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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 1,795 | $18.0K | 0.00% | +500+38.6% | Added |
| Principal Securities, Inc. | 1,916 | $19.1K | 0.00% | +1,916 | New |
| Blue Bell Private Wealth Management, LLC | 1,970 | $19.6K | 0.00% | +500+34.0% | Added |
| Liberty One Investment Management, LLC | 1,972 | $19.6K | 0.00% | +654+49.6% | Added |
| Barrett & Company, Inc. | 2,000 | $19.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $19.9K | 0.01% | +2,000 | New |
| Ci Investments Inc. | 2,009 | $20.0K | 0.00% | +233+13.1% | Added |
| Kapitalo Investimentos Ltda | 2,048 | $20.4K | 0.00% | +2,048 | New |
| GAMMA Investing LLC | 2,728 | $21.4K | 0.01% | +2,728 | New |
| ZRC Wealth Management, LLC | 3,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 2,456 | $24.4K | 0.01% | +2,456 | New |
| Sound Income Strategies, LLC | 2,500 | $24.9K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,595 | $26.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,676 | $26.6K | 0.00% | −1,508−36.0% | Reduced |
| Baldwin Brothers Inc | 2,706 | $26.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 2,738 | $27.2K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,800 | $27.9K | 0.01% | −20−0.7% | Reduced |
| RFP Financial Group LLC | 3,037 | $30.2K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,100 | $30.8K | 0.01% | +1,500+93.8% | Added |
| Brown Brothers Harriman & Co | 3,135 | $31.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,300 | $32.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,873 | $38.5K | 0.00% | +1,277+49.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,000 | $39.8K | 0.04% | +4,000 | New |
| Parallel Advisors, LLC | 4,114 | $40.9K | 0.00% | +443+12.1% | Added |
| Allworth Financial LP | 4,190 | $41.7K | 0.00% | +165+4.1% | Added |
| Clearstead Advisors, LLC | 4,240 | $42.2K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,249 | $42.3K | 0.00% | +177+4.3% | Added |
| Jones Financial Companies LLLP | 4,383 | $43.6K | 0.00% | +4,383 | New |
| Glassman Wealth Services | 4,529 | $45.1K | 0.01% | −510−10.1% | Reduced |
| NewSquare Capital LLC | 5,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,000 | $49.8K | 0.03% | +2,000+66.7% | Added |
| CNB Bank | 5,000 | $49.8K | 0.03% | +5,000 | New |
| Caitlin John, LLC | 5,000 | $49.8K | 0.04% | +5,000 | New |
| Lazard Asset Management LLC | 5,185 | $51.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6,879 | $53.1K | 0.00% | +24+0.4% | Added |
| PSI Advisors, LLC | 5,485 | $54.6K | 0.02% | +400+7.9% | Added |
| Ancora Advisors, LLC | 5,667 | $56.4K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5,987 | $59.6K | 0.04% | +5,987 | New |
| Asset Management One Co.,Ltd. | 6,421 | $66.0K | 0.00% | +257+4.2% | Added |
| Sandy Spring Bank | 7,206 | $71.7K | 0.00% | +150+2.1% | Added |
| Private Trust Co NA | 7,640 | $76.0K | 0.01% | +7,000+1,093.8% | Added |
| American International Group, Inc. | 7,672 | $76.3K | 0.00% | −64−0.8% | Reduced |
| TD Waterhouse Canada Inc. | 7,823 | $77.7K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 7,950 | $79.1K | 0.05% | +7,950 | New |
| Atlas Capital Advisors LLC | 8,205 | $81.6K | 0.01% | −1,545−15.8% | Reduced |
| NBC Securities, Inc. | 8,725 | $86.0K | 0.01% | +1,000+12.9% | Added |
| Nemes Rush Group LLC | 8,894 | $88.5K | 0.01% | −705−7.3% | Reduced |
| TFC Financial Management | 9,457 | $94.1K | 0.02% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 9,594 | $95.0K | 0.00% | +9,594 | New |
| Tower Research Capital LLC (TRC) | 9,596 | $95.5K | 0.00% | +1,034+12.1% | Added |
| Russell Investments Group, Ltd. | 9,892 | $98.4K | 0.00% | −39,361−79.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,912 | $98.6K | 0.03% | −568−5.4% | Reduced |
