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 Investment Advisors, LLC | 18,800 | $337.1K | 0.00% | +4,177+28.6% | Added |
| Siemens Fonds Invest GmbH | 18,867 | $338.3K | 0.02% | +553+3.0% | Added |
| Jacobi Capital Management LLC | 19,065 | $341.8K | 0.02% | −2,000−9.5% | Reduced |
| Calton & Associates, Inc. | 19,280 | $345.7K | 0.05% | +748+4.0% | Added |
| Coldstream Capital Management Inc | 19,318 | $346.4K | 0.00% | −5,375−21.8% | Reduced |
| Thrive Wealth Management, LLC | 19,347 | $346.9K | 0.04% | −1,963−9.2% | Reduced |
| Citizens Financial Group Inc | 19,567 | $350.8K | 0.00% | +19,567 | New |
| Motley Fool Asset Management LLC | 19,686 | $353.0K | 0.01% | −4,478−18.5% | Reduced |
| Marshall Financial Group LLC | 19,812 | $355.2K | 0.05% | +361+1.9% | Added |
| Change Path, LLC | 19,812 | $355.2K | 0.01% | −8,393−29.8% | Reduced |
| Mayfair Advisory Group, LLC | 21,588 | $355.3K | 0.11% | +720+3.5% | Added |
| Prudential PLC | 19,838 | $355.7K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 19,955 | $357.8K | 0.01% | −205−1.0% | Reduced |
| Shay Capital LLC | 20,100 | $360.4K | 0.04% | +20,100 | New |
| USAdvisors Wealth Management, LLC | 20,140 | $361.0K | 0.10% | +1,415+7.6% | Added |
| Southern Financial Group, LLC | 20,215 | $362.5K | 0.09% | +870+4.5% | Added |
| Principal Securities, Inc. | 20,298 | $363.9K | 0.00% | +1,589+8.5% | Added |
| Baker Tilly Wealth Management, LLC | 20,327 | $364.5K | 0.08% | +20,327 | New |
| Carnegie Lake Advisors LLC | 20,550 | $368.5K | 0.14% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 20,837 | $373.6K | 0.02% | +79+0.4% | Added |
| Triad Wealth Partners, LLC | 20,736 | $373.9K | 0.02% | +20,736 | New |
| Omers Administration Corp | 21,033 | $377.1K | 0.00% | +7,748+58.3% | Added |
| Cozad Asset Management Inc | 21,057 | $377.6K | 0.02% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 21,090 | $378.1K | 0.21% | −4,335−17.1% | Reduced |
| Alpha Wealth Funds, LLC | 21,100 | $378.4K | 0.23% | +11,100+111.0% | Added |
| Brookwood Investment Group LLC | 21,160 | $379.4K | 0.04% | +21,160 | New |
| Syon Capital LLC | 21,196 | $380.0K | 0.02% | +21,196 | New |
| TCW Group Inc | 21,243 | $380.9K | 0.00% | +734+3.6% | Added |
| Calamos Wealth Management LLC | 21,339 | $382.6K | 0.01% | 00.0% | Unchanged |
| one8zero8, LLC | 21,350 | $382.8K | 0.08% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 21,064 | $383.2K | 0.00% | +21,064 | New |
| Bleakley Financial Group, LLC | 21,502 | $385.5K | 0.00% | +3,089+16.8% | Added |
| We Are One Seven, LLC | 21,781 | $390.5K | 0.01% | +752+3.6% | Added |
| Assenagon Asset Management S.A. | 21,834 | $391.5K | 0.00% | +21,834 | New |
| Keybank National Association | 21,837 | $391.5K | 0.00% | −573−2.6% | Reduced |
| Financial Partners Group, Inc | 21,860 | $392.0K | 0.04% | −10,224−31.9% | Reduced |
| Vestcor Inc | 22,100 | $396.0K | 0.01% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 21,824 | $397.0K | 0.00% | −92,581−80.9% | Reduced |
| NewEdge Wealth, LLC | 22,154 | $397.2K | 0.00% | +22,154 | New |
| Harbor Capital Advisors, Inc. | 22,283 | $400.0K | 0.03% | +47+0.2% | Added |
| StoneX Group Inc. | 24,081 | $401.6K | 0.02% | +5,872+32.2% | Added |
| Brevan Howard Capital Management LP | 22,417 | $401.9K | 0.01% | −96,668−81.2% | Reduced |
| Founders Financial Securities LLC | 22,511 | $403.6K | 0.02% | +1,034+4.8% | Added |
| Mainstay Capital Management LLC | 22,961 | $411.7K | 0.03% | −684−2.9% | Reduced |
| Lewis Asset Management, LLC | 23,000 | $412.4K | 0.14% | +23,000 | New |
| Manchester Financial Inc | 23,371 | $419.0K | 0.07% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 23,410 | $419.7K | 0.07% | +23,410 | New |
| First Trust Advisors LP | 23,675 | $424.5K | 0.00% | −1,129,841−97.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 23,756 | $425.9K | 0.01% | +4,623+24.2% | Added |
| Pine Valley Investments Ltd Liability Co | 23,819 | $427.1K | 0.02% | +214+0.9% | Added |
