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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 31,024 | $556.3K | 0.00% | +5,734+22.7% | Added |
| Everence Capital Management Inc | 31,464 | $564.0K | 0.03% | −7,467−19.2% | Reduced |
| 111 Capital | 31,652 | $567.5K | 0.10% | +14,417+83.6% | Added |
| MSH Capital Advisors LLC | 31,794 | $570.1K | 0.10% | +31,794 | New |
| Umb Bank N A | 32,587 | $584.3K | 0.01% | −53−0.2% | Reduced |
| Farther Finance Advisors, LLC | 32,596 | $584.6K | 0.00% | +5,819+21.7% | Added |
| Independent Advisor Alliance | 33,113 | $593.7K | 0.01% | −2,899−8.1% | Reduced |
| Wealthspan Partners, LLC | 33,327 | $597.6K | 0.19% | +3,880+13.2% | Added |
| Voleon Capital Management LP | 33,551 | $601.6K | 0.01% | −246,298−88.0% | Reduced |
| COFG Advisors, LLC | 33,591 | $602.3K | 0.10% | −1,662−4.7% | Reduced |
| Benjamin Edwards Inc | 33,853 | $607.0K | 0.01% | +13,758+68.5% | Added |
| Sterling Capital Management LLC | 34,611 | $620.6K | 0.01% | −2,010−5.5% | Reduced |
| Groupe la Francaise | 35,170 | $630.6K | 0.01% | +35,170 | New |
| Nikulski Financial, Inc. | 35,595 | $638.2K | 0.14% | −465−1.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 35,744 | $639.1K | 0.02% | −4,221−10.6% | Reduced |
| North Dakota State Investment Board | 36,055 | $646.5K | 0.03% | +1,008+2.9% | Added |
| Rathbone Brothers plc | 36,246 | $649.9K | 0.00% | +16,150+80.4% | Added |
| Valeo Financial Advisors, LLC | 36,716 | $658.3K | 0.01% | +2,240+6.5% | Added |
| EverSource Wealth Advisors, LLC | 37,832 | $678.3K | 0.02% | +33,445+762.4% | Added |
| Twin Tree Management, LP | 37,916 | $679.8K | 0.11% | +37,916 | New |
| Patriot Financial Group Insurance Agency, LLC | 38,405 | $688.6K | 0.07% | −27,927−42.1% | Reduced |
| CIBC World Markets Inc. | 38,674 | $693.4K | 0.00% | +24,149+166.3% | Added |
| Atomi Financial Group, Inc. | 38,730 | $694.4K | 0.02% | +133+0.3% | Added |
| Eddie Patel Inc | 39,172 | $702.3K | 0.42% | +8,048+25.9% | Added |
| Vident Advisory, LLC | 39,288 | $704.4K | 0.01% | −1,989−4.8% | Reduced |
| Stevens Capital Management LP | 39,401 | $706.0K | 0.17% | −172,986−81.4% | Reduced |
| Floyd Financial Group LLC | 38,708 | $718.0K | 0.47% | −1,414−3.5% | Reduced |
| Evolve Private Wealth, LLC | 40,503 | $726.2K | 0.04% | +40,503 | New |
| Victory Financial Group, LLC | 41,188 | $738.5K | 0.08% | +6,515+18.8% | Added |
| KLCM Advisors, Inc. | 41,196 | $738.6K | 0.06% | +185+0.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 41,200 | $738.7K | 0.02% | +9,100+28.3% | Added |
| Perigon Wealth Management, LLC | 41,604 | $746.0K | 0.01% | +7,349+21.5% | Added |
| Sowell Financial Services LLC | 42,378 | $759.8K | 0.02% | +4,613+12.2% | Added |
| Fifth Third Bancorp | 43,191 | $774.4K | 0.00% | +30,769+247.7% | Added |
| Mangrove Partners | 43,305 | $776.5K | 0.05% | 00.0% | Unchanged |
| Susquehanna Advisors Group, Inc. | 43,492 | $779.8K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 45,861 | $780.0K | 0.00% | +24,393+113.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 43,644 | $782.5K | 0.02% | 00.0% | Unchanged |
| Sepio Capital, LP | 43,668 | $783.0K | 0.04% | −5,055−10.4% | Reduced |
| Pinnacle Associates Ltd | 44,336 | $794.9K | 0.01% | −810−1.8% | Reduced |
| Raiffeisen Bank International AG | 44,380 | $807.3K | 0.01% | +43,106+3,383.5% | Added |
| Custom Index Systems, LLC | 45,269 | $811.7K | 0.29% | −9,707−17.7% | Reduced |
| Osmosis Investment Management UK Ltd | 45,410 | $814.2K | 0.04% | −52,436−53.6% | Reduced |
| TownSquare Capital, LLC | 45,656 | $818.6K | 0.15% | +45,656 | New |
| Level Four Advisory Services, LLC | 45,937 | $823.6K | 0.02% | +1,640+3.7% | Added |
| WCG Wealth Advisors LLC | 46,181 | $828.0K | 0.02% | +20,209+77.8% | Added |
| Krilogy Financial LLC | 46,498 | $833.7K | 0.02% | +6,714+16.9% | Added |
| Marathon Trading Investment Management LLC | 46,737 | $838.0K | 0.10% | +40,705+674.8% | Added |
| First National Trust Co | 46,821 | $839.5K | 0.03% | +7,995+20.6% | Added |
