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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 55,159 | $440.7K | 0.41% | +55,159 | New |
| Alta Wealth Advisors LLC | 54,149 | $432.7K | 0.27% | −3,150−5.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 53,506 | $427.5K | 0.00% | +53,506 | New |
| BIT Capital GmbH | 53,236 | $425.4K | 0.06% | +1,701+3.3% | Added |
| Blueshift Asset Management, LLC | 52,783 | $421.7K | 0.25% | +41,151+353.8% | Added |
| QRG Capital Management, Inc. | 50,657 | $404.7K | 0.01% | +50,657 | New |
| Integrated Advisors Network LLC | 50,562 | $404.0K | 0.02% | −200−0.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 50,254 | $401.5K | 0.04% | −9,823−16.4% | Reduced |
| Prudential Financial Inc | 49,336 | $394.2K | 0.00% | −8,918−15.3% | Reduced |
| Aldebaran Financial Inc. | 49,285 | $393.8K | 0.64% | −2,760−5.3% | Reduced |
| WCG Wealth Advisors LLC | 44,988 | $393.0K | 0.03% | +44,988 | New |
| Russell Investments Group, Ltd. | 49,253 | $391.7K | 0.00% | +40,335+452.3% | Added |
| Jacob Asset Management of New York LLC | 48,600 | $388.3K | 0.55% | +48,600 | New |
| Gladstone Institutional Advisory LLC | 48,550 | $387.9K | 0.03% | +6,450+15.3% | Added |
| Arkadios Wealth Advisors | 48,356 | $386.4K | 0.04% | +3,525+7.9% | Added |
| JustInvest LLC | 47,657 | $380.8K | 0.01% | +1,209+2.6% | Added |
| Valeo Financial Advisors, LLC | 47,616 | $380.5K | 0.02% | −6,500−12.0% | Reduced |
| Perigon Wealth Management, LLC | 46,012 | $367.6K | 0.01% | +4,277+10.2% | Added |
| Intech Investment Management LLC | 44,870 | $358.5K | 0.01% | +44,870 | New |
| Kestra Private Wealth Services, LLC | 43,989 | $351.5K | 0.01% | +8,608+24.3% | Added |
| 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 |
| Atomi Financial Group, Inc. | 42,420 | $338.9K | 0.11% | +42,420 | New |
| Regal Investment Advisors LLC | 41,978 | $335.4K | 0.03% | −1,674−3.8% | Reduced |
| Lincoln National Corp | 41,708 | $333.2K | 0.01% | +8,400+25.2% | Added |
| Virtu Financial LLC | 41,491 | $332.0K | 0.03% | +41,491 | New |
| Cowen and Company, LLC | 41,400 | $330.8K | 0.02% | +41,400 | New |
| Good Life Advisors, LLC | 41,311 | $330.1K | 0.04% | −10,655−20.5% | Reduced |
| Marathon Trading Investment Management LLC | 40,800 | $326.0K | 0.25% | +26,900+193.5% | Added |
| Deutsche Bank AG | 40,549 | $324.0K | 0.00% | −395,408−90.7% | Reduced |
| Fortis Advisors, LLC | 40,050 | $320.0K | 0.24% | −11,100−21.7% | Reduced |
| Neuberger Berman Group LLC | 39,890 | $318.7K | 0.00% | −19,452−32.8% | Reduced |
| Resources Investment Advisors, LLC. | 39,884 | $318.7K | 0.01% | −258−0.6% | Reduced |
| Independent Financial Group, LLC | 39,396 | $314.8K | 0.02% | +325+0.8% | Added |
| Hudock, Inc. | 39,271 | $313.8K | 0.07% | +3,830+10.8% | Added |
| Cutler Group LP | 38,118 | $304.0K | 0.05% | −9,892−20.6% | Reduced |
| SeaCrest Wealth Management, LLC | 37,241 | $297.6K | 0.04% | −6,100−14.1% | Reduced |
| Drive Wealth Management, LLC | 35,876 | $286.6K | 0.10% | 00.0% | Unchanged |
| BBR Partners, LLC | 35,841 | $286.4K | 0.03% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 35,535 | $283.9K | 0.03% | −2,700−7.1% | Reduced |
| Soltis Investment Advisors LLC | 34,715 | $277.4K | 0.04% | −1,962−5.3% | Reduced |
| Strategic Investment Solutions, Inc. | 31,500 | $277.0K | 0.00% | +31,000+6,200.0% | Added |
| SG Americas Securities, LLC | 34,436 | $275.0K | 0.00% | +6,548+23.5% | Added |
| IMC-Chicago, LLC | 34,360 | $274.5K | 0.02% | −91,401−72.7% | Reduced |
| River Street Advisors LLC | 33,888 | $270.8K | 0.26% | −7,226−17.6% | Reduced |
| Signaturefd, LLC | 33,293 | $266.0K | 0.01% | +17,818+115.1% | Added |
| Wealthfront Advisers LLC | 33,091 | $264.4K | 0.00% | +5,109+18.3% | Added |
| SEI Investments Co | 32,895 | $262.8K | 0.00% | −36,714−52.7% | Reduced |
| Xponance, Inc. | 32,460 | $259.4K | 0.00% | +729+2.3% | Added |
