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 |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 3,611 | $54.7K | 0.00% | +9+0.2% | Added |
| Copia Wealth Management | 3,392 | $53.9K | 0.04% | −1,716−33.6% | Reduced |
| Basecamp Wealth Advisors LLC | 3,348 | $53.2K | 0.01% | −156−4.5% | Reduced |
| Clearstead Advisors, LLC | 3,246 | $51.5K | 0.00% | +365+12.7% | Added |
| Atlantic Union Bankshares Corp | 3,191 | $50.7K | 0.00% | −250−7.3% | Reduced |
| Archer Investment Corp | 3,191 | $50.7K | 0.01% | +691+27.6% | Added |
| Cullen/Frost Bankers, Inc. | 3,089 | $49.1K | 0.00% | −957−23.7% | Reduced |
| Legacy Wealth Managment, LLC | 3,002 | $47.7K | 0.02% | −700−18.9% | Reduced |
| Caitlin John, LLC | 3,000 | $47.6K | 0.03% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2,805 | $44.5K | 0.00% | +1,773+171.8% | Added |
| Zions Bancorporation, National Association | 2,564 | $40.7K | 0.00% | −1,707−40.0% | Reduced |
| Golden State Equity Partners | 2,523 | $40.1K | 0.00% | +2,523 | New |
| Signature Equity Partners, LLC | 2,377 | $37.7K | 0.02% | −6,023−71.7% | Reduced |
| Activest Wealth Management | 2,346 | $37.3K | 0.01% | −115−4.7% | Reduced |
| Vision Retirement, LLC | 2,220 | $35.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,120 | $33.7K | 0.00% | +218+11.5% | Added |
| Cornerstone Planning Group LLC | 2,099 | $33.6K | 0.00% | +1,467+232.1% | Added |
| First Horizon Corp | 2,018 | $32.0K | 0.00% | −1,098−35.2% | Reduced |
| Barrett & Company, Inc. | 2,000 | $31.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $31.3K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,938 | $30.8K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 1,819 | $29.0K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $29.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $28.6K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1,675 | $26.6K | 0.01% | +1,675 | New |
| TFC Financial Management | 1,646 | $26.1K | 0.00% | +1,130+219.0% | Added |
| Capital Advisors, Ltd. LLC | 1,648 | $26.0K | 0.00% | −2−0.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,575 | $25.0K | 0.02% | +75+5.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,505 | $24.4K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 2,068 | $24.1K | 0.01% | +2,068 | New |
| Blume Capital Management, Inc. | 1,500 | $23.8K | 0.00% | +100+7.1% | Added |
| Opal Wealth Advisors, LLC | 1,500 | $23.8K | 0.01% | +1,500 | New |
| Ronald Blue Trust, Inc. | 1,487 | $23.6K | 0.00% | +475+46.9% | Added |
| V-Square Quantitative Management LLC | 1,453 | $23.1K | 0.00% | −899−38.2% | Reduced |
| BFSG, LLC | 1,440 | $22.9K | 0.00% | −60−4.0% | Reduced |
| Whittier Trust Co | 1,400 | $22.8K | 0.00% | −350−20.0% | Reduced |
| Advisors Asset Management, Inc. | 1,424 | $22.6K | 0.00% | +1,424 | New |
| Quaker Wealth Management, LLC | 1,422 | $22.6K | 0.01% | +227+19.0% | Added |
| Hurley Capital, LLC | 1,400 | $22.2K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,351 | $22.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,367 | $21.7K | 0.00% | −136−9.0% | Reduced |
| Signature Resources Capital Management, LLC | 1,341 | $21.3K | 0.01% | −19−1.4% | Reduced |
| Massmutual Trust Co FSB | 1,324 | $21.0K | 0.00% | −123−8.5% | Reduced |
| MCF Advisors LLC | 1,305 | $20.7K | 0.00% | −1,821−58.3% | Reduced |
| American Capital Advisory, LLC | 1,294 | $20.5K | 0.01% | −3−0.2% | Reduced |
| Tobam | 1,237 | $20.0K | 0.01% | −497−28.7% | Reduced |
| Aventura Private Wealth, LLC | 1,259 | $20.0K | 0.01% | −20−1.6% | Reduced |
| True Wealth Design, LLC | 1,254 | $19.9K | 0.01% | −32−2.5% | Reduced |
