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, Q4 2023
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 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
- 572
- +66 vs. Q3 2023
- Shares held
- 376.5M
- +21.4M (+6.0%) vs. Q3 2023
- Total value
- $3.74B
- +$903.2M (+31.8%) vs. Q3 2023
- New holders
- 117
- 206 more added
- Sold out
- 51
- 151 more reduced
8 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 57 | $0 | 0.00% | +57 | New |
| Wetzel Investment Advisors, Inc. | 10 | $0 | 0.00% | +10 | New |
| Iron Horse Wealth Management, LLC | 4 | $40 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 4 | $40 | 0.00% | +4 | New |
| West Branch Capital LLC | 6 | $60 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 12 | $120 | 0.00% | −38−76.0% | Reduced |
| Tucker Asset Management LLC | 20 | $199 | 0.00% | −10,038−99.8% | Reduced |
| Huntington National Bank | 22 | $219 | 0.00% | +21+2,100.0% | Added |
| Truvestments Capital LLC | 23 | $229 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $448 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 46 | $458 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $488 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $746 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 80 | $796 | 0.00% | +80 | New |
| HM Payson & Co | 100 | $995 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $995 | 0.00% | +100 | New |
| Clarity Asset Management, Inc. | 100 | $995 | 0.00% | +100 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | −1,470−93.6% | Reduced |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 107 | $1.06K | 0.00% | +107 | New |
| Bruce G. Allen Investments, LLC | 118 | $1.17K | 0.00% | +118 | New |
| Venturi Wealth Management, LLC | 120 | $1.19K | 0.00% | +120 | New |
| Sachetta, LLC | 123 | $1.22K | 0.00% | +123 | New |
| Delos Wealth Advisors, LLC | 125 | $1.24K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $1.24K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 150 | $1.49K | 0.00% | +150 | New |
| Cranbrook Wealth Management, LLC | 165 | $1.64K | 0.00% | +165 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $2.00K | 0.00% | +200 | New |
| Massmutual Trust Co FSB | 224 | $2.23K | 0.00% | −3−1.3% | Reduced |
| Cornerstone Planning Group LLC | 236 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 250 | $2.49K | 0.00% | −11,500−97.9% | Reduced |
| Cape Investment Advisory, Inc. | 254 | $2.53K | 0.00% | +234+1,170.0% | Added |
| Laurel Wealth Advisors LLC | 300 | $2.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $2.98K | 0.00% | +300 | New |
| Winthrop Capital Management, LLC | 300 | $2.98K | 0.00% | +300 | New |
| AlphaMark Advisors, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 316 | $3.14K | 0.00% | −300−48.7% | Reduced |
| Red Tortoise LLC | 328 | $3.26K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 333 | $3.31K | 0.01% | +333 | New |
| Parkside Financial Bank & Trust | 353 | $3.51K | 0.00% | −1,961−84.7% | Reduced |
| Quent Capital, LLC | 365 | $3.63K | 0.00% | +283+345.1% | Added |
| Coppell Advisory Solutions LLC | 366 | $3.64K | 0.00% | +366 | New |
| TSFG, LLC | 373 | $4.00K | 0.00% | −100−21.1% | Reduced |
| Asset Dedication, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $4.00K | 0.00% | +1+0.3% | Added |
| Valley National Advisers Inc | 408 | $4.00K | 0.00% | +213+109.2% | Added |
| Fifth Third Bancorp | 420 | $4.18K | 0.00% | +285+211.1% | Added |
| Private Wealth Management Group, LLC | 424 | $4.22K | 0.00% | +424 | New |
| Toth Financial Advisory Corp | 490 | $4.88K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 500 | $4.97K | 0.00% | −31,000−98.4% | Reduced |
| North Star Investment Management Corp. | 500 | $4.97K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $4.97K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 500 | $4.97K | 0.00% | +500 | New |
| BFSG, LLC | 500 | $4.97K | 0.00% | +500 | New |
| First Personal Financial Services | 501 | $4.99K | 0.00% | +501 | New |
| Quadrant Capital Group LLC | 507 | $5.04K | 0.00% | −846−62.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 575 | $5.72K | 0.00% | +3+0.5% | Added |
| Wiser Advisor Group LLC | 590 | $5.87K | 0.01% | +590 | New |
| NVWM, LLC | 600 | $5.97K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 648 | $6.45K | 0.00% | +334+106.4% | Added |
| SJS Investment Consulting Inc. | 654 | $6.51K | 0.00% | +440+205.6% | Added |
| Able Wealth Management LLC | 675 | $6.72K | 0.01% | +675 | New |
| Pin Oak Investment Advisors Inc | 720 | $7.00K | 0.01% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 740 | $7.36K | 0.00% | +260+54.2% | Added |
| Sunbelt Securities, Inc. | 750 | $7.46K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $7.46K | 0.00% | −445−37.2% | Reduced |
| Bourgeon Capital Management LLC | 757 | $7.53K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $7.96K | 0.00% | −9−1.1% | Reduced |
| Main Street Group, LTD | 800 | $7.96K | 0.00% | +800 | New |
| Tidemark, LLC | 945 | $9.40K | 0.01% | +945 | New |
| Versant Capital Management, Inc | 975 | $9.70K | 0.00% | +4+0.4% | Added |
| Retirement Group, LLC | 995 | $9.90K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,000 | $9.95K | 0.01% | −600−37.5% | Reduced |
| VisionPoint Advisory Group, LLC | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,000 | $9.95K | 0.00% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,002 | $9.97K | 0.00% | −87−8.0% | Reduced |
| Creative Financial Designs Inc | 1,050 | $10.4K | 0.00% | +1,050 | New |
| Northwest Capital Management Inc | 1,050 | $10.4K | 0.00% | +1,050 | New |
| Larson Financial Group LLC | 1,069 | $10.6K | 0.00% | +11+1.0% | Added |
| Tennessee Valley Asset Management Partners | 1,100 | $10.9K | 0.00% | +1,100 | New |
| Covestor Ltd | 1,152 | $11.0K | 0.01% | +8+0.7% | Added |
| Focused Wealth Management, Inc | 1,154 | $11.5K | 0.00% | +673+139.9% | Added |
| First Beijing Investment Ltd | 1,181 | $11.8K | 0.00% | +1,181 | New |
| Loomis Sayles & Co L P | 1,170 | $12.0K | 0.00% | +24+2.1% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 1,235 | $12.3K | 0.01% | +1,235 | New |
| Signature Resources Capital Management, LLC | 1,341 | $13.3K | 0.01% | +1,341 | New |
| AdvisorNet Financial, Inc | 1,405 | $14.0K | 0.00% | −645−31.5% | Reduced |
| Advisors Preferred, LLC | 1,450 | $14.0K | 0.00% | −744−33.9% | Reduced |
| Gradient Investments LLC | 1,500 | $14.9K | 0.00% | −1,400−48.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,500 | $14.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,555 | $15.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,650 | $16.4K | 0.00% | +1,650 | New |
| Stone House Investment Management, LLC | 1,673 | $16.6K | 0.01% | 00.0% | Unchanged |