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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 16,686 | $101.3K | 0.00% | +36+0.2% | Added |
| Cresset Asset Management, LLC | 16,869 | $102.4K | 0.00% | +1,900+12.7% | Added |
| Concorde Asset Management, LLC | 16,950 | $102.9K | 0.12% | +800+5.0% | Added |
| Wedbush Securities Inc | 17,000 | $103.0K | 0.01% | −2,100−11.0% | Reduced |
| Good Life Advisors, LLC | 17,063 | $103.6K | 0.01% | −20,444−54.5% | Reduced |
| Bensler, LLC | 17,090 | $103.7K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 17,158 | $104.1K | 0.00% | +2,154+14.4% | Added |
| First Capital Advisors Group, LLC. | 17,313 | $105.1K | 0.07% | +3,150+22.2% | Added |
| Visionary Wealth Advisors | 17,800 | $108.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 17,861 | $108.4K | 0.05% | +17,861 | New |
| Brainard Capital Management LLC | 18,186 | $110.4K | 0.08% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 18,197 | $110.5K | 0.07% | −11,016−37.7% | Reduced |
| Independent Advisor Alliance | 18,300 | $111.1K | 0.01% | −631−3.3% | Reduced |
| Pointe Capital Management LLC | 18,490 | $112.2K | 0.08% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 18,650 | $113.2K | 0.02% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 25,346 | $116.8K | 0.00% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 19,792 | $120.1K | 0.07% | 00.0% | Unchanged |
| Resolute Partners Group | 19,827 | $120.3K | 0.01% | 00.0% | Unchanged |
| DDFG, Inc | 19,902 | $120.8K | 0.05% | +1,064+5.6% | Added |
| Farmers & Merchants Investments Inc | 20,000 | $121.4K | 0.00% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 20,085 | $121.9K | 0.03% | +20,085 | New |
| SkyView Investment Advisors, LLC | 20,307 | $123.0K | 0.03% | +3,150+18.4% | Added |
| Ieq Capital, LLC | 20,296 | $123.2K | 0.00% | +3,784+22.9% | Added |
| Fairfield, Bush & Co. | 20,400 | $123.8K | 0.04% | +2,900+16.6% | Added |
| M&T Bank Corp | 20,463 | $124.2K | 0.00% | +972+5.0% | Added |
| Orion Portfolio Solutions, LLC | 21,075 | $127.9K | 0.00% | −236−1.1% | Reduced |
| Brinker Capital Investments, LLC | 21,075 | $127.9K | 0.00% | +21,075 | New |
| CIBC Asset Management Inc | 21,178 | $128.6K | 0.00% | −3,354−13.7% | Reduced |
| Arrowroot Family Office, LLC | 21,234 | $128.9K | 0.11% | +21,234 | New |
| Bridgefront Capital, LLC | 21,457 | $130.2K | 0.08% | +21,457 | New |
| National Bank of Canada | 21,738 | $132.0K | 0.00% | +2,430+12.6% | Added |
| Zullo Investment Group, Inc. | 21,850 | $132.6K | 0.08% | −2,950−11.9% | Reduced |
| Pathway Financial Advisers, LLC | 22,279 | $135.2K | 0.05% | +3,887+21.1% | Added |
| SEI Investments Co | 22,455 | $136.3K | 0.00% | +22,455 | New |
| Change Path, LLC | 22,554 | $137.0K | 0.01% | −26,445−54.0% | Reduced |
| Beacon Pointe Advisors, LLC | 22,660 | $137.5K | 0.00% | −37,654−62.4% | Reduced |
| Brown Advisory Inc | 22,703 | $137.8K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 22,787 | $138.3K | 0.00% | +22,787 | New |
| Founders Financial Securities LLC | 23,000 | $139.6K | 0.02% | +1,000+4.5% | Added |
| Jump Financial, LLC | 23,061 | $140.0K | 0.01% | −150,366−86.7% | Reduced |
| KRS Capital Management, LLC | 23,145 | $140.5K | 0.16% | −6,600−22.2% | Reduced |
| HSBC Holdings PLC | 23,403 | $141.6K | 0.00% | −3,146−11.8% | Reduced |
| Nomura Holdings Inc | 23,446 | $142.3K | 0.00% | +23,446 | New |
| Manchester Financial Inc | 23,456 | $142.4K | 0.04% | +78+0.3% | Added |
| Shay Capital LLC | 23,485 | $142.6K | 0.06% | +23,485 | New |
| Harbor Investment Advisory, LLC | 23,612 | $143.3K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23,907 | $145.1K | 0.01% | −441−1.8% | Reduced |
| Independent Financial Group, LLC | 24,406 | $148.1K | 0.01% | −19,534−44.5% | Reduced |
| Garde Capital, Inc. | 24,542 | $149.0K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 24,630 | $149.5K | 0.03% | −8,963−26.7% | Reduced |
