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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 12,822 | $204.0K | 0.00% | −6,144−32.4% | Reduced |
| Parallel Advisors, LLC | 12,760 | $202.6K | 0.00% | −574−4.3% | Reduced |
| My Portfolio Guide, LLC | 12,673 | $201.2K | 0.11% | +12,673 | New |
| Kingsview Wealth Management, LLC | 12,607 | $200.2K | 0.00% | +1,625+14.8% | Added |
| Pinebridge Investments LLC | 12,553 | $199.3K | 0.00% | +12,553 | New |
| Millennium Capital Advisors, LLC | 12,550 | $199.3K | 0.12% | +1,500+13.6% | Added |
| Fifth Third Bancorp | 12,422 | $197.3K | 0.00% | +9,296+297.4% | Added |
| WoodTrust Financial Corp | 12,400 | $197.0K | 0.03% | +12,400 | New |
| Prostatis Group LLC | 12,386 | $196.7K | 0.05% | +125+1.0% | Added |
| Root Financial Partners, LLC | 12,353 | $196.2K | 0.01% | −2,380−16.2% | Reduced |
| Advisors Management Group Inc | 12,386 | $196.0K | 0.04% | +860+7.5% | Added |
| Kercheville Advisors, LLC | 12,290 | $195.2K | 0.06% | −197,675−94.1% | Reduced |
| Metis Global Partners, LLC | 12,264 | $194.8K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 12,170 | $193.3K | 0.00% | +3,442+39.4% | Added |
| Phoenix Holdings Ltd. | 12,115 | $192.3K | 0.00% | +12,115 | New |
| Glenmede Trust Co NA | 12,020 | $190.9K | 0.00% | +80+0.7% | Added |
| nVerses Capital, LLC | 11,931 | $189.5K | 0.17% | +11,931 | New |
| Sagespring Wealth Partners, LLC | 11,851 | $188.2K | 0.00% | −7,448−38.6% | Reduced |
| Signaturefd, LLC | 11,824 | $187.8K | 0.00% | −144−1.2% | Reduced |
| Lake Street Financial LLC | 11,688 | $185.6K | 0.02% | +3,320+39.7% | Added |
| Global Financial Private Client, LLC | 11,623 | $184.6K | 0.06% | +3,907+50.6% | Added |
| Axim Planning & Wealth | 11,500 | $182.6K | 0.22% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 11,500 | $182.6K | 0.05% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,440 | $182.0K | 0.03% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 11,397 | $181.0K | 0.02% | +135+1.2% | Added |
| Pure Financial Advisors, Inc. | 11,353 | $180.3K | 0.00% | −660−5.5% | Reduced |
| Evergreen Capital Management LLC | 11,281 | $179.1K | 0.00% | −28,751−71.8% | Reduced |
| Paradigm Financial Partners, LLC | 11,150 | $177.1K | 0.03% | −3,095−21.7% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11,095 | $176.2K | 0.00% | +2,125+23.7% | Added |
| Bogart Wealth, LLC | 11,052 | $175.5K | 0.01% | +8,983+434.2% | Added |
| Allspring Global Investments Holdings, LLC | 11,228 | $175.5K | 0.00% | −808−6.7% | Reduced |
| Wellington Management Group LLP | 11,037 | $175.3K | 0.00% | +1,314+13.5% | Added |
| Diligent Investors, LLC | 11,027 | $175.1K | 0.04% | +907+9.0% | Added |
| Avion Wealth | 11,057 | $175.0K | 0.04% | +820+8.0% | Added |
| Norden Group LLC | 10,964 | $174.1K | 0.02% | +611+5.9% | Added |
| GAMMA Investing LLC | 10,922 | $173.4K | 0.01% | +138+1.3% | Added |
| Horizon Wealth Management, LLC | 10,900 | $173.1K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,800 | $171.5K | 0.04% | −1,226−10.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,765 | $170.9K | 0.01% | +35+0.3% | Added |
| Transcend Wealth Collective, LLC | 10,637 | $168.9K | 0.01% | −336−3.1% | Reduced |
| Focus Financial Network, Inc. | 10,635 | $168.9K | 0.01% | −682−6.0% | Reduced |
| Moneta Group Investment Advisors LLC | 10,546 | $167.5K | 0.00% | +10,546 | New |
| Panoramic Investment Advisors, LLC | 10,450 | $165.9K | 0.09% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10,393 | $165.0K | 0.01% | +211+2.1% | Added |
| Zullo Investment Group, Inc. | 10,324 | $163.9K | 0.06% | +610+6.3% | Added |
| Keystone Financial Services | 10,176 | $161.6K | 0.05% | +231+2.3% | Added |
| VestGen Advisors, LLC | 10,151 | $161.4K | 0.00% | −50,320−83.2% | Reduced |
| Compass Capital Corp | 10,000 | $161.3K | 0.06% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 10,636 | $161.1K | 0.01% | −14,067−56.9% | Reduced |
