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 |
|---|---|---|---|---|---|
| National Pension Service | 71,813 | $1.29M | 0.00% | −1,748,292−96.1% | Reduced |
| Belpointe Asset Management LLC | 72,255 | $1.30M | 0.04% | +48,865+208.9% | Added |
| Bank of Nova Scotia | 72,567 | $1.30M | 0.00% | +11,458+18.8% | Added |
| Manufacturers Life Insurance Company, The | 72,575 | $1.30M | 0.00% | +730+1.0% | Added |
| Woodline Partners LP | 72,791 | $1.31M | 0.00% | +23,329+47.2% | Added |
| Abn Amro Investment Solutions | 73,601 | $1.32M | 0.01% | +11,922+19.3% | Added |
| Rakuten Investment Management, Inc. | 73,377 | $1.33M | 0.00% | +10,290+16.3% | Added |
| Two Sigma Securities, LLC | 75,115 | $1.35M | 0.12% | +18,557+32.8% | Added |
| Nwam LLC | 76,564 | $1.37M | 0.07% | +15,108+24.6% | Added |
| Centaurus Financial, Inc. | 77,075 | $1.38M | 0.05% | +4,701+6.5% | Added |
| EntryPoint Capital, LLC | 77,128 | $1.38M | 0.34% | +40,364+109.8% | Added |
| Spire Wealth Management | 77,238 | $1.38M | 0.04% | −882−1.1% | Reduced |
| Lakeshore Financial Planning, Inc. | 78,427 | $1.41M | 0.45% | −13,850−15.0% | Reduced |
| Franklin Resources Inc | 79,503 | $1.43M | 0.00% | −2,426−3.0% | Reduced |
| Sigma Planning Corp | 79,778 | $1.43M | 0.04% | +15,497+24.1% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $1.43M | 2.29% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 80,450 | $1.44M | 0.59% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 81,145 | $1.45M | 0.03% | −12,513−13.4% | Reduced |
| Investment Management Corp of Ontario | 81,330 | $1.46M | 0.02% | −9,100−10.1% | Reduced |
| Intech Investment Management LLC | 82,806 | $1.48M | 0.01% | −476,441−85.2% | Reduced |
| Hudock, Inc. | 84,074 | $1.51M | 0.19% | +15,184+22.0% | Added |
| Ameritas Advisory Services, LLC | 86,190 | $1.55M | 0.03% | +86,190 | New |
| O'Shaughnessy Asset Management, LLC | 86,321 | $1.55M | 0.01% | −8,697−9.2% | Reduced |
| TCG Advisory Services, LLC | 87,197 | $1.56M | 0.03% | +5,045+6.1% | Added |
| Pathstone Holdings, LLC | 87,529 | $1.57M | 0.00% | −1,541−1.7% | Reduced |
| Captrust Financial Advisors | 87,980 | $1.58M | 0.00% | −16,108−15.5% | Reduced |
| Jupiter Topco LLC | 89,200 | $1.60M | 0.00% | +89,200 | New |
| Saudi Central Bank | 89,268 | $1.60M | 0.02% | +42,625+91.4% | Added |
| Harbour Investments, Inc. | 89,787 | $1.61M | 0.02% | +6,621+8.0% | Added |
| Equitable Holdings, Inc. | 89,808 | $1.61M | 0.01% | +16,747+22.9% | Added |
| Rafferty Asset Management, LLC | 90,071 | $1.61M | 0.00% | +90,071 | New |
| Kovack Advisors, Inc. | 88,436 | $1.63M | 0.08% | +1,360+1.6% | Added |
| Laird Norton Trust Company, LLC | 91,778 | $1.65M | 0.03% | +453+0.5% | Added |
| Slow Capital, Inc. | 92,554 | $1.66M | 0.19% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 93,137 | $1.67M | 0.11% | +1,026+1.1% | Added |
| JustInvest LLC | 94,648 | $1.70M | 0.01% | −12,218−11.4% | Reduced |
| Advisory Services Network, LLC | 95,098 | $1.71M | 0.02% | +57,069+150.1% | Added |
| Lido Advisors, LLC | 95,751 | $1.72M | 0.01% | −35,241−26.9% | Reduced |
| Gulf International Bank (UK) Ltd | 95,924 | $1.72M | 0.03% | −1,876−1.9% | Reduced |
| Miracle Mile Advisors, LLC | 96,007 | $1.72M | 0.02% | +925+1.0% | Added |
| Prospera Financial Services Inc | 96,191 | $1.72M | 0.03% | +8,199+9.3% | Added |
| IFP Advisors, Inc | 96,742 | $1.73M | 0.03% | −2,071−2.1% | Reduced |
| Brinker Capital Investments, LLC | 97,808 | $1.75M | 0.01% | +15,269+18.5% | Added |
| Voya Investment Management LLC | 99,721 | $1.79M | 0.00% | +7,208+7.8% | Added |
| Ameliora Wealth Management Ltd. | 100,000 | $1.79M | 0.53% | 00.0% | Unchanged |
| GatePass Capital, LLC | 100,134 | $1.80M | 0.69% | +320.0% | Added |
| Firethorn Wealth Partners, LLC | 100,977 | $1.81M | 0.58% | −5,717−5.4% | Reduced |
| Leonteq Securities AG | 101,166 | $1.81M | 0.11% | +27,614+37.5% | Added |
| LM Advisors LLC | 101,459 | $1.82M | 0.21% | +99,799+6,012.0% | Added |
| Mackenzie Financial Corp | 102,008 | $1.83M | 0.00% | +2,146+2.1% | Added |
