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 |
|---|---|---|---|---|---|
| McGuire Investment Group, LLC | 18,650 | $86.0K | 0.02% | +1,128+6.4% | Added |
| Enzi Wealth | 14,784 | $85.6K | 0.04% | +14,784 | New |
| Pathway Financial Advisers, LLC | 18,392 | $84.8K | 0.03% | +18,392 | New |
| Brainard Capital Management LLC | 18,186 | $83.8K | 0.07% | +18,186 | New |
| Petrus Trust Company, LTA | 18,144 | $83.6K | 0.01% | +18,144 | New |
| Sender Co & Partners, Inc. | 18,009 | $83.0K | 0.13% | +18,009 | New |
| Visionary Wealth Advisors | 17,800 | $82.0K | 0.01% | −2,250−11.2% | Reduced |
| Prosperity Wealth Management, Inc. | 17,542 | $80.9K | 0.08% | +17,542 | New |
| Fairfield, Bush & Co. | 17,500 | $80.7K | 0.05% | +2,800+19.0% | Added |
| SkyView Investment Advisors, LLC | 17,157 | $79.0K | 0.02% | 00.0% | Unchanged |
| Bensler, LLC | 17,090 | $78.8K | 0.02% | +700+4.3% | Added |
| Avestar Capital, LLC | 16,872 | $77.8K | 0.02% | −11,198−39.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 16,843 | $77.6K | 0.03% | +16,843 | New |
| MetLife Investment Management | 16,650 | $76.8K | 0.00% | +298+1.8% | Added |
| Vivaldi Capital Management, LLC | 15,859 | $76.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 16,512 | $76.1K | 0.00% | −25−0.2% | Reduced |
| Stockman Wealth Management, Inc. | 16,500 | $76.1K | 0.02% | +16,500 | New |
| Albion Financial Group | 16,415 | $75.7K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 16,398 | $75.6K | 0.02% | +16,398 | New |
| InterOcean Capital Group, LLC | 16,347 | $75.4K | 0.00% | +16,347 | New |
| Chiron Capital Management, LLC | 16,300 | $75.1K | 0.05% | −2,370−12.7% | Reduced |
| Concorde Asset Management, LLC | 16,150 | $74.5K | 0.07% | +400+2.5% | Added |
| Sandy Spring Bank | 15,856 | $73.1K | 0.00% | −16,000−50.2% | Reduced |
| Crewe Advisors LLC | 15,834 | $73.0K | 0.01% | −500−3.1% | Reduced |
| Gyroscope Capital Management Group, LLC | 15,800 | $72.8K | 0.02% | −100−0.6% | Reduced |
| Aspiriant, LLC | 15,633 | $72.1K | 0.00% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 15,451 | $71.2K | 0.01% | +225+1.5% | Added |
| Cooper/Haims Advisors, LLC | 15,500 | $71.0K | 0.05% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 15,265 | $70.4K | 0.00% | −10,344−40.4% | Reduced |
| Gladstone Institutional Advisory LLC | 15,198 | $70.1K | 0.00% | −386−2.5% | Reduced |
| Signaturefd, LLC | 15,004 | $69.2K | 0.00% | +4,750+46.3% | Added |
| Cresset Asset Management, LLC | 14,969 | $69.0K | 0.00% | +1,302+9.5% | 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 |
| FMR LLC | 14,343 | $66.1K | 0.00% | +1,901+15.3% | Added |
| J.W. Cole Advisors, Inc. | 14,277 | $65.8K | 0.01% | −223−1.5% | Reduced |
| Redwood Wealth Management Group, LLC | 14,250 | $65.7K | 0.08% | +14,250 | New |
| Claro Advisors LLC | 14,196 | $65.4K | 0.02% | +14,196 | New |
| Proficio Capital Partners LLC | 13,991 | $65.3K | 0.01% | +396+2.9% | Added |
| First Capital Advisors Group, LLC. | 14,163 | $65.3K | 0.04% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 13,685 | $63.1K | 0.07% | +13,685 | New |
| CoreCap Advisors, LLC | 13,492 | $62.2K | 0.00% | −7,000−34.2% | Reduced |
| Walkner Condon Financial Advisors LLC | 13,437 | $61.9K | 0.02% | +13,437 | New |
| Emerald Advisers, LLC | 13,400 | $61.8K | 0.00% | +7,600+131.0% | Added |
| The PNC Financial Services Group, Inc. | 13,244 | $61.1K | 0.00% | −5,341−28.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 13,224 | $61.0K | 0.00% | +13,224 | New |
| Gofen & Glossberg LLC | 13,000 | $60.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13,003 | $59.9K | 0.01% | +1,178+10.0% | Added |
