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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 267,305 | $2.14M | 0.00% | −83,152−23.7% | Reduced |
| Old Second National Bank of Aurora | 262,760 | $2.10M | 0.64% | −15,269−5.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 259,983 | $2.08M | 1.04% | −104,279−28.6% | Reduced |
| Arizona State Retirement System | 255,082 | $2.04M | 0.02% | +17,372+7.3% | Added |
| DFPG Investments, LLC | 297,003 | $2.03M | 0.19% | +161,752+119.6% | Added |
| Belmont Capital, LLC | 242,350 | $1.94M | 1.05% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 241,700 | $1.93M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 239,510 | $1.92M | 0.00% | +1,715+0.7% | Added |
| State of Wisconsin Investment Board | 236,770 | $1.89M | 0.01% | +169,855+253.8% | Added |
| Must Asset Management Inc. | 254,306 | $1.88M | 4.60% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 226,945 | $1.81M | 0.07% | +275+0.1% | Added |
| AXA S.A. | 220,000 | $1.76M | 0.01% | −81,000−26.9% | Reduced |
| Ensign Peak Advisors, Inc | 219,270 | $1.75M | 0.00% | −1,520,154−87.4% | Reduced |
| American Century Companies Inc | 215,706 | $1.72M | 0.00% | +20,378+10.4% | Added |
| Advisory Research Inc | 211,507 | $1.69M | 0.23% | +80,188+61.1% | Added |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.61M | 0.15% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 196,898 | $1.57M | 0.00% | −293,691−59.9% | Reduced |
| Van Eck Associates Corp | 194,590 | $1.55M | 0.00% | −22,205−10.2% | Reduced |
| Oppenheimer & Co Inc | 192,238 | $1.54M | 0.03% | +1,413+0.7% | Added |
| Venture Visionary Partners LLC | 187,217 | $1.50M | 0.09% | −3,092−1.6% | Reduced |
| Norris Financial Group, LLC | 186,518 | $1.49M | 1.03% | +109,344+141.7% | Added |
| Boston Private Wealth LLC | 182,201 | $1.46M | 0.03% | +363+0.2% | Added |
| Spire Wealth Management | 178,882 | $1.43M | 0.05% | −1,550−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 178,620 | $1.43M | 0.00% | +141,458+380.7% | Added |
| Gsa Capital Partners LLP | 177,793 | $1.42M | 0.12% | +122,508+221.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,970 | $1.41M | 0.01% | +40,020+29.2% | Added |
| We Are One Seven, LLC | 176,767 | $1.41M | 0.11% | +176,767 | New |
| Triumph Capital Management | 176,290 | $1.41M | 0.64% | +23,958+15.7% | Added |
| Well Done, LLC | 172,853 | $1.38M | 0.31% | +78,692+83.6% | Added |
| Cetera Advisor Networks LLC | 171,888 | $1.37M | 0.01% | −137,421−44.4% | Reduced |
| Jupiter Asset Management Ltd | 169,585 | $1.35M | 0.01% | −98,138−36.7% | Reduced |
| Marex Group plc | 165,517 | $1.32M | 0.19% | +51,189+44.8% | Added |
| Truist Financial Corp | 160,068 | $1.28M | 0.00% | −16,646−9.4% | Reduced |
| Point72 Middle East FZE | 158,837 | $1.27M | 0.08% | +158,837 | New |
| Utah Retirement Systems | 157,700 | $1.26M | 0.02% | +400+0.3% | Added |
| Vontobel Holding Ltd. | 153,960 | $1.23M | 0.01% | −63,500−29.2% | Reduced |
| Capital Markets Trading UK LLP | 151,886 | $1.21M | 1.06% | +42,386+38.7% | Added |
| Toronto Dominion Bank | 144,998 | $1.16M | 0.00% | +144,998 | New |
| Algert Global LLC | 139,550 | $1.12M | 0.05% | +91,700+191.6% | Added |
| Amalgamated Bank | 138,488 | $1.11M | 0.01% | +8,262+6.3% | Added |
| Handelsbanken Fonder AB | 133,900 | $1.07M | 0.01% | +20,500+18.1% | Added |
| Firethorn Wealth Partners, LLC | 130,808 | $1.05M | 0.80% | +16,924+14.9% | Added |
| Skaana Management L.P. | 129,800 | $1.04M | 0.35% | 00.0% | Unchanged |
| National Asset Management, Inc. | 127,136 | $1.02M | 0.03% | −9,529−7.0% | Reduced |
| Pathstone Family Office, LLC | 126,930 | $974.8K | 0.01% | +11,115+9.6% | Added |
| Alliance Wealth Advisors, LLC | 121,880 | $973.8K | 0.36% | +550.0% | Added |
| Cetera Advisors LLC | 120,524 | $963.0K | 0.02% | +274+0.2% | Added |
| Colony Group LLC | 120,196 | $960.0K | 0.01% | −157−0.1% | Reduced |
| Caption Management, LLC | 119,030 | $951.0K | 0.12% | +45,623+62.2% | Added |
| Tilt Investment Management Holdings, PBC | 118,154 | $944.0K | 0.67% | −29,398−19.9% | Reduced |
