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 |
|---|---|---|---|---|---|
| Coastal Bridge Advisors, LLC | 3,000 | $18.2K | 0.00% | +3,000 | New |
| ZRC Wealth Management, LLC | 3,000 | $18.2K | 0.02% | +3,000 | New |
| RFP Financial Group LLC | 3,037 | $18.4K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3,186 | $19.0K | 0.00% | −802−20.1% | Reduced |
| ICA Group Wealth Management, LLC | 3,150 | $19.1K | 0.00% | +50+1.6% | Added |
| Allworth Financial LP | 3,241 | $19.7K | 0.00% | −1,978−37.9% | Reduced |
| Nomura Asset Management Co Ltd | 3,300 | $20.0K | 0.00% | +3,300 | New |
| Parallel Advisors, LLC | 3,462 | $21.0K | 0.00% | +1,966+131.4% | Added |
| Rosenberg Matthew Hamilton | 3,800 | $23.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3,990 | $24.2K | 0.00% | +300+8.1% | Added |
| Penserra Capital Management LLC | 4,212 | $25.0K | 0.00% | +667+18.8% | Added |
| Advisors Preferred, LLC | 4,191 | $25.3K | 0.01% | +4,191 | New |
| Manchester Capital Management LLC | 4,184 | $25.4K | 0.00% | +901+27.4% | Added |
| Clearstead Advisors, LLC | 4,240 | $25.7K | 0.00% | −200−4.5% | Reduced |
| Global Retirement Partners, LLC | 5,435 | $26.4K | 0.00% | +4,172+330.3% | Added |
| Plante Moran Financial Advisors, LLC | 4,503 | $27.3K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,529 | $27.5K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,885 | $29.7K | 0.01% | +200+4.3% | Added |
| TFC Financial Management | 5,000 | $30.4K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,000 | $30.4K | 0.02% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,178 | $31.4K | 0.02% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 5,380 | $32.7K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 5,763 | $35.0K | 0.00% | −320−5.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,826 | $35.0K | 0.01% | +5,826 | New |
| NewSquare Capital LLC | 6,000 | $36.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,155 | $37.4K | 0.00% | −6,665−52.0% | Reduced |
| Umb Bank N A | 6,171 | $37.5K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,352 | $38.6K | 0.00% | −720−10.2% | Reduced |
| Storebrand Asset Management AS | 6,455 | $39.2K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 6,500 | $39.5K | 0.02% | +6,500 | New |
| American International Group, Inc. | 8,107 | $49.2K | 0.00% | −179−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 6,725 | $52.5K | 0.00% | −550−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 8,762 | $53.0K | 0.00% | −115,951−93.0% | Reduced |
| Russell Investments Group, Ltd. | 8,737 | $53.0K | 0.00% | −16,301−65.1% | Reduced |
| Banque Cantonale Vaudoise | 9,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 9,365 | $56.8K | 0.00% | −2,914−23.7% | Reduced |
| CX Institutional | 10,000 | $60.3K | 0.00% | +10,000 | New |
| Continuum Advisory, LLC | 10,000 | $60.7K | 0.01% | −32−0.3% | Reduced |
| Fagan Associates, Inc. | 10,000 | $60.7K | 0.02% | 00.0% | Unchanged |
| CNB Bank | 10,000 | $60.7K | 0.04% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 13,235 | $60.8K | 0.01% | +13,235 | New |
| Patron Partners Advisors, LLC | 10,100 | $61.3K | 0.05% | +10,100 | New |
| Glenmede Trust Co NA | 10,119 | $61.4K | 0.00% | +10,119 | New |
| Main Street Financial Solutions, LLC | 10,139 | $61.5K | 0.01% | −200−1.9% | Reduced |
| Clear Creek Financial Management, LLC | 10,200 | $61.9K | 0.01% | +10,200 | New |
| Cora Capital Advisors LLC | 10,292 | $62.5K | 0.05% | +217+2.2% | Added |
| StoneX Group Inc. | 10,304 | $62.5K | 0.01% | +10,304 | New |
| Global Wealth Management Investment Advisory, Inc. | 10,393 | $63.1K | 0.02% | −596−5.4% | Reduced |
| Moneta Group Investment Advisors LLC | 10,394 | $63.1K | 0.00% | +2,244+27.5% | Added |
