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 |
|---|---|---|---|---|---|
| Moseley Investment Management Inc | 30,680 | $224.0K | 0.11% | +4,021+15.1% | Added |
| TCG Advisory Services, LLC | 30,792 | $224.8K | 0.01% | +30,792 | New |
| Umb Bank N A | 31,237 | $228.0K | 0.00% | +8,278+36.1% | Added |
| Dynamic Advisor Solutions LLC | 31,276 | $228.3K | 0.01% | +10,500+50.5% | Added |
| Steward Partners Investment Advisory, LLC | 31,596 | $230.7K | 0.00% | −110,938−77.8% | Reduced |
| Hexagon Capital Partners LLC | 32,122 | $234.5K | 0.05% | +285+0.9% | Added |
| Tower Research Capital LLC (TRC) | 33,273 | $242.9K | 0.01% | +23,677+246.7% | Added |
| M Holdings Securities, Inc. | 33,390 | $244.0K | 0.04% | −2,400−6.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 33,535 | $244.8K | 0.02% | −2,000−5.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 33,544 | $244.9K | 0.05% | +33,544 | New |
| Archford Capital Strategies, LLC | 33,642 | $245.6K | 0.04% | +33,642 | New |
| Toroso Investments, LLC | 33,733 | $246.3K | 0.00% | +4,459+15.2% | Added |
| Xponance, Inc. | 34,510 | $251.9K | 0.00% | +1,779+5.4% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 35,220 | $257.1K | 0.08% | +10,143+40.4% | Added |
| Drive Wealth Management, LLC | 35,276 | $257.5K | 0.07% | −560−1.6% | Reduced |
| Foundations Investment Advisors, LLC | 35,295 | $257.7K | 0.01% | +2,103+6.3% | Added |
| SEI Investments Co | 35,837 | $261.6K | 0.00% | −3,000−7.7% | Reduced |
| Signaturefd, LLC | 35,891 | $262.0K | 0.01% | +3,100+9.5% | Added |
| Gladstone Institutional Advisory LLC | 36,110 | $263.6K | 0.01% | −1,590−4.2% | Reduced |
| Global Retirement Partners, LLC | 36,829 | $268.9K | 0.01% | +29,950+435.4% | Added |
| Gabelli Funds LLC | 37,000 | $270.1K | 0.00% | +5,000+15.6% | Added |
| Belpointe Asset Management LLC | 37,392 | $273.0K | 0.02% | +15,767+72.9% | Added |
| Level Four Advisory Services, LLC | 28,064 | $279.2K | 0.02% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 38,344 | $279.9K | 0.15% | −5,507−12.6% | Reduced |
| Quinn Opportunity Partners LLC | 39,000 | $284.7K | 0.03% | +39,000 | New |
| National Bank of Canada | 41,118 | $284.9K | 0.00% | +11,210+37.5% | Added |
| McGuire Investment Group, LLC | 39,950 | $291.6K | 0.04% | +3,700+10.2% | Added |
| Soltis Investment Advisors LLC | 40,428 | $295.1K | 0.03% | +5,713+16.5% | Added |
| Neuberger Berman Group LLC | 40,570 | $296.2K | 0.00% | −9,853−19.5% | Reduced |
| Independent Financial Group, LLC | 40,685 | $297.0K | 0.01% | −5,633−12.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 40,726 | $297.3K | 0.03% | −31,234−43.4% | Reduced |
| Engineers Gate Manager LP | 40,736 | $297.4K | 0.01% | +40,736 | New |
| Valeo Financial Advisors, LLC | 39,716 | $301.8K | 0.01% | −3,000−7.0% | Reduced |
| Kestra Private Wealth Services, LLC | 41,566 | $303.4K | 0.01% | −4,397−9.6% | Reduced |
| CWM, LLC | 42,133 | $308.0K | 0.00% | +3,412+8.8% | Added |
| Perigon Wealth Management, LLC | 42,196 | $308.0K | 0.01% | −2,603−5.8% | Reduced |
| Fortis Advisors, LLC | 42,550 | $310.6K | 0.21% | 00.0% | Unchanged |
| Davenport & Co LLC | 42,641 | $311.3K | 0.00% | +21,879+105.4% | Added |
| Aldebaran Financial Inc. | 42,745 | $312.0K | 0.47% | −3,375−7.3% | Reduced |
| Pathway Financial Advisers, LLC | 43,256 | $315.8K | 0.11% | +8,600+24.8% | Added |
| River Street Advisors LLC | 43,282 | $316.0K | 0.21% | +7,868+22.2% | Added |
| Lincoln National Corp | 43,384 | $316.7K | 0.00% | −1,271−2.8% | Reduced |
| Russell Investments Group, Ltd. | 43,624 | $318.5K | 0.00% | +33,732+341.0% | Added |
| Atomi Financial Group, Inc. | 45,204 | $330.0K | 0.03% | −3,412−7.0% | Reduced |
| Wealthfront Advisers LLC | 45,431 | $331.6K | 0.00% | +26,795+143.8% | Added |
| Sigma Planning Corp | 46,001 | $335.8K | 0.01% | +32,008+228.7% | Added |
| Lauer Wealth, LLC | 44,257 | $338.1K | 0.29% | +12,700+40.2% | Added |
| Western Wealth Management, LLC | 46,711 | $341.0K | 0.03% | +46,711 | New |
| Empowered Funds, LLC | 47,854 | $349.3K | 0.01% | +8,707+22.2% | Added |
