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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 72,493 | $721.3K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 71,960 | $716.0K | 0.07% | +21,706+43.2% | Added |
| Kestra Advisory Services, LLC | 70,926 | $705.7K | 0.01% | +12,676+21.8% | Added |
| CI Private Wealth, LLC | 70,321 | $699.7K | 0.00% | +2,588+3.8% | Added |
| Wolff Wiese Magana LLC | 66,942 | $666.1K | 0.63% | −17,318−20.6% | Reduced |
| CIBC Private Wealth Group, LLC | 65,785 | $654.6K | 0.00% | +1,498+2.3% | Added |
| Solidarilty Wealth, LLC | 65,661 | $653.3K | 0.24% | −806−1.2% | Reduced |
| Strategic Advocates LLC | 65,342 | $650.2K | 0.28% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 65,182 | $648.6K | 0.00% | +65,182 | New |
| Consolidated Investment Group LLC | 63,000 | $627.0K | 0.11% | 00.0% | Unchanged |
| Teza Capital Management LLC | 62,913 | $626.0K | 0.10% | +62,913 | New |
| Wellington Management Group LLP | 62,546 | $622.3K | 0.00% | −1,324−2.1% | Reduced |
| Hel Ved Capital Management Ltd | 62,500 | $621.9K | 0.18% | +62,500 | New |
| Headlands Technologies LLC | 61,492 | $611.8K | 0.18% | +61,492 | New |
| Advisory Services Network, LLC | 61,117 | $608.1K | 0.01% | −2,443−3.8% | Reduced |
| Means Investment Co., Inc. | 60,778 | $604.7K | 0.09% | +4,809+8.6% | Added |
| Harbour Investments, Inc. | 60,665 | $603.6K | 0.02% | +3,025+5.2% | Added |
| Brevan Howard Capital Management LP | 60,280 | $599.8K | 0.06% | +60,280 | New |
| 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 |
| Principal Financial Group Inc | 58,845 | $585.5K | 0.00% | −666,794−91.9% | Reduced |
| FMR LLC | 58,782 | $584.9K | 0.00% | −2,259,123−97.5% | Reduced |
| Great Valley Advisor Group, Inc. | 58,276 | $579.9K | 0.02% | +58,276 | New |
| Prudential Financial Inc | 58,216 | $579.2K | 0.00% | +8,880+18.0% | Added |
| Hilltop Holdings Inc. | 57,079 | $567.9K | 0.06% | +33,325+140.3% | Added |
| Captrust Financial Advisors | 56,414 | $561.3K | 0.00% | +24,421+76.3% | Added |
| Concurrent Investment Advisors, LLC | 56,130 | $558.5K | 0.03% | +56,130 | New |
| Alta Wealth Advisors LLC | 53,449 | $531.8K | 0.30% | −700−1.3% | Reduced |
| JustInvest LLC | 52,821 | $525.6K | 0.01% | +5,164+10.8% | Added |
| IFP Advisors, Inc | 52,668 | $524.0K | 0.02% | +24,012+83.8% | Added |
| QRG Capital Management, Inc. | 51,754 | $515.0K | 0.01% | +1,097+2.2% | Added |
| Integrated Advisors Network LLC | 50,762 | $505.1K | 0.03% | +200+0.4% | Added |
| Neuberger Berman Group LLC | 50,423 | $501.7K | 0.00% | +10,533+26.4% | Added |
| Atomi Financial Group, Inc. | 48,616 | $483.7K | 0.07% | +6,196+14.6% | Added |
| Arkadios Wealth Advisors | 48,541 | $483.0K | 0.04% | +185+0.4% | Added |
| Gsa Capital Partners LLP | 47,049 | $468.0K | 0.04% | −130,744−73.5% | Reduced |
| Independent Financial Group, LLC | 46,318 | $460.9K | 0.02% | +6,922+17.6% | Added |
| Aldebaran Financial Inc. | 46,120 | $458.9K | 0.71% | −3,165−6.4% | Reduced |
| Kestra Private Wealth Services, LLC | 45,963 | $457.3K | 0.01% | +1,974+4.5% | Added |
| Wellington Wealth Strategies, LLC. | 45,048 | $448.2K | 0.39% | +45,048 | New |
| Perigon Wealth Management, LLC | 44,799 | $445.8K | 0.01% | −1,213−2.6% | Reduced |
| Lincoln National Corp | 44,655 | $444.3K | 0.01% | +2,947+7.1% | Added |
| M&T Bank Corp | 44,260 | $440.4K | 0.00% | +15,946+56.3% | Added |
| Caliber Wealth Management, LLC | 43,851 | $436.3K | 0.26% | 00.0% | Unchanged |
| Hudock, Inc. | 43,793 | $435.7K | 0.09% | +4,522+11.5% | Added |
| Valeo Financial Advisors, LLC | 42,716 | $425.0K | 0.02% | −4,900−10.3% | Reduced |
| Fortis Advisors, LLC | 42,550 | $423.4K | 0.30% | +2,500+6.2% | Added |
| Marex Group plc | 41,452 | $412.4K | 0.02% | −124,065−75.0% | Reduced |
| Cutler Group LP | 41,277 | $410.0K | 0.06% | +3,159+8.3% | Added |
| Envestnet Asset Management Inc | 40,780 | $405.8K | 0.00% | +13,047+47.0% | Added |
