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 |
|---|---|---|---|---|---|
| Eddie Patel Inc | 39,172 | $702.3K | 0.42% | +8,048+25.9% | Added |
| Atomi Financial Group, Inc. | 38,730 | $694.4K | 0.02% | +133+0.3% | Added |
| CIBC World Markets Inc. | 38,674 | $693.4K | 0.00% | +24,149+166.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 38,405 | $688.6K | 0.07% | −27,927−42.1% | Reduced |
| Twin Tree Management, LP | 37,916 | $679.8K | 0.11% | +37,916 | New |
| EverSource Wealth Advisors, LLC | 37,832 | $678.3K | 0.02% | +33,445+762.4% | Added |
| Valeo Financial Advisors, LLC | 36,716 | $658.3K | 0.01% | +2,240+6.5% | Added |
| Rathbone Brothers plc | 36,246 | $649.9K | 0.00% | +16,150+80.4% | Added |
| North Dakota State Investment Board | 36,055 | $646.5K | 0.03% | +1,008+2.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 35,744 | $639.1K | 0.02% | −4,221−10.6% | Reduced |
| Nikulski Financial, Inc. | 35,595 | $638.2K | 0.14% | −465−1.3% | Reduced |
| Groupe la Francaise | 35,170 | $630.6K | 0.01% | +35,170 | New |
| Sterling Capital Management LLC | 34,611 | $620.6K | 0.01% | −2,010−5.5% | Reduced |
| Benjamin Edwards Inc | 33,853 | $607.0K | 0.01% | +13,758+68.5% | Added |
| COFG Advisors, LLC | 33,591 | $602.3K | 0.10% | −1,662−4.7% | Reduced |
| Voleon Capital Management LP | 33,551 | $601.6K | 0.01% | −246,298−88.0% | Reduced |
| Wealthspan Partners, LLC | 33,327 | $597.6K | 0.19% | +3,880+13.2% | Added |
| Independent Advisor Alliance | 33,113 | $593.7K | 0.01% | −2,899−8.1% | Reduced |
| Farther Finance Advisors, LLC | 32,596 | $584.6K | 0.00% | +5,819+21.7% | Added |
| Umb Bank N A | 32,587 | $584.3K | 0.01% | −53−0.2% | Reduced |
| MSH Capital Advisors LLC | 31,794 | $570.1K | 0.10% | +31,794 | New |
| 111 Capital | 31,652 | $567.5K | 0.10% | +14,417+83.6% | Added |
| Everence Capital Management Inc | 31,464 | $564.0K | 0.03% | −7,467−19.2% | Reduced |
| AE Wealth Management LLC | 31,024 | $556.3K | 0.00% | +5,734+22.7% | Added |
| UniSuper Management Pty Ltd | 30,910 | $554.2K | 0.00% | +8,910+40.5% | Added |
| Pensionmark Financial Group, LLC | 34,630 | $553.7K | 0.01% | −7,726−18.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 30,713 | $550.7K | 0.00% | 00.0% | Unchanged |
| Callan Family Office, LLC | 30,675 | $550.0K | 0.01% | +2,099+7.3% | Added |
| Kingsview Wealth Management, LLC | 30,651 | $549.6K | 0.01% | +18,044+143.1% | Added |
| Trueblood Wealth Management, LLC | 30,520 | $547.2K | 0.19% | +16,430+116.6% | Added |
| Simplicity Wealth,LLC | 30,310 | $543.5K | 0.02% | −47,833−61.2% | Reduced |
| NVWM, LLC | 30,027 | $538.4K | 0.11% | +2,093+7.5% | Added |
| Aptus Capital Advisors, LLC | 30,008 | $538.0K | 0.00% | −2,346−7.3% | Reduced |
| Diker Management LLC | 30,000 | $538.0K | 0.41% | +30,000 | New |
| Machina Capital S.A.S. | 29,897 | $536.1K | 0.08% | +29,897 | New |
| Thoroughbred Financial Services, LLC | 29,940 | $536.0K | 0.03% | −11,115−27.1% | Reduced |
| NorthRock Partners, LLC | 29,881 | $535.8K | 0.01% | +6,932+30.2% | Added |
| E. Ohman J:or Asset Management AB | 29,677 | $532.1K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 29,426 | $527.6K | 0.01% | +29,426 | New |
| Wiley Bros.-Aintree Capital, LLC | 29,300 | $525.3K | 0.00% | −1,822−5.9% | Reduced |
| Sienna Gestion | 28,358 | $521.6K | 0.03% | +28,358 | New |
| Avanza Fonder AB | 28,995 | $519.9K | 0.01% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 30,021 | $518.9K | 0.29% | +11,165+59.2% | Added |
| Sequoia Financial Advisors, LLC | 28,811 | $516.6K | 0.00% | −465−1.6% | Reduced |
| Capital Advisors Inc | 28,324 | $507.8K | 0.01% | +615+2.2% | Added |
| McGuire Investment Group, LLC | 28,318 | $507.7K | 0.04% | −7,800−21.6% | Reduced |
| Macquarie Group Ltd | 28,014 | $502.3K | 0.00% | −1,481−5.0% | Reduced |
| Allianz Asset Management GmbH | 27,740 | $497.4K | 0.00% | −9,977−26.5% | Reduced |
| Capital Markets Trading UK LLP | 27,684 | $496.0K | 0.35% | −13,232−32.3% | Reduced |
| Insigneo Advisory Services, LLC | 27,559 | $494.1K | 0.02% | +27,559 | New |
