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 |
|---|---|---|---|---|---|
| Sandy Spring Bank | 7,281 | $60.7K | 0.00% | −3,850−34.6% | Reduced |
| Global Retirement Partners, LLC | 6,842 | $57.1K | 0.00% | +1,407+25.9% | Added |
| Asset Management One Co.,Ltd. | 6,721 | $56.1K | 0.00% | −2,644−28.2% | Reduced |
| Storebrand Asset Management AS | 6,455 | $53.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 6,171 | $51.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6,000 | $50.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,667 | $47.3K | 0.00% | +5,000+749.6% | Added |
| Coastal Capital Group, Inc. | 5,380 | $44.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 5,057 | $42.2K | 0.01% | +57+1.1% | Added |
| Exchange Traded Concepts, LLC | 4,950 | $41.3K | 0.00% | −1,402−22.1% | Reduced |
| PSI Advisors, LLC | 4,685 | $39.1K | 0.02% | −200−4.1% | Reduced |
| Global Financial Private Client, LLC | 4,476 | $38.1K | 0.02% | +4,476 | New |
| Glassman Wealth Services | 4,529 | $37.8K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4,503 | $37.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,240 | $35.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,184 | $34.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,072 | $34.0K | 0.00% | +82+2.1% | Added |
| Allworth Financial LP | 3,994 | $33.3K | 0.00% | +753+23.2% | Added |
| Geneos Wealth Management Inc. | 3,925 | $32.7K | 0.00% | +1,275+48.1% | Added |
| Nomura Asset Management Co Ltd | 3,300 | $27.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,135 | $26.1K | 0.00% | +3,135 | New |
| Parallel Advisors, LLC | 3,102 | $25.9K | 0.00% | −360−10.4% | Reduced |
| RFP Financial Group LLC | 3,037 | $25.3K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3,000 | $25.0K | 0.02% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,913 | $24.8K | 0.01% | −1,278−30.5% | Reduced |
| SOA Wealth Advisors, LLC. | 2,900 | $24.2K | 0.01% | +60+2.1% | Added |
| Washington Trust Co | 2,738 | $22.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $22.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,595 | $22.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,616 | $21.8K | 0.00% | +323+14.1% | Added |
| Sound Income Strategies, LLC | 2,600 | $21.7K | 0.00% | +75+3.0% | Added |
| Advisors Asset Management, Inc. | 2,422 | $20.2K | 0.00% | −3,341−58.0% | Reduced |
| Parkside Financial Bank & Trust | 2,314 | $19.3K | 0.00% | +29+1.3% | Added |
| Lazard Asset Management LLC | 2,400 | $19.0K | 0.00% | +2,372+8,471.4% | Added |
| Industrial Alliance Investment Management Inc. | 2,185 | $18.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,057 | $17.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $16.7K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,883 | $16.0K | 0.00% | −1,303−40.9% | Reduced |
| AdvisorNet Financial, Inc | 1,850 | $15.4K | 0.00% | +595+47.4% | Added |
| Westside Investment Management, Inc. | 1,600 | $13.5K | 0.00% | −100−5.9% | Reduced |
| 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 |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.5K | 0.01% | +1,500 | New |
| Quadrant Capital Group LLC | 1,353 | $11.3K | 0.00% | +161+13.5% | Added |
| Bell Investment Advisors, Inc | 1,332 | $11.1K | 0.00% | −78−5.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,200 | $10.0K | 0.00% | +500+71.4% | Added |
| Covestor Ltd | 1,177 | $10.0K | 0.01% | −6−0.5% | Reduced |
| Liberty One Investment Management, LLC | 1,185 | $9.88K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,100 | $9.17K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,095 | $9.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,058 | $8.82K | 0.00% | 00.0% | Unchanged |
| 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 |
| Versant Capital Management, Inc | 978 | $8.16K | 0.00% | +749+327.1% | Added |
| Elequin Capital LP | 857 | $7.15K | 0.00% | +857 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 788 | $7.00K | 0.00% | +35+4.6% | Added |
| Retirement Group, LLC | 795 | $6.63K | 0.00% | +45+6.0% | Added |
| Bourgeon Capital Management LLC | 757 | $6.31K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 720 | $6.00K | 0.01% | +100+16.1% | Added |
| Private Trust Co NA | 640 | $5.34K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 600 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 600 | $5.00K | 0.00% | +100+20.0% | Added |
| 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 |
| 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 |
| Toth Financial Advisory Corp | 490 | $4.09K | 0.00% | −400−44.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 480 | $4.00K | 0.00% | +32+7.1% | Added |
| TSFG, LLC | 473 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 419 | $3.49K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $3.41K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Red Tortoise LLC | 328 | $2.74K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 316 | $2.63K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 300 | $2.50K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $2.50K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 250 | $2.21K | 0.00% | +250 | New |
| Cornerstone Planning Group LLC | 236 | $1.97K | 0.00% | +236 | New |
| Massmutual Trust Co FSB | 227 | $1.89K | 0.00% | +227 | New |
| SJS Investment Consulting Inc. | 214 | $1.78K | 0.00% | 00.0% | Unchanged |
| 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 |
| Stone House Investment Management, LLC | 173 | $1.44K | 0.00% | +173 | New |
| Fifth Third Bancorp | 135 | $1.13K | 0.00% | +15+12.5% | Added |
| Farther Finance Advisors, LLC | 133 | $1.11K | 0.00% | +33+33.0% | Added |
| Clear Harbor Asset Management, LLC | 127 | $1.06K | 0.00% | +127 | New |
| Delos Wealth Advisors, LLC | 125 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $1.04K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 100 | $1.00K | 0.00% | −150−60.0% | Reduced |
| 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 |