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 |
|---|---|---|---|---|---|
| Monashee Investment Management LLC | 80,000 | $584.0K | 0.07% | +80,000 | New |
| Greenland Capital Management LP | 80,000 | $584.0K | 0.10% | +80,000 | New |
| HAP Trading, LLC | 77,787 | $567.8K | 0.18% | +4,940+6.8% | Added |
| Verition Fund Management LLC | 77,108 | $562.9K | 0.01% | −40,861−34.6% | Reduced |
| Public Employees Retirement Association of Colorado | 76,520 | $559.0K | 0.00% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 74,901 | $546.8K | 0.13% | 00.0% | Unchanged |
| Centiva Capital, LP | 74,707 | $545.4K | 0.03% | +59,707+398.0% | Added |
| Baird Financial Group, Inc. | 73,433 | $536.1K | 0.00% | +8,251+12.7% | Added |
| AQR Capital Management LLC | 72,526 | $529.4K | 0.00% | −34,957−32.5% | Reduced |
| Strategic Advocates LLC | 72,430 | $528.7K | 0.20% | +7,088+10.8% | Added |
| M&T Bank Corp | 71,947 | $525.2K | 0.00% | +27,687+62.6% | Added |
| Maryland State Retirement & Pension System | 72,493 | $516.9K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 68,228 | $498.1K | 0.43% | +1,286+1.9% | Added |
| Gsa Capital Partners LLP | 67,562 | $493.0K | 0.04% | +20,513+43.6% | Added |
| Concurrent Investment Advisors, LLC | 67,205 | $490.6K | 0.02% | +11,075+19.7% | Added |
| CI Private Wealth, LLC | 67,149 | $490.2K | 0.00% | −3,172−4.5% | Reduced |
| Y.D. More Investments Ltd | 67,039 | $489.4K | 0.09% | −13,768−17.0% | Reduced |
| Marex Group plc | 66,598 | $486.2K | 0.02% | +25,146+60.7% | Added |
| Harbour Investments, Inc. | 66,581 | $486.0K | 0.02% | +5,916+9.8% | Added |
| Rafferty Asset Management, LLC | 66,503 | $485.5K | 0.00% | −7,802−10.5% | Reduced |
| Mercer Global Advisors Inc | 65,740 | $482.0K | 0.00% | −14,752−18.3% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $479.3K | 0.15% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 64,675 | $472.1K | 0.05% | +7,596+13.3% | Added |
| Freestone Capital Holdings, LLC | 64,350 | $469.8K | 0.02% | +64,350 | New |
| Prudential Financial Inc | 63,509 | $463.6K | 0.00% | +5,293+9.1% | Added |
| Consolidated Investment Group LLC | 63,000 | $460.0K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 62,222 | $454.2K | 0.03% | +32,567+109.8% | Added |
| US Bancorp | 60,763 | $443.6K | 0.00% | +40,743+203.5% | Added |
| VitalStone Financial, LLC | 60,706 | $443.0K | 0.34% | −17,192−22.1% | Reduced |
| CIBC Private Wealth Group, LLC | 61,315 | $442.7K | 0.00% | −4,470−6.8% | Reduced |
| Great Valley Advisor Group, Inc. | 59,808 | $436.6K | 0.01% | +1,532+2.6% | Added |
| Xcel Wealth Management, LLC | 59,770 | $436.3K | 0.14% | +48,470+428.9% | Added |
| San Luis Wealth Advisors LLC | 58,827 | $429.0K | 0.23% | −154−0.3% | Reduced |
| Wellington Management Group LLP | 57,995 | $423.4K | 0.00% | −4,551−7.3% | Reduced |
| Means Investment Co., Inc. | 57,692 | $421.1K | 0.05% | −3,086−5.1% | Reduced |
| FMR LLC | 57,038 | $416.4K | 0.00% | −1,744−3.0% | Reduced |
| Venture Visionary Partners LLC | 55,833 | $407.6K | 0.02% | +15,901+39.8% | Added |
| Nwam LLC | 57,421 | $405.4K | 0.03% | +18,263+46.6% | Added |
| QRG Capital Management, Inc. | 53,849 | $393.1K | 0.00% | +2,095+4.0% | Added |
| Alta Wealth Advisors LLC | 53,449 | $390.2K | 0.20% | 00.0% | Unchanged |