| Belpointe Asset Management LLC | 12,820 | $59.1K | 0.00% | +12,820 | New |
| RiverGlades Family Offices LLC | 12,810 | $59.1K | 0.05% | +12,810 | New |
| Integrated Wealth Concepts LLC | 12,858 | $59.0K | 0.00% | −71−0.5% | Reduced |
| Well Done, LLC | 12,715 | $58.6K | 0.01% | +10+0.1% | Added |
| Brighton Jones LLC | 12,646 | $58.3K | 0.00% | −661,093−98.1% | Reduced |
| Water Island Capital LLC | 12,500 | $57.6K | 0.00% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 8,150 | $56.5K | 0.00% | +8,150 | New |
| Asset Management One Co.,Ltd. | 12,279 | $56.4K | 0.00% | +2,979+32.0% | Added |
| Prostatis Group LLC | 12,200 | $56.2K | 0.03% | 00.0% | Unchanged |
| XR Securities LLC | 12,165 | $56.1K | 0.07% | −5,725−32.0% | Reduced |
| SkyOak Wealth, LLC | 12,044 | $55.5K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 11,800 | $54.4K | 0.00% | +426+3.7% | Added |
| Financial Advisory Service, Inc. | 11,700 | $53.9K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,619 | $53.6K | 0.01% | −3,706−24.2% | Reduced |
| KMG Fiduciary Partners, LLC | 11,571 | $53.3K | 0.01% | +11,571 | New |
| CWM, LLC | 11,419 | $53.0K | 0.00% | −1,471−11.4% | Reduced |
| Northside Capital Management, LLC | 11,493 | $53.0K | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,338 | $52.3K | 0.00% | +11,338 | New |
| Burney Co | 11,194 | $51.6K | 0.00% | −9,425−45.7% | Reduced |
| Autumn Glory Partners, LLC | 11,000 | $50.7K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,989 | $50.7K | 0.02% | −5,385−32.9% | Reduced |
| Evercore Wealth Management, LLC | 10,849 | $50.0K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 10,757 | $50.0K | 0.00% | +9,966+1,259.9% | Added |
| SOL Capital Management CO | 10,735 | $49.5K | 0.01% | 00.0% | Unchanged |
| Icapital Wealth LLC | 10,700 | $49.3K | 0.04% | −75,900−87.6% | Reduced |
| Ballentine Partners, LLC | 10,693 | $49.3K | 0.00% | +10,693 | New |
| Main Street Financial Solutions, LLC | 10,339 | $48.0K | 0.01% | −410−3.8% | Reduced |
| Catalyst Capital Advisors LLC | 10,400 | $47.9K | 0.00% | −73,680−87.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 10,241 | $47.2K | 0.00% | +10,241 | New |
| Cora Capital Advisors LLC | 10,075 | $46.4K | 0.03% | +10,075 | New |
| Continuum Advisory, LLC | 10,032 | $46.2K | 0.01% | −203−2.0% | Reduced |
| 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 |
| Banque Cantonale Vaudoise | 9,000 | $42.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 7,275 | $40.6K | 0.00% | −105,592−93.6% | Reduced |
| American International Group, Inc. | 8,286 | $38.2K | 0.00% | −53−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,227 | $37.9K | 0.00% | +8,227 | New |
| Tradition Wealth Management, LLC | 7,055 | $33.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 7,072 | $32.6K | 0.00% | +489+7.4% | Added |
| GWM Advisors LLC | 30,466 | $31.8K | 0.00% | +3,471+12.9% | Added |
| US Bancorp | 6,776 | $31.2K | 0.00% | −3,801−35.9% | Reduced |
| Storebrand Asset Management AS | 6,455 | $29.8K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 6,083 | $28.0K | 0.00% | −373−5.8% | Reduced |
| 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 |
| NewSquare Capital LLC | 6,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5,380 | $26.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 5,219 | $24.1K | 0.00% | +2,921+127.1% | Added |
| Money Concepts Capital Corp | 5,211 | $24.0K | 0.00% | +4,782+1,114.7% | Added |
| Dudley Capital Management, LLC | 5,178 | $23.9K | 0.02% | +5,178 | New |