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 |
|---|---|---|---|---|---|
| SRS Capital Advisors, Inc. | 4,072 | $34.0K | 0.00% | +82+2.1% | Added |
| Manchester Capital Management LLC | 4,184 | $34.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,240 | $35.4K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,503 | $37.6K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4,529 | $37.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 4,476 | $38.1K | 0.02% | +4,476 | New |
| PSI Advisors, LLC | 4,685 | $39.1K | 0.02% | −200−4.1% | Reduced |
| Exchange Traded Concepts, LLC | 4,950 | $41.3K | 0.00% | −1,402−22.1% | Reduced |
| TFC Financial Management | 5,057 | $42.2K | 0.01% | +57+1.1% | Added |
| Coastal Capital Group, Inc. | 5,380 | $44.9K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,667 | $47.3K | 0.00% | +5,000+749.6% | Added |
| NewSquare Capital LLC | 6,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 6,171 | $51.5K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 6,455 | $53.8K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 6,721 | $56.1K | 0.00% | −2,644−28.2% | Reduced |
| Global Retirement Partners, LLC | 6,842 | $57.1K | 0.00% | +1,407+25.9% | Added |
| Sandy Spring Bank | 7,281 | $60.7K | 0.00% | −3,850−34.6% | Reduced |
| Glenmede Trust Co NA | 10,119 | $61.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6,718 | $64.5K | 0.00% | −7−0.1% | Reduced |
| American International Group, Inc. | 8,174 | $68.2K | 0.00% | +67+0.8% | Added |
| Russell Investments Group, Ltd. | 8,918 | $74.4K | 0.00% | +181+2.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,744 | $81.3K | 0.02% | −649−6.2% | Reduced |
| Atlas Capital Advisors LLC | 9,750 | $81.3K | 0.01% | +9,750 | New |
| Continuum Advisory, LLC | 10,000 | $83.4K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 10,000 | $83.4K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10,000 | $83.4K | 0.00% | +10,000 | New |
| Cassaday & Co Wealth Management LLC | 10,000 | $83.4K | 0.00% | +10,000 | New |
| Apollon Wealth Management, LLC | 10,021 | $83.6K | 0.00% | −1,960−16.4% | Reduced |
| JT Stratford LLC | 10,025 | $83.6K | 0.02% | +10,025 | New |
| Clear Creek Financial Management, LLC | 10,200 | $85.1K | 0.01% | 00.0% | Unchanged |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $86.3K | 0.00% | +10,346 | New |
| Axq Capital, LP | 10,400 | $86.7K | 0.11% | −4,200−28.8% | Reduced |
| Main Street Financial Solutions, LLC | 10,439 | $87.1K | 0.01% | +300+3.0% | Added |
| Banque Cantonale Vaudoise | 10,500 | $88.0K | 0.00% | +1,500+16.7% | Added |
| Rosenberg Matthew Hamilton | 10,800 | $90.1K | 0.03% | +7,000+184.2% | Added |
| Evercore Wealth Management, LLC | 10,849 | $90.5K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,890 | $90.8K | 0.01% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,910 | $91.0K | 0.00% | +10,910 | New |
| Level Four Advisory Services, LLC | 10,963 | $91.4K | 0.01% | +10,963 | New |
| Sherbrooke Park Advisers LLC | 11,062 | $92.3K | 0.05% | +11,062 | New |
| Boothbay Fund Management, LLC | 11,243 | $93.8K | 0.00% | +11,243 | New |
| Moneta Group Investment Advisors LLC | 11,304 | $94.3K | 0.00% | +910+8.8% | Added |
| Smith Anglin Financial, LLC | 11,550 | $96.3K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,600 | $96.7K | 0.00% | −4,654,857−99.8% | Reduced |
| Daiwa Securities Group Inc. | 11,646 | $97.0K | 0.00% | −22,150−65.5% | Reduced |
| Blueshift Asset Management, LLC | 11,632 | $97.0K | 0.04% | −6,229−34.9% | Reduced |
| US Bancorp | 11,750 | $98.0K | 0.00% | +1,235+11.7% | Added |
| Capital Advisors Inc | 11,946 | $99.6K | 0.00% | +200+1.7% | Added |
| InterOcean Capital Group, LLC | 12,000 | $100.1K | 0.00% | −3,847−24.3% | Reduced |
| Suncoast Equity Management | 12,000 | $100.1K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,001 | $100.1K | 0.00% | +856+7.7% | Added |
