SoFi Technologies, Inc.
IT ˙ BIT ˙ US83406F1021
13,91 € ↓ -0,89 (-6,04%)
2026-06-05
DEL PRIS
SecurityIT:1SOFI / SoFi Technologies, Inc.
InstitutionAdvisor Group Holdings, Inc.
Latest Disclosed Ownership690,229 shares
Latest Disclosed Value $ 10,960,536
Advisor Group Holdings, Inc. reports 28.71% increase in ownership of 1SOFI / SoFi Technologies, Inc.

On May 15, 2026 - Advisor Group Holdings, Inc. filed a 13F-HR form disclosing ownership of 690,229 shares of SoFi Technologies, Inc. (IT:1SOFI) valued at $9,238,025 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 536,251 shares of SoFi Technologies, Inc.. This represents a change in shares of 28.71% during the quarter. The current value of the position is $9,598,324 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 690,229 153,978 28.71 10,961 -21.93 0.0093
2026-02-17 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 536,251 -35,094 -6.14 14,039 -5.79 0.0205
2025-11-14 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 571,345 83,883 17.21 14,901 67.89 0.0209
2025-09-04 2025-06-30 13F/A-1 OFI TECHNOLOGIES COM 83406F102 487,462 -6,619 -1.34 8,875 54.48 0.0158
2025-08-13 2025-06-30 13F OFI TECHNOLOGIES COM 83406F102 425,599 -68,482 6,825 0.0079
2025-05-12 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 494,081 111,249 29.06 5,746 -2.46 0.0128
2025-06-06 2024-12-31 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 382,832 -62,276 -13.99 5,890 68.38 0.0132
2025-02-07 2024-12-31 13F SOFI TECHNOLOGIES COM 83406F102 335,655 -109,453 3,041 0.0078
2024-11-13 2024-09-30 13F SOFI TECHNOLOGIES COM 83406F102 445,108 -24,952 -5.31 3,498 12.62 0.0079
2024-08-13 2024-06-30 13F SOFI TECHNOLOGIES COM 83406F102 470,060 2,973 0.64 3,107 -8.89 0.0073
2024-05-10 2024-03-31 13F SOFI TECHNOLOGIES COM 83406F102 467,087 37,760 8.80 3,410 -20.18 0.0076
2024-02-12 2023-12-31 13F SOFI TECHNOLOGIES COM 83406F102 429,327 -281,813 -39.63 4,272 -24.82 0.0075
2023-11-13 2023-09-30 13F SOFI TECHNOLOGIES COM 83406F102 711,140 83,935 13.38 5,682 8.37 0.0084
2023-08-21 2023-06-30 13F/A-1 SOFI TECHNOLOGIES COM 83406F102 627,205 -79,037 -11.19 5,243 22.73 0.0094
2023-08-10 2023-06-30 13F SOFI TECHNOLOGIES COM 83406F102 629,113 -77,129 5,241 0.0014
2023-05-12 2023-03-31 13F SOFI TECHNOLOGIES COM 83406F102 706,242 20,505 2.99 4,272 35.12 0.0080
2023-02-10 2022-12-31 13F SOFI TECHNOLOGIES COM 83406F102 685,737 119,213 21.04 3,161 14.32 0.0064
2022-11-14 2022-09-30 13F SOFI TECHNOLOGIES COM 83406F102 566,524 -28,866 -4.85 2,765 -12.31 0.0063
2022-08-10 2022-06-30 13F SOFI TECHNOLOGIES COM 83406F102 595,390 206,106 52.94 3,153 -14.30 0.0070
2022-05-04 2022-03-31 13F SOFI TECHNOLOGIES COM 83406F102 389,284 52,728 15.67 3,679 -30.78 0.0071
2022-02-03 2021-12-31 13F SOFI TECHNOLOGIES COM 83406F102 336,556 108,568 47.62 5,315 46.22 0.0101
2021-11-05 2021-09-30 13F SOFI TECHNOLOGIES COM 83406F102 227,988 119,409 109.97 3,635 74.84 0.0076
2021-08-02 2021-06-30 13F SOFI TECHNOLOGIES COM 83406F102 108,579 -24,963 -18.69 2,079 -9.25 0.0045
2021-05-13 2021-03-31 13F SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 133,542 127,967 2,295.37 2,291 3,220.29 0.0055
2021-02-10 2020-12-31 13F SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A G8252P105 5,575 5,575 69 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.