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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 82,826,257 | $604.6M | 0.01% | +1,366,271+1.7% | Added |
| SageView Advisory Group, LLC | 2,097 | – | – | +2,097 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,608,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −1,475,062−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −1,171,449−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −721,163−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −610,129−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −495,652−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −480,927−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −450,534−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −444,095−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −393,961−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −377,890−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −320,457−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −185,001−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −168,495−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −167,923−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −116,098−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −110,049−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −87,645−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −75,425−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −62,500−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −61,492−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −58,995−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −43,793−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −31,050−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −30,281−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −20,085−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −19,827−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −18,594−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −15,223−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −13,988−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −12,947−100.0% | Sold out |
| Bulltick Wealth Management, LLC | 0 | $0 | 0.00% | −12,937−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −11,539−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,805−100.0% | Sold out |
| Washburn Capital Management, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −10,025−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −9,594−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −4,529−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −2,738−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −2,456−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,048−100.0% | Sold out |
| Hoey Investments, Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,450−100.0% | Sold out |
| Ables, Iannone, Moore & Associates, Inc. | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −1,181−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Annapolis Financial Services, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −757−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Winthrop Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Clarity Asset Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| DFPG Investments, LLC | – | – | – | – | Not filed |
| AtonRa Partners | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Provence Wealth Management Group | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Coppell Advisory Solutions LLC | – | – | – | – | Not filed |