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 |
|---|---|---|---|---|---|
| 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 |
| Pensionmark Financial Group, LLC | 19,909 | $166.0K | 0.03% | +5,606+39.2% | Added |
| DDFG, Inc | 19,902 | $166.0K | 0.06% | 00.0% | Unchanged |
| Hall Kathryn A. | 19,853 | $165.6K | 0.05% | +19,853 | New |
| Resolute Partners Group | 19,827 | $165.4K | 0.02% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 19,250 | $160.5K | 0.09% | −2,600−11.9% | Reduced |
| NWF Advisory Services Inc. | 18,678 | $155.8K | 0.04% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 18,490 | $154.2K | 0.12% | 00.0% | Unchanged |
| MetLife Investment Management | 18,167 | $151.5K | 0.00% | +1,481+8.9% | Added |
| Visionary Wealth Advisors | 18,103 | $151.0K | 0.01% | +303+1.7% | Added |
| Dynamic Advisor Solutions LLC | 18,051 | $150.5K | 0.01% | +18,051 | New |
| Amundi | 17,492 | $149.0K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 17,313 | $144.4K | 0.08% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 17,165 | $143.2K | 0.02% | +4,900+40.0% | Added |
| Bensler, LLC | 17,090 | $142.5K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 16,915 | $141.1K | 0.00% | +16,915 | New |
| Freedom Wealth Alliance, LLC | 15,267 | $139.8K | 0.20% | +15,267 | New |
| Tradition Wealth Management, LLC | 16,660 | $139.0K | 0.02% | +1,225+7.9% | Added |
| Concorde Asset Management, LLC | 16,550 | $138.0K | 0.13% | −400−2.4% | Reduced |
| Garden State Investment Advisory Services LLC | 16,523 | $137.8K | 0.06% | −22,350−57.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 16,465 | $137.3K | 0.00% | −9,309−36.1% | Reduced |
| Albion Financial Group | 16,415 | $136.9K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 16,281 | $135.8K | 0.00% | −878,522−98.2% | Reduced |
| Redwood Wealth Management Group, LLC | 16,050 | $133.9K | 0.15% | −300−1.8% | Reduced |
| Elkhorn Partners Limited Partnership | 16,000 | $133.0K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 15,900 | $132.6K | 0.01% | +750+5.0% | Added |
| Crewe Advisors LLC | 15,848 | $132.2K | 0.02% | +14+0.1% | Added |
| Vivaldi Capital Management, LLC | 15,788 | $131.7K | 0.04% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 15,780 | $131.6K | 0.04% | +1,010+6.8% | Added |
| Cooper/Haims Advisors, LLC | 15,670 | $130.7K | 0.10% | 00.0% | Unchanged |
| Aspiriant, LLC | 15,633 | $130.4K | 0.01% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,546 | $129.7K | 0.01% | +15,546 | New |
| Teza Capital Management LLC | 15,477 | $129.1K | 0.02% | −33,030−68.1% | Reduced |
| Signaturefd, LLC | 15,475 | $129.1K | 0.00% | −1,683−9.8% | Reduced |
| Aigen Investment Management, LP | 15,407 | $128.5K | 0.02% | −29,149−65.4% | Reduced |
| Snowden Capital Advisors LLC | 15,375 | $128.2K | 0.00% | +1,250+8.8% | Added |
| Avestar Capital, LLC | 15,332 | $127.9K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,308 | $127.7K | 0.00% | −4,988−24.6% | Reduced |
| Gotham Asset Management, LLC | 15,065 | $125.6K | 0.00% | −32,464−68.3% | Reduced |
| Columbia Asset Management | 14,980 | $125.0K | 0.03% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 14,167 | $118.2K | 0.04% | +14,167 | New |
| CWM, LLC | 14,111 | $118.0K | 0.00% | +2,132+17.8% | Added |
| Mandatum Life Insurance Co Ltd | 13,947 | $116.3K | 0.05% | +13,947 | New |
| Marathon Trading Investment Management LLC | 13,900 | $115.9K | 0.07% | +7,400+113.8% | Added |
| Balboa Wealth Partners | 13,825 | $115.3K | 0.04% | +13,825 | New |
| IHT Wealth Management, LLC | 13,789 | $115.0K | 0.01% | −11,631−45.8% | Reduced |