| US Bancorp | 10,515 | $63.8K | 0.00% | +3,739+55.2% | Added |
| IFG Advisory, LLC | 10,700 | $64.9K | 0.01% | +10,700 | New |
| Sender Co & Partners, Inc. | 10,780 | $65.4K | 0.24% | −7,229−40.1% | Reduced |
| Evercore Wealth Management, LLC | 10,849 | $65.9K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,890 | $66.1K | 0.01% | +10,890 | New |
| Autumn Glory Partners, LLC | 11,000 | $66.8K | 0.06% | 00.0% | Unchanged |
| Prostatis Group LLC | 12,200 | $66.9K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 11,131 | $67.6K | 0.00% | −4,725−29.8% | Reduced |
| Ballentine Partners, LLC | 11,145 | $67.7K | 0.00% | +452+4.2% | Added |
| Burney Co | 11,294 | $68.6K | 0.00% | +100+0.9% | Added |
| Northside Capital Management, LLC | 11,493 | $69.8K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 11,548 | $70.1K | 0.01% | −71−0.6% | Reduced |
| Smith Anglin Financial, LLC | 11,550 | $70.1K | 0.01% | +11,550 | New |
| Capital Advisors Inc | 11,746 | $71.3K | 0.00% | +11,746 | New |
| Apollon Wealth Management, LLC | 11,981 | $72.7K | 0.00% | +11,981 | New |
| Suncoast Equity Management | 12,000 | $72.8K | 0.01% | +12,000 | New |
| CWM, LLC | 11,979 | $73.0K | 0.00% | +560+4.9% | Added |
| SkyOak Wealth, LLC | 12,044 | $73.1K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 12,265 | $74.4K | 0.01% | +565+4.8% | Added |
| Merit Financial Group, LLC | 12,268 | $74.5K | 0.00% | +12,268 | New |
| Cookson Peirce & Co Inc | 12,594 | $76.0K | 0.00% | +12,594 | New |
| Wealthfront Advisers LLC | 12,938 | $78.5K | 0.00% | +12,938 | New |
| Nwam LLC | 13,117 | $79.6K | 0.01% | +13,117 | New |
| Worth Financial Advisory Group, LLC | 13,685 | $83.1K | 0.08% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 26,598 | $83.3K | 0.10% | +26,598 | New |
| Atomi Financial Group, Inc. | 13,790 | $83.7K | 0.05% | +13,790 | New |
| Claro Advisors LLC | 14,096 | $85.6K | 0.03% | −100−0.7% | Reduced |
| Snowden Capital Advisors LLC | 14,125 | $85.7K | 0.00% | +2,325+19.7% | Added |
| Pensionmark Financial Group, LLC | 14,303 | $86.8K | 0.02% | +14,303 | New |
| Traynor Capital Management, Inc. | 14,351 | $87.1K | 0.01% | −1,100−7.1% | Reduced |
| Axq Capital, LP | 14,600 | $88.6K | 0.04% | +14,600 | New |
| The PNC Financial Services Group, Inc. | 14,630 | $88.8K | 0.00% | +1,386+10.5% | Added |
| LJI Wealth Management, LLC | 14,770 | $89.7K | 0.03% | +14,770 | New |
| Integrated Wealth Concepts LLC | 14,885 | $90.0K | 0.00% | +2,027+15.8% | Added |
| Columbia Asset Management | 14,980 | $91.0K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 15,145 | $91.9K | 0.02% | −905−5.6% | Reduced |
| J.W. Cole Advisors, Inc. | 15,150 | $92.0K | 0.01% | +873+6.1% | Added |
| VitalStone Financial, LLC | 5,861 | $93.0K | 0.08% | −36,734−86.2% | Reduced |
| Avestar Capital, LLC | 15,332 | $93.1K | 0.02% | −1,540−9.1% | Reduced |
| Tradition Wealth Management, LLC | 15,435 | $94.0K | 0.01% | +8,380+118.8% | Added |
| Chiron Capital Management, LLC | 15,505 | $94.1K | 0.07% | −795−4.9% | Reduced |
| Aspiriant, LLC | 15,633 | $94.9K | 0.00% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,670 | $95.1K | 0.08% | +170+1.1% | Added |
| McAlister, Sweet & Associates, Inc. | 15,700 | $95.3K | 0.10% | +15,700 | New |
| Vivaldi Capital Management, LLC | 15,788 | $95.8K | 0.03% | −71−0.4% | Reduced |
| Crewe Advisors LLC | 15,834 | $96.1K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 15,847 | $96.2K | 0.00% | −500−3.1% | Reduced |
| Elkhorn Partners Limited Partnership | 16,000 | $97.0K | 0.06% | +1,000+6.7% | Added |
| Redwood Wealth Management Group, LLC | 16,350 | $99.2K | 0.11% | +2,100+14.7% | Added |
| Albion Financial Group | 16,415 | $99.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 17,492 | $100.4K | 0.00% | −30,805−63.8% | Reduced |