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 |
|---|---|---|---|---|---|
| Gladstone Institutional Advisory LLC | 20,824 | $330.7K | 0.01% | +4,324+26.2% | Added |
| N.E.W. Advisory Services LLC | 20,758 | $329.6K | 0.02% | +18,359+765.3% | Added |
| Carnegie Lake Advisors LLC | 20,550 | $326.3K | 0.13% | −1,100−5.1% | Reduced |
| TCW Group Inc | 20,509 | $325.7K | 0.00% | +993+5.1% | Added |
| SRS Capital Advisors, Inc. | 20,450 | $324.9K | 0.01% | +10,179+99.1% | Added |
| Integrity Alliance, LLC. | 20,160 | $320.1K | 0.01% | −5,981−22.9% | Reduced |
| Polymer Capital Management (US) LLC | 20,126 | $319.6K | 0.05% | +7,806+63.4% | Added |
| Rathbone Brothers plc | 20,096 | $319.1K | 0.00% | +550+2.8% | Added |
| Benjamin Edwards Inc | 20,095 | $319.1K | 0.00% | −880−4.2% | Reduced |
| Decision Investments, Inc | 20,066 | $318.6K | 0.36% | +2,826+16.4% | Added |
| Prudential PLC | 19,838 | $315.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 19,634 | $311.8K | 0.03% | +4,958+33.8% | Added |
| Rydar Equities, Inc. | 18,856 | $310.5K | 0.24% | +7,447+65.3% | Added |
| GAM Holding AG | 19,535 | $310.2K | 0.03% | +11,792+152.3% | Added |
| Modus Advisors, LLC | 19,471 | $309.2K | 0.09% | +1,118+6.1% | Added |
| Marshall Financial Group LLC | 19,451 | $308.9K | 0.05% | −798−3.9% | Reduced |
| Southern Financial Group, LLC | 19,345 | $307.2K | 0.09% | +1,505+8.4% | Added |
| Ashton Thomas Private Wealth, LLC | 19,133 | $303.8K | 0.01% | +6,863+55.9% | Added |
| Coordinated Financial Services, Inc. | 19,100 | $303.3K | 0.18% | +1,500+8.5% | Added |
| Teacher Retirement System of Texas | 18,841 | $299.2K | 0.00% | −20,780−52.4% | Reduced |
| Principal Securities, Inc. | 18,709 | $297.1K | 0.00% | +1,681+9.9% | Added |
| Numerai GP LLC | 18,608 | $295.5K | 0.03% | −14,147−43.2% | Reduced |
| Westmount Partners, LLC | 18,574 | $294.9K | 0.07% | +18,574 | New |
| Riggs Asset Managment Co. Inc. | 18,560 | $294.7K | 0.06% | −126,172−87.2% | Reduced |
| Calton & Associates, Inc. | 18,532 | $294.3K | 0.04% | −1,659−8.2% | Reduced |
| Bleakley Financial Group, LLC | 18,413 | $292.4K | 0.00% | −2,238−10.8% | Reduced |
| Siemens Fonds Invest GmbH | 18,314 | $290.8K | 0.02% | +1,604+9.6% | Added |
| National Asset Management, Inc. | 19,167 | $290.4K | 0.02% | +3,112+19.4% | Added |
| StoneX Group Inc. | 18,209 | $289.2K | 0.02% | +18,209 | New |
| GWN Securities Inc. | 18,006 | $285.9K | 0.05% | +18,006 | New |
| Probity Advisors, Inc. | 17,854 | $283.5K | 0.04% | −227−1.3% | Reduced |
| USAdvisors Wealth Management, LLC | 18,725 | $283.0K | 0.09% | +900+5.0% | Added |
| L2 Asset Management, LLC | 17,694 | $281.0K | 0.03% | +6,365+56.2% | Added |
| Bensler, LLC | 17,450 | $277.1K | 0.03% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 17,360 | $275.7K | 0.26% | 00.0% | Unchanged |
| 111 Capital | 17,235 | $273.7K | 0.07% | +17,235 | New |
| SeaCrest Wealth Management, LLC | 17,154 | $272.4K | 0.03% | −14,101−45.1% | Reduced |
| Meridian Wealth Management, LLC | 17,048 | $270.7K | 0.01% | −115,036−87.1% | Reduced |
| Karras Company, Inc. | 17,036 | $270.5K | 0.27% | −75−0.4% | Reduced |
| United Capital Financial Advisers, LLC | 17,011 | $270.1K | 0.00% | +3,494+25.8% | Added |
| M1 Capital Management LLC | 16,800 | $266.8K | 0.12% | +1,750+11.6% | Added |
| IHT Wealth Management, LLC | 16,725 | $265.6K | 0.01% | +1,667+11.1% | Added |
| Concorde Asset Management, LLC | 16,699 | $265.2K | 0.13% | −12,121−42.1% | Reduced |
| Hunting Hill Global Capital, LLC | 16,672 | $264.8K | 0.32% | −18,244−52.3% | Reduced |
| Garden State Investment Advisory Services LLC | 16,506 | $262.1K | 0.06% | +4,300+35.2% | Added |
| VARCOV Co. | 16,498 | $262.0K | 0.10% | +16,498 | New |
| Pacitti Group Inc. | 16,484 | $261.8K | 0.10% | +439+2.7% | Added |
| Albion Financial Group | 16,415 | $260.7K | 0.02% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 16,359 | $259.8K | 0.00% | −83,945−83.7% | Reduced |
| Gotham Asset Management, LLC | 16,320 | $259.2K | 0.00% | 00.0% | Unchanged |
