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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 318,367 | $3.17M | 0.87% | +55,607+21.2% | Added |
| Ensign Peak Advisors, Inc | 312,170 | $3.11M | 0.01% | +92,900+42.4% | Added |
| Anderson Hoagland & Co | 401,001 | $3.10M | 0.38% | 00.0% | Unchanged |
| GWM Advisors LLC | 330,104 | $3.08M | 0.03% | +5,709+1.8% | Added |
| Raymond James & Associates | 299,650 | $2.98M | 0.00% | +32,345+12.1% | Added |
| Newbridge Financial Services Group, Inc. | 293,948 | $2.92M | 1.43% | +33,965+13.1% | Added |
| Jump Financial, LLC | 292,392 | $2.91M | 0.09% | +292,392 | New |
| Triumph Capital Management | 290,243 | $2.89M | 1.23% | +113,953+64.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 347,405 | $2.89M | 0.01% | +332,124+2,173.4% | Added |
| DFPG Investments, LLC | 321,940 | $2.68M | 0.21% | +24,937+8.4% | Added |
| Aquatic Capital Management LLC | 261,800 | $2.60M | 0.07% | +261,800 | New |
| Arizona State Retirement System | 252,318 | $2.51M | 0.02% | −2,764−1.1% | Reduced |
| Convergence Financial, LLC | 250,010 | $2.49M | 1.11% | +250,010 | New |
| State of Wisconsin Investment Board | 245,021 | $2.44M | 0.01% | +8,251+3.5% | Added |
| Summit Trail Advisors, LLC | 243,069 | $2.42M | 0.08% | +16,124+7.1% | Added |
| Belmont Capital, LLC | 242,350 | $2.41M | 1.03% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 238,728 | $2.38M | 0.07% | +238,728 | New |
| Second Line Capital, LLC | 237,546 | $2.36M | 0.95% | +237,546 | New |
| Seven Eight Capital, LP | 235,103 | $2.34M | 0.27% | +235,103 | New |
| American Century Companies Inc | 228,088 | $2.27M | 0.00% | +12,382+5.7% | Added |
| Ameriprise Financial Inc | 226,332 | $2.25M | 0.00% | +29,434+14.9% | Added |
| Renaissance Technologies LLC | 224,800 | $2.24M | 0.00% | +224,800 | New |
| Norris Financial Group, LLC | 221,764 | $2.21M | 1.34% | +35,246+18.9% | Added |
| Nisa Investment Advisors, LLC | 219,700 | $2.19M | 0.02% | −22,000−9.1% | Reduced |
| Oppenheimer & Co Inc | 205,105 | $2.04M | 0.04% | +12,867+6.7% | Added |
| Deutsche Bank AG | 201,931 | $2.01M | 0.00% | +161,382+398.0% | Added |
| Knights of Columbus Asset Advisors LLC | 201,394 | $2.00M | 0.13% | 00.0% | Unchanged |
| DnB Asset Management AS | 195,427 | $1.94M | 0.01% | +96,686+97.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 194,835 | $1.94M | 0.01% | +17,865+10.1% | Added |
| Private Advisor Group, LLC | 191,823 | $1.91M | 0.01% | +101,710+112.9% | Added |
| Van Eck Associates Corp | 191,593 | $1.91M | 0.00% | −2,997−1.5% | Reduced |
| HighTower Advisors, LLC | 185,370 | $1.84M | 0.00% | −54,140−22.6% | Reduced |
| Jefferies Financial Group Inc. | 185,001 | $1.84M | 0.03% | +184,750+73,605.6% | Added |
| Manufacturers Life Insurance Company, The | 181,911 | $1.81M | 0.00% | +3,291+1.8% | Added |
| Vontobel Holding Ltd. | 179,725 | $1.79M | 0.01% | +25,765+16.7% | Added |
| Bayesian Capital Management, LP | 179,534 | $1.79M | 0.19% | −281,166−61.0% | Reduced |
| We Are One Seven, LLC | 179,150 | $1.78M | 0.10% | +2,383+1.3% | Added |
| Well Done, LLC | 172,853 | $1.72M | 0.34% | 00.0% | Unchanged |
| Algert Global LLC | 168,550 | $1.68M | 0.07% | +29,000+20.8% | Added |
| Advisory Research Inc | 168,495 | $1.68M | 0.26% | −43,012−20.3% | Reduced |
| Cetera Advisor Networks LLC | 167,923 | $1.67M | 0.01% | −3,965−2.3% | Reduced |
| LM Advisors LLC | 167,854 | $1.67M | 0.34% | +167,854 | New |
| Acorn Financial Advisory Services Inc | 160,312 | $1.60M | 0.28% | −321,656−66.7% | Reduced |
| Utah Retirement Systems | 159,400 | $1.59M | 0.02% | +1,700+1.1% | Added |
| Handelsbanken Fonder AB | 156,800 | $1.56M | 0.01% | +22,900+17.1% | Added |
| Firethorn Wealth Partners, LLC | 151,216 | $1.50M | 0.99% | +20,408+15.6% | Added |
| Reynders McVeigh Capital Management, LLC | 147,808 | $1.47M | 0.09% | +123,234+501.5% | Added |
| Steward Partners Investment Advisory, LLC | 142,534 | $1.42M | 0.02% | +113,100+384.2% | Added |
| Truist Financial Corp | 135,268 | $1.35M | 0.00% | −24,800−15.5% | Reduced |
