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 |
|---|---|---|---|---|---|
| Sowell Financial Services LLC | 37,765 | $599.7K | 0.02% | +21,890+137.9% | Added |
| Portman Square Capital LLP | 37,753 | $599.5K | 0.09% | +37,753 | New |
| Allianz Asset Management GmbH | 37,717 | $598.9K | 0.00% | +37,717 | New |
| EntryPoint Capital, LLC | 36,764 | $583.8K | 0.17% | +20,007+119.4% | Added |
| Edgestream Partners, L.P. | 36,655 | $582.1K | 0.02% | −202,100−84.6% | Reduced |
| Sterling Capital Management LLC | 36,621 | $581.5K | 0.01% | −26,743−42.2% | Reduced |
| AlphaCore Capital LLC | 36,357 | $577.3K | 0.01% | +25,161+224.7% | Added |
| McGuire Investment Group, LLC | 36,118 | $573.6K | 0.06% | +168+0.5% | Added |
| Nikulski Financial, Inc. | 36,060 | $572.6K | 0.14% | +22,379+163.6% | Added |
| Independent Advisor Alliance | 36,012 | $571.9K | 0.01% | −5,573−13.4% | Reduced |
| Clare Market Investments LLC | 35,905 | $570.2K | 0.12% | +35,905 | New |
| Capital Advantage, Inc. | 35,506 | $563.8K | 0.07% | +3,575+11.2% | Added |
| Florida Financial Advisors, LLC | 35,435 | $562.7K | 0.13% | +7,066+24.9% | Added |
| Principal Financial Group Inc | 35,371 | $561.7K | 0.00% | +3,404+10.6% | Added |
| COFG Advisors, LLC | 35,253 | $559.8K | 0.14% | +639+1.8% | Added |
| Rhodes Investment Advisors Inc | 35,108 | $557.5K | 0.48% | +35,108 | New |
| North Dakota State Investment Board | 35,047 | $556.5K | 0.02% | −4,830−12.1% | Reduced |
| Maridea Wealth Management LLC | 34,716 | $551.3K | 0.08% | +24,509+240.1% | Added |
| Victory Financial Group, LLC | 34,673 | $550.6K | 0.07% | +3,592+11.6% | Added |
| Valeo Financial Advisors, LLC | 34,476 | $547.5K | 0.01% | +2,500+7.8% | Added |
| Perigon Wealth Management, LLC | 34,255 | $544.0K | 0.01% | −2,885−7.8% | Reduced |
| Ritholtz Wealth Management | 33,751 | $536.0K | 0.01% | −4,749−12.3% | Reduced |
| Diversified Trust Co | 33,717 | $535.4K | 0.01% | −26−0.1% | Reduced |
| Index Technologies Group LLC | 33,623 | $533.9K | 0.58% | +7,503+28.7% | Added |
| Meeder Advisory Services, Inc. | 32,923 | $522.8K | 0.02% | +7,316+28.6% | Added |
| Umb Bank N A | 32,640 | $518.3K | 0.01% | +191+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 32,518 | $516.4K | 0.00% | +1,613+5.2% | Added |
| Aptus Capital Advisors, LLC | 32,354 | $513.8K | 0.00% | +1,186+3.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 32,100 | $509.7K | 0.02% | +3,000+10.3% | Added |
| Financial Partners Group, Inc | 32,084 | $509.5K | 0.06% | −11,465−26.3% | Reduced |
| Oxford Asset Management LLP | 31,994 | $508.1K | 0.21% | +31,994 | New |
| Eddie Patel Inc | 31,124 | $494.3K | 0.38% | −154−0.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 31,122 | $493.1K | 0.00% | −198−0.6% | Reduced |
| Tower Research Capital LLC (TRC) | 30,814 | $489.3K | 0.01% | +21,043+215.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,713 | $487.7K | 0.00% | −301,313−90.7% | Reduced |
| Stifel Financial Corp | 30,285 | $480.9K | 0.00% | −144,903−82.7% | Reduced |
| Freestone Capital Holdings, LLC | 30,094 | $477.9K | 0.01% | +4,031+15.5% | Added |
| E. Ohman J:or Asset Management AB | 29,677 | $471.3K | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 29,495 | $468.4K | 0.00% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 29,447 | $467.6K | 0.16% | +10,546+55.8% | Added |
| Sequoia Financial Advisors, LLC | 29,276 | $464.9K | 0.00% | −19,946−40.5% | Reduced |
| Mayflower Financial Advisors, LLC | 29,202 | $463.7K | 0.06% | +653+2.3% | Added |
| STRS Ohio | 29,003 | $460.6K | 0.00% | −389,443−93.1% | Reduced |
| Avanza Fonder AB | 28,995 | $460.4K | 0.01% | +409+1.4% | Added |
| Callan Family Office, LLC | 28,576 | $453.8K | 0.01% | −3,626−11.3% | Reduced |
| Fieldview Capital Management, LLC | 28,404 | $451.1K | 0.13% | +28,404 | New |
| Change Path, LLC | 28,205 | $447.9K | 0.01% | −14,815−34.4% | Reduced |
| NVWM, LLC | 27,934 | $443.6K | 0.10% | +27,334+4,555.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 27,842 | $442.0K | 0.00% | −284,144−91.1% | Reduced |