| Buckingham Strategic Wealth, LLC | 13,641 | $113.8K | 0.00% | −11,705−46.2% | 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 |
| Worth Financial Advisory Group, LLC | 13,535 | $112.9K | 0.10% | −150−1.1% | Reduced |
| Traynor Capital Management, Inc. | 13,514 | $112.7K | 0.01% | −837−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 13,267 | $110.6K | 0.01% | −16,589−55.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,065 | $109.0K | 0.01% | +13,065 | New |
| McAlister, Sweet & Associates, Inc. | 12,900 | $107.6K | 0.09% | −2,800−17.8% | Reduced |
| The PNC Financial Services Group, Inc. | 12,844 | $107.1K | 0.00% | −1,786−12.2% | Reduced |
| Truefg, LLC | 12,800 | $106.8K | 0.05% | +12,800 | New |
| Bleakley Financial Group, LLC | 12,259 | $102.2K | 0.00% | +12,259 | New |
| Sawtooth Solutions, LLC | 12,238 | $102.1K | 0.00% | −10,549−46.3% | Reduced |
| Prostatis Group LLC | 12,200 | $101.7K | 0.05% | 00.0% | Unchanged |
| Independent Advisor Alliance | 12,162 | $101.4K | 0.00% | −6,138−33.5% | Reduced |
| O'Dell Group, LLC | 12,108 | $101.0K | 0.03% | +12,108 | New |
| Insigneo Advisory Services, LLC | 12,053 | $100.5K | 0.02% | +12,053 | New |
| Transcend Wealth Collective, LLC | 12,048 | $100.5K | 0.01% | +500+4.3% | Added |
| KRS Capital Management, LLC | 12,045 | $100.5K | 0.10% | −11,100−48.0% | Reduced |
| Ballentine Partners, LLC | 12,001 | $100.1K | 0.00% | +856+7.7% | 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 |
| Capital Advisors Inc | 11,946 | $99.6K | 0.00% | +200+1.7% | Added |
| US Bancorp | 11,750 | $98.0K | 0.00% | +1,235+11.7% | Added |
| Blueshift Asset Management, LLC | 11,632 | $97.0K | 0.04% | −6,229−34.9% | Reduced |
| Daiwa Securities Group Inc. | 11,646 | $97.0K | 0.00% | −22,150−65.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 11,600 | $96.7K | 0.00% | −4,654,857−99.8% | Reduced |
| Smith Anglin Financial, LLC | 11,550 | $96.3K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,304 | $94.3K | 0.00% | +910+8.8% | Added |
| Boothbay Fund Management, LLC | 11,243 | $93.8K | 0.00% | +11,243 | New |
| Sherbrooke Park Advisers LLC | 11,062 | $92.3K | 0.05% | +11,062 | New |
| Level Four Advisory Services, LLC | 10,963 | $91.4K | 0.01% | +10,963 | New |
| Prime Capital Investment Advisors, LLC | 10,910 | $91.0K | 0.00% | +10,910 | New |
| Jacobi Capital Management LLC | 10,890 | $90.8K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $90.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,800 | $90.1K | 0.03% | +7,000+184.2% | Added |
| Banque Cantonale Vaudoise | 10,500 | $88.0K | 0.00% | +1,500+16.7% | Added |
| Main Street Financial Solutions, LLC | 10,439 | $87.1K | 0.01% | +300+3.0% | Added |
| Axq Capital, LP | 10,400 | $86.7K | 0.11% | −4,200−28.8% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $86.3K | 0.00% | +10,346 | New |
| Clear Creek Financial Management, LLC | 10,200 | $85.1K | 0.01% | 00.0% | Unchanged |
| JT Stratford LLC | 10,025 | $83.6K | 0.02% | +10,025 | New |
| Apollon Wealth Management, LLC | 10,021 | $83.6K | 0.00% | −1,960−16.4% | Reduced |
| 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 |
| Atlas Capital Advisors LLC | 9,750 | $81.3K | 0.01% | +9,750 | New |
| Global Wealth Management Investment Advisory, Inc. | 9,744 | $81.3K | 0.02% | −649−6.2% | Reduced |
| Russell Investments Group, Ltd. | 8,918 | $74.4K | 0.00% | +181+2.1% | Added |
| American International Group, Inc. | 8,174 | $68.2K | 0.00% | +67+0.8% | Added |
| TD Waterhouse Canada Inc. | 6,718 | $64.5K | 0.00% | −7−0.1% | Reduced |
| Glenmede Trust Co NA | 10,119 | $61.4K | 0.00% | 00.0% | Unchanged |