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 |
|---|---|---|---|---|---|
| Fearless Solutions, LLC dba Best Invest | 11,410 | $204.6K | 0.11% | +11,410 | New |
| Fortis Capital Management LLC | 11,442 | $205.2K | 0.02% | +45+0.4% | Added |
| Quantitative Investment Management, LLC | 11,511 | $206.0K | 0.02% | −748,710−98.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $206.2K | 0.05% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 11,640 | $208.7K | 0.01% | −713−5.8% | Reduced |
| Dynasty Wealth Management, LLC | 11,800 | $211.6K | 0.00% | −3,775−24.2% | Reduced |
| Principal Financial Group Inc | 12,027 | $215.6K | 0.00% | −23,344−66.0% | Reduced |
| Wedbush Securities Inc | 12,045 | $216.0K | 0.01% | +12,045 | New |
| Phoenix Holdings Ltd. | 12,115 | $216.6K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,155 | $217.9K | 0.01% | +12,155 | New |
| Cigna Investments Inc | 12,171 | $218.0K | 0.03% | +731+6.4% | Added |
| Brown Advisory Inc | 12,163 | $218.1K | 0.00% | +12,163 | New |
| Global Assets Advisory, LLC | 11,725 | $218.5K | 0.05% | +4,300+57.9% | Added |
| Worth Financial Advisory Group, LLC | 12,275 | $220.1K | 0.09% | +12,275 | New |
| Kercheville Advisors, LLC | 12,290 | $220.4K | 0.07% | 00.0% | Unchanged |
| WoodTrust Financial Corp | 12,400 | $222.0K | 0.03% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 12,469 | $223.6K | 0.00% | +12,469 | New |
| Delta Investment Management, LLC | 12,469 | $223.6K | 0.04% | +12,469 | New |
| Wellington Management Group LLP | 12,492 | $224.0K | 0.00% | +1,455+13.2% | Added |
| Tucker Asset Management LLC | 12,527 | $224.6K | 0.06% | −3,305−20.9% | Reduced |
| Millennium Capital Advisors, LLC | 12,550 | $225.0K | 0.12% | 00.0% | Unchanged |
| Commerce Bank | 12,560 | $225.2K | 0.00% | −2,053−14.0% | Reduced |
| Park Avenue Securities LLC | 12,719 | $228.0K | 0.00% | −103−0.8% | Reduced |
| L2 Asset Management, LLC | 12,802 | $229.5K | 0.02% | −4,892−27.6% | Reduced |
| Glenmede Trust Co NA | 12,813 | $229.7K | 0.00% | +793+6.6% | Added |
| Norden Group LLC | 12,830 | $230.1K | 0.02% | +1,866+17.0% | Added |
| Axim Planning & Wealth | 12,859 | $230.6K | 0.33% | +1,359+11.8% | Added |
| F&V Capital Management, LLC | 13,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,104 | $235.0K | 0.01% | +87+0.7% | Added |
| Palacios Wealth Management, LLC | 13,164 | $236.0K | 0.14% | −982−6.9% | Reduced |
| Fieldview Capital Management, LLC | 13,198 | $236.6K | 0.07% | −15,206−53.5% | Reduced |
| Pure Financial Advisors, Inc. | 13,419 | $240.6K | 0.00% | +2,066+18.2% | Added |
| White Wing Wealth Management | 13,466 | $241.4K | 0.13% | +484+3.7% | Added |
| Plum Street Advisors, LLC | 13,577 | $243.4K | 0.08% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 13,606 | $244.0K | 0.07% | +123+0.9% | Added |
| Mutual Advisors, LLC | 13,829 | $248.0K | 0.00% | −47,973−77.6% | Reduced |
| Ring Mountain Capital, LLC | 13,850 | $248.3K | 0.10% | −1,532−10.0% | Reduced |
| Clearstead Advisors, LLC | 13,860 | $248.5K | 0.00% | +10,614+327.0% | Added |
| Armistice Capital, LLC | 13,954 | $250.2K | 0.01% | +13,954 | New |
| Parallel Advisors, LLC | 14,045 | $251.8K | 0.00% | +1,285+10.1% | Added |
| GAMMA Investing LLC | 14,202 | $254.6K | 0.01% | +3,280+30.0% | Added |
| Key Client Fiduciary Advisors, LLC | 14,224 | $255.0K | 0.07% | +513+3.7% | Added |
| Moneta Group Investment Advisors LLC | 14,256 | $255.6K | 0.00% | +3,710+35.2% | Added |
| Robeco Institutional Asset Management B.V. | 14,288 | $256.2K | 0.00% | −1,672−10.5% | Reduced |
| Acorn Financial Advisory Services Inc | 14,342 | $257.2K | 0.03% | −110−0.8% | Reduced |
| Ostrum Asset Management | 14,393 | $258.1K | 0.01% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 14,450 | $259.1K | 0.02% | +3,300+29.6% | Added |
| PKS Advisory Services, LLC | 14,475 | $259.5K | 0.04% | +975+7.2% | Added |
| Capital Investment Advisory Services, LLC | 14,524 | $260.4K | 0.02% | +14,524 | New |
