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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
Fieldview Capital Management, LLC––––Not filed
Palacios Wealth Management, LLC––––Not filed
Ausdal Financial Partners, Inc.––––Not filed
F&V Capital Management, LLC––––Not filed
Axim Planning & Wealth––––Not filed
Norden Group LLC––––Not filed
Glenmede Trust Co NA––––Not filed
L2 Asset Management, LLC––––Not filed
Park Avenue Securities LLC––––Not filed
Commerce Bank––––Not filed
Millennium Capital Advisors, LLC––––Not filed
Tucker Asset Management LLC––––Not filed
Wellington Management Group LLP––––Not filed
Mutual of America Capital Management LLC––––Not filed
Delta Investment Management, LLC––––Not filed
WoodTrust Financial Corp––––Not filed
Kercheville Advisors, LLC––––Not filed
Worth Financial Advisory Group, LLC––––Not filed
Global Assets Advisory, LLC––––Not filed
Brown Advisory Inc––––Not filed
Cigna Investments Inc––––Not filed
Clear Creek Financial Management, LLC––––Not filed
Phoenix Holdings Ltd.––––Not filed
Wedbush Securities Inc––––Not filed
Principal Financial Group Inc––––Not filed
Dynasty Wealth Management, LLC––––Not filed
Root Financial Partners, LLC––––Not filed
Gilliland Jeter Wealth Management LLC––––Not filed
Quantitative Investment Management, LLC––––Not filed
Fortis Capital Management LLC––––Not filed
Fearless Solutions, LLC dba Best Invest––––Not filed
M1 Capital Management LLC––––Not filed
Strategic Blueprint, LLC––––Not filed
Meridian Wealth Management, LLC––––Not filed
Transcend Wealth Collective, LLC––––Not filed
Nelson, Van Denburg & Campbell Wealth Management Group, LLC––––Not filed
Bogart Wealth, LLC––––Not filed
ETF Portfolio Partners, Inc.––––Not filed
Seelaus Asset Management LLC––––Not filed
Sagespring Wealth Partners, LLC––––Not filed
Horizon Wealth Management, LLC––––Not filed
Zacks Investment Management––––Not filed
Lodestone Wealth Management LLC––––Not filed
Alps Advisors Inc––––Not filed
BOK Financial Private Wealth, Inc.––––Not filed
Advisors Management Group Inc––––Not filed
FIL Ltd––––Not filed
Tamar Securities, LLC––––Not filed
National Asset Management, Inc.––––Not filed
Future Financial Wealth Managment LLC––––Not filed
Allspring Global Investments Holdings, LLC––––Not filed
Chicago Partners Investment Group LLC––––Not filed
Fukoku Mutual Life Insurance Co––––Not filed
Ethic Inc.––––Not filed
Harel Insurance Investments & Financial Services Ltd.––––Not filed
Signaturefd, LLC––––Not filed
Smith, Moore & Co.––––Not filed
Winton Group Ltd––––Not filed
United Advisor Group, LLC––––Not filed
CoreCap Advisors, LLC––––Not filed
Colony Group, LLC––––Not filed
Ancora Advisors, LLC––––Not filed
Diligent Investors, LLC––––Not filed
Baader Bank INC––––Not filed
A&I Financial Services, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Geneos Wealth Management Inc.––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Cassaday & Co Wealth Management LLC––––Not filed
Abound Wealth Management––––Not filed
AdvisorNet Financial, Inc––––Not filed
South State Corp.––––Not filed
Toth Financial Advisory Corp––––Not filed
Nemes Rush Group LLC––––Not filed
Global X Japan Co., Ltd.––––Not filed
Volterra Technologies LP––––Not filed
Tidemark, LLC––––Not filed
Strive Financial Group ,LLC––––Not filed
Private Trust Co NA––––Not filed
NBC Securities, Inc.––––Not filed
Penserra Capital Management LLC––––Not filed
Investment Research & Advisory Group, Inc.––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
University of Texas/Texas Am Investment Managment Co––––Not filed
SOA Wealth Advisors, LLC.––––Not filed
Wolff Wiese Magana LLC––––Not filed
Livforsakringsbolaget Skandia, Omsesidigt––––Not filed
Manchester Capital Management LLC––––Not filed
Orion Capital Management LLC––––Not filed
Los Angeles Capital Management LLC––––Not filed
Huntington National Bank––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
DekaBank Deutsche Girozentrale––––Not filed
Caitlin John, LLC––––Not filed
WealthCollab, LLC––––Not filed
Institute for Wealth Management, LLC.––––Not filed
Assetmark, Inc––––Not filed
Action Point Financial Planning, LLC––––Not filed
Tower Research Capital LLC (TRC)––––Not filed
Smartleaf Asset Management LLC––––Not filed