| KRS Capital Management, LLC | 12,045 | $100.5K | 0.10% | −11,100−48.0% | Reduced |
| Transcend Wealth Collective, LLC | 12,048 | $100.5K | 0.01% | +500+4.3% | Added |
| Insigneo Advisory Services, LLC | 12,053 | $100.5K | 0.02% | +12,053 | New |
| O'Dell Group, LLC | 12,108 | $101.0K | 0.03% | +12,108 | New |
| Independent Advisor Alliance | 12,162 | $101.4K | 0.00% | −6,138−33.5% | Reduced |
| Prostatis Group LLC | 12,200 | $101.7K | 0.05% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 12,238 | $102.1K | 0.00% | −10,549−46.3% | Reduced |
| Bleakley Financial Group, LLC | 12,259 | $102.2K | 0.00% | +12,259 | New |
| Truefg, LLC | 12,800 | $106.8K | 0.05% | +12,800 | New |
| The PNC Financial Services Group, Inc. | 12,844 | $107.1K | 0.00% | −1,786−12.2% | Reduced |
| McAlister, Sweet & Associates, Inc. | 12,900 | $107.6K | 0.09% | −2,800−17.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,065 | $109.0K | 0.01% | +13,065 | New |
| EverSource Wealth Advisors, LLC | 13,267 | $110.6K | 0.01% | −16,589−55.6% | Reduced |
| Traynor Capital Management, Inc. | 13,514 | $112.7K | 0.01% | −837−5.8% | Reduced |
| Worth Financial Advisory Group, LLC | 13,535 | $112.9K | 0.10% | −150−1.1% | Reduced |
| Independent Wealth Network Inc. | 13,622 | $113.6K | 0.07% | −4,575−25.1% | Reduced |
| Candriam Luxembourg S.C.A. | 13,622 | $113.6K | 0.00% | +13,622 | New |
| Buckingham Strategic Wealth, LLC | 13,641 | $113.8K | 0.00% | −11,705−46.2% | Reduced |
| IHT Wealth Management, LLC | 13,789 | $115.0K | 0.01% | −11,631−45.8% | Reduced |
| Balboa Wealth Partners | 13,825 | $115.3K | 0.04% | +13,825 | New |
| Marathon Trading Investment Management LLC | 13,900 | $115.9K | 0.07% | +7,400+113.8% | Added |
| Mandatum Life Insurance Co Ltd | 13,947 | $116.3K | 0.05% | +13,947 | New |
| CWM, LLC | 14,111 | $118.0K | 0.00% | +2,132+17.8% | Added |
| Redhawk Wealth Advisors, Inc. | 14,167 | $118.2K | 0.04% | +14,167 | New |
| Columbia Asset Management | 14,980 | $125.0K | 0.03% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 15,065 | $125.6K | 0.00% | −32,464−68.3% | Reduced |
| Ieq Capital, LLC | 15,308 | $127.7K | 0.00% | −4,988−24.6% | Reduced |
| Avestar Capital, LLC | 15,332 | $127.9K | 0.02% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 15,375 | $128.2K | 0.00% | +1,250+8.8% | Added |
| Aigen Investment Management, LP | 15,407 | $128.5K | 0.02% | −29,149−65.4% | Reduced |
| Signaturefd, LLC | 15,475 | $129.1K | 0.00% | −1,683−9.8% | Reduced |
| Teza Capital Management LLC | 15,477 | $129.1K | 0.02% | −33,030−68.1% | Reduced |
| Wealthcare Advisory Partners LLC | 15,546 | $129.7K | 0.01% | +15,546 | New |
| Aspiriant, LLC | 15,633 | $130.4K | 0.01% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,670 | $130.7K | 0.10% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 15,780 | $131.6K | 0.04% | +1,010+6.8% | Added |
| Vivaldi Capital Management, LLC | 15,788 | $131.7K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15,848 | $132.2K | 0.02% | +14+0.1% | Added |
| J.W. Cole Advisors, Inc. | 15,900 | $132.6K | 0.01% | +750+5.0% | Added |
| Elkhorn Partners Limited Partnership | 16,000 | $133.0K | 0.08% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 16,050 | $133.9K | 0.15% | −300−1.8% | Reduced |
| FMR LLC | 16,281 | $135.8K | 0.00% | −878,522−98.2% | Reduced |
| Albion Financial Group | 16,415 | $136.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,465 | $137.3K | 0.00% | −9,309−36.1% | Reduced |
| Garden State Investment Advisory Services LLC | 16,523 | $137.8K | 0.06% | −22,350−57.5% | Reduced |
| Concorde Asset Management, LLC | 16,550 | $138.0K | 0.13% | −400−2.4% | Reduced |
| Tradition Wealth Management, LLC | 16,660 | $139.0K | 0.02% | +1,225+7.9% | Added |
| Freedom Wealth Alliance, LLC | 15,267 | $139.8K | 0.20% | +15,267 | New |
| Davenport & Co LLC | 16,915 | $141.1K | 0.00% | +16,915 | New |