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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 20,090 | $160.5K | 0.01% | +8,847+78.7% | Added |
| Consolidated Portfolio Review Corp | 20,085 | $160.5K | 0.04% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 20,025 | $160.0K | 0.01% | +9,062+82.7% | Added |
| 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 |
| Pensionmark Financial Group, LLC | 19,909 | $159.1K | 0.03% | 00.0% | Unchanged |
| DDFG, Inc | 19,902 | $159.0K | 0.06% | 00.0% | Unchanged |
| Resolute Partners Group | 19,827 | $158.4K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,237 | $153.7K | 0.00% | +3,929+25.7% | Added |
| Axim Planning & Wealth | 19,100 | $152.6K | 0.13% | +19,100 | New |
| Comerica Bank | 19,008 | $151.9K | 0.00% | +19,008 | New |
| Carolinas Wealth Consulting LLC | 20,000 | $151.0K | 0.04% | +20,000 | New |
| NWF Advisory Services Inc. | 18,678 | $149.2K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 18,674 | $149.2K | 0.13% | +2,124+12.8% | Added |
| StoneX Group Inc. | 18,569 | $148.4K | 0.02% | +18,569 | New |
| Pointe Capital Management LLC | 18,490 | $147.7K | 0.12% | 00.0% | Unchanged |
| Allen Investment Management LLC | 18,402 | $147.0K | 0.00% | +18,402 | New |
| Claro Advisors LLC | 18,346 | $146.6K | 0.04% | −22,333−54.9% | Reduced |
| MetLife Investment Management | 18,192 | $145.4K | 0.00% | +25+0.1% | Added |
| Bensler, LLC | 17,930 | $143.3K | 0.03% | +840+4.9% | Added |
| Independent Advisor Alliance | 17,579 | $140.5K | 0.01% | +5,417+44.5% | 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 |
| Traynor Capital Management, Inc. | 17,356 | $138.7K | 0.02% | +3,842+28.4% | Added |
| Redwood Wealth Management Group, LLC | 17,166 | $137.2K | 0.16% | +1,116+7.0% | Added |
| Belpointe Asset Management LLC | 17,098 | $136.6K | 0.01% | +17,098 | New |
| KBC Group NV | 17,014 | $136.0K | 0.00% | +16,427+2,798.5% | Added |
| Davenport & Co LLC | 16,829 | $134.5K | 0.00% | −86−0.5% | Reduced |
| Garden State Investment Advisory Services LLC | 16,598 | $132.6K | 0.06% | +75+0.5% | Added |
| Albion Financial Group | 16,415 | $131.2K | 0.01% | 00.0% | Unchanged |
| Columbia Asset Management | 10,185 | $131.0K | 0.03% | −4,795−32.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,101 | $128.6K | 0.04% | +1,934+13.7% | Added |
| J.W. Cole Advisors, Inc. | 15,900 | $127.0K | 0.01% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 15,822 | $126.4K | 0.04% | +34+0.2% | Added |
| Visionary Wealth Advisors | 15,722 | $125.6K | 0.01% | −2,381−13.2% | Reduced |
| Joule Financial, LLC | 15,653 | $125.1K | 0.06% | +15,653 | New |
| Thoroughbred Financial Services, LLC | 15,764 | $125.0K | 0.01% | +15,764 | New |
| Aspiriant, LLC | 15,633 | $124.9K | 0.01% | 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 |
| Avestar Capital, LLC | 15,332 | $122.5K | 0.02% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,281 | $122.1K | 0.00% | −1,184−7.2% | Reduced |
| Financial Advisory Service, Inc. | 15,165 | $121.2K | 0.01% | −2,000−11.7% | Reduced |
| Umb Bank N A | 15,116 | $120.8K | 0.00% | +8,945+145.0% | Added |
| Gotham Asset Management, LLC | 15,052 | $120.3K | 0.00% | −13−0.1% | Reduced |
| Exchange Traded Concepts, LLC | 14,963 | $119.6K | 0.00% | +10,013+202.3% | Added |
| Bulltick Wealth Management, LLC | 14,904 | $119.1K | 0.03% | −12,920−46.4% | Reduced |
| Mainstay Capital Management LLC | 14,050 | $112.3K | 0.02% | +14,050 | New |
| Crewe Advisors LLC | 13,850 | $110.7K | 0.02% | −1,998−12.6% | Reduced |
| Worth Financial Advisory Group, LLC | 13,785 | $110.1K | 0.10% | +250+1.8% | Added |
