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 |
|---|---|---|---|---|---|
| Bensler, LLC | 17,090 | $142.5K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 17,165 | $143.2K | 0.02% | +4,900+40.0% | Added |
| First Capital Advisors Group, LLC. | 17,313 | $144.4K | 0.08% | 00.0% | Unchanged |
| Amundi | 17,492 | $149.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 18,051 | $150.5K | 0.01% | +18,051 | New |
| Visionary Wealth Advisors | 18,103 | $151.0K | 0.01% | +303+1.7% | Added |
| MetLife Investment Management | 18,167 | $151.5K | 0.00% | +1,481+8.9% | Added |
| Pointe Capital Management LLC | 18,490 | $154.2K | 0.12% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 18,678 | $155.8K | 0.04% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 19,250 | $160.5K | 0.09% | −2,600−11.9% | Reduced |
| Resolute Partners Group | 19,827 | $165.4K | 0.02% | 00.0% | Unchanged |
| Hall Kathryn A. | 19,853 | $165.6K | 0.05% | +19,853 | New |
| DDFG, Inc | 19,902 | $166.0K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,909 | $166.0K | 0.03% | +5,606+39.2% | Added |
| Farmers & Merchants Investments Inc | 20,000 | $166.8K | 0.01% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 20,000 | $166.8K | 0.00% | +20,000 | New |
| Oak Harbor Wealth Partners, LLC | 20,000 | $166.8K | 0.06% | +20,000 | New |
| Consolidated Portfolio Review Corp | 20,085 | $167.5K | 0.04% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 20,307 | $169.0K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 20,408 | $170.2K | 0.01% | +8,140+66.4% | Added |
| Savior LLC | 20,498 | $171.0K | 0.69% | −215,947−91.3% | Reduced |
| Prosperity Wealth Management, Inc. | 20,500 | $171.0K | 0.11% | +20,500 | New |
| Nwam LLC | 21,068 | $175.7K | 0.01% | +7,951+60.6% | Added |
| CIBC Asset Management Inc | 21,178 | $176.6K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,264 | $177.3K | 0.00% | +189+0.9% | Added |
| Orion Portfolio Solutions, LLC | 21,264 | $177.3K | 0.00% | +189+0.9% | Added |
| Riverwood Capital Management Ltd. | 21,436 | $178.8K | 0.13% | −2,189,265−99.0% | Reduced |
| Change Path, LLC | 21,587 | $180.0K | 0.01% | −967−4.3% | Reduced |
| Integrated Wealth Concepts LLC | 21,665 | $180.7K | 0.00% | +6,780+45.5% | Added |
| Captrust Financial Advisors | 21,951 | $183.1K | 0.00% | −5,865−21.1% | Reduced |
| PFG Investments, LLC | 21,958 | $183.1K | 0.03% | −3,450−13.6% | Reduced |
| Calton & Associates, Inc. | 22,350 | $186.4K | 0.09% | −10,670−32.3% | Reduced |
| Brown Advisory Inc | 22,703 | $189.3K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 22,859 | $190.7K | 0.01% | −2,266−9.0% | Reduced |
| Founders Financial Securities LLC | 23,000 | $191.8K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Group | 23,120 | $192.8K | 0.03% | +23,120 | New |
| Chapin Davis, Inc. | 23,225 | $193.7K | 0.09% | −8,500−26.8% | Reduced |
| Manchester Financial Inc | 23,456 | $195.6K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23,612 | $196.9K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23,907 | $199.4K | 0.02% | 00.0% | Unchanged |
| V Wealth Advisors LLC | 24,094 | $200.9K | 0.03% | −536−2.2% | Reduced |
| Toroso Investments, LLC | 24,984 | $208.0K | 0.01% | +24,984 | New |
| MSD Partners, L.P. | 25,000 | $208.5K | 0.02% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 25,280 | $210.8K | 0.07% | −500−1.9% | Reduced |
| McGuire Investment Group, LLC | 25,650 | $213.9K | 0.04% | +7,000+37.5% | Added |
| Oak Thistle LLC | 25,677 | $214.1K | 0.11% | +25,677 | New |
| M&T Bank Corp | 25,731 | $214.6K | 0.00% | +5,268+25.7% | Added |
| Moseley Investment Management Inc | 26,073 | $217.4K | 0.13% | +26,073 | New |
| Reynders McVeigh Capital Management, LLC | 26,751 | $223.0K | 0.01% | −25,668−49.0% | Reduced |
| Bulltick Wealth Management, LLC | 27,824 | $232.1K | 0.05% | −9,114−24.7% | Reduced |
| SG Americas Securities, LLC | 27,888 | $233.0K | 0.00% | −1,141,757−97.6% | Reduced |
