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 |
|---|---|---|---|---|---|
| Zions Bancorporation, National Association | 2,770 | $49.7K | 0.00% | +206+8.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,750 | $49.3K | 0.00% | −40,035−93.6% | Reduced |
| Quent Capital, LLC | 2,719 | $48.8K | 0.00% | +1,539+130.4% | Added |
| Covestor Ltd | 2,679 | $48.0K | 0.03% | +2,146+402.6% | Added |
| Bellecapital International Ltd. | 2,459 | $44.1K | 0.01% | +2,459 | New |
| CX Institutional | 2,477 | $44.0K | 0.00% | +658+36.2% | Added |
| First Horizon Corp | 2,427 | $43.5K | 0.00% | +409+20.3% | Added |
| IFG Advisory, LLC | 2,261 | $40.5K | 0.00% | +2,261 | New |
| Vision Retirement, LLC | 2,220 | $39.8K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 2,150 | $38.5K | 0.01% | +650+43.3% | Added |
| Markowski Investments | 2,126 | $38.1K | 0.01% | +2,126 | New |
| Cornerstone National Bank & Trust Co | 2,000 | $36.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $35.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $35.9K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,938 | $34.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,010 | $34.3K | 0.00% | −89−4.2% | Reduced |
| Compass Financial Management LLC | 1,894 | $34.0K | 0.00% | +1,894 | New |
| TD Private Client Wealth LLC | 1,869 | $33.5K | 0.00% | −251−11.8% | Reduced |
| Winthrop Capital Management, LLC | 1,842 | $33.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $32.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,739 | $31.2K | 0.00% | +252+16.9% | Added |
| Owl Creek Wealth Partners LLC | 1,725 | $30.9K | 0.01% | +50+3.0% | Added |
| Boreal Capital Management LLC | 1,700 | $30.5K | 0.02% | +600+54.5% | Added |
| Capital Advisors, Ltd. LLC | 1,648 | $30.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,650 | $29.6K | 0.00% | +900+120.0% | Added |
| Murphy & Mullick Capital Management Corp | 1,575 | $28.2K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,559 | $28.0K | 0.00% | +235+17.7% | Added |
| Parkside Financial Bank & Trust | 1,510 | $27.1K | 0.00% | +143+10.5% | Added |
| Cary Street Partner Investment Advisory LLC | 1,510 | $27.1K | 0.01% | +570+60.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,505 | $27.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1,500 | $26.9K | 0.00% | +484+47.6% | Added |
| TFC Financial Management | 1,476 | $26.5K | 0.00% | −170−10.3% | Reduced |
| Whittier Trust Co | 1,400 | $26.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 1,440 | $25.8K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,412 | $25.3K | 0.01% | −10−0.7% | Reduced |
| Hurley Capital, LLC | 1,400 | $25.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,343 | $24.0K | 0.00% | −8−0.6% | Reduced |
| American Capital Advisory, LLC | 1,335 | $23.9K | 0.01% | +41+3.2% | Added |
| Aventura Private Wealth, LLC | 1,259 | $22.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,254 | $22.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 1,220 | $21.9K | 0.00% | +267+28.0% | Added |
| Grove Bank & Trust | 1,214 | $21.8K | 0.00% | +417+52.3% | Added |
| SJS Investment Consulting Inc. | 1,202 | $21.6K | 0.00% | +12+1.0% | Added |
| Keating Financial Advisory Services, Inc. | 1,197 | $21.5K | 0.00% | +531+79.7% | Added |
| Hazlett, Burt & Watson, Inc. | 1,176 | $21.0K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 1,145 | $20.5K | 0.00% | −308−21.2% | Reduced |
| Game Plan Financial Advisors, LLC | 1,125 | $20.2K | 0.01% | +100+9.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,115 | $20.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 1,100 | $19.7K | 0.00% | −3,516−76.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 1,086 | $19.5K | 0.00% | +742+215.7% | Added |
| Versant Capital Management, Inc | 1,034 | $18.5K | 0.00% | +396+62.1% | Added |
| Bell Investment Advisors, Inc | 1,002 | $18.0K | 0.00% | −3−0.3% | Reduced |
| Creative Financial Designs Inc | 1,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $17.9K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,000 | $17.9K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $17.9K | 0.01% | +1,000 | New |
| Signature Equity Partners, LLC | 996 | $17.9K | 0.01% | −1,381−58.1% | Reduced |
| Holos Integrated Wealth LLC | 1,000 | $17.8K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 987 | $17.7K | 0.01% | −3,026−75.4% | Reduced |
| Anchor Investment Management, LLC | 983 | $17.6K | 0.00% | +525+114.6% | Added |
| Fortitude Family Office, LLC | 964 | $17.3K | 0.00% | −75−7.2% | Reduced |
| Hallmark Capital Management Inc | 963 | $17.3K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 925 | $16.6K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 904 | $16.2K | 0.00% | −401−30.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 900 | $16.1K | 0.01% | −4−0.4% | Reduced |
| Aspect Partners, LLC | 837 | $15.0K | 0.01% | −12−1.4% | Reduced |
| Salomon & Ludwin, LLC | 799 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $14.4K | 0.00% | −229,849−99.7% | Reduced |
| CNB Bank | 801 | $14.4K | 0.01% | +301+60.2% | Added |
| WPG Advisers, LLC | 777 | $13.9K | 0.01% | −187−19.4% | Reduced |
| Financial Perspectives, Inc | 775 | $13.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 750 | $13.4K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 744 | $13.3K | 0.00% | −35−4.5% | Reduced |
| FNY Investment Advisers, LLC | 750 | $13.0K | 0.00% | +750 | New |
| CVA Family Office, LLC | 707 | $12.7K | 0.00% | −443−38.5% | Reduced |
| Godsey & Gibb Associates | 701 | $12.6K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 700 | $12.6K | 0.00% | +297+73.7% | Added |
| JFS Wealth Advisors, LLC | 696 | $12.5K | 0.00% | +168+31.8% | Added |
| First Command Advisory Services, Inc. | 648 | $11.6K | 0.00% | −100−13.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 631 | $11.3K | 0.00% | +250+65.6% | Added |
| Estabrook Capital Management | 630 | $11.3K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 627 | $11.2K | 0.00% | −12,283−95.1% | Reduced |
| IAG Wealth Partners, LLC | 617 | $11.1K | 0.00% | +73+13.4% | Added |
| JPL Wealth Management, LLC | 607 | $10.9K | 0.00% | +191+45.9% | Added |
| Gen-Wealth Partners Inc | 600 | $10.8K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 600 | $10.8K | 0.00% | +600 | New |
| Sachetta, LLC | 540 | $9.68K | 0.00% | +119+28.3% | Added |
| Heritage Wealth Advisors | 525 | $9.41K | 0.00% | +525 | New |
| North Star Investment Management Corp. | 500 | $8.96K | 0.00% | −195−28.1% | Reduced |
| Elevated Capital Advisors, LLC | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 500 | $8.96K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 500 | $8.96K | 0.00% | +500 | New |
| ORG Wealth Partners, LLC | 452 | $8.10K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 450 | $8.07K | 0.00% | −750−62.5% | Reduced |
| Crewe Advisors LLC | 450 | $8.07K | 0.00% | +250+125.0% | Added |
| TSFG, LLC | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 471 | $8.00K | 0.00% | +166+54.4% | Added |
| GHP Investment Advisors, Inc. | 420 | $7.53K | 0.00% | +40+10.5% | Added |
| Vision Financial Markets LLC | 400 | $7.38K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 405 | $7.26K | 0.00% | +5+1.3% | Added |