| Hennessy Advisors Inc | 40,000 | $398.0K | 0.02% | −30,000−42.9% | Reduced |
| Venture Visionary Partners LLC | 39,932 | $397.3K | 0.02% | −147,285−78.7% | Reduced |
| Creekmur Asset Management LLC | 39,404 | $392.1K | 0.12% | +39,404 | New |
| Nwam LLC | 39,158 | $389.6K | 0.03% | +8,845+29.2% | Added |
| Empowered Funds, LLC | 39,147 | $389.5K | 0.01% | +8,332+27.0% | Added |
| SEI Investments Co | 38,837 | $386.4K | 0.00% | +5,942+18.1% | Added |
| CWM, LLC | 38,721 | $385.0K | 0.00% | +25,072+183.7% | Added |
| Nebula Research & Development LLC | 38,021 | $378.3K | 0.11% | +38,021 | New |
| Gladstone Institutional Advisory LLC | 37,700 | $375.1K | 0.02% | −10,850−22.3% | Reduced |
| McGuire Investment Group, LLC | 36,250 | $360.7K | 0.06% | +10,600+41.3% | Added |
| Drive Wealth Management, LLC | 35,836 | $356.6K | 0.12% | −40−0.1% | Reduced |
| M Holdings Securities, Inc. | 35,790 | $356.0K | 0.04% | +35,790 | New |
| Pine Valley Investments Ltd Liability Co | 35,535 | $353.6K | 0.03% | 00.0% | Unchanged |
| River Street Advisors LLC | 35,414 | $352.4K | 0.28% | +1,526+4.5% | Added |
| Brown Advisory Inc | 34,979 | $348.0K | 0.00% | +12,276+54.1% | Added |
| Soltis Investment Advisors LLC | 34,715 | $345.4K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 34,656 | $344.8K | 0.13% | +3,043+9.6% | Added |
| Tradition Wealth Management, LLC | 33,216 | $330.0K | 0.03% | +6,450+24.1% | Added |
| Signaturefd, LLC | 32,791 | $326.3K | 0.01% | −502−1.5% | Reduced |
| Xponance, Inc. | 32,731 | $325.7K | 0.00% | +271+0.8% | Added |
| SG Americas Securities, LLC | 32,286 | $321.0K | 0.00% | −2,150−6.2% | Reduced |
| Gabelli Funds LLC | 32,000 | $318.4K | 0.00% | +32,000 | New |
| Hexagon Capital Partners LLC | 31,837 | $316.8K | 0.08% | +3,140+10.9% | Added |
| Prosperity Wealth Management, Inc. | 31,050 | $308.9K | 0.20% | +31,050 | New |
| Balentine LLC | 30,872 | $307.2K | 0.01% | −1,072−3.4% | Reduced |
| WCG Wealth Advisors LLC | 30,281 | $301.0K | 0.02% | −14,707−32.7% | Reduced |
| PFG Investments, LLC | 29,655 | $295.1K | 0.05% | +1,547+5.5% | Added |
| Toroso Investments, LLC | 29,274 | $291.3K | 0.01% | +2,258+8.4% | Added |
| National Bank of Canada | 29,908 | $288.2K | 0.00% | +4,420+17.3% | Added |
| Level Four Advisory Services, LLC | 28,064 | $279.2K | 0.02% | +8,039+40.1% | Added |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $267.9K | 0.19% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 26,659 | $265.3K | 0.15% | −3,505−11.6% | Reduced |
| Highlander Capital Management, LLC | 26,530 | $264.0K | 0.09% | +1,030+4.0% | Added |
| SeaCrest Wealth Management, LLC | 31,261 | $257.0K | 0.03% | −5,980−16.1% | Reduced |
| Foundations Investment Advisors, LLC | 33,192 | $256.6K | 0.01% | +22,555+212.0% | Added |
| International Assets Investment Management, LLC | 25,675 | $255.5K | 0.03% | +3,450+15.5% | Added |
| Lauer Wealth, LLC | 31,557 | $249.9K | 0.23% | +1,036+3.4% | Added |
| Founders Financial Securities LLC | 25,060 | $249.3K | 0.03% | +3,060+13.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 25,077 | $249.0K | 0.08% | +4,045+19.2% | Added |
| MSD Partners, L.P. | 25,000 | $248.8K | 0.02% | 00.0% | Unchanged |
| AtonRa Partners | 24,603 | $244.8K | 0.49% | −7,816−24.1% | Reduced |
| Forum Financial Management, LP | 24,535 | $244.1K | 0.00% | +24,535 | New |
| KLCM Advisors, Inc. | 24,500 | $243.8K | 0.04% | +24,500 | New |
| Zions Bancorporation, N.A. | 23,907 | $237.9K | 0.02% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 23,520 | $234.0K | 0.09% | +3,520+17.6% | Added |
| Manchester Financial Inc | 23,456 | $233.4K | 0.07% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 23,174 | $231.0K | 0.01% | −36,268−61.0% | Reduced |
| Panoramic Investment Advisors, LLC | 23,000 | $228.8K | 0.20% | +7,500+48.4% | Added |
| Umb Bank N A | 22,959 | $228.4K | 0.00% | +7,843+51.9% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $221.9K | 0.03% | 00.0% | Unchanged |