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 |
|---|---|---|---|---|---|
| Blair William & Co | 493,064 | $8.84M | 0.02% | +87,305+21.5% | Added |
| Summit Financial, LLC | 500,342 | $8.97M | 0.10% | −71,330−12.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 500,994 | $8.98M | 0.06% | −24,070−4.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 511,948 | $9.18M | 0.01% | +75,551+17.3% | Added |
| Nordea Investment Management AB | 516,653 | $9.18M | 0.01% | +6,705+1.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 513,757 | $9.21M | 0.02% | −5,544−1.1% | Reduced |
| Rakuten Securities, Inc. | 519,016 | $9.31M | 2.16% | +124,149+31.4% | Added |
| Virginia Retirement Systems Et Al | 526,775 | $9.45M | 0.06% | +526,775 | New |
| Commonwealth Equity Services, LLC | 531,211 | $9.52M | 0.01% | +19,640+3.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 532,184 | $9.54M | 0.01% | −17,943−3.3% | Reduced |
| Jain Global LLC | 536,950 | $9.63M | 0.11% | −227,986−29.8% | Reduced |
| Treasurer of the State of North Carolina | 537,667 | $9.64M | 0.02% | +18,550+3.6% | Added |
| Toroso Investments, LLC | 538,067 | $9.65M | 0.02% | +150,923+39.0% | Added |
| XTX Topco Ltd | 542,321 | $9.72M | 0.13% | +166,022+44.1% | Added |
| Squarepoint Ops LLC | 548,645 | $9.84M | 0.02% | −4,178,400−88.4% | Reduced |
| GWM Advisors LLC | 555,799 | $9.97M | 0.03% | +153,164+38.0% | Added |
| AQR Capital Management LLC | 557,011 | $9.99M | 0.00% | −39,598−6.6% | Reduced |
| Danske Bank A/S | 557,745 | $10.0M | 0.02% | +9,100+1.7% | Added |
| Nomura Holdings Inc | 560,492 | $10.0M | 0.04% | +212,317+61.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 568,721 | $10.2M | 0.08% | +47,512+9.1% | Added |
| FORA Capital, LLC | 573,250 | $10.3M | 0.71% | −886,504−60.7% | Reduced |
| STRS Ohio | 583,340 | $10.5M | 0.04% | +554,337+1,911.3% | Added |
| Convergence Financial, LLC | 600,266 | $10.8M | 0.86% | +600,266 | New |
| LGT Group Foundation | 606,650 | $10.9M | 0.12% | +298,550+96.9% | Added |
| SG Americas Securities, LLC | 615,380 | $11.0M | 0.01% | −323,767−34.5% | Reduced |
| Vanguard Global Advisers, LLC | 618,086 | $11.1M | 0.01% | −7,481−1.2% | Reduced |
| Brighton Jones LLC | 623,977 | $11.2M | 0.21% | −12,654−2.0% | Reduced |
| New York State Common Retirement Fund | 623,987 | $11.2M | 0.01% | +49,100+8.5% | Added |
| Vanguard Investments Australia, Ltd. | 633,346 | $11.4M | 0.03% | +9,696+1.6% | Added |
| State of Wisconsin Investment Board | 661,733 | $11.9M | 0.02% | −116,461−15.0% | Reduced |
| Moors & Cabot, Inc. | 676,553 | $12.1M | 0.47% | −8,116−1.2% | Reduced |
| SRS Capital Advisors, Inc. | 693,356 | $12.4M | 0.08% | +672,906+3,290.5% | Added |
| FMR LLC | 695,835 | $12.5M | 0.00% | −555,764−44.4% | Reduced |
| Reynders McVeigh Capital Management, LLC | 699,538 | $12.5M | 0.56% | +17,744+2.6% | Added |
| AlphaStar Capital Management, LLC | 796,761 | $14.3M | 0.91% | +518,167+186.0% | Added |
| Provident Living Financial Services, Inc. | 888,439 | $14.4M | 14.23% | +65,143+7.9% | Added |
| Longitude (Cayman) Ltd. | 807,500 | $14.5M | 9.56% | +162,500+25.2% | Added |
| Tredje AP-fonden | 822,202 | $14.7M | 0.07% | +377,348+84.8% | Added |
| Korea Investment CORP | 823,937 | $14.8M | 0.03% | −21,562−2.6% | Reduced |
| DnB Asset Management AS | 868,028 | $15.6M | 0.04% | +558,222+180.2% | Added |
| Raymond James Financial Inc | 876,593 | $15.7M | 0.00% | +111,493+14.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 877,899 | $15.7M | 0.03% | −92,089−9.5% | Reduced |
| Aviva PLC | 883,880 | $15.8M | 0.02% | +20,145+2.3% | Added |
| Sierra Summit Advisors LLC | 895,254 | $16.1M | 1.79% | +895,254 | New |
| Baltimore-Washington Financial Advisors, Inc. | 897,459 | $16.1M | 0.60% | +21,466+2.5% | Added |
| SBI Securities Co., Ltd. | 923,128 | $16.6M | 0.38% | −206,169−18.3% | Reduced |
| Rockefeller Capital Management L.P. | 929,800 | $16.7M | 0.03% | −206,706−18.2% | Reduced |
| Advisor Group Holdings, Inc. | 931,407 | $16.7M | 0.02% | +241,178+34.9% | Added |
| Cetera Investment Advisers | 957,655 | $17.2M | 0.02% | +247,159+34.8% | Added |
| Russell Investments Group, Ltd. | 961,350 | $17.3M | 0.02% | +416,906+76.6% | Added |
