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 |
|---|---|---|---|---|---|
| Millennium Management LLC | 405,678 | $2.96M | 0.00% | −5,011,424−92.5% | Reduced |
| Raymond James & Associates | 404,662 | $2.95M | 0.00% | +105,012+35.0% | Added |
| Wolverine Trading, LLC | 400,584 | $2.92M | 0.03% | +298,717+293.2% | Added |
| Convergence Financial, LLC | 400,010 | $2.92M | 1.21% | +150,000+60.0% | Added |
| American Century Companies Inc | 398,723 | $2.91M | 0.00% | +170,635+74.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 388,367 | $2.84M | 0.00% | +40,962+11.8% | Added |
| Alliancebernstein L.P. | 386,380 | $2.82M | 0.00% | −1,686−0.4% | Reduced |
| Clarity Capital Partners LLC | 386,318 | $2.82M | 1.86% | +47,324+14.0% | Added |
| EP Wealth Advisors, LLC | 376,722 | $2.75M | 0.03% | −300−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 373,911 | $2.73M | 0.00% | −1,419,128−79.1% | Reduced |
| Public Employees Retirement System of Ohio | 363,812 | $2.66M | 0.01% | −26,955−6.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 360,902 | $2.63M | 0.01% | +249,352+223.5% | Added |
| Triumph Capital Management | 362,385 | $2.62M | 1.07% | +72,142+24.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 354,708 | $2.59M | 0.00% | −196,626−35.7% | Reduced |
| Old Second National Bank of Aurora | 335,755 | $2.45M | 0.64% | +17,388+5.5% | Added |
| GWM Advisors LLC | 319,226 | $2.33M | 0.02% | −10,878−3.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 289,476 | $2.11M | 0.92% | −4,472−1.5% | Reduced |
| Van Eck Associates Corp | 288,438 | $2.11M | 0.00% | +96,845+50.5% | Added |
| Summit Trail Advisors, LLC | 259,916 | $1.90M | 0.05% | +16,847+6.9% | Added |
| Aptus Capital Advisors, LLC | 250,825 | $1.83M | 0.04% | +12,097+5.1% | Added |
| Arizona State Retirement System | 250,310 | $1.83M | 0.01% | −2,008−0.8% | Reduced |
| Once Capital Management, LLC | 250,000 | $1.82M | 1.07% | −100,000−28.6% | Reduced |
| Bayesian Capital Management, LP | 246,600 | $1.80M | 0.17% | +67,066+37.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 243,114 | $1.77M | 0.01% | −244,862−50.2% | Reduced |
| Belmont Capital, LLC | 242,350 | $1.77M | 0.48% | 00.0% | Unchanged |
| Second Line Capital, LLC | 241,246 | $1.76M | 0.57% | +3,700+1.6% | Added |
| Norris Financial Group, LLC | 239,325 | $1.75M | 0.96% | +17,561+7.9% | Added |
| HighTower Advisors, LLC | 239,634 | $1.75M | 0.00% | +54,264+29.3% | Added |
| AXA S.A. | 235,627 | $1.72M | 0.01% | −114,373−32.7% | Reduced |
| Manufacturers Life Insurance Company, The | 233,620 | $1.71M | 0.00% | +51,709+28.4% | Added |
| Twinbeech Capital LP | 232,156 | $1.69M | 0.03% | +232,156 | New |
| Oppenheimer & Co Inc | 229,804 | $1.68M | 0.03% | +24,699+12.0% | Added |
| Two Sigma Securities, LLC | 224,453 | $1.64M | 0.08% | −614,082−73.2% | Reduced |
| Algert Global LLC | 223,710 | $1.63M | 0.06% | +55,160+32.7% | Added |
| Quantinno Capital Management LP | 220,199 | $1.61M | 0.03% | +197,025+850.2% | Added |
| Nisa Investment Advisors, LLC | 219,700 | $1.60M | 0.01% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 214,599 | $1.57M | 0.00% | −30,422−12.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.47M | 0.11% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 200,872 | $1.47M | 0.01% | +9,049+4.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 193,295 | $1.41M | 0.00% | −1,540−0.8% | Reduced |
| Mark Asset Management LP | 189,389 | $1.38M | 0.19% | +189,389 | New |
| Well Done, LLC | 183,918 | $1.34M | 0.26% | +11,065+6.4% | Added |
| Reynders McVeigh Capital Management, LLC | 183,743 | $1.34M | 0.08% | +35,935+24.3% | Added |
| Great West Life Assurance Co | 182,804 | $1.33M | 0.00% | +93,766+105.3% | Added |
| Brevan Howard Capital Management LP | 181,686 | $1.33M | 0.12% | +121,406+201.4% | Added |
| Burney Co | 181,434 | $1.32M | 0.05% | +181,434 | New |
| Estate Counselors, LLC | 180,580 | $1.32M | 0.15% | +180,580 | New |
| Northwestern Mutual Wealth Management Co | 179,395 | $1.31M | 0.00% | +62,748+53.8% | Added |
