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 |
|---|---|---|---|---|---|
| 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 |
| Freedom Wealth Alliance, LLC | 4,767 | $22.0K | 0.03% | +4,767 | New |
| PSI Advisors, LLC | 4,685 | $21.6K | 0.01% | −600−11.4% | Reduced |
| Advent Capital Management | 4,600 | $21.2K | 0.00% | +4,600 | New |
| Glassman Wealth Services | 4,529 | $20.9K | 0.00% | −137−2.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,503 | $20.8K | 0.00% | +1,952+76.5% | Added |
| Clearstead Advisors, LLC | 4,440 | $20.5K | 0.00% | +2,200+98.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,988 | $18.0K | 0.00% | −500−11.1% | Reduced |
| Rosenberg Matthew Hamilton | 3,800 | $17.5K | 0.01% | +2,200+137.5% | Added |
| SRS Capital Advisors, Inc. | 3,690 | $17.0K | 0.00% | +170+4.8% | Added |
| Hantz Financial Services, Inc. | 3,615 | $17.0K | 0.00% | −955−20.9% | Reduced |
| Byrne Asset Management LLC | 3,500 | $16.1K | 0.01% | +3,500 | New |
| Penserra Capital Management LLC | 3,545 | $16.0K | 0.00% | −148−4.0% | Reduced |
| Manchester Capital Management LLC | 3,283 | $15.1K | 0.00% | +961+41.4% | Added |
| ICA Group Wealth Management, LLC | 3,100 | $14.3K | 0.00% | +3,100 | New |
| RFP Financial Group LLC | 3,037 | $14.0K | 0.01% | +3,037 | New |
| SOA Wealth Advisors, LLC. | 3,020 | $13.9K | 0.00% | +90+3.1% | Added |
| Washington Trust Co | 2,738 | $12.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $12.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,650 | $12.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2,512 | $11.6K | 0.01% | +2,512 | New |
| Parkside Financial Bank & Trust | 2,285 | $10.5K | 0.00% | +203+9.8% | Added |
| Industrial Alliance Investment Management Inc. | 2,185 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,057 | $9.48K | 0.00% | −5,514−72.8% | Reduced |
| Barrett & Company, Inc. | 2,000 | $9.22K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 2,000 | $9.22K | 0.00% | +2,000 | New |
| Leonteq Securities AG | 1,920 | $8.85K | 0.00% | +1,100+134.1% | Added |
| Accurate Wealth Management, LLC | 1,500 | $7.68K | 0.00% | +1,500 | New |
| Parallel Advisors, LLC | 1,496 | $6.90K | 0.00% | −2,601−63.5% | Reduced |
| AdvisorNet Financial, Inc | 1,450 | $6.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,428 | $6.58K | 0.00% | +655+84.7% | Added |
| 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 |
| Baker Avenue Asset Management, LP | 1,295 | $5.97K | 0.00% | +1,295 | New |
| Global Retirement Partners, LLC | 1,263 | $5.82K | 0.00% | −150−10.6% | 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 |
| Optimum Investment Advisors | 1,095 | $5.05K | 0.00% | −300−21.5% | Reduced |
| 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 |
| Yarbrough Capital, LLC | 1,000 | $4.61K | 0.00% | +1,000 | New |
| Quadrant Capital Group LLC | 846 | $3.90K | 0.00% | −165−16.3% | Reduced |
| Focused Wealth Management, Inc | 800 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 757 | $3.49K | 0.00% | +757 | New |
| Blue Bell Private Wealth Management, LLC | 735 | $3.39K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 725 | $3.34K | 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 |
| Bellwether Advisors, LLC | 605 | $2.79K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 600 | $2.77K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 526 | $2.42K | 0.00% | +70+15.4% | Added |
| 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 |
| Investment Research & Advisory Group, Inc. | 448 | $2.06K | 0.00% | +448 | New |
| 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 |
| Peoples Financial Services Corp. | 400 | $1.84K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $1.61K | 0.00% | −110−23.9% | Reduced |
| Versant Capital Management, Inc | 343 | $1.58K | 0.00% | +258+303.5% | Added |
| Red Tortoise LLC | 328 | $1.51K | 0.00% | +328 | New |
| 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 |
| TCI Wealth Advisors, Inc. | 285 | $1.31K | 0.00% | −420−59.6% | Reduced |
| Cornerstone Planning Group LLC | 236 | $1.28K | 0.00% | +236 | New |
| 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 |
| SJS Investment Consulting Inc. | 214 | $987 | 0.00% | +104+94.5% | Added |
| 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 |
| Arcus Capital Partners, LLC | 195 | $899 | 0.00% | +195 | New |
| AlphaStar Capital Management, LLC | 190,334 | $877 | 0.00% | +4,919+2.7% | Added |
| Private Advisor Group, LLC | 168,837 | $778 | 0.00% | −71,123−29.6% | Reduced |
| Delos Wealth Advisors, LLC | 125 | $576 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $553 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 105 | $484 | 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 |
| Paragon Wealth Strategies, LLC | 96 | $443 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 91 | $420 | 0.00% | +24+35.8% | Added |
| Quent Capital, LLC | 82 | $378 | 0.00% | +82 | New |
| Kistler-Tiffany Companies, LLC | 80 | $369 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $346 | 0.00% | +75 | New |
| Farther Finance Advisors, LLC | 52 | $240 | 0.00% | +52 | New |
| Tradewinds Capital Management, LLC | 50 | $230 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 47 | $217 | 0.00% | +47 | New |
| West Paces Advisors Inc. | 45 | $207 | 0.00% | 00.0% | Unchanged |