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 |
|---|---|---|---|---|---|
| St. Johns Investment Management Company, LLC | 257 | $4.61K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 262 | $4.70K | 0.00% | −2,827−91.5% | Reduced |
| Brown Brothers Harriman & Co | 263 | $4.72K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 269 | $4.82K | 0.00% | +269 | New |
| Vermillion Wealth Management, Inc. | 272 | $4.88K | 0.00% | +244+871.4% | Added |
| MV Capital Management, Inc. | 287 | $5.15K | 0.00% | +36+14.3% | Added |
| Meeder Asset Management Inc | 287 | $5.15K | 0.00% | +43+17.6% | Added |
| Main Street Group, LTD | 300 | $5.38K | 0.00% | −48−13.8% | Reduced |
| Wall Street Access Asset Management, LLC | 300 | $5.38K | 0.00% | +300 | New |
| Acumen Wealth Advisors, LLC | 315 | $5.65K | 0.00% | +315 | New |
| Luminist Capital LLC | 320 | $5.74K | 0.01% | +320 | New |
| Vima LLC | 333 | $5.97K | 0.01% | +333 | New |
| Torren Management, LLC | 334 | $5.99K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 339 | $6.08K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 343 | $6.24K | 0.00% | +322+1,533.3% | Added |
| Osbon Capital Management LLC | 358 | $6.42K | 0.01% | −4,207−92.2% | Reduced |
| Allied Private Wealth LLC | 380 | $6.74K | 0.00% | +380 | New |
| Phillip James Consulting Co. | 393 | $7.05K | 0.01% | +393 | New |
| Trust Co of Vermont | 397 | $7.12K | 0.00% | +397 | New |
| Central Trust Co | 400 | $7.17K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $7.17K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 400 | $7.17K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $7.17K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 401 | $7.19K | 0.00% | +178+79.8% | Added |
| Bangor Savings Bank | 405 | $7.26K | 0.00% | +5+1.3% | Added |
| Vision Financial Markets LLC | 400 | $7.38K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 420 | $7.53K | 0.00% | +40+10.5% | Added |
| TSFG, LLC | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 471 | $8.00K | 0.00% | +166+54.4% | Added |
| Golden State Wealth Management, LLC | 450 | $8.07K | 0.00% | −750−62.5% | Reduced |
| Crewe Advisors LLC | 450 | $8.07K | 0.00% | +250+125.0% | Added |
| ORG Wealth Partners, LLC | 452 | $8.10K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $8.96K | 0.00% | −195−28.1% | Reduced |
| Elevated Capital Advisors, LLC | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 500 | $8.96K | 0.00% | +500 | New |
| Heritage Wealth Advisors | 525 | $9.41K | 0.00% | +525 | New |
| Sachetta, LLC | 540 | $9.68K | 0.00% | +119+28.3% | Added |
| Gen-Wealth Partners Inc | 600 | $10.8K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 600 | $10.8K | 0.00% | +600 | New |
| JPL Wealth Management, LLC | 607 | $10.9K | 0.00% | +191+45.9% | Added |
| IAG Wealth Partners, LLC | 617 | $11.1K | 0.00% | +73+13.4% | Added |
| Caitong International Asset Management Co., Ltd | 627 | $11.2K | 0.00% | −12,283−95.1% | Reduced |
| Estabrook Capital Management | 630 | $11.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 631 | $11.3K | 0.00% | +250+65.6% | Added |
| First Command Advisory Services, Inc. | 648 | $11.6K | 0.00% | −100−13.4% | Reduced |
| JFS Wealth Advisors, LLC | 696 | $12.5K | 0.00% | +168+31.8% | Added |
| Dunhill Financial, LLC | 700 | $12.6K | 0.00% | +297+73.7% | Added |
| Godsey & Gibb Associates | 701 | $12.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 707 | $12.7K | 0.00% | −443−38.5% | Reduced |
| FNY Investment Advisers, LLC | 750 | $13.0K | 0.00% | +750 | New |
| Salem Investment Counselors Inc | 744 | $13.3K | 0.00% | −35−4.5% | Reduced |
| Atlantic Private Wealth, LLC | 750 | $13.4K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 775 | $13.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 777 | $13.9K | 0.01% | −187−19.4% | Reduced |
| CNB Bank | 801 | $14.4K | 0.01% | +301+60.2% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $14.4K | 0.00% | −229,849−99.7% | Reduced |
| Salomon & Ludwin, LLC | 799 | $14.7K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 837 | $15.0K | 0.01% | −12−1.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 900 | $16.1K | 0.01% | −4−0.4% | Reduced |
| MCF Advisors LLC | 904 | $16.2K | 0.00% | −401−30.7% | Reduced |
| Center for Financial Planning, Inc. | 925 | $16.6K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 963 | $17.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 964 | $17.3K | 0.00% | −75−7.2% | Reduced |
| Anchor Investment Management, LLC | 983 | $17.6K | 0.00% | +525+114.6% | Added |
| Essential Partners LLC | 987 | $17.7K | 0.01% | −3,026−75.4% | Reduced |
| Holos Integrated Wealth LLC | 1,000 | $17.8K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 996 | $17.9K | 0.01% | −1,381−58.1% | Reduced |
| Creative Financial Designs Inc | 1,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,000 | $17.9K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $17.9K | 0.01% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,002 | $18.0K | 0.00% | −3−0.3% | Reduced |
| Versant Capital Management, Inc | 1,034 | $18.5K | 0.00% | +396+62.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,086 | $19.5K | 0.00% | +742+215.7% | Added |
| Hollencrest Capital Management | 1,100 | $19.7K | 0.00% | −3,516−76.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,115 | $20.0K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,125 | $20.2K | 0.01% | +100+9.8% | Added |
| V-Square Quantitative Management LLC | 1,145 | $20.5K | 0.00% | −308−21.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,176 | $21.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1,197 | $21.5K | 0.00% | +531+79.7% | Added |
| SJS Investment Consulting Inc. | 1,202 | $21.6K | 0.00% | +12+1.0% | Added |
| Grove Bank & Trust | 1,214 | $21.8K | 0.00% | +417+52.3% | Added |
| Ossiam | 1,220 | $21.9K | 0.00% | +267+28.0% | Added |
| True Wealth Design, LLC | 1,254 | $22.5K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,259 | $22.6K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1,335 | $23.9K | 0.01% | +41+3.2% | Added |
| Bessemer Group Inc | 1,343 | $24.0K | 0.00% | −8−0.6% | Reduced |
| Hurley Capital, LLC | 1,400 | $25.1K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,412 | $25.3K | 0.01% | −10−0.7% | Reduced |
| BFSG, LLC | 1,440 | $25.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,400 | $26.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1,476 | $26.5K | 0.00% | −170−10.3% | Reduced |
| SHP Wealth Management | 1,500 | $26.9K | 0.00% | +484+47.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,505 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,510 | $27.1K | 0.01% | +570+60.6% | Added |
| Parkside Financial Bank & Trust | 1,510 | $27.1K | 0.00% | +143+10.5% | Added |
| Massmutual Trust Co FSB | 1,559 | $28.0K | 0.00% | +235+17.7% | Added |
| Murphy & Mullick Capital Management Corp | 1,575 | $28.2K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,650 | $29.6K | 0.00% | +900+120.0% | Added |