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, Q4 2022
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 2022. 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
- 512
- +32 vs. Q3 2022
- Shares held
- 329.9M
- +7.50M (+2.3%) vs. Q3 2022
- Total value
- $1.52B
- −$39.4M (−2.5%) vs. Q3 2022
- New holders
- 95
- 166 more added
- Sold out
- 63
- 154 more reduced
12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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, Q4 2022
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 61 | $0 | 0.00% | −88−59.1% | Reduced |
| Ci Investments Inc. | 43 | $0 | 0.00% | +13+43.3% | Added |
| Lazard Asset Management LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 104 | $0 | 0.00% | +100+2,500.0% | Added |
| Huntington National Bank | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $23 | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 20 | $92 | 0.00% | +20 | New |
| West Branch Capital LLC | 36 | $166 | 0.00% | +6+20.0% | Added |
| Gradient Investments LLC | 42 | $194 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $207 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 47 | $217 | 0.00% | +47 | New |
| Tradewinds Capital Management, LLC | 50 | $230 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 52 | $240 | 0.00% | +52 | New |
| Delta Asset Management LLC | 75 | $346 | 0.00% | +75 | New |
| Kistler-Tiffany Companies, LLC | 80 | $369 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $378 | 0.00% | +82 | New |
| BerganKDV Wealth Management, LLC | 91 | $420 | 0.00% | +24+35.8% | Added |
| Paragon Wealth Strategies, LLC | 96 | $443 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $461 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $461 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $461 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $484 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $553 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $576 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 168,837 | $778 | 0.00% | −71,123−29.6% | Reduced |
| AlphaStar Capital Management, LLC | 190,334 | $877 | 0.00% | +4,919+2.7% | Added |
| Arcus Capital Partners, LLC | 195 | $899 | 0.00% | +195 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $922 | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 200 | $922 | 0.00% | +50+33.3% | Added |
| Castleview Partners, LLC | 200 | $922 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 214 | $987 | 0.00% | +104+94.5% | Added |
| Toronto Dominion Bank | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 115 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 400 | $1.00K | 0.00% | +200+100.0% | Added |
| Retirement Group, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Cornerstone Planning Group LLC | 236 | $1.28K | 0.00% | +236 | New |
| TCI Wealth Advisors, Inc. | 285 | $1.31K | 0.00% | −420−59.6% | Reduced |
| Laurel Wealth Advisors LLC | 300 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $1.38K | 0.00% | +300 | New |
| Piershale Financial Group, Inc. | 300 | $1.38K | 0.00% | +300 | New |
| Red Tortoise LLC | 328 | $1.51K | 0.00% | +328 | New |
| Versant Capital Management, Inc | 343 | $1.58K | 0.00% | +258+303.5% | Added |
| Toth Financial Advisory Corp | 350 | $1.61K | 0.00% | −110−23.9% | Reduced |
| Peoples Financial Services Corp. | 400 | $1.84K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 473 | $2.00K | 0.00% | −398−45.7% | Reduced |
| Stephenson National Bank & Trust | 500 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 500 | $2.00K | 0.00% | +100+25.0% | Added |
| Loomis Sayles & Co L P | 533 | $2.00K | 0.00% | +533 | New |
| Investment Research & Advisory Group, Inc. | 448 | $2.06K | 0.00% | +448 | New |
| BDO Wealth Advisors, LLC | 500 | $2.31K | 0.00% | −500−50.0% | Reduced |
| Stephens Consulting, LLC | 500 | $2.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $2.31K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 500 | $2.31K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 526 | $2.42K | 0.00% | +70+15.4% | Added |
| Evermay Wealth Management LLC | 600 | $2.77K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 605 | $2.79K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 620 | $3.00K | 0.00% | −300−32.6% | Reduced |
| Ancora Advisors, LLC | 667 | $3.00K | 0.00% | +600+895.5% | Added |
| Larson Financial Group LLC | 725 | $3.34K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 735 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 757 | $3.49K | 0.00% | +757 | New |
| Focused Wealth Management, Inc | 800 | $3.69K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 846 | $3.90K | 0.00% | −165−16.3% | Reduced |
| Yarbrough Capital, LLC | 1,000 | $4.61K | 0.00% | +1,000 | New |
| First Command Bank | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $5.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 2,150 | $5.00K | 0.00% | +1,200+126.3% | Added |
| Optimum Investment Advisors | 1,095 | $5.05K | 0.00% | −300−21.5% | Reduced |
| Horan Securities, Inc. | 1,100 | $5.07K | 0.00% | +1,000+1,000.0% | Added |
| Glass Jacobson Investment Advisors llc | 1,100 | $5.07K | 0.00% | +1,100 | New |
| Global Retirement Partners, LLC | 1,263 | $5.82K | 0.00% | −150−10.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,295 | $5.97K | 0.00% | +1,295 | New |
| PFG Private Wealth Management, LLC | 1,250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,204 | $6.00K | 0.00% | −37−3.0% | Reduced |
| Bell Investment Advisors, Inc | 1,428 | $6.58K | 0.00% | +655+84.7% | Added |
| AdvisorNet Financial, Inc | 1,450 | $6.68K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,496 | $6.90K | 0.00% | −2,601−63.5% | Reduced |
| Accurate Wealth Management, LLC | 1,500 | $7.68K | 0.00% | +1,500 | New |
| Leonteq Securities AG | 1,920 | $8.85K | 0.00% | +1,100+134.1% | Added |
| Barrett & Company, Inc. | 2,000 | $9.22K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2,000 | $9.22K | 0.00% | +2,000 | New |
| Central Trust Co | 2,057 | $9.48K | 0.00% | −5,514−72.8% | Reduced |
| Industrial Alliance Investment Management Inc. | 2,185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,285 | $10.5K | 0.00% | +203+9.8% | Added |
| Truvestments Capital LLC | 2,512 | $11.6K | 0.01% | +2,512 | New |
| Geneos Wealth Management Inc. | 2,650 | $12.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $12.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,738 | $12.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3,020 | $13.9K | 0.00% | +90+3.1% | Added |
| RFP Financial Group LLC | 3,037 | $14.0K | 0.01% | +3,037 | New |
| ICA Group Wealth Management, LLC | 3,100 | $14.3K | 0.00% | +3,100 | New |
| Manchester Capital Management LLC | 3,283 | $15.1K | 0.00% | +961+41.4% | Added |
| Penserra Capital Management LLC | 3,545 | $16.0K | 0.00% | −148−4.0% | Reduced |
| Byrne Asset Management LLC | 3,500 | $16.1K | 0.01% | +3,500 | New |
| Hantz Financial Services, Inc. | 3,615 | $17.0K | 0.00% | −955−20.9% | Reduced |
| SRS Capital Advisors, Inc. | 3,690 | $17.0K | 0.00% | +170+4.8% | Added |
| Rosenberg Matthew Hamilton | 3,800 | $17.5K | 0.01% | +2,200+137.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,988 | $18.0K | 0.00% | −500−11.1% | Reduced |