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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 58,376 | $354.5K | 0.00% | +17,106+41.4% | Added |
| Sweeney & Michel, LLC | 45,359 | $347.0K | 0.18% | +45,359 | New |
| Janney Montgomery Scott LLC | 56,839 | $345.0K | 0.00% | −910−1.6% | Reduced |
| Quantamental Technologies LLC | 56,013 | $340.0K | 0.18% | +56,013 | New |
| Valeo Financial Advisors, LLC | 55,116 | $334.6K | 0.02% | +11,656+26.8% | Added |
| Balentine LLC | 54,945 | $333.5K | 0.01% | −1,878−3.3% | Reduced |
| Prudential Financial Inc | 54,938 | $333.5K | 0.00% | +11,261+25.8% | Added |
| Kestra Advisory Services, LLC | 53,583 | $325.2K | 0.00% | −8,225−13.3% | Reduced |
| Capital Markets Trading UK LLP | 52,842 | $321.0K | 0.70% | +52,842 | New |
| Reynders McVeigh Capital Management, LLC | 52,419 | $318.0K | 0.02% | −7,826−13.0% | Reduced |
| Advisory Research Inc | 51,853 | $314.7K | 0.05% | +51,853 | New |
| Means Investment Co., Inc. | 51,463 | $312.4K | 0.05% | +16,748+48.2% | Added |
| Integrated Advisors Network LLC | 50,789 | $308.3K | 0.02% | −1,343−2.6% | Reduced |
| AE Wealth Management LLC | 50,335 | $305.5K | 0.00% | −21,714−30.1% | Reduced |
| Zweig-DiMenna Associates LLC | 50,000 | $303.5K | 0.04% | +50,000 | New |
| Harbour Investments, Inc. | 48,938 | $297.1K | 0.02% | +3,460+7.6% | Added |
| Fortis Advisors, LLC | 48,650 | $295.3K | 0.19% | +14,000+40.4% | Added |
| Teza Capital Management LLC | 48,507 | $294.4K | 0.06% | +48,507 | New |
| Verition Fund Management LLC | 48,300 | $293.2K | 0.00% | +48,300 | New |
| Gotham Asset Management, LLC | 47,529 | $288.5K | 0.01% | +47,529 | New |
| JustInvest LLC | 47,411 | $287.8K | 0.01% | −37,220−44.0% | Reduced |
| AtonRa Partners | 46,314 | $281.1K | 0.41% | −108,912−70.2% | Reduced |
| Arkadios Wealth Advisors | 45,859 | $278.4K | 0.03% | +12,907+39.2% | Added |
| DFPG Investments, LLC | 45,251 | $274.7K | 0.03% | +25,694+131.4% | Added |
| Cim Investment Mangement Inc | 45,087 | $273.7K | 0.10% | +2,110+4.9% | Added |
| Aigen Investment Management, LP | 44,556 | $270.5K | 0.04% | −21,421−32.5% | Reduced |
| M Holdings Securities, Inc. | 44,310 | $269.0K | 0.03% | −4,996−10.1% | Reduced |
| Avantax Advisory Services, Inc. | 43,897 | $266.5K | 0.00% | +10,605+31.9% | Added |
| Caliber Wealth Management, LLC | 43,851 | $266.2K | 0.20% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 43,241 | $262.5K | 0.04% | −25,000−36.6% | Reduced |
| Asset Management Corp | 42,329 | $256.9K | 0.20% | −31,250−42.5% | Reduced |
| River Street Advisors LLC | 42,130 | $255.7K | 0.25% | +2,281+5.7% | Added |
| Gladstone Institutional Advisory LLC | 41,000 | $248.9K | 0.02% | +25,802+169.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $242.8K | 0.03% | +40,000 | New |
| Natixis | 39,625 | $240.5K | 0.00% | −67,750−63.1% | Reduced |
| Resources Investment Advisors, LLC. | 39,512 | $239.8K | 0.01% | −1,884−4.6% | Reduced |
| Highlander Capital Management, LLC | 39,350 | $239.0K | 0.12% | −2,000−4.8% | Reduced |
| Vigilare Wealth Management | 39,105 | $237.4K | 0.13% | −4,598−10.5% | Reduced |
| Hudock, Inc. | 38,983 | $236.6K | 0.06% | +72+0.2% | Added |
| Kapitalo Investimentos Ltda | 38,945 | $236.4K | 0.08% | +38,945 | New |
| Garden State Investment Advisory Services LLC | 38,873 | $236.0K | 0.12% | −6,143−13.6% | Reduced |
| Stratos Wealth Partners, LTD. | 38,349 | $232.8K | 0.01% | +11,400+42.3% | Added |
| Manufacturers Life Insurance Company, The | 37,528 | $227.8K | 0.00% | +2,401+6.8% | Added |
| Amussen Hunsaker Associates LLC | 37,279 | $227.0K | 0.06% | 00.0% | Unchanged |
| Bulltick Wealth Management, LLC | 36,938 | $224.2K | 0.06% | −4,102−10.0% | Reduced |
| Soltis Investment Advisors LLC | 36,677 | $222.6K | 0.03% | −100−0.3% | Reduced |
| Drive Wealth Management, LLC | 35,886 | $217.8K | 0.09% | +35,886 | New |
| Hexagon Capital Partners LLC | 35,721 | $216.8K | 0.06% | −349−1.0% | Reduced |