| MSD Partners, L.P. | 25,000 | $151.8K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,125 | $152.5K | 0.01% | +650+2.7% | Added |
| PFG Investments, LLC | 25,408 | $154.2K | 0.03% | +25,408 | New |
| IHT Wealth Management, LLC | 25,420 | $154.3K | 0.01% | −631−2.4% | Reduced |
| NWF Advisory Services Inc. | 18,678 | $155.8K | 0.04% | +18,678 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,774 | $156.4K | 0.00% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 25,780 | $156.5K | 0.06% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 27,300 | $165.7K | 0.00% | −5,625−17.1% | Reduced |
| Xponance, Inc. | 27,805 | $168.8K | 0.00% | +389+1.4% | Added |
| Captrust Financial Advisors | 27,816 | $168.8K | 0.00% | +2,037+7.9% | Added |
| Quinn Opportunity Partners LLC | 28,000 | $170.0K | 0.02% | 00.0% | Unchanged |
| Great West Life Assurance Co | 28,422 | $173.0K | 0.00% | −4,127−12.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,234 | $177.4K | 0.00% | +6,265+27.3% | Added |
| EverSource Wealth Advisors, LLC | 29,856 | $181.2K | 0.02% | −8,200−21.5% | Reduced |
| Meridian Management Co | 30,000 | $182.1K | 0.06% | +30,000 | New |
| Empowered Funds, LLC | 30,260 | $183.7K | 0.01% | +3,729+14.1% | Added |
| Lincoln National Corp | 30,693 | $186.3K | 0.00% | −22,610−42.4% | Reduced |
| Woodmont Investment Counsel LLC | 30,800 | $187.0K | 0.02% | −7,122−18.8% | Reduced |
| First National Trust Co | 31,025 | $188.3K | 0.01% | 00.0% | Unchanged |
| BBR Partners, LLC | 31,580 | $191.7K | 0.02% | +9,235+41.3% | Added |
| Mercer Global Advisors Inc | 31,611 | $192.0K | 0.00% | −5,195−14.1% | Reduced |
| Chapin Davis, Inc. | 31,725 | $192.6K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 32,063 | $194.6K | 0.00% | +500+1.6% | Added |
| Handelsbanken Fonder AB | 32,400 | $197.0K | 0.00% | −1,600−4.7% | Reduced |
| AQR Capital Management LLC | 34,418 | $199.3K | 0.00% | +34,418 | New |
| Calton & Associates, Inc. | 33,020 | $200.4K | 0.09% | −3,330−9.2% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 33,125 | $201.1K | 0.15% | −100−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 33,336 | $202.3K | 0.01% | −4,800−12.6% | Reduced |
| Daiwa Securities Group Inc. | 33,796 | $205.0K | 0.00% | +9,680+40.1% | Added |
| Rockefeller Capital Management L.P. | 34,209 | $207.0K | 0.00% | −10,361−23.2% | Reduced |
| IMC-Chicago, LLC | 34,421 | $208.9K | 0.04% | −296,399−89.6% | Reduced |
| Hexagon Capital Partners LLC | 35,721 | $216.8K | 0.06% | −349−1.0% | Reduced |
| Drive Wealth Management, LLC | 35,886 | $217.8K | 0.09% | +35,886 | New |
| Soltis Investment Advisors LLC | 36,677 | $222.6K | 0.03% | −100−0.3% | Reduced |
| Bulltick Wealth Management, LLC | 36,938 | $224.2K | 0.06% | −4,102−10.0% | Reduced |
| Amussen Hunsaker Associates LLC | 37,279 | $227.0K | 0.06% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 37,528 | $227.8K | 0.00% | +2,401+6.8% | Added |
| Stratos Wealth Partners, LTD. | 38,349 | $232.8K | 0.01% | +11,400+42.3% | Added |
| Garden State Investment Advisory Services LLC | 38,873 | $236.0K | 0.12% | −6,143−13.6% | Reduced |
| Kapitalo Investimentos Ltda | 38,945 | $236.4K | 0.08% | +38,945 | New |
| Hudock, Inc. | 38,983 | $236.6K | 0.06% | +72+0.2% | Added |
| Vigilare Wealth Management | 39,105 | $237.4K | 0.13% | −4,598−10.5% | Reduced |
| Highlander Capital Management, LLC | 39,350 | $239.0K | 0.12% | −2,000−4.8% | Reduced |
| Resources Investment Advisors, LLC. | 39,512 | $239.8K | 0.01% | −1,884−4.6% | Reduced |
| Natixis | 39,625 | $240.5K | 0.00% | −67,750−63.1% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $242.8K | 0.03% | +40,000 | New |
| Gladstone Institutional Advisory LLC | 41,000 | $248.9K | 0.02% | +25,802+169.8% | Added |
| River Street Advisors LLC | 42,130 | $255.7K | 0.25% | +2,281+5.7% | Added |
| Asset Management Corp | 42,329 | $256.9K | 0.20% | −31,250−42.5% | Reduced |
| SeaCrest Wealth Management, LLC | 43,241 | $262.5K | 0.04% | −25,000−36.6% | Reduced |