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 |
|---|---|---|---|---|---|
| L2 Asset Management, LLC | 12,802 | $229.5K | 0.02% | −4,892−27.6% | Reduced |
| Park Avenue Securities LLC | 12,719 | $228.0K | 0.00% | −103−0.8% | Reduced |
| Commerce Bank | 12,560 | $225.2K | 0.00% | −2,053−14.0% | Reduced |
| Millennium Capital Advisors, LLC | 12,550 | $225.0K | 0.12% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12,527 | $224.6K | 0.06% | −3,305−20.9% | Reduced |
| Wellington Management Group LLP | 12,492 | $224.0K | 0.00% | +1,455+13.2% | Added |
| Mutual of America Capital Management LLC | 12,469 | $223.6K | 0.00% | +12,469 | New |
| Delta Investment Management, LLC | 12,469 | $223.6K | 0.04% | +12,469 | New |
| WoodTrust Financial Corp | 12,400 | $222.0K | 0.03% | 00.0% | Unchanged |
| Kercheville Advisors, LLC | 12,290 | $220.4K | 0.07% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 12,275 | $220.1K | 0.09% | +12,275 | New |
| Global Assets Advisory, LLC | 11,725 | $218.5K | 0.05% | +4,300+57.9% | Added |
| Brown Advisory Inc | 12,163 | $218.1K | 0.00% | +12,163 | New |
| Cigna Investments Inc | 12,171 | $218.0K | 0.03% | +731+6.4% | Added |
| Clear Creek Financial Management, LLC | 12,155 | $217.9K | 0.01% | +12,155 | New |
| Phoenix Holdings Ltd. | 12,115 | $216.6K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 12,045 | $216.0K | 0.01% | +12,045 | New |
| Principal Financial Group Inc | 12,027 | $215.6K | 0.00% | −23,344−66.0% | Reduced |
| Dynasty Wealth Management, LLC | 11,800 | $211.6K | 0.00% | −3,775−24.2% | Reduced |
| Root Financial Partners, LLC | 11,640 | $208.7K | 0.01% | −713−5.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $206.2K | 0.05% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 11,511 | $206.0K | 0.02% | −748,710−98.5% | Reduced |
| Fortis Capital Management LLC | 11,442 | $205.2K | 0.02% | +45+0.4% | Added |
| Fearless Solutions, LLC dba Best Invest | 11,410 | $204.6K | 0.11% | +11,410 | New |
| M1 Capital Management LLC | 11,300 | $202.6K | 0.07% | −5,500−32.7% | Reduced |
| Strategic Blueprint, LLC | 11,241 | $201.6K | 0.01% | +11,241 | New |
| Meridian Wealth Management, LLC | 11,124 | $199.5K | 0.01% | −5,924−34.7% | Reduced |
| Transcend Wealth Collective, LLC | 11,109 | $199.2K | 0.01% | +472+4.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,090 | $198.8K | 0.01% | −4,888−30.6% | Reduced |
| Bogart Wealth, LLC | 11,084 | $198.7K | 0.01% | +32+0.3% | Added |
| ETF Portfolio Partners, Inc. | 11,000 | $197.2K | 0.05% | +1,000+10.0% | Added |
| Seelaus Asset Management LLC | 10,981 | $196.9K | 0.14% | +10,981 | New |
| Sagespring Wealth Partners, LLC | 10,926 | $195.9K | 0.00% | −925−7.8% | Reduced |
| Horizon Wealth Management, LLC | 10,900 | $195.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,875 | $195.0K | 0.04% | +75+0.7% | Added |
| Zacks Investment Management | 10,871 | $194.9K | 0.00% | −321,271−96.7% | Reduced |
| Lodestone Wealth Management LLC | 10,831 | $194.2K | 0.07% | +5,053+87.5% | Added |
| Alps Advisors Inc | 10,806 | $193.8K | 0.00% | +10,806 | New |
| BOK Financial Private Wealth, Inc. | 10,765 | $193.0K | 0.01% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,815 | $193.0K | 0.03% | −1,571−12.7% | Reduced |
| FIL Ltd | 10,701 | $191.9K | 0.00% | +2,012+23.2% | Added |
| Tamar Securities, LLC | 10,698 | $191.8K | 0.02% | +10,698 | New |
| National Asset Management, Inc. | 10,531 | $191.6K | 0.01% | −8,636−45.1% | Reduced |
| Future Financial Wealth Managment LLC | 11,500 | $191.5K | 0.12% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,294 | $189.8K | 0.00% | −934−8.3% | Reduced |
| Chicago Partners Investment Group LLC | 11,386 | $189.6K | 0.00% | +629+5.8% | Added |
| Fukoku Mutual Life Insurance Co | 10,511 | $188.5K | 0.01% | +10,511 | New |
| Ethic Inc. | 10,510 | $188.4K | 0.00% | +10,510 | New |
