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 |
|---|---|---|---|---|---|
| Bourgeon Capital Management LLC | 757 | $7.53K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $7.46K | 0.00% | −445−37.2% | Reduced |
| Sunbelt Securities, Inc. | 750 | $7.46K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 740 | $7.36K | 0.00% | +260+54.2% | Added |
| Pin Oak Investment Advisors Inc | 720 | $7.00K | 0.01% | 00.0% | Unchanged |
| Able Wealth Management LLC | 675 | $6.72K | 0.01% | +675 | New |
| SJS Investment Consulting Inc. | 654 | $6.51K | 0.00% | +440+205.6% | Added |
| Farther Finance Advisors, LLC | 648 | $6.45K | 0.00% | +334+106.4% | Added |
| NVWM, LLC | 600 | $5.97K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 590 | $5.87K | 0.01% | +590 | New |
| Jamison Private Wealth Management, Inc. | 575 | $5.72K | 0.00% | +3+0.5% | Added |
| Quadrant Capital Group LLC | 507 | $5.04K | 0.00% | −846−62.5% | Reduced |
| First Personal Financial Services | 501 | $4.99K | 0.00% | +501 | New |
| Strategic Investment Solutions, Inc. | 500 | $4.97K | 0.00% | −31,000−98.4% | Reduced |
| North Star Investment Management Corp. | 500 | $4.97K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $4.97K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 500 | $4.97K | 0.00% | +500 | New |
| BFSG, LLC | 500 | $4.97K | 0.00% | +500 | New |
| Toth Financial Advisory Corp | 490 | $4.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 424 | $4.22K | 0.00% | +424 | New |
| Fifth Third Bancorp | 420 | $4.18K | 0.00% | +285+211.1% | Added |
| TSFG, LLC | 373 | $4.00K | 0.00% | −100−21.1% | Reduced |
| Asset Dedication, LLC | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $4.00K | 0.00% | +1+0.3% | Added |
| Valley National Advisers Inc | 408 | $4.00K | 0.00% | +213+109.2% | Added |
| Coppell Advisory Solutions LLC | 366 | $3.64K | 0.00% | +366 | New |
| Quent Capital, LLC | 365 | $3.63K | 0.00% | +283+345.1% | Added |
| Parkside Financial Bank & Trust | 353 | $3.51K | 0.00% | −1,961−84.7% | Reduced |
| Vima LLC | 333 | $3.31K | 0.01% | +333 | New |
| Red Tortoise LLC | 328 | $3.26K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 316 | $3.14K | 0.00% | −300−48.7% | Reduced |
| AlphaMark Advisors, LLC | 300 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 300 | $2.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $2.98K | 0.00% | +300 | New |
| Winthrop Capital Management, LLC | 300 | $2.98K | 0.00% | +300 | New |
| Cape Investment Advisory, Inc. | 254 | $2.53K | 0.00% | +234+1,170.0% | Added |
| Cullen/Frost Bankers, Inc. | 250 | $2.49K | 0.00% | −11,500−97.9% | Reduced |
| Cornerstone Planning Group LLC | 236 | $2.35K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 224 | $2.23K | 0.00% | −3−1.3% | Reduced |
| City State Bank | 200 | $2.00K | 0.00% | +200 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 165 | $1.64K | 0.00% | +165 | New |
| Voisard Asset Management Group, Inc. | 150 | $1.49K | 0.00% | +150 | New |
| Delos Wealth Advisors, LLC | 125 | $1.24K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 123 | $1.22K | 0.00% | +123 | New |
| Venturi Wealth Management, LLC | 120 | $1.19K | 0.00% | +120 | New |
| Bruce G. Allen Investments, LLC | 118 | $1.17K | 0.00% | +118 | New |
| Abound Wealth Management | 107 | $1.06K | 0.00% | +107 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | −1,470−93.6% | Reduced |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $995 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $995 | 0.00% | +100 | New |
| Clarity Asset Management, Inc. | 100 | $995 | 0.00% | +100 | New |
| REAP Financial Group, LLC | 80 | $796 | 0.00% | +80 | New |
| Delta Asset Management LLC | 75 | $746 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $488 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 46 | $458 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $448 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 23 | $229 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $219 | 0.00% | +21+2,100.0% | Added |
| Tucker Asset Management LLC | 20 | $199 | 0.00% | −10,038−99.8% | Reduced |
| Tradewinds Capital Management, LLC | 12 | $120 | 0.00% | −38−76.0% | Reduced |
| West Branch Capital LLC | 6 | $60 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $40 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 4 | $40 | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Ronald Blue Trust, Inc. | 57 | $0 | 0.00% | +57 | New |
| Wetzel Investment Advisors, Inc. | 10 | $0 | 0.00% | +10 | New |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,202,021−100.0% | Sold out |
| Par Capital Management Inc | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −644,386−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −518,372−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −495,362−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −461,543−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −427,463−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −371,339−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −349,947−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −151,886−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −144,998−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −129,800−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −119,030−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −118,154−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −53,236−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −52,783−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −44,870−100.0% | Sold out |
| Saxon Interests, Inc. | 0 | $0 | 0.00% | −43,851−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −41,491−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −41,400−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −35,841−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −34,360−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −31,453−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −26,483−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −23,930−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −21,150−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −20,705−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −18,569−100.0% | Sold out |