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 |
|---|---|---|---|---|---|
| Andra AP-fonden | 203,999 | $3.66M | 0.04% | −42,941−17.4% | Reduced |
| Ensign Peak Advisors, Inc | 203,098 | $3.64M | 0.01% | −32,334−13.7% | Reduced |
| Toronto Dominion Bank | 201,755 | $3.62M | 0.01% | −1,992,277−90.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 201,170 | $3.61M | 0.00% | +13,528+7.2% | Added |
| Warm Springs Advisors Inc. | 200,000 | $3.59M | 2.48% | +40,000+25.0% | Added |
| Quantbot Technologies LP | 194,008 | $3.48M | 0.14% | +168,821+670.3% | Added |
| Stratos Wealth Partners, LTD. | 193,268 | $3.47M | 0.03% | −22,242−10.3% | Reduced |
| Utah Retirement Systems | 191,646 | $3.44M | 0.03% | −5,415−2.7% | Reduced |
| British Columbia Investment Management Corp | 191,171 | $3.43M | 0.02% | +17,014+9.8% | Added |
| Mfg Wealth Management, Inc. | 191,016 | $3.42M | 2.45% | +11,917+6.7% | Added |
| Fiduciary Alliance LLC | 190,990 | $3.42M | 0.23% | −86,827−31.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 190,280 | $3.41M | 0.03% | +162,438+583.4% | Added |
| Hourglass Capital, LLC | 188,700 | $3.38M | 0.67% | +18,900+11.1% | Added |
| Credit Agricole S A | 186,799 | $3.35M | 0.01% | +58,477+45.6% | Added |
| Xponance, Inc. | 183,860 | $3.30M | 0.02% | +1,434+0.8% | Added |
| J. Safra Sarasin Holding AG | 183,584 | $3.29M | 0.05% | +183,584 | New |
| KBC Group NV | 180,172 | $3.23M | 0.01% | −319,307−63.9% | Reduced |
| Empowered Funds, LLC | 174,961 | $3.14M | 0.02% | +109,257+166.3% | Added |
| Nissay Asset Management Corp | 171,111 | $3.07M | 0.01% | +9,032+5.6% | Added |
| CAPROCK Group, Inc. | 170,937 | $3.07M | 0.06% | −23,483−12.1% | Reduced |
| Baird Financial Group, Inc. | 170,770 | $3.06M | 0.00% | −357−0.2% | Reduced |
| Swedbank AB | 163,027 | $2.92M | 0.00% | +9,498+6.2% | Added |
| CMG Global Holdings, LLC | 156,330 | $2.80M | 1.19% | −5,674−3.5% | Reduced |
| Triumph Capital Management | 155,460 | $2.79M | 0.50% | +15,505+11.1% | Added |
| Taylor Frigon Capital Management LLC | 155,252 | $2.78M | 1.30% | +37,235+31.6% | Added |
| QRG Capital Management, Inc. | 154,404 | $2.77M | 0.02% | +8,449+5.8% | Added |
| Polymer Capital Management (US) LLC | 153,684 | $2.76M | 0.41% | +133,558+663.6% | Added |
| Intellus Advisors LLC | 153,337 | $2.75M | 0.33% | +18,300+13.6% | Added |
| Triglav Skladi, D.O.O. | 151,928 | $2.72M | 0.14% | +151,928 | New |
| Swiss Life Asset Management Ltd | 150,238 | $2.69M | 0.01% | +35,515+31.0% | Added |
| Daiwa Securities Group Inc. | 150,214 | $2.69M | 0.01% | −2,728,772−94.8% | Reduced |
| Man Group plc | 148,143 | $2.66M | 0.00% | −936,790−86.3% | Reduced |
| Elevatus Welath Management | 147,212 | $2.64M | 0.64% | +147,212 | New |
| OP Asset Management Ltd | 146,056 | $2.62M | 0.03% | −81,357−35.8% | Reduced |
| Tudor Investment Corp Et Al | 145,484 | $2.61M | 0.01% | +145,484 | New |
| Candriam Luxembourg S.C.A. | 145,453 | $2.61M | 0.01% | −548−0.4% | Reduced |
| Burney Co | 143,389 | $2.57M | 0.07% | +143,389 | New |
| TD Waterhouse Canada Inc. | 139,046 | $2.56M | 0.01% | +114,652+470.0% | Added |
| Illinois Municipal Retirement Fund | 140,864 | $2.53M | 0.03% | −48,985−25.8% | Reduced |
| Dark Forest Capital Management LP | 136,376 | $2.45M | 0.16% | −314,553−69.8% | Reduced |
| Caisse des Depots Et Consignations | 133,675 | $2.40M | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 130,641 | $2.34M | 0.01% | −6,316−4.6% | Reduced |
| Torrey Growth & Income Advisors | 130,796 | $2.34M | 0.79% | +4,769+3.8% | Added |
| CI Private Wealth, LLC | 130,371 | $2.34M | 0.00% | −51,550−28.3% | Reduced |
| Soviero Asset Management, LP | 130,000 | $2.33M | 1.13% | +130,000 | New |
| Mercer Global Advisors Inc | 128,074 | $2.30M | 0.00% | −15,696−10.9% | Reduced |
| US Bancorp | 126,572 | $2.27M | 0.00% | +14,357+12.8% | Added |
| Allworth Financial LP | 126,401 | $2.27M | 0.01% | −4,012−3.1% | Reduced |
| HighTower Advisors, LLC | 126,362 | $2.27M | 0.00% | +7,755+6.5% | Added |
