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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 13,125 | $130.6K | 0.01% | −2,775−17.5% | Reduced |
| Chapin Davis, Inc. | 13,225 | $131.6K | 0.06% | +13,225 | New |
| Worth Financial Advisory Group, LLC | 13,260 | $131.9K | 0.11% | −525−3.8% | Reduced |
| Insigneo Advisory Services, LLC | 13,263 | $132.0K | 0.02% | +13,263 | New |
| MidWestOne Financial Group, Inc. | 13,402 | $133.3K | 0.03% | +248+1.9% | Added |
| Cooper/Haims Advisors, LLC | 13,600 | $135.3K | 0.08% | −1,900−12.3% | Reduced |
| Balboa Wealth Partners | 13,625 | $135.6K | 0.05% | −11,936−46.7% | Reduced |
| Vident Advisory, LLC | 13,988 | $139.2K | 0.00% | +13,988 | New |
| Sigma Planning Corp | 13,993 | $139.2K | 0.01% | −13,768−49.6% | Reduced |
| Probity Advisors, Inc. | 14,386 | $143.1K | 0.03% | +14,386 | New |
| Elkhorn Partners Limited Partnership | 14,600 | $145.0K | 0.10% | +14,400+7,200.0% | Added |
| Avestar Capital, LLC | 14,582 | $145.1K | 0.02% | −750−4.9% | Reduced |
| Quest Partners LLC | 14,705 | $146.3K | 0.03% | +14,705 | New |
| Texas Capital Bank Wealth Management Services Inc | 15,000 | $149.3K | 0.02% | −15,000−50.0% | Reduced |
| Centiva Capital, LP | 15,000 | $149.3K | 0.01% | +15,000 | New |
| Cary Street Partner Investment Advisory LLC | 15,000 | $149.3K | 0.01% | +15,000 | New |
| Autumn Glory Partners, LLC | 15,000 | $149.3K | 0.09% | +15,000 | New |
| Gotham Asset Management, LLC | 15,029 | $149.5K | 0.00% | −23−0.2% | Reduced |
| Garden State Investment Advisory Services LLC | 15,123 | $150.5K | 0.06% | −1,475−8.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,223 | $151.5K | 0.05% | +15,223 | New |
| Visionary Wealth Advisors | 15,484 | $154.1K | 0.01% | −238−1.5% | Reduced |
| Aspiriant, LLC | 15,633 | $155.5K | 0.01% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 15,677 | $156.0K | 0.10% | +15,677 | New |
| Financial Advisory Service, Inc. | 15,820 | $157.4K | 0.01% | +655+4.3% | Added |
| Riverwood Capital Management Ltd. | 16,077 | $160.0K | 0.34% | −5,359−25.0% | Reduced |
| Redwood Wealth Management Group, LLC | 16,166 | $160.9K | 0.18% | −1,000−5.8% | Reduced |
| DekaBank Deutsche Girozentrale | 15,916 | $162.0K | 0.00% | +10,750+208.1% | Added |
| Albion Financial Group | 16,415 | $163.3K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 16,498 | $164.2K | 0.02% | −24,813−60.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,779 | $167.0K | 0.03% | +678+4.2% | Added |
| KBC Group NV | 17,014 | $169.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 20,776 | $170.8K | 0.01% | −1,766−7.8% | Reduced |
| Wealthcare Advisory Partners LLC | 17,383 | $173.0K | 0.01% | +4,112+31.0% | Added |
| Brinker Capital Investments, LLC | 21,035 | $179.4K | 0.00% | −339−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 21,035 | $179.4K | 0.00% | −339−1.6% | Reduced |
| MetLife Investment Management | 18,157 | $180.7K | 0.00% | −35−0.2% | Reduced |
| Zullo Investment Group, Inc. | 18,250 | $181.6K | 0.09% | −2,000−9.9% | Reduced |
| Mainstay Capital Management LLC | 18,350 | $182.6K | 0.03% | +4,300+30.6% | Added |
| Resources Investment Advisors, LLC. | 18,414 | $183.2K | 0.00% | −21,470−53.8% | Reduced |
| Claro Advisors LLC | 18,449 | $183.6K | 0.04% | +103+0.6% | Added |
| Diversified Trust Co | 18,452 | $183.6K | 0.01% | +18,452 | New |
| Pointe Capital Management LLC | 18,490 | $184.0K | 0.13% | 00.0% | Unchanged |
| Armistice Capital, LLC | 18,594 | $185.0K | 0.00% | +18,594 | New |
| Kercheville Advisors, LLC | 18,600 | $185.1K | 0.10% | −3,350−15.3% | Reduced |
| Wealthfront Advisers LLC | 18,636 | $185.4K | 0.00% | −14,455−43.7% | Reduced |
| Comerica Bank | 18,711 | $186.2K | 0.00% | −297−1.6% | Reduced |
| Bensler, LLC | 18,730 | $186.4K | 0.03% | +800+4.5% | Added |
| Concorde Asset Management, LLC | 18,774 | $186.8K | 0.13% | +100+0.5% | Added |
| Intrua Financial, LLC | 18,917 | $188.2K | 0.03% | +18,917 | New |
| Ieq Capital, LLC | 19,174 | $190.8K | 0.00% | −63−0.3% | Reduced |
