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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 4,440 | $20.5K | 0.00% | +2,200+98.2% | Added |
| Plante Moran Financial Advisors, LLC | 4,503 | $20.8K | 0.00% | +1,952+76.5% | Added |
| Glassman Wealth Services | 4,529 | $20.9K | 0.00% | −137−2.9% | Reduced |
| Advent Capital Management | 4,600 | $21.2K | 0.00% | +4,600 | New |
| PSI Advisors, LLC | 4,685 | $21.6K | 0.01% | −600−11.4% | Reduced |
| Freedom Wealth Alliance, LLC | 4,767 | $22.0K | 0.03% | +4,767 | New |
| Carolinas Wealth Consulting LLC | 5,000 | $23.1K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 5,000 | $23.1K | 0.01% | +5,000 | New |
| Orion Capital Management LLC | 5,000 | $23.1K | 0.02% | +5,000 | New |
| Dudley Capital Management, LLC | 5,178 | $23.9K | 0.02% | +5,178 | New |
| Money Concepts Capital Corp | 5,211 | $24.0K | 0.00% | +4,782+1,114.7% | Added |
| Allworth Financial LP | 5,219 | $24.1K | 0.00% | +2,921+127.1% | Added |
| Coastal Capital Group, Inc. | 5,380 | $26.3K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,171 | $28.0K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6,000 | $28.0K | 0.01% | +2,000+50.0% | Added |
| Advisors Asset Management, Inc. | 6,083 | $28.0K | 0.00% | −373−5.8% | Reduced |
| Storebrand Asset Management AS | 6,455 | $29.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,776 | $31.2K | 0.00% | −3,801−35.9% | Reduced |
| GWM Advisors LLC | 30,466 | $31.8K | 0.00% | +3,471+12.9% | Added |
| Exchange Traded Concepts, LLC | 7,072 | $32.6K | 0.00% | +489+7.4% | Added |
| Tradition Wealth Management, LLC | 7,055 | $33.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 8,227 | $37.9K | 0.00% | +8,227 | New |
| American International Group, Inc. | 8,286 | $38.2K | 0.00% | −53−0.6% | Reduced |
| TD Waterhouse Canada Inc. | 7,275 | $40.6K | 0.00% | −105,592−93.6% | Reduced |
| Banque Cantonale Vaudoise | 9,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 10,000 | $46.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 10,000 | $46.1K | 0.03% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 10,000 | $46.1K | 0.00% | +10,000 | New |
| Continuum Advisory, LLC | 10,032 | $46.2K | 0.01% | −203−2.0% | Reduced |
| Cora Capital Advisors LLC | 10,075 | $46.4K | 0.03% | +10,075 | New |
| Prime Capital Investment Advisors, LLC | 10,241 | $47.2K | 0.00% | +10,241 | New |
| Catalyst Capital Advisors LLC | 10,400 | $47.9K | 0.00% | −73,680−87.6% | Reduced |
| Main Street Financial Solutions, LLC | 10,339 | $48.0K | 0.01% | −410−3.8% | Reduced |
| Ballentine Partners, LLC | 10,693 | $49.3K | 0.00% | +10,693 | New |
| Icapital Wealth LLC | 10,700 | $49.3K | 0.04% | −75,900−87.6% | Reduced |
| SOL Capital Management CO | 10,735 | $49.5K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,757 | $50.0K | 0.00% | +9,966+1,259.9% | Added |
| Evercore Wealth Management, LLC | 10,849 | $50.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,989 | $50.7K | 0.02% | −5,385−32.9% | Reduced |
| Autumn Glory Partners, LLC | 11,000 | $50.7K | 0.03% | 00.0% | Unchanged |
| Burney Co | 11,194 | $51.6K | 0.00% | −9,425−45.7% | Reduced |
| Wealthcare Advisory Partners LLC | 11,338 | $52.3K | 0.00% | +11,338 | New |
| Northside Capital Management, LLC | 11,493 | $53.0K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 11,419 | $53.0K | 0.00% | −1,471−11.4% | Reduced |
| KMG Fiduciary Partners, LLC | 11,571 | $53.3K | 0.01% | +11,571 | New |
| Transcend Wealth Collective, LLC | 11,619 | $53.6K | 0.01% | −3,706−24.2% | Reduced |
| Financial Advisory Service, Inc. | 11,700 | $53.9K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,800 | $54.4K | 0.00% | +426+3.7% | Added |
| SkyOak Wealth, LLC | 12,044 | $55.5K | 0.02% | 00.0% | Unchanged |