| Advisory Services Network, LLC | 47,876 | $349.5K | 0.01% | −13,241−21.7% | Reduced |
| Bridgefront Capital, LLC | 49,066 | $358.2K | 0.27% | +49,066 | New |
| Stratos Wealth Advisors, LLC | 49,112 | $358.5K | 0.02% | +28,696+140.6% | Added |
| Arkadios Wealth Advisors | 49,647 | $362.4K | 0.03% | +1,106+2.3% | Added |
| Carolinas Wealth Consulting LLC | 50,000 | $365.0K | 0.07% | +30,000+150.0% | Added |
| Janney Montgomery Scott LLC | 50,740 | $370.0K | 0.00% | −62,300−55.1% | Reduced |
| Deutsche Bank AG | 51,698 | $377.4K | 0.00% | −150,233−74.4% | Reduced |
| Tradition Wealth Management, LLC | 52,410 | $382.6K | 0.04% | +19,194+57.8% | Added |
| Integrated Advisors Network LLC | 52,560 | $383.7K | 0.02% | +1,798+3.5% | Added |
| Amalgamated Bank | 52,868 | $386.0K | 0.00% | −78,517−59.8% | Reduced |
| Aquatic Capital Management LLC | 53,000 | $386.9K | 0.01% | −208,800−79.8% | Reduced |
| JustInvest LLC | 53,236 | $388.6K | 0.01% | +415+0.8% | Added |
| Alta Wealth Advisors LLC | 53,449 | $390.2K | 0.20% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 53,849 | $393.1K | 0.00% | +2,095+4.0% | Added |
| Nwam LLC | 57,421 | $405.4K | 0.03% | +18,263+46.6% | Added |
| Venture Visionary Partners LLC | 55,833 | $407.6K | 0.02% | +15,901+39.8% | Added |
| FMR LLC | 57,038 | $416.4K | 0.00% | −1,744−3.0% | Reduced |
| Means Investment Co., Inc. | 57,692 | $421.1K | 0.05% | −3,086−5.1% | Reduced |
| Wellington Management Group LLP | 57,995 | $423.4K | 0.00% | −4,551−7.3% | Reduced |
| San Luis Wealth Advisors LLC | 58,827 | $429.0K | 0.23% | −154−0.3% | Reduced |
| Xcel Wealth Management, LLC | 59,770 | $436.3K | 0.14% | +48,470+428.9% | Added |
| Great Valley Advisor Group, Inc. | 59,808 | $436.6K | 0.01% | +1,532+2.6% | Added |
| CIBC Private Wealth Group, LLC | 61,315 | $442.7K | 0.00% | −4,470−6.8% | Reduced |
| VitalStone Financial, LLC | 60,706 | $443.0K | 0.34% | −17,192−22.1% | Reduced |
| US Bancorp | 60,763 | $443.6K | 0.00% | +40,743+203.5% | Added |
| PFG Investments, LLC | 62,222 | $454.2K | 0.03% | +32,567+109.8% | Added |
| Consolidated Investment Group LLC | 63,000 | $460.0K | 0.07% | 00.0% | Unchanged |
| Prudential Financial Inc | 63,509 | $463.6K | 0.00% | +5,293+9.1% | Added |
| Freestone Capital Holdings, LLC | 64,350 | $469.8K | 0.02% | +64,350 | New |
| Hilltop Holdings Inc. | 64,675 | $472.1K | 0.05% | +7,596+13.3% | Added |
| Solidarilty Wealth, LLC | 65,661 | $479.3K | 0.15% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 65,740 | $482.0K | 0.00% | −14,752−18.3% | Reduced |
| Rafferty Asset Management, LLC | 66,503 | $485.5K | 0.00% | −7,802−10.5% | Reduced |
| Harbour Investments, Inc. | 66,581 | $486.0K | 0.02% | +5,916+9.8% | Added |
| Marex Group plc | 66,598 | $486.2K | 0.02% | +25,146+60.7% | Added |
| Y.D. More Investments Ltd | 67,039 | $489.4K | 0.09% | −13,768−17.0% | Reduced |
| CI Private Wealth, LLC | 67,149 | $490.2K | 0.00% | −3,172−4.5% | Reduced |
| Concurrent Investment Advisors, LLC | 67,205 | $490.6K | 0.02% | +11,075+19.7% | Added |
| Gsa Capital Partners LLP | 67,562 | $493.0K | 0.04% | +20,513+43.6% | Added |
| Wolff Wiese Magana LLC | 68,228 | $498.1K | 0.43% | +1,286+1.9% | Added |
| Maryland State Retirement & Pension System | 72,493 | $516.9K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 71,947 | $525.2K | 0.00% | +27,687+62.6% | Added |
| Strategic Advocates LLC | 72,430 | $528.7K | 0.20% | +7,088+10.8% | Added |
| AQR Capital Management LLC | 72,526 | $529.4K | 0.00% | −34,957−32.5% | Reduced |
| Baird Financial Group, Inc. | 73,433 | $536.1K | 0.00% | +8,251+12.7% | Added |
| Centiva Capital, LP | 74,707 | $545.4K | 0.03% | +59,707+398.0% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $546.8K | 0.13% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 76,520 | $559.0K | 0.00% | 00.0% | Unchanged |
| Verition Fund Management LLC | 77,108 | $562.9K | 0.01% | −40,861−34.6% | Reduced |
| HAP Trading, LLC | 77,787 | $567.8K | 0.18% | +4,940+6.8% | Added |
| Monashee Investment Management LLC | 80,000 | $584.0K | 0.07% | +80,000 | New |