| Creative Planning | 135,157 | $1.34M | 0.00% | −345,839−71.9% | Reduced |
| Spire Wealth Management | 176,132 | $1.32M | 0.05% | −2,750−1.5% | Reduced |
| Amalgamated Bank | 131,385 | $1.31M | 0.01% | −7,103−5.1% | Reduced |
| Alliance Wealth Advisors, LLC | 121,880 | $1.21M | 0.41% | 00.0% | Unchanged |
| National Asset Management, Inc. | 120,648 | $1.20M | 0.03% | −6,488−5.1% | Reduced |
| Colony Group, LLC | 120,106 | $1.20M | 0.02% | +120,106 | New |
| Victory Capital Management Inc | 119,488 | $1.19M | 0.00% | +23,436+24.4% | Added |
| Verition Fund Management LLC | 117,969 | $1.17M | 0.01% | +48,671+70.2% | Added |
| Kovack Advisors, Inc. | 117,813 | $1.17M | 0.14% | +17,256+17.2% | Added |
| Pathstone Holdings, LLC | 122,009 | $1.16M | 0.01% | +122,009 | New |
| Voya Investment Management LLC | 116,899 | $1.16M | 0.00% | +617+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 116,647 | $1.16M | 0.00% | +3,218+2.8% | Added |
| Cetera Advisors LLC | 116,098 | $1.16M | 0.02% | −4,426−3.7% | Reduced |
| Janney Montgomery Scott LLC | 113,040 | $1.13M | 0.00% | +27,750+32.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 111,550 | $1.11M | 0.00% | +58,044+108.5% | Added |
| Kennedy Investment Group | 111,400 | $1.11M | 0.62% | +1,000+0.9% | Added |
| Stratos Wealth Partners, LTD. | 111,164 | $1.11M | 0.02% | +36,825+49.5% | Added |
| Jupiter Asset Management Ltd | 110,049 | $1.09M | 0.01% | −59,536−35.1% | Reduced |
| AQR Capital Management LLC | 107,483 | $1.07M | 0.00% | +107,483 | New |
| Pictet Asset Management Holding SA | 105,903 | $1.05M | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 104,123 | $1.04M | 0.01% | +30,646+41.7% | Added |
| Stifel Financial Corp | 102,501 | $1.02M | 0.00% | −8,195−7.4% | Reduced |
| Wolverine Trading, LLC | 101,867 | $1.01M | 0.01% | +101,867 | New |
| PMC FIG Opportunities LLC | 100,000 | $995.0K | 2.76% | +100,000 | New |
| Capital Advisors Wealth Management, LLC | 99,363 | $988.7K | 0.23% | +6,350+6.8% | Added |
| Rockefeller Capital Management L.P. | 99,164 | $986.7K | 0.00% | −520,526−84.0% | Reduced |
| STRS Ohio | 98,778 | $982.0K | 0.00% | −15,896−13.9% | Reduced |
| Pegasus Asset Management, Inc. | 98,329 | $978.4K | 0.42% | −10,814−9.9% | Reduced |
| Prospera Financial Services Inc | 95,031 | $945.6K | 0.03% | +1,117+1.2% | Added |
| ExodusPoint Capital Management, LP | 93,725 | $933.0K | 0.01% | +93,725 | New |
| Matisse Capital | 88,885 | $884.4K | 0.47% | +5,765+6.9% | Added |
| Great West Life Assurance Co | 89,038 | $879.0K | 0.00% | +6,778+8.2% | Added |
| Lecap Asset Management Ltd | 87,645 | $872.1K | 0.32% | +87,645 | New |
| HighPoint Advisor Group LLC | 116,570 | $868.0K | 0.06% | +116,570 | New |
| Parallax Volatility Advisers, L.P. | 86,676 | $862.4K | 0.02% | −258,708−74.9% | Reduced |
| Avantax Advisory Services, Inc. | 81,758 | $813.5K | 0.01% | +14,929+22.3% | Added |
| Teacher Retirement System of Texas | 81,352 | $809.0K | 0.01% | −9,094−10.1% | Reduced |
| Y.D. More Investments Ltd | 80,807 | $804.0K | 0.16% | +18,600+29.9% | Added |
| Mercer Global Advisors Inc | 80,492 | $801.0K | 0.00% | −16,080−16.7% | Reduced |
| D.A. Davidson & Co. | 80,172 | $797.7K | 0.01% | +8,518+11.9% | Added |
| Miracle Mile Advisors, LLC | 78,350 | $779.6K | 0.02% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 77,898 | $775.0K | 0.62% | −14,552−15.7% | Reduced |
| Cetera Investment Advisers | 77,597 | $772.1K | 0.01% | −518−0.7% | Reduced |
| Perennial Investment Advisors, LLC | 77,258 | $768.7K | 0.13% | −1,887−2.4% | Reduced |
| Equitable Holdings, Inc. | 76,498 | $761.2K | 0.01% | +44,725+140.8% | Added |
| Public Employees Retirement Association of Colorado | 76,520 | $761.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 75,425 | $750.5K | 0.22% | +3,766+5.3% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $745.3K | 0.17% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 74,305 | $739.3K | 0.00% | +74,305 | New |
| HAP Trading, LLC | 72,847 | $724.8K | 0.21% | +5,814+8.7% | Added |
| AE Wealth Management LLC | 94,769 | $722.1K | 0.00% | −16,868−15.1% | Reduced |