| Harel Insurance Investments & Financial Services Ltd. | 10,573 | $188.0K | 0.00% | +3,307+45.5% | Added |
| Signaturefd, LLC | 10,446 | $187.3K | 0.00% | −1,378−11.7% | Reduced |
| Smith, Moore & Co. | 10,419 | $186.8K | 0.01% | +10,419 | New |
| Winton Group Ltd | 10,400 | $186.5K | 0.01% | +10,400 | New |
| United Advisor Group, LLC | 10,384 | $186.2K | 0.02% | +248+2.4% | Added |
| CoreCap Advisors, LLC | 10,361 | $185.8K | 0.01% | −88,351−89.5% | Reduced |
| Colony Group, LLC | 10,309 | $184.8K | 0.00% | −246,834−96.0% | Reduced |
| Ancora Advisors, LLC | 10,163 | $182.2K | 0.00% | +7,358+262.3% | Added |
| Diligent Investors, LLC | 10,027 | $179.8K | 0.04% | −1,000−9.1% | Reduced |
| A&I Financial Services, LLC | 10,000 | $179.3K | 0.08% | 00.0% | Unchanged |
| Baader Bank INC | 10,000 | $179.3K | 0.01% | +10,000 | New |
| Larson Financial Group LLC | 9,868 | $176.9K | 0.00% | −525−5.1% | Reduced |
| Geneos Wealth Management Inc. | 9,325 | $167.2K | 0.00% | +2,331+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 9,252 | $165.9K | 0.02% | +14+0.2% | Added |
| Cassaday & Co Wealth Management LLC | 9,000 | $161.4K | 0.00% | −90−1.0% | Reduced |
| Abound Wealth Management | 8,893 | $159.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8,819 | $158.1K | 0.01% | −96−1.1% | Reduced |
| South State Corp. | 8,465 | $151.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8,350 | $149.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8,280 | $148.5K | 0.01% | +613+8.0% | Added |
| Global X Japan Co., Ltd. | 7,963 | $142.8K | 0.01% | +2,153+37.1% | Added |
| Volterra Technologies LP | 7,908 | $141.8K | 0.09% | +7,908 | New |
| Tidemark, LLC | 7,811 | $140.1K | 0.03% | +2,900+59.1% | Added |
| Strive Financial Group ,LLC | 7,664 | $137.4K | 0.06% | −360−4.5% | Reduced |
| Private Trust Co NA | 7,600 | $136.3K | 0.01% | −12,034−61.3% | Reduced |
| NBC Securities, Inc. | 7,527 | $135.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6,250 | $112.0K | 0.00% | +2,215+54.9% | Added |
| Investment Research & Advisory Group, Inc. | 6,197 | $111.1K | 0.03% | +450+7.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 6,192 | $111.0K | 0.00% | +135+2.2% | Added |
| University of Texas/Texas Am Investment Managment Co | 6,145 | $110.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6,069 | $108.8K | 0.02% | +635+11.7% | Added |
| Wolff Wiese Magana LLC | 6,000 | $107.6K | 0.05% | −600−9.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $107.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,628 | $100.9K | 0.01% | +5,599+19,306.9% | Added |
| Orion Capital Management LLC | 5,400 | $96.8K | 0.03% | +500+10.2% | Added |
| Los Angeles Capital Management LLC | 5,331 | $95.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,115 | $91.7K | 0.00% | +440+9.4% | Added |
| Hilton Head Capital Partners, LLC | 4,380 | $78.5K | 0.04% | +166+3.9% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $78.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4,290 | $76.9K | 0.04% | +1,290+43.0% | Added |
| WealthCollab, LLC | 4,000 | $71.7K | 0.03% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 3,916 | $70.2K | 0.01% | +3,916 | New |
| Assetmark, Inc | 3,892 | $69.8K | 0.00% | −893−18.7% | Reduced |
| Action Point Financial Planning, LLC | 3,780 | $68.7K | 0.01% | +3,780 | New |
| Tower Research Capital LLC (TRC) | 3,715 | $66.6K | 0.00% | −27,099−87.9% | Reduced |
| Smartleaf Asset Management LLC | 3,611 | $65.7K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 3,637 | $65.2K | 0.04% | +245+7.2% | Added |
| Westside Investment Management, Inc. | 3,600 | $64.5K | 0.01% | +100+2.9% | Added |
| Turn8 Private Wealth Inc. | 3,500 | $62.8K | 0.04% | +3,500 | New |
| Archer Investment Corp | 3,364 | $60.3K | 0.01% | +173+5.4% | Added |
| Atlantic Union Bankshares Corp | 3,191 | $57.2K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 3,012 | $54.0K | 0.00% | +1,588+111.5% | Added |