SoFi Technologies, Inc. (SOFI)
What changed in recent filings
- Technology Platform segment 16% → 7%Jun 30, 2024 → Mar 31, 2026
- Institutions — 3 new · 1 reduced13F · as of end of 2026 Q2
What changed in recent SEC filings — factual, not a buy/sell recommendation.
Institutions holding SoFi Technologies, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2021 Q2: 5 → 2026 Q2: 4 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold SoFi Technologies, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- ARK Invest0.44% of portfolio · since 2023 Q2
- Tudor Investment CorpNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Caisse de depot (Quebec)under 0.01% of portfolio · held as of 2026 Q2 or earlier
- National Pension Service (Korea)under 0.01% of portfolio · held as of 2026 Q2 or earlier
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Company overview
SoFi Technologies. A digital personal-finance app. Starting from student-loan refinancing, it is expanding into investing, banking, and insurance.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
SoFi Technologies, Inc. is classified under the Financials sector. See peers below.
SOFI segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding SoFi Technologies, Inc.
Per SEC N-PORT · 2026-04-30 · by weight · factual
SOFI on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
SOFI FAQ
What is SoFi Technologies, Inc. (SOFI)?
SoFi Technologies. A digital personal-finance app. Starting from student-loan refinancing, it is expanding into investing, banking, and insurance.
What sector is SoFi Technologies, Inc. in?
SoFi Technologies, Inc. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
Where can I analyze SoFi Technologies, Inc. (SOFI) stock?
On Stocklore you can see SOFI's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.