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 |
|---|---|---|---|---|---|
| LGT Group Foundation | 606,650 | $10.9M | 0.12% | +298,550+96.9% | Added |
| Convergence Financial, LLC | 600,266 | $10.8M | 0.86% | +600,266 | New |
| STRS Ohio | 583,340 | $10.5M | 0.04% | +554,337+1,911.3% | Added |
| FORA Capital, LLC | 573,250 | $10.3M | 0.71% | −886,504−60.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 568,721 | $10.2M | 0.08% | +47,512+9.1% | Added |
| Nomura Holdings Inc | 560,492 | $10.0M | 0.04% | +212,317+61.0% | Added |
| Danske Bank A/S | 557,745 | $10.0M | 0.02% | +9,100+1.7% | Added |
| AQR Capital Management LLC | 557,011 | $9.99M | 0.00% | −39,598−6.6% | Reduced |
| GWM Advisors LLC | 555,799 | $9.97M | 0.03% | +153,164+38.0% | Added |
| Squarepoint Ops LLC | 548,645 | $9.84M | 0.02% | −4,178,400−88.4% | Reduced |
| XTX Topco Ltd | 542,321 | $9.72M | 0.13% | +166,022+44.1% | Added |
| Toroso Investments, LLC | 538,067 | $9.65M | 0.02% | +150,923+39.0% | Added |
| Treasurer of the State of North Carolina | 537,667 | $9.64M | 0.02% | +18,550+3.6% | Added |
| Jain Global LLC | 536,950 | $9.63M | 0.11% | −227,986−29.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 532,184 | $9.54M | 0.01% | −17,943−3.3% | Reduced |
| Commonwealth Equity Services, LLC | 531,211 | $9.52M | 0.01% | +19,640+3.8% | Added |
| Virginia Retirement Systems Et Al | 526,775 | $9.45M | 0.06% | +526,775 | New |
| Rakuten Securities, Inc. | 519,016 | $9.31M | 2.16% | +124,149+31.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 513,757 | $9.21M | 0.02% | −5,544−1.1% | Reduced |
| Nordea Investment Management AB | 516,653 | $9.18M | 0.01% | +6,705+1.3% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 511,948 | $9.18M | 0.01% | +75,551+17.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 500,994 | $8.98M | 0.06% | −24,070−4.6% | Reduced |
| Summit Financial, LLC | 500,342 | $8.97M | 0.10% | −71,330−12.5% | Reduced |
| Blair William & Co | 493,064 | $8.84M | 0.02% | +87,305+21.5% | Added |
| Cypress Point Investment Management LP | 483,640 | $8.67M | 1.57% | +210,346+77.0% | Added |
| KLP Kapitalforvaltning AS | 479,100 | $8.59M | 0.03% | +3,900+0.8% | Added |
| Pictet Asset Management Holding SA | 478,515 | $8.58M | 0.01% | +10,426+2.2% | Added |
| Asset Management One Co.,Ltd. | 475,538 | $8.53M | 0.02% | −2,140−0.4% | Reduced |
| Quantinno Capital Management LP | 465,581 | $8.35M | 0.01% | +5,790+1.3% | Added |
| Two Sigma Investments, LP | 443,247 | $7.95M | 0.01% | −1,045,043−70.2% | Reduced |
| Covenant Asset Management, LLC | 433,052 | $7.76M | 1.38% | +433,052 | New |
| Vontobel Holding Ltd. | 429,171 | $7.70M | 0.03% | +157,898+58.2% | Added |
| TTRF Capital Ltd | 428,091 | $7.68M | 5.06% | +428,091 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 427,750 | $7.67M | 0.04% | +1,700+0.4% | Added |
| State of New Jersey Common Pension Fund D | 423,823 | $7.60M | 0.03% | −10,586−2.4% | Reduced |
| Cresset Asset Management, LLC | 420,977 | $7.55M | 0.03% | +18,926+4.7% | Added |
| MML Investors Services, LLC | 416,819 | $7.47M | 0.02% | +58,903+16.5% | Added |
| Nomura Asset Management Co Ltd | 414,812 | $7.44M | 0.02% | −1,521−0.4% | Reduced |
| Walleye Capital LLC | 411,566 | $7.38M | 0.04% | +153,814+59.7% | Added |
| Alliancebernstein L.P. | 461,223 | $7.32M | 0.00% | +13,054+2.9% | Added |
| Royal London Asset Management Ltd | 404,912 | $7.26M | 0.01% | +62,892+18.4% | Added |
| Victory Capital Management Inc | 403,892 | $7.24M | 0.00% | +5,661+1.4% | Added |
| Capital Fund Management S.A. | 403,388 | $7.23M | 0.05% | +45,467+12.7% | Added |
| Handelsbanken Fonder AB | 401,900 | $7.21M | 0.02% | +24,700+6.5% | Added |
| Summit Trail Advisors, LLC | 399,276 | $7.16M | 0.09% | −21,367−5.1% | Reduced |
| Great West Life Assurance Co | 399,195 | $7.14M | 0.01% | −31,416−7.3% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 382,310 | $6.85M | 0.01% | +382,310 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 381,510 | $6.84M | 0.03% | −5,443−1.4% | Reduced |
| Carroll Investors, Inc | 381,363 | $6.84M | 2.92% | +12,912+3.5% | Added |
