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 |
|---|---|---|---|---|---|
| M Holdings Securities, Inc. | 49,306 | $227.0K | 0.02% | −5,197−9.5% | Reduced |
| Change Path, LLC | 48,999 | $226.0K | 0.01% | +90.0% | Added |
| CIBC Private Wealth Group, LLC | 78,231 | $224.7K | 0.00% | −22,585−22.4% | Reduced |
| Jefferies Financial Group Inc. | 46,700 | $215.3K | 0.00% | +46,700 | New |
| Harbour Investments, Inc. | 45,478 | $209.7K | 0.01% | +8,253+22.2% | Added |
| Garden State Investment Advisory Services LLC | 45,016 | $207.5K | 0.12% | +45,016 | New |
| Rockefeller Capital Management L.P. | 44,570 | $205.0K | 0.00% | −7,509−14.4% | Reduced |
| Independent Financial Group, LLC | 43,940 | $202.6K | 0.02% | −18,533−29.7% | Reduced |
| Caliber Wealth Management, LLC | 43,851 | $202.2K | 0.15% | 00.0% | Unchanged |
| Vigilare Wealth Management | 43,703 | $201.5K | 0.12% | −8,950−17.0% | Reduced |
| Prudential Financial Inc | 43,677 | $201.4K | 0.00% | +2,188+5.3% | Added |
| Valeo Financial Advisors, LLC | 43,460 | $200.4K | 0.01% | −10,686−19.7% | Reduced |
| Cim Investment Mangement Inc | 42,977 | $198.1K | 0.08% | −1,156−2.6% | Reduced |
| Highlander Capital Management, LLC | 41,350 | $191.0K | 0.10% | +3,850+10.3% | Added |
| Resources Investment Advisors, LLC. | 41,396 | $190.8K | 0.01% | −3,874−8.6% | Reduced |
| VitalStone Financial, LLC | 42,595 | $190.0K | 0.13% | +42,595 | New |
| Bulltick Wealth Management, LLC | 41,040 | $189.2K | 0.05% | −10,000−19.6% | Reduced |
| CI Private Wealth, LLC | 41,270 | $188.8K | 0.00% | +41,270 | New |
| Private Trust Co NA | 40,640 | $187.0K | 0.03% | +40,640 | New |
| River Street Advisors LLC | 39,849 | $183.7K | 0.20% | +39,849 | New |
| Hudock, Inc. | 38,911 | $179.4K | 0.06% | +984+2.6% | Added |
| Kestra Private Wealth Services, LLC | 38,136 | $175.8K | 0.01% | −7,000−15.5% | Reduced |
| EverSource Wealth Advisors, LLC | 38,056 | $175.4K | 0.03% | +37,462+6,306.7% | Added |
| Woodmont Investment Counsel LLC | 37,922 | $174.8K | 0.02% | +5,000+15.2% | Added |
| Good Life Advisors, LLC | 37,507 | $172.9K | 0.02% | +2,106+5.9% | Added |
| Summit Trail Advisors, LLC | 37,322 | $172.1K | 0.01% | −223,412−85.7% | Reduced |
| Amussen Hunsaker Associates LLC | 37,279 | $171.9K | 0.05% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 37,214 | $171.6K | 0.00% | +37,214 | New |
| Mercer Global Advisors Inc | 36,806 | $170.0K | 0.00% | +8,924+32.0% | Added |
| Soltis Investment Advisors LLC | 36,777 | $169.5K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 36,601 | $168.0K | 0.02% | +28,863+373.0% | Added |
| Calton & Associates, Inc. | 36,350 | $167.6K | 0.06% | +21,350+142.3% | Added |
| Hexagon Capital Partners LLC | 36,070 | $166.3K | 0.05% | +1,349+3.9% | Added |
| Wolverine Trading, LLC | 35,262 | $163.0K | 0.00% | −102,785−74.5% | Reduced |
| Manufacturers Life Insurance Company, The | 35,127 | $161.9K | 0.00% | +23,300+197.0% | Added |
| Means Investment Co., Inc. | 34,715 | $160.0K | 0.03% | −59,533−63.2% | Reduced |
| Fortis Advisors, LLC | 34,650 | $159.7K | 0.12% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 34,346 | $158.3K | 0.06% | +7,175+26.4% | Added |
| Handelsbanken Fonder AB | 34,000 | $157.0K | 0.00% | +34,000 | New |
| V Wealth Advisors LLC | 33,593 | $154.9K | 0.03% | +1,800+5.7% | Added |
| Avantax Advisory Services, Inc. | 33,292 | $153.5K | 0.00% | +6,705+25.2% | Added |
| Creegan & Nassoura Financial Group, LLC | 33,225 | $153.2K | 0.12% | −9,025−21.4% | Reduced |
| Cantor Fitzgerald, L. P. | 32,925 | $152.0K | 0.00% | +16,200+96.9% | Added |
| Arkadios Wealth Advisors | 32,952 | $151.9K | 0.02% | −11,000−25.0% | Reduced |
| Foresight Wealth Management, LLC | 32,831 | $151.4K | 2.17% | −2,214−6.3% | Reduced |
| Great West Life Assurance Co | 32,549 | $151.0K | 0.00% | +3,005+10.2% | Added |
| D.A. Davidson & Co. | 32,340 | $149.1K | 0.00% | −1,772−5.2% | Reduced |
| Chapin Davis, Inc. | 31,725 | $146.3K | 0.08% | +31,725 | New |