| Wealthfront Advisers LLC | 27,982 | $233.4K | 0.00% | +15,044+116.3% | Added |
| Quinn Opportunity Partners LLC | 28,000 | $233.5K | 0.03% | 00.0% | Unchanged |
| Creegan & Nassoura Financial Group, LLC | 28,625 | $238.7K | 0.18% | −4,500−13.6% | Reduced |
| Nomura Holdings Inc | 29,248 | $243.9K | 0.00% | +5,802+24.7% | Added |
| VitalStone Financial, LLC | 42,295 | $252.0K | 0.14% | +36,434+621.6% | Added |
| First National Trust Co | 31,025 | $258.7K | 0.01% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 28,138 | $262.0K | 0.13% | −17,221−38.0% | Reduced |
| TriaGen Wealth Management LLC | 31,419 | $262.0K | 0.12% | +31,419 | New |
| Hilltop Holdings Inc. | 31,554 | $263.2K | 0.03% | +31,554 | New |
| Xponance, Inc. | 31,731 | $264.6K | 0.00% | +3,926+14.1% | Added |
| Highlander Capital Management, LLC | 31,850 | $266.0K | 0.12% | −7,500−19.1% | Reduced |
| Balentine LLC | 31,944 | $266.4K | 0.01% | −23,001−41.9% | Reduced |
| Lincoln National Corp | 33,308 | $277.8K | 0.01% | +2,615+8.5% | Added |
| Hexagon Capital Partners LLC | 33,720 | $281.2K | 0.07% | −2,001−5.6% | Reduced |
| Natixis | 34,900 | $291.1K | 0.00% | −4,725−11.9% | Reduced |
| Engineers Gate Manager LP | 34,906 | $291.1K | 0.01% | +34,906 | New |
| Great West Life Assurance Co | 34,836 | $293.0K | 0.00% | +6,414+22.6% | Added |
| NinePointTwo Capital | 35,214 | $293.0K | 0.11% | +35,214 | New |
| Kestra Private Wealth Services, LLC | 35,381 | $295.1K | 0.01% | +2,045+6.1% | Added |
| Hudock, Inc. | 35,441 | $295.6K | 0.07% | −3,542−9.1% | Reduced |
| BBR Partners, LLC | 35,841 | $298.9K | 0.03% | +4,261+13.5% | Added |
| Drive Wealth Management, LLC | 35,876 | $299.2K | 0.11% | −100.0% | Reduced |
| Virginia Retirement Systems Et Al | 36,600 | $305.2K | 0.00% | +36,600 | New |
| Soltis Investment Advisors LLC | 36,677 | $305.9K | 0.04% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 37,162 | $309.9K | 0.00% | −366−1.0% | Reduced |
| Amussen Hunsaker Associates LLC | 37,279 | $310.9K | 0.07% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 38,235 | $318.9K | 0.03% | +25,000+188.9% | Added |
| Empowered Funds, LLC | 38,472 | $320.9K | 0.01% | +8,212+27.1% | Added |
| EA Series Trust | 38,472 | $320.9K | 0.01% | +38,472 | New |
| Independent Financial Group, LLC | 39,071 | $325.9K | 0.02% | +14,665+60.1% | Added |
| Mercer Global Advisors Inc | 39,658 | $331.0K | 0.00% | +8,047+25.5% | Added |
| AtonRa Partners | 39,808 | $332.0K | 0.51% | −6,506−14.0% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $333.6K | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 40,142 | $334.8K | 0.01% | +630+1.6% | Added |
| Claro Advisors LLC | 40,679 | $339.3K | 0.08% | +26,583+188.6% | Added |
| River Street Advisors LLC | 41,114 | $342.9K | 0.33% | −1,016−2.4% | Reduced |
| Stratos Wealth Partners, LTD. | 41,478 | $345.9K | 0.01% | +3,129+8.2% | Added |
| Perigon Wealth Management, LLC | 41,735 | $348.1K | 0.01% | −100,640−70.7% | Reduced |
| Gladstone Institutional Advisory LLC | 42,100 | $351.1K | 0.02% | +1,100+2.7% | Added |
| SeaCrest Wealth Management, LLC | 43,341 | $361.5K | 0.05% | +100+0.2% | Added |
| Regal Investment Advisors LLC | 43,652 | $364.1K | 0.03% | −119,188−73.2% | Reduced |
| Caliber Wealth Management, LLC | 43,851 | $365.7K | 0.25% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 44,831 | $373.9K | 0.04% | −1,028−2.2% | Reduced |
| International Assets Investment Management, LLC | 45,515 | $379.6K | 0.05% | −64,065−58.5% | Reduced |
| JustInvest LLC | 46,448 | $387.4K | 0.01% | −963−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 46,563 | $388.3K | 0.00% | +12,354+36.1% | Added |
| Algert Global LLC | 47,850 | $399.1K | 0.02% | +47,850 | New |
| Cutler Group LP | 48,010 | $400.0K | 0.09% | −27,119−36.1% | Reduced |
| Janney Montgomery Scott LLC | 49,540 | $413.0K | 0.00% | −7,299−12.8% | Reduced |