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 |
|---|---|---|---|---|---|
| Fairfield, Bush & Co. | 17,500 | $80.7K | 0.05% | +2,800+19.0% | Added |
| Prosperity Wealth Management, Inc. | 17,542 | $80.9K | 0.08% | +17,542 | New |
| Visionary Wealth Advisors | 17,800 | $82.0K | 0.01% | −2,250−11.2% | Reduced |
| Sender Co & Partners, Inc. | 18,009 | $83.0K | 0.13% | +18,009 | New |
| Petrus Trust Company, LTA | 18,144 | $83.6K | 0.01% | +18,144 | New |
| Brainard Capital Management LLC | 18,186 | $83.8K | 0.07% | +18,186 | New |
| Pathway Financial Advisers, LLC | 18,392 | $84.8K | 0.03% | +18,392 | New |
| Enzi Wealth | 14,784 | $85.6K | 0.04% | +14,784 | New |
| McGuire Investment Group, LLC | 18,650 | $86.0K | 0.02% | +1,128+6.4% | Added |
| DDFG, Inc | 18,838 | $86.8K | 0.04% | +18,838 | New |
| Oak Thistle LLC | 18,871 | $87.0K | 0.19% | −6,738−26.3% | Reduced |
| Independent Advisor Alliance | 18,931 | $87.0K | 0.01% | +18,931 | New |
| Wedbush Securities Inc | 19,100 | $88.0K | 0.00% | −17,407−47.7% | Reduced |
| CWA Asset Management Group, LLC | 19,257 | $88.8K | 0.01% | −123,037−86.5% | Reduced |
| National Bank of Canada | 19,308 | $88.8K | 0.00% | −19,937−50.8% | Reduced |
| M&T Bank Corp | 19,491 | $89.9K | 0.00% | −2,537−11.5% | Reduced |
| Silicon Hills Wealth Management, LLC | 19,792 | $91.2K | 0.07% | 00.0% | Unchanged |
| Resolute Partners Group | 19,827 | $91.4K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 16,050 | $91.6K | 0.02% | +3,670+29.6% | Added |
| Alpine Global Management, LLC | 19,924 | $92.0K | 0.03% | +19,924 | New |
| Farmers & Merchants Investments Inc | 20,000 | $92.2K | 0.00% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 20,978 | $96.7K | 0.01% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 21,311 | $98.2K | 0.00% | −3,631−14.6% | Reduced |
| Benedetti & Gucer, Inc. | 21,533 | $99.0K | 0.07% | +21,533 | New |
| DFPG Investments, LLC | 19,557 | $100.7K | 0.02% | −413,601−95.5% | Reduced |
| Founders Financial Securities LLC | 22,000 | $101.4K | 0.02% | +10,500+91.3% | Added |
| BBR Partners, LLC | 22,345 | $103.0K | 0.01% | +22,345 | New |
| Brown Advisory Inc | 22,703 | $104.7K | 0.00% | +3,405+17.6% | Added |
| Steward Partners Investment Advisory, LLC | 22,969 | $105.9K | 0.00% | −2,500−9.8% | Reduced |
| Keystone Financial Group | 23,120 | $106.6K | 0.02% | +265+1.2% | Added |
| Manchester Financial Inc | 23,378 | $107.8K | 0.03% | +23,378 | New |
| Harbor Investment Advisory, LLC | 23,612 | $108.9K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,116 | $111.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 24,348 | $112.2K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,475 | $112.8K | 0.00% | +2,613+12.0% | Added |
| Garde Capital, Inc. | 24,542 | $113.0K | 0.01% | −2,220−8.3% | Reduced |
| CIBC Asset Management Inc | 24,532 | $113.1K | 0.00% | +24,532 | New |
| Perigon Wealth Management, LLC | 24,562 | $113.2K | 0.01% | +2,864+13.2% | Added |
| Zullo Investment Group, Inc. | 24,800 | $114.3K | 0.07% | +1,725+7.5% | Added |
| MSD Partners, L.P. | 25,000 | $115.3K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 25,038 | $115.4K | 0.00% | −73,449−74.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,774 | $116.0K | 0.00% | +6,849+36.2% | Added |
| Buckingham Strategic Wealth, LLC | 25,346 | $116.8K | 0.00% | −753−2.9% | Reduced |
| Adviser Investments LLC | 22,857 | $117.7K | 0.00% | +2,754+13.7% | Added |
| Chimera Capital Management LLC | 25,622 | $118.1K | 0.03% | −136,241−84.2% | Reduced |
| Captrust Financial Advisors | 25,779 | $118.8K | 0.00% | −23,627−47.8% | Reduced |
| Xcel Wealth Management, LLC | 25,780 | $118.8K | 0.05% | −200−0.8% | Reduced |
| HSBC Holdings PLC | 26,549 | $119.6K | 0.00% | −132,649−83.3% | Reduced |
| IHT Wealth Management, LLC | 26,051 | $120.1K | 0.01% | +2,278+9.6% | Added |
| Empowered Funds, LLC | 26,531 | $122.3K | 0.01% | +94+0.4% | Added |
| Boenning & Scattergood, Inc. | 13,150 | $124.0K | 0.02% | +13,150 | New |
