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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.

Institutional holdersQ4 2023: 572 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ4 2023: $3.74B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2023.

Institutions holding SOFI in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Allen Investment Management LLC0$00.00%−18,402−100.0%Sold out
Joule Financial, LLC0$00.00%−15,653−100.0%Sold out
Thoroughbred Financial Services, LLC0$00.00%−15,764−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−14,963−100.0%Sold out
Crewe Advisors LLC0$00.00%−13,850−100.0%Sold out
QCM Cayman, Ltd.0$00.00%−12,784−100.0%Sold out
Zacks Investment Management0$00.00%−11,690−100.0%Sold out
Sloy Dahl & Holst, LLC0$00.00%−11,349−100.0%Sold out
HRT Financial LP0$00.00%−11,207−100.0%Sold out
Clear Street Markets LLC0$00.00%−8,640−100.0%Sold out
Wetherby Asset Management Inc0$00.00%−6,205−100.0%Sold out
Storebrand Asset Management AS0$00.00%−3,460−100.0%Sold out
SkyView Investment Advisors, LLC0$00.00%−2,994−100.0%Sold out
Savior LLC0$00.00%−1,647−100.0%Sold out
PFG Private Wealth Management, LLC0$00.00%−1,250−100.0%Sold out
Stephenson National Bank & Trust0$00.00%−500−100.0%Sold out
Farmers & Merchants Investments Inc0$00.00%−500−100.0%Sold out
Sugarloaf Wealth Management, LLC0$00.00%−456−100.0%Sold out
Flaharty Asset Management, LLC0$00.00%−200−100.0%Sold out
Central Trust Co0$00.00%−150−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−100−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−60−100.0%Sold out
Hibernia Wealth Partners, LLC0$00.00%−20−100.0%Sold out
Must Asset Management Inc.––––Not filed
Pathstone Family Office, LLC––––Not filed
Colony Group LLC––––Not filed
First Republic Investment Management, Inc.––––Not filed
Quantamental Technologies LLC––––Not filed
Jacob Asset Management of New York LLC––––Not filed
Freedom Wealth Alliance, LLC––––Not filed
Virginia Retirement Systems Et Al––––Not filed