| We Are One Seven, LLC | 178,634 | $1.30M | 0.07% | −516−0.3% | Reduced |
| Vontobel Holding Ltd. | 176,253 | $1.29M | 0.01% | −3,472−1.9% | Reduced |
| Beacon Pointe Advisors, LLC | 176,114 | $1.29M | 0.01% | +71,991+69.1% | Added |
| Handelsbanken Fonder AB | 174,000 | $1.27M | 0.01% | +17,200+11.0% | Added |
| Nomura Holdings Inc | 173,863 | $1.27M | 0.01% | +173,863 | New |
| Parallax Volatility Advisers, L.P. | 172,242 | $1.26M | 0.04% | +85,566+98.7% | Added |
| Firethorn Wealth Partners, LLC | 171,979 | $1.26M | 0.74% | +20,763+13.7% | Added |
| Spire Wealth Management | 171,732 | $1.25M | 0.03% | −4,400−2.5% | Reduced |
| Pathstone Holdings, LLC | 168,832 | $1.23M | 0.01% | +46,823+38.4% | Added |
| Stifel Financial Corp | 166,459 | $1.22M | 0.00% | +63,958+62.4% | Added |
| HSBC Holdings PLC | 164,377 | $1.20M | 0.00% | +153,314+1,385.8% | Added |
| Utah Retirement Systems | 160,300 | $1.17M | 0.01% | +900+0.6% | Added |
| Jump Financial, LLC | 159,882 | $1.17M | 0.03% | −132,510−45.3% | Reduced |
| Acorn Financial Advisory Services Inc | 158,849 | $1.16M | 0.22% | −1,463−0.9% | Reduced |
| Creative Planning | 155,508 | $1.14M | 0.00% | +20,351+15.1% | Added |
| Prentice Capital Management, LP | 150,000 | $1.09M | 2.60% | +150,000 | New |
| Truist Financial Corp | 149,743 | $1.09M | 0.00% | +14,475+10.7% | Added |
| STRS Ohio | 148,686 | $1.08M | 0.00% | +49,908+50.5% | Added |
| Envestnet Asset Management Inc | 144,589 | $1.06M | 0.00% | +103,809+254.6% | Added |
| LM Advisors LLC | 143,854 | $1.05M | 0.17% | −24,000−14.3% | Reduced |
| National Asset Management, Inc. | 127,136 | $1.02M | 0.03% | +6,488+5.4% | Added |
| HST Ventures, LLC | 137,931 | $1.01M | 0.41% | +137,931 | New |
| ExodusPoint Capital Management, LP | 135,701 | $991.0K | 0.01% | +41,976+44.8% | Added |
| Icapital Wealth LLC | 128,715 | $939.6K | 0.55% | +128,715 | New |
| Kovack Advisors, Inc. | 125,315 | $914.8K | 0.11% | +7,502+6.4% | Added |
| Alliance Wealth Advisors, LLC | 121,880 | $889.7K | 0.27% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 121,782 | $889.0K | 0.01% | +121,782 | New |
| Colony Group, LLC | 120,413 | $879.0K | 0.01% | +307+0.3% | Added |
| Victory Capital Management Inc | 119,075 | $869.2K | 0.00% | −413−0.3% | Reduced |
| HighPoint Advisor Group LLC | 117,521 | $836.0K | 0.06% | +951+0.8% | Added |
| Voya Investment Management LLC | 114,152 | $833.3K | 0.00% | −2,747−2.3% | Reduced |
| Kennedy Investment Group | 110,900 | $809.6K | 0.43% | −500−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 108,522 | $792.2K | 0.01% | −2,642−2.4% | Reduced |
| Pictet Asset Management Holding SA | 107,397 | $784.0K | 0.00% | +1,494+1.4% | Added |
| Prospera Financial Services Inc | 106,813 | $779.7K | 0.02% | +11,782+12.4% | Added |
| Capital Advisors Wealth Management, LLC | 102,513 | $748.3K | 0.16% | +3,150+3.2% | Added |
| Pegasus Asset Management, Inc. | 101,985 | $744.5K | 0.29% | +3,656+3.7% | Added |
| Entropy Technologies, LP | 99,374 | $725.4K | 0.08% | +99,374 | New |
| Avantax Advisory Services, Inc. | 97,219 | $709.7K | 0.01% | +15,461+18.9% | Added |
| Equitable Holdings, Inc. | 95,465 | $696.9K | 0.01% | +18,967+24.8% | Added |
| Blueshift Asset Management, LLC | 93,020 | $679.0K | 0.35% | +93,020 | New |
| Virtu Financial LLC | 91,736 | $670.0K | 0.05% | +91,736 | New |
| IFP Advisors, Inc | 89,970 | $656.8K | 0.03% | +37,302+70.8% | Added |
| Matisse Capital | 89,660 | $654.5K | 0.31% | +775+0.9% | Added |
| Kestra Advisory Services, LLC | 89,573 | $653.9K | 0.00% | +18,647+26.3% | Added |
| Axq Capital, LP | 89,500 | $653.4K | 0.16% | +70,300+366.1% | Added |
| Lakeshore Financial Planning, Inc. | 83,306 | $608.1K | 0.31% | +83,306 | New |
| DnB Asset Management AS | 83,237 | $607.6K | 0.00% | −112,190−57.4% | Reduced |
| D.A. Davidson & Co. | 83,163 | $607.1K | 0.01% | +2,991+3.7% | Added |
| Perennial Investment Advisors, LLC | 82,060 | $599.0K | 0.09% | +4,802+6.2% | Added |
| Miracle Mile Advisors, LLC | 81,350 | $593.9K | 0.01% | +3,000+3.8% | Added |
| Principal Financial Group Inc | 80,650 | $588.7K | 0.00% | +21,805+37.1% | Added |