| Equitable Holdings, Inc. | 31,563 | $145.5K | 0.00% | −13,592−30.1% | Reduced |
| First National Trust Co | 31,025 | $143.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 30,118 | $139.0K | 0.02% | −75,279−71.4% | Reduced |
| KRS Capital Management, LLC | 29,745 | $137.1K | 0.19% | +495+1.7% | Added |
| Moseley Investment Management Inc | 29,351 | $135.3K | 0.10% | −719−2.4% | Reduced |
| Independent Wealth Network Inc. | 29,213 | $134.7K | 0.09% | +5,910+25.4% | Added |
| Quinn Opportunity Partners LLC | 28,000 | $129.1K | 0.02% | +10,000+55.6% | Added |
| Regal Investment Advisors LLC | 27,466 | $126.6K | 0.01% | −5,891−17.7% | Reduced |
| Xponance, Inc. | 27,416 | $126.4K | 0.00% | +12,754+87.0% | Added |
| Stratos Wealth Partners, LTD. | 26,949 | $124.2K | 0.00% | −11,378−29.7% | Reduced |
| Boenning & Scattergood, Inc. | 13,150 | $124.0K | 0.02% | +13,150 | New |
| Empowered Funds, LLC | 26,531 | $122.3K | 0.01% | +94+0.4% | Added |
| IHT Wealth Management, LLC | 26,051 | $120.1K | 0.01% | +2,278+9.6% | Added |
| HSBC Holdings PLC | 26,549 | $119.6K | 0.00% | −132,649−83.3% | Reduced |
| Xcel Wealth Management, LLC | 25,780 | $118.8K | 0.05% | −200−0.8% | Reduced |
| Captrust Financial Advisors | 25,779 | $118.8K | 0.00% | −23,627−47.8% | Reduced |
| Chimera Capital Management LLC | 25,622 | $118.1K | 0.03% | −136,241−84.2% | Reduced |
| Adviser Investments LLC | 22,857 | $117.7K | 0.00% | +2,754+13.7% | Added |
| Buckingham Strategic Wealth, LLC | 25,346 | $116.8K | 0.00% | −753−2.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,774 | $116.0K | 0.00% | +6,849+36.2% | Added |
| Russell Investments Group, Ltd. | 25,038 | $115.4K | 0.00% | −73,449−74.6% | Reduced |
| MSD Partners, L.P. | 25,000 | $115.3K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 24,800 | $114.3K | 0.07% | +1,725+7.5% | Added |
| Perigon Wealth Management, LLC | 24,562 | $113.2K | 0.01% | +2,864+13.2% | Added |
| CIBC Asset Management Inc | 24,532 | $113.1K | 0.00% | +24,532 | New |
| Garde Capital, Inc. | 24,542 | $113.0K | 0.01% | −2,220−8.3% | Reduced |
| Sigma Planning Corp | 24,475 | $112.8K | 0.00% | +2,613+12.0% | Added |
| Zions Bancorporation, N.A. | 24,348 | $112.2K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,116 | $111.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23,612 | $108.9K | 0.02% | 00.0% | Unchanged |
| Manchester Financial Inc | 23,378 | $107.8K | 0.03% | +23,378 | New |
| Keystone Financial Group | 23,120 | $106.6K | 0.02% | +265+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 22,969 | $105.9K | 0.00% | −2,500−9.8% | Reduced |
| Brown Advisory Inc | 22,703 | $104.7K | 0.00% | +3,405+17.6% | Added |
| BBR Partners, LLC | 22,345 | $103.0K | 0.01% | +22,345 | New |
| Founders Financial Securities LLC | 22,000 | $101.4K | 0.02% | +10,500+91.3% | Added |
| DFPG Investments, LLC | 19,557 | $100.7K | 0.02% | −413,601−95.5% | Reduced |
| Benedetti & Gucer, Inc. | 21,533 | $99.0K | 0.07% | +21,533 | New |
| Orion Portfolio Solutions, LLC | 21,311 | $98.2K | 0.00% | −3,631−14.6% | Reduced |
| Emerald Mutual Fund Advisers Trust | 20,978 | $96.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20,000 | $92.2K | 0.00% | 00.0% | Unchanged |
| Alpine Global Management, LLC | 19,924 | $92.0K | 0.03% | +19,924 | New |
| 180 Wealth Advisors, LLC | 16,050 | $91.6K | 0.02% | +3,670+29.6% | Added |
| Resolute Partners Group | 19,827 | $91.4K | 0.01% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 19,792 | $91.2K | 0.07% | 00.0% | Unchanged |
| M&T Bank Corp | 19,491 | $89.9K | 0.00% | −2,537−11.5% | Reduced |
| National Bank of Canada | 19,308 | $88.8K | 0.00% | −19,937−50.8% | Reduced |
| CWA Asset Management Group, LLC | 19,257 | $88.8K | 0.01% | −123,037−86.5% | Reduced |
| Wedbush Securities Inc | 19,100 | $88.0K | 0.00% | −17,407−47.7% | Reduced |
| Independent Advisor Alliance | 18,931 | $87.0K | 0.01% | +18,931 | New |
| Oak Thistle LLC | 18,871 | $87.0K | 0.19% | −6,738−26.3% | Reduced |
| DDFG, Inc | 18,838 | $86.8K | 0.04% | +18,838 | New |