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 |
|---|---|---|---|---|---|
| Greenland Capital Management LP | 80,000 | $584.0K | 0.10% | +80,000 | New |
| Principal Financial Group Inc | 80,650 | $588.7K | 0.00% | +21,805+37.1% | Added |
| Miracle Mile Advisors, LLC | 81,350 | $593.9K | 0.01% | +3,000+3.8% | Added |
| Perennial Investment Advisors, LLC | 82,060 | $599.0K | 0.09% | +4,802+6.2% | Added |
| D.A. Davidson & Co. | 83,163 | $607.1K | 0.01% | +2,991+3.7% | Added |
| DnB Asset Management AS | 83,237 | $607.6K | 0.00% | −112,190−57.4% | Reduced |
| Lakeshore Financial Planning, Inc. | 83,306 | $608.1K | 0.31% | +83,306 | New |
| Axq Capital, LP | 89,500 | $653.4K | 0.16% | +70,300+366.1% | Added |
| Kestra Advisory Services, LLC | 89,573 | $653.9K | 0.00% | +18,647+26.3% | Added |
| Matisse Capital | 89,660 | $654.5K | 0.31% | +775+0.9% | Added |
| IFP Advisors, Inc | 89,970 | $656.8K | 0.03% | +37,302+70.8% | Added |
| Virtu Financial LLC | 91,736 | $670.0K | 0.05% | +91,736 | New |
| Blueshift Asset Management, LLC | 93,020 | $679.0K | 0.35% | +93,020 | New |
| Equitable Holdings, Inc. | 95,465 | $696.9K | 0.01% | +18,967+24.8% | Added |
| Avantax Advisory Services, Inc. | 97,219 | $709.7K | 0.01% | +15,461+18.9% | Added |
| Entropy Technologies, LP | 99,374 | $725.4K | 0.08% | +99,374 | New |
| Pegasus Asset Management, Inc. | 101,985 | $744.5K | 0.29% | +3,656+3.7% | Added |
| Capital Advisors Wealth Management, LLC | 102,513 | $748.3K | 0.16% | +3,150+3.2% | Added |
| Prospera Financial Services Inc | 106,813 | $779.7K | 0.02% | +11,782+12.4% | Added |
| Pictet Asset Management Holding SA | 107,397 | $784.0K | 0.00% | +1,494+1.4% | Added |
| Stratos Wealth Partners, LTD. | 108,522 | $792.2K | 0.01% | −2,642−2.4% | Reduced |
| Kennedy Investment Group | 110,900 | $809.6K | 0.43% | −500−0.4% | Reduced |
| Voya Investment Management LLC | 114,152 | $833.3K | 0.00% | −2,747−2.3% | Reduced |
| HighPoint Advisor Group LLC | 117,521 | $836.0K | 0.06% | +951+0.8% | Added |
| Victory Capital Management Inc | 119,075 | $869.2K | 0.00% | −413−0.3% | Reduced |
| Colony Group, LLC | 120,413 | $879.0K | 0.01% | +307+0.3% | Added |
| Cubist Systematic Strategies, LLC | 121,782 | $889.0K | 0.01% | +121,782 | New |
| Alliance Wealth Advisors, LLC | 121,880 | $889.7K | 0.27% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 125,315 | $914.8K | 0.11% | +7,502+6.4% | Added |
| Icapital Wealth LLC | 128,715 | $939.6K | 0.55% | +128,715 | New |
| ExodusPoint Capital Management, LP | 135,701 | $991.0K | 0.01% | +41,976+44.8% | Added |
| HST Ventures, LLC | 137,931 | $1.01M | 0.41% | +137,931 | New |
| National Asset Management, Inc. | 127,136 | $1.02M | 0.03% | +6,488+5.4% | Added |
| LM Advisors LLC | 143,854 | $1.05M | 0.17% | −24,000−14.3% | Reduced |
| Envestnet Asset Management Inc | 144,589 | $1.06M | 0.00% | +103,809+254.6% | Added |
| STRS Ohio | 148,686 | $1.08M | 0.00% | +49,908+50.5% | Added |
| Truist Financial Corp | 149,743 | $1.09M | 0.00% | +14,475+10.7% | Added |
| Prentice Capital Management, LP | 150,000 | $1.09M | 2.60% | +150,000 | New |
| Creative Planning | 155,508 | $1.14M | 0.00% | +20,351+15.1% | Added |
| Acorn Financial Advisory Services Inc | 158,849 | $1.16M | 0.22% | −1,463−0.9% | Reduced |
| Jump Financial, LLC | 159,882 | $1.17M | 0.03% | −132,510−45.3% | Reduced |
| Utah Retirement Systems | 160,300 | $1.17M | 0.01% | +900+0.6% | Added |
| HSBC Holdings PLC | 164,377 | $1.20M | 0.00% | +153,314+1,385.8% | Added |
| Stifel Financial Corp | 166,459 | $1.22M | 0.00% | +63,958+62.4% | Added |
| Pathstone Holdings, LLC | 168,832 | $1.23M | 0.01% | +46,823+38.4% | Added |
| Spire Wealth Management | 171,732 | $1.25M | 0.03% | −4,400−2.5% | Reduced |
| Firethorn Wealth Partners, LLC | 171,979 | $1.26M | 0.74% | +20,763+13.7% | Added |
| Parallax Volatility Advisers, L.P. | 172,242 | $1.26M | 0.04% | +85,566+98.7% | Added |
| Nomura Holdings Inc | 173,863 | $1.27M | 0.01% | +173,863 | New |
| Handelsbanken Fonder AB | 174,000 | $1.27M | 0.01% | +17,200+11.0% | Added |
