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, Q1 2023
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2023. 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
- 532
- +30 vs. Q4 2022
- Shares held
- 318.3M
- −11.4M (−3.5%) vs. Q4 2022
- Total value
- $1.92B
- +$407.1M (+26.8%) vs. Q4 2022
- New holders
- 96
- 165 more added
- Sold out
- 66
- 154 more reduced
10 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 83 | $0 | 0.00% | +22+36.1% | Added |
| Iron Horse Wealth Management, LLC | 4 | $24 | 0.00% | −100−96.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 5 | $30 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $61 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 17 | $103 | 0.00% | +17 | New |
| West Branch Capital LLC | 36 | $219 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $273 | 0.00% | −1,250−96.5% | Reduced |
| West Paces Advisors Inc. | 45 | $273 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $298 | 0.00% | +49 | New |
| Tradewinds Capital Management, LLC | 50 | $304 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $455 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 80 | $486 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $498 | 0.00% | 00.0% | Unchanged |
| Lynwood Capital Management Inc. | 150,000 | $540 | 0.00% | +150,000 | New |
| BerganKDV Wealth Management, LLC | 91 | $553 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $572 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $607 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $607 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $607 | 0.00% | +48+92.3% | Added |
| Clearview Wealth Advisors LLC | 100 | $607 | 0.00% | +80+400.0% | Added |
| Fifth Third Bancorp | 120 | $728 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $759 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $759 | 0.00% | +125 | New |
| Performa Ltd (US), LLC | 130 | $789 | 0.00% | −70−35.0% | Reduced |
| Toronto Dominion Bank | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $1.00K | 0.00% | +100 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.21K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.21K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $1.21K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 214 | $1.30K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 229 | $1.37K | 0.00% | −114−33.2% | Reduced |
| TCI Wealth Advisors, Inc. | 285 | $1.73K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 300 | $1.75K | 0.00% | +300 | New |
| Piershale Financial Group, Inc. | 300 | $1.82K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $1.82K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 316 | $1.92K | 0.00% | +316 | New |
| Red Tortoise LLC | 328 | $1.99K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $2.00K | 0.00% | −250−50.0% | Reduced |
| Peoples Financial Services Corp. | 400 | $2.43K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 419 | $2.54K | 0.00% | +419 | New |
| Gradient Investments LLC | 442 | $2.68K | 0.00% | +400+952.4% | Added |
| Investment Research & Advisory Group, Inc. | 448 | $2.72K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 473 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $3.04K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 500 | $3.04K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 500 | $3.04K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.04K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 500 | $3.04K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $3.04K | 0.00% | +500 | New |
| Truvestments Capital LLC | 535 | $3.25K | 0.00% | −1,977−78.7% | Reduced |
| Evermay Wealth Management LLC | 600 | $3.64K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 605 | $3.67K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 634 | $3.85K | 0.00% | +634 | New |
| Private Trust Co NA | 640 | $3.88K | 0.00% | −40,000−98.4% | Reduced |
| Pin Oak Investment Advisors Inc | 620 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 594 | $4.00K | 0.00% | +551+1,281.4% | Added |
| Ancora Advisors, LLC | 667 | $4.05K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 700 | $4.25K | 0.00% | −35−4.8% | Reduced |
| Bourgeon Capital Management LLC | 757 | $4.59K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 757 | $4.59K | 0.00% | +231+43.9% | Added |
| Focused Wealth Management, Inc | 800 | $4.86K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 753 | $5.00K | 0.00% | −10,004−93.0% | Reduced |
| Retirement Group, LLC | 750 | $5.00K | 0.00% | +550+275.0% | Added |
| Quarry LP | 859 | $5.21K | 0.00% | +859 | New |
| Toth Financial Advisory Corp | 890 | $5.40K | 0.00% | +540+154.3% | Added |
| First Command Bank | 1,000 | $6.07K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 1,000 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $6.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $6.07K | 0.00% | +1,000 | New |
| Huntington National Bank | 1,001 | $6.08K | 0.00% | +1,000+100,000.0% | Added |
| Larson Financial Group LLC | 1,058 | $6.42K | 0.00% | +333+45.9% | Added |
| Optimum Investment Advisors | 1,095 | $6.65K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,100 | $6.68K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,220 | $7.00K | 0.01% | −79,521−98.5% | Reduced |
| Covestor Ltd | 1,183 | $7.00K | 0.01% | −21−1.7% | Reduced |
| Liberty One Investment Management, LLC | 1,185 | $7.19K | 0.00% | +1,185 | New |
| Quadrant Capital Group LLC | 1,192 | $7.24K | 0.00% | +346+40.9% | Added |
| PFG Private Wealth Management, LLC | 1,250 | $7.59K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,255 | $7.62K | 0.00% | −195−13.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,325 | $8.00K | 0.00% | +925+231.3% | Added |
| Bell Investment Advisors, Inc | 1,410 | $8.56K | 0.00% | −18−1.3% | Reduced |
| Ahrens Investment Partners LLC | 1,600 | $9.71K | 0.00% | +1,600 | New |
| Loomis Sayles & Co L P | 1,631 | $10.0K | 0.00% | +1,098+206.0% | Added |
| Westside Investment Management, Inc. | 1,700 | $10.3K | 0.00% | −450−20.9% | Reduced |
| Leonteq Securities AG | 1,920 | $11.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $12.1K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,057 | $12.5K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,285 | $13.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,293 | $13.9K | 0.00% | −10,710−82.4% | Reduced |
| Sound Income Strategies, LLC | 2,525 | $15.3K | 0.00% | +2,525 | New |
| Machina Capital S.A.S. | 2,600 | $15.8K | 0.01% | +2,600 | New |
| Hantz Financial Services, Inc. | 2,595 | $16.0K | 0.00% | −1,020−28.2% | Reduced |
| Geneos Wealth Management Inc. | 2,650 | $16.1K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $16.4K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,738 | $16.6K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,861 | $17.0K | 0.00% | +2,861 | New |
| SOA Wealth Advisors, LLC. | 2,840 | $17.2K | 0.00% | −180−6.0% | Reduced |