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 |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 1,648 | $30.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 1,700 | $30.5K | 0.02% | +600+54.5% | Added |
| Owl Creek Wealth Partners LLC | 1,725 | $30.9K | 0.01% | +50+3.0% | Added |
| Ronald Blue Trust, Inc. | 1,739 | $31.2K | 0.00% | +252+16.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $32.3K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $33.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,869 | $33.5K | 0.00% | −251−11.8% | Reduced |
| Compass Financial Management LLC | 1,894 | $34.0K | 0.00% | +1,894 | New |
| Cornerstone Planning Group LLC | 2,010 | $34.3K | 0.00% | −89−4.2% | Reduced |
| Glen Eagle Advisors, LLC | 1,938 | $34.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $36.9K | 0.01% | 00.0% | Unchanged |
| Markowski Investments | 2,126 | $38.1K | 0.01% | +2,126 | New |
| Blume Capital Management, Inc. | 2,150 | $38.5K | 0.01% | +650+43.3% | Added |
| Vision Retirement, LLC | 2,220 | $39.8K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 2,261 | $40.5K | 0.00% | +2,261 | New |
| First Horizon Corp | 2,427 | $43.5K | 0.00% | +409+20.3% | Added |
| CX Institutional | 2,477 | $44.0K | 0.00% | +658+36.2% | Added |
| Bellecapital International Ltd. | 2,459 | $44.1K | 0.01% | +2,459 | New |
| Covestor Ltd | 2,679 | $48.0K | 0.03% | +2,146+402.6% | Added |
| Quent Capital, LLC | 2,719 | $48.8K | 0.00% | +1,539+130.4% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,750 | $49.3K | 0.00% | −40,035−93.6% | Reduced |
| Zions Bancorporation, National Association | 2,770 | $49.7K | 0.00% | +206+8.0% | Added |
| Advisors Asset Management, Inc. | 3,012 | $54.0K | 0.00% | +1,588+111.5% | Added |
| Atlantic Union Bankshares Corp | 3,191 | $57.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 3,364 | $60.3K | 0.01% | +173+5.4% | Added |
| Turn8 Private Wealth Inc. | 3,500 | $62.8K | 0.04% | +3,500 | New |
| Westside Investment Management, Inc. | 3,600 | $64.5K | 0.01% | +100+2.9% | Added |
| Copia Wealth Management | 3,637 | $65.2K | 0.04% | +245+7.2% | Added |
| Smartleaf Asset Management LLC | 3,611 | $65.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,715 | $66.6K | 0.00% | −27,099−87.9% | Reduced |
| Action Point Financial Planning, LLC | 3,780 | $68.7K | 0.01% | +3,780 | New |
| Assetmark, Inc | 3,892 | $69.8K | 0.00% | −893−18.7% | Reduced |
| Institute for Wealth Management, LLC. | 3,916 | $70.2K | 0.01% | +3,916 | New |
| WealthCollab, LLC | 4,000 | $71.7K | 0.03% | 00.0% | Unchanged |
| Caitlin John, LLC | 4,290 | $76.9K | 0.04% | +1,290+43.0% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $78.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4,380 | $78.5K | 0.04% | +166+3.9% | Added |
| Huntington National Bank | 5,115 | $91.7K | 0.00% | +440+9.4% | Added |
| Los Angeles Capital Management LLC | 5,331 | $95.6K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,400 | $96.8K | 0.03% | +500+10.2% | Added |
| Manchester Capital Management LLC | 5,628 | $100.9K | 0.01% | +5,599+19,306.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $107.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6,000 | $107.6K | 0.05% | −600−9.1% | Reduced |
| SOA Wealth Advisors, LLC. | 6,069 | $108.8K | 0.02% | +635+11.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,145 | $110.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 6,192 | $111.0K | 0.00% | +135+2.2% | Added |
| Investment Research & Advisory Group, Inc. | 6,197 | $111.1K | 0.03% | +450+7.8% | Added |
| Penserra Capital Management LLC | 6,250 | $112.0K | 0.00% | +2,215+54.9% | Added |
| NBC Securities, Inc. | 7,527 | $135.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,600 | $136.3K | 0.01% | −12,034−61.3% | Reduced |