| IMC-Chicago, LLC | 34,421 | $208.9K | 0.04% | −296,399−89.6% | Reduced |
| Rockefeller Capital Management L.P. | 34,209 | $207.0K | 0.00% | −10,361−23.2% | Reduced |
| Daiwa Securities Group Inc. | 33,796 | $205.0K | 0.00% | +9,680+40.1% | Added |
| Kestra Private Wealth Services, LLC | 33,336 | $202.3K | 0.01% | −4,800−12.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 33,125 | $201.1K | 0.15% | −100−0.3% | Reduced |
| Calton & Associates, Inc. | 33,020 | $200.4K | 0.09% | −3,330−9.2% | Reduced |
| AQR Capital Management LLC | 34,418 | $199.3K | 0.00% | +34,418 | New |
| Handelsbanken Fonder AB | 32,400 | $197.0K | 0.00% | −1,600−4.7% | Reduced |
| Equitable Holdings, Inc. | 32,063 | $194.6K | 0.00% | +500+1.6% | Added |
| Chapin Davis, Inc. | 31,725 | $192.6K | 0.10% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 31,611 | $192.0K | 0.00% | −5,195−14.1% | Reduced |
| BBR Partners, LLC | 31,580 | $191.7K | 0.02% | +9,235+41.3% | Added |
| First National Trust Co | 31,025 | $188.3K | 0.01% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 30,800 | $187.0K | 0.02% | −7,122−18.8% | Reduced |
| Lincoln National Corp | 30,693 | $186.3K | 0.00% | −22,610−42.4% | Reduced |
| Empowered Funds, LLC | 30,260 | $183.7K | 0.01% | +3,729+14.1% | Added |
| Meridian Management Co | 30,000 | $182.1K | 0.06% | +30,000 | New |
| EverSource Wealth Advisors, LLC | 29,856 | $181.2K | 0.02% | −8,200−21.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,234 | $177.4K | 0.00% | +6,265+27.3% | Added |
| Great West Life Assurance Co | 28,422 | $173.0K | 0.00% | −4,127−12.7% | Reduced |
| Quinn Opportunity Partners LLC | 28,000 | $170.0K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 27,816 | $168.8K | 0.00% | +2,037+7.9% | Added |
| Xponance, Inc. | 27,805 | $168.8K | 0.00% | +389+1.4% | Added |
| Cantor Fitzgerald, L. P. | 27,300 | $165.7K | 0.00% | −5,625−17.1% | Reduced |
| Xcel Wealth Management, LLC | 25,780 | $156.5K | 0.06% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 25,774 | $156.4K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 18,678 | $155.8K | 0.04% | +18,678 | New |
| IHT Wealth Management, LLC | 25,420 | $154.3K | 0.01% | −631−2.4% | Reduced |
| PFG Investments, LLC | 25,408 | $154.2K | 0.03% | +25,408 | New |
| Sigma Planning Corp | 25,125 | $152.5K | 0.01% | +650+2.7% | Added |
| MSD Partners, L.P. | 25,000 | $151.8K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 24,630 | $149.5K | 0.03% | −8,963−26.7% | Reduced |
| Garde Capital, Inc. | 24,542 | $149.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 24,406 | $148.1K | 0.01% | −19,534−44.5% | Reduced |
| Zions Bancorporation, N.A. | 23,907 | $145.1K | 0.01% | −441−1.8% | Reduced |
| Harbor Investment Advisory, LLC | 23,612 | $143.3K | 0.02% | 00.0% | Unchanged |
| Shay Capital LLC | 23,485 | $142.6K | 0.06% | +23,485 | New |
| Manchester Financial Inc | 23,456 | $142.4K | 0.04% | +78+0.3% | Added |
| Nomura Holdings Inc | 23,446 | $142.3K | 0.00% | +23,446 | New |
| HSBC Holdings PLC | 23,403 | $141.6K | 0.00% | −3,146−11.8% | Reduced |
| KRS Capital Management, LLC | 23,145 | $140.5K | 0.16% | −6,600−22.2% | Reduced |
| Jump Financial, LLC | 23,061 | $140.0K | 0.01% | −150,366−86.7% | Reduced |
| Founders Financial Securities LLC | 23,000 | $139.6K | 0.02% | +1,000+4.5% | Added |
| Sawtooth Solutions, LLC | 22,787 | $138.3K | 0.00% | +22,787 | New |
| Brown Advisory Inc | 22,703 | $137.8K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 22,660 | $137.5K | 0.00% | −37,654−62.4% | Reduced |
| Change Path, LLC | 22,554 | $137.0K | 0.01% | −26,445−54.0% | Reduced |
| SEI Investments Co | 22,455 | $136.3K | 0.00% | +22,455 | New |
| Pathway Financial Advisers, LLC | 22,279 | $135.2K | 0.05% | +3,887+21.1% | Added |
| Zullo Investment Group, Inc. | 21,850 | $132.6K | 0.08% | −2,950−11.9% | Reduced |
| National Bank of Canada | 21,738 | $132.0K | 0.00% | +2,430+12.6% | Added |
| Bridgefront Capital, LLC | 21,457 | $130.2K | 0.08% | +21,457 | New |