| J.W. Cole Advisors, Inc. | 23,912 | $428.7K | 0.01% | +835+3.6% | Added |
| Kennedy Investment Group | 24,166 | $433.3K | 0.15% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 24,230 | $434.4K | 0.00% | +24,230 | New |
| Decision Investments, Inc | 24,240 | $434.6K | 0.40% | +4,174+20.8% | Added |
| Perpetual Ltd | 24,670 | $442.3K | 0.01% | +442+1.8% | Added |
| Laurion Capital Management LP | 24,760 | $443.9K | 0.03% | −30,365−55.1% | Reduced |
| Mayflower Financial Advisors, LLC | 24,790 | $444.5K | 0.04% | −4,412−15.1% | Reduced |
| Great Valley Advisor Group, Inc. | 25,276 | $453.0K | 0.01% | +3,061+13.8% | Added |
| Stratos Wealth Advisors, LLC | 25,436 | $456.1K | 0.03% | +1,328+5.5% | Added |
| Gladstone Institutional Advisory LLC | 25,957 | $465.4K | 0.01% | +5,133+24.6% | Added |
| Resources Investment Advisors, LLC. | 26,015 | $466.5K | 0.00% | +1,239+5.0% | Added |
| Blue Chip Partners, Inc. | 26,071 | $467.5K | 0.03% | +26,071 | New |
| Spartan Wealth Advisory Services LLC | 26,252 | $470.7K | 0.04% | +4,317+19.7% | Added |
| Diversified Trust Co | 26,317 | $471.9K | 0.01% | −7,400−21.9% | Reduced |
| Sumitomo Life Insurance Co | 26,329 | $472.1K | 0.01% | −26,054−49.7% | Reduced |
| Meeder Advisory Services, Inc. | 26,367 | $472.8K | 0.02% | −6,556−19.9% | Reduced |
| Correct Capital Wealth Management | 26,374 | $472.9K | 0.08% | +1,447+5.8% | Added |
| Wedmont Private Capital | 25,195 | $473.2K | 0.01% | +3,130+14.2% | Added |
| Archford Capital Strategies, LLC | 26,450 | $474.2K | 0.05% | +65+0.2% | Added |
| MetLife Investment Management | 26,470 | $474.6K | 0.00% | −910−3.3% | Reduced |
| Freestone Capital Holdings, LLC | 26,878 | $481.9K | 0.01% | −3,216−10.7% | Reduced |
| Hexagon Capital Partners LLC | 26,984 | $483.8K | 0.07% | +925+3.5% | Added |
| Wealthcare Advisory Partners LLC | 27,011 | $484.3K | 0.01% | +4,007+17.4% | Added |
| Index Technologies Group LLC | 27,227 | $488.2K | 0.39% | −6,396−19.0% | Reduced |
| Insigneo Advisory Services, LLC | 27,559 | $494.1K | 0.02% | +27,559 | New |
| Capital Markets Trading UK LLP | 27,684 | $496.0K | 0.35% | −13,232−32.3% | Reduced |
| Allianz Asset Management GmbH | 27,740 | $497.4K | 0.00% | −9,977−26.5% | Reduced |
| Macquarie Group Ltd | 28,014 | $502.3K | 0.00% | −1,481−5.0% | Reduced |
| McGuire Investment Group, LLC | 28,318 | $507.7K | 0.04% | −7,800−21.6% | Reduced |
| Capital Advisors Inc | 28,324 | $507.8K | 0.01% | +615+2.2% | Added |
| Sequoia Financial Advisors, LLC | 28,811 | $516.6K | 0.00% | −465−1.6% | Reduced |
| Rydar Equities, Inc. | 30,021 | $518.9K | 0.29% | +11,165+59.2% | Added |
| Avanza Fonder AB | 28,995 | $519.9K | 0.01% | 00.0% | Unchanged |
| Sienna Gestion | 28,358 | $521.6K | 0.03% | +28,358 | New |
| Wiley Bros.-Aintree Capital, LLC | 29,300 | $525.3K | 0.00% | −1,822−5.9% | Reduced |
| Avidian Wealth Solutions, LLC | 29,426 | $527.6K | 0.01% | +29,426 | New |
| E. Ohman J:or Asset Management AB | 29,677 | $532.1K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 29,881 | $535.8K | 0.01% | +6,932+30.2% | Added |
| Thoroughbred Financial Services, LLC | 29,940 | $536.0K | 0.03% | −11,115−27.1% | Reduced |
| Machina Capital S.A.S. | 29,897 | $536.1K | 0.08% | +29,897 | New |
| Diker Management LLC | 30,000 | $538.0K | 0.41% | +30,000 | New |
| Aptus Capital Advisors, LLC | 30,008 | $538.0K | 0.00% | −2,346−7.3% | Reduced |
| NVWM, LLC | 30,027 | $538.4K | 0.11% | +2,093+7.5% | Added |
| Simplicity Wealth,LLC | 30,310 | $543.5K | 0.02% | −47,833−61.2% | Reduced |
| Trueblood Wealth Management, LLC | 30,520 | $547.2K | 0.19% | +16,430+116.6% | Added |
| Kingsview Wealth Management, LLC | 30,651 | $549.6K | 0.01% | +18,044+143.1% | Added |
| Callan Family Office, LLC | 30,675 | $550.0K | 0.01% | +2,099+7.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,713 | $550.7K | 0.00% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 34,630 | $553.7K | 0.01% | −7,726−18.2% | Reduced |
| UniSuper Management Pty Ltd | 30,910 | $554.2K | 0.00% | +8,910+40.5% | Added |