| ExodusPoint Capital Management, LP | 372,216 | $6.67M | 0.06% | −124,865−25.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 371,600 | $6.66M | 0.05% | +371,600 | New |
| Anderson Hoagland & Co | 370,133 | $6.64M | 0.52% | +34,741+10.4% | Added |
| Arizona State Retirement System | 365,633 | $6.56M | 0.03% | +22,270+6.5% | Added |
| Storebrand Asset Management AS | 364,745 | $6.54M | 0.02% | −68,082−15.7% | Reduced |
| Public Employees Retirement System of Ohio | 360,578 | $6.47M | 0.02% | +7,328+2.1% | Added |
| Private Advisor Group, LLC | 355,655 | $6.38M | 0.03% | +14,793+4.3% | Added |
| Resona Asset Management Co.,Ltd. | 344,006 | $6.18M | 0.03% | −19,957−5.5% | Reduced |
| American Century Companies Inc | 339,358 | $6.08M | 0.00% | +21,101+6.6% | Added |
| Janney Montgomery Scott LLC | 338,150 | $6.06M | 0.01% | +67,239+24.8% | Added |
| Federation des caisses Desjardins du Quebec | 337,402 | $6.05M | 0.02% | +63,381+23.1% | Added |
| Optiver Holding B.V. | 333,146 | $5.97M | 0.09% | −1,996,329−85.7% | Reduced |
| SEI Investments Co | 332,537 | $5.96M | 0.01% | −44,603−11.8% | Reduced |
| Westbourne Investment Advisors, Inc. | 332,102 | $5.95M | 1.64% | +52,559+18.8% | Added |
| LGT Fund Management Co Ltd. | 324,700 | $5.82M | 0.24% | +151,500+87.5% | Added |
| Sava Infond d.o.o. | 324,100 | $5.81M | 0.41% | +225,050+227.2% | Added |
| Nykredit A/S | 312,985 | $5.61M | 0.02% | +312,985 | New |
| Hudson Bay Capital Management LP | 304,271 | $5.46M | 0.03% | −920,000−75.1% | Reduced |
| Cerity Partners LLC | 298,310 | $5.35M | 0.01% | −3,807−1.3% | Reduced |
| D.A. Davidson & Co. | 297,659 | $5.34M | 0.03% | +29,811+11.1% | Added |
| Headlands Technologies LLC | 292,302 | $5.24M | 0.56% | +205,844+238.1% | Added |
| Creative Planning | 286,788 | $5.14M | 0.00% | −7,807−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 286,663 | $5.14M | 0.00% | −1,339,121−82.4% | Reduced |
| IFM Investors Pty Ltd | 285,967 | $5.13M | 0.03% | +39,874+16.2% | Added |
| Well Done, LLC | 285,900 | $5.13M | 0.69% | +33,800+13.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 276,218 | $4.95M | 0.01% | +33,144+13.6% | Added |
| Canada Pension Plan Investment Board | 273,500 | $4.90M | 0.00% | +7,400+2.8% | Added |
| Xcel Wealth Management, LLC | 269,738 | $4.84M | 1.16% | +110,773+69.7% | Added |
| Parkside Investments, LLC | 268,370 | $4.81M | 0.54% | −10,470−3.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 254,077 | $4.77M | 0.01% | −16,845−6.2% | Reduced |
| Group One Trading, L.P. | 260,866 | $4.68M | 0.13% | −997,008−79.3% | Reduced |
| Gateway Investment Advisers LLC | 259,770 | $4.66M | 0.05% | +90,050+53.1% | Added |
| Sanctuary Advisors, LLC | 255,347 | $4.58M | 0.02% | +15,860+6.6% | Added |
| SEB Asset Management AB | 254,382 | $4.56M | 0.02% | +8,287+3.4% | Added |
| Sullivan Wood Capital Management LLC | 250,395 | $4.49M | 6.15% | +38,750+18.3% | Added |
| Teamwork Financial Advisors, LLC | 249,482 | $4.47M | 0.42% | +36,693+17.2% | Added |
| TD Asset Management Inc | 249,385 | $4.47M | 0.00% | +2,765+1.1% | Added |
| Consolidated Investment Group LLC | 248,480 | $4.46M | 0.39% | 00.0% | Unchanged |
| Sound Capital Solutions LLC | 248,140 | $4.45M | 1.04% | +248,140 | New |
| Oppenheimer & Co Inc | 247,271 | $4.43M | 0.05% | +87,403+54.7% | Added |
| Old Second National Bank of Aurora | 240,860 | $4.32M | 0.81% | +67,421+38.9% | Added |
| Wealthfront Advisers LLC | 236,417 | $4.24M | 0.01% | +52,189+28.3% | Added |
| Envestnet Asset Management Inc | 235,325 | $4.22M | 0.00% | +64,378+37.7% | Added |
| Pegasus Asset Management, Inc. | 229,283 | $4.11M | 1.17% | +16,497+7.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 225,592 | $4.04M | 0.53% | −46,935−17.2% | Reduced |
| RFG Advisory, LLC | 224,941 | $4.03M | 0.06% | +29,103+14.9% | Added |
| Van Eck Associates Corp | 224,032 | $4.02M | 0.00% | +28,277+14.4% | Added |
| Kestra Advisory Services, LLC | 219,568 | $3.94M | 0.01% | +6,201+2.9% | Added |
| Truist Financial Corp | 218,677 | $3.92M | 0.00% | +141,337+182.7% | Added |
| Wealthspire Advisors, LLC | 218,172 | $3.91M | 0.02% | +218,172 | New |
| Steward Partners Investment Advisory, LLC | 211,356 | $3.79M | 0.02% | +178,838+550.0% | Added |