| Beacon Pointe Advisors, LLC | 176,114 | $1.29M | 0.01% | +71,991+69.1% | Added |
| Vontobel Holding Ltd. | 176,253 | $1.29M | 0.01% | −3,472−1.9% | Reduced |
| We Are One Seven, LLC | 178,634 | $1.30M | 0.07% | −516−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 179,395 | $1.31M | 0.00% | +62,748+53.8% | Added |
| Estate Counselors, LLC | 180,580 | $1.32M | 0.15% | +180,580 | New |
| Burney Co | 181,434 | $1.32M | 0.05% | +181,434 | New |
| Brevan Howard Capital Management LP | 181,686 | $1.33M | 0.12% | +121,406+201.4% | Added |
| Great West Life Assurance Co | 182,804 | $1.33M | 0.00% | +93,766+105.3% | Added |
| Reynders McVeigh Capital Management, LLC | 183,743 | $1.34M | 0.08% | +35,935+24.3% | Added |
| Well Done, LLC | 183,918 | $1.34M | 0.26% | +11,065+6.4% | Added |
| Mark Asset Management LP | 189,389 | $1.38M | 0.19% | +189,389 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193,295 | $1.41M | 0.00% | −1,540−0.8% | Reduced |
| Private Advisor Group, LLC | 200,872 | $1.47M | 0.01% | +9,049+4.7% | Added |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.47M | 0.11% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 214,599 | $1.57M | 0.00% | −30,422−12.4% | Reduced |
| Nisa Investment Advisors, LLC | 219,700 | $1.60M | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 220,199 | $1.61M | 0.03% | +197,025+850.2% | Added |
| Algert Global LLC | 223,710 | $1.63M | 0.06% | +55,160+32.7% | Added |
| Two Sigma Securities, LLC | 224,453 | $1.64M | 0.08% | −614,082−73.2% | Reduced |
| Oppenheimer & Co Inc | 229,804 | $1.68M | 0.03% | +24,699+12.0% | Added |
| Twinbeech Capital LP | 232,156 | $1.69M | 0.03% | +232,156 | New |
| Manufacturers Life Insurance Company, The | 233,620 | $1.71M | 0.00% | +51,709+28.4% | Added |
| AXA S.A. | 235,627 | $1.72M | 0.01% | −114,373−32.7% | Reduced |
| HighTower Advisors, LLC | 239,634 | $1.75M | 0.00% | +54,264+29.3% | Added |
| Norris Financial Group, LLC | 239,325 | $1.75M | 0.96% | +17,561+7.9% | Added |
| Second Line Capital, LLC | 241,246 | $1.76M | 0.57% | +3,700+1.6% | Added |
| Belmont Capital, LLC | 242,350 | $1.77M | 0.48% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 243,114 | $1.77M | 0.01% | −244,862−50.2% | Reduced |
| Bayesian Capital Management, LP | 246,600 | $1.80M | 0.17% | +67,066+37.4% | Added |
| Once Capital Management, LLC | 250,000 | $1.82M | 1.07% | −100,000−28.6% | Reduced |
| Arizona State Retirement System | 250,310 | $1.83M | 0.01% | −2,008−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 250,825 | $1.83M | 0.04% | +12,097+5.1% | Added |
| Summit Trail Advisors, LLC | 259,916 | $1.90M | 0.05% | +16,847+6.9% | Added |
| Van Eck Associates Corp | 288,438 | $2.11M | 0.00% | +96,845+50.5% | Added |
| Newbridge Financial Services Group, Inc. | 289,476 | $2.11M | 0.92% | −4,472−1.5% | Reduced |
| GWM Advisors LLC | 319,226 | $2.33M | 0.02% | −10,878−3.3% | Reduced |
| Old Second National Bank of Aurora | 335,755 | $2.45M | 0.64% | +17,388+5.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 354,708 | $2.59M | 0.00% | −196,626−35.7% | Reduced |
| Triumph Capital Management | 362,385 | $2.62M | 1.07% | +72,142+24.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 360,902 | $2.63M | 0.01% | +249,352+223.5% | Added |
| Public Employees Retirement System of Ohio | 363,812 | $2.66M | 0.01% | −26,955−6.9% | Reduced |
| D. E. Shaw & Co., Inc. | 373,911 | $2.73M | 0.00% | −1,419,128−79.1% | Reduced |
| EP Wealth Advisors, LLC | 376,722 | $2.75M | 0.03% | −300−0.1% | Reduced |
| Clarity Capital Partners LLC | 386,318 | $2.82M | 1.86% | +47,324+14.0% | Added |
| Alliancebernstein L.P. | 386,380 | $2.82M | 0.00% | −1,686−0.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 388,367 | $2.84M | 0.00% | +40,962+11.8% | Added |
| American Century Companies Inc | 398,723 | $2.91M | 0.00% | +170,635+74.8% | Added |
| Convergence Financial, LLC | 400,010 | $2.92M | 1.21% | +150,000+60.0% | Added |
| Wolverine Trading, LLC | 400,584 | $2.92M | 0.03% | +298,717+293.2% | Added |
| Raymond James & Associates | 404,662 | $2.95M | 0.00% | +105,012+35.0% | Added |