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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 60,380 | $503.6K | 0.01% | +37,720+166.5% | Added |
| Jaffetilchin Investment Partners, LLC | 60,077 | $501.0K | 0.05% | −8,001−11.8% | Reduced |
| Neuberger Berman Group LLC | 59,342 | $494.9K | 0.00% | −11,450−16.2% | Reduced |
| Prudential Financial Inc | 58,254 | $485.8K | 0.00% | +3,316+6.0% | Added |
| CI Private Wealth, LLC | 57,523 | $479.7K | 0.00% | −853−1.5% | Reduced |
| Means Investment Co., Inc. | 57,492 | $479.5K | 0.08% | +6,029+11.7% | Added |
| Alta Wealth Advisors LLC | 57,299 | $477.9K | 0.28% | −2,000−3.4% | Reduced |
| Gsa Capital Partners LLP | 55,285 | $461.0K | 0.05% | −10,807−16.4% | Reduced |
| MMBG Investment Advisors Co. | 51,090 | $453.2K | 0.06% | −69,190−57.5% | Reduced |
| Valeo Financial Advisors, LLC | 54,116 | $451.3K | 0.02% | −1,000−1.8% | Reduced |
| Harbour Investments, Inc. | 53,913 | $449.6K | 0.02% | +4,975+10.2% | Added |
| Aldebaran Financial Inc. | 52,045 | $434.1K | 0.62% | −18,160−25.9% | Reduced |
| Good Life Advisors, LLC | 51,966 | $433.4K | 0.05% | +34,903+204.6% | Added |
| BIT Capital GmbH | 51,535 | $429.8K | 0.05% | −234,388−82.0% | Reduced |
| Fortis Advisors, LLC | 51,150 | $426.6K | 0.31% | +2,500+5.1% | Added |
| Integrated Advisors Network LLC | 50,762 | $423.4K | 0.02% | −27−0.1% | Reduced |
| Wellington Management Group LLP | 50,761 | $423.3K | 0.00% | −34,538−40.5% | Reduced |
| Janney Montgomery Scott LLC | 49,540 | $413.0K | 0.00% | −7,299−12.8% | Reduced |
| Cutler Group LP | 48,010 | $400.0K | 0.09% | −27,119−36.1% | Reduced |
| Algert Global LLC | 47,850 | $399.1K | 0.02% | +47,850 | New |
| Rockefeller Capital Management L.P. | 46,563 | $388.3K | 0.00% | +12,354+36.1% | Added |
| JustInvest LLC | 46,448 | $387.4K | 0.01% | −963−2.0% | Reduced |
| International Assets Investment Management, LLC | 45,515 | $379.6K | 0.05% | −64,065−58.5% | Reduced |
| Arkadios Wealth Advisors | 44,831 | $373.9K | 0.04% | −1,028−2.2% | Reduced |
| Caliber Wealth Management, LLC | 43,851 | $365.7K | 0.25% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 43,652 | $364.1K | 0.03% | −119,188−73.2% | Reduced |
| SeaCrest Wealth Management, LLC | 43,341 | $361.5K | 0.05% | +100+0.2% | Added |
| Gladstone Institutional Advisory LLC | 42,100 | $351.1K | 0.02% | +1,100+2.7% | Added |
| Perigon Wealth Management, LLC | 41,735 | $348.1K | 0.01% | −100,640−70.7% | Reduced |
| Stratos Wealth Partners, LTD. | 41,478 | $345.9K | 0.01% | +3,129+8.2% | Added |
| River Street Advisors LLC | 41,114 | $342.9K | 0.33% | −1,016−2.4% | Reduced |
| Claro Advisors LLC | 40,679 | $339.3K | 0.08% | +26,583+188.6% | Added |
| Resources Investment Advisors, LLC. | 40,142 | $334.8K | 0.01% | +630+1.6% | Added |
| Texas Capital Bank Wealth Management Services Inc | 40,000 | $333.6K | 0.04% | 00.0% | Unchanged |
| AtonRa Partners | 39,808 | $332.0K | 0.51% | −6,506−14.0% | Reduced |
| Mercer Global Advisors Inc | 39,658 | $331.0K | 0.00% | +8,047+25.5% | Added |
| Independent Financial Group, LLC | 39,071 | $325.9K | 0.02% | +14,665+60.1% | 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 |
| Pine Valley Investments Ltd Liability Co | 38,235 | $318.9K | 0.03% | +25,000+188.9% | Added |
| Amussen Hunsaker Associates LLC | 37,279 | $310.9K | 0.07% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 37,162 | $309.9K | 0.00% | −366−1.0% | Reduced |
| Soltis Investment Advisors LLC | 36,677 | $305.9K | 0.04% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 36,600 | $305.2K | 0.00% | +36,600 | New |
| Drive Wealth Management, LLC | 35,876 | $299.2K | 0.11% | −100.0% | Reduced |
| BBR Partners, LLC | 35,841 | $298.9K | 0.03% | +4,261+13.5% | Added |
| Hudock, Inc. | 35,441 | $295.6K | 0.07% | −3,542−9.1% | Reduced |
| Kestra Private Wealth Services, LLC | 35,381 | $295.1K | 0.01% | +2,045+6.1% | Added |