| XR Securities LLC | 12,165 | $56.1K | 0.07% | −5,725−32.0% | Reduced |
| Prostatis Group LLC | 12,200 | $56.2K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 12,279 | $56.4K | 0.00% | +2,979+32.0% | Added |
| Moneta Group Investment Advisors LLC | 8,150 | $56.5K | 0.00% | +8,150 | New |
| Water Island Capital LLC | 12,500 | $57.6K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 12,646 | $58.3K | 0.00% | −661,093−98.1% | Reduced |
| Well Done, LLC | 12,715 | $58.6K | 0.01% | +10+0.1% | Added |
| Integrated Wealth Concepts LLC | 12,858 | $59.0K | 0.00% | −71−0.5% | Reduced |
| RiverGlades Family Offices LLC | 12,810 | $59.1K | 0.05% | +12,810 | New |
| Belpointe Asset Management LLC | 12,820 | $59.1K | 0.00% | +12,820 | New |
| Lindbrook Capital, LLC | 13,003 | $59.9K | 0.01% | +1,178+10.0% | Added |
| Gofen & Glossberg LLC | 13,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13,224 | $61.0K | 0.00% | +13,224 | New |
| The PNC Financial Services Group, Inc. | 13,244 | $61.1K | 0.00% | −5,341−28.7% | Reduced |
| Emerald Advisers, LLC | 13,400 | $61.8K | 0.00% | +7,600+131.0% | Added |
| Walkner Condon Financial Advisors LLC | 13,437 | $61.9K | 0.02% | +13,437 | New |
| CoreCap Advisors, LLC | 13,492 | $62.2K | 0.00% | −7,000−34.2% | Reduced |
| Worth Financial Advisory Group, LLC | 13,685 | $63.1K | 0.07% | +13,685 | New |
| First Capital Advisors Group, LLC. | 14,163 | $65.3K | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 13,991 | $65.3K | 0.01% | +396+2.9% | Added |
| Claro Advisors LLC | 14,196 | $65.4K | 0.02% | +14,196 | New |
| Redwood Wealth Management Group, LLC | 14,250 | $65.7K | 0.08% | +14,250 | New |
| J.W. Cole Advisors, Inc. | 14,277 | $65.8K | 0.01% | −223−1.5% | Reduced |
| FMR LLC | 14,343 | $66.1K | 0.00% | +1,901+15.3% | Added |
| Columbia Asset Management | 14,980 | $69.0K | 0.02% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 15,000 | $69.0K | 0.05% | +800+5.6% | Added |
| HBK Sorce Advisory LLC | 15,060 | $69.0K | 0.00% | +15,060 | New |
| Cresset Asset Management, LLC | 14,969 | $69.0K | 0.00% | +1,302+9.5% | Added |
| Signaturefd, LLC | 15,004 | $69.2K | 0.00% | +4,750+46.3% | Added |
| Gladstone Institutional Advisory LLC | 15,198 | $70.1K | 0.00% | −386−2.5% | Reduced |
| Boothbay Fund Management, LLC | 15,265 | $70.4K | 0.00% | −10,344−40.4% | Reduced |
| Cooper/Haims Advisors, LLC | 15,500 | $71.0K | 0.05% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 15,451 | $71.2K | 0.01% | +225+1.5% | Added |
| Aspiriant, LLC | 15,633 | $72.1K | 0.00% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 15,800 | $72.8K | 0.02% | −100−0.6% | Reduced |
| Crewe Advisors LLC | 15,834 | $73.0K | 0.01% | −500−3.1% | Reduced |
| Sandy Spring Bank | 15,856 | $73.1K | 0.00% | −16,000−50.2% | Reduced |
| Concorde Asset Management, LLC | 16,150 | $74.5K | 0.07% | +400+2.5% | Added |
| Chiron Capital Management, LLC | 16,300 | $75.1K | 0.05% | −2,370−12.7% | Reduced |
| InterOcean Capital Group, LLC | 16,347 | $75.4K | 0.00% | +16,347 | New |
| TCWP LLC | 16,398 | $75.6K | 0.02% | +16,398 | New |
| Albion Financial Group | 16,415 | $75.7K | 0.01% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 16,500 | $76.1K | 0.02% | +16,500 | New |
| Ieq Capital, LLC | 16,512 | $76.1K | 0.00% | −25−0.2% | Reduced |
| Vivaldi Capital Management, LLC | 15,859 | $76.4K | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 16,650 | $76.8K | 0.00% | +298+1.8% | Added |
| Newman Dignan & Sheerar, Inc. | 16,843 | $77.6K | 0.03% | +16,843 | New |
| Avestar Capital, LLC | 16,872 | $77.8K | 0.02% | −11,198−39.9% | Reduced |
| Bensler, LLC | 17,090 | $78.8K | 0.02% | +700+4.3% | Added |
| SkyView Investment Advisors, LLC | 17,157 | $79.0K | 0.02% | 00.0% | Unchanged |