Skip to main content

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, Q3 2026

Institutional positions in SoFi Technologies, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
5
0 vs. Q2 2026
Shares held
2.68K
−1.19K (−30.7%) vs. Q2 2026
Total value
$42.3K
−$26.6K (−38.7%) vs. Q2 2026
New holders
0
2 more added
Sold out
0
1 more reduced

920 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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 holders
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 held
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, Q3 2026

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2026.

Institutions holding SOFI in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
CX Institutional1,197$19.0K0.00%−1,280−51.7%Reduced
Versant Capital Management, Inc1,110$17.4K0.00%+76+7.4%Added
Noble Wealth Management PBC200$3.14K0.00%00.0%Unchanged
Planning Strategies Inc.131$2.06K0.00%+16+13.9%Added
Sarver Vrooman Wealth Advisors40$6290.00%00.0%Unchanged
BlackRock, Inc.––––Not filed
Vanguard Capital Management LLC––––Not filed
Vanguard Portfolio Management LLC––––Not filed
Goldman Sachs Group Inc––––Not filed
UBS Group AG––––Not filed
State Street Corp––––Not filed
Geode Capital Management, LLC––––Not filed
Morgan Stanley––––Not filed
D. E. Shaw & Co., Inc.––––Not filed
Norges Bank––––Not filed
Marshall Wace, LLP––––Not filed
Millennium Management LLC––––Not filed
Susquehanna International Group, LLP––––Not filed
Dimensional Fund Advisors LP––––Not filed
Bank of America Corp––––Not filed
Vanguard Fiduciary Trust Co––––Not filed
Northern Trust Corp––––Not filed
Charles Schwab Investment Management Inc––––Not filed
Citigroup Inc––––Not filed
Bank of Montreal––––Not filed
Wells Fargo & Company––––Not filed
Sumitomo Mitsui Trust Holdings, Inc.––––Not filed
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.––––Not filed
UBS Asset Management Americas Inc––––Not filed
Harvest Portfolios Group Inc.––––Not filed
Royal Bank of Canada––––Not filed
Worldquant Millennium Advisors LLC––––Not filed
Accel Growth Fund V Associates L.L.C.––––Not filed
Bank of New York Mellon Corp––––Not filed
Healthcare of Ontario Pension Plan Trust Fund––––Not filed
ARK Investment Management LLCSuperinvestorARK Invest––––Not filed
JPMorgan Chase & Co––––Not filed
Legal & General Group Plc––––Not filed
Swiss National Bank––––Not filed
HRT Financial LP––––Not filed
Nikko Asset Management Americas, Inc.––––Not filed
Capula Management Ltd––––Not filed
LPL Financial LLC––––Not filed
Nuveen, LLC––––Not filed
Davenport & Co LLC––––Not filed
Deutsche Bank AG––––Not filed
Vanguard Asset Management, Ltd––––Not filed
Voloridge Investment Management, LLC––––Not filed
Walleye Trading LLC––––Not filed
Barclays PLC––––Not filed
California Public Employees Retirement System––––Not filed
Amundi––––Not filed
California State Teachers Retirement System––––Not filed
State of Michigan Retirement System––––Not filed
Marex Group plc––––Not filed
Tremblant Capital Group––––Not filed
BNP Paribas Arbitrage, SA––––Not filed
Invesco Ltd.––––Not filed
National Bank of Canada––––Not filed
Ameriprise Financial Inc––––Not filed
Bienville Capital Management, LLC––––Not filed
Patient Capital Management, LLC––––Not filed
Cantor Fitzgerald, L. P.––––Not filed
Jane Street Group, LLC––––Not filed
Clear Street Group Inc.––––Not filed
Rhumbline Advisers––––Not filed
Price T Rowe Associates Inc––––Not filed
Mizuho Markets Americas LLC––––Not filed
HSBC Holdings PLC––––Not filed
Simplex Trading, LLC––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
Citadel Advisors LLC––––Not filed
Diversify Advisory Services, LLC––––Not filed
Diversify Wealth Management, LLC––––Not filed
IMC-Chicago, LLC––––Not filed
Trexquant Investment LP––––Not filed
Jones Financial Companies LLLP––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Jefferies Financial Group Inc.––––Not filed
Russell Investments Group, Ltd.––––Not filed
Cetera Investment Advisers––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Rockefeller Capital Management L.P.––––Not filed
SBI Securities Co., Ltd.––––Not filed
Baltimore-Washington Financial Advisors, Inc.––––Not filed
Sierra Summit Advisors LLC––––Not filed
Aviva PLC––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Raymond James Financial Inc––––Not filed
DnB Asset Management AS––––Not filed
Korea Investment CORP––––Not filed
Tredje AP-fonden––––Not filed
Longitude (Cayman) Ltd.––––Not filed
Provident Living Financial Services, Inc.––––Not filed
AlphaStar Capital Management, LLC––––Not filed
Reynders McVeigh Capital Management, LLC––––Not filed
FMR LLC––––Not filed
SRS Capital Advisors, Inc.––––Not filed
Moors & Cabot, Inc.––––Not filed
State of Wisconsin Investment Board––––Not filed