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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, Q2 2026

Institutional positions in SoFi Technologies, Inc. as of Jun 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

Institutional holders
925
+12 vs. Q1 2026
Shares held
653.4M
−51.2M (−7.3%) vs. Q1 2026
Total value
$11.7B
+$520.6M (+4.7%) vs. Q1 2026
New holders
130
397 more added
Sold out
118
260 more reduced

14 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 925 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 heldQ2 2026: $11.7B
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, Q2 2026

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2026.

Institutions holding SOFI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Centerpoint Advisors, LLC25$00.00%00.0%Unchanged
Evolution Advisers, Inc.5$00.00%+5New
Navigoe, LLC38$00.00%+38New
City State Bank2$360.00%00.0%Unchanged
Highland Investment Advisors LLC4$720.00%+4New
Activest Wealth Management5$900.00%−2,341−99.8%Reduced
Wilkerson Advisory Group LLC5$900.00%00.0%Unchanged
Napier Financial, LLC5$900.00%00.0%Unchanged
IMG Wealth Management, Inc.5$900.00%+5New
Bokf, NA7$1260.00%+7New
Byrne Asset Management LLC9$1610.00%00.0%Unchanged
West Paces Advisors Inc.9$1610.00%+9New
Berkshire Capital Holdings Inc10$1790.00%00.0%Unchanged
Seneschal Advisors, LLC11$1980.00%−3−21.4%Reduced
Maryland Capital Advisors Inc.11$1980.00%+11New
Trust Co of Toledo NA14$2510.00%00.0%Unchanged
Whittier Trust Co of Nevada Inc15$2660.00%00.0%Unchanged
Security National Bank of Sioux City Iowa20$3590.00%+20New
Cape Investment Advisory, Inc.20$3590.00%+20New
Stone House Investment Management, LLC22$3940.00%−1−4.3%Reduced
Tradewinds Capital Management, LLC23$4130.00%−265−92.0%Reduced
New England Capital Financial Advisors LLC26$4670.00%+26New
Strategic Advocates LLC27$4840.00%00.0%Unchanged
Ameriflex Group, Inc.28$5030.00%−410−93.6%Reduced
Dogwood Wealth Management LLC29$5200.00%−10−25.6%Reduced
Cranbrook Wealth Management, LLC29$5200.00%00.0%Unchanged
Truvestments Capital LLC30$5380.00%−206−87.3%Reduced
1015 Capital Partners, LLC31$5560.00%−6−16.2%Reduced
Eukles Asset Management32$5740.00%00.0%Unchanged
Bare Financial Services, Inc34$6100.00%−18−34.6%Reduced
Financial Consulate, Inc35$6280.00%00.0%Unchanged
Concord Wealth Partners36$6450.00%+36New
Continuum Advisory, LLC38$6780.00%+38New
Mizuho Financial Group Inc40$7170.01%+40New
Sarver Vrooman Wealth Advisors40$7400.00%00.0%Unchanged
DT Investment Partners, LLC45$8070.00%+45New
Cornerstone Financial Management LLC47$8430.00%+9+23.7%Added
West Financial Advisors, LLC49$8790.00%00.0%Unchanged
McGuire Capital Advisors Inc50$8960.00%00.0%Unchanged
Gilpin Wealth Management, LLC50$8970.00%00.0%Unchanged
REAP Financial Group, LLC51$9140.00%+50+5,000.0%Added
LRI Investments, LLC53$9500.00%−20−27.4%Reduced
Investors Research Corp53$9500.00%00.0%Unchanged
DecisionPoint Financial, LLC52$9590.00%+29+126.1%Added
Pacer Advisors, Inc.34$1.00K0.00%+1+3.0%Added
Roble, Belko & Company, Inc77$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners89$1.00K0.00%00.0%Unchanged
UMA Financial Services, Inc.60$1.08K0.00%+9+17.6%Added
Davis Capital Management60$1.08K0.00%+21+53.8%Added
Investors Portfolio Services LLC73$1.31K0.00%00.0%Unchanged
Private Wealth Management Group, LLC79$1.42K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC80$1.43K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC80$1.44K0.00%+80New
HM Payson & Co100$1.79K0.00%−525−84.0%Reduced
Horizon Financial Services, LLC100$1.79K0.00%00.0%Unchanged
Financial Avengers, Inc.100$1.79K0.00%00.0%Unchanged
POM Investment Strategies, LLC100$1.79K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.100$1.79K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc100$1.79K0.00%+80+400.0%Added
Friedenthal Financial100$1.79K0.00%+100New
Cordant, Inc.100$1.79K0.00%+100New
Fedenia Advisers LLC100$1.79K0.00%+100New
Nvest Wealth Strategies, Inc.100$1.79K0.00%+100New
Silver Grove Financial Group, Inc.112$2.01K0.00%+112New
Planning Strategies Inc.115$2.06K0.00%+115New
Hughes Financial Services, LLC116$2.08K0.00%+4+3.6%Added
Bruce G. Allen Investments, LLC118$2.12K0.00%−20−14.5%Reduced
Bay Harbor Wealth Management, LLC119$2.13K0.00%+35+41.7%Added
HFM Investment Advisors, LLC123$2.21K0.00%+72+141.2%Added
Sittner & Nelson, LLC133$2.38K0.00%00.0%Unchanged
RMG Wealth Management LLC136$2.44K0.00%+136New
Raffa Wealth Management, LLC144$2.58K0.00%+26+22.0%Added
Ritter Daniher Financial Advisory LLC148$2.65K0.00%00.0%Unchanged
Atlantic Edge Private Wealth Management, LLC150$2.69K0.00%+100+200.0%Added
Strengthening Families & Communities, LLC153$2.74K0.00%−84−35.4%Reduced
Rossby Financial, LCC161$2.89K0.00%−197−55.0%Reduced
Accent Capital Management, LLC162$2.90K0.00%+31+23.7%Added
DiNuzzo Private Wealth, Inc.171$3.07K0.00%00.0%Unchanged
Rialto Wealth Management, LLC173$3.10K0.00%+120+226.4%Added
LifeSteps Financial, Inc.186$3.33K0.00%+186New
Highline Wealth Partners LLC190$3.41K0.00%00.0%Unchanged
ZRC Wealth Management, LLC200$3.59K0.00%00.0%Unchanged
Noble Wealth Management PBC200$3.59K0.00%00.0%Unchanged
Bernard Wealth Management Corp.200$3.59K0.00%00.0%Unchanged
EFG International AG200$3.59K0.00%00.0%Unchanged
SWAN Capital LLC202$3.62K0.00%+200+10,000.0%Added
Principia Wealth Advisory, LLC207$3.71K0.00%+6+3.0%Added
Providence Capital Advisors, LLC214$3.84K0.00%+214New
Quarry LP222$3.98K0.00%+222New
Atwood & Palmer Inc222$3.98K0.00%+25+12.7%Added
Pin Oak Investment Advisors Inc250$4.00K0.00%00.0%Unchanged
Capital Analysts, LLC240$4.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA250$4.00K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.228$4.09K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC234$4.20K0.00%+35+17.6%Added
Atlantic Trust, LLC243$4.36K0.00%00.0%Unchanged
Rothschild Investment LLC249$4.46K0.00%−132−34.6%Reduced
Fourth Dimension Wealth, LLC250$4.48K0.00%00.0%Unchanged
Bayban250$4.48K0.00%00.0%Unchanged
Rexford Capital Inc256$4.60K0.00%00.0%Unchanged