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 |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 22,000 | $218.9K | 0.20% | +2,900+15.2% | Added |
| Belpointe Asset Management LLC | 21,625 | $215.2K | 0.02% | +4,527+26.5% | Added |
| Independent Advisor Alliance | 21,542 | $214.3K | 0.01% | +3,963+22.5% | Added |
| CIBC Asset Management Inc | 21,178 | $210.7K | 0.00% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 21,100 | $209.9K | 0.04% | −19,700−48.3% | Reduced |
| Davenport & Co LLC | 20,762 | $206.6K | 0.00% | +3,933+23.4% | Added |
| Stratos Wealth Advisors, LLC | 20,416 | $203.1K | 0.01% | −3,340−14.1% | Reduced |
| Laird Norton Trust Company, LLC | 20,261 | $201.6K | 0.02% | +20,261 | New |
| Regal Investment Advisors LLC | 20,174 | $200.7K | 0.02% | −21,804−51.9% | Reduced |
| Consolidated Portfolio Review Corp | 20,085 | $199.8K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 20,020 | $199.2K | 0.00% | +9,998+99.8% | Added |
| Oak Harbor Wealth Partners, LLC | 20,000 | $199.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20,000 | $199.0K | 0.04% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 19,909 | $198.1K | 0.03% | 00.0% | Unchanged |
| Resolute Partners Group | 19,827 | $197.3K | 0.03% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 19,660 | $195.6K | 0.02% | +2,304+13.3% | Added |
| Independent Wealth Network Inc. | 19,601 | $195.0K | 0.10% | +6,949+54.9% | Added |
| NWF Advisory Services Inc. | 19,412 | $193.2K | 0.04% | +734+3.9% | Added |
| Columbia Asset Management | 11,185 | $192.0K | 0.04% | +1,000+9.8% | Added |
| DDFG, Inc | 19,280 | $191.8K | 0.06% | −622−3.1% | Reduced |
| Axq Capital, LP | 19,200 | $191.0K | 0.05% | +19,200 | New |
| Merit Financial Group, LLC | 19,194 | $191.0K | 0.01% | −1,324−6.5% | Reduced |
| Ieq Capital, LLC | 19,174 | $190.8K | 0.00% | −63−0.3% | Reduced |
| Intrua Financial, LLC | 18,917 | $188.2K | 0.03% | +18,917 | New |
| Concorde Asset Management, LLC | 18,774 | $186.8K | 0.13% | +100+0.5% | Added |
| Bensler, LLC | 18,730 | $186.4K | 0.03% | +800+4.5% | Added |
| Comerica Bank | 18,711 | $186.2K | 0.00% | −297−1.6% | Reduced |
| Wealthfront Advisers LLC | 18,636 | $185.4K | 0.00% | −14,455−43.7% | Reduced |
| Kercheville Advisors, LLC | 18,600 | $185.1K | 0.10% | −3,350−15.3% | Reduced |
| Armistice Capital, LLC | 18,594 | $185.0K | 0.00% | +18,594 | New |
| Pointe Capital Management LLC | 18,490 | $184.0K | 0.13% | 00.0% | Unchanged |
| Diversified Trust Co | 18,452 | $183.6K | 0.01% | +18,452 | New |
| Claro Advisors LLC | 18,449 | $183.6K | 0.04% | +103+0.6% | Added |
| Resources Investment Advisors, LLC. | 18,414 | $183.2K | 0.00% | −21,470−53.8% | Reduced |
| Mainstay Capital Management LLC | 18,350 | $182.6K | 0.03% | +4,300+30.6% | Added |
| Zullo Investment Group, Inc. | 18,250 | $181.6K | 0.09% | −2,000−9.9% | Reduced |
| MetLife Investment Management | 18,157 | $180.7K | 0.00% | −35−0.2% | Reduced |
| Brinker Capital Investments, LLC | 21,035 | $179.4K | 0.00% | −339−1.6% | Reduced |
| Orion Portfolio Solutions, LLC | 21,035 | $179.4K | 0.00% | −339−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 17,383 | $173.0K | 0.01% | +4,112+31.0% | Added |
| Dynamic Advisor Solutions LLC | 20,776 | $170.8K | 0.01% | −1,766−7.8% | Reduced |
| KBC Group NV | 17,014 | $169.0K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,779 | $167.0K | 0.03% | +678+4.2% | Added |
| Good Life Advisors, LLC | 16,498 | $164.2K | 0.02% | −24,813−60.1% | Reduced |
| Albion Financial Group | 16,415 | $163.3K | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 15,916 | $162.0K | 0.00% | +10,750+208.1% | Added |
| Redwood Wealth Management Group, LLC | 16,166 | $160.9K | 0.18% | −1,000−5.8% | Reduced |
| Riverwood Capital Management Ltd. | 16,077 | $160.0K | 0.34% | −5,359−25.0% | Reduced |
| Financial Advisory Service, Inc. | 15,820 | $157.4K | 0.01% | +655+4.3% | Added |