| Kestra Private Wealth Services, LLC | 102,300 | $1.83M | 0.02% | +35,908+54.1% | Added |
| Clean Yield Group | 102,471 | $1.84M | 0.46% | +4,038+4.1% | Added |
| Tradition Wealth Management, LLC | 104,443 | $1.87M | 0.11% | −545−0.5% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 105,760 | $1.90M | 0.02% | +5,600+5.6% | Added |
| Catalyst Funds Management Pty Ltd | 107,194 | $1.92M | 0.11% | +60,549+129.8% | Added |
| Perennial Investment Advisors, LLC | 107,228 | $1.92M | 0.13% | +1,489+1.4% | Added |
| River Street Advisors LLC | 107,677 | $1.93M | 0.57% | +51,885+93.0% | Added |
| Fortis Group Advisors, LLC | 108,795 | $1.95M | 0.31% | +33,451+44.4% | Added |
| Stance Capital LLC | 108,865 | $1.95M | 0.59% | +108,865 | New |
| Annex Advisory Services, LLC | 109,462 | $1.96M | 0.03% | +109,462 | New |
| PEAK6 LLC | 111,893 | $2.01M | 0.05% | −504,711−81.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 113,162 | $2.03M | 0.24% | +2,370+2.1% | Added |
| IMA Wealth, Inc. | 113,211 | $2.03M | 0.13% | +113,057+73,413.6% | Added |
| Arkadios Wealth Advisors | 113,587 | $2.04M | 0.03% | +40,217+54.8% | Added |
| Miller Financial Services LLC | 113,823 | $2.04M | 1.65% | +140+0.1% | Added |
| CIBC Bancorp USA Inc. | 114,556 | $2.05M | 0.00% | +459+0.4% | Added |
| Baker Avenue Asset Management, LP | 115,400 | $2.07M | 0.04% | +95+0.1% | Added |
| Public Employees Retirement Association of Colorado | 118,220 | $2.12M | 0.01% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 120,618 | $2.16M | 0.01% | −4,714−3.8% | Reduced |
| Baker Chad R | 121,415 | $2.18M | 0.35% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 121,314 | $2.18M | 0.01% | +45,985+61.0% | Added |
| Alliance Wealth Advisors, LLC | 122,358 | $2.19M | 0.41% | +113+0.1% | Added |
| Concurrent Investment Advisors, LLC | 124,688 | $2.24M | 0.02% | −4,293−3.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 125,645 | $2.25M | 0.05% | +2,000+1.6% | Added |
| Venture Visionary Partners LLC | 126,356 | $2.27M | 0.06% | +126,356 | New |
| HighTower Advisors, LLC | 126,362 | $2.27M | 0.00% | +7,755+6.5% | Added |
| Allworth Financial LP | 126,401 | $2.27M | 0.01% | −4,012−3.1% | Reduced |
| US Bancorp | 126,572 | $2.27M | 0.00% | +14,357+12.8% | Added |
| Mercer Global Advisors Inc | 128,074 | $2.30M | 0.00% | −15,696−10.9% | Reduced |
| Soviero Asset Management, LP | 130,000 | $2.33M | 1.13% | +130,000 | New |
| CI Private Wealth, LLC | 130,371 | $2.34M | 0.00% | −51,550−28.3% | Reduced |
| Torrey Growth & Income Advisors | 130,796 | $2.34M | 0.79% | +4,769+3.8% | Added |
| Nisa Investment Advisors, LLC | 130,641 | $2.34M | 0.01% | −6,316−4.6% | Reduced |
| Caisse des Depots Et Consignations | 133,675 | $2.40M | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 136,376 | $2.45M | 0.16% | −314,553−69.8% | Reduced |
| Illinois Municipal Retirement Fund | 140,864 | $2.53M | 0.03% | −48,985−25.8% | Reduced |
| TD Waterhouse Canada Inc. | 139,046 | $2.56M | 0.01% | +114,652+470.0% | Added |
| Burney Co | 143,389 | $2.57M | 0.07% | +143,389 | New |
| Candriam Luxembourg S.C.A. | 145,453 | $2.61M | 0.01% | −548−0.4% | Reduced |
| Tudor Investment Corp Et Al | 145,484 | $2.61M | 0.01% | +145,484 | New |
| OP Asset Management Ltd | 146,056 | $2.62M | 0.03% | −81,357−35.8% | Reduced |
| Elevatus Welath Management | 147,212 | $2.64M | 0.64% | +147,212 | New |
| Man Group plc | 148,143 | $2.66M | 0.00% | −936,790−86.3% | Reduced |
| Daiwa Securities Group Inc. | 150,214 | $2.69M | 0.01% | −2,728,772−94.8% | Reduced |
| Swiss Life Asset Management Ltd | 150,238 | $2.69M | 0.01% | +35,515+31.0% | Added |
| Triglav Skladi, D.O.O. | 151,928 | $2.72M | 0.14% | +151,928 | New |
| Intellus Advisors LLC | 153,337 | $2.75M | 0.33% | +18,300+13.6% | Added |
| Polymer Capital Management (US) LLC | 153,684 | $2.76M | 0.41% | +133,558+663.6% | Added |
| QRG Capital Management, Inc. | 154,404 | $2.77M | 0.02% | +8,449+5.8% | Added |
| Taylor Frigon Capital Management LLC | 155,252 | $2.78M | 1.30% | +37,235+31.6% | Added |