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 |
|---|---|---|---|---|---|
| Gabelli Funds LLC | 32,000 | $318.4K | 0.00% | +32,000 | New |
| SG Americas Securities, LLC | 32,286 | $321.0K | 0.00% | −2,150−6.2% | Reduced |
| Xponance, Inc. | 32,731 | $325.7K | 0.00% | +271+0.8% | Added |
| Signaturefd, LLC | 32,791 | $326.3K | 0.01% | −502−1.5% | Reduced |
| Tradition Wealth Management, LLC | 33,216 | $330.0K | 0.03% | +6,450+24.1% | Added |
| Pathway Financial Advisers, LLC | 34,656 | $344.8K | 0.13% | +3,043+9.6% | Added |
| Soltis Investment Advisors LLC | 34,715 | $345.4K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 34,979 | $348.0K | 0.00% | +12,276+54.1% | Added |
| River Street Advisors LLC | 35,414 | $352.4K | 0.28% | +1,526+4.5% | Added |
| Pine Valley Investments Ltd Liability Co | 35,535 | $353.6K | 0.03% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 35,790 | $356.0K | 0.04% | +35,790 | New |
| Drive Wealth Management, LLC | 35,836 | $356.6K | 0.12% | −40−0.1% | Reduced |
| McGuire Investment Group, LLC | 36,250 | $360.7K | 0.06% | +10,600+41.3% | Added |
| Gladstone Institutional Advisory LLC | 37,700 | $375.1K | 0.02% | −10,850−22.3% | Reduced |
| Nebula Research & Development LLC | 38,021 | $378.3K | 0.11% | +38,021 | New |
| CWM, LLC | 38,721 | $385.0K | 0.00% | +25,072+183.7% | Added |
| SEI Investments Co | 38,837 | $386.4K | 0.00% | +5,942+18.1% | Added |
| Empowered Funds, LLC | 39,147 | $389.5K | 0.01% | +8,332+27.0% | Added |
| Nwam LLC | 39,158 | $389.6K | 0.03% | +8,845+29.2% | Added |
| Creekmur Asset Management LLC | 39,404 | $392.1K | 0.12% | +39,404 | New |
| Venture Visionary Partners LLC | 39,932 | $397.3K | 0.02% | −147,285−78.7% | Reduced |
| Hennessy Advisors Inc | 40,000 | $398.0K | 0.02% | −30,000−42.9% | Reduced |
| Envestnet Asset Management Inc | 40,780 | $405.8K | 0.00% | +13,047+47.0% | Added |
| Cutler Group LP | 41,277 | $410.0K | 0.06% | +3,159+8.3% | Added |
| Marex Group plc | 41,452 | $412.4K | 0.02% | −124,065−75.0% | Reduced |
| Fortis Advisors, LLC | 42,550 | $423.4K | 0.30% | +2,500+6.2% | Added |
| Valeo Financial Advisors, LLC | 42,716 | $425.0K | 0.02% | −4,900−10.3% | Reduced |
| Hudock, Inc. | 43,793 | $435.7K | 0.09% | +4,522+11.5% | Added |
| Caliber Wealth Management, LLC | 43,851 | $436.3K | 0.26% | 00.0% | Unchanged |
| M&T Bank Corp | 44,260 | $440.4K | 0.00% | +15,946+56.3% | Added |
| Lincoln National Corp | 44,655 | $444.3K | 0.01% | +2,947+7.1% | Added |
| Perigon Wealth Management, LLC | 44,799 | $445.8K | 0.01% | −1,213−2.6% | Reduced |
| Wellington Wealth Strategies, LLC. | 45,048 | $448.2K | 0.39% | +45,048 | New |
| Kestra Private Wealth Services, LLC | 45,963 | $457.3K | 0.01% | +1,974+4.5% | Added |
| Aldebaran Financial Inc. | 46,120 | $458.9K | 0.71% | −3,165−6.4% | Reduced |
| Independent Financial Group, LLC | 46,318 | $460.9K | 0.02% | +6,922+17.6% | Added |
| Gsa Capital Partners LLP | 47,049 | $468.0K | 0.04% | −130,744−73.5% | Reduced |
| Arkadios Wealth Advisors | 48,541 | $483.0K | 0.04% | +185+0.4% | Added |
| Atomi Financial Group, Inc. | 48,616 | $483.7K | 0.07% | +6,196+14.6% | Added |
| Neuberger Berman Group LLC | 50,423 | $501.7K | 0.00% | +10,533+26.4% | Added |
| Integrated Advisors Network LLC | 50,762 | $505.1K | 0.03% | +200+0.4% | Added |
| QRG Capital Management, Inc. | 51,754 | $515.0K | 0.01% | +1,097+2.2% | Added |
| IFP Advisors, Inc | 52,668 | $524.0K | 0.02% | +24,012+83.8% | Added |
| JustInvest LLC | 52,821 | $525.6K | 0.01% | +5,164+10.8% | Added |
| Alta Wealth Advisors LLC | 53,449 | $531.8K | 0.30% | −700−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 56,130 | $558.5K | 0.03% | +56,130 | New |
| Captrust Financial Advisors | 56,414 | $561.3K | 0.00% | +24,421+76.3% | Added |
| Hilltop Holdings Inc. | 57,079 | $567.9K | 0.06% | +33,325+140.3% | Added |
| Prudential Financial Inc | 58,216 | $579.2K | 0.00% | +8,880+18.0% | Added |
| Great Valley Advisor Group, Inc. | 58,276 | $579.9K | 0.02% | +58,276 | New |
