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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
Copia Wealth Management––––Not filed
Westside Investment Management, Inc.––––Not filed
Turn8 Private Wealth Inc.––––Not filed
Archer Investment Corp––––Not filed
Atlantic Union Bankshares Corp––––Not filed
Advisors Asset Management, Inc.––––Not filed
Zions Bancorporation, National Association––––Not filed
Migdal Insurance & Financial Holdings Ltd.––––Not filed
Quent Capital, LLC––––Not filed
Covestor Ltd––––Not filed
Bellecapital International Ltd.––––Not filed
First Horizon Corp––––Not filed
IFG Advisory, LLC––––Not filed
Vision Retirement, LLC––––Not filed
Blume Capital Management, Inc.––––Not filed
Markowski Investments––––Not filed
Cornerstone National Bank & Trust Co––––Not filed
Barrett & Company, Inc.––––Not filed
Provenance Wealth Advisors, LLC––––Not filed
Glen Eagle Advisors, LLC––––Not filed
Cornerstone Planning Group LLC––––Not filed
Compass Financial Management LLC––––Not filed
TD Private Client Wealth LLC––––Not filed
Winthrop Capital Management, LLC––––Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA––––Not filed
Ronald Blue Trust, Inc.––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Boreal Capital Management LLC––––Not filed
Capital Advisors, Ltd. LLC––––Not filed
Key Financial Inc––––Not filed
Murphy & Mullick Capital Management Corp––––Not filed
Parkside Financial Bank & Trust––––Not filed
Cary Street Partner Investment Advisory LLC––––Not filed
Bartlett & Co. Wealth Management LLC––––Not filed
SHP Wealth Management––––Not filed
TFC Financial Management––––Not filed
Whittier Trust Co––––Not filed
BFSG, LLC––––Not filed
Quaker Wealth Management, LLC––––Not filed
Hurley Capital, LLC––––Not filed
Bessemer Group Inc––––Not filed
American Capital Advisory, LLC––––Not filed
Aventura Private Wealth, LLC––––Not filed
True Wealth Design, LLC––––Not filed
Ossiam––––Not filed
Grove Bank & Trust––––Not filed
SJS Investment Consulting Inc.––––Not filed
Keating Financial Advisory Services, Inc.––––Not filed
Hazlett, Burt & Watson, Inc.––––Not filed
V-Square Quantitative Management LLC––––Not filed
Game Plan Financial Advisors, LLC––––Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.––––Not filed
Hollencrest Capital Management––––Not filed
Transamerica Financial Advisors, Inc.––––Not filed
Bell Investment Advisors, Inc––––Not filed
Creative Financial Designs Inc––––Not filed
Bank of New Hampshire––––Not filed
MRP Capital Investments, LLC––––Not filed
Comprehensive Financial Planning, Inc.––––Not filed
Signature Equity Partners, LLC––––Not filed
Holos Integrated Wealth LLC––––Not filed
Essential Partners LLC––––Not filed
Anchor Investment Management, LLC––––Not filed
Fortitude Family Office, LLC––––Not filed
Hallmark Capital Management Inc––––Not filed
Center for Financial Planning, Inc.––––Not filed
MCF Advisors LLC––––Not filed
Smallwood Wealth Investment Management, LLC––––Not filed
Aspect Partners, LLC––––Not filed
Salomon & Ludwin, LLC––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed
CNB Bank––––Not filed
WPG Advisers, LLC––––Not filed
Financial Perspectives, Inc––––Not filed
Atlantic Private Wealth, LLC––––Not filed
Salem Investment Counselors Inc––––Not filed
FNY Investment Advisers, LLC––––Not filed
CVA Family Office, LLC––––Not filed
Godsey & Gibb Associates––––Not filed
Dunhill Financial, LLC––––Not filed
JFS Wealth Advisors, LLC––––Not filed
First Command Advisory Services, Inc.––––Not filed
Strategic Wealth Partners, Ltd.––––Not filed
Estabrook Capital Management––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
IAG Wealth Partners, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
Legacy Bridge, LLC––––Not filed
Gen-Wealth Partners Inc––––Not filed
Sachetta, LLC––––Not filed
Heritage Wealth Advisors––––Not filed
North Star Investment Management Corp.––––Not filed
Financial Management Professionals, Inc.––––Not filed
Elevated Capital Advisors, LLC––––Not filed
Synergy Investment Management, LLC––––Not filed
ORG Wealth Partners, LLC––––Not filed
Crewe Advisors LLC––––Not filed
Golden State Wealth Management, LLC––––Not filed
Hantz Financial Services, Inc.––––Not filed
TSFG, LLC––––Not filed