| Cantor Fitzgerald, L. P. | 13,699 | $109.5K | 0.00% | +13,699 | New |
| CWM, LLC | 13,649 | $109.0K | 0.00% | −462−3.3% | Reduced |
| Wealthcare Advisory Partners LLC | 13,271 | $106.0K | 0.00% | −2,275−14.6% | Reduced |
| MidWestOne Financial Group, Inc. | 13,154 | $105.1K | 0.02% | +13,154 | New |
| Truefg, LLC | 12,950 | $103.5K | 0.04% | +150+1.2% | Added |
| QCM Cayman, Ltd. | 12,784 | $102.1K | 0.66% | +12,784 | New |
| Buckingham Strategic Wealth, LLC | 12,758 | $101.9K | 0.00% | −883−6.5% | Reduced |
| Independent Wealth Network Inc. | 12,652 | $101.1K | 0.06% | −970−7.1% | Reduced |
| Main Street Financial Solutions, LLC | 12,542 | $100.2K | 0.01% | +2,103+20.1% | Added |
| Banque Cantonale Vaudoise | 12,500 | $100.0K | 0.00% | +2,000+19.0% | Added |
| Virginia Retirement Systems Et Al | 12,400 | $99.1K | 0.00% | −24,200−66.1% | Reduced |
| Prostatis Group LLC | 12,200 | $97.5K | 0.05% | 00.0% | Unchanged |
| Capital Advisors Inc | 12,196 | $97.4K | 0.00% | +250+2.1% | Added |
| EverSource Wealth Advisors, LLC | 12,192 | $97.4K | 0.01% | −1,075−8.1% | Reduced |
| Ballentine Partners, LLC | 12,144 | $97.0K | 0.00% | +143+1.2% | Added |
| O'Dell Group, LLC | 12,108 | $96.7K | 0.03% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 12,065 | $96.4K | 0.01% | −1,000−7.7% | Reduced |
| Transcend Wealth Collective, LLC | 12,048 | $96.3K | 0.01% | 00.0% | Unchanged |
| Suncoast Equity Management | 12,000 | $95.9K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 11,750 | $93.9K | 0.00% | +11,750 | New |
| Zacks Investment Management | 11,690 | $93.4K | 0.00% | +11,690 | New |
| Smith Anglin Financial, LLC | 11,550 | $92.3K | 0.01% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 11,349 | $90.7K | 0.02% | +11,349 | New |
| Xcel Wealth Management, LLC | 11,300 | $90.3K | 0.04% | −13,980−55.3% | Reduced |
| Moneta Group Investment Advisors LLC | 11,208 | $89.6K | 0.00% | −96−0.8% | Reduced |
| HRT Financial LP | 11,207 | $89.0K | 0.00% | +11,207 | New |
| The PNC Financial Services Group, Inc. | 11,102 | $88.7K | 0.00% | −1,742−13.6% | Reduced |
| Integrated Wealth Concepts LLC | 10,915 | $87.2K | 0.00% | −10,750−49.6% | Reduced |
| Wedmont Private Capital | 10,657 | $87.2K | 0.01% | +10,657 | New |
| Jacobi Capital Management LLC | 10,890 | $87.0K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $86.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10,800 | $86.3K | 0.03% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,660 | $85.2K | 0.00% | +639+6.4% | Added |
| Foundations Investment Advisors, LLC | 10,637 | $85.0K | 0.00% | +10,637 | New |
| Global Wealth Management Investment Advisory, Inc. | 10,480 | $83.7K | 0.02% | +736+7.6% | Added |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $82.7K | 0.00% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,331 | $82.5K | 0.00% | −579−5.3% | Reduced |
| Strategic Blueprint, LLC | 10,236 | $81.8K | 0.01% | +10,236 | New |
| Tucker Asset Management LLC | 10,058 | $80.4K | 0.02% | +9,958+9,958.0% | Added |
| US Bancorp | 10,022 | $80.1K | 0.00% | −1,728−14.7% | Reduced |
| 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 |
| Atlas Capital Advisors LLC | 9,750 | $77.9K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9,599 | $76.7K | 0.01% | +9,599 | New |
| TFC Financial Management | 9,457 | $75.6K | 0.02% | +4,400+87.0% | Added |
| TD Waterhouse Canada Inc. | 7,823 | $73.4K | 0.00% | +1,105+16.4% | Added |
| Clear Street Markets LLC | 8,640 | $69.0K | 0.05% | +8,640 | New |
| Tower Research Capital LLC (TRC) | 8,562 | $68.4K | 0.00% | −71,470−89.3% | Reduced |