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.
Q3 2023 vs. Q2 2023
How the institutions holding SoFi Technologies, Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 517 | 8 | 514 | +5 |
| Shares | 359.0M | 157.0K | 355.8M | −3.03M (−0.8%) |
| Value | $3.00B | $1.31M | $2.84B | −$152.6M (−5.1%) |
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (74)
Institutions that held SoFi Technologies, Inc. at the end of Q3 2023 but not at the end of Q2 2023.
Sold out (69)
Institutions that held SoFi Technologies, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
Not filed for Q3 2023 yet (8)
Institutions that held SoFi Technologies, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Pictet Asset Management SA | 94,904 | $791.5K |
| EA Series Trust | 38,472 | $320.9K |
| First Capital Advisors Group, LLC. | 17,313 | $144.4K |
| Coastal Capital Group, Inc. | 5,380 | $44.9K |
| BDO Wealth Advisors, LLC | 500 | $4.17K |
| Piershale Financial Group, Inc. | 300 | $2.50K |
| BerganKDV Wealth Management, LLC | 91 | $759 |
| Kistler-Tiffany Companies, LLC | 80 | $668 |