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 |
|---|---|---|---|---|---|
| Triumph Capital Management | 155,460 | $2.79M | 0.50% | +15,505+11.1% | Added |
| CMG Global Holdings, LLC | 156,330 | $2.80M | 1.19% | −5,674−3.5% | Reduced |
| Swedbank AB | 163,027 | $2.92M | 0.00% | +9,498+6.2% | Added |
| Baird Financial Group, Inc. | 170,770 | $3.06M | 0.00% | −357−0.2% | Reduced |
| CAPROCK Group, Inc. | 170,937 | $3.07M | 0.06% | −23,483−12.1% | Reduced |
| Nissay Asset Management Corp | 171,111 | $3.07M | 0.01% | +9,032+5.6% | Added |
| Empowered Funds, LLC | 174,961 | $3.14M | 0.02% | +109,257+166.3% | Added |
| KBC Group NV | 180,172 | $3.23M | 0.01% | −319,307−63.9% | Reduced |
| J. Safra Sarasin Holding AG | 183,584 | $3.29M | 0.05% | +183,584 | New |
| Xponance, Inc. | 183,860 | $3.30M | 0.02% | +1,434+0.8% | Added |
| Credit Agricole S A | 186,799 | $3.35M | 0.01% | +58,477+45.6% | Added |
| Hourglass Capital, LLC | 188,700 | $3.38M | 0.67% | +18,900+11.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 190,280 | $3.41M | 0.03% | +162,438+583.4% | Added |
| Fiduciary Alliance LLC | 190,990 | $3.42M | 0.23% | −86,827−31.3% | Reduced |
| Mfg Wealth Management, Inc. | 191,016 | $3.42M | 2.45% | +11,917+6.7% | Added |
| British Columbia Investment Management Corp | 191,171 | $3.43M | 0.02% | +17,014+9.8% | Added |
| Utah Retirement Systems | 191,646 | $3.44M | 0.03% | −5,415−2.7% | Reduced |
| Stratos Wealth Partners, LTD. | 193,268 | $3.47M | 0.03% | −22,242−10.3% | Reduced |
| Quantbot Technologies LP | 194,008 | $3.48M | 0.14% | +168,821+670.3% | Added |
| Warm Springs Advisors Inc. | 200,000 | $3.59M | 2.48% | +40,000+25.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 201,170 | $3.61M | 0.00% | +13,528+7.2% | Added |
| Toronto Dominion Bank | 201,755 | $3.62M | 0.01% | −1,992,277−90.8% | Reduced |
| Ensign Peak Advisors, Inc | 203,098 | $3.64M | 0.01% | −32,334−13.7% | Reduced |
| Andra AP-fonden | 203,999 | $3.66M | 0.04% | −42,941−17.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 211,356 | $3.79M | 0.02% | +178,838+550.0% | Added |
| Wealthspire Advisors, LLC | 218,172 | $3.91M | 0.02% | +218,172 | New |
| Truist Financial Corp | 218,677 | $3.92M | 0.00% | +141,337+182.7% | Added |
| Kestra Advisory Services, LLC | 219,568 | $3.94M | 0.01% | +6,201+2.9% | Added |
| Van Eck Associates Corp | 224,032 | $4.02M | 0.00% | +28,277+14.4% | Added |
| RFG Advisory, LLC | 224,941 | $4.03M | 0.06% | +29,103+14.9% | Added |
| B & T Capital Management DBA Alpha Capital Management | 225,592 | $4.04M | 0.53% | −46,935−17.2% | Reduced |
| Pegasus Asset Management, Inc. | 229,283 | $4.11M | 1.17% | +16,497+7.8% | Added |
| Envestnet Asset Management Inc | 235,325 | $4.22M | 0.00% | +64,378+37.7% | Added |
| Wealthfront Advisers LLC | 236,417 | $4.24M | 0.01% | +52,189+28.3% | Added |
| Old Second National Bank of Aurora | 240,860 | $4.32M | 0.81% | +67,421+38.9% | Added |
| Oppenheimer & Co Inc | 247,271 | $4.43M | 0.05% | +87,403+54.7% | Added |
| Sound Capital Solutions LLC | 248,140 | $4.45M | 1.04% | +248,140 | New |
| Consolidated Investment Group LLC | 248,480 | $4.46M | 0.39% | 00.0% | Unchanged |
| TD Asset Management Inc | 249,385 | $4.47M | 0.00% | +2,765+1.1% | Added |
| Teamwork Financial Advisors, LLC | 249,482 | $4.47M | 0.42% | +36,693+17.2% | Added |
| Sullivan Wood Capital Management LLC | 250,395 | $4.49M | 6.15% | +38,750+18.3% | Added |
| SEB Asset Management AB | 254,382 | $4.56M | 0.02% | +8,287+3.4% | Added |
| Sanctuary Advisors, LLC | 255,347 | $4.58M | 0.02% | +15,860+6.6% | Added |
| Gateway Investment Advisers LLC | 259,770 | $4.66M | 0.05% | +90,050+53.1% | Added |
| Group One Trading, L.P. | 260,866 | $4.68M | 0.13% | −997,008−79.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 254,077 | $4.77M | 0.01% | −16,845−6.2% | Reduced |
| Parkside Investments, LLC | 268,370 | $4.81M | 0.54% | −10,470−3.8% | Reduced |
| Xcel Wealth Management, LLC | 269,738 | $4.84M | 1.16% | +110,773+69.7% | Added |
| Canada Pension Plan Investment Board | 273,500 | $4.90M | 0.00% | +7,400+2.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 276,218 | $4.95M | 0.01% | +33,144+13.6% | Added |
