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, Q2 2023
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
- 517
- −9 vs. Q1 2023
- Shares held
- 359.0M
- +40.9M (+12.9%) vs. Q1 2023
- Total value
- $3.00B
- +$1.07B (+55.8%) vs. Q1 2023
- New holders
- 76
- 182 more added
- Sold out
- 85
- 146 more reduced
6 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | +5 | New |
| Huntington National Bank | 1 | $8 | 0.00% | −1,000−99.9% | Reduced |
| Iron Horse Wealth Management, LLC | 4 | $33 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $83 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $192 | 0.00% | −512−95.7% | Reduced |
| West Branch Capital LLC | 36 | $301 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 45 | $375 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $375 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $409 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $417 | 0.00% | −3,100−98.4% | Reduced |
| Tradewinds Capital Management, LLC | 50 | $417 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 60 | $500 | 0.00% | +60 | New |
| Delta Asset Management LLC | 75 | $626 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 80 | $668 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $684 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 91 | $759 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $834 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $834 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $834 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 100 | $834 | 0.00% | +100 | New |
| Centerpoint Advisors, LLC | 100 | $1.00K | 0.00% | −150−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 125 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $1.04K | 0.00% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 127 | $1.06K | 0.00% | +127 | New |
| Farther Finance Advisors, LLC | 133 | $1.11K | 0.00% | +33+33.0% | Added |
| Fifth Third Bancorp | 135 | $1.13K | 0.00% | +15+12.5% | Added |
| Stone House Investment Management, LLC | 173 | $1.44K | 0.00% | +173 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.67K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 200 | $1.67K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 214 | $1.78K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $1.89K | 0.00% | +227 | New |
| Cornerstone Planning Group LLC | 236 | $1.97K | 0.00% | +236 | New |
| Coppell Advisory Solutions LLC | 250 | $2.21K | 0.00% | +250 | New |
| Piershale Financial Group, Inc. | 300 | $2.50K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $2.50K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 316 | $2.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 328 | $2.74K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 400 | $3.00K | 0.00% | −563,035−99.9% | Reduced |
| Asset Dedication, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $3.00K | 0.00% | +300 | New |
| Focused Wealth Management, Inc | 400 | $3.34K | 0.00% | −400−50.0% | Reduced |
| Gradient Investments LLC | 400 | $3.34K | 0.00% | −42−9.5% | Reduced |
| Strategic Investment Solutions, Inc. | 500 | $3.41K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 419 | $3.49K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 473 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 480 | $4.00K | 0.00% | +32+7.1% | Added |
| Toth Financial Advisory Corp | 490 | $4.09K | 0.00% | −400−44.9% | Reduced |
| Stephenson National Bank & Trust | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $4.17K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 547 | $5.00K | 0.00% | −1,084−66.5% | Reduced |
| KBC Group NV | 587 | $5.00K | 0.00% | +587 | New |
| Evermay Wealth Management LLC | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 600 | $5.00K | 0.00% | +100+20.0% | Added |
| Private Trust Co NA | 640 | $5.34K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 720 | $6.00K | 0.01% | +100+16.1% | Added |
| Bourgeon Capital Management LLC | 757 | $6.31K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 795 | $6.63K | 0.00% | +45+6.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 788 | $7.00K | 0.00% | +35+4.6% | Added |
| Elequin Capital LP | 857 | $7.15K | 0.00% | +857 | New |
| Versant Capital Management, Inc | 978 | $8.16K | 0.00% | +749+327.1% | Added |
| Annapolis Financial Services, LLC | 1,000 | $8.34K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $8.34K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,058 | $8.82K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,095 | $9.13K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,100 | $9.17K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,185 | $9.88K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,177 | $10.0K | 0.01% | −6−0.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,200 | $10.0K | 0.00% | +500+71.4% | Added |
| Bell Investment Advisors, Inc | 1,332 | $11.1K | 0.00% | −78−5.5% | Reduced |
| Quadrant Capital Group LLC | 1,353 | $11.3K | 0.00% | +161+13.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.5K | 0.01% | +1,500 | New |
| Ci Investments Inc. | 1,590 | $13.0K | 0.00% | +996+167.7% | Added |
| Capital Advisors, Ltd. LLC | 1,555 | $13.0K | 0.00% | +1,555 | New |
| Westside Investment Management, Inc. | 1,600 | $13.5K | 0.00% | −100−5.9% | Reduced |
| AdvisorNet Financial, Inc | 1,850 | $15.4K | 0.00% | +595+47.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,883 | $16.0K | 0.00% | −1,303−40.9% | Reduced |
| Barrett & Company, Inc. | 2,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,057 | $17.2K | 0.00% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,185 | $18.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,400 | $19.0K | 0.00% | +2,372+8,471.4% | Added |
| Parkside Financial Bank & Trust | 2,314 | $19.3K | 0.00% | +29+1.3% | Added |
| Advisors Asset Management, Inc. | 2,422 | $20.2K | 0.00% | −3,341−58.0% | Reduced |
| Sound Income Strategies, LLC | 2,600 | $21.7K | 0.00% | +75+3.0% | Added |
| Lindbrook Capital, LLC | 2,616 | $21.8K | 0.00% | +323+14.1% | Added |
| Hantz Financial Services, Inc. | 2,595 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $22.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,738 | $22.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,900 | $24.2K | 0.01% | +60+2.1% | Added |
| Advisors Preferred, LLC | 2,913 | $24.8K | 0.01% | −1,278−30.5% | Reduced |
| ZRC Wealth Management, LLC | 3,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3,037 | $25.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 3,102 | $25.9K | 0.00% | −360−10.4% | Reduced |
| Brown Brothers Harriman & Co | 3,135 | $26.1K | 0.00% | +3,135 | New |
| Nomura Asset Management Co Ltd | 3,300 | $27.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,925 | $32.7K | 0.00% | +1,275+48.1% | Added |
| Allworth Financial LP | 3,994 | $33.3K | 0.00% | +753+23.2% | Added |