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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 101,867 | $1.01M | 0.01% | +101,867 | New |
| Stifel Financial Corp | 102,501 | $1.02M | 0.00% | −8,195−7.4% | Reduced |
| Beacon Pointe Advisors, LLC | 104,123 | $1.04M | 0.01% | +30,646+41.7% | Added |
| Pictet Asset Management Holding SA | 105,903 | $1.05M | 0.00% | 00.0% | Unchanged |
| AQR Capital Management LLC | 107,483 | $1.07M | 0.00% | +107,483 | New |
| Jupiter Asset Management Ltd | 110,049 | $1.09M | 0.01% | −59,536−35.1% | Reduced |
| Stratos Wealth Partners, LTD. | 111,164 | $1.11M | 0.02% | +36,825+49.5% | Added |
| Kennedy Investment Group | 111,400 | $1.11M | 0.62% | +1,000+0.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 111,550 | $1.11M | 0.00% | +58,044+108.5% | Added |
| Janney Montgomery Scott LLC | 113,040 | $1.13M | 0.00% | +27,750+32.5% | Added |
| Cetera Advisors LLC | 116,098 | $1.16M | 0.02% | −4,426−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 116,647 | $1.16M | 0.00% | +3,218+2.8% | Added |
| Voya Investment Management LLC | 116,899 | $1.16M | 0.00% | +617+0.5% | Added |
| Pathstone Holdings, LLC | 122,009 | $1.16M | 0.01% | +122,009 | New |
| Kovack Advisors, Inc. | 117,813 | $1.17M | 0.14% | +17,256+17.2% | Added |
| Verition Fund Management LLC | 117,969 | $1.17M | 0.01% | +48,671+70.2% | Added |
| Victory Capital Management Inc | 119,488 | $1.19M | 0.00% | +23,436+24.4% | Added |
| Colony Group, LLC | 120,106 | $1.20M | 0.02% | +120,106 | New |
| National Asset Management, Inc. | 120,648 | $1.20M | 0.03% | −6,488−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 121,880 | $1.21M | 0.41% | 00.0% | Unchanged |
| Amalgamated Bank | 131,385 | $1.31M | 0.01% | −7,103−5.1% | Reduced |
| Spire Wealth Management | 176,132 | $1.32M | 0.05% | −2,750−1.5% | Reduced |
| Creative Planning | 135,157 | $1.34M | 0.00% | −345,839−71.9% | Reduced |
| Truist Financial Corp | 135,268 | $1.35M | 0.00% | −24,800−15.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 142,534 | $1.42M | 0.02% | +113,100+384.2% | Added |
| Reynders McVeigh Capital Management, LLC | 147,808 | $1.47M | 0.09% | +123,234+501.5% | Added |
| Firethorn Wealth Partners, LLC | 151,216 | $1.50M | 0.99% | +20,408+15.6% | Added |
| Handelsbanken Fonder AB | 156,800 | $1.56M | 0.01% | +22,900+17.1% | Added |
| Utah Retirement Systems | 159,400 | $1.59M | 0.02% | +1,700+1.1% | Added |
| Acorn Financial Advisory Services Inc | 160,312 | $1.60M | 0.28% | −321,656−66.7% | Reduced |
| LM Advisors LLC | 167,854 | $1.67M | 0.34% | +167,854 | New |
| Cetera Advisor Networks LLC | 167,923 | $1.67M | 0.01% | −3,965−2.3% | Reduced |
| Advisory Research Inc | 168,495 | $1.68M | 0.26% | −43,012−20.3% | Reduced |
| Algert Global LLC | 168,550 | $1.68M | 0.07% | +29,000+20.8% | Added |
| Well Done, LLC | 172,853 | $1.72M | 0.34% | 00.0% | Unchanged |
| We Are One Seven, LLC | 179,150 | $1.78M | 0.10% | +2,383+1.3% | Added |
| Bayesian Capital Management, LP | 179,534 | $1.79M | 0.19% | −281,166−61.0% | Reduced |
| Vontobel Holding Ltd. | 179,725 | $1.79M | 0.01% | +25,765+16.7% | Added |
| Manufacturers Life Insurance Company, The | 181,911 | $1.81M | 0.00% | +3,291+1.8% | Added |
| Jefferies Financial Group Inc. | 185,001 | $1.84M | 0.03% | +184,750+73,605.6% | Added |
| HighTower Advisors, LLC | 185,370 | $1.84M | 0.00% | −54,140−22.6% | Reduced |
| Van Eck Associates Corp | 191,593 | $1.91M | 0.00% | −2,997−1.5% | Reduced |
| Private Advisor Group, LLC | 191,823 | $1.91M | 0.01% | +101,710+112.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,835 | $1.94M | 0.01% | +17,865+10.1% | Added |
| DnB Asset Management AS | 195,427 | $1.94M | 0.01% | +96,686+97.9% | Added |
| Knights of Columbus Asset Advisors LLC | 201,394 | $2.00M | 0.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 201,931 | $2.01M | 0.00% | +161,382+398.0% | Added |
| Oppenheimer & Co Inc | 205,105 | $2.04M | 0.04% | +12,867+6.7% | Added |
| Nisa Investment Advisors, LLC | 219,700 | $2.19M | 0.02% | −22,000−9.1% | Reduced |
