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, Q3 2021
Institutional positions in SoFi Technologies, Inc. as of Sep 30, 2021. 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
- 309
- +78 vs. Q2 2021
- Shares held
- 349.9M
- +33.5M (+10.6%) vs. Q2 2021
- Total value
- $5.56B
- −$468.3M (−7.8%) vs. Q2 2021
- New holders
- 145
- 108 more added
- Sold out
- 67
- 26 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: 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, Q3 2021
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Belpointe Asset Management LLC | 15,950 | $254.0K | 0.02% | +15,950 | New |
| Wedbush Securities Inc | 15,592 | $248.0K | 0.01% | +3,132+25.1% | Added |
| Aspiriant, LLC | 15,633 | $248.0K | 0.01% | +15,633 | New |
| Baltimore-Washington Financial Advisors, Inc. | 15,540 | $246.0K | 0.02% | +15,540 | New |
| Columbia Asset Management | 14,980 | $238.0K | 0.05% | +14,980 | New |
| Emfo, LLC | 15,000 | $238.0K | 0.21% | +15,000 | New |
| Sigma Planning Corp | 14,693 | $233.0K | 0.01% | +14,693 | New |
| Chicago Partners Investment Group LLC | 10,040 | $231.0K | 0.02% | +10,040 | New |
| Signaturefd, LLC | 14,329 | $228.0K | 0.01% | +4,034+39.2% | Added |
| Exos Asset Management LLC | 14,132 | $224.0K | 0.12% | −1,480−9.5% | Reduced |
| Cresset Asset Management, LLC | 14,000 | $222.0K | 0.00% | +14,000 | New |
| Kestra Advisory Services, LLC | 13,505 | $214.0K | 0.00% | +1,990+17.3% | Added |
| Gofen & Glossberg LLC | 13,075 | $208.0K | 0.00% | +13,075 | New |
| Proficio Capital Partners LLC | 12,949 | $206.0K | 0.03% | +12,949 | New |
| Carroll Financial Associates, Inc. | 12,964 | $205.0K | 0.01% | +11,964+1,196.4% | Added |
| Coastal Investment Advisors, Inc. | 12,884 | $205.0K | 0.05% | +12,884 | New |
| Tower Research Capital LLC (TRC) | 12,802 | $203.0K | 0.01% | −121,129−90.4% | Reduced |
| Dynamic Advisor Solutions LLC | 12,746 | $202.0K | 0.02% | +12,746 | New |
| KMG Fiduciary Partners, LLC | 12,384 | $197.0K | 0.03% | +12,384 | New |
| Tuttle Tactical Management | 12,142 | $193.0K | 0.22% | +12,142 | New |
| Harbour Capital Advisors, LLC | 11,825 | $188.0K | 0.05% | +11,825 | New |
| Hudock, Inc. | 11,723 | $186.0K | 0.06% | +11,572+7,663.6% | Added |
| The PNC Financial Services Group, Inc. | 11,748 | $185.0K | 0.00% | +1,715+17.1% | Added |
| XR Securities LLC | 11,512 | $183.0K | 0.17% | +11,512 | New |
| Archford Capital Strategies, LLC | 11,030 | $175.0K | 0.04% | +11,030 | New |
| Man Group plc | 10,539 | $168.0K | 0.00% | −10,947−50.9% | Reduced |
| Highlander Capital Management, LLC | 10,500 | $167.0K | 0.08% | +10,500 | New |
| Lindbrook Capital, LLC | 10,476 | $166.0K | 0.04% | +10,476 | New |
| Perigon Wealth Management, LLC | 10,351 | $164.0K | 0.01% | +10,351 | New |
| Parsons Capital Management Inc | 10,000 | $159.0K | 0.01% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 10,000 | $159.0K | 0.10% | 00.0% | Unchanged |
| Enlightenment Research, LLC | 10,000 | $159.0K | 0.19% | +10,000 | New |
| PSI Advisors, LLC | 8,495 | $134.0K | 0.06% | +8,495 | New |
| Global Wealth Management Investment Advisory, Inc. | 7,626 | $121.0K | 0.04% | +7,626 | New |
| CenterStar Asset Management, LLC | – | $103.0K | 0.08% | – | – |
| Asset Management One Co.,Ltd. | 5,888 | $93.0K | 0.00% | +1,542+35.5% | Added |
| Hexagon Capital Partners LLC | 4,700 | $75.0K | 0.02% | +4,200+840.0% | Added |
| Edge Wealth Management LLC | 4,420 | $70.0K | 0.01% | −1,050−19.2% | Reduced |
| Albion Financial Group | 4,241 | $67.0K | 0.01% | +4,241 | New |
| NEXT Financial Group, Inc | 3,916 | $62.0K | 0.00% | +1,470+60.1% | Added |
| Evoke Wealth, LLC | 3,500 | $55.0K | 0.00% | +3,500 | New |
| Banque Cantonale Vaudoise | 3,118 | $50.0K | 0.00% | +3,118 | New |
| Ancora Advisors, LLC | 3,100 | $49.0K | 0.00% | +600+24.0% | Added |
