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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
Red Door Wealth Management, LLC0$00.00%−8,550−100.0%Sold out
Kemnay Advisory Services Inc.0$00.00%−7,301−100.0%Sold out
Vestor Capital, LLC0$00.00%−6,532−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−5,527−100.0%Sold out
Blue Bell Private Wealth Management, LLC0$00.00%−4,976−100.0%Sold out
Archetype Wealth Partners0$00.00%−4,800−100.0%Sold out
Evolution Wealth Management Inc.0$00.00%−4,240−100.0%Sold out
Innovative Asset Advisors Group, LLC0$00.00%−3,650−100.0%Sold out
Basecamp Wealth Advisors LLC0$00.00%−3,348−100.0%Sold out
Legacy Wealth Managment, LLC0$00.00%−3,002−100.0%Sold out
Golden State Equity Partners0$00.00%−2,523−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−2,068−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−1,500−100.0%Sold out
Signature Resources Capital Management, LLC0$00.00%−1,341−100.0%Sold out
Tobam0$00.00%−1,237−100.0%Sold out
Strategic Investment Solutions, Inc.0$00.00%−1,242−100.0%Sold out
Wellington-Altus USA Inc.0$00.00%−800−100.0%Sold out
Scarborough Advisors, LLC0$00.00%−829−100.0%Sold out
Swiss Re Ltd0$00.00%−800−100.0%Sold out
Aviso Financial Inc.0$00.00%−800−100.0%Sold out
DAGCO, Inc.0$00.00%−681−100.0%Sold out
Hanson & Doremus Investment Management0$00.00%−600−100.0%Sold out
Benson Wealth Management INC0$00.00%−523−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−400−100.0%Sold out
GoalVest Advisory LLC0$00.00%−340−100.0%Sold out
HighMark Wealth Management LLC0$00.00%−320−100.0%Sold out
Curio Wealth, LLC0$00.00%−280−100.0%Sold out
Prestige Wealth Management Group LLC0$00.00%−260−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−250−100.0%Sold out
Ares Financial Consulting, LLC0$00.00%−236−100.0%Sold out
Twin Peaks Wealth Advisors, LLC0$00.00%−193−100.0%Sold out
Intentional Wealth Strategies, LLC0$00.00%−181−100.0%Sold out
Mosley Wealth Management0$00.00%−102−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−159−100.0%Sold out
Clarity Asset Management, Inc.0$00.00%−150−100.0%Sold out
Chilton Capital Management LLC0$00.00%−133−100.0%Sold out
Steigerwald, Gordon & Koch Inc.0$00.00%−100−100.0%Sold out
Merkkuri Wealth Advisors LLC0$00.00%−75−100.0%Sold out
Addison Advisors LLC0$00.00%−70−100.0%Sold out
JNBA Financial Advisors0$00.00%−46−100.0%Sold out
TopTier Wealth Management, LLC0$00.00%−13−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−100−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−7−100.0%Sold out
U.S. Capital Wealth Advisors, LLC––––Not filed
GM Advisory Group, Inc.––––Not filed
CWM, LLC––––Not filed
Janus Henderson Group PLC––––Not filed
MLP3, LLC––––Not filed
Moseley Investment Management Inc––––Not filed
Skopos Labs, Inc.––––Not filed
Claris Financial LLC––––Not filed
Coordinated Financial Services, Inc.––––Not filed
Jaffetilchin Investment Partners, LLC––––Not filed
My Portfolio Guide, LLC––––Not filed
Sunbelt Securities, Inc.––––Not filed
Red Tortoise LLC––––Not filed
Anfield Capital Management, LLC––––Not filed