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 |
|---|---|---|---|---|---|
| Legend Capital Advisors LLC | 21,090 | $378.1K | 0.21% | −4,335−17.1% | Reduced |
| Cozad Asset Management Inc | 21,057 | $377.6K | 0.02% | 00.0% | Unchanged |
| Omers Administration Corp | 21,033 | $377.1K | 0.00% | +7,748+58.3% | Added |
| Triad Wealth Partners, LLC | 20,736 | $373.9K | 0.02% | +20,736 | New |
| N.E.W. Advisory Services LLC | 20,837 | $373.6K | 0.02% | +79+0.4% | Added |
| Carnegie Lake Advisors LLC | 20,550 | $368.5K | 0.14% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 20,327 | $364.5K | 0.08% | +20,327 | New |
| Principal Securities, Inc. | 20,298 | $363.9K | 0.00% | +1,589+8.5% | Added |
| Southern Financial Group, LLC | 20,215 | $362.5K | 0.09% | +870+4.5% | Added |
| USAdvisors Wealth Management, LLC | 20,140 | $361.0K | 0.10% | +1,415+7.6% | Added |
| Shay Capital LLC | 20,100 | $360.4K | 0.04% | +20,100 | New |
| Integrity Alliance, LLC. | 19,955 | $357.8K | 0.01% | −205−1.0% | Reduced |
| Prudential PLC | 19,838 | $355.7K | 0.00% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 21,588 | $355.3K | 0.11% | +720+3.5% | Added |
| Change Path, LLC | 19,812 | $355.2K | 0.01% | −8,393−29.8% | Reduced |
| Marshall Financial Group LLC | 19,812 | $355.2K | 0.05% | +361+1.9% | Added |
| Motley Fool Asset Management LLC | 19,686 | $353.0K | 0.01% | −4,478−18.5% | Reduced |
| Citizens Financial Group Inc | 19,567 | $350.8K | 0.00% | +19,567 | New |
| Thrive Wealth Management, LLC | 19,347 | $346.9K | 0.04% | −1,963−9.2% | Reduced |
| Coldstream Capital Management Inc | 19,318 | $346.4K | 0.00% | −5,375−21.8% | Reduced |
| Calton & Associates, Inc. | 19,280 | $345.7K | 0.05% | +748+4.0% | Added |
| Jacobi Capital Management LLC | 19,065 | $341.8K | 0.02% | −2,000−9.5% | Reduced |
| Siemens Fonds Invest GmbH | 18,867 | $338.3K | 0.02% | +553+3.0% | Added |
| Capital Investment Advisors, LLC | 18,800 | $337.1K | 0.00% | +4,177+28.6% | Added |
| Axq Capital, LP | 18,628 | $334.0K | 0.04% | −73,394−79.8% | Reduced |
| United Capital Financial Advisers, LLC | 18,582 | $333.2K | 0.00% | +1,571+9.2% | Added |
| International Assets Investment Management, LLC | 17,810 | $328.4K | 0.02% | +4,050+29.4% | Added |
| Interchange Capital Partners, LLC | 17,912 | $321.1K | 0.06% | +17,912 | New |
| Intrua Financial, LLC | 17,765 | $318.5K | 0.03% | +2,768+18.5% | Added |
| Lake Street Financial LLC | 17,728 | $317.9K | 0.04% | +6,040+51.7% | Added |
| Probity Advisors, Inc. | 17,712 | $317.6K | 0.05% | −142−0.8% | Reduced |
| SNS Financial Group, LLC | 17,701 | $317.4K | 0.01% | +17,701 | New |
| Apollon Wealth Management, LLC | 17,643 | $316.3K | 0.00% | −23,112−56.7% | Reduced |
| Fiduciary Financial Group, LLC | 17,589 | $315.4K | 0.04% | +17,589 | New |
| Westmount Partners, LLC | 17,574 | $315.1K | 0.07% | −1,000−5.4% | Reduced |
| Asset One Wealth Management LLC | 17,462 | $312.0K | 0.03% | +17,462 | New |
| Prime Capital Investment Advisors, LLC | 17,303 | $310.2K | 0.00% | +1,382+8.7% | Added |
| Global Financial Private Client, LLC | 17,226 | $308.9K | 0.08% | +5,603+48.2% | Added |
| Bensler, LLC | 17,200 | $308.4K | 0.03% | −250−1.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,990 | $304.6K | 0.01% | −5,836−25.6% | Reduced |
| Yousif Capital Management, LLC | 16,786 | $301.0K | 0.00% | +691+4.3% | Added |
| Aldebaran Financial Inc. | 16,629 | $298.2K | 0.24% | −731−4.2% | Reduced |
| EP Wealth Advisors, LLC | 16,614 | $297.9K | 0.00% | +16,614 | New |
| Karras Company, Inc. | 16,600 | $297.6K | 0.27% | −436−2.6% | Reduced |
| Garden State Investment Advisory Services LLC | 16,556 | $296.9K | 0.06% | +50+0.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 16,470 | $295.3K | 0.02% | +885+5.7% | Added |
| Albion Financial Group | 16,415 | $294.3K | 0.02% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 16,320 | $292.6K | 0.00% | 00.0% | Unchanged |
| BankChampaign, National Association | 16,159 | $289.7K | 0.22% | +173+1.1% | Added |