| Wagner Wealth Management, LLC | 2,273 | $46.0K | 0.04% | +273+13.7% | Added |
| Total Clarity Wealth Management, Inc. | 2,800 | $44.0K | 0.02% | +2,800 | New |
| Captrust Financial Advisors | 2,387 | $38.0K | 0.00% | −175−6.8% | Reduced |
| Clearstead Advisors, LLC | 2,240 | $36.0K | 0.00% | +1,600+250.0% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,960 | $32.0K | 0.02% | +560+40.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 2,060 | $32.0K | 0.00% | +2,060 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,975 | $31.0K | 0.01% | +1,075+119.4% | Added |
| Herold Advisors, Inc. | 2,000 | $31.0K | 0.01% | +2,000 | New |
| SOA Wealth Advisors, LLC. | 1,950 | $30.0K | 0.01% | −50−2.5% | Reduced |
| Parallel Advisors, LLC | 1,800 | $29.0K | 0.00% | +1,550+620.0% | Added |
| Baldwin Brothers Inc | 1,500 | $24.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1,535 | $24.0K | 0.01% | +400+35.2% | Added |
| Liberty Wealth Management LLC | 1,542 | $24.0K | 0.01% | +1,542 | New |
| NewSquare Capital LLC | 1,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,350 | $21.0K | 0.01% | +1,350 | New |
| Coastal Capital Group, Inc. | 1,278 | $20.0K | 0.00% | +1,278 | New |
| IFP Advisors, Inc | 1,014 | $18.0K | 0.00% | +14+1.4% | Added |
| Focused Wealth Management, Inc | 1,150 | $18.0K | 0.00% | +500+76.9% | Added |
| Optimum Investment Advisors | 1,095 | $17.0K | 0.01% | +645+143.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,080 | $17.0K | 0.00% | +1,000+1,250.0% | Added |
| US Bancorp | 1,000 | $16.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,025 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 1,000 | $16.0K | 0.01% | +500+100.0% | Added |
| Hantz Financial Services, Inc. | 1,000 | $16.0K | 0.00% | +1,000 | New |
| Benjamin F. Edwards & Company, Inc. | 1,000 | $16.0K | 0.00% | +1,000 | New |
| FinTrust Capital Advisors, LLC | 1,000 | $16.0K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 900 | $14.0K | 0.00% | +500+125.0% | Added |
| Reilly Financial Advisors, LLC | 747 | $12.0K | 0.00% | +530+244.2% | Added |
| Brewin Dolphin Ltd | 700 | $11.1K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 605 | $10.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 630 | $10.0K | 0.00% | +630 | New |
| TCI Wealth Advisors, Inc. | 619 | $10.0K | 0.00% | +619 | New |
| Hoey Investments, Inc | 600 | $10.0K | 0.00% | +600 | New |
| Sterling Financial Planning, Inc. | 600 | $10.0K | 0.01% | +600 | New |
| Salem Investment Counselors Inc | 550 | $9.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 550 | $9.00K | 0.00% | +500+1,000.0% | Added |
| Crewe Advisors LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 500 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 500 | $8.00K | 0.01% | +500 | New |
| Tortoise Investment Management, LLC | 500 | $8.00K | 0.00% | +500 | New |
| Massmutual Trust Co FSB | 464 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 465 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 454 | $7.00K | 0.00% | +204+81.6% | Added |
| Private Capital Group, LLC | 468 | $7.00K | 0.00% | +468 | New |
| Peoples Financial Services Corp. | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $5.00K | 0.00% | −200−40.0% | Reduced |
| Westside Investment Management, Inc. | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 161 | $3.00K | 0.00% | +161 | New |
| Bell Investment Advisors, Inc | 174 | $3.00K | 0.00% | +174 | New |
| Mark Sheptoff Financial Planning, LLC | 150 | $2.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $2.00K | 0.00% | +150 | New |
| Enterprise Financial Services Corp | 100 | $2.00K | 0.00% | +100 | New |
| Sierra Capital LLC | 110 | $2.00K | 0.00% | +110 | New |
| West Paces Advisors Inc. | 70 | $1.11K | 0.00% | +70 | New |
| JJJ Advisors Inc. | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |