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 |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 18,674 | $149.2K | 0.13% | +2,124+12.8% | Added |
| NWF Advisory Services Inc. | 18,678 | $149.2K | 0.04% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,000 | $151.0K | 0.04% | +20,000 | New |
| Comerica Bank | 19,008 | $151.9K | 0.00% | +19,008 | New |
| Axim Planning & Wealth | 19,100 | $152.6K | 0.13% | +19,100 | New |
| Ieq Capital, LLC | 19,237 | $153.7K | 0.00% | +3,929+25.7% | Added |
| Resolute Partners Group | 19,827 | $158.4K | 0.02% | 00.0% | Unchanged |
| DDFG, Inc | 19,902 | $159.0K | 0.06% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,909 | $159.1K | 0.03% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 20,000 | $159.8K | 0.23% | −2,350−10.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 20,000 | $159.8K | 0.06% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 20,025 | $160.0K | 0.01% | +9,062+82.7% | Added |
| Consolidated Portfolio Review Corp | 20,085 | $160.5K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 20,090 | $160.5K | 0.01% | +8,847+78.7% | Added |
| Zullo Investment Group, Inc. | 20,250 | $161.8K | 0.09% | +1,000+5.2% | Added |
| Merit Financial Group, LLC | 20,518 | $163.9K | 0.01% | +110+0.5% | Added |
| Kingsview Wealth Management, LLC | 20,705 | $165.4K | 0.01% | −68,116−76.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 21,032 | $168.0K | 0.06% | +21,032 | New |
| International Assets Investment Management, LLC | 22,225 | $168.9K | 0.02% | −23,290−51.2% | Reduced |
| Western Wealth Management, LLC | 21,150 | $169.0K | 0.01% | +21,150 | New |
| CIBC Asset Management Inc | 21,178 | $169.2K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,374 | $170.8K | 0.00% | +110+0.5% | Added |
| Orion Portfolio Solutions, LLC | 21,374 | $170.8K | 0.00% | +110+0.5% | Added |
| Kercheville Advisors, LLC | 21,950 | $175.4K | 0.11% | +21,950 | New |
| Founders Financial Securities LLC | 22,000 | $175.8K | 0.02% | −1,000−4.3% | Reduced |
| Freedom Wealth Alliance, LLC | 22,167 | $177.1K | 0.29% | +6,900+45.2% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $178.2K | 0.02% | −1,312−5.6% | Reduced |
| Dynamic Advisor Solutions LLC | 22,542 | $180.1K | 0.01% | +4,491+24.9% | Added |
| Brown Advisory Inc | 22,703 | $181.4K | 0.00% | 00.0% | Unchanged |
| Manchester Financial Inc | 23,456 | $187.4K | 0.06% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 23,754 | $189.8K | 0.02% | −7,800−24.7% | Reduced |
| Stratos Wealth Advisors, LLC | 23,756 | $189.8K | 0.01% | +23,756 | New |
| Riverwood Capital Management Ltd. | 21,436 | $190.8K | 0.51% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 23,907 | $191.0K | 0.02% | 00.0% | Unchanged |
| Woodline Partners LP | 23,930 | $191.2K | 0.00% | +23,930 | New |
| Reynders McVeigh Capital Management, LLC | 24,574 | $196.0K | 0.01% | −2,177−8.1% | Reduced |
| National Bank of Canada | 25,488 | $198.7K | 0.00% | −2,096,355−98.8% | Reduced |
| MSD Partners, L.P. | 25,000 | $199.8K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25,500 | $204.0K | 0.08% | −6,350−19.9% | Reduced |
| Balboa Wealth Partners | 25,561 | $204.2K | 0.08% | +11,736+84.9% | Added |
| McGuire Investment Group, LLC | 25,650 | $204.9K | 0.04% | 00.0% | Unchanged |
| Natixis | 26,326 | $210.3K | 0.00% | −8,574−24.6% | Reduced |
| Pearl River Capital, LLC | 26,483 | $211.6K | 0.03% | −46,080−63.5% | Reduced |
| Tradition Wealth Management, LLC | 26,766 | $214.0K | 0.03% | +10,106+60.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $215.1K | 0.17% | −1,700−5.9% | Reduced |
| Toroso Investments, LLC | 27,016 | $215.9K | 0.01% | +2,032+8.1% | Added |
| Envestnet Asset Management Inc | 27,733 | $221.6K | 0.00% | −130,314−82.5% | Reduced |
| Sigma Planning Corp | 27,761 | $221.8K | 0.01% | +4,902+21.4% | Added |
| PFG Investments, LLC | 28,108 | $224.6K | 0.04% | +6,150+28.0% | Added |
