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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 200 | $1.21K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $1.21K | 0.00% | +200 | New |
| Toronto Dominion Bank | 152 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $1.00K | 0.00% | +100 | New |
| Performa Ltd (US), LLC | 130 | $789 | 0.00% | −70−35.0% | Reduced |
| Delos Wealth Advisors, LLC | 125 | $759 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $759 | 0.00% | +125 | New |
| Fifth Third Bancorp | 120 | $728 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $607 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $607 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 100 | $607 | 0.00% | +48+92.3% | Added |
| Clearview Wealth Advisors LLC | 100 | $607 | 0.00% | +80+400.0% | Added |
| Fairfield Financial Advisors, LTD | 100 | $572 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 91 | $553 | 0.00% | 00.0% | Unchanged |
| Lynwood Capital Management Inc. | 150,000 | $540 | 0.00% | +150,000 | New |
| Quent Capital, LLC | 82 | $498 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 80 | $486 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $455 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $304 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $298 | 0.00% | +49 | New |
| Baker Avenue Asset Management, LP | 45 | $273 | 0.00% | −1,250−96.5% | Reduced |
| West Paces Advisors Inc. | 45 | $273 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 36 | $219 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $103 | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 10 | $61 | 0.00% | +10 | New |
| Oliver Lagore Vanvalin Investment Group | 5 | $30 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $24 | 0.00% | −100−96.2% | Reduced |
| Lazard Asset Management LLC | 28 | $0 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 83 | $0 | 0.00% | +22+36.1% | Added |
| CIBC Private Wealth Group, LLC | 75,856 | – | – | −2,375−3.0% | Reduced |
| World Equity Group, Inc. | 4,279 | – | – | +4,279 | New |
| IFP Advisors, Inc | 12,362 | – | – | −74,978−85.8% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −8,266,520−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −2,896,366−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −1,284,276−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −1,250,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −726,352−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −673,864−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −299,411−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −230,104−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −202,266−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Zazove Associates LLC | 0 | $0 | 0.00% | −160,859−100.0% | Sold out |
| Fulcrum Capital LLC | 0 | $0 | 0.00% | −148,056−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −99,923−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −99,140−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −82,036−100.0% | Sold out |
| Fore Capital, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −62,400−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −50,940−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −46,700−100.0% | Sold out |
| Moseley Investment Management Inc | 0 | $0 | 0.00% | −29,351−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −25,622−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −22,857−100.0% | Sold out |
| Benedetti & Gucer, Inc. | 0 | $0 | 0.00% | −21,533−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −20,978−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −19,924−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −19,257−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −18,871−100.0% | Sold out |
| Enzi Wealth | 0 | $0 | 0.00% | −14,784−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −18,144−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −17,542−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −16,843−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −16,398−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −15,265−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −15,060−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −13,991−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −13,437−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −13,224−100.0% | Sold out |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −12,810−100.0% | Sold out |
| Water Island Capital LLC | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −12,165−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −11,571−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,338−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −10,735−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,241−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,227−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −5,211−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −4,767−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Byrne Asset Management LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Yarbrough Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sierra Capital LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −195−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |