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 |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 5,000 | $40.0K | 0.00% | −1,000−16.7% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $40.0K | 0.00% | +5,166 | New |
| Glassman Wealth Services | 5,039 | $40.3K | 0.01% | +510+11.3% | Added |
| PSI Advisors, LLC | 5,085 | $40.6K | 0.02% | +400+8.5% | Added |
| Lazard Asset Management LLC | 5,185 | $41.0K | 0.00% | +2,785+116.0% | Added |
| Ancora Advisors, LLC | 5,667 | $45.3K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 6,164 | $49.3K | 0.00% | −557−8.3% | Reduced |
| Wetherby Asset Management Inc | 6,205 | $49.6K | 0.00% | +6,205 | New |
| Global Retirement Partners, LLC | 6,855 | $51.2K | 0.00% | +13+0.2% | Added |
| Sandy Spring Bank | 7,056 | $56.4K | 0.00% | −225−3.1% | Reduced |
| Geneos Wealth Management Inc. | 7,225 | $57.7K | 0.00% | +3,300+84.1% | Added |
| Global Financial Private Client, LLC | 7,589 | $59.5K | 0.03% | +3,113+69.5% | Added |
| NBC Securities, Inc. | 7,725 | $61.0K | 0.01% | +7,725 | New |
| American International Group, Inc. | 7,736 | $61.8K | 0.00% | −438−5.4% | Reduced |
| Tower Research Capital LLC (TRC) | 8,562 | $68.4K | 0.00% | −71,470−89.3% | Reduced |
| Clear Street Markets LLC | 8,640 | $69.0K | 0.05% | +8,640 | New |
| TD Waterhouse Canada Inc. | 7,823 | $73.4K | 0.00% | +1,105+16.4% | Added |
| TFC Financial Management | 9,457 | $75.6K | 0.02% | +4,400+87.0% | Added |
| Nemes Rush Group LLC | 9,599 | $76.7K | 0.01% | +9,599 | New |
| Atlas Capital Advisors LLC | 9,750 | $77.9K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 10,000 | $79.9K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,000 | $79.9K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10,000 | $79.9K | 0.00% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 10,000 | $79.9K | 0.03% | +10,000 | New |
| US Bancorp | 10,022 | $80.1K | 0.00% | −1,728−14.7% | Reduced |
| Tucker Asset Management LLC | 10,058 | $80.4K | 0.02% | +9,958+9,958.0% | Added |
| Strategic Blueprint, LLC | 10,236 | $81.8K | 0.01% | +10,236 | New |
| Prime Capital Investment Advisors, LLC | 10,331 | $82.5K | 0.00% | −579−5.3% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $82.7K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,480 | $83.7K | 0.02% | +736+7.6% | Added |
| Foundations Investment Advisors, LLC | 10,637 | $85.0K | 0.00% | +10,637 | New |
| Apollon Wealth Management, LLC | 10,660 | $85.2K | 0.00% | +639+6.4% | Added |
| Rosenberg Matthew Hamilton | 10,800 | $86.3K | 0.03% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $86.7K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,890 | $87.0K | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,657 | $87.2K | 0.01% | +10,657 | New |
| Integrated Wealth Concepts LLC | 10,915 | $87.2K | 0.00% | −10,750−49.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,102 | $88.7K | 0.00% | −1,742−13.6% | Reduced |
| HRT Financial LP | 11,207 | $89.0K | 0.00% | +11,207 | New |
| Moneta Group Investment Advisors LLC | 11,208 | $89.6K | 0.00% | −96−0.8% | Reduced |
| Xcel Wealth Management, LLC | 11,300 | $90.3K | 0.04% | −13,980−55.3% | Reduced |
| Sloy Dahl & Holst, LLC | 11,349 | $90.7K | 0.02% | +11,349 | New |
| Smith Anglin Financial, LLC | 11,550 | $92.3K | 0.01% | 00.0% | Unchanged |
| Zacks Investment Management | 11,690 | $93.4K | 0.00% | +11,690 | New |
| Cullen/Frost Bankers, Inc. | 11,750 | $93.9K | 0.00% | +11,750 | New |
| Suncoast Equity Management | 12,000 | $95.9K | 0.01% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,048 | $96.3K | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,065 | $96.4K | 0.01% | −1,000−7.7% | Reduced |
| O'Dell Group, LLC | 12,108 | $96.7K | 0.03% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 12,144 | $97.0K | 0.00% | +143+1.2% | Added |