| Truefg, LLC | 16,125 | $289.1K | 0.07% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 16,118 | $289.0K | 0.05% | −2,442−13.2% | Reduced |
| Entropy Technologies, LP | 16,111 | $288.9K | 0.01% | −894,489−98.2% | Reduced |
| Oxford Financial Group Ltd | 16,020 | $287.2K | 0.01% | +20+0.1% | Added |
| Capstone Investment Advisors, LLC | 15,930 | $285.6K | 0.00% | −429−2.6% | Reduced |
| Visionary Wealth Advisors | 15,869 | $284.5K | 0.01% | +1,632+11.5% | Added |
| Avion Wealth | 11,084 | $284.0K | 0.05% | +27+0.2% | Added |
| Cary Street Partners Financial LLC | 15,798 | $283.3K | 0.01% | +400+2.6% | Added |
| Avestar Capital, LLC | 15,724 | $281.9K | 0.02% | −111−0.7% | Reduced |
| Northwest Wealth Management, LLC | 15,723 | $281.9K | 0.04% | −81−0.5% | Reduced |
| Frec Markets, Inc. | 15,554 | $278.9K | 0.03% | +15,554 | New |
| HB Wealth Management, LLC | 15,550 | $278.8K | 0.00% | +793+5.4% | Added |
| Fermata Advisors, LLC | 15,429 | $276.6K | 0.06% | +719+4.9% | Added |
| IFS Group,LLC | 15,325 | $274.8K | 0.38% | +355+2.4% | Added |
| Ritholtz Wealth Management | 15,111 | $270.9K | 0.00% | −18,640−55.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 15,045 | $269.8K | 0.03% | −30−0.2% | Reduced |
| Fortis Advisors, LLC | 15,000 | $268.9K | 0.13% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 14,899 | $267.1K | 0.15% | −1,800−10.8% | Reduced |
| Pallas Capital Advisors LLC | 14,846 | $266.2K | 0.01% | −10,258−40.9% | Reduced |
| NWF Advisory Services Inc. | 14,825 | $265.8K | 0.02% | +14,825 | New |
| Redhawk Wealth Advisors, Inc. | 14,811 | $265.6K | 0.03% | +300+2.1% | Added |
| Procyon Private Wealth Partners, LLC | 14,702 | $263.6K | 0.01% | +1,315+9.8% | Added |
| Tempus Wealth Planning, LLC | 14,694 | $263.5K | 0.05% | +14,694 | New |
| Ballentine Partners, LLC | 14,608 | $261.9K | 0.00% | +601+4.3% | Added |
| Betterment LLC | 14,556 | $261.0K | 0.00% | +4,479+44.4% | Added |
| Financial Advisory Service, Inc. | 14,550 | $260.9K | 0.01% | +185+1.3% | Added |
| Capital Investment Advisory Services, LLC | 14,524 | $260.4K | 0.02% | +14,524 | New |
| PKS Advisory Services, LLC | 14,475 | $259.5K | 0.04% | +975+7.2% | Added |
| Paradigm Financial Partners, LLC | 14,450 | $259.1K | 0.02% | +3,300+29.6% | Added |
| Ostrum Asset Management | 14,393 | $258.1K | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 14,342 | $257.2K | 0.03% | −110−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 14,288 | $256.2K | 0.00% | −1,672−10.5% | Reduced |
| Moneta Group Investment Advisors LLC | 14,256 | $255.6K | 0.00% | +3,710+35.2% | Added |
| Key Client Fiduciary Advisors, LLC | 14,224 | $255.0K | 0.07% | +513+3.7% | Added |
| GAMMA Investing LLC | 14,202 | $254.6K | 0.01% | +3,280+30.0% | Added |
| Parallel Advisors, LLC | 14,045 | $251.8K | 0.00% | +1,285+10.1% | Added |
| Armistice Capital, LLC | 13,954 | $250.2K | 0.01% | +13,954 | New |
| Clearstead Advisors, LLC | 13,860 | $248.5K | 0.00% | +10,614+327.0% | Added |
| Ring Mountain Capital, LLC | 13,850 | $248.3K | 0.10% | −1,532−10.0% | Reduced |
| Mutual Advisors, LLC | 13,829 | $248.0K | 0.00% | −47,973−77.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 13,606 | $244.0K | 0.07% | +123+0.9% | Added |
| Plum Street Advisors, LLC | 13,577 | $243.4K | 0.08% | 00.0% | Unchanged |
| White Wing Wealth Management | 13,466 | $241.4K | 0.13% | +484+3.7% | Added |
| Pure Financial Advisors, Inc. | 13,419 | $240.6K | 0.00% | +2,066+18.2% | Added |
| Fieldview Capital Management, LLC | 13,198 | $236.6K | 0.07% | −15,206−53.5% | Reduced |
| Palacios Wealth Management, LLC | 13,164 | $236.0K | 0.14% | −982−6.9% | Reduced |
| Ausdal Financial Partners, Inc. | 13,104 | $235.0K | 0.01% | +87+0.7% | Added |
| F&V Capital Management, LLC | 13,000 | $233.0K | 0.04% | 00.0% | Unchanged |
| Axim Planning & Wealth | 12,859 | $230.6K | 0.33% | +1,359+11.8% | Added |
| Norden Group LLC | 12,830 | $230.1K | 0.02% | +1,866+17.0% | Added |
| Glenmede Trust Co NA | 12,813 | $229.7K | 0.00% | +793+6.6% | Added |