| Financial Advisory Service, Inc. | 14,550 | $260.9K | 0.01% | +185+1.3% | Added |
| Betterment LLC | 14,556 | $261.0K | 0.00% | +4,479+44.4% | Added |
| Ballentine Partners, LLC | 14,608 | $261.9K | 0.00% | +601+4.3% | Added |
| Tempus Wealth Planning, LLC | 14,694 | $263.5K | 0.05% | +14,694 | New |
| Procyon Private Wealth Partners, LLC | 14,702 | $263.6K | 0.01% | +1,315+9.8% | Added |
| Redhawk Wealth Advisors, Inc. | 14,811 | $265.6K | 0.03% | +300+2.1% | Added |
| NWF Advisory Services Inc. | 14,825 | $265.8K | 0.02% | +14,825 | New |
| Pallas Capital Advisors LLC | 14,846 | $266.2K | 0.01% | −10,258−40.9% | Reduced |
| Concorde Asset Management, LLC | 14,899 | $267.1K | 0.15% | −1,800−10.8% | Reduced |
| Fortis Advisors, LLC | 15,000 | $268.9K | 0.13% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15,045 | $269.8K | 0.03% | −30−0.2% | Reduced |
| Ritholtz Wealth Management | 15,111 | $270.9K | 0.00% | −18,640−55.2% | Reduced |
| IFS Group,LLC | 15,325 | $274.8K | 0.38% | +355+2.4% | Added |
| Fermata Advisors, LLC | 15,429 | $276.6K | 0.06% | +719+4.9% | Added |
| HB Wealth Management, LLC | 15,550 | $278.8K | 0.00% | +793+5.4% | Added |
| Frec Markets, Inc. | 15,554 | $278.9K | 0.03% | +15,554 | New |
| Northwest Wealth Management, LLC | 15,723 | $281.9K | 0.04% | −81−0.5% | Reduced |
| Avestar Capital, LLC | 15,724 | $281.9K | 0.02% | −111−0.7% | Reduced |
| Cary Street Partners Financial LLC | 15,798 | $283.3K | 0.01% | +400+2.6% | Added |
| Avion Wealth | 11,084 | $284.0K | 0.05% | +27+0.2% | Added |
| Visionary Wealth Advisors | 15,869 | $284.5K | 0.01% | +1,632+11.5% | Added |
| Capstone Investment Advisors, LLC | 15,930 | $285.6K | 0.00% | −429−2.6% | Reduced |
| Oxford Financial Group Ltd | 16,020 | $287.2K | 0.01% | +20+0.1% | Added |
| Entropy Technologies, LP | 16,111 | $288.9K | 0.01% | −894,489−98.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 16,118 | $289.0K | 0.05% | −2,442−13.2% | Reduced |
| Truefg, LLC | 16,125 | $289.1K | 0.07% | 00.0% | Unchanged |
| BankChampaign, National Association | 16,159 | $289.7K | 0.22% | +173+1.1% | Added |
| Gotham Asset Management, LLC | 16,320 | $292.6K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 16,415 | $294.3K | 0.02% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,470 | $295.3K | 0.02% | +885+5.7% | Added |
| Garden State Investment Advisory Services LLC | 16,556 | $296.9K | 0.06% | +50+0.3% | Added |
| Karras Company, Inc. | 16,600 | $297.6K | 0.27% | −436−2.6% | Reduced |
| EP Wealth Advisors, LLC | 16,614 | $297.9K | 0.00% | +16,614 | New |
| Aldebaran Financial Inc. | 16,629 | $298.2K | 0.24% | −731−4.2% | Reduced |
| Yousif Capital Management, LLC | 16,786 | $301.0K | 0.00% | +691+4.3% | Added |
| Kingswood Wealth Advisors, LLC | 16,990 | $304.6K | 0.01% | −5,836−25.6% | Reduced |
| Bensler, LLC | 17,200 | $308.4K | 0.03% | −250−1.4% | Reduced |
| Global Financial Private Client, LLC | 17,226 | $308.9K | 0.08% | +5,603+48.2% | Added |
| Prime Capital Investment Advisors, LLC | 17,303 | $310.2K | 0.00% | +1,382+8.7% | Added |
| Asset One Wealth Management LLC | 17,462 | $312.0K | 0.03% | +17,462 | New |
| Westmount Partners, LLC | 17,574 | $315.1K | 0.07% | −1,000−5.4% | Reduced |
| Fiduciary Financial Group, LLC | 17,589 | $315.4K | 0.04% | +17,589 | New |
| Apollon Wealth Management, LLC | 17,643 | $316.3K | 0.00% | −23,112−56.7% | Reduced |
| SNS Financial Group, LLC | 17,701 | $317.4K | 0.01% | +17,701 | New |
| Probity Advisors, Inc. | 17,712 | $317.6K | 0.05% | −142−0.8% | Reduced |
| Lake Street Financial LLC | 17,728 | $317.9K | 0.04% | +6,040+51.7% | Added |
| Intrua Financial, LLC | 17,765 | $318.5K | 0.03% | +2,768+18.5% | Added |
| Interchange Capital Partners, LLC | 17,912 | $321.1K | 0.06% | +17,912 | New |
| International Assets Investment Management, LLC | 17,810 | $328.4K | 0.02% | +4,050+29.4% | Added |
| United Capital Financial Advisers, LLC | 18,582 | $333.2K | 0.00% | +1,571+9.2% | Added |
| Axq Capital, LP | 18,628 | $334.0K | 0.04% | −73,394−79.8% | Reduced |