| EverSource Wealth Advisors, LLC | 12,192 | $97.4K | 0.01% | −1,075−8.1% | Reduced |
| Capital Advisors Inc | 12,196 | $97.4K | 0.00% | +250+2.1% | Added |
| Prostatis Group LLC | 12,200 | $97.5K | 0.05% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 12,400 | $99.1K | 0.00% | −24,200−66.1% | Reduced |
| Banque Cantonale Vaudoise | 12,500 | $100.0K | 0.00% | +2,000+19.0% | Added |
| Main Street Financial Solutions, LLC | 12,542 | $100.2K | 0.01% | +2,103+20.1% | Added |
| Independent Wealth Network Inc. | 12,652 | $101.1K | 0.06% | −970−7.1% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,758 | $101.9K | 0.00% | −883−6.5% | Reduced |
| QCM Cayman, Ltd. | 12,784 | $102.1K | 0.66% | +12,784 | New |
| Truefg, LLC | 12,950 | $103.5K | 0.04% | +150+1.2% | Added |
| MidWestOne Financial Group, Inc. | 13,154 | $105.1K | 0.02% | +13,154 | New |
| Wealthcare Advisory Partners LLC | 13,271 | $106.0K | 0.00% | −2,275−14.6% | Reduced |
| CWM, LLC | 13,649 | $109.0K | 0.00% | −462−3.3% | Reduced |
| Cantor Fitzgerald, L. P. | 13,699 | $109.5K | 0.00% | +13,699 | New |
| Worth Financial Advisory Group, LLC | 13,785 | $110.1K | 0.10% | +250+1.8% | Added |
| Crewe Advisors LLC | 13,850 | $110.7K | 0.02% | −1,998−12.6% | Reduced |
| Mainstay Capital Management LLC | 14,050 | $112.3K | 0.02% | +14,050 | New |
| Bulltick Wealth Management, LLC | 14,904 | $119.1K | 0.03% | −12,920−46.4% | Reduced |
| Exchange Traded Concepts, LLC | 14,963 | $119.6K | 0.00% | +10,013+202.3% | Added |
| Gotham Asset Management, LLC | 15,052 | $120.3K | 0.00% | −13−0.1% | Reduced |
| Umb Bank N A | 15,116 | $120.8K | 0.00% | +8,945+145.0% | Added |
| Financial Advisory Service, Inc. | 15,165 | $121.2K | 0.01% | −2,000−11.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,281 | $122.1K | 0.00% | −1,184−7.2% | Reduced |
| Avestar Capital, LLC | 15,332 | $122.5K | 0.02% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 15,500 | $123.8K | 0.10% | −170−1.1% | Reduced |
| Panoramic Investment Advisors, LLC | 15,500 | $123.8K | 0.11% | +15,500 | New |
| Aspiriant, LLC | 15,633 | $124.9K | 0.01% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 15,764 | $125.0K | 0.01% | +15,764 | New |
| Joule Financial, LLC | 15,653 | $125.1K | 0.06% | +15,653 | New |
| Visionary Wealth Advisors | 15,722 | $125.6K | 0.01% | −2,381−13.2% | Reduced |
| Vivaldi Capital Management, LLC | 15,822 | $126.4K | 0.04% | +34+0.2% | Added |
| J.W. Cole Advisors, Inc. | 15,900 | $127.0K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,101 | $128.6K | 0.04% | +1,934+13.7% | Added |
| Columbia Asset Management | 10,185 | $131.0K | 0.03% | −4,795−32.0% | Reduced |
| Albion Financial Group | 16,415 | $131.2K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,598 | $132.6K | 0.06% | +75+0.5% | Added |
| Davenport & Co LLC | 16,829 | $134.5K | 0.00% | −86−0.5% | Reduced |
| KBC Group NV | 17,014 | $136.0K | 0.00% | +16,427+2,798.5% | Added |
| Belpointe Asset Management LLC | 17,098 | $136.6K | 0.01% | +17,098 | New |
| Redwood Wealth Management Group, LLC | 17,166 | $137.2K | 0.16% | +1,116+7.0% | Added |
| Traynor Capital Management, Inc. | 17,356 | $138.7K | 0.02% | +3,842+28.4% | Added |
| Bleakley Financial Group, LLC | 17,385 | $138.9K | 0.00% | +5,126+41.8% | Added |
| Sawtooth Solutions, LLC | 17,385 | $138.9K | 0.00% | +5,147+42.1% | Added |
| Independent Advisor Alliance | 17,579 | $140.5K | 0.01% | +5,417+44.5% | Added |
| Bensler, LLC | 17,930 | $143.3K | 0.03% | +840+4.9% | Added |
| MetLife Investment Management | 18,192 | $145.4K | 0.00% | +25+0.1% | Added |
| Claro Advisors LLC | 18,346 | $146.6K | 0.04% | −22,333−54.9% | Reduced |
| Allen Investment Management LLC | 18,402 | $147.0K | 0.00% | +18,402 | New |
| Pointe Capital Management LLC | 18,490 | $147.7K | 0.12% | 00.0% | Unchanged |
| StoneX Group Inc. | 18,569 | $148.4K | 0.02% | +18,569 | New |