| United Advisor Group, LLC | 10,136 | $161.0K | 0.02% | +10,136 | New |
| Betterment LLC | 10,077 | $160.0K | 0.00% | +10,077 | New |
| A&I Financial Services, LLC | 10,000 | $158.8K | 0.08% | 00.0% | Unchanged |
| ETF Portfolio Partners, Inc. | 10,000 | $158.8K | 0.04% | +10,000 | New |
| Ares Systematic Credit Ltd | 10,156 | $153.9K | 0.12% | −8,528−45.6% | Reduced |
| Alpha Wealth Funds, LLC | 10,000 | $151.5K | 0.11% | +10,000 | New |
| Pinnacle Wealth Planning Services, Inc. | 9,238 | $146.7K | 0.02% | +340+3.8% | Added |
| Cassaday & Co Wealth Management LLC | 9,090 | $144.3K | 0.00% | −310−3.3% | Reduced |
| AdvisorNet Financial, Inc | 8,915 | $141.6K | 0.01% | +1,702+23.6% | Added |
| Abound Wealth Management | 8,893 | $141.2K | 0.03% | +7,833+739.0% | Added |
| Quadrant Capital Group LLC | 8,766 | $139.2K | 0.00% | +1,096+14.3% | Added |
| FIL Ltd | 8,689 | $138.0K | 0.00% | +8,689 | New |
| Red Door Wealth Management, LLC | 8,550 | $135.8K | 0.01% | +8,550 | New |
| South State Corp. | 8,465 | $134.4K | 0.01% | −10−0.1% | Reduced |
| Toth Financial Advisory Corp | 8,350 | $132.6K | 0.01% | +2,200+35.8% | Added |
| Strive Financial Group ,LLC | 8,024 | $127.0K | 0.07% | −787−8.9% | Reduced |
| Nemes Rush Group LLC | 7,667 | $121.8K | 0.01% | +66+0.9% | Added |
| NBC Securities, Inc. | 7,527 | $119.5K | 0.01% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 7,425 | $117.9K | 0.04% | +7,425 | New |
| Kemnay Advisory Services Inc. | 7,301 | $115.9K | 0.02% | +851+13.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 7,266 | $114.0K | 0.00% | +7,266 | New |
| Geneos Wealth Management Inc. | 6,994 | $111.1K | 0.00% | +1,669+31.3% | Added |
| Wolff Wiese Magana LLC | 6,600 | $104.8K | 0.06% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6,532 | $104.0K | 0.01% | +5,526+549.3% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,145 | $97.6K | 0.01% | +6,145 | New |
| Mirae Asset Global Investments Co., Ltd. | 6,057 | $96.2K | 0.00% | −11,046−64.6% | Reduced |
| Marathon Trading Investment Management LLC | 6,032 | $95.8K | 0.03% | −50,932−89.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $95.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 5,810 | $92.3K | 0.00% | +5,810 | New |
| Lodestone Wealth Management LLC | 5,778 | $91.8K | 0.04% | +936+19.3% | Added |
| Investment Research & Advisory Group, Inc. | 5,747 | $91.3K | 0.03% | +729+14.5% | Added |
| Tortoise Investment Management, LLC | 5,527 | $87.8K | 0.01% | +5,527 | New |
| SOA Wealth Advisors, LLC. | 5,434 | $86.3K | 0.02% | +200+3.8% | Added |
| Los Angeles Capital Management LLC | 5,331 | $84.7K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,166 | $80.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 4,976 | $79.0K | 0.01% | +3,366+209.1% | Added |
| Tidemark, LLC | 4,911 | $78.0K | 0.02% | −23−0.5% | Reduced |
| Orion Capital Management LLC | 4,900 | $77.8K | 0.03% | +300+6.5% | Added |
| Archetype Wealth Partners | 4,800 | $76.0K | 0.01% | +4,800 | New |
| Assetmark, Inc | 4,785 | $76.0K | 0.00% | +2,741+134.1% | Added |
| Huntington National Bank | 4,675 | $74.2K | 0.00% | +2,685+134.9% | Added |
| Hollencrest Capital Management | 4,616 | $73.3K | 0.00% | +4,616 | New |
| Osbon Capital Management LLC | 4,565 | $72.5K | 0.06% | +4,207+1,175.1% | Added |
| EverSource Wealth Advisors, LLC | 4,387 | $69.7K | 0.00% | +998+29.4% | Added |
| Evolution Wealth Management Inc. | 4,240 | $67.3K | 0.05% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4,214 | $66.9K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 4,035 | $64.0K | 0.00% | +3,585+796.7% | Added |
| Essential Partners LLC | 4,013 | $63.7K | 0.02% | −20−0.5% | Reduced |
| WealthCollab, LLC | 4,000 | $63.5K | 0.03% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 3,650 | $58.0K | 0.03% | +3,650 | New |
| Westside Investment Management, Inc. | 3,500 | $55.5K | 0.01% | +200+6.1% | Added |