| Norris Financial Group, LLC | 221,764 | $2.21M | 1.34% | +35,246+18.9% | Added |
| Renaissance Technologies LLC | 224,800 | $2.24M | 0.00% | +224,800 | New |
| Ameriprise Financial Inc | 226,332 | $2.25M | 0.00% | +29,434+14.9% | Added |
| American Century Companies Inc | 228,088 | $2.27M | 0.00% | +12,382+5.7% | Added |
| Seven Eight Capital, LP | 235,103 | $2.34M | 0.27% | +235,103 | New |
| Second Line Capital, LLC | 237,546 | $2.36M | 0.95% | +237,546 | New |
| Aptus Capital Advisors, LLC | 238,728 | $2.38M | 0.07% | +238,728 | New |
| Belmont Capital, LLC | 242,350 | $2.41M | 1.03% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 243,069 | $2.42M | 0.08% | +16,124+7.1% | Added |
| State of Wisconsin Investment Board | 245,021 | $2.44M | 0.01% | +8,251+3.5% | Added |
| Convergence Financial, LLC | 250,010 | $2.49M | 1.11% | +250,010 | New |
| Arizona State Retirement System | 252,318 | $2.51M | 0.02% | −2,764−1.1% | Reduced |
| Aquatic Capital Management LLC | 261,800 | $2.60M | 0.07% | +261,800 | New |
| DFPG Investments, LLC | 321,940 | $2.68M | 0.21% | +24,937+8.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 347,405 | $2.89M | 0.01% | +332,124+2,173.4% | Added |
| Triumph Capital Management | 290,243 | $2.89M | 1.23% | +113,953+64.6% | Added |
| Jump Financial, LLC | 292,392 | $2.91M | 0.09% | +292,392 | New |
| Newbridge Financial Services Group, Inc. | 293,948 | $2.92M | 1.43% | +33,965+13.1% | Added |
| Raymond James & Associates | 299,650 | $2.98M | 0.00% | +32,345+12.1% | Added |
| GWM Advisors LLC | 330,104 | $3.08M | 0.03% | +5,709+1.8% | Added |
| Anderson Hoagland & Co | 401,001 | $3.10M | 0.38% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 312,170 | $3.11M | 0.01% | +92,900+42.4% | Added |
| Old Second National Bank of Aurora | 318,367 | $3.17M | 0.87% | +55,607+21.2% | Added |
| Boothbay Fund Management, LLC | 320,457 | $3.19M | 0.12% | +300,367+1,495.1% | Added |
| Walleye Capital LLC | 327,738 | $3.26M | 0.05% | +327,738 | New |
| Marshall Wace, LLP | 327,900 | $3.26M | 0.01% | −518,752−61.3% | Reduced |
| Atria Wealth Solutions, Inc. | 329,237 | $3.28M | 0.04% | +22,963+7.5% | Added |
| Clarity Capital Partners LLC | 338,994 | $3.37M | 2.38% | +338,994 | New |
| Once Capital Management, LLC | 350,000 | $3.48M | 2.50% | +25,200+7.8% | Added |
| AXA S.A. | 350,000 | $3.48M | 0.01% | +130,000+59.1% | Added |
| Bank of Montreal | 338,682 | $3.49M | 0.00% | −27,626−7.5% | Reduced |
| TownSquare Capital, LLC | 369,757 | $3.68M | 0.06% | +5,195+1.4% | Added |
| EP Wealth Advisors, LLC | 377,022 | $3.75M | 0.05% | +1,508+0.4% | Added |
| AlphaStar Capital Management, LLC | 377,890 | $3.76M | 0.34% | +107,260+39.6% | Added |
| Alliancebernstein L.P. | 388,066 | $3.86M | 0.00% | +18,813+5.1% | Added |
| Public Employees Retirement System of Ohio | 390,767 | $3.89M | 0.02% | +17,096+4.6% | Added |
| Natixis | 393,961 | $3.92M | 0.03% | +367,635+1,396.5% | Added |
| Janus Henderson Group PLC | 402,140 | $4.00M | 0.00% | −415−0.1% | Reduced |
| Mariner, LLC | 426,188 | $4.24M | 0.01% | −263,834−38.2% | Reduced |
| Treasurer of the State of North Carolina | 426,796 | $4.25M | 0.02% | +23,917+5.9% | Added |
| Advisor Group Holdings, Inc. | 429,327 | $4.27M | 0.01% | −281,813−39.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 435,344 | $4.33M | 0.04% | +868+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 444,095 | $4.42M | 0.41% | +444,095 | New |
| Citigroup Inc | 447,988 | $4.46M | 0.01% | −766,979−63.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 448,415 | $4.46M | 0.31% | +58,317+14.9% | Added |
| Point72 Middle East FZE | 450,534 | $4.48M | 0.31% | +291,697+183.6% | Added |
| Cresset Asset Management, LLC | 453,499 | $4.51M | 0.03% | −3,907−0.9% | Reduced |
| Tudor Investment Corp Et Al | 480,927 | $4.79M | 0.07% | +480,927 | New |
| Cambridge Investment Research Advisors, Inc. | 487,976 | $4.86M | 0.02% | −7,863−1.6% | Reduced |
| Man Group plc | 495,652 | $4.93M | 0.01% | +495,652 | New |
| Price T Rowe Associates Inc | 497,910 | $4.96M | 0.00% | +19,522+4.1% | Added |