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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 2,200 | $16.1K | 0.00% | −10,000−82.0% | Reduced |
| Capital Advisors, Ltd. LLC | 2,386 | $17.0K | 0.00% | +831+53.4% | Added |
| HHM Wealth Advisors, LLC | 2,450 | $17.9K | 0.00% | +800+48.5% | Added |
| Sound Income Strategies, LLC | 2,500 | $18.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $18.3K | 0.01% | +2,500 | New |
| Manchester Capital Management LLC | 2,676 | $19.5K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $19.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,761 | $20.0K | 0.00% | +752+37.4% | Added |
| Allspring Global Investments Holdings, LLC | 2,790 | $20.4K | 0.00% | +2,790 | New |
| Piscataqua Savings Bank | 3,000 | $21.9K | 0.02% | +3,000 | New |
| GAMMA Investing LLC | 3,036 | $22.2K | 0.00% | +308+11.3% | Added |
| RFP Financial Group LLC | 3,037 | $22.2K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 3,156 | $23.0K | 0.00% | −717−18.5% | Reduced |
| Brown Brothers Harriman & Co | 3,215 | $23.5K | 0.00% | +80+2.6% | Added |
| Valley National Advisers Inc | 3,381 | $24.0K | 0.00% | +2,973+728.7% | Added |
| Nomura Asset Management Co Ltd | 3,300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,500 | $25.4K | 0.01% | +400+12.9% | Added |
| ORG Partners LLC | 3,699 | $26.7K | 0.05% | +3,699 | New |
| First Horizon Advisors, Inc. | 3,848 | $28.1K | 0.00% | +3,848 | New |
| Tortoise Investment Management, LLC | 3,939 | $28.8K | 0.00% | +3,939 | New |
| WealthCollab, LLC | 4,000 | $29.2K | 0.02% | +4,000 | New |
| Principal Securities, Inc. | 4,150 | $30.3K | 0.00% | +2,234+116.6% | Added |
| SRS Capital Advisors, Inc. | 4,302 | $31.4K | 0.00% | +53+1.2% | Added |
| SOA Wealth Advisors, LLC. | 4,513 | $32.9K | 0.01% | +1,713+61.2% | Added |
| Caitlin John, LLC | 4,600 | $33.6K | 0.03% | −400−8.0% | Reduced |
| Clearstead Advisors, LLC | 4,840 | $34.4K | 0.00% | +600+14.2% | Added |
| PSI Advisors, LLC | 4,835 | $35.3K | 0.01% | −650−11.9% | Reduced |
| NewSquare Capital LLC | 5,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5,000 | $36.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,000 | $36.5K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5,208 | $37.0K | 0.00% | +23+0.4% | Added |
| Future Financial Wealth Managment LLC | 5,110 | $37.3K | 0.03% | +5,110 | New |
| DekaBank Deutsche Girozentrale | 5,166 | $38.0K | 0.00% | −10,750−67.5% | Reduced |
| Ancora Advisors, LLC | 5,400 | $39.4K | 0.00% | −267−4.7% | Reduced |
| Parallel Advisors, LLC | 5,695 | $41.6K | 0.00% | +1,581+38.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $43.8K | 0.03% | +2,000+50.0% | Added |
| Fortitude Family Office, LLC | 6,751 | $49.3K | 0.03% | +764+12.8% | Added |
| Private Trust Co NA | 7,640 | $55.8K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 7,797 | $56.9K | 0.00% | +1,376+21.4% | Added |
| Game Plan Financial Advisors, LLC | 7,800 | $56.9K | 0.03% | −150−1.9% | Reduced |
| American International Group, Inc. | 7,829 | $57.2K | 0.00% | +157+2.0% | Added |
| Sandy Spring Bank | 8,106 | $59.2K | 0.00% | +900+12.5% | Added |
| Atlas Capital Advisors LLC | 8,432 | $61.6K | 0.01% | +227+2.8% | Added |
| NBC Securities, Inc. | 8,500 | $62.0K | 0.01% | −225−2.6% | Reduced |
| Allworth Financial LP | 8,820 | $64.4K | 0.00% | +4,630+110.5% | Added |
| Nemes Rush Group LLC | 8,894 | $64.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 9,457 | $69.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 9,735 | $71.0K | 0.00% | −636−6.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,000 | $73.0K | 0.02% | +10,000 | New |
| Keebeck Wealth Management, LLC | 10,000 | $73.0K | 0.01% | +10,000 | New |
| Yousif Capital Management, LLC | 10,030 | $73.2K | 0.00% | +10,030 | New |
