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 |
|---|---|---|---|---|---|
| Twin Peaks Wealth Advisors, LLC | 10,997 | $109.4K | 0.07% | +10,997 | New |
| Jacobi Capital Management LLC | 10,890 | $108.4K | 0.01% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $107.9K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 10,805 | $107.5K | 0.01% | +10,805 | New |
| Rosenberg Matthew Hamilton | 10,800 | $107.5K | 0.03% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 10,750 | $107.0K | 0.01% | +10,750 | New |
| Integrated Wealth Concepts LLC | 10,605 | $105.5K | 0.00% | −310−2.8% | Reduced |
| Washburn Capital Management, Inc. | 10,500 | $104.5K | 0.08% | +10,500 | New |
| Strategic Blueprint, LLC | 10,354 | $103.0K | 0.01% | +118+1.2% | Added |
| Daiwa Securities Group Inc. | 10,371 | $103.0K | 0.00% | +10,371 | New |
| Chevy Chase Trust Holdings, Inc. | 10,346 | $102.9K | 0.00% | 00.0% | Unchanged |
| Wedmont Private Capital | 12,068 | $102.9K | 0.01% | +1,411+13.2% | Added |
| Smith Anglin Financial, LLC | 10,300 | $102.5K | 0.01% | −1,250−10.8% | Reduced |
| Wealth Effects LLC | 10,300 | $102.5K | 0.04% | +10,300 | New |
| Geneos Wealth Management Inc. | 10,125 | $100.7K | 0.00% | +2,900+40.1% | Added |
| Quadcap Wealth Management, LLC | 10,116 | $100.7K | 0.03% | +10,116 | New |
| Burr Financial Services, LLC | 13,900 | $99.9K | 0.08% | +13,900 | New |
| Continuum Advisory, LLC | 10,025 | $99.7K | 0.01% | +25+0.3% | Added |
| Northwest Wealth Management, LLC | 10,000 | $99.5K | 0.03% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 10,000 | $99.5K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 9,912 | $98.6K | 0.03% | −568−5.4% | Reduced |
| Russell Investments Group, Ltd. | 9,892 | $98.4K | 0.00% | −39,361−79.9% | Reduced |
| Tower Research Capital LLC (TRC) | 9,596 | $95.5K | 0.00% | +1,034+12.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,594 | $95.0K | 0.00% | +9,594 | New |
| TFC Financial Management | 9,457 | $94.1K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8,894 | $88.5K | 0.01% | −705−7.3% | Reduced |
| NBC Securities, Inc. | 8,725 | $86.0K | 0.01% | +1,000+12.9% | Added |
| Atlas Capital Advisors LLC | 8,205 | $81.6K | 0.01% | −1,545−15.8% | Reduced |
| Game Plan Financial Advisors, LLC | 7,950 | $79.1K | 0.05% | +7,950 | New |
| TD Waterhouse Canada Inc. | 7,823 | $77.7K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,672 | $76.3K | 0.00% | −64−0.8% | Reduced |
| Private Trust Co NA | 7,640 | $76.0K | 0.01% | +7,000+1,093.8% | Added |
| Sandy Spring Bank | 7,206 | $71.7K | 0.00% | +150+2.1% | Added |
| Asset Management One Co.,Ltd. | 6,421 | $66.0K | 0.00% | +257+4.2% | Added |
| Fortitude Family Office, LLC | 5,987 | $59.6K | 0.04% | +5,987 | New |
| Ancora Advisors, LLC | 5,667 | $56.4K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5,485 | $54.6K | 0.02% | +400+7.9% | Added |
| Global Retirement Partners, LLC | 6,879 | $53.1K | 0.00% | +24+0.4% | Added |
| Lazard Asset Management LLC | 5,185 | $51.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5,000 | $49.8K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,000 | $49.8K | 0.03% | +2,000+66.7% | Added |
| CNB Bank | 5,000 | $49.8K | 0.03% | +5,000 | New |
| Caitlin John, LLC | 5,000 | $49.8K | 0.04% | +5,000 | New |
| Glassman Wealth Services | 4,529 | $45.1K | 0.01% | −510−10.1% | Reduced |
| Jones Financial Companies LLLP | 4,383 | $43.6K | 0.00% | +4,383 | New |
| SRS Capital Advisors, Inc. | 4,249 | $42.3K | 0.00% | +177+4.3% | Added |
| Clearstead Advisors, LLC | 4,240 | $42.2K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4,190 | $41.7K | 0.00% | +165+4.1% | Added |