| Strive Financial Group ,LLC | 7,664 | $137.4K | 0.06% | −360−4.5% | Reduced |
| Tidemark, LLC | 7,811 | $140.1K | 0.03% | +2,900+59.1% | Added |
| Volterra Technologies LP | 7,908 | $141.8K | 0.09% | +7,908 | New |
| Global X Japan Co., Ltd. | 7,963 | $142.8K | 0.01% | +2,153+37.1% | Added |
| Nemes Rush Group LLC | 8,280 | $148.5K | 0.01% | +613+8.0% | Added |
| Toth Financial Advisory Corp | 8,350 | $149.7K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 8,465 | $151.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,819 | $158.1K | 0.01% | −96−1.1% | Reduced |
| Abound Wealth Management | 8,893 | $159.5K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 9,000 | $161.4K | 0.00% | −90−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 9,252 | $165.9K | 0.02% | +14+0.2% | Added |
| Geneos Wealth Management Inc. | 9,325 | $167.2K | 0.00% | +2,331+33.3% | Added |
| Larson Financial Group LLC | 9,868 | $176.9K | 0.00% | −525−5.1% | Reduced |
| A&I Financial Services, LLC | 10,000 | $179.3K | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 10,000 | $179.3K | 0.01% | +10,000 | New |
| Diligent Investors, LLC | 10,027 | $179.8K | 0.04% | −1,000−9.1% | Reduced |
| Ancora Advisors, LLC | 10,163 | $182.2K | 0.00% | +7,358+262.3% | Added |
| Colony Group, LLC | 10,309 | $184.8K | 0.00% | −246,834−96.0% | Reduced |
| CoreCap Advisors, LLC | 10,361 | $185.8K | 0.01% | −88,351−89.5% | Reduced |
| United Advisor Group, LLC | 10,384 | $186.2K | 0.02% | +248+2.4% | Added |
| Winton Group Ltd | 10,400 | $186.5K | 0.01% | +10,400 | New |
| Smith, Moore & Co. | 10,419 | $186.8K | 0.01% | +10,419 | New |
| Signaturefd, LLC | 10,446 | $187.3K | 0.00% | −1,378−11.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,573 | $188.0K | 0.00% | +3,307+45.5% | Added |
| Ethic Inc. | 10,510 | $188.4K | 0.00% | +10,510 | New |
| Fukoku Mutual Life Insurance Co | 10,511 | $188.5K | 0.01% | +10,511 | New |
| Chicago Partners Investment Group LLC | 11,386 | $189.6K | 0.00% | +629+5.8% | Added |
| Allspring Global Investments Holdings, LLC | 10,294 | $189.8K | 0.00% | −934−8.3% | Reduced |
| Future Financial Wealth Managment LLC | 11,500 | $191.5K | 0.12% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,531 | $191.6K | 0.01% | −8,636−45.1% | Reduced |
| Tamar Securities, LLC | 10,698 | $191.8K | 0.02% | +10,698 | New |
| FIL Ltd | 10,701 | $191.9K | 0.00% | +2,012+23.2% | Added |
| Advisors Management Group Inc | 10,815 | $193.0K | 0.03% | −1,571−12.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,765 | $193.0K | 0.01% | 00.0% | Unchanged |
| Alps Advisors Inc | 10,806 | $193.8K | 0.00% | +10,806 | New |
| Lodestone Wealth Management LLC | 10,831 | $194.2K | 0.07% | +5,053+87.5% | Added |
| Zacks Investment Management | 10,871 | $194.9K | 0.00% | −321,271−96.7% | Reduced |
| Rosenberg Matthew Hamilton | 10,875 | $195.0K | 0.04% | +75+0.7% | Added |
| Horizon Wealth Management, LLC | 10,900 | $195.4K | 0.02% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 10,926 | $195.9K | 0.00% | −925−7.8% | Reduced |
| Seelaus Asset Management LLC | 10,981 | $196.9K | 0.14% | +10,981 | New |
| ETF Portfolio Partners, Inc. | 11,000 | $197.2K | 0.05% | +1,000+10.0% | Added |
| Bogart Wealth, LLC | 11,084 | $198.7K | 0.01% | +32+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,090 | $198.8K | 0.01% | −4,888−30.6% | Reduced |
| Transcend Wealth Collective, LLC | 11,109 | $199.2K | 0.01% | +472+4.4% | Added |
| Meridian Wealth Management, LLC | 11,124 | $199.5K | 0.01% | −5,924−34.7% | Reduced |
| Strategic Blueprint, LLC | 11,241 | $201.6K | 0.01% | +11,241 | New |
| M1 Capital Management LLC | 11,300 | $202.6K | 0.07% | −5,500−32.7% | Reduced |