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 |
|---|---|---|---|---|---|
| TCG Advisory Services, LLC | 87,197 | $1.56M | 0.03% | +5,045+6.1% | Added |
| O'Shaughnessy Asset Management, LLC | 86,321 | $1.55M | 0.01% | −8,697−9.2% | Reduced |
| Ameritas Advisory Services, LLC | 86,190 | $1.55M | 0.03% | +86,190 | New |
| Hudock, Inc. | 84,074 | $1.51M | 0.19% | +15,184+22.0% | Added |
| Intech Investment Management LLC | 82,806 | $1.48M | 0.01% | −476,441−85.2% | Reduced |
| Investment Management Corp of Ontario | 81,330 | $1.46M | 0.02% | −9,100−10.1% | Reduced |
| Independent Financial Group, LLC | 81,145 | $1.45M | 0.03% | −12,513−13.4% | Reduced |
| Steinberganna Wealth Management | 80,450 | $1.44M | 0.59% | 00.0% | Unchanged |
| Firsthand Capital Management, Inc. | 80,000 | $1.43M | 2.29% | 00.0% | Unchanged |
| Sigma Planning Corp | 79,778 | $1.43M | 0.04% | +15,497+24.1% | Added |
| Franklin Resources Inc | 79,503 | $1.43M | 0.00% | −2,426−3.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 78,427 | $1.41M | 0.45% | −13,850−15.0% | Reduced |
| Spire Wealth Management | 77,238 | $1.38M | 0.04% | −882−1.1% | Reduced |
| EntryPoint Capital, LLC | 77,128 | $1.38M | 0.34% | +40,364+109.8% | Added |
| Centaurus Financial, Inc. | 77,075 | $1.38M | 0.05% | +4,701+6.5% | Added |
| Nwam LLC | 76,564 | $1.37M | 0.07% | +15,108+24.6% | Added |
| Two Sigma Securities, LLC | 75,115 | $1.35M | 0.12% | +18,557+32.8% | Added |
| Rakuten Investment Management, Inc. | 73,377 | $1.33M | 0.00% | +10,290+16.3% | Added |
| Abn Amro Investment Solutions | 73,601 | $1.32M | 0.01% | +11,922+19.3% | Added |
| Woodline Partners LP | 72,791 | $1.31M | 0.00% | +23,329+47.2% | Added |
| Manufacturers Life Insurance Company, The | 72,575 | $1.30M | 0.00% | +730+1.0% | Added |
| Bank of Nova Scotia | 72,567 | $1.30M | 0.00% | +11,458+18.8% | Added |
| Belpointe Asset Management LLC | 72,255 | $1.30M | 0.04% | +48,865+208.9% | Added |
| National Pension Service | 71,813 | $1.29M | 0.00% | −1,748,292−96.1% | Reduced |
| BluePath Capital Management, LLC | 71,793 | $1.29M | 0.71% | +22,026+44.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 70,457 | $1.26M | 0.03% | +70,457 | New |
| Fideuram Asset Management (Ireland) dac | 72,184 | $1.25M | 0.02% | +72,184 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 67,759 | $1.21M | 0.02% | +56,664+510.7% | Added |
| Midwest Professional Planners, LTD. | 67,512 | $1.21M | 0.24% | −153−0.2% | Reduced |
| Maryland State Retirement & Pension System | 67,291 | $1.21M | 0.02% | +6,349+10.4% | Added |
| Solidarilty Wealth, LLC | 65,661 | $1.18M | 0.21% | 00.0% | Unchanged |
| Polen Capital Management LLC | 65,611 | $1.18M | 0.01% | −37,734−36.5% | Reduced |
| Gsa Capital Partners LLP | 65,121 | $1.17M | 0.07% | −537−0.8% | Reduced |
| Schroder Investment Management Group | 64,468 | $1.16M | 0.00% | +899+1.4% | Added |
| Norris Financial Group, LLC | 63,617 | $1.14M | 0.45% | +11,474+22.0% | Added |
| Philadelphia Investment Partners, LLC | 63,397 | $1.14M | 0.71% | −491−0.8% | Reduced |
| Integrated Wealth Concepts LLC | 63,346 | $1.14M | 0.01% | +99+0.2% | Added |
| Global Retirement Partners, LLC | 63,124 | $1.13M | 0.02% | +63,124 | New |
| CWM Advisors, LLC | 61,796 | $1.11M | 0.05% | +8,330+15.6% | Added |
| Fortis Capital Advisors, LLC | 61,051 | $1.09M | 0.12% | +61,051 | New |
| Amalgamated Bank | 60,991 | $1.09M | 0.01% | −5,770−8.6% | Reduced |
| RPG Investment Advisory, LLC | 60,750 | $1.09M | 0.11% | +19,960+48.9% | Added |
| CIBC Asset Management Inc | 60,263 | $1.08M | 0.00% | +2,700+4.7% | Added |
| Guardian Partners Inc. | 60,000 | $1.08M | 0.10% | +60,000 | New |
| Connective Portfolio Management, LLC | 60,000 | $1.08M | 1.79% | +60,000 | New |
| Eventide Asset Management, LLC | 58,099 | $1.06M | 0.01% | +35,197+153.7% | Added |
| Matisse Capital | 58,563 | $1.05M | 0.42% | +12,336+26.7% | Added |
| M&T Bank Corp | 58,367 | $1.05M | 0.00% | +1,007+1.8% | Added |
| PFG Investments, LLC | 57,961 | $1.04M | 0.04% | +2,223+4.0% | Added |