| Merit Financial Group, LLC | 19,194 | $191.0K | 0.01% | −1,324−6.5% | Reduced |
| Axq Capital, LP | 19,200 | $191.0K | 0.05% | +19,200 | New |
| DDFG, Inc | 19,280 | $191.8K | 0.06% | −622−3.1% | Reduced |
| Columbia Asset Management | 11,185 | $192.0K | 0.04% | +1,000+9.8% | Added |
| NWF Advisory Services Inc. | 19,412 | $193.2K | 0.04% | +734+3.9% | Added |
| Independent Wealth Network Inc. | 19,601 | $195.0K | 0.10% | +6,949+54.9% | Added |
| Traynor Capital Management, Inc. | 19,660 | $195.6K | 0.02% | +2,304+13.3% | Added |
| Resolute Partners Group | 19,827 | $197.3K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,909 | $198.1K | 0.03% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 20,000 | $199.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,000 | $199.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 20,020 | $199.2K | 0.00% | +9,998+99.8% | Added |
| Consolidated Portfolio Review Corp | 20,085 | $199.8K | 0.05% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 20,174 | $200.7K | 0.02% | −21,804−51.9% | Reduced |
| Laird Norton Trust Company, LLC | 20,261 | $201.6K | 0.02% | +20,261 | New |
| Stratos Wealth Advisors, LLC | 20,416 | $203.1K | 0.01% | −3,340−14.1% | Reduced |
| Davenport & Co LLC | 20,762 | $206.6K | 0.00% | +3,933+23.4% | Added |
| Marathon Trading Investment Management LLC | 21,100 | $209.9K | 0.04% | −19,700−48.3% | Reduced |
| CIBC Asset Management Inc | 21,178 | $210.7K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 21,542 | $214.3K | 0.01% | +3,963+22.5% | Added |
| Belpointe Asset Management LLC | 21,625 | $215.2K | 0.02% | +4,527+26.5% | Added |
| Axim Planning & Wealth | 22,000 | $218.9K | 0.20% | +2,900+15.2% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $221.9K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 22,959 | $228.4K | 0.00% | +7,843+51.9% | Added |
| Panoramic Investment Advisors, LLC | 23,000 | $228.8K | 0.20% | +7,500+48.4% | Added |
| Quantinno Capital Management LP | 23,174 | $231.0K | 0.01% | −36,268−61.0% | Reduced |
| Manchester Financial Inc | 23,456 | $233.4K | 0.07% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 23,520 | $234.0K | 0.09% | +3,520+17.6% | Added |
| Zions Bancorporation, N.A. | 23,907 | $237.9K | 0.02% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 24,500 | $243.8K | 0.04% | +24,500 | New |
| Forum Financial Management, LP | 24,535 | $244.1K | 0.00% | +24,535 | New |
| AtonRa Partners | 24,603 | $244.8K | 0.49% | −7,816−24.1% | Reduced |
| MSD Partners, L.P. | 25,000 | $248.8K | 0.02% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 25,077 | $249.0K | 0.08% | +4,045+19.2% | Added |
| Founders Financial Securities LLC | 25,060 | $249.3K | 0.03% | +3,060+13.9% | Added |
| Lauer Wealth, LLC | 31,557 | $249.9K | 0.23% | +1,036+3.4% | Added |
| International Assets Investment Management, LLC | 25,675 | $255.5K | 0.03% | +3,450+15.5% | Added |
| Foundations Investment Advisors, LLC | 33,192 | $256.6K | 0.01% | +22,555+212.0% | Added |
| SeaCrest Wealth Management, LLC | 31,261 | $257.0K | 0.03% | −5,980−16.1% | Reduced |
| Highlander Capital Management, LLC | 26,530 | $264.0K | 0.09% | +1,030+4.0% | Added |
| Moseley Investment Management Inc | 26,659 | $265.3K | 0.15% | −3,505−11.6% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $267.9K | 0.19% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 28,064 | $279.2K | 0.02% | +8,039+40.1% | Added |
| National Bank of Canada | 29,908 | $288.2K | 0.00% | +4,420+17.3% | Added |
| Toroso Investments, LLC | 29,274 | $291.3K | 0.01% | +2,258+8.4% | Added |
| PFG Investments, LLC | 29,655 | $295.1K | 0.05% | +1,547+5.5% | Added |
| WCG Wealth Advisors LLC | 30,281 | $301.0K | 0.02% | −14,707−32.7% | Reduced |
| Balentine LLC | 30,872 | $307.2K | 0.01% | −1,072−3.4% | Reduced |
| Prosperity Wealth Management, Inc. | 31,050 | $308.9K | 0.20% | +31,050 | New |
| Hexagon Capital Partners LLC | 31,837 | $316.8K | 0.08% | +3,140+10.9% | Added |