| 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 |
| Engineers Gate Manager LP | 34,906 | $291.1K | 0.01% | +34,906 | New |
| Natixis | 34,900 | $291.1K | 0.00% | −4,725−11.9% | Reduced |
| Hexagon Capital Partners LLC | 33,720 | $281.2K | 0.07% | −2,001−5.6% | Reduced |
| Lincoln National Corp | 33,308 | $277.8K | 0.01% | +2,615+8.5% | Added |
| Balentine LLC | 31,944 | $266.4K | 0.01% | −23,001−41.9% | Reduced |
| Highlander Capital Management, LLC | 31,850 | $266.0K | 0.12% | −7,500−19.1% | Reduced |
| Xponance, Inc. | 31,731 | $264.6K | 0.00% | +3,926+14.1% | Added |
| Hilltop Holdings Inc. | 31,554 | $263.2K | 0.03% | +31,554 | New |
| TriaGen Wealth Management LLC | 31,419 | $262.0K | 0.12% | +31,419 | New |
| Sweeney & Michel, LLC | 28,138 | $262.0K | 0.13% | −17,221−38.0% | Reduced |
| First National Trust Co | 31,025 | $258.7K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 42,295 | $252.0K | 0.14% | +36,434+621.6% | Added |
| Nomura Holdings Inc | 29,248 | $243.9K | 0.00% | +5,802+24.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 28,625 | $238.7K | 0.18% | −4,500−13.6% | Reduced |
| Quinn Opportunity Partners LLC | 28,000 | $233.5K | 0.03% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 27,982 | $233.4K | 0.00% | +15,044+116.3% | Added |
| SG Americas Securities, LLC | 27,888 | $233.0K | 0.00% | −1,141,757−97.6% | Reduced |
| Bulltick Wealth Management, LLC | 27,824 | $232.1K | 0.05% | −9,114−24.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 26,751 | $223.0K | 0.01% | −25,668−49.0% | Reduced |
| Moseley Investment Management Inc | 26,073 | $217.4K | 0.13% | +26,073 | New |
| M&T Bank Corp | 25,731 | $214.6K | 0.00% | +5,268+25.7% | Added |
| Oak Thistle LLC | 25,677 | $214.1K | 0.11% | +25,677 | New |
| McGuire Investment Group, LLC | 25,650 | $213.9K | 0.04% | +7,000+37.5% | Added |
| Xcel Wealth Management, LLC | 25,280 | $210.8K | 0.07% | −500−1.9% | Reduced |
| MSD Partners, L.P. | 25,000 | $208.5K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 24,984 | $208.0K | 0.01% | +24,984 | New |
| V Wealth Advisors LLC | 24,094 | $200.9K | 0.03% | −536−2.2% | Reduced |
| Zions Bancorporation, N.A. | 23,907 | $199.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 23,612 | $196.9K | 0.03% | 00.0% | Unchanged |
| Manchester Financial Inc | 23,456 | $195.6K | 0.06% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 23,225 | $193.7K | 0.09% | −8,500−26.8% | Reduced |
| Keystone Financial Group | 23,120 | $192.8K | 0.03% | +23,120 | New |
| Founders Financial Securities LLC | 23,000 | $191.8K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 22,859 | $190.7K | 0.01% | −2,266−9.0% | Reduced |
| Brown Advisory Inc | 22,703 | $189.3K | 0.00% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 22,350 | $186.4K | 0.09% | −10,670−32.3% | Reduced |
| PFG Investments, LLC | 21,958 | $183.1K | 0.03% | −3,450−13.6% | Reduced |
| Captrust Financial Advisors | 21,951 | $183.1K | 0.00% | −5,865−21.1% | Reduced |
| Integrated Wealth Concepts LLC | 21,665 | $180.7K | 0.00% | +6,780+45.5% | Added |
| Change Path, LLC | 21,587 | $180.0K | 0.01% | −967−4.3% | Reduced |
| Riverwood Capital Management Ltd. | 21,436 | $178.8K | 0.13% | −2,189,265−99.0% | Reduced |
| 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 |
| CIBC Asset Management Inc | 21,178 | $176.6K | 0.00% | 00.0% | Unchanged |
| Nwam LLC | 21,068 | $175.7K | 0.01% | +7,951+60.6% | Added |
| Prosperity Wealth Management, Inc. | 20,500 | $171.0K | 0.11% | +20,500 | New |
| Savior LLC | 20,498 | $171.0K | 0.69% | −215,947−91.3% | Reduced |
| Merit Financial Group, LLC | 20,408 | $170.2K | 0.01% | +8,140+66.4% | Added |
| SkyView Investment Advisors, LLC | 20,307 | $169.0K | 0.04% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 20,085 | $167.5K | 0.04% | 00.0% | Unchanged |