| Intrua Financial, LLC | 10,167 | $74.2K | 0.01% | −8,750−46.3% | Reduced |
| Kensington Investment Counsel, LLC | 10,176 | $74.3K | 0.03% | +10,176 | New |
| Lakeview Capital Partners, LLC | 10,249 | $74.8K | 0.01% | +10,249 | New |
| Smith Anglin Financial, LLC | 10,300 | $75.2K | 0.01% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,460 | $76.4K | 0.02% | +10,460 | New |
| Gainplan LLC | 10,502 | $76.7K | 0.04% | +10,502 | New |
| Modus Advisors, LLC | 10,620 | $77.5K | 0.03% | +10,620 | New |
| Strategic Blueprint, LLC | 10,646 | $77.7K | 0.01% | +292+2.8% | Added |
| Moneta Group Investment Advisors LLC | 10,652 | $77.8K | 0.00% | −640−5.7% | Reduced |
| Rosenberg Matthew Hamilton | 10,800 | $78.0K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,700 | $78.0K | 0.00% | +10,700 | New |
| Quadcap Wealth Management, LLC | 10,686 | $78.0K | 0.02% | +570+5.6% | Added |
| Geneos Wealth Management Inc. | 10,742 | $78.4K | 0.00% | +617+6.1% | Added |
| Steele Capital Management, Inc. | 10,750 | $78.5K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 10,849 | $79.2K | 0.00% | 00.0% | Unchanged |
| StoneX Group Inc. | 10,884 | $79.5K | 0.01% | +10,884 | New |
| Envestnet Portfolio Solutions, Inc. | 10,890 | $79.5K | 0.00% | +10,890 | New |
| Prime Capital Investment Advisors, LLC | 10,897 | $79.5K | 0.00% | −1,795−14.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 10,997 | $80.3K | 0.04% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 11,000 | $80.3K | 0.01% | −13,500−55.1% | Reduced |
| Kesler, Norman & Wride, LLC | 11,000 | $80.3K | 0.02% | +11,000 | New |
| Wedmont Private Capital | 10,452 | $82.5K | 0.01% | −1,616−13.4% | Reduced |
| Jacobi Capital Management LLC | 11,390 | $83.1K | 0.01% | +500+4.6% | Added |
| KRS Capital Management, LLC | 11,420 | $83.4K | 0.07% | +11,420 | New |
| Clay Northam Wealth Management, LLC | 11,478 | $83.8K | 0.07% | +11,478 | New |
| Procyon Private Wealth Partners, LLC | 11,905 | $86.9K | 0.01% | +620+5.5% | Added |
| Cantor Fitzgerald, L. P. | 12,000 | $87.6K | 0.02% | −695−5.5% | Reduced |
| Transcend Wealth Collective, LLC | 12,048 | $88.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,108 | $88.4K | 0.02% | 00.0% | Unchanged |
| Prostatis Group LLC | 12,200 | $89.1K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 12,224 | $89.2K | 0.03% | +12,224 | New |
| NorthRock Partners, LLC | 12,245 | $89.4K | 0.00% | +12,245 | New |
| Insigneo Advisory Services, LLC | 12,253 | $89.4K | 0.01% | −1,010−7.6% | Reduced |
| Balboa Wealth Partners | 12,275 | $89.6K | 0.03% | −1,350−9.9% | Reduced |
| EverSource Wealth Advisors, LLC | 13,335 | $90.4K | 0.01% | +1,168+9.6% | Added |
| Thoroughbred Financial Services, LLC | 12,550 | $91.0K | 0.01% | +12,550 | New |
| Nebula Research & Development LLC | 12,686 | $92.6K | 0.02% | −25,335−66.6% | Reduced |
| Global Financial Private Client, LLC | 12,927 | $93.3K | 0.04% | +1,008+8.5% | Added |
| Main Street Financial Solutions, LLC | 12,841 | $93.7K | 0.01% | +224+1.8% | Added |
| Ballentine Partners, LLC | 13,155 | $96.0K | 0.00% | +842+6.8% | Added |
| Kingsview Wealth Management, LLC | 13,307 | $97.1K | 0.00% | +13,307 | New |
| Chevy Chase Trust Holdings, Inc. | 13,335 | $97.3K | 0.00% | +2,989+28.9% | Added |
| Teza Capital Management LLC | 13,406 | $97.9K | 0.01% | −49,507−78.7% | Reduced |
| Worth Financial Advisory Group, LLC | 13,410 | $97.9K | 0.07% | +150+1.1% | Added |
| Burr Financial Services, LLC | 13,900 | $98.1K | 0.08% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 13,500 | $98.5K | 0.02% | +13,500 | New |
| Chapin Davis, Inc. | 13,525 | $98.7K | 0.04% | +300+2.3% | Added |
| Independent Advisor Alliance | 13,610 | $99.4K | 0.00% | −7,932−36.8% | Reduced |