| Strategic Investment Solutions, Inc. | 1,242 | $19.7K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 1,274 | $19.3K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,200 | $19.1K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,176 | $19.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,190 | $18.9K | 0.00% | +17+1.4% | Added |
| Quent Capital, LLC | 1,180 | $18.7K | 0.00% | +279+31.0% | Added |
| CVA Family Office, LLC | 1,150 | $18.3K | 0.00% | +1,127+4,900.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,115 | $17.7K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,100 | $17.5K | 0.02% | +500+83.3% | Added |
| Fortitude Family Office, LLC | 1,039 | $16.5K | 0.00% | +348+50.4% | Added |
| Game Plan Financial Advisors, LLC | 1,025 | $16.3K | 0.01% | −45−4.2% | Reduced |
| SHP Wealth Management | 1,016 | $16.1K | 0.00% | −350−25.6% | Reduced |
| Holos Integrated Wealth LLC | 1,000 | $16.1K | 0.01% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,005 | $16.0K | 0.00% | −24−2.3% | Reduced |
| Bank of New Hampshire | 1,000 | $15.9K | 0.00% | −3,200−76.2% | Reduced |
| Creative Financial Designs Inc | 1,000 | $15.9K | 0.00% | −268−21.1% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,000 | $15.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $15.9K | 0.00% | +1,000 | New |
| WPG Advisers, LLC | 964 | $15.3K | 0.01% | −29−2.9% | Reduced |
| Hallmark Capital Management Inc | 963 | $15.3K | 0.00% | 00.0% | Unchanged |
| Ossiam | 953 | $15.1K | 0.00% | −5,358−84.9% | Reduced |
| Elequin Capital LP | 951 | $15.1K | 0.00% | −1,738−64.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 940 | $14.9K | 0.00% | −1,940−67.4% | Reduced |
| Center for Financial Planning, Inc. | 925 | $14.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 904 | $14.4K | 0.01% | +4+0.4% | Added |
| Wellington-Altus USA Inc. | 800 | $14.3K | 0.01% | +800 | New |
| Aspect Partners, LLC | 849 | $13.5K | 0.01% | −140−14.2% | Reduced |
| Scarborough Advisors, LLC | 829 | $13.2K | 0.00% | +100+13.7% | Added |
| Swiss Re Ltd | 800 | $12.7K | 0.08% | 00.0% | Unchanged |
| Aviso Financial Inc. | 800 | $12.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 799 | $12.7K | 0.00% | −45−5.3% | Reduced |
| Grove Bank & Trust | 797 | $12.7K | 0.00% | −1,050−56.8% | Reduced |
| Salem Investment Counselors Inc | 779 | $12.4K | 0.00% | +779 | New |
| Financial Perspectives, Inc | 775 | $12.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 750 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 750 | $11.9K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 748 | $11.9K | 0.00% | +100+15.4% | Added |
| Godsey & Gibb Associates | 701 | $11.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 695 | $11.0K | 0.00% | +71+11.4% | Added |
| DAGCO, Inc. | 681 | $10.8K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 666 | $10.6K | 0.00% | −283−29.8% | Reduced |
| Versant Capital Management, Inc | 638 | $10.1K | 0.00% | +82+14.7% | Added |
| Estabrook Capital Management | 630 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 600 | $10.0K | 0.00% | +600 | New |
| HM Payson & Co | 625 | $9.93K | 0.00% | +525+525.0% | Added |
| Gen-Wealth Partners Inc | 600 | $9.53K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 544 | $8.64K | 0.00% | −1,767−76.5% | Reduced |
| JFS Wealth Advisors, LLC | 528 | $8.38K | 0.00% | −190−26.5% | Reduced |
| Benson Wealth Management INC | 523 | $8.30K | 0.01% | +523 | New |
| Covestor Ltd | 533 | $8.00K | 0.01% | −333−38.5% | Reduced |
| CNB Bank | 500 | $7.94K | 0.00% | 00.0% | Unchanged |