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 |
|---|---|---|---|---|---|
| Arrowroot Family Office, LLC | 21,234 | $128.9K | 0.11% | +21,234 | New |
| CIBC Asset Management Inc | 21,178 | $128.6K | 0.00% | −3,354−13.7% | Reduced |
| 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 |
| M&T Bank Corp | 20,463 | $124.2K | 0.00% | +972+5.0% | Added |
| Fairfield, Bush & Co. | 20,400 | $123.8K | 0.04% | +2,900+16.6% | Added |
| Ieq Capital, LLC | 20,296 | $123.2K | 0.00% | +3,784+22.9% | Added |
| SkyView Investment Advisors, LLC | 20,307 | $123.0K | 0.03% | +3,150+18.4% | Added |
| Consolidated Portfolio Review Corp | 20,085 | $121.9K | 0.03% | +20,085 | New |
| Farmers & Merchants Investments Inc | 20,000 | $121.4K | 0.00% | 00.0% | Unchanged |
| DDFG, Inc | 19,902 | $120.8K | 0.05% | +1,064+5.6% | Added |
| Resolute Partners Group | 19,827 | $120.3K | 0.01% | 00.0% | Unchanged |
| Silicon Hills Wealth Management, LLC | 19,792 | $120.1K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 25,346 | $116.8K | 0.00% | 00.0% | Unchanged |
| McGuire Investment Group, LLC | 18,650 | $113.2K | 0.02% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 18,490 | $112.2K | 0.08% | 00.0% | Unchanged |
| Independent Advisor Alliance | 18,300 | $111.1K | 0.01% | −631−3.3% | Reduced |
| Independent Wealth Network Inc. | 18,197 | $110.5K | 0.07% | −11,016−37.7% | Reduced |
| Brainard Capital Management LLC | 18,186 | $110.4K | 0.08% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 17,861 | $108.4K | 0.05% | +17,861 | New |
| Visionary Wealth Advisors | 17,800 | $108.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 17,313 | $105.1K | 0.07% | +3,150+22.2% | Added |
| Signaturefd, LLC | 17,158 | $104.1K | 0.00% | +2,154+14.4% | Added |
| Bensler, LLC | 17,090 | $103.7K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 17,063 | $103.6K | 0.01% | −20,444−54.5% | Reduced |
| Wedbush Securities Inc | 17,000 | $103.0K | 0.01% | −2,100−11.0% | Reduced |
| Concorde Asset Management, LLC | 16,950 | $102.9K | 0.12% | +800+5.0% | Added |
| Cresset Asset Management, LLC | 16,869 | $102.4K | 0.00% | +1,900+12.7% | Added |
| MetLife Investment Management | 16,686 | $101.3K | 0.00% | +36+0.2% | Added |
| Amundi | 17,492 | $100.4K | 0.00% | −30,805−63.8% | Reduced |
| Albion Financial Group | 16,415 | $99.6K | 0.01% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 16,350 | $99.2K | 0.11% | +2,100+14.7% | Added |
| Elkhorn Partners Limited Partnership | 16,000 | $97.0K | 0.06% | +1,000+6.7% | Added |
| InterOcean Capital Group, LLC | 15,847 | $96.2K | 0.00% | −500−3.1% | Reduced |
| Crewe Advisors LLC | 15,834 | $96.1K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 15,788 | $95.8K | 0.03% | −71−0.4% | Reduced |
| McAlister, Sweet & Associates, Inc. | 15,700 | $95.3K | 0.10% | +15,700 | New |
| Cooper/Haims Advisors, LLC | 15,670 | $95.1K | 0.08% | +170+1.1% | Added |
| Aspiriant, LLC | 15,633 | $94.9K | 0.00% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 15,505 | $94.1K | 0.07% | −795−4.9% | Reduced |
| Tradition Wealth Management, LLC | 15,435 | $94.0K | 0.01% | +8,380+118.8% | Added |
| Avestar Capital, LLC | 15,332 | $93.1K | 0.02% | −1,540−9.1% | Reduced |
| VitalStone Financial, LLC | 5,861 | $93.0K | 0.08% | −36,734−86.2% | Reduced |
| J.W. Cole Advisors, Inc. | 15,150 | $92.0K | 0.01% | +873+6.1% | Added |
| 180 Wealth Advisors, LLC | 15,145 | $91.9K | 0.02% | −905−5.6% | Reduced |
| Columbia Asset Management | 14,980 | $91.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,885 | $90.0K | 0.00% | +2,027+15.8% | Added |
| LJI Wealth Management, LLC | 14,770 | $89.7K | 0.03% | +14,770 | New |