| The PNC Financial Services Group, Inc. | 57,336 | $1.03M | 0.00% | +3,543+6.6% | Added |
| Elequin Capital LP | 57,083 | $1.02M | 0.03% | +56,132+5,902.4% | Added |
| AlphaCore Capital LLC | 56,607 | $1.01M | 0.02% | +20,250+55.7% | Added |
| Brookstone Capital Management | 55,563 | $996.3K | 0.01% | +1,147+2.1% | Added |
| San Luis Wealth Advisors LLC | 55,416 | $993.6K | 0.15% | +80.0% | Added |
| Merit Financial Group, LLC | 55,304 | $991.6K | 0.01% | −3,100−5.3% | Reduced |
| Axxion S.A. | 54,480 | $976.8K | 0.07% | +54,480 | New |
| Soltis Investment Advisors LLC | 53,492 | $959.1K | 0.06% | −15,430−22.4% | Reduced |
| Howland Capital Management LLC | 53,347 | $956.5K | 0.03% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 53,069 | $951.5K | 0.01% | +16,539+45.3% | Added |
| Beacon Pointe Advisors, LLC | 52,919 | $948.8K | 0.00% | +2,018+4.0% | Added |
| Stansberry Asset Management, LLC | 52,837 | $947.4K | 0.09% | −3,061−5.5% | Reduced |
| Viewpoint Capital Management LLC | 51,817 | $929.1K | 0.47% | 00.0% | Unchanged |
| Keystone Financial Services, LLC | 51,714 | $927.2K | 0.56% | −487−0.9% | Reduced |
| Rhodes Investment Advisors Inc | 51,566 | $924.6K | 0.68% | +16,458+46.9% | Added |
| Means Investment Co., Inc. | 51,378 | $921.2K | 0.07% | 00.0% | Unchanged |
| Stifel Financial Corp | 51,377 | $921.2K | 0.00% | +21,092+69.6% | Added |
| Elo Mutual Pension Insurance Co | 51,076 | $915.8K | 0.01% | −71,067−58.2% | Reduced |
| Knightsbridge Asset Management, LLC | 50,948 | $913.5K | 0.12% | +50,948 | New |
| Allstate Corp | 50,410 | $903.9K | 0.01% | −39,924−44.2% | Reduced |
| Pathway Financial Advisers, LLC | 49,491 | $887.4K | 0.22% | −34−0.1% | Reduced |
| Standard Life Aberdeen plc | 48,912 | $877.0K | 0.00% | +36,742+301.9% | Added |
| MAI Capital Management | 48,807 | $875.1K | 0.00% | +877+1.8% | Added |
| Florida Financial Advisors, LLC | 48,180 | $863.9K | 0.15% | +12,745+36.0% | Added |
| Neuberger Berman Group LLC | 47,709 | $855.4K | 0.00% | −7,300−13.3% | Reduced |
| Prudential Financial Inc | 47,231 | $846.9K | 0.00% | −2,555−5.1% | Reduced |
| First National Trust Co | 46,821 | $839.5K | 0.03% | +7,995+20.6% | Added |
| Marathon Trading Investment Management LLC | 46,737 | $838.0K | 0.10% | +40,705+674.8% | Added |
| Krilogy Financial LLC | 46,498 | $833.7K | 0.02% | +6,714+16.9% | Added |
| WCG Wealth Advisors LLC | 46,181 | $828.0K | 0.02% | +20,209+77.8% | Added |
| Level Four Advisory Services, LLC | 45,937 | $823.6K | 0.02% | +1,640+3.7% | Added |
| TownSquare Capital, LLC | 45,656 | $818.6K | 0.15% | +45,656 | New |
| Osmosis Investment Management UK Ltd | 45,410 | $814.2K | 0.04% | −52,436−53.6% | Reduced |
| Custom Index Systems, LLC | 45,269 | $811.7K | 0.29% | −9,707−17.7% | Reduced |
| Raiffeisen Bank International AG | 44,380 | $807.3K | 0.01% | +43,106+3,383.5% | Added |
| Pinnacle Associates Ltd | 44,336 | $794.9K | 0.01% | −810−1.8% | Reduced |
| Sepio Capital, LP | 43,668 | $783.0K | 0.04% | −5,055−10.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 43,644 | $782.5K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 45,861 | $780.0K | 0.00% | +24,393+113.6% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $779.8K | 0.02% | 00.0% | Unchanged |
| Mangrove Partners | 43,305 | $776.5K | 0.05% | 00.0% | Unchanged |
| Fifth Third Bancorp | 43,191 | $774.4K | 0.00% | +30,769+247.7% | Added |
| Sowell Financial Services LLC | 42,378 | $759.8K | 0.02% | +4,613+12.2% | Added |
| Perigon Wealth Management, LLC | 41,604 | $746.0K | 0.01% | +7,349+21.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 41,200 | $738.7K | 0.02% | +9,100+28.3% | Added |
| KLCM Advisors, Inc. | 41,196 | $738.6K | 0.06% | +185+0.5% | Added |
| Victory Financial Group, LLC | 41,188 | $738.5K | 0.08% | +6,515+18.8% | Added |
| Evolve Private Wealth, LLC | 40,503 | $726.2K | 0.04% | +40,503 | New |
| Floyd Financial Group LLC | 38,708 | $718.0K | 0.47% | −1,414−3.5% | Reduced |
| Stevens Capital Management LP | 39,401 | $706.0K | 0.17% | −172,986−81.4% | Reduced |
| Vident Advisory, LLC | 39,288 | $704.4K | 0.01% | −1,989−4.8% | Reduced |