| Voya Investment Management LLC | 116,282 | $929.1K | 0.00% | −12,252−9.5% | Reduced |
| Walleye Trading LLC | 115,397 | $922.0K | 0.02% | −59,050−33.8% | Reduced |
| STRS Ohio | 114,674 | $916.0K | 0.00% | +114,674 | New |
| Northwestern Mutual Wealth Management Co | 113,429 | $906.3K | 0.00% | +6,429+6.0% | Added |
| AE Wealth Management LLC | 111,637 | $892.0K | 0.01% | +19,766+21.5% | Added |
| Stifel Financial Corp | 110,696 | $884.5K | 0.00% | −21,229−16.1% | Reduced |
| Kennedy Investment Group | 110,400 | $882.1K | 0.53% | +20,000+22.1% | Added |
| Pegasus Asset Management, Inc. | 109,143 | $872.1K | 0.41% | +4,064+3.9% | Added |
| Pictet Asset Management Holding SA | 105,903 | $846.2K | 0.00% | +105,903 | New |
| First Republic Investment Management, Inc. | 105,335 | $841.6K | 0.00% | −221,252−67.7% | Reduced |
| Kovack Advisors, Inc. | 100,557 | $803.5K | 0.11% | +3,430+3.5% | Added |
| DnB Asset Management AS | 98,741 | $788.9K | 0.00% | +98,741 | New |
| Mercer Global Advisors Inc | 96,572 | $772.0K | 0.00% | +56,914+143.5% | Added |
| Victory Capital Management Inc | 96,052 | $767.5K | 0.00% | +12,741+15.3% | Added |
| Prospera Financial Services Inc | 93,914 | $750.3K | 0.03% | +793+0.9% | Added |
| Capital Advisors Wealth Management, LLC | 93,013 | $743.2K | 0.19% | +11,405+14.0% | Added |
| Teacher Retirement System of Texas | 90,446 | $723.0K | 0.00% | +2,579+2.9% | Added |
| Private Advisor Group, LLC | 90,113 | $720.0K | 0.01% | −16,595−15.6% | Reduced |
| Janney Montgomery Scott LLC | 85,290 | $681.0K | 0.00% | +35,750+72.2% | Added |
| Wolff Wiese Magana LLC | 84,260 | $673.2K | 0.55% | −31,086−27.0% | Reduced |
| Matisse Capital | 83,120 | $664.1K | 0.47% | −10,544−11.3% | Reduced |
| Great West Life Assurance Co | 82,260 | $657.0K | 0.00% | +47,424+136.1% | Added |
| VitalStone Financial, LLC | 92,450 | $642.0K | 0.54% | +50,155+118.6% | Added |
| Perennial Investment Advisors, LLC | 79,145 | $632.4K | 0.12% | +2,075+2.7% | Added |
| Miracle Mile Advisors, LLC | 78,350 | $626.0K | 0.02% | −200.0% | Reduced |
| Cetera Investment Advisers | 78,115 | $624.1K | 0.01% | −50,122−39.1% | Reduced |
| Public Employees Retirement Association of Colorado | 76,520 | $611.0K | 0.00% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 74,901 | $598.5K | 0.17% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 74,339 | $594.0K | 0.01% | +32,861+79.2% | Added |
| Beacon Pointe Advisors, LLC | 73,477 | $587.1K | 0.01% | +13,097+21.7% | Added |
| Maryland State Retirement & Pension System | 72,493 | $579.2K | 0.01% | 00.0% | Unchanged |
| Oak Thistle LLC | 71,659 | $572.6K | 0.17% | +45,982+179.1% | Added |
| D.A. Davidson & Co. | 71,654 | $572.5K | 0.01% | +1,092+1.5% | Added |
| Hennessy Advisors Inc | 70,000 | $559.3K | 0.04% | +70,000 | New |
| Verition Fund Management LLC | 69,298 | $553.7K | 0.01% | −23,800−25.6% | Reduced |
| CI Private Wealth, LLC | 67,733 | $541.2K | 0.00% | +10,210+17.7% | Added |
| HAP Trading, LLC | 67,033 | $535.6K | 0.13% | −8,328−11.1% | Reduced |
| Avantax Advisory Services, Inc. | 66,829 | $534.0K | 0.01% | −315−0.5% | Reduced |
| Solidarilty Wealth, LLC | 66,467 | $531.1K | 0.19% | 00.0% | Unchanged |
| Strategic Advocates LLC | 65,342 | $522.1K | 0.25% | +65,342 | New |
| CIBC Private Wealth Group, LLC | 64,287 | $513.7K | 0.00% | −4,850−7.0% | Reduced |
| Wellington Management Group LLP | 63,870 | $510.3K | 0.00% | +13,109+25.8% | Added |
| Advisory Services Network, LLC | 63,560 | $507.8K | 0.01% | +1,759+2.8% | Added |
| Consolidated Investment Group LLC | 63,000 | $503.0K | 0.10% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 62,207 | $497.0K | 0.10% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 60,982 | $487.0K | 0.23% | +286+0.5% | Added |
| Quantinno Capital Management LP | 59,442 | $475.0K | 0.02% | +59,442 | New |
| Kestra Advisory Services, LLC | 58,250 | $465.4K | 0.00% | −4,778−7.6% | Reduced |
| Harbour Investments, Inc. | 57,640 | $460.5K | 0.02% | +3,727+6.9% | Added |
| Means Investment Co., Inc. | 55,969 | $447.2K | 0.07% | −1,523−2.6% | Reduced |