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 |
|---|---|---|---|---|---|
| Truefg, LLC | 13,800 | $100.7K | 0.04% | +850+6.6% | Added |
| J.W. Cole Advisors, Inc. | 13,825 | $100.8K | 0.01% | +700+5.3% | Added |
| Crewe Advisors LLC | 13,834 | $101.0K | 0.01% | +13,834 | New |
| Cooper/Haims Advisors, LLC | 13,875 | $101.3K | 0.06% | +275+2.0% | Added |
| TD Waterhouse Canada Inc. | 12,516 | $101.4K | 0.00% | +4,693+60.0% | Added |
| Bleakley Financial Group, LLC | 13,959 | $101.9K | 0.00% | +2,766+24.7% | Added |
| Simplicity Wealth,LLC | 13,959 | $101.9K | 0.00% | +13,959 | New |
| Visionary Wealth Advisors | 13,984 | $102.1K | 0.01% | −1,500−9.7% | Reduced |
| Capital Advisors Inc | 31,896 | $102.3K | 0.00% | +19,700+161.5% | Added |
| The PNC Financial Services Group, Inc. | 14,505 | $105.9K | 0.00% | +3,274+29.2% | Added |
| Avestar Capital, LLC | 14,582 | $106.4K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 14,500 | $107.0K | 0.00% | +2,000+16.0% | Added |
| Elkhorn Partners Limited Partnership | 14,800 | $108.0K | 0.08% | +200+1.4% | Added |
| Caption Management, LLC | 14,797 | $108.0K | 0.01% | +14,797 | New |
| SG Americas Securities, LLC | 14,868 | $109.0K | 0.00% | −17,418−53.9% | Reduced |
| MidWestOne Financial Group, Inc. | 14,974 | $109.3K | 0.02% | +1,572+11.7% | Added |
| Gotham Asset Management, LLC | 14,997 | $109.5K | 0.00% | −32−0.2% | Reduced |
| Northwest Wealth Management, LLC | 15,000 | $109.5K | 0.03% | +5,000+50.0% | Added |
| Vivaldi Capital Management, LLC | 15,788 | $109.6K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 15,028 | $109.7K | 0.03% | +5,116+51.6% | Added |
| Aspiriant, LLC | 15,633 | $114.1K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 15,950 | $115.3K | 0.04% | +827+5.5% | Added |
| Riverwood Capital Management Ltd. | 16,077 | $117.4K | 0.23% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,187 | $118.2K | 0.02% | −592−3.5% | Reduced |
| Albion Financial Group | 16,415 | $119.8K | 0.01% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 16,500 | $120.5K | 0.06% | −1,750−9.6% | Reduced |
| Buckingham Strategic Wealth, LLC | 16,754 | $122.3K | 0.00% | +3,694+28.3% | Added |
| Financial Advisory Service, Inc. | 16,820 | $122.8K | 0.01% | +1,000+6.3% | Added |
| Watts Gwilliam & Co., LLC | 16,697 | $124.7K | 0.04% | +16,697 | New |
| Resources Investment Advisors, LLC. | 17,398 | $127.0K | 0.00% | −1,016−5.5% | Reduced |
| AE Wealth Management LLC | 17,424 | $127.2K | 0.00% | −77,345−81.6% | Reduced |
| Buckingham Strategic Partners | 17,656 | $128.9K | 0.00% | +17,656 | New |
| Guggenheim Capital LLC | 18,411 | $134.4K | 0.00% | +18,411 | New |
| Regal Investment Advisors LLC | 18,434 | $134.6K | 0.01% | −1,740−8.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 18,438 | $134.6K | 0.00% | +18,438 | New |
| Pointe Capital Management LLC | 18,490 | $135.0K | 0.08% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 18,512 | $135.1K | 0.01% | −1,148−5.8% | Reduced |
| MetLife Investment Management | 18,541 | $135.3K | 0.00% | +384+2.1% | Added |
| Mainstay Capital Management LLC | 18,726 | $136.7K | 0.03% | +376+2.0% | Added |
| Bensler, LLC | 18,730 | $136.7K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 18,746 | $136.8K | 0.02% | +297+1.6% | Added |
| Waldron Private Wealth LLC | 18,798 | $137.2K | 0.01% | +18,798 | New |
| Zions Bancorporation, N.A. | 19,081 | $139.3K | 0.01% | −4,826−20.2% | Reduced |
| Ieq Capital, LLC | 19,174 | $140.0K | 0.00% | 00.0% | Unchanged |
| DDFG, Inc | 19,280 | $140.7K | 0.04% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 19,412 | $141.7K | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 19,689 | $144.0K | 0.00% | +2,675+15.7% | Added |
| Probity Advisors, Inc. | 19,737 | $144.1K | 0.03% | +5,351+37.2% | Added |
| Fox Run Management, L.L.C. | 19,932 | $145.5K | 0.03% | +19,932 | New |
| Oak Harbor Wealth Partners, LLC | 20,000 | $146.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20,000 | $146.0K | 0.01% | +5,000+33.3% | Added |