| Prudential Financial Inc | 47,231 | $846.9K | 0.00% | −2,555−5.1% | Reduced |
| Neuberger Berman Group LLC | 47,709 | $855.4K | 0.00% | −7,300−13.3% | Reduced |
| Florida Financial Advisors, LLC | 48,180 | $863.9K | 0.15% | +12,745+36.0% | Added |
| MAI Capital Management | 48,807 | $875.1K | 0.00% | +877+1.8% | Added |
| Standard Life Aberdeen plc | 48,912 | $877.0K | 0.00% | +36,742+301.9% | Added |
| Pathway Financial Advisers, LLC | 49,491 | $887.4K | 0.22% | −34−0.1% | Reduced |
| Allstate Corp | 50,410 | $903.9K | 0.01% | −39,924−44.2% | Reduced |
| Knightsbridge Asset Management, LLC | 50,948 | $913.5K | 0.12% | +50,948 | New |
| Elo Mutual Pension Insurance Co | 51,076 | $915.8K | 0.01% | −71,067−58.2% | Reduced |
| Stifel Financial Corp | 51,377 | $921.2K | 0.00% | +21,092+69.6% | Added |
| Means Investment Co., Inc. | 51,378 | $921.2K | 0.07% | 00.0% | Unchanged |
| Rhodes Investment Advisors Inc | 51,566 | $924.6K | 0.68% | +16,458+46.9% | Added |
| Keystone Financial Services, LLC | 51,714 | $927.2K | 0.56% | −487−0.9% | Reduced |
| Viewpoint Capital Management LLC | 51,817 | $929.1K | 0.47% | 00.0% | Unchanged |
| Stansberry Asset Management, LLC | 52,837 | $947.4K | 0.09% | −3,061−5.5% | Reduced |
| Beacon Pointe Advisors, LLC | 52,919 | $948.8K | 0.00% | +2,018+4.0% | Added |
| Vise Technologies, Inc. | 53,069 | $951.5K | 0.01% | +16,539+45.3% | Added |
| Howland Capital Management LLC | 53,347 | $956.5K | 0.03% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 53,492 | $959.1K | 0.06% | −15,430−22.4% | Reduced |
| Axxion S.A. | 54,480 | $976.8K | 0.07% | +54,480 | New |
| Merit Financial Group, LLC | 55,304 | $991.6K | 0.01% | −3,100−5.3% | Reduced |
| San Luis Wealth Advisors LLC | 55,416 | $993.6K | 0.15% | +80.0% | Added |
| Brookstone Capital Management | 55,563 | $996.3K | 0.01% | +1,147+2.1% | Added |
| AlphaCore Capital LLC | 56,607 | $1.01M | 0.02% | +20,250+55.7% | Added |
| Elequin Capital LP | 57,083 | $1.02M | 0.03% | +56,132+5,902.4% | Added |
| The PNC Financial Services Group, Inc. | 57,336 | $1.03M | 0.00% | +3,543+6.6% | Added |
| PFG Investments, LLC | 57,961 | $1.04M | 0.04% | +2,223+4.0% | Added |
| M&T Bank Corp | 58,367 | $1.05M | 0.00% | +1,007+1.8% | Added |
| Matisse Capital | 58,563 | $1.05M | 0.42% | +12,336+26.7% | Added |
| Eventide Asset Management, LLC | 58,099 | $1.06M | 0.01% | +35,197+153.7% | Added |
| Guardian Partners Inc. | 60,000 | $1.08M | 0.10% | +60,000 | New |
| Connective Portfolio Management, LLC | 60,000 | $1.08M | 1.79% | +60,000 | New |
| CIBC Asset Management Inc | 60,263 | $1.08M | 0.00% | +2,700+4.7% | Added |
| RPG Investment Advisory, LLC | 60,750 | $1.09M | 0.11% | +19,960+48.9% | Added |
| Amalgamated Bank | 60,991 | $1.09M | 0.01% | −5,770−8.6% | Reduced |
| Fortis Capital Advisors, LLC | 61,051 | $1.09M | 0.12% | +61,051 | New |
| CWM Advisors, LLC | 61,796 | $1.11M | 0.05% | +8,330+15.6% | Added |
| Global Retirement Partners, LLC | 63,124 | $1.13M | 0.02% | +63,124 | New |
| Integrated Wealth Concepts LLC | 63,346 | $1.14M | 0.01% | +99+0.2% | Added |
| Philadelphia Investment Partners, LLC | 63,397 | $1.14M | 0.71% | −491−0.8% | Reduced |
| Norris Financial Group, LLC | 63,617 | $1.14M | 0.45% | +11,474+22.0% | Added |
| Schroder Investment Management Group | 64,468 | $1.16M | 0.00% | +899+1.4% | Added |
| Gsa Capital Partners LLP | 65,121 | $1.17M | 0.07% | −537−0.8% | Reduced |
| Polen Capital Management LLC | 65,611 | $1.18M | 0.01% | −37,734−36.5% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $1.18M | 0.21% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 67,291 | $1.21M | 0.02% | +6,349+10.4% | Added |
| Midwest Professional Planners, LTD. | 67,512 | $1.21M | 0.24% | −153−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,759 | $1.21M | 0.02% | +56,664+510.7% | Added |
| Fideuram Asset Management (Ireland) dac | 72,184 | $1.25M | 0.02% | +72,184 | New |
| Y-Intercept (Hong Kong) Ltd | 70,457 | $1.26M | 0.03% | +70,457 | New |
| BluePath Capital Management, LLC | 71,793 | $1.29M | 0.71% | +22,026+44.3% | Added |