| AtonRa Partners | 32,419 | $259.0K | 0.54% | −7,389−18.6% | Reduced |
| Balentine LLC | 31,944 | $255.2K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 31,773 | $253.9K | 0.00% | −33,413−51.3% | Reduced |
| Pathway Financial Advisers, LLC | 31,613 | $252.6K | 0.10% | +31,613 | New |
| Lauer Wealth, LLC | 30,521 | $251.8K | 0.27% | +30,521 | New |
| TriaGen Wealth Management LLC | 31,453 | $251.3K | 0.13% | +34+0.1% | Added |
| Empowered Funds, LLC | 30,815 | $246.2K | 0.01% | −7,657−19.9% | Reduced |
| Nwam LLC | 30,313 | $242.2K | 0.02% | +9,245+43.9% | Added |
| Moseley Investment Management Inc | 30,164 | $241.0K | 0.14% | +4,091+15.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 30,000 | $239.7K | 0.03% | −10,000−25.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,434 | $235.2K | 0.00% | −139,465−82.6% | Reduced |
| Hexagon Capital Partners LLC | 28,697 | $229.3K | 0.06% | −5,023−14.9% | Reduced |
| IFP Advisors, Inc | 28,656 | $229.0K | 0.01% | −276,776−90.6% | Reduced |
| Captrust Financial Advisors | 31,993 | $228.5K | 0.00% | +10,042+45.7% | Added |
| M&T Bank Corp | 28,314 | $226.2K | 0.00% | +2,583+10.0% | Added |
| Schonfeld Strategic Advisors LLC | 28,310 | $226.2K | 0.00% | +16,710+144.1% | Added |
| PFG Investments, LLC | 28,108 | $224.6K | 0.04% | +6,150+28.0% | Added |
| Sigma Planning Corp | 27,761 | $221.8K | 0.01% | +4,902+21.4% | Added |
| Envestnet Asset Management Inc | 27,733 | $221.6K | 0.00% | −130,314−82.5% | Reduced |
| Toroso Investments, LLC | 27,016 | $215.9K | 0.01% | +2,032+8.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $215.1K | 0.17% | −1,700−5.9% | Reduced |
| Tradition Wealth Management, LLC | 26,766 | $214.0K | 0.03% | +10,106+60.7% | Added |
| Pearl River Capital, LLC | 26,483 | $211.6K | 0.03% | −46,080−63.5% | Reduced |
| Natixis | 26,326 | $210.3K | 0.00% | −8,574−24.6% | Reduced |
| McGuire Investment Group, LLC | 25,650 | $204.9K | 0.04% | 00.0% | Unchanged |
| Balboa Wealth Partners | 25,561 | $204.2K | 0.08% | +11,736+84.9% | Added |
| Highlander Capital Management, LLC | 25,500 | $204.0K | 0.08% | −6,350−19.9% | Reduced |
| MSD Partners, L.P. | 25,000 | $199.8K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 25,488 | $198.7K | 0.00% | −2,096,355−98.8% | Reduced |
| Reynders McVeigh Capital Management, LLC | 24,574 | $196.0K | 0.01% | −2,177−8.1% | Reduced |
| Woodline Partners LP | 23,930 | $191.2K | 0.00% | +23,930 | New |
| Zions Bancorporation, N.A. | 23,907 | $191.0K | 0.02% | 00.0% | Unchanged |
| Riverwood Capital Management Ltd. | 21,436 | $190.8K | 0.51% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 23,756 | $189.8K | 0.01% | +23,756 | New |
| Hilltop Holdings Inc. | 23,754 | $189.8K | 0.02% | −7,800−24.7% | Reduced |
| Manchester Financial Inc | 23,456 | $187.4K | 0.06% | 00.0% | Unchanged |
| Brown Advisory Inc | 22,703 | $181.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 22,542 | $180.1K | 0.01% | +4,491+24.9% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $178.2K | 0.02% | −1,312−5.6% | Reduced |
| Freedom Wealth Alliance, LLC | 22,167 | $177.1K | 0.29% | +6,900+45.2% | Added |
| Founders Financial Securities LLC | 22,000 | $175.8K | 0.02% | −1,000−4.3% | Reduced |
| Kercheville Advisors, LLC | 21,950 | $175.4K | 0.11% | +21,950 | New |
| 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 |
| CIBC Asset Management Inc | 21,178 | $169.2K | 0.00% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 21,150 | $169.0K | 0.01% | +21,150 | New |
| International Assets Investment Management, LLC | 22,225 | $168.9K | 0.02% | −23,290−51.2% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 21,032 | $168.0K | 0.06% | +21,032 | New |
| Kingsview Wealth Management, LLC | 20,705 | $165.4K | 0.01% | −68,116−76.7% | Reduced |
| Merit Financial Group, LLC | 20,518 | $163.9K | 0.01% | +110+0.5% | Added |
| Zullo Investment Group, Inc. | 20,250 | $161.8K | 0.09% | +1,000+5.2% | Added |