| Capital Advisors Inc | 27,709 | $440.0K | 0.01% | +4,896+21.5% | Added |
| MetLife Investment Management | 27,380 | $434.8K | 0.00% | −483−1.7% | Reduced |
| Archford Capital Strategies, LLC | 26,385 | $419.0K | 0.05% | −17−0.1% | Reduced |
| Farther Finance Advisors, LLC | 26,777 | $418.5K | 0.00% | −9,668−26.5% | Reduced |
| Hexagon Capital Partners LLC | 26,059 | $413.8K | 0.06% | −130.0% | Reduced |
| WCG Wealth Advisors LLC | 25,972 | $412.4K | 0.01% | −13,327−33.9% | Reduced |
| Legend Capital Advisors LLC | 25,425 | $403.7K | 0.25% | −500−1.9% | Reduced |
| AE Wealth Management LLC | 25,290 | $401.6K | 0.00% | +3,273+14.9% | Added |
| Quantbot Technologies LP | 25,187 | $400.0K | 0.02% | −266,015−91.4% | Reduced |
| Pallas Capital Advisors LLC | 25,104 | $398.7K | 0.01% | +10,057+66.8% | Added |
| Correct Capital Wealth Management | 24,927 | $395.8K | 0.07% | +6,344+34.1% | Added |
| Resources Investment Advisors, LLC. | 24,776 | $393.4K | 0.00% | −17,651−41.6% | Reduced |
| Coldstream Capital Management Inc | 24,693 | $392.1K | 0.00% | +11,211+83.2% | Added |
| Perpetual Ltd | 24,228 | $384.7K | 0.01% | +10,621+78.1% | Added |
| Kennedy Investment Group | 24,166 | $383.8K | 0.15% | −3,834−13.7% | Reduced |
| Motley Fool Asset Management LLC | 24,164 | $383.7K | 0.02% | +3,821+18.8% | Added |
| Stratos Wealth Advisors, LLC | 24,108 | $382.8K | 0.02% | +7,518+45.3% | Added |
| Foundations Investment Advisors, LLC | 24,052 | $381.9K | 0.00% | −10,861−31.1% | Reduced |
| TD Waterhouse Canada Inc. | 24,394 | $381.1K | 0.00% | −17,932−42.4% | Reduced |
| Mainstay Capital Management LLC | 23,645 | $375.5K | 0.03% | −60−0.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 23,605 | $374.8K | 0.02% | −4,170−15.0% | Reduced |
| Belpointe Asset Management LLC | 23,390 | $371.4K | 0.01% | −39,021−62.5% | Reduced |
| Manchester Financial Inc | 23,371 | $371.1K | 0.07% | 00.0% | Unchanged |
| R Squared Ltd | 23,274 | $369.6K | 0.20% | +5,872+33.7% | Added |
| J.W. Cole Advisors, Inc. | 23,077 | $366.5K | 0.01% | +1,047+4.8% | Added |
| Wealthcare Advisory Partners LLC | 23,004 | $365.3K | 0.01% | +10,954+90.9% | Added |
| NorthRock Partners, LLC | 22,949 | $364.4K | 0.01% | −14,549−38.8% | Reduced |
| Wedmont Private Capital | 22,065 | $363.9K | 0.01% | −5,478−19.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 22,826 | $362.5K | 0.02% | +2,663+13.2% | Added |
| Keybank National Association | 22,410 | $355.9K | 0.00% | +11,012+96.6% | Added |
| Harbor Capital Advisors, Inc. | 22,236 | $353.0K | 0.03% | +22,236 | New |
| Great Valley Advisor Group, Inc. | 22,215 | $352.3K | 0.01% | +7,244+48.4% | Added |
| Vestcor Inc | 22,100 | $351.0K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 21,477 | $349.4K | 0.02% | −332−1.5% | Reduced |
| UniSuper Management Pty Ltd | 22,000 | $349.4K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 21,953 | $348.6K | 0.01% | +21,953 | New |
| Spartan Wealth Advisory Services LLC | 21,935 | $348.3K | 0.03% | +21,935 | New |
| Eventide Asset Management, LLC | 22,902 | $347.0K | 0.01% | +1,504+7.0% | Added |
| Dynamic Advisor Solutions LLC | 21,491 | $341.3K | 0.01% | +1,906+9.7% | Added |
| Savant Capital, LLC | 21,468 | $340.9K | 0.00% | +3,973+22.7% | Added |
| Claris Financial LLC | 22,074 | $339.9K | 0.19% | +13,863+168.8% | Added |
| one8zero8, LLC | 21,350 | $339.0K | 0.08% | −200−0.9% | Reduced |
| Calamos Wealth Management LLC | 21,339 | $338.9K | 0.01% | 00.0% | Unchanged |
| Calamos Advisors LLC | 21,339 | $338.9K | 0.00% | +21,339 | New |
| Thrive Wealth Management, LLC | 21,310 | $338.4K | 0.05% | +1,818+9.3% | Added |
| SLT Holdings LLC | 21,137 | $335.7K | 0.24% | −11,150−34.5% | Reduced |
| Jacobi Capital Management LLC | 21,065 | $334.5K | 0.02% | +10,500+99.4% | Added |
| Cozad Asset Management Inc | 21,057 | $334.4K | 0.03% | +21,057 | New |
| We Are One Seven, LLC | 21,029 | $333.9K | 0.01% | −5,647−21.2% | Reduced |
| GTS Securities LLC | 20,880 | $331.6K | 0.01% | +20,880 | New |
| Mayfair Advisory Group, LLC | 20,868 | $331.4K | 0.12% | +4,090+24.4% | Added |