| Well Done, LLC | 285,900 | $5.13M | 0.69% | +33,800+13.4% | Added |
| IFM Investors Pty Ltd | 285,967 | $5.13M | 0.03% | +39,874+16.2% | Added |
| Northwestern Mutual Wealth Management Co | 286,663 | $5.14M | 0.00% | −1,339,121−82.4% | Reduced |
| Creative Planning | 286,788 | $5.14M | 0.00% | −7,807−2.7% | Reduced |
| Headlands Technologies LLC | 292,302 | $5.24M | 0.56% | +205,844+238.1% | Added |
| D.A. Davidson & Co. | 297,659 | $5.34M | 0.03% | +29,811+11.1% | Added |
| Cerity Partners LLC | 298,310 | $5.35M | 0.01% | −3,807−1.3% | Reduced |
| Hudson Bay Capital Management LP | 304,271 | $5.46M | 0.03% | −920,000−75.1% | Reduced |
| Nykredit A/S | 312,985 | $5.61M | 0.02% | +312,985 | New |
| Sava Infond d.o.o. | 324,100 | $5.81M | 0.41% | +225,050+227.2% | Added |
| LGT Fund Management Co Ltd. | 324,700 | $5.82M | 0.24% | +151,500+87.5% | Added |
| Westbourne Investment Advisors, Inc. | 332,102 | $5.95M | 1.64% | +52,559+18.8% | Added |
| SEI Investments Co | 332,537 | $5.96M | 0.01% | −44,603−11.8% | Reduced |
| Optiver Holding B.V. | 333,146 | $5.97M | 0.09% | −1,996,329−85.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 337,402 | $6.05M | 0.02% | +63,381+23.1% | Added |
| Janney Montgomery Scott LLC | 338,150 | $6.06M | 0.01% | +67,239+24.8% | Added |
| American Century Companies Inc | 339,358 | $6.08M | 0.00% | +21,101+6.6% | Added |
| Resona Asset Management Co.,Ltd. | 344,006 | $6.18M | 0.03% | −19,957−5.5% | Reduced |
| Private Advisor Group, LLC | 355,655 | $6.38M | 0.03% | +14,793+4.3% | Added |
| Public Employees Retirement System of Ohio | 360,578 | $6.47M | 0.02% | +7,328+2.1% | Added |
| Storebrand Asset Management AS | 364,745 | $6.54M | 0.02% | −68,082−15.7% | Reduced |
| Arizona State Retirement System | 365,633 | $6.56M | 0.03% | +22,270+6.5% | Added |
| Anderson Hoagland & Co | 370,133 | $6.64M | 0.52% | +34,741+10.4% | Added |
| Mn Services Vermogensbeheer B.V. | 371,600 | $6.66M | 0.05% | +371,600 | New |
| ExodusPoint Capital Management, LP | 372,216 | $6.67M | 0.06% | −124,865−25.1% | Reduced |
| Carroll Investors, Inc | 381,363 | $6.84M | 2.92% | +12,912+3.5% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 381,510 | $6.84M | 0.03% | −5,443−1.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 382,310 | $6.85M | 0.01% | +382,310 | New |
| Great West Life Assurance Co | 399,195 | $7.14M | 0.01% | −31,416−7.3% | Reduced |
| Summit Trail Advisors, LLC | 399,276 | $7.16M | 0.09% | −21,367−5.1% | Reduced |
| Handelsbanken Fonder AB | 401,900 | $7.21M | 0.02% | +24,700+6.5% | Added |
| Capital Fund Management S.A. | 403,388 | $7.23M | 0.05% | +45,467+12.7% | Added |
| Victory Capital Management Inc | 403,892 | $7.24M | 0.00% | +5,661+1.4% | Added |
| Royal London Asset Management Ltd | 404,912 | $7.26M | 0.01% | +62,892+18.4% | Added |
| Alliancebernstein L.P. | 461,223 | $7.32M | 0.00% | +13,054+2.9% | Added |
| Walleye Capital LLC | 411,566 | $7.38M | 0.04% | +153,814+59.7% | Added |
| Nomura Asset Management Co Ltd | 414,812 | $7.44M | 0.02% | −1,521−0.4% | Reduced |
| MML Investors Services, LLC | 416,819 | $7.47M | 0.02% | +58,903+16.5% | Added |
| Cresset Asset Management, LLC | 420,977 | $7.55M | 0.03% | +18,926+4.7% | Added |
| State of New Jersey Common Pension Fund D | 423,823 | $7.60M | 0.03% | −10,586−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 427,750 | $7.67M | 0.04% | +1,700+0.4% | Added |
| TTRF Capital Ltd | 428,091 | $7.68M | 5.06% | +428,091 | New |
| Vontobel Holding Ltd. | 429,171 | $7.70M | 0.03% | +157,898+58.2% | Added |
| Covenant Asset Management, LLC | 433,052 | $7.76M | 1.38% | +433,052 | New |
| Two Sigma Investments, LP | 443,247 | $7.95M | 0.01% | −1,045,043−70.2% | Reduced |
| Quantinno Capital Management LP | 465,581 | $8.35M | 0.01% | +5,790+1.3% | Added |
| Asset Management One Co.,Ltd. | 475,538 | $8.53M | 0.02% | −2,140−0.4% | Reduced |
| Pictet Asset Management Holding SA | 478,515 | $8.58M | 0.01% | +10,426+2.2% | Added |
| KLP Kapitalforvaltning AS | 479,100 | $8.59M | 0.03% | +3,900+0.8% | Added |
| Cypress Point Investment Management LP | 483,640 | $8.67M | 1.57% | +210,346+77.0% | Added |