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, Q3 2023
Institutional positions in SoFi Technologies, Inc. as of Sep 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
- 514
- +5 vs. Q2 2023
- Shares held
- 355.8M
- −3.03M (−0.8%) vs. Q2 2023
- Total value
- $2.84B
- −$152.6M (−5.1%) vs. Q2 2023
- New holders
- 74
- 189 more added
- Sold out
- 69
- 146 more reduced
8 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 50 | $0 | 0.00% | −50−50.0% | Reduced |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $32 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 6 | $48 | 0.00% | −30−83.3% | Reduced |
| Cape Investment Advisory, Inc. | 20 | $160 | 0.00% | +10+100.0% | Added |
| Hibernia Wealth Partners, LLC | 20 | $160 | 0.00% | +20 | New |
| Truvestments Capital LLC | 23 | $184 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $360 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 46 | $384 | 0.00% | +46 | New |
| West Financial Advisors, LLC | 49 | $392 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $400 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 60 | $479 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $599 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $655 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $799 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $799 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $999 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | +128 | New |
| Fifth Third Bancorp | 135 | $1.08K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $1.08K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 150 | $1.20K | 0.00% | −1,907−92.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $1.60K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 214 | $1.71K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 236 | $1.89K | 0.00% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 200 | $2.00K | 0.00% | −15,800−98.8% | Reduced |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $2.00K | 0.00% | +195 | New |
| Jefferies Financial Group Inc. | 251 | $2.01K | 0.00% | +251 | New |
| Laurel Wealth Advisors LLC | 300 | $2.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 314 | $2.51K | 0.00% | +181+136.1% | Added |
| Red Tortoise LLC | 328 | $2.62K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 379 | $3.00K | 0.00% | +379 | New |
| Sugarloaf Wealth Management, LLC | 456 | $3.64K | 0.00% | +456 | New |
| Investment Research & Advisory Group, Inc. | 480 | $3.83K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 481 | $3.84K | 0.00% | +81+20.3% | Added |
| Toth Financial Advisory Corp | 490 | $3.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $4.00K | 0.00% | −19,500−97.5% | Reduced |
| Stephenson National Bank & Trust | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 473 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 572 | $4.57K | 0.00% | +572 | New |
| NVWM, LLC | 600 | $4.79K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 616 | $4.92K | 0.00% | +300+94.9% | Added |
| Private Trust Co NA | 640 | $5.11K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $5.99K | 0.00% | +750 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 809 | $6.00K | 0.00% | +21+2.7% | Added |
| Pin Oak Investment Advisors Inc | 720 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 757 | $6.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 971 | $7.76K | 0.00% | −7−0.7% | Reduced |
| Retirement Group, LLC | 995 | $7.95K | 0.00% | +200+25.2% | Added |
| Annapolis Financial Services, LLC | 1,000 | $7.99K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $7.99K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,000 | $7.99K | 0.00% | +1,000 | New |
| Larson Financial Group LLC | 1,058 | $8.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,089 | $8.70K | 0.00% | −243−18.2% | Reduced |
| Covestor Ltd | 1,144 | $9.00K | 0.01% | −33−2.8% | Reduced |
| Loomis Sayles & Co L P | 1,146 | $9.00K | 0.00% | +599+109.5% | Added |
| Optimum Investment Advisors | 1,195 | $9.55K | 0.00% | +100+9.1% | Added |
| PFG Private Wealth Management, LLC | 1,250 | $9.99K | 0.01% | +1,250 | New |
| Benjamin F. Edwards & Company, Inc. | 1,295 | $10.0K | 0.00% | −588−31.2% | Reduced |
| Liberty One Investment Management, LLC | 1,318 | $10.5K | 0.00% | +133+11.2% | Added |
| Quadrant Capital Group LLC | 1,353 | $10.8K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,470 | $11.7K | 0.00% | +270+22.5% | Added |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,555 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,600 | $12.8K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,600 | $12.8K | 0.01% | +1,600 | New |
| Hazlett, Burt & Watson, Inc. | 1,570 | $13.0K | 0.01% | +1,570 | New |
| Savior LLC | 1,647 | $13.2K | 0.09% | −18,851−92.0% | Reduced |
| Stone House Investment Management, LLC | 1,673 | $13.4K | 0.00% | +1,500+867.1% | Added |
| Ci Investments Inc. | 1,776 | $14.0K | 0.00% | +186+11.7% | Added |
| Barrett & Company, Inc. | 2,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,050 | $16.4K | 0.00% | +200+10.8% | Added |
| Advisors Preferred, LLC | 2,194 | $17.2K | 0.01% | −719−24.7% | Reduced |
| Parkside Financial Bank & Trust | 2,314 | $18.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,500 | $20.0K | 0.00% | −100−3.8% | Reduced |
| Lindbrook Capital, LLC | 2,596 | $20.7K | 0.00% | −20−0.8% | Reduced |
| Hantz Financial Services, Inc. | 2,595 | $21.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $21.6K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,738 | $21.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,820 | $22.5K | 0.01% | −80−2.8% | Reduced |
| Gradient Investments LLC | 2,900 | $23.2K | 0.00% | +2,500+625.0% | Added |
| ZRC Wealth Management, LLC | 3,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3,000 | $24.0K | 0.02% | +3,000 | New |
| SkyView Investment Advisors, LLC | 2,994 | $24.0K | 0.01% | −17,313−85.3% | Reduced |
| RFP Financial Group LLC | 3,037 | $24.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,135 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,300 | $26.4K | 0.00% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 3,460 | $27.6K | 0.00% | −2,995−46.4% | Reduced |
| Parallel Advisors, LLC | 3,671 | $29.3K | 0.00% | +569+18.3% | Added |
| Allworth Financial LP | 4,025 | $32.2K | 0.00% | +31+0.8% | Added |
| SRS Capital Advisors, Inc. | 4,072 | $32.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,184 | $33.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4,240 | $33.9K | 0.00% | 00.0% | Unchanged |