| Stratos Wealth Partners, LTD. | 26,949 | $124.2K | 0.00% | −11,378−29.7% | Reduced |
| Xponance, Inc. | 27,416 | $126.4K | 0.00% | +12,754+87.0% | Added |
| Regal Investment Advisors LLC | 27,466 | $126.6K | 0.01% | −5,891−17.7% | Reduced |
| Quinn Opportunity Partners LLC | 28,000 | $129.1K | 0.02% | +10,000+55.6% | Added |
| Independent Wealth Network Inc. | 29,213 | $134.7K | 0.09% | +5,910+25.4% | Added |
| Moseley Investment Management Inc | 29,351 | $135.3K | 0.10% | −719−2.4% | Reduced |
| KRS Capital Management, LLC | 29,745 | $137.1K | 0.19% | +495+1.7% | Added |
| Gsa Capital Partners LLP | 30,118 | $139.0K | 0.02% | −75,279−71.4% | Reduced |
| First National Trust Co | 31,025 | $143.0K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 31,563 | $145.5K | 0.00% | −13,592−30.1% | Reduced |
| Chapin Davis, Inc. | 31,725 | $146.3K | 0.08% | +31,725 | New |
| D.A. Davidson & Co. | 32,340 | $149.1K | 0.00% | −1,772−5.2% | Reduced |
| Great West Life Assurance Co | 32,549 | $151.0K | 0.00% | +3,005+10.2% | Added |
| Foresight Wealth Management, LLC | 32,831 | $151.4K | 2.17% | −2,214−6.3% | Reduced |
| Arkadios Wealth Advisors | 32,952 | $151.9K | 0.02% | −11,000−25.0% | Reduced |
| Cantor Fitzgerald, L. P. | 32,925 | $152.0K | 0.00% | +16,200+96.9% | Added |
| Creegan & Nassoura Financial Group, LLC | 33,225 | $153.2K | 0.12% | −9,025−21.4% | Reduced |
| Avantax Advisory Services, Inc. | 33,292 | $153.5K | 0.00% | +6,705+25.2% | Added |
| V Wealth Advisors LLC | 33,593 | $154.9K | 0.03% | +1,800+5.7% | Added |
| Handelsbanken Fonder AB | 34,000 | $157.0K | 0.00% | +34,000 | New |
| Perennial Investment Advisors, LLC | 34,346 | $158.3K | 0.06% | +7,175+26.4% | Added |
| Fortis Advisors, LLC | 34,650 | $159.7K | 0.12% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 34,715 | $160.0K | 0.03% | −59,533−63.2% | Reduced |
| Manufacturers Life Insurance Company, The | 35,127 | $161.9K | 0.00% | +23,300+197.0% | Added |
| Wolverine Trading, LLC | 35,262 | $163.0K | 0.00% | −102,785−74.5% | Reduced |
| Hexagon Capital Partners LLC | 36,070 | $166.3K | 0.05% | +1,349+3.9% | Added |
| Calton & Associates, Inc. | 36,350 | $167.6K | 0.06% | +21,350+142.3% | Added |
| Cutler Group LP | 36,601 | $168.0K | 0.02% | +28,863+373.0% | Added |
| Soltis Investment Advisors LLC | 36,777 | $169.5K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 36,806 | $170.0K | 0.00% | +8,924+32.0% | Added |
| Neuberger Berman Group LLC | 37,214 | $171.6K | 0.00% | +37,214 | New |
| Amussen Hunsaker Associates LLC | 37,279 | $171.9K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 37,322 | $172.1K | 0.01% | −223,412−85.7% | Reduced |
| Good Life Advisors, LLC | 37,507 | $172.9K | 0.02% | +2,106+5.9% | Added |
| Woodmont Investment Counsel LLC | 37,922 | $174.8K | 0.02% | +5,000+15.2% | Added |
| EverSource Wealth Advisors, LLC | 38,056 | $175.4K | 0.03% | +37,462+6,306.7% | Added |
| Kestra Private Wealth Services, LLC | 38,136 | $175.8K | 0.01% | −7,000−15.5% | Reduced |
| Hudock, Inc. | 38,911 | $179.4K | 0.06% | +984+2.6% | Added |
| River Street Advisors LLC | 39,849 | $183.7K | 0.20% | +39,849 | New |
| Private Trust Co NA | 40,640 | $187.0K | 0.03% | +40,640 | New |
| CI Private Wealth, LLC | 41,270 | $188.8K | 0.00% | +41,270 | New |
| Bulltick Wealth Management, LLC | 41,040 | $189.2K | 0.05% | −10,000−19.6% | Reduced |
| VitalStone Financial, LLC | 42,595 | $190.0K | 0.13% | +42,595 | New |
| Resources Investment Advisors, LLC. | 41,396 | $190.8K | 0.01% | −3,874−8.6% | Reduced |
| Highlander Capital Management, LLC | 41,350 | $191.0K | 0.10% | +3,850+10.3% | Added |
| Cim Investment Mangement Inc | 42,977 | $198.1K | 0.08% | −1,156−2.6% | Reduced |
| Valeo Financial Advisors, LLC | 43,460 | $200.4K | 0.01% | −10,686−19.7% | Reduced |
| Prudential Financial Inc | 43,677 | $201.4K | 0.00% | +2,188+5.3% | Added |
| Vigilare Wealth Management | 43,703 | $201.5K | 0.12% | −8,950−17.0% | Reduced |