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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.

Institutional holdersQ1 2026: 927 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ1 2026: $11.2B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2025.

Institutions holding SOFI in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Elevated Capital Advisors, LLC500$7.94K0.00%00.0%Unchanged
Synergy Investment Management, LLC500$7.94K0.00%+500New
Anchor Investment Management, LLC458$7.27K0.00%00.0%Unchanged
ORG Wealth Partners, LLC452$7.18K0.00%00.0%Unchanged
TSFG, LLC442$7.00K0.00%00.0%Unchanged
Ameriflex Group, Inc.438$6.96K0.00%00.0%Unchanged
Sachetta, LLC421$6.69K0.00%+168+66.4%Added
JPL Wealth Management, LLC416$6.61K0.00%+416New
Dunhill Financial, LLC403$6.40K0.00%+379+1,579.2%Added
Hilltop National Bank400$6.35K0.00%−2,032−83.6%Reduced
Central Trust Co400$6.35K0.00%00.0%Unchanged
Adirondack Trust Co400$6.35K0.00%00.0%Unchanged
Vision Financial Markets LLC400$6.35K0.01%00.0%Unchanged
Bangor Savings Bank400$6.35K0.00%+400New
Mather Group, LLC.400$6.35K0.00%+400New
Sound Income Strategies, LLC400$6.25K0.00%−200−33.3%Reduced
Rothschild Investment LLC381$6.05K0.00%−919−70.7%Reduced
Strategic Wealth Partners, Ltd.381$6.05K0.00%+25+7.0%Added
GHP Investment Advisors, Inc.380$6.04K0.00%+38+11.1%Added
Rossby Financial, LCC358$5.60K0.00%+200+126.6%Added
Main Street Group, LTD348$5.53K0.00%+348New
Transamerica Financial Advisors, Inc.344$5.46K0.00%+66+23.7%Added
GoalVest Advisory LLC340$5.40K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC339$5.38K0.00%00.0%Unchanged
Torren Management, LLC334$5.30K0.00%−74−18.1%Reduced
Red Tortoise LLC328$5.21K0.00%00.0%Unchanged
HighMark Wealth Management LLC320$5.08K0.00%−679−68.0%Reduced
Hantz Financial Services, Inc.305$5.00K0.00%−382−55.6%Reduced
Tradewinds Capital Management, LLC288$4.57K0.00%+4+1.4%Added
Curio Wealth, LLC280$4.45K0.00%+20+7.7%Added
Brown Brothers Harriman & Co263$4.18K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC260$4.13K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC257$4.08K0.00%00.0%Unchanged
Rexford Capital Inc256$4.07K0.00%+256New
Farmers & Merchants Trust Co of Chambersburg PA250$4.00K0.00%00.0%Unchanged
Capital Analysts, LLC240$4.00K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc250$4.00K0.00%+250New
MV Capital Management, Inc.251$3.99K0.00%+10+4.1%Added
Farmers & Merchants Investments Inc250$3.97K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC250$3.97K0.00%00.0%Unchanged
Bayban250$3.97K0.00%00.0%Unchanged
Meeder Asset Management Inc244$3.88K0.00%−48−16.4%Reduced
Atlantic Trust, LLC243$3.86K0.00%00.0%Unchanged
Strengthening Families & Communities, LLC237$3.76K0.00%+151+175.6%Added
Truvestments Capital LLC236$3.75K0.00%−132−35.9%Reduced
Ares Financial Consulting, LLC236$3.69K0.00%+236New
Wealth Enhancement Trust Services, Inc.228$3.62K0.00%00.0%Unchanged
Cromwell Holdings LLC223$3.54K0.00%+45+25.3%Added
Principia Wealth Advisory, LLC201$3.19K0.00%+60+42.6%Added
Crewe Advisors LLC200$3.18K0.00%00.0%Unchanged
Noble Wealth Management PBC200$3.18K0.00%00.0%Unchanged
Bernard Wealth Management Corp.200$3.18K0.00%00.0%Unchanged
EFG International AG200$3.18K0.00%00.0%Unchanged
ZRC Wealth Management, LLC200$3.18K0.00%+29+17.0%Added
Retirement Wealth Solutions LLC199$3.16K0.00%−105−34.5%Reduced
Atwood & Palmer Inc197$3.13K0.00%+197New
Twin Peaks Wealth Advisors, LLC193$3.06K0.00%+193New
Highline Wealth Partners LLC190$3.02K0.00%−19−9.1%Reduced
Intentional Wealth Strategies, LLC181$2.87K0.00%+181New
DiNuzzo Private Wealth, Inc.171$2.72K0.00%−2−1.2%Reduced
Mosley Wealth Management102$2.69K0.00%+102New
Global Wealth Strategies & Associates159$2.52K0.00%+159New
IMA Wealth, Inc.154$2.44K0.00%−17−9.9%Reduced
Clarity Asset Management, Inc.150$2.38K0.00%+150New
Ritter Daniher Financial Advisory LLC148$2.35K0.00%−25−14.5%Reduced
Bruce G. Allen Investments, LLC138$2.19K0.00%+20+16.9%Added
Chilton Capital Management LLC133$2.11K0.00%−433−76.5%Reduced
Sittner & Nelson, LLC133$2.11K0.00%00.0%Unchanged
Accent Capital Management, LLC131$2.08K0.00%−15−10.3%Reduced
Raffa Wealth Management, LLC118$1.87K0.00%+12+11.3%Added
Hughes Financial Services, LLC112$1.78K0.00%−3−2.6%Reduced
Anfield Capital Management, LLC109$1.73K0.00%−16−12.8%Reduced
Financial Avengers, Inc.100$1.59K0.00%00.0%Unchanged
Horizon Financial Services, LLC100$1.59K0.00%+100New
Steigerwald, Gordon & Koch Inc.100$1.59K0.00%+100New
POM Investment Strategies, LLC100$1.59K0.00%+100New
1620 Investment Advisors, Inc.100$1.59K0.00%+100New
Bay Harbor Wealth Management, LLC84$1.33K0.00%−12−12.5%Reduced
MPWM Advisory Solutions, LLC80$1.27K0.00%−500−86.2%Reduced
Private Wealth Management Group, LLC79$1.25K0.00%00.0%Unchanged
Merkkuri Wealth Advisors LLC75$1.19K0.00%+75New
LRI Investments, LLC73$1.16K0.00%−2,975−97.6%Reduced
Investors Portfolio Services LLC73$1.12K0.00%−5−6.4%Reduced
Addison Advisors LLC70$1.11K0.00%+70New
Roble, Belko & Company, Inc77$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners89$1.00K0.00%00.0%Unchanged
Pacer Advisors, Inc.33$1.00K0.00%+1+3.1%Added
Rialto Wealth Management, LLC53$8420.00%−169−76.1%Reduced
Investors Research Corp53$8420.00%+53New
Bare Financial Services, Inc52$8260.00%−11−17.5%Reduced
HFM Investment Advisors, LLC51$8100.00%−138−73.0%Reduced
UMA Financial Services, Inc.51$8100.00%−8−13.6%Reduced
McGuire Capital Advisors Inc50$7940.00%−25−33.3%Reduced
Gilpin Wealth Management, LLC50$7940.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC50$7940.00%+50New
West Financial Advisors, LLC49$7790.00%00.0%Unchanged
JNBA Financial Advisors46$7310.00%00.0%Unchanged
Sarver Vrooman Wealth Advisors40$6350.00%00.0%Unchanged
Dogwood Wealth Management LLC39$6190.00%−192−83.1%Reduced
Davis Capital Management39$6190.00%+28+254.5%Added