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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 6,455 | $39.2K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,352 | $38.6K | 0.00% | −720−10.2% | Reduced |
| Umb Bank N A | 6,171 | $37.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 6,155 | $37.4K | 0.00% | −6,665−52.0% | Reduced |
| NewSquare Capital LLC | 6,000 | $36.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,826 | $35.0K | 0.01% | +5,826 | New |
| Advisors Asset Management, Inc. | 5,763 | $35.0K | 0.00% | −320−5.3% | Reduced |
| Coastal Capital Group, Inc. | 5,380 | $32.7K | 0.01% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 5,178 | $31.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| PSI Advisors, LLC | 4,885 | $29.7K | 0.01% | +200+4.3% | Added |
| Glassman Wealth Services | 4,529 | $27.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,503 | $27.3K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,435 | $26.4K | 0.00% | +4,172+330.3% | Added |
| Clearstead Advisors, LLC | 4,240 | $25.7K | 0.00% | −200−4.5% | Reduced |
| Manchester Capital Management LLC | 4,184 | $25.4K | 0.00% | +901+27.4% | Added |
| Advisors Preferred, LLC | 4,191 | $25.3K | 0.01% | +4,191 | New |
| Penserra Capital Management LLC | 4,212 | $25.0K | 0.00% | +667+18.8% | Added |
| SRS Capital Advisors, Inc. | 3,990 | $24.2K | 0.00% | +300+8.1% | Added |
| Rosenberg Matthew Hamilton | 3,800 | $23.1K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,462 | $21.0K | 0.00% | +1,966+131.4% | Added |
| Nomura Asset Management Co Ltd | 3,300 | $20.0K | 0.00% | +3,300 | New |
| Allworth Financial LP | 3,241 | $19.7K | 0.00% | −1,978−37.9% | Reduced |
| ICA Group Wealth Management, LLC | 3,150 | $19.1K | 0.00% | +50+1.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 3,186 | $19.0K | 0.00% | −802−20.1% | Reduced |
| RFP Financial Group LLC | 3,037 | $18.4K | 0.02% | 00.0% | Unchanged |
| 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 |
| SOA Wealth Advisors, LLC. | 2,840 | $17.2K | 0.00% | −180−6.0% | Reduced |
| Bessemer Group Inc | 2,861 | $17.0K | 0.00% | +2,861 | New |
| Washington Trust Co | 2,738 | $16.6K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $16.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,650 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,595 | $16.0K | 0.00% | −1,020−28.2% | Reduced |
| Machina Capital S.A.S. | 2,600 | $15.8K | 0.01% | +2,600 | New |
| Sound Income Strategies, LLC | 2,525 | $15.3K | 0.00% | +2,525 | New |
| Lindbrook Capital, LLC | 2,293 | $13.9K | 0.00% | −10,710−82.4% | Reduced |
| Parkside Financial Bank & Trust | 2,285 | $13.9K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $13.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,057 | $12.5K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $12.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 1,920 | $11.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,700 | $10.3K | 0.00% | −450−20.9% | Reduced |
| Loomis Sayles & Co L P | 1,631 | $10.0K | 0.00% | +1,098+206.0% | Added |
| Ahrens Investment Partners LLC | 1,600 | $9.71K | 0.00% | +1,600 | New |
| Bell Investment Advisors, Inc | 1,410 | $8.56K | 0.00% | −18−1.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 1,325 | $8.00K | 0.00% | +925+231.3% | Added |
| AdvisorNet Financial, Inc | 1,255 | $7.62K | 0.00% | −195−13.4% | Reduced |
| PFG Private Wealth Management, LLC | 1,250 | $7.59K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,192 | $7.24K | 0.00% | +346+40.9% | Added |
| Liberty One Investment Management, LLC | 1,185 | $7.19K | 0.00% | +1,185 | New |
| 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 |
| Horan Securities, Inc. | 1,100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,095 | $6.65K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,058 | $6.42K | 0.00% | +333+45.9% | Added |
| Huntington National Bank | 1,001 | $6.08K | 0.00% | +1,000+100,000.0% | 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 |
| Toth Financial Advisory Corp | 890 | $5.40K | 0.00% | +540+154.3% | Added |
| Quarry LP | 859 | $5.21K | 0.00% | +859 | New |
| 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 |
| Focused Wealth Management, Inc | 800 | $4.86K | 0.00% | 00.0% | Unchanged |
| 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 |
| Blue Bell Private Wealth Management, LLC | 700 | $4.25K | 0.00% | −35−4.8% | Reduced |
| Ancora Advisors, LLC | 667 | $4.05K | 0.00% | 00.0% | Unchanged |
| 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 |
| Private Trust Co NA | 640 | $3.88K | 0.00% | −40,000−98.4% | Reduced |
| Baystate Wealth Management LLC | 634 | $3.85K | 0.00% | +634 | New |
| Bellwether Advisors, LLC | 605 | $3.67K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 600 | $3.64K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 535 | $3.25K | 0.00% | −1,977−78.7% | Reduced |
| 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 |
| TSFG, LLC | 473 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 448 | $2.72K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 442 | $2.68K | 0.00% | +400+952.4% | Added |
| WealthPlan Investment Management, LLC | 419 | $2.54K | 0.00% | +419 | New |
| Peoples Financial Services Corp. | 400 | $2.43K | 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 |
| Red Tortoise LLC | 328 | $1.99K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 316 | $1.92K | 0.00% | +316 | 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 |
| Ameritas Advisory Services, LLC | 300 | $1.75K | 0.00% | +300 | New |
| TCI Wealth Advisors, Inc. | 285 | $1.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 229 | $1.37K | 0.00% | −114−33.2% | Reduced |
| SJS Investment Consulting Inc. | 214 | $1.30K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.21K | 0.00% | 00.0% | Unchanged |