| Index Technologies Group LLC | 27,227 | $488.2K | 0.39% | −6,396−19.0% | Reduced |
| Wealthcare Advisory Partners LLC | 27,011 | $484.3K | 0.01% | +4,007+17.4% | Added |
| Hexagon Capital Partners LLC | 26,984 | $483.8K | 0.07% | +925+3.5% | Added |
| Freestone Capital Holdings, LLC | 26,878 | $481.9K | 0.01% | −3,216−10.7% | Reduced |
| MetLife Investment Management | 26,470 | $474.6K | 0.00% | −910−3.3% | Reduced |
| Archford Capital Strategies, LLC | 26,450 | $474.2K | 0.05% | +65+0.2% | Added |
| Wedmont Private Capital | 25,195 | $473.2K | 0.01% | +3,130+14.2% | Added |
| Correct Capital Wealth Management | 26,374 | $472.9K | 0.08% | +1,447+5.8% | Added |
| Meeder Advisory Services, Inc. | 26,367 | $472.8K | 0.02% | −6,556−19.9% | Reduced |
| Sumitomo Life Insurance Co | 26,329 | $472.1K | 0.01% | −26,054−49.7% | Reduced |
| Diversified Trust Co | 26,317 | $471.9K | 0.01% | −7,400−21.9% | Reduced |
| Spartan Wealth Advisory Services LLC | 26,252 | $470.7K | 0.04% | +4,317+19.7% | Added |
| Blue Chip Partners, Inc. | 26,071 | $467.5K | 0.03% | +26,071 | New |
| Resources Investment Advisors, LLC. | 26,015 | $466.5K | 0.00% | +1,239+5.0% | Added |
| Gladstone Institutional Advisory LLC | 25,957 | $465.4K | 0.01% | +5,133+24.6% | Added |
| Stratos Wealth Advisors, LLC | 25,436 | $456.1K | 0.03% | +1,328+5.5% | Added |
| Great Valley Advisor Group, Inc. | 25,276 | $453.0K | 0.01% | +3,061+13.8% | Added |
| Mayflower Financial Advisors, LLC | 24,790 | $444.5K | 0.04% | −4,412−15.1% | Reduced |
| Laurion Capital Management LP | 24,760 | $443.9K | 0.03% | −30,365−55.1% | Reduced |
| Perpetual Ltd | 24,670 | $442.3K | 0.01% | +442+1.8% | Added |
| Decision Investments, Inc | 24,240 | $434.6K | 0.40% | +4,174+20.8% | Added |
| Caisse de Depot Et Placement du Quebec | 24,230 | $434.4K | 0.00% | +24,230 | New |
| Kennedy Investment Group | 24,166 | $433.3K | 0.15% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 23,912 | $428.7K | 0.01% | +835+3.6% | Added |
| Pine Valley Investments Ltd Liability Co | 23,819 | $427.1K | 0.02% | +214+0.9% | Added |
| Ashton Thomas Private Wealth, LLC | 23,756 | $425.9K | 0.01% | +4,623+24.2% | Added |
| First Trust Advisors LP | 23,675 | $424.5K | 0.00% | −1,129,841−97.9% | Reduced |
| Fox Run Management, L.L.C. | 23,410 | $419.7K | 0.07% | +23,410 | New |
| Manchester Financial Inc | 23,371 | $419.0K | 0.07% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 23,000 | $412.4K | 0.14% | +23,000 | New |
| Mainstay Capital Management LLC | 22,961 | $411.7K | 0.03% | −684−2.9% | Reduced |
| Founders Financial Securities LLC | 22,511 | $403.6K | 0.02% | +1,034+4.8% | Added |
| Brevan Howard Capital Management LP | 22,417 | $401.9K | 0.01% | −96,668−81.2% | Reduced |
| StoneX Group Inc. | 24,081 | $401.6K | 0.02% | +5,872+32.2% | Added |
| Harbor Capital Advisors, Inc. | 22,283 | $400.0K | 0.03% | +47+0.2% | Added |
| NewEdge Wealth, LLC | 22,154 | $397.2K | 0.00% | +22,154 | New |
| Mediolanum International Funds Ltd | 21,824 | $397.0K | 0.00% | −92,581−80.9% | Reduced |
| Vestcor Inc | 22,100 | $396.0K | 0.01% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 21,860 | $392.0K | 0.04% | −10,224−31.9% | Reduced |
| Keybank National Association | 21,837 | $391.5K | 0.00% | −573−2.6% | Reduced |
| Assenagon Asset Management S.A. | 21,834 | $391.5K | 0.00% | +21,834 | New |
| We Are One Seven, LLC | 21,781 | $390.5K | 0.01% | +752+3.6% | Added |
| Bleakley Financial Group, LLC | 21,502 | $385.5K | 0.00% | +3,089+16.8% | Added |
| Erste Asset Management GmbH | 21,064 | $383.2K | 0.00% | +21,064 | New |
| one8zero8, LLC | 21,350 | $382.8K | 0.08% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 21,339 | $382.6K | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 21,243 | $380.9K | 0.00% | +734+3.6% | Added |
| Syon Capital LLC | 21,196 | $380.0K | 0.02% | +21,196 | New |
| Brookwood Investment Group LLC | 21,160 | $379.4K | 0.04% | +21,160 | New |
| Alpha Wealth Funds, LLC | 21,100 | $378.4K | 0.23% | +11,100+111.0% | Added |