| FMR LLC | 58,782 | $584.9K | 0.00% | −2,259,123−97.5% | Reduced |
| Principal Financial Group Inc | 58,845 | $585.5K | 0.00% | −666,794−91.9% | Reduced |
| Boston Private Wealth LLC | 58,995 | $587.0K | 0.01% | −123,206−67.6% | Reduced |
| San Luis Wealth Advisors LLC | 58,981 | $587.0K | 0.25% | −2,001−3.3% | Reduced |
| Brevan Howard Capital Management LP | 60,280 | $599.8K | 0.06% | +60,280 | New |
| Harbour Investments, Inc. | 60,665 | $603.6K | 0.02% | +3,025+5.2% | Added |
| Means Investment Co., Inc. | 60,778 | $604.7K | 0.09% | +4,809+8.6% | Added |
| Advisory Services Network, LLC | 61,117 | $608.1K | 0.01% | −2,443−3.8% | Reduced |
| Headlands Technologies LLC | 61,492 | $611.8K | 0.18% | +61,492 | New |
| Hel Ved Capital Management Ltd | 62,500 | $621.9K | 0.18% | +62,500 | New |
| Wellington Management Group LLP | 62,546 | $622.3K | 0.00% | −1,324−2.1% | Reduced |
| Teza Capital Management LLC | 62,913 | $626.0K | 0.10% | +62,913 | New |
| Consolidated Investment Group LLC | 63,000 | $627.0K | 0.11% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 65,182 | $648.6K | 0.00% | +65,182 | New |
| Strategic Advocates LLC | 65,342 | $650.2K | 0.28% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 65,661 | $653.3K | 0.24% | −806−1.2% | Reduced |
| CIBC Private Wealth Group, LLC | 65,785 | $654.6K | 0.00% | +1,498+2.3% | Added |
| Wolff Wiese Magana LLC | 66,942 | $666.1K | 0.63% | −17,318−20.6% | Reduced |
| CI Private Wealth, LLC | 70,321 | $699.7K | 0.00% | +2,588+3.8% | Added |
| Kestra Advisory Services, LLC | 70,926 | $705.7K | 0.01% | +12,676+21.8% | Added |
| Jaffetilchin Investment Partners, LLC | 71,960 | $716.0K | 0.07% | +21,706+43.2% | Added |
| Maryland State Retirement & Pension System | 72,493 | $721.3K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 94,769 | $722.1K | 0.00% | −16,868−15.1% | Reduced |
| HAP Trading, LLC | 72,847 | $724.8K | 0.21% | +5,814+8.7% | Added |
| Rafferty Asset Management, LLC | 74,305 | $739.3K | 0.00% | +74,305 | New |
| M. Kulyk & Associates, LLC | 74,901 | $745.3K | 0.17% | 00.0% | Unchanged |
| Oak Thistle LLC | 75,425 | $750.5K | 0.22% | +3,766+5.3% | Added |
| Public Employees Retirement Association of Colorado | 76,520 | $761.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 76,498 | $761.2K | 0.01% | +44,725+140.8% | Added |
| Perennial Investment Advisors, LLC | 77,258 | $768.7K | 0.13% | −1,887−2.4% | Reduced |
| Cetera Investment Advisers | 77,597 | $772.1K | 0.01% | −518−0.7% | Reduced |
| VitalStone Financial, LLC | 77,898 | $775.0K | 0.62% | −14,552−15.7% | Reduced |
| Miracle Mile Advisors, LLC | 78,350 | $779.6K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 80,172 | $797.7K | 0.01% | +8,518+11.9% | Added |
| Mercer Global Advisors Inc | 80,492 | $801.0K | 0.00% | −16,080−16.7% | Reduced |
| Y.D. More Investments Ltd | 80,807 | $804.0K | 0.16% | +18,600+29.9% | Added |
| Teacher Retirement System of Texas | 81,352 | $809.0K | 0.01% | −9,094−10.1% | Reduced |
| Avantax Advisory Services, Inc. | 81,758 | $813.5K | 0.01% | +14,929+22.3% | Added |
| Parallax Volatility Advisers, L.P. | 86,676 | $862.4K | 0.02% | −258,708−74.9% | Reduced |
| HighPoint Advisor Group LLC | 116,570 | $868.0K | 0.06% | +116,570 | New |
| Lecap Asset Management Ltd | 87,645 | $872.1K | 0.32% | +87,645 | New |
| Great West Life Assurance Co | 89,038 | $879.0K | 0.00% | +6,778+8.2% | Added |
| Matisse Capital | 88,885 | $884.4K | 0.47% | +5,765+6.9% | Added |
| ExodusPoint Capital Management, LP | 93,725 | $933.0K | 0.01% | +93,725 | New |
| Prospera Financial Services Inc | 95,031 | $945.6K | 0.03% | +1,117+1.2% | Added |
| Pegasus Asset Management, Inc. | 98,329 | $978.4K | 0.42% | −10,814−9.9% | Reduced |
| STRS Ohio | 98,778 | $982.0K | 0.00% | −15,896−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 99,164 | $986.7K | 0.00% | −520,526−84.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 99,363 | $988.7K | 0.23% | +6,350+6.8% | Added |
| PMC FIG Opportunities LLC | 100,000 | $995.0K | 2.76% | +100,000 | New |