| Jefferies Financial Group Inc. | 964,203 | $17.3M | 0.16% | −170,602−15.0% | Reduced |
| State Board of Administration of Florida Retirement System | 990,550 | $17.8M | 0.03% | −16,440−1.6% | Reduced |
| Jones Financial Companies LLLP | 994,992 | $17.8M | 0.01% | +190,775+23.7% | Added |
| Trexquant Investment LP | 1,011,994 | $18.1M | 0.11% | −1,332,724−56.8% | Reduced |
| IMC-Chicago, LLC | 1,017,194 | $18.2M | 0.17% | −1,290,324−55.9% | Reduced |
| Diversify Wealth Management, LLC | 1,148,202 | $19.4M | 0.33% | +104,830+10.0% | Added |
| Diversify Advisory Services, LLC | 1,148,202 | $19.4M | 0.33% | +249,588+27.8% | Added |
| Citadel Advisors LLC | 1,145,775 | $20.5M | 0.01% | −9,901,406−89.6% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,158,258 | $20.8M | 0.05% | −1,763−0.2% | Reduced |
| Simplex Trading, LLC | 1,181,860 | $21.2M | 0.55% | +213,452+22.0% | Added |
| HSBC Holdings PLC | 1,218,499 | $22.0M | 0.01% | +394,384+47.9% | Added |
| Mizuho Markets Americas LLC | 1,251,169 | $22.4M | 0.40% | −247,629−16.5% | Reduced |
| Price T Rowe Associates Inc | 1,304,243 | $23.4M | 0.00% | +124,331+10.5% | Added |
| Rhumbline Advisers | 1,333,823 | $23.9M | 0.02% | +51,404+4.0% | Added |
| Clear Street Group Inc. | 1,448,780 | $26.0M | 0.08% | +337,988+30.4% | Added |
| Jane Street Group, LLC | 1,476,165 | $26.5M | 0.02% | −16,542,013−91.8% | Reduced |
| Cantor Fitzgerald, L. P. | 1,488,054 | $26.7M | 0.52% | +1,488,054 | New |
| Patient Capital Management, LLC | 1,505,629 | $27.0M | 0.90% | +179,383+13.5% | Added |
| Bienville Capital Management, LLC | 1,527,406 | $27.4M | 3.95% | +1,527,406 | New |
| Ameriprise Financial Inc | 1,542,568 | $27.7M | 0.01% | +361,039+30.6% | Added |
| National Bank of Canada | 1,543,861 | $27.7M | 0.02% | +937,146+154.5% | Added |
| Invesco Ltd. | 1,544,542 | $27.7M | 0.00% | −35,046−2.2% | Reduced |
| BNP Paribas Arbitrage, SA | 1,563,533 | $28.0M | 0.01% | −3,246,834−67.5% | Reduced |
| Tremblant Capital Group | 1,578,915 | $28.3M | 0.81% | −27,440−1.7% | Reduced |
| Marex Group plc | 1,580,559 | $28.3M | 0.21% | +621,793+64.9% | Added |
| State of Michigan Retirement System | 1,648,658 | $29.6M | 0.13% | +648,658+64.9% | Added |
| California State Teachers Retirement System | 1,740,160 | $31.2M | 0.03% | −91,745−5.0% | Reduced |
| Amundi | 1,836,761 | $32.9M | 0.01% | +123,570+7.2% | Added |
| California Public Employees Retirement System | 1,863,200 | $33.4M | 0.02% | +103,745+5.9% | Added |
| Barclays PLC | 1,872,921 | $33.6M | 0.01% | −916,458−32.9% | Reduced |
| Walleye Trading LLC | 2,236,388 | $40.1M | 0.56% | +556,737+33.1% | Added |
| Voloridge Investment Management, LLC | 2,322,047 | $41.6M | 0.18% | −10,332,483−81.7% | Reduced |
| Vanguard Asset Management, Ltd | 2,472,601 | $44.3M | 0.03% | +370,089+17.6% | Added |
| Deutsche Bank AG | 2,489,675 | $44.6M | 0.01% | +863,276+53.1% | Added |
| Davenport & Co LLC | 2,774,855 | $50.0M | 0.26% | +2,725,238+5,492.5% | Added |
| Nuveen, LLC | 2,939,704 | $52.7M | 0.01% | −493,885−14.4% | Reduced |
| LPL Financial LLC | 2,992,786 | $53.7M | 0.01% | +17,749+0.6% | Added |
| Capula Management Ltd | 3,000,000 | $53.8M | 0.24% | +3,000,000 | New |
| Nikko Asset Management Americas, Inc. | 3,132,998 | $56.1M | 0.72% | −3,481−0.1% | Reduced |
| HRT Financial LP | 3,209,701 | $57.5M | 0.11% | −5,125,873−61.5% | Reduced |
| Swiss National Bank | 3,596,700 | $64.5M | 0.03% | −111,800−3.0% | Reduced |
| Legal & General Group Plc | 3,608,784 | $64.7M | 0.01% | +158,198+4.6% | Added |
| JPMorgan Chase & Co | 3,652,807 | $66.4M | 0.00% | +1,868,221+104.7% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 3,742,479 | $67.1M | 0.44% | −93,524−2.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 3,772,072 | $67.6M | 0.10% | +2,068,072+121.4% | Added |
| Bank of New York Mellon Corp | 4,045,236 | $72.5M | 0.01% | +16,824+0.4% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $73.6M | 81.98% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 4,252,871 | $76.3M | 0.26% | −1,165,142−21.5% | Reduced |
| Royal Bank of Canada | 4,754,654 | $85.3M | 0.01% | −2,007,577−29.7% | Reduced |
| Harvest Portfolios Group Inc. | 4,806,357 | $86.2M | 1.22% | +2,262,241+88.9% | Added |