| Schonfeld Strategic Advisors LLC | 28,310 | $226.2K | 0.00% | +16,710+144.1% | Added |
| M&T Bank Corp | 28,314 | $226.2K | 0.00% | +2,583+10.0% | Added |
| Captrust Financial Advisors | 31,993 | $228.5K | 0.00% | +10,042+45.7% | Added |
| IFP Advisors, Inc | 28,656 | $229.0K | 0.01% | −276,776−90.6% | Reduced |
| Hexagon Capital Partners LLC | 28,697 | $229.3K | 0.06% | −5,023−14.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,434 | $235.2K | 0.00% | −139,465−82.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 30,000 | $239.7K | 0.03% | −10,000−25.0% | Reduced |
| Moseley Investment Management Inc | 30,164 | $241.0K | 0.14% | +4,091+15.7% | Added |
| Nwam LLC | 30,313 | $242.2K | 0.02% | +9,245+43.9% | Added |
| Empowered Funds, LLC | 30,815 | $246.2K | 0.01% | −7,657−19.9% | Reduced |
| TriaGen Wealth Management LLC | 31,453 | $251.3K | 0.13% | +34+0.1% | Added |
| Lauer Wealth, LLC | 30,521 | $251.8K | 0.27% | +30,521 | New |
| Pathway Financial Advisers, LLC | 31,613 | $252.6K | 0.10% | +31,613 | New |
| Equitable Holdings, Inc. | 31,773 | $253.9K | 0.00% | −33,413−51.3% | Reduced |
| Balentine LLC | 31,944 | $255.2K | 0.01% | 00.0% | Unchanged |
| AtonRa Partners | 32,419 | $259.0K | 0.54% | −7,389−18.6% | Reduced |
| Xponance, Inc. | 32,460 | $259.4K | 0.00% | +729+2.3% | Added |
| SEI Investments Co | 32,895 | $262.8K | 0.00% | −36,714−52.7% | Reduced |
| Wealthfront Advisers LLC | 33,091 | $264.4K | 0.00% | +5,109+18.3% | Added |
| Signaturefd, LLC | 33,293 | $266.0K | 0.01% | +17,818+115.1% | Added |
| River Street Advisors LLC | 33,888 | $270.8K | 0.26% | −7,226−17.6% | Reduced |
| IMC-Chicago, LLC | 34,360 | $274.5K | 0.02% | −91,401−72.7% | Reduced |
| SG Americas Securities, LLC | 34,436 | $275.0K | 0.00% | +6,548+23.5% | Added |
| Strategic Investment Solutions, Inc. | 31,500 | $277.0K | 0.00% | +31,000+6,200.0% | Added |
| Soltis Investment Advisors LLC | 34,715 | $277.4K | 0.04% | −1,962−5.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 35,535 | $283.9K | 0.03% | −2,700−7.1% | Reduced |
| BBR Partners, LLC | 35,841 | $286.4K | 0.03% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 35,876 | $286.6K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 37,241 | $297.6K | 0.04% | −6,100−14.1% | Reduced |
| Cutler Group LP | 38,118 | $304.0K | 0.05% | −9,892−20.6% | Reduced |
| Hudock, Inc. | 39,271 | $313.8K | 0.07% | +3,830+10.8% | Added |
| Independent Financial Group, LLC | 39,396 | $314.8K | 0.02% | +325+0.8% | Added |
| Resources Investment Advisors, LLC. | 39,884 | $318.7K | 0.01% | −258−0.6% | Reduced |
| Neuberger Berman Group LLC | 39,890 | $318.7K | 0.00% | −19,452−32.8% | Reduced |
| Fortis Advisors, LLC | 40,050 | $320.0K | 0.24% | −11,100−21.7% | Reduced |
| Deutsche Bank AG | 40,549 | $324.0K | 0.00% | −395,408−90.7% | Reduced |
| Marathon Trading Investment Management LLC | 40,800 | $326.0K | 0.25% | +26,900+193.5% | Added |
| Good Life Advisors, LLC | 41,311 | $330.1K | 0.04% | −10,655−20.5% | Reduced |
| Cowen and Company, LLC | 41,400 | $330.8K | 0.02% | +41,400 | New |
| Virtu Financial LLC | 41,491 | $332.0K | 0.03% | +41,491 | New |
| Lincoln National Corp | 41,708 | $333.2K | 0.01% | +8,400+25.2% | Added |
| Regal Investment Advisors LLC | 41,978 | $335.4K | 0.03% | −1,674−3.8% | Reduced |
| Atomi Financial Group, Inc. | 42,420 | $338.9K | 0.11% | +42,420 | New |
| Caliber Wealth Management, LLC | 43,851 | $350.4K | 0.24% | 00.0% | Unchanged |
| Saxon Interests, Inc. | 43,851 | $350.4K | 0.24% | +43,851 | New |
| Kestra Private Wealth Services, LLC | 43,989 | $351.5K | 0.01% | +8,608+24.3% | Added |
| Intech Investment Management LLC | 44,870 | $358.5K | 0.01% | +44,870 | New |
| Perigon Wealth Management, LLC | 46,012 | $367.6K | 0.01% | +4,277+10.2% | Added |
| Valeo Financial Advisors, LLC | 47,616 | $380.5K | 0.02% | −6,500−12.0% | Reduced |
| JustInvest LLC | 47,657 | $380.8K | 0.01% | +1,209+2.6% | Added |
| Arkadios Wealth Advisors | 48,356 | $386.4K | 0.04% | +3,525+7.9% | Added |