| The PNC Financial Services Group, Inc. | 14,630 | $88.8K | 0.00% | +1,386+10.5% | Added |
| Axq Capital, LP | 14,600 | $88.6K | 0.04% | +14,600 | New |
| Traynor Capital Management, Inc. | 14,351 | $87.1K | 0.01% | −1,100−7.1% | Reduced |
| Pensionmark Financial Group, LLC | 14,303 | $86.8K | 0.02% | +14,303 | New |
| Snowden Capital Advisors LLC | 14,125 | $85.7K | 0.00% | +2,325+19.7% | Added |
| Claro Advisors LLC | 14,096 | $85.6K | 0.03% | −100−0.7% | Reduced |
| Atomi Financial Group, Inc. | 13,790 | $83.7K | 0.05% | +13,790 | New |
| Lauer Wealth, LLC | 26,598 | $83.3K | 0.10% | +26,598 | New |
| Worth Financial Advisory Group, LLC | 13,685 | $83.1K | 0.08% | 00.0% | Unchanged |
| Nwam LLC | 13,117 | $79.6K | 0.01% | +13,117 | New |
| Wealthfront Advisers LLC | 12,938 | $78.5K | 0.00% | +12,938 | New |
| Cookson Peirce & Co Inc | 12,594 | $76.0K | 0.00% | +12,594 | New |
| Merit Financial Group, LLC | 12,268 | $74.5K | 0.00% | +12,268 | New |
| Financial Advisory Service, Inc. | 12,265 | $74.4K | 0.01% | +565+4.8% | Added |
| SkyOak Wealth, LLC | 12,044 | $73.1K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 11,979 | $73.0K | 0.00% | +560+4.9% | Added |
| Suncoast Equity Management | 12,000 | $72.8K | 0.01% | +12,000 | New |
| Apollon Wealth Management, LLC | 11,981 | $72.7K | 0.00% | +11,981 | New |
| Capital Advisors Inc | 11,746 | $71.3K | 0.00% | +11,746 | New |
| Smith Anglin Financial, LLC | 11,550 | $70.1K | 0.01% | +11,550 | New |
| Transcend Wealth Collective, LLC | 11,548 | $70.1K | 0.01% | −71−0.6% | Reduced |
| Northside Capital Management, LLC | 11,493 | $69.8K | 0.02% | 00.0% | Unchanged |
| Burney Co | 11,294 | $68.6K | 0.00% | +100+0.9% | Added |
| Ballentine Partners, LLC | 11,145 | $67.7K | 0.00% | +452+4.2% | Added |
| Sandy Spring Bank | 11,131 | $67.6K | 0.00% | −4,725−29.8% | Reduced |
| Prostatis Group LLC | 12,200 | $66.9K | 0.04% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 11,000 | $66.8K | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,890 | $66.1K | 0.01% | +10,890 | New |
| Evercore Wealth Management, LLC | 10,849 | $65.9K | 0.00% | 00.0% | Unchanged |
| Sender Co & Partners, Inc. | 10,780 | $65.4K | 0.24% | −7,229−40.1% | Reduced |
| IFG Advisory, LLC | 10,700 | $64.9K | 0.01% | +10,700 | New |
| US Bancorp | 10,515 | $63.8K | 0.00% | +3,739+55.2% | Added |
| Moneta Group Investment Advisors LLC | 10,394 | $63.1K | 0.00% | +2,244+27.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 10,393 | $63.1K | 0.02% | −596−5.4% | Reduced |
| StoneX Group Inc. | 10,304 | $62.5K | 0.01% | +10,304 | New |
| Cora Capital Advisors LLC | 10,292 | $62.5K | 0.05% | +217+2.2% | Added |
| Clear Creek Financial Management, LLC | 10,200 | $61.9K | 0.01% | +10,200 | New |
| Main Street Financial Solutions, LLC | 10,139 | $61.5K | 0.01% | −200−1.9% | Reduced |
| Glenmede Trust Co NA | 10,119 | $61.4K | 0.00% | +10,119 | New |
| Patron Partners Advisors, LLC | 10,100 | $61.3K | 0.05% | +10,100 | New |
| Pine Valley Investments Ltd Liability Co | 13,235 | $60.8K | 0.01% | +13,235 | 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 |
| CX Institutional | 10,000 | $60.3K | 0.00% | +10,000 | New |
| Asset Management One Co.,Ltd. | 9,365 | $56.8K | 0.00% | −2,914−23.7% | Reduced |
| Banque Cantonale Vaudoise | 9,000 | $54.0K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 8,737 | $53.0K | 0.00% | −16,301−65.1% | Reduced |
| Tower Research Capital LLC (TRC) | 8,762 | $53.0K | 0.00% | −115,951−93.0% | Reduced |
| TD Waterhouse Canada Inc. | 6,725 | $52.5K | 0.00% | −550−7.6% | Reduced |
| American International Group, Inc. | 8,107 | $49.2K | 0.00% | −179−2.2% | Reduced |
| Marathon Trading Investment Management LLC | 6,500 | $39.5K | 0.02% | +6,500 | New |