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, Q1 2024
Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2024. 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
- 602
- +37 vs. Q4 2023
- Shares held
- 441.4M
- +65.3M (+17.4%) vs. Q4 2023
- Total value
- $3.22B
- −$518.0M (−13.9%) vs. Q4 2023
- New holders
- 113
- 252 more added
- Sold out
- 76
- 133 more reduced
7 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| 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 | $7 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $7 | 0.00% | +1 | New |
| Iron Horse Wealth Management, LLC | 4 | $29 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 6 | $44 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $73 | 0.00% | +10 | New |
| Eukles Asset Management | 10 | $73 | 0.00% | +10 | New |
| St. Johns Investment Management Company, LLC | 12 | $88 | 0.00% | +8+200.0% | Added |
| Mather Group, LLC. | 13 | $129 | 0.00% | +13 | New |
| Cape Investment Advisory, Inc. | 20 | $146 | 0.00% | −234−92.1% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $198 | 0.00% | +27 | New |
| MV Capital Management, Inc. | 33 | $241 | 0.00% | +33 | New |
| Concord Wealth Partners | 36 | $263 | 0.00% | +36 | New |
| Bokf, NA | 42 | $303 | 0.00% | +42 | New |
| West Paces Advisors Inc. | 45 | $329 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $358 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $365 | 0.00% | −1,000−95.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 50 | $365 | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 54 | $395 | 0.00% | −600−91.7% | Reduced |
| Delta Asset Management LLC | 75 | $548 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $548 | 0.00% | +75 | New |
| REAP Financial Group, LLC | 80 | $584 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $730 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 117 | $845 | 0.00% | +117 | New |
| Bruce G. Allen Investments, LLC | 118 | $861 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $876 | 0.00% | −300−71.4% | Reduced |
| Delos Wealth Advisors, LLC | 125 | $913 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $913 | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 138 | $1.01K | 0.00% | +118+590.0% | Added |
| Voisard Asset Management Group, Inc. | 150 | $1.09K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 152 | $1.12K | 0.00% | +152 | New |
| Sachetta, LLC | 123 | $1.22K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.46K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 225 | $1.64K | 0.00% | +225 | New |
| Cornerstone Planning Group LLC | 236 | $1.64K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 333 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $2.19K | 0.00% | +300 | New |
| Chesapeake Asset Management LLC | 316 | $2.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 318 | $2.32K | 0.00% | +94+42.0% | Added |
| Red Tortoise LLC | 328 | $2.39K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 340 | $2.48K | 0.00% | −400−54.1% | Reduced |
| Toth Financial Advisory Corp | 350 | $2.56K | 0.00% | −140−28.6% | Reduced |
| Parkside Financial Bank & Trust | 353 | $2.58K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 365 | $2.67K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 401 | $2.93K | 0.00% | +401 | New |
| Asset Dedication, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 373 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 421 | $3.07K | 0.00% | +421 | New |
| Cherry Tree Wealth Management, LLC | 427 | $3.12K | 0.00% | +427 | New |
| Private Wealth Management Group, LLC | 448 | $3.27K | 0.00% | +24+5.7% | Added |
| North Star Investment Management Corp. | 500 | $3.65K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.65K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $3.65K | 0.00% | +500 | New |
| Kelly Financial Services LLC | 500 | $3.65K | 0.00% | +500 | New |
| Huntington National Bank | 522 | $3.81K | 0.00% | +500+2,272.7% | Added |
| Tidemark, LLC | 571 | $4.17K | 0.00% | −374−39.6% | Reduced |
| Jamison Private Wealth Management, Inc. | 575 | $4.20K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 575 | $4.20K | 0.00% | +75+15.0% | Added |
| Gradient Investments LLC | 590 | $4.31K | 0.00% | −910−60.7% | Reduced |
| Wiser Advisor Group LLC | 590 | $4.31K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 600 | $4.38K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 676 | $4.93K | 0.00% | +169+33.3% | Added |
| Pin Oak Investment Advisors Inc | 720 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $5.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $5.47K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 800 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $5.83K | 0.00% | −1−0.1% | Reduced |
| Versant Capital Management, Inc | 842 | $6.15K | 0.00% | −133−13.6% | Reduced |
| SYSTM Wealth Solutions LLC | 848 | $6.19K | 0.00% | +848 | New |
| Ronald Blue Trust, Inc. | 917 | $6.69K | 0.00% | +860+1,508.8% | Added |
| Bell Investment Advisors, Inc | 933 | $6.81K | 0.00% | −69−6.9% | Reduced |
| VisionPoint Advisory Group, LLC | 1,000 | $7.30K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $7.30K | 0.00% | +1,000 | New |
| Assetmark, Inc | 1,000 | $7.30K | 0.00% | +1,000 | New |
| Farther Finance Advisors, LLC | 1,037 | $7.49K | 0.00% | +389+60.0% | Added |
| Northwest Capital Management Inc | 1,050 | $7.67K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,069 | $7.80K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1,095 | $7.99K | 0.00% | +100+10.1% | Added |
| Covestor Ltd | 1,105 | $8.00K | 0.01% | −47−4.1% | Reduced |
| Benjamin Edwards Inc | 1,138 | $8.00K | 0.00% | +1,138 | New |
| AdvisorNet Financial, Inc | 1,100 | $8.03K | 0.00% | −305−21.7% | Reduced |
| Rothschild Investment LLC | 1,100 | $8.03K | 0.00% | +100+10.0% | Added |
| BBJS Financial Advisors, LLC | 1,150 | $8.39K | 0.00% | +1,150 | New |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,673 | $12.2K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,341 | $13.3K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,970 | $14.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2,000 | $14.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,000 | $14.6K | 0.00% | +1,000+100.0% | Added |
| Provenance Wealth Advisors, LLC | 2,000 | $14.6K | 0.00% | +2,000 | New |
| Benjamin F. Edwards & Company, Inc. | 2,035 | $15.0K | 0.00% | +240+13.4% | Added |
| Liberty One Investment Management, LLC | 2,066 | $15.1K | 0.00% | +94+4.8% | Added |
| Optiver Holding B.V. | 2,109 | $15.4K | 0.00% | +2,109 | New |