | −11,849−11.6% | Reduced |
| Allstate Corp | 90,334 | $1.43M | 0.02% | +882+1.0% | Added |
| Verition Fund Management LLC | 90,136 | $1.43M | 0.01% | −38,080−29.7% | Reduced |
| Janus Henderson Group PLC | 89,200 | $1.42M | 0.00% | −200,000−69.2% | Reduced |
| Pathstone Holdings, LLC | 89,070 | $1.41M | 0.01% | −24,038−21.3% | Reduced |
| Prospera Financial Services Inc | 87,992 | $1.40M | 0.02% | −1,804−2.0% | Reduced |
| Headlands Technologies LLC | 86,458 | $1.37M | 0.16% | +1,720+2.0% | Added |
| Kovack Advisors, Inc. | 87,076 | $1.36M | 0.07% | +2,924+3.5% | Added |
| Harbour Investments, Inc. | 83,166 | $1.32M | 0.02% | +13,078+18.7% | Added |
| Brinker Capital Investments, LLC | 82,539 | $1.31M | 0.01% | −4,324−5.0% | Reduced |
| TCG Advisory Services, LLC | 82,152 | $1.30M | 0.03% | +18,336+28.7% | Added |