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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 925 | $11.7B |
| Q1 2026 | 927 | $11.2B |
| Q4 2025 | 1,005 | $18.3B |
| Q3 2025 | 913 | $16.7B |
| Q2 2025 | 745 | $10.5B |
| Q1 2025 | 716 | $6.06B |
| Q4 2024 | 705 | $8.07B |
| Q3 2024 | 626 | $3.97B |
| Q2 2024 | 593 | $2.98B |
| Q1 2024 | 602 | $3.22B |
| Q4 2023 | 572 | $3.74B |
| Q3 2023 | 514 | $2.84B |
| Q2 2023 | 517 | $3.00B |
| Q1 2023 | 532 | $1.92B |
| Q4 2022 | 512 | $1.52B |
| Q3 2022 | 492 | $1.60B |
| Q2 2022 | 469 | $2.16B |
| Q1 2022 | 441 | $3.75B |
| Q4 2021 | 447 | $6.70B |
| Q3 2021 | 309 | $5.56B |
| Q2 2021 | 234 | $6.03B |
| Q1 2021 | 1 | $1.00K |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Asset Management Americas Inc | 4,925,068 | $88.3M | 0.02% | +198,336+4.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,239,086 | $93.9M | 0.05% | +592,042+12.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 5,684,422 | $101.9M | 0.06% | −5,004−0.1% | Reduced |
| Wells Fargo & Company | 5,885,387 | $105.5M | 0.02% | +1,462,880+33.1% | Added |
| Bank of Montreal | 6,168,171 | $110.6M | 0.04% | −598,527−8.8% | Reduced |
| Citigroup Inc | 6,283,079 | $112.7M | 0.05% | −1,213,204−16.2% | Reduced |
| Charles Schwab Investment Management Inc | 7,280,268 | $130.5M | 0.02% | +809,882+12.5% | Added |
| Northern Trust Corp | 7,620,475 | $136.6M | 0.02% | +273,810+3.7% | Added |
| Vanguard Fiduciary Trust Co | 8,140,281 | $146.0M | 0.03% | +222,470+2.8% | Added |
| Bank of America Corp | 9,135,967 | $163.8M | 0.01% | −1,706,381−15.7% | Reduced |
| Dimensional Fund Advisors LP | 10,003,025 | $179.4M | 0.03% | +896,493+9.8% | Added |
| Susquehanna International Group, LLP | 10,236,195 | $183.5M | 0.16% | +5,466,002+114.6% | Added |
| Millennium Management LLC | 10,493,471 | $188.1M | 0.13% | +2,235,003+27.1% | Added |
| Marshall Wace, LLP | 11,697,405 | $209.7M | 0.18% | +5,177,721+79.4% | Added |
| Norges Bank | 13,630,462 | $244.4M | 0.02% | +13,630,462 | New |
| D. E. Shaw & Co., Inc. | 14,691,786 | $263.4M | 0.16% | −28,029,122−65.6% | Reduced |
| Morgan Stanley | 19,521,442 | $350.0M | 0.02% | −1,737,325−8.2% | Reduced |
| Geode Capital Management, LLC | 23,356,377 | $417.6M | 0.02% | −2,626,459−10.1% | Reduced |
| State Street Corp | 28,763,660 | $515.7M | 0.02% | +1,448,463+5.3% | Added |
| UBS Group AG | 35,168,018 | $630.6M | 0.10% | −1,249,183−3.4% | Reduced |
| Goldman Sachs Group Inc | 35,207,678 | $631.3M | 0.07% | +22,675,109+180.9% | Added |
| Vanguard Portfolio Management LLC | 50,740,132 | $909.8M | 0.04% | −234,983−0.5% | Reduced |
| Vanguard Capital Management LLC | 57,928,852 | $1.04B | 0.02% | +820,271+1.4% | Added |
| BlackRock, Inc. | 72,444,208 | $1.30B | 0.02% | +2,887,044+4.2% | Added |
| Coppell Advisory Solutions LLC | 620 | – | – | +620 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,799,087−100.0% | Sold out |
| Defiance ETFs, LLC | 0 | $0 | 0.00% | −5,353,132−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −2,317,400−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,295,829−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −576,474−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −575,000−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −323,375−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −253,024−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −250,932−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −245,232−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −227,251−100.0% | Sold out |
| Spirepoint Private Client, LLC | 0 | $0 | 0.00% | −201,551−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −186,655−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −165,900−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −150,149−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −111,653−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −99,685−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −95,967−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −90,136−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −81,825−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −81,443−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −45,900−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −71,800−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −66,534−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −66,148−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −65,370−100.0% | Sold out |
| FirstWave Capital Management LLC | 0 | $0 | 0.00% | −55,835−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −54,223−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −52,860−100.0% | Sold out |
| Sun Financial Inc | 0 | $0 | 0.00% | −43,320−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −43,027−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −42,296−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −41,100−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −39,952−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −37,753−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −36,655−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −35,905−100.0% | Sold out |
| Capital Advantage, Inc. | 0 | $0 | 0.00% | −35,506−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −34,716−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −31,994−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −24,052−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −23,274−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −21,491−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −21,339−100.0% | Sold out |
| SLT Holdings LLC | 0 | $0 | 0.00% | −21,137−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −20,880−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −19,535−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −19,471−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −18,841−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −18,608−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −18,006−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −17,154−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −16,725−100.0% | Sold out |
| Hunting Hill Global Capital, LLC | 0 | $0 | 0.00% | −16,672−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −16,498−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −16,484−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Westco Advisory Services Inc | 0 | $0 | 0.00% | −15,019−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −14,179−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −13,532−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −13,032−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −12,553−100.0% | Sold out |
| Prostatis Group LLC | 0 | $0 | 0.00% | −12,386−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −12,264−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −11,931−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −11,281−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −10,635−100.0% | Sold out |
| Panoramic Investment Advisors, LLC | 0 | $0 | 0.00% | −10,450−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −10,324−100.0% | Sold out |
| Keystone Financial Services | 0 | $0 | 0.00% | −10,176−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −10,151−100.0% | Sold out |
| Compass Capital Corp | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −10,636−100.0% | Sold out |
| Ares Systematic Credit Ltd | 0 | $0 | 0.00% | −10,156−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −8,766−100.0% | Sold out |