| Trueblood Wealth Management, LLC | 15,677 | $156.0K | 0.10% | +15,677 | New |
| Aspiriant, LLC | 15,633 | $155.5K | 0.01% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 15,484 | $154.1K | 0.01% | −238−1.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,223 | $151.5K | 0.05% | +15,223 | New |
| Garden State Investment Advisory Services LLC | 15,123 | $150.5K | 0.06% | −1,475−8.9% | Reduced |
| Gotham Asset Management, LLC | 15,029 | $149.5K | 0.00% | −23−0.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 15,000 | $149.3K | 0.02% | −15,000−50.0% | Reduced |
| Centiva Capital, LP | 15,000 | $149.3K | 0.01% | +15,000 | New |
| Cary Street Partner Investment Advisory LLC | 15,000 | $149.3K | 0.01% | +15,000 | New |
| Autumn Glory Partners, LLC | 15,000 | $149.3K | 0.09% | +15,000 | New |
| Quest Partners LLC | 14,705 | $146.3K | 0.03% | +14,705 | New |
| Avestar Capital, LLC | 14,582 | $145.1K | 0.02% | −750−4.9% | Reduced |
| Elkhorn Partners Limited Partnership | 14,600 | $145.0K | 0.10% | +14,400+7,200.0% | Added |
| Probity Advisors, Inc. | 14,386 | $143.1K | 0.03% | +14,386 | New |
| Sigma Planning Corp | 13,993 | $139.2K | 0.01% | −13,768−49.6% | Reduced |
| Vident Advisory, LLC | 13,988 | $139.2K | 0.00% | +13,988 | New |
| Balboa Wealth Partners | 13,625 | $135.6K | 0.05% | −11,936−46.7% | Reduced |
| Cooper/Haims Advisors, LLC | 13,600 | $135.3K | 0.08% | −1,900−12.3% | Reduced |
| MidWestOne Financial Group, Inc. | 13,402 | $133.3K | 0.03% | +248+1.9% | Added |
| Insigneo Advisory Services, LLC | 13,263 | $132.0K | 0.02% | +13,263 | New |
| Worth Financial Advisory Group, LLC | 13,260 | $131.9K | 0.11% | −525−3.8% | Reduced |
| Chapin Davis, Inc. | 13,225 | $131.6K | 0.06% | +13,225 | New |
| J.W. Cole Advisors, Inc. | 13,125 | $130.6K | 0.01% | −2,775−17.5% | Reduced |
| Buckingham Strategic Wealth, LLC | 13,060 | $129.9K | 0.00% | +302+2.4% | Added |
| Truefg, LLC | 12,950 | $128.9K | 0.05% | 00.0% | Unchanged |
| Mandatum Life Insurance Co Ltd | 12,947 | $128.8K | 0.05% | +12,947 | New |
| Bulltick Wealth Management, LLC | 12,937 | $128.7K | 0.03% | −1,967−13.2% | Reduced |
| Vivaldi Capital Management, LLC | 15,788 | $126.6K | 0.04% | −34−0.2% | Reduced |
| Cantor Fitzgerald, L. P. | 12,695 | $126.3K | 0.03% | −1,004−7.3% | Reduced |
| Prime Capital Investment Advisors, LLC | 12,692 | $126.3K | 0.00% | +2,361+22.9% | Added |
| Main Street Financial Solutions, LLC | 12,617 | $125.5K | 0.02% | +75+0.6% | Added |
| Banque Cantonale Vaudoise | 12,500 | $125.0K | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 12,332 | $122.7K | 0.12% | +12,332 | New |
| Ballentine Partners, LLC | 12,313 | $122.5K | 0.00% | +169+1.4% | Added |
| Prostatis Group LLC | 12,200 | $121.4K | 0.05% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 12,200 | $121.4K | 0.00% | +2,200+22.0% | Added |
| Capital Advisors Inc | 12,196 | $121.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 12,167 | $121.1K | 0.01% | −25−0.2% | Reduced |
| O'Dell Group, LLC | 12,108 | $120.5K | 0.03% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,048 | $119.9K | 0.01% | 00.0% | Unchanged |
| Suncoast Equity Management | 12,000 | $119.4K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11,919 | $118.6K | 0.06% | +4,330+57.1% | Added |
| Apollon Wealth Management, LLC | 11,539 | $114.8K | 0.00% | +879+8.2% | Added |
| Xcel Wealth Management, LLC | 11,300 | $112.4K | 0.04% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 11,292 | $112.4K | 0.00% | +84+0.7% | Added |
| Procyon Private Wealth Partners, LLC | 11,285 | $112.3K | 0.01% | −780−6.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,231 | $111.7K | 0.00% | +129+1.2% | Added |
| Sawtooth Solutions, LLC | 11,193 | $111.4K | 0.00% | −6,192−35.6% | Reduced |
| Bleakley Financial Group, LLC | 11,193 | $111.4K | 0.00% | −6,192−35.6% | Reduced |
| KMG Fiduciary Partners, LLC | 11,094 | $110.4K | 0.01% | +11,094 | New |
| HSBC Holdings PLC | 11,063 | $110.0K | 0.00% | +11,063 | New |