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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, 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
8
0 vs. Q2 2026
Shares held
36.4K
−219 (−0.6%) vs. Q2 2026
Total value
$572.5K
−$83.8K (−12.8%) vs. Q2 2026
New holders
0
5 more added
Sold out
0
1 more reduced

917 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
Bleakley Financial Group, LLC––––Not filed
Erste Asset Management GmbH––––Not filed
one8zero8, LLC––––Not filed
Calamos Wealth Management LLC––––Not filed
TCW Group Inc––––Not filed
Syon Capital LLC––––Not filed
Brookwood Investment Group LLC––––Not filed
Alpha Wealth Funds, LLC––––Not filed
Legend Capital Advisors LLC––––Not filed
Cozad Asset Management Inc––––Not filed
Omers Administration Corp––––Not filed
Triad Wealth Partners, LLC––––Not filed
N.E.W. Advisory Services LLC––––Not filed
Carnegie Lake Advisors LLC––––Not filed
Principal Securities, Inc.––––Not filed
Southern Financial Group, LLC––––Not filed
USAdvisors Wealth Management, LLC––––Not filed
Shay Capital LLC––––Not filed
Integrity Alliance, LLC.––––Not filed
Prudential PLC––––Not filed
Mayfair Advisory Group, LLC––––Not filed
Change Path, LLC––––Not filed
Marshall Financial Group LLC––––Not filed
Motley Fool Asset Management LLC––––Not filed
Citizens Financial Group Inc––––Not filed
Thrive Wealth Management, LLC––––Not filed
Coldstream Capital Management Inc––––Not filed
Calton & Associates, Inc.––––Not filed
Jacobi Capital Management LLC––––Not filed
Siemens Fonds Invest GmbH––––Not filed
Capital Investment Advisors, LLC––––Not filed
Axq Capital, LP––––Not filed
United Capital Financial Advisers, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Interchange Capital Partners, LLC––––Not filed
Intrua Financial, LLC––––Not filed
Lake Street Financial LLC––––Not filed
Probity Advisors, Inc.––––Not filed
SNS Financial Group, LLC––––Not filed
Apollon Wealth Management, LLC––––Not filed
Fiduciary Financial Group, LLC––––Not filed
Westmount Partners, LLC––––Not filed
Asset One Wealth Management LLC––––Not filed
Prime Capital Investment Advisors, LLC––––Not filed
Global Financial Private Client, LLC––––Not filed
Bensler, LLC––––Not filed
Kingswood Wealth Advisors, LLC––––Not filed
Yousif Capital Management, LLC––––Not filed
Aldebaran Financial Inc.––––Not filed
EP Wealth Advisors, LLC––––Not filed
Karras Company, Inc.––––Not filed
Garden State Investment Advisory Services LLC––––Not filed
W.G. Shaheen & Associates DBA Whitney & Co––––Not filed
Albion Financial Group––––Not filed
Gotham Asset Management, LLC––––Not filed
BankChampaign, National Association––––Not filed
Truefg, LLC––––Not filed
Riggs Asset Managment Co. Inc.––––Not filed
Entropy Technologies, LP––––Not filed
Oxford Financial Group Ltd––––Not filed
Capstone Investment Advisors, LLC––––Not filed
Visionary Wealth Advisors––––Not filed
Avion Wealth––––Not filed
Cary Street Partners Financial LLC––––Not filed
Avestar Capital, LLC––––Not filed
Northwest Wealth Management, LLC––––Not filed
Frec Markets, Inc.––––Not filed
HB Wealth Management, LLC––––Not filed
Fermata Advisors, LLC––––Not filed
IFS Group,LLC––––Not filed
Ritholtz Wealth Management––––Not filed
Newbridge Financial Services Group, Inc.––––Not filed
Fortis Advisors, LLC––––Not filed
Concorde Asset Management, LLC––––Not filed
Pallas Capital Advisors LLC––––Not filed
NWF Advisory Services Inc.––––Not filed
Redhawk Wealth Advisors, Inc.––––Not filed
Procyon Private Wealth Partners, LLC––––Not filed
Tempus Wealth Planning, LLC––––Not filed
Ballentine Partners, LLC––––Not filed
Betterment LLC––––Not filed
Financial Advisory Service, Inc.––––Not filed
Capital Investment Advisory Services, LLC––––Not filed
PKS Advisory Services, LLC––––Not filed
Paradigm Financial Partners, LLC––––Not filed
Ostrum Asset Management––––Not filed
Acorn Financial Advisory Services Inc––––Not filed
Robeco Institutional Asset Management B.V.––––Not filed
Moneta Group Investment Advisors LLC––––Not filed
Key Client Fiduciary Advisors, LLC––––Not filed
GAMMA Investing LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Armistice Capital, LLC––––Not filed
Clearstead Advisors, LLC––––Not filed
Ring Mountain Capital, LLC––––Not filed
Mutual Advisors, LLC––––Not filed
Pension & Wealth Management Advisors, Inc.––––Not filed
Plum Street Advisors, LLC––––Not filed
White Wing Wealth Management––––Not filed
Pure Financial Advisors, Inc.––––Not filed