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 |
|---|---|---|---|---|---|
| Franklin Resources Inc | 81,929 | $1.30M | 0.00% | −96,429−54.1% | Reduced |
| DRW Securities, LLC | 81,825 | $1.30M | 0.07% | +67,614+475.8% | Added |
| Steinberganna Wealth Management | 80,450 | $1.28M | 0.61% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 80,000 | $1.27M | 2.71% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 81,443 | $1.26M | 0.01% | +36,011+79.3% | Added |
| MLP3, LLC | 78,515 | $1.25M | 1.37% | +44,385+130.0% | Added |
| Simplicity Wealth,LLC | 78,143 | $1.24M | 0.07% | −13,384−14.6% | Reduced |
| Spire Wealth Management | 78,120 | $1.24M | 0.04% | −8,038−9.3% | Reduced |
| Truist Financial Corp | 77,340 | $1.23M | 0.00% | +6,779+9.6% | Added |
| Fortis Group Advisors, LLC | 75,344 | $1.21M | 0.20% | −613−0.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 45,900 | $1.20M | 0.11% | +600+1.3% | Added |
| Eurizon Capital SGR S.p.A. | 75,329 | $1.19M | 0.00% | +13,413+21.7% | Added |
| Leonteq Securities AG | 73,552 | $1.17M | 0.07% | +57,904+370.0% | Added |
| Arkadios Wealth Advisors | 73,370 | $1.17M | 0.02% | +10,587+16.9% | Added |
| Centaurus Financial, Inc. | 72,374 | $1.15M | 0.05% | +61,228+549.3% | Added |
| Manufacturers Life Insurance Company, The | 71,845 | $1.14M | 0.00% | +5,304+8.0% | Added |
| Polianta Ltd | 71,800 | $1.14M | 0.15% | +71,800 | New |
| Soltis Investment Advisors LLC | 68,922 | $1.09M | 0.07% | +4,639+7.2% | Added |
| Hudock, Inc. | 68,890 | $1.09M | 0.16% | +10,238+17.5% | Added |
| Midwest Professional Planners, LTD. | 67,665 | $1.07M | 0.25% | −10,437−13.4% | Reduced |
| Amalgamated Bank | 66,761 | $1.06M | 0.01% | −2,115−3.1% | Reduced |
| Oasis Advisors, LLC | 66,534 | $1.06M | 0.21% | +58,216+699.9% | Added |
| Kestra Private Wealth Services, LLC | 66,392 | $1.05M | 0.01% | −3,512−5.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 66,332 | $1.05M | 0.06% | +50,266+312.9% | Added |
| Alta Wealth Advisors LLC | 66,148 | $1.05M | 0.34% | 00.0% | Unchanged |
| Empowered Funds, LLC | 65,704 | $1.04M | 0.01% | −35,128−34.8% | Reduced |
| Gsa Capital Partners LLP | 65,658 | $1.04M | 0.06% | +27,226+70.8% | Added |
| Solidarilty Wealth, LLC | 65,661 | $1.04M | 0.20% | 00.0% | Unchanged |
| AG2R la Mondiale Gestion D'Actifs | 65,370 | $1.04M | 0.05% | +15,115+30.1% | Added |
| Sigma Planning Corp | 64,281 | $1.02M | 0.03% | +7,474+13.2% | Added |
| Philadelphia Investment Partners, LLC | 63,888 | $1.01M | 0.69% | +63,888 | New |
| Schroder Investment Management Group | 63,569 | $1.01M | 0.00% | +15,587+32.5% | Added |
| Integrated Wealth Concepts LLC | 63,247 | $1.00M | 0.01% | +39,888+170.8% | Added |
| Mutual Advisors, LLC | 61,802 | $981.4K | 0.02% | −44,628−41.9% | Reduced |
| Abn Amro Investment Solutions | 61,679 | $979.5K | 0.01% | +10,008+19.4% | Added |
| Nwam LLC | 61,456 | $975.9K | 0.06% | +747+1.2% | Added |
| Bank of Nova Scotia | 61,109 | $970.4K | 0.00% | −4,350−6.6% | Reduced |
| Maryland State Retirement & Pension System | 60,942 | $967.8K | 0.02% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 36,530 | $956.4K | 0.02% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 63,087 | $955.8K | 0.00% | +12,361+24.4% | Added |
| Merit Financial Group, LLC | 58,404 | $927.5K | 0.01% | −3,177−5.2% | Reduced |
| CIBC Asset Management Inc | 57,563 | $913.9K | 0.00% | +4,120+7.7% | Added |
| M&T Bank Corp | 57,360 | $911.1K | 0.00% | +200.0% | Added |
| Two Sigma Securities, LLC | 56,558 | $898.1K | 0.10% | +56,558 | New |
| Stansberry Asset Management, LLC | 55,898 | $887.7K | 0.09% | +5,207+10.3% | Added |
| FirstWave Capital Management LLC | 55,835 | $886.7K | 0.95% | +55,835 | New |
| River Street Advisors LLC | 55,792 | $886.0K | 0.30% | +9,728+21.1% | Added |
| PFG Investments, LLC | 55,738 | $885.1K | 0.04% | +16,365+41.6% | Added |
| San Luis Wealth Advisors LLC | 55,408 | $879.9K | 0.15% | +740+1.4% | Added |
| Laurion Capital Management LP | 55,125 | $875.4K | 0.08% | −755,663−93.2% | Reduced |