| Ionic Capital Management LLC | 20,000 | $146.0K | 0.09% | +20,000 | New |
| Laird Norton Trust Company, LLC | 20,261 | $147.9K | 0.02% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 20,409 | $149.0K | 0.02% | +500+2.5% | Added |
| Independent Wealth Network Inc. | 20,426 | $149.1K | 0.07% | +825+4.2% | Added |
| Merit Financial Group, LLC | 21,499 | $149.6K | 0.00% | +2,305+12.0% | Added |
| Jones Financial Companies LLLP | 20,678 | $150.9K | 0.00% | +16,295+371.8% | Added |
| CIBC Asset Management Inc | 21,178 | $154.6K | 0.00% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 21,297 | $155.5K | 0.00% | +262+1.2% | Added |
| Orion Portfolio Solutions, LLC | 21,297 | $155.5K | 0.00% | +262+1.2% | Added |
| Marathon Trading Investment Management LLC | 21,300 | $155.5K | 0.06% | +200+0.9% | Added |
| Concorde Asset Management, LLC | 22,074 | $161.1K | 0.11% | +3,300+17.6% | Added |
| Trueblood Wealth Management, LLC | 22,103 | $161.4K | 0.09% | +6,426+41.0% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $162.8K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 22,613 | $165.1K | 0.00% | +22,613 | New |
| Brown Advisory Inc | 22,703 | $165.7K | 0.00% | −12,276−35.1% | Reduced |
| Interchange Capital Partners, LLC | 21,141 | $167.0K | 0.11% | +21,141 | New |
| Panoramic Investment Advisors, LLC | 23,000 | $167.9K | 0.12% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 23,151 | $169.0K | 0.00% | −58,201−71.5% | Reduced |
| Manchester Financial Inc | 23,698 | $173.0K | 0.05% | +242+1.0% | Added |
| Comerica Bank | 23,782 | $173.6K | 0.00% | +5,071+27.1% | Added |
| International Assets Investment Management, LLC | 24,125 | $174.2K | 0.02% | −1,550−6.0% | Reduced |
| CoreCap Advisors, LLC | 23,875 | $174.3K | 0.01% | +23,875 | New |
| Coordinated Financial Services, Inc. | 23,900 | $174.5K | 0.15% | +23,900 | New |
| HB Wealth Management, LLC | 24,086 | $175.8K | 0.00% | +24,086 | New |
| Captrust Financial Advisors | 24,140 | $176.2K | 0.00% | −32,274−57.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,257 | $177.3K | 0.00% | +24,257 | New |
| Harel Insurance Investments & Financial Services Ltd. | 24,481 | $179.0K | 0.00% | +24,481 | New |
| Forum Financial Management, LP | 24,572 | $179.4K | 0.00% | +37+0.2% | Added |
| Founders Financial Securities LLC | 25,060 | $182.9K | 0.02% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 25,100 | $183.2K | 0.06% | −1,430−5.4% | Reduced |
| Diversified Trust Co | 25,332 | $184.9K | 0.01% | +6,880+37.3% | Added |
| Axxcess Wealth Management, LLC | 25,405 | $185.5K | 0.01% | +25,405 | New |
| Options Solutions, LLC | 25,466 | $185.9K | 0.11% | +25,466 | New |
| Cutler Group LP | 25,946 | $189.0K | 0.10% | −15,331−37.1% | Reduced |
| Columbia Asset Management | 11,185 | $192.0K | 0.04% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 26,338 | $192.3K | 0.07% | −13,066−33.2% | Reduced |
| Wealthcare Advisory Partners LLC | 26,666 | $194.7K | 0.01% | +9,283+53.4% | Added |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $196.6K | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 27,350 | $199.7K | 0.10% | +3,830+16.3% | Added |
| Wellington Wealth Strategies, LLC. | 27,728 | $202.4K | 0.10% | −17,320−38.4% | Reduced |
| SeaCrest Wealth Management, LLC | 27,810 | $203.0K | 0.02% | −3,451−11.0% | Reduced |
| Axim Planning & Wealth | 28,000 | $204.4K | 0.17% | +6,000+27.3% | Added |
| Quest Partners LLC | 28,232 | $206.1K | 0.04% | +13,527+92.0% | Added |
| EntryPoint Capital, LLC | 28,796 | $210.2K | 0.19% | +16,464+133.5% | Added |
| Good Life Advisors, LLC | 28,978 | $211.5K | 0.02% | +12,480+75.6% | Added |
| Pinnacle Associates Ltd | 29,047 | $212.0K | 0.00% | +29,047 | New |
| Balentine LLC | 29,288 | $213.8K | 0.01% | −1,584−5.1% | Reduced |
| Integrated Wealth Concepts LLC | 30,000 | $219.0K | 0.00% | +19,395+182.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 30,000 | $219.0K | 0.02% | +15,000+100.0% | Added |