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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.

Institutional holdersQ2 2026: 925 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ2 2026: $11.7B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q2 2026

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2026.

Institutions holding SOFI in Q2 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Cromwell Holdings LLC401$7.19K0.00%+178+79.8%Added
Central Trust Co400$7.17K0.00%00.0%Unchanged
Adirondack Trust Co400$7.17K0.00%00.0%Unchanged
Mather Group, LLC.400$7.17K0.00%00.0%Unchanged
Hilltop National Bank400$7.17K0.00%00.0%Unchanged
Trust Co of Vermont397$7.12K0.00%+397New
Phillip James Consulting Co.393$7.05K0.01%+393New
Allied Private Wealth LLC380$6.74K0.00%+380New
Osbon Capital Management LLC358$6.42K0.01%−4,207−92.2%Reduced
Manning & Napier Advisors LLC343$6.24K0.00%+322+1,533.3%Added
Medallion Wealth Advisors, LLC339$6.08K0.00%00.0%Unchanged
Torren Management, LLC334$5.99K0.00%00.0%Unchanged
Vima LLC333$5.97K0.01%+333New
Luminist Capital LLC320$5.74K0.01%+320New
Acumen Wealth Advisors, LLC315$5.65K0.00%+315New
Main Street Group, LTD300$5.38K0.00%−48−13.8%Reduced
Wall Street Access Asset Management, LLC300$5.38K0.00%+300New
MV Capital Management, Inc.287$5.15K0.00%+36+14.3%Added
Meeder Asset Management Inc287$5.15K0.00%+43+17.6%Added
Vermillion Wealth Management, Inc.272$4.88K0.00%+244+871.4%Added
Creative Capital Management Investments LLC269$4.82K0.00%+269New
Brown Brothers Harriman & Co263$4.72K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.262$4.70K0.00%−2,827−91.5%Reduced
St. Johns Investment Management Company, LLC257$4.61K0.00%00.0%Unchanged
Rexford Capital Inc256$4.60K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC250$4.48K0.00%00.0%Unchanged
Bayban250$4.48K0.00%00.0%Unchanged
Rothschild Investment LLC249$4.46K0.00%−132−34.6%Reduced
Atlantic Trust, LLC243$4.36K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC234$4.20K0.00%+35+17.6%Added
Wealth Enhancement Trust Services, Inc.228$4.09K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc250$4.00K0.00%00.0%Unchanged
Capital Analysts, LLC240$4.00K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA250$4.00K0.00%00.0%Unchanged
Atwood & Palmer Inc222$3.98K0.00%+25+12.7%Added
Quarry LP222$3.98K0.00%+222New
Providence Capital Advisors, LLC214$3.84K0.00%+214New
Principia Wealth Advisory, LLC207$3.71K0.00%+6+3.0%Added
SWAN Capital LLC202$3.62K0.00%+200+10,000.0%Added
ZRC Wealth Management, LLC200$3.59K0.00%00.0%Unchanged
Noble Wealth Management PBC200$3.59K0.00%00.0%Unchanged
Bernard Wealth Management Corp.200$3.59K0.00%00.0%Unchanged
EFG International AG200$3.59K0.00%00.0%Unchanged
Highline Wealth Partners LLC190$3.41K0.00%00.0%Unchanged
LifeSteps Financial, Inc.186$3.33K0.00%+186New
Rialto Wealth Management, LLC173$3.10K0.00%+120+226.4%Added
DiNuzzo Private Wealth, Inc.171$3.07K0.00%00.0%Unchanged
Accent Capital Management, LLC162$2.90K0.00%+31+23.7%Added
Rossby Financial, LCC161$2.89K0.00%−197−55.0%Reduced
Strengthening Families & Communities, LLC153$2.74K0.00%−84−35.4%Reduced
Atlantic Edge Private Wealth Management, LLC150$2.69K0.00%+100+200.0%Added
Ritter Daniher Financial Advisory LLC148$2.65K0.00%00.0%Unchanged
Raffa Wealth Management, LLC144$2.58K0.00%+26+22.0%Added
RMG Wealth Management LLC136$2.44K0.00%+136New
Sittner & Nelson, LLC133$2.38K0.00%00.0%Unchanged
HFM Investment Advisors, LLC123$2.21K0.00%+72+141.2%Added
Bay Harbor Wealth Management, LLC119$2.13K0.00%+35+41.7%Added
Bruce G. Allen Investments, LLC118$2.12K0.00%−20−14.5%Reduced
Hughes Financial Services, LLC116$2.08K0.00%+4+3.6%Added
Planning Strategies Inc.115$2.06K0.00%+115New
Silver Grove Financial Group, Inc.112$2.01K0.00%+112New
HM Payson & Co100$1.79K0.00%−525−84.0%Reduced
Horizon Financial Services, LLC100$1.79K0.00%00.0%Unchanged
Financial Avengers, Inc.100$1.79K0.00%00.0%Unchanged
POM Investment Strategies, LLC100$1.79K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.100$1.79K0.00%00.0%Unchanged
DB Fitzpatrick & Co, Inc100$1.79K0.00%+80+400.0%Added
Friedenthal Financial100$1.79K0.00%+100New
Cordant, Inc.100$1.79K0.00%+100New
Fedenia Advisers LLC100$1.79K0.00%+100New
Nvest Wealth Strategies, Inc.100$1.79K0.00%+100New
Beaird Harris Wealth Management, LLC80$1.44K0.00%+80New
MPWM Advisory Solutions, LLC80$1.43K0.00%00.0%Unchanged
Private Wealth Management Group, LLC79$1.42K0.00%00.0%Unchanged
Investors Portfolio Services LLC73$1.31K0.00%00.0%Unchanged
UMA Financial Services, Inc.60$1.08K0.00%+9+17.6%Added
Davis Capital Management60$1.08K0.00%+21+53.8%Added
Pacer Advisors, Inc.34$1.00K0.00%+1+3.0%Added
Roble, Belko & Company, Inc77$1.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners89$1.00K0.00%00.0%Unchanged
DecisionPoint Financial, LLC52$9590.00%+29+126.1%Added
LRI Investments, LLC53$9500.00%−20−27.4%Reduced
Investors Research Corp53$9500.00%00.0%Unchanged
REAP Financial Group, LLC51$9140.00%+50+5,000.0%Added
Gilpin Wealth Management, LLC50$8970.00%00.0%Unchanged
McGuire Capital Advisors Inc50$8960.00%00.0%Unchanged
West Financial Advisors, LLC49$8790.00%00.0%Unchanged
Cornerstone Financial Management LLC47$8430.00%+9+23.7%Added
DT Investment Partners, LLC45$8070.00%+45New
Sarver Vrooman Wealth Advisors40$7400.00%00.0%Unchanged
Mizuho Financial Group Inc40$7170.01%+40New
Continuum Advisory, LLC38$6780.00%+38New
Concord Wealth Partners36$6450.00%+36New
Financial Consulate, Inc35$6280.00%00.0%Unchanged
Bare Financial Services, Inc34$6100.00%−18−34.6%Reduced
Eukles Asset Management32$5740.00%00.0%Unchanged
1015 Capital Partners, LLC31$5560.00%−6−16.2%Reduced
Truvestments Capital LLC30$5380.00%−206−87.3%Reduced
Dogwood Wealth Management LLC29$5200.00%−10−25.6%Reduced
Cranbrook Wealth Management, LLC29$5200.00%00.0%Unchanged