| Neuberger Berman Group LLC | 55,009 | $873.5K | 0.00% | +316+0.6% | Added |
| Custom Index Systems, LLC | 54,976 | $873.0K | 0.38% | +12,474+29.3% | Added |
| Brookstone Capital Management | 54,416 | $864.1K | 0.01% | −1,548−2.8% | Reduced |
| ASR Vermogensbeheer N.V. | 54,223 | $861.1K | 0.01% | +16,017+41.9% | Added |
| The PNC Financial Services Group, Inc. | 53,793 | $854.2K | 0.00% | −23,712−30.6% | Reduced |
| CWM Advisors, LLC | 53,466 | $849.0K | 0.05% | +53,366+53,366.0% | Added |
| Howland Capital Management LLC | 53,347 | $847.2K | 0.03% | −1,800−3.3% | Reduced |
| Bayesian Capital Management, LP | 52,860 | $839.4K | 1.02% | +43,860+487.3% | Added |
| Sumitomo Life Insurance Co | 52,383 | $831.8K | 0.02% | −37,080−41.4% | Reduced |
| Keystone Financial Services, LLC | 52,201 | $829.0K | 0.56% | +600+1.2% | Added |
| Norris Financial Group, LLC | 52,143 | $828.0K | 0.27% | −3,223−5.8% | Reduced |
| Viewpoint Capital Management LLC | 51,817 | $822.9K | 0.38% | −9,000−14.8% | Reduced |
| Means Investment Co., Inc. | 51,378 | $815.9K | 0.07% | −730−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 50,901 | $808.3K | 0.00% | +24,944+96.1% | Added |
| Prudential Financial Inc | 49,786 | $790.6K | 0.00% | −5,450−9.9% | Reduced |
| BluePath Capital Management, LLC | 49,767 | $790.3K | 0.55% | −12,128−19.6% | Reduced |
| Davenport & Co LLC | 49,617 | $787.9K | 0.00% | +12,203+32.6% | Added |
| Pathway Financial Advisers, LLC | 49,525 | $786.5K | 0.22% | +1,677+3.5% | Added |
| Woodline Partners LP | 49,462 | $785.5K | 0.00% | +27,396+124.2% | Added |
| Sepio Capital, LP | 48,723 | $773.7K | 0.04% | −33,806−41.0% | Reduced |
| MAI Capital Management | 47,930 | $761.1K | 0.00% | +41,007+592.3% | Added |
| Krilogy Financial LLC | 39,784 | $757.1K | 0.02% | +22,128+125.3% | Added |
| Floyd Financial Group LLC | 40,122 | $753.9K | 0.50% | +1,140+2.9% | Added |
| Catalyst Funds Management Pty Ltd | 46,645 | $740.7K | 0.13% | +15,500+49.8% | Added |
| Saudi Central Bank | 46,643 | $740.7K | 0.02% | +46,643 | New |
| Matisse Capital | 46,227 | $734.1K | 0.31% | +46,227 | New |
| Pinnacle Associates Ltd | 45,146 | $716.9K | 0.01% | +2,291+5.3% | Added |
| Level Four Advisory Services, LLC | 44,297 | $703.4K | 0.02% | +4,941+12.6% | Added |
| Sun Financial Inc | 43,320 | $694.0K | 0.35% | +6,133+16.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,644 | $693.1K | 0.02% | −14,472−24.9% | Reduced |
| Susquehanna Advisors Group, Inc. | 43,492 | $690.7K | 0.03% | 00.0% | Unchanged |
| Mangrove Partners | 43,305 | $687.7K | 0.06% | +43,305 | New |
| Weiss Asset Management LP | 43,027 | $683.3K | 0.01% | +16,207+60.4% | Added |
| Pensionmark Financial Group, LLC | 42,356 | $672.6K | 0.01% | +5,543+15.1% | Added |
| PDT Partners, LLC | 42,296 | $671.7K | 0.04% | +19,859+88.5% | Added |
| Vident Advisory, LLC | 41,277 | $655.5K | 0.01% | +10,305+33.3% | Added |
| Engineers Gate Manager LP | 41,100 | $652.7K | 0.01% | −99,993−70.9% | Reduced |
| KLCM Advisors, Inc. | 41,011 | $651.3K | 0.06% | +1,860+4.8% | Added |
| Thoroughbred Financial Services, LLC | 41,055 | $651.0K | 0.04% | +684+1.7% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 42,785 | $650.2K | 0.01% | +35,785+511.2% | Added |
| Capital Markets Trading UK LLP | 40,916 | $650.0K | 0.58% | +27,774+211.3% | Added |
| RPG Investment Advisory, LLC | 40,790 | $647.7K | 0.08% | +12,540+44.4% | Added |
| Apollon Wealth Management, LLC | 40,755 | $647.2K | 0.01% | +28,773+240.1% | Added |
| Blueshift Asset Management, LLC | 39,952 | $634.4K | 0.19% | +31,736+386.3% | Added |
| Everence Capital Management Inc | 38,931 | $618.0K | 0.04% | +4,904+14.4% | Added |
| First National Trust Co | 38,826 | $616.6K | 0.02% | +2,629+7.3% | Added |
| Moseley Investment Management Inc | 38,689 | $614.4K | 0.20% | +111+0.3% | Added |
| Atomi Financial Group, Inc. | 38,597 | $612.9K | 0.02% | +6,117+18.8% | Added |
| Oversea-Chinese Banking CORP Ltd | 39,965 | $608.7K | 0.02% | +28,385+245.1% | Added |
| Advisory Services Network, LLC | 38,029 | $603.9K | 0.01% | −1,550−3.9% | Reduced |