| Northwest Wealth Management, LLC | 10,000 | $99.5K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10,000 | $99.5K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10,025 | $99.7K | 0.01% | +25+0.3% | Added |
| Burr Financial Services, LLC | 13,900 | $99.9K | 0.08% | +13,900 | New |
| Quadcap Wealth Management, LLC | 10,116 | $100.7K | 0.03% | +10,116 | New |
| Geneos Wealth Management Inc. | 10,125 | $100.7K | 0.00% | +2,900+40.1% | Added |
| Smith Anglin Financial, LLC | 10,300 | $102.5K | 0.01% | −1,250−10.8% | Reduced |
| Wealth Effects LLC | 10,300 | $102.5K | 0.04% | +10,300 | New |
| Wedmont Private Capital | 12,068 | $102.9K | 0.01% | +1,411+13.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $102.9K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 10,371 | $103.0K | 0.00% | +10,371 | New |
| Strategic Blueprint, LLC | 10,354 | $103.0K | 0.01% | +118+1.2% | Added |
| Washburn Capital Management, Inc. | 10,500 | $104.5K | 0.08% | +10,500 | New |
| Integrated Wealth Concepts LLC | 10,605 | $105.5K | 0.00% | −310−2.8% | Reduced |
| Steele Capital Management, Inc. | 10,750 | $107.0K | 0.01% | +10,750 | New |
| Rosenberg Matthew Hamilton | 10,800 | $107.5K | 0.03% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,805 | $107.5K | 0.01% | +10,805 | New |
| Evercore Wealth Management, LLC | 10,849 | $107.9K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,890 | $108.4K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 10,997 | $109.4K | 0.07% | +10,997 | New |
| HSBC Holdings PLC | 11,063 | $110.0K | 0.00% | +11,063 | New |
| KMG Fiduciary Partners, LLC | 11,094 | $110.4K | 0.01% | +11,094 | New |
| Sawtooth Solutions, LLC | 11,193 | $111.4K | 0.00% | −6,192−35.6% | Reduced |
| Bleakley Financial Group, LLC | 11,193 | $111.4K | 0.00% | −6,192−35.6% | Reduced |
| The PNC Financial Services Group, Inc. | 11,231 | $111.7K | 0.00% | +129+1.2% | Added |
| Procyon Private Wealth Partners, LLC | 11,285 | $112.3K | 0.01% | −780−6.5% | Reduced |
| Moneta Group Investment Advisors LLC | 11,292 | $112.4K | 0.00% | +84+0.7% | Added |
| Xcel Wealth Management, LLC | 11,300 | $112.4K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 11,539 | $114.8K | 0.00% | +879+8.2% | Added |
| Global Financial Private Client, LLC | 11,919 | $118.6K | 0.06% | +4,330+57.1% | Added |
| Suncoast Equity Management | 12,000 | $119.4K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,048 | $119.9K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,108 | $120.5K | 0.03% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12,167 | $121.1K | 0.01% | −25−0.2% | Reduced |
| Capital Advisors Inc | 12,196 | $121.3K | 0.00% | 00.0% | Unchanged |
| Prostatis Group LLC | 12,200 | $121.4K | 0.05% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 12,200 | $121.4K | 0.00% | +2,200+22.0% | Added |
| Ballentine Partners, LLC | 12,313 | $122.5K | 0.00% | +169+1.4% | Added |
| EntryPoint Capital, LLC | 12,332 | $122.7K | 0.12% | +12,332 | New |
| Banque Cantonale Vaudoise | 12,500 | $125.0K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 12,617 | $125.5K | 0.02% | +75+0.6% | Added |
| Prime Capital Investment Advisors, LLC | 12,692 | $126.3K | 0.00% | +2,361+22.9% | Added |
| Cantor Fitzgerald, L. P. | 12,695 | $126.3K | 0.03% | −1,004−7.3% | Reduced |
| Vivaldi Capital Management, LLC | 15,788 | $126.6K | 0.04% | −34−0.2% | Reduced |
| Bulltick Wealth Management, LLC | 12,937 | $128.7K | 0.03% | −1,967−13.2% | Reduced |
| Mandatum Life Insurance Co Ltd | 12,947 | $128.8K | 0.05% | +12,947 | New |
| Truefg, LLC | 12,950 | $128.9K | 0.05% | 00.0% | Unchanged |
| Buckingham Strategic Wealth, LLC | 13,060 | $129.9K | 0.00% | +302+2.4% | Added |