| Venture Visionary Partners LLC | 126,356 | $2.27M | 0.06% | +126,356 | New |
| Kovitz Investment Group Partners, LLC | 125,645 | $2.25M | 0.05% | +2,000+1.6% | Added |
| Concurrent Investment Advisors, LLC | 124,688 | $2.24M | 0.02% | −4,293−3.3% | Reduced |
| Alliance Wealth Advisors, LLC | 122,358 | $2.19M | 0.41% | +113+0.1% | Added |
| Eurizon Capital SGR S.p.A. | 121,314 | $2.18M | 0.01% | +45,985+61.0% | Added |
| Baker Chad R | 121,415 | $2.18M | 0.35% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 120,618 | $2.16M | 0.01% | −4,714−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 118,220 | $2.12M | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 115,400 | $2.07M | 0.04% | +95+0.1% | Added |
| CIBC Bancorp USA Inc. | 114,556 | $2.05M | 0.00% | +459+0.4% | Added |
| Miller Financial Services LLC | 113,823 | $2.04M | 1.65% | +140+0.1% | Added |
| Arkadios Wealth Advisors | 113,587 | $2.04M | 0.03% | +40,217+54.8% | Added |
| IMA Wealth, Inc. | 113,211 | $2.03M | 0.13% | +113,057+73,413.6% | Added |
| Capital Advisors Wealth Management, LLC | 113,162 | $2.03M | 0.24% | +2,370+2.1% | Added |
| PEAK6 LLC | 111,893 | $2.01M | 0.05% | −504,711−81.9% | Reduced |
| Annex Advisory Services, LLC | 109,462 | $1.96M | 0.03% | +109,462 | New |
| Stance Capital LLC | 108,865 | $1.95M | 0.59% | +108,865 | New |
| Fortis Group Advisors, LLC | 108,795 | $1.95M | 0.31% | +33,451+44.4% | Added |
| River Street Advisors LLC | 107,677 | $1.93M | 0.57% | +51,885+93.0% | Added |
| Perennial Investment Advisors, LLC | 107,228 | $1.92M | 0.13% | +1,489+1.4% | Added |
| Catalyst Funds Management Pty Ltd | 107,194 | $1.92M | 0.11% | +60,549+129.8% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 105,760 | $1.90M | 0.02% | +5,600+5.6% | Added |
| Tradition Wealth Management, LLC | 104,443 | $1.87M | 0.11% | −545−0.5% | Reduced |
| Clean Yield Group | 102,471 | $1.84M | 0.46% | +4,038+4.1% | Added |
| Kestra Private Wealth Services, LLC | 102,300 | $1.83M | 0.02% | +35,908+54.1% | Added |
| Mackenzie Financial Corp | 102,008 | $1.83M | 0.00% | +2,146+2.1% | Added |
| LM Advisors LLC | 101,459 | $1.82M | 0.21% | +99,799+6,012.0% | Added |
| Leonteq Securities AG | 101,166 | $1.81M | 0.11% | +27,614+37.5% | Added |
| Firethorn Wealth Partners, LLC | 100,977 | $1.81M | 0.58% | −5,717−5.4% | Reduced |
| GatePass Capital, LLC | 100,134 | $1.80M | 0.69% | +320.0% | Added |
| Ameliora Wealth Management Ltd. | 100,000 | $1.79M | 0.53% | 00.0% | Unchanged |
| Voya Investment Management LLC | 99,721 | $1.79M | 0.00% | +7,208+7.8% | Added |
| Brinker Capital Investments, LLC | 97,808 | $1.75M | 0.01% | +15,269+18.5% | Added |
| IFP Advisors, Inc | 96,742 | $1.73M | 0.03% | −2,071−2.1% | Reduced |
| Prospera Financial Services Inc | 96,191 | $1.72M | 0.03% | +8,199+9.3% | Added |
| Miracle Mile Advisors, LLC | 96,007 | $1.72M | 0.02% | +925+1.0% | Added |
| Gulf International Bank (UK) Ltd | 95,924 | $1.72M | 0.03% | −1,876−1.9% | Reduced |
| Lido Advisors, LLC | 95,751 | $1.72M | 0.01% | −35,241−26.9% | Reduced |
| Advisory Services Network, LLC | 95,098 | $1.71M | 0.02% | +57,069+150.1% | Added |
| JustInvest LLC | 94,648 | $1.70M | 0.01% | −12,218−11.4% | Reduced |
| Davy Global Fund Management Ltd | 93,137 | $1.67M | 0.11% | +1,026+1.1% | Added |
| Slow Capital, Inc. | 92,554 | $1.66M | 0.19% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 91,778 | $1.65M | 0.03% | +453+0.5% | Added |
| Kovack Advisors, Inc. | 88,436 | $1.63M | 0.08% | +1,360+1.6% | Added |
| Rafferty Asset Management, LLC | 90,071 | $1.61M | 0.00% | +90,071 | New |
| Equitable Holdings, Inc. | 89,808 | $1.61M | 0.01% | +16,747+22.9% | Added |
| Harbour Investments, Inc. | 89,787 | $1.61M | 0.02% | +6,621+8.0% | Added |
| Saudi Central Bank | 89,268 | $1.60M | 0.02% | +42,625+91.4% | Added |
| Jupiter Topco LLC | 89,200 | $1.60M | 0.00% | +89,200 | New |
| Captrust Financial Advisors | 87,980 | $1.58M | 0.00% | −16,108−15.5% | Reduced |
| Pathstone Holdings, LLC | 87,529 | $1.57M | 0.00% | −1,541−1.7% | Reduced |