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 |
|---|---|---|---|---|---|
| American International Group, Inc. | 7,736 | $61.8K | 0.00% | −438−5.4% | Reduced |
| NBC Securities, Inc. | 7,725 | $61.0K | 0.01% | +7,725 | New |
| Global Financial Private Client, LLC | 7,589 | $59.5K | 0.03% | +3,113+69.5% | Added |
| Geneos Wealth Management Inc. | 7,225 | $57.7K | 0.00% | +3,300+84.1% | Added |
| Sandy Spring Bank | 7,056 | $56.4K | 0.00% | −225−3.1% | Reduced |
| Global Retirement Partners, LLC | 6,855 | $51.2K | 0.00% | +13+0.2% | Added |
| Wetherby Asset Management Inc | 6,205 | $49.6K | 0.00% | +6,205 | New |
| Asset Management One Co.,Ltd. | 6,164 | $49.3K | 0.00% | −557−8.3% | Reduced |
| Ancora Advisors, LLC | 5,667 | $45.3K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,185 | $41.0K | 0.00% | +2,785+116.0% | Added |
| PSI Advisors, LLC | 5,085 | $40.6K | 0.02% | +400+8.5% | Added |
| Glassman Wealth Services | 5,039 | $40.3K | 0.01% | +510+11.3% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $40.0K | 0.00% | +5,166 | New |
| NewSquare Capital LLC | 5,000 | $40.0K | 0.00% | −1,000−16.7% | Reduced |
| Clearstead Advisors, LLC | 4,240 | $33.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,184 | $33.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,072 | $32.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,025 | $32.2K | 0.00% | +31+0.8% | Added |
| Parallel Advisors, LLC | 3,671 | $29.3K | 0.00% | +569+18.3% | Added |
| Storebrand Asset Management AS | 3,460 | $27.6K | 0.00% | −2,995−46.4% | Reduced |
| Nomura Asset Management Co Ltd | 3,300 | $26.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,135 | $25.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3,037 | $24.3K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 2,994 | $24.0K | 0.01% | −17,313−85.3% | Reduced |
| ZRC Wealth Management, LLC | 3,000 | $24.0K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3,000 | $24.0K | 0.02% | +3,000 | New |
| Gradient Investments LLC | 2,900 | $23.2K | 0.00% | +2,500+625.0% | Added |
| SOA Wealth Advisors, LLC. | 2,820 | $22.5K | 0.01% | −80−2.8% | Reduced |
| Washington Trust Co | 2,738 | $21.9K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $21.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,595 | $21.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 2,596 | $20.7K | 0.00% | −20−0.8% | Reduced |
| Sound Income Strategies, LLC | 2,500 | $20.0K | 0.00% | −100−3.8% | Reduced |
| Parkside Financial Bank & Trust | 2,314 | $18.5K | 0.00% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 2,194 | $17.2K | 0.01% | −719−24.7% | Reduced |
| AdvisorNet Financial, Inc | 2,050 | $16.4K | 0.00% | +200+10.8% | Added |
| Barrett & Company, Inc. | 2,000 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,776 | $14.0K | 0.00% | +186+11.7% | Added |
| Stone House Investment Management, LLC | 1,673 | $13.4K | 0.00% | +1,500+867.1% | Added |
| Savior LLC | 1,647 | $13.2K | 0.09% | −18,851−92.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,570 | $13.0K | 0.01% | +1,570 | New |
| Westside Investment Management, Inc. | 1,600 | $12.8K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,600 | $12.8K | 0.01% | +1,600 | New |
| Capital Advisors, Ltd. LLC | 1,555 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $12.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,470 | $11.7K | 0.00% | +270+22.5% | Added |
| Quadrant Capital Group LLC | 1,353 | $10.8K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 1,318 | $10.5K | 0.00% | +133+11.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,295 | $10.0K | 0.00% | −588−31.2% | Reduced |
| PFG Private Wealth Management, LLC | 1,250 | $9.99K | 0.01% | +1,250 | New |
| Optimum Investment Advisors | 1,195 | $9.55K | 0.00% | +100+9.1% | Added |
| Covestor Ltd | 1,144 | $9.00K | 0.01% | −33−2.8% | Reduced |
| Loomis Sayles & Co L P | 1,146 | $9.00K | 0.00% | +599+109.5% | Added |
| Bell Investment Advisors, Inc | 1,089 | $8.70K | 0.00% | −243−18.2% | Reduced |
| Larson Financial Group LLC | 1,058 | $8.45K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $7.99K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $7.99K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 1,000 | $7.99K | 0.00% | +1,000 | New |
| Retirement Group, LLC | 995 | $7.95K | 0.00% | +200+25.2% | Added |
| Versant Capital Management, Inc | 971 | $7.76K | 0.00% | −7−0.7% | Reduced |
| Bourgeon Capital Management LLC | 757 | $6.05K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 809 | $6.00K | 0.00% | +21+2.7% | Added |
| Pin Oak Investment Advisors Inc | 720 | $6.00K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $5.99K | 0.00% | +750 | New |
| Private Trust Co NA | 640 | $5.11K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 616 | $4.92K | 0.00% | +300+94.9% | Added |
| NVWM, LLC | 600 | $4.79K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 572 | $4.57K | 0.00% | +572 | New |
| TSFG, LLC | 473 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 500 | $4.00K | 0.00% | −19,500−97.5% | Reduced |
| Stephenson National Bank & Trust | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $4.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 490 | $3.92K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 481 | $3.84K | 0.00% | +81+20.3% | Added |
| Investment Research & Advisory Group, Inc. | 480 | $3.83K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 456 | $3.64K | 0.00% | +456 | New |
| Asset Dedication, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 379 | $3.00K | 0.00% | +379 | New |
| Red Tortoise LLC | 328 | $2.62K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 314 | $2.51K | 0.00% | +181+136.1% | Added |
| Laurel Wealth Advisors LLC | 300 | $2.40K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 251 | $2.01K | 0.00% | +251 | New |
| Elkhorn Partners Limited Partnership | 200 | $2.00K | 0.00% | −15,800−98.8% | Reduced |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 195 | $2.00K | 0.00% | +195 | New |
| Cornerstone Planning Group LLC | 236 | $1.89K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 227 | $1.81K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 214 | $1.71K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.60K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $1.60K | 0.00% | +200 | New |
| Central Trust Co | 150 | $1.20K | 0.00% | −1,907−92.7% | Reduced |
| Delos Wealth Advisors, LLC | 125 | $1.08K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 135 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | +128 | New |
| Financial Perspectives, Inc | 125 | $999 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $799 | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $799 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 82 | $655 | 0.00% | 00.0% | Unchanged |