| Parallel Advisors, LLC | 4,114 | $40.9K | 0.00% | +443+12.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 4,000 | $39.8K | 0.04% | +4,000 | New |
| Lindbrook Capital, LLC | 3,873 | $38.5K | 0.00% | +1,277+49.2% | Added |
| Nomura Asset Management Co Ltd | 3,300 | $32.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,135 | $31.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,100 | $30.8K | 0.01% | +1,500+93.8% | Added |
| RFP Financial Group LLC | 3,037 | $30.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,800 | $27.9K | 0.01% | −20−0.7% | Reduced |
| Washington Trust Co | 2,738 | $27.2K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $26.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,676 | $26.6K | 0.00% | −1,508−36.0% | Reduced |
| Hantz Financial Services, Inc. | 2,595 | $26.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,500 | $24.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2,456 | $24.4K | 0.01% | +2,456 | New |
| ZRC Wealth Management, LLC | 3,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,728 | $21.4K | 0.01% | +2,728 | New |
| Kapitalo Investimentos Ltda | 2,048 | $20.4K | 0.00% | +2,048 | New |
| Ci Investments Inc. | 2,009 | $20.0K | 0.00% | +233+13.1% | Added |
| Barrett & Company, Inc. | 2,000 | $19.9K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,000 | $19.9K | 0.01% | +2,000 | New |
| Liberty One Investment Management, LLC | 1,972 | $19.6K | 0.00% | +654+49.6% | Added |
| Blue Bell Private Wealth Management, LLC | 1,970 | $19.6K | 0.00% | +500+34.0% | Added |
| Principal Securities, Inc. | 1,916 | $19.1K | 0.00% | +1,916 | New |
| Benjamin F. Edwards & Company, Inc. | 1,795 | $18.0K | 0.00% | +500+38.6% | Added |
| Stone House Investment Management, LLC | 1,673 | $16.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,650 | $16.4K | 0.00% | +1,650 | New |
| Capital Advisors, Ltd. LLC | 1,555 | $15.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1,500 | $14.9K | 0.00% | −1,400−48.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,500 | $14.9K | 0.01% | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,450 | $14.0K | 0.00% | −744−33.9% | Reduced |
| AdvisorNet Financial, Inc | 1,405 | $14.0K | 0.00% | −645−31.5% | Reduced |
| Signature Resources Capital Management, LLC | 1,341 | $13.3K | 0.01% | +1,341 | New |
| Ables, Iannone, Moore & Associates, Inc. | 1,235 | $12.3K | 0.01% | +1,235 | New |
| Loomis Sayles & Co L P | 1,170 | $12.0K | 0.00% | +24+2.1% | Added |
| First Beijing Investment Ltd | 1,181 | $11.8K | 0.00% | +1,181 | New |
| Focused Wealth Management, Inc | 1,154 | $11.5K | 0.00% | +673+139.9% | Added |
| Covestor Ltd | 1,152 | $11.0K | 0.01% | +8+0.7% | Added |
| Tennessee Valley Asset Management Partners | 1,100 | $10.9K | 0.00% | +1,100 | New |
| Larson Financial Group LLC | 1,069 | $10.6K | 0.00% | +11+1.0% | Added |
| Creative Financial Designs Inc | 1,050 | $10.4K | 0.00% | +1,050 | New |
| Northwest Capital Management Inc | 1,050 | $10.4K | 0.00% | +1,050 | New |
| Bell Investment Advisors, Inc | 1,002 | $9.97K | 0.00% | −87−8.0% | Reduced |
| Provence Wealth Management Group | 1,000 | $9.95K | 0.01% | −600−37.5% | Reduced |
| VisionPoint Advisory Group, LLC | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 1,000 | $9.95K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,000 | $9.95K | 0.00% | +1,000 | New |
| Retirement Group, LLC | 995 | $9.90K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 975 | $9.70K | 0.00% | +4+0.4% | Added |
| Tidemark, LLC | 945 | $9.40K | 0.01% | +945 | New |
| Main Street Group, LTD | 800 | $7.96K | 0.00% | +800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $7.96K | 0.00% | −9−1.1% | Reduced |