| Truefg, LLC | 16,125 | $256.1K | 0.07% | −175−1.1% | Reduced |
| Yousif Capital Management, LLC | 16,095 | $255.6K | 0.00% | +385+2.5% | Added |
| Oxford Financial Group Ltd | 16,000 | $254.1K | 0.01% | +16,000 | New |
| BankChampaign, National Association | 15,986 | $253.9K | 0.25% | −3,965−19.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15,978 | $253.7K | 0.01% | +15,978 | New |
| Robeco Institutional Asset Management B.V. | 15,960 | $253.4K | 0.00% | −8,495−34.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 15,921 | $252.8K | 0.00% | +2,684+20.3% | Added |
| Caxton Associates LLP | 15,900 | $252.5K | 0.01% | −3,630−18.6% | Reduced |
| Avestar Capital, LLC | 15,835 | $251.5K | 0.02% | +44+0.3% | Added |
| Tucker Asset Management LLC | 15,832 | $251.4K | 0.08% | −145−0.9% | Reduced |
| Northwest Wealth Management, LLC | 15,804 | $251.0K | 0.04% | −32−0.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,585 | $247.5K | 0.02% | +275+1.8% | Added |
| Dynasty Wealth Management, LLC | 15,575 | $247.3K | 0.00% | +1,366+9.6% | Added |
| Cary Street Partners Financial LLC | 15,398 | $244.5K | 0.01% | +515+3.5% | Added |
| Ring Mountain Capital, LLC | 15,382 | $244.0K | 0.13% | −4,209−21.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,075 | $239.4K | 0.04% | −1,300−7.9% | Reduced |
| Westco Advisory Services Inc | 15,019 | $238.5K | 0.15% | −800−5.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 15,014 | $238.4K | 0.01% | −38,173−71.8% | Reduced |
| Fortis Advisors, LLC | 15,000 | $238.2K | 0.12% | −2,500−14.3% | Reduced |
| Intrua Financial, LLC | 14,997 | $238.2K | 0.03% | +3,925+35.4% | Added |
| IFS Group,LLC | 14,970 | $237.7K | 0.21% | +14,970 | New |
| HB Wealth Management, LLC | 14,757 | $234.3K | 0.00% | +4,758+47.6% | Added |
| Fermata Advisors, LLC | 14,710 | $233.6K | 0.05% | −1,000−6.4% | Reduced |
| Capital Investment Advisors, LLC | 14,623 | $232.2K | 0.00% | −421−2.8% | Reduced |
| Commerce Bank | 14,613 | $232.1K | 0.00% | +14,613 | New |
| CIBC World Markets Inc. | 14,525 | $230.7K | 0.00% | +2,494+20.7% | Added |
| Redhawk Wealth Advisors, Inc. | 14,511 | $230.4K | 0.03% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 14,452 | $229.5K | 0.03% | −117,049−89.0% | Reduced |
| Ostrum Asset Management | 14,393 | $228.6K | 0.01% | +10,273+249.3% | Added |
| Financial Advisory Service, Inc. | 14,365 | $228.1K | 0.01% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 14,146 | $227.8K | 0.14% | +5,189+57.9% | Added |
| Visionary Wealth Advisors | 14,237 | $226.1K | 0.01% | +1,675+13.3% | Added |
| AlphaGrep UK Ltd | 14,179 | $225.2K | 0.07% | +5,623+65.7% | Added |
| Trueblood Wealth Management, LLC | 14,090 | $223.7K | 0.09% | +4,000+39.6% | Added |
| Ballentine Partners, LLC | 14,007 | $222.4K | 0.00% | −305−2.1% | Reduced |
| Key Client Fiduciary Advisors, LLC | 13,711 | $217.7K | 0.07% | −1,457−9.6% | Reduced |
| Future Financial Wealth Managment LLC | 11,500 | $216.1K | 0.14% | −1,000−8.0% | Reduced |
| Plum Street Advisors, LLC | 13,577 | $215.6K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 13,760 | $215.1K | 0.01% | +2,698+24.4% | Added |
| Buckingham Strategic Partners | 13,532 | $214.9K | 0.00% | −9,834−42.1% | Reduced |
| PKS Advisory Services, LLC | 13,500 | $214.4K | 0.05% | +1,700+14.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 13,483 | $214.1K | 0.06% | +13,483 | New |
| Procyon Private Wealth Partners, LLC | 13,387 | $212.6K | 0.01% | −996−6.9% | Reduced |
| Omers Administration Corp | 13,285 | $211.0K | 0.00% | −43,506−76.6% | Reduced |
| RSM US Wealth Management LLC | 13,032 | $206.9K | 0.00% | −9,410−41.9% | Reduced |
| Ausdal Financial Partners, Inc. | 13,017 | $206.7K | 0.01% | −172−1.3% | Reduced |
| White Wing Wealth Management | 12,982 | $206.2K | 0.12% | +1,112+9.4% | Added |
| F&V Capital Management, LLC | 13,000 | $206.0K | 0.04% | +13,000 | New |
| Chicago Partners Investment Group LLC | 10,757 | $205.0K | 0.00% | +10,757 | New |
| Caitong International Asset Management Co., Ltd | 12,910 | $205.0K | 0.04% | +12,910 | New |