| JustInvest LLC | 53,236 | $388.6K | 0.01% | +415+0.8% | Added |
| Aquatic Capital Management LLC | 53,000 | $386.9K | 0.01% | −208,800−79.8% | Reduced |
| Amalgamated Bank | 52,868 | $386.0K | 0.00% | −78,517−59.8% | Reduced |
| Integrated Advisors Network LLC | 52,560 | $383.7K | 0.02% | +1,798+3.5% | Added |
| Tradition Wealth Management, LLC | 52,410 | $382.6K | 0.04% | +19,194+57.8% | Added |
| Deutsche Bank AG | 51,698 | $377.4K | 0.00% | −150,233−74.4% | Reduced |
| Janney Montgomery Scott LLC | 50,740 | $370.0K | 0.00% | −62,300−55.1% | Reduced |
| Carolinas Wealth Consulting LLC | 50,000 | $365.0K | 0.07% | +30,000+150.0% | Added |
| Arkadios Wealth Advisors | 49,647 | $362.4K | 0.03% | +1,106+2.3% | Added |
| Stratos Wealth Advisors, LLC | 49,112 | $358.5K | 0.02% | +28,696+140.6% | Added |
| Bridgefront Capital, LLC | 49,066 | $358.2K | 0.27% | +49,066 | New |
| Advisory Services Network, LLC | 47,876 | $349.5K | 0.01% | −13,241−21.7% | Reduced |
| Empowered Funds, LLC | 47,854 | $349.3K | 0.01% | +8,707+22.2% | Added |
| Western Wealth Management, LLC | 46,711 | $341.0K | 0.03% | +46,711 | New |
| Lauer Wealth, LLC | 44,257 | $338.1K | 0.29% | +12,700+40.2% | Added |
| Sigma Planning Corp | 46,001 | $335.8K | 0.01% | +32,008+228.7% | Added |
| Wealthfront Advisers LLC | 45,431 | $331.6K | 0.00% | +26,795+143.8% | Added |
| Atomi Financial Group, Inc. | 45,204 | $330.0K | 0.03% | −3,412−7.0% | Reduced |
| Russell Investments Group, Ltd. | 43,624 | $318.5K | 0.00% | +33,732+341.0% | Added |
| Lincoln National Corp | 43,384 | $316.7K | 0.00% | −1,271−2.8% | Reduced |
| River Street Advisors LLC | 43,282 | $316.0K | 0.21% | +7,868+22.2% | Added |
| Pathway Financial Advisers, LLC | 43,256 | $315.8K | 0.11% | +8,600+24.8% | Added |
| Aldebaran Financial Inc. | 42,745 | $312.0K | 0.47% | −3,375−7.3% | Reduced |
| Davenport & Co LLC | 42,641 | $311.3K | 0.00% | +21,879+105.4% | Added |
| Fortis Advisors, LLC | 42,550 | $310.6K | 0.21% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 42,196 | $308.0K | 0.01% | −2,603−5.8% | Reduced |
| CWM, LLC | 42,133 | $308.0K | 0.00% | +3,412+8.8% | Added |
| Kestra Private Wealth Services, LLC | 41,566 | $303.4K | 0.01% | −4,397−9.6% | Reduced |
| Valeo Financial Advisors, LLC | 39,716 | $301.8K | 0.01% | −3,000−7.0% | Reduced |
| Engineers Gate Manager LP | 40,736 | $297.4K | 0.01% | +40,736 | New |
| Jaffetilchin Investment Partners, LLC | 40,726 | $297.3K | 0.03% | −31,234−43.4% | Reduced |
| Independent Financial Group, LLC | 40,685 | $297.0K | 0.01% | −5,633−12.2% | Reduced |
| Neuberger Berman Group LLC | 40,570 | $296.2K | 0.00% | −9,853−19.5% | Reduced |
| Soltis Investment Advisors LLC | 40,428 | $295.1K | 0.03% | +5,713+16.5% | Added |
| McGuire Investment Group, LLC | 39,950 | $291.6K | 0.04% | +3,700+10.2% | Added |
| National Bank of Canada | 41,118 | $284.9K | 0.00% | +11,210+37.5% | Added |
| Quinn Opportunity Partners LLC | 39,000 | $284.7K | 0.03% | +39,000 | New |
| Caliber Wealth Management, LLC | 38,344 | $279.9K | 0.15% | −5,507−12.6% | Reduced |
| Level Four Advisory Services, LLC | 28,064 | $279.2K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 37,392 | $273.0K | 0.02% | +15,767+72.9% | Added |
| Gabelli Funds LLC | 37,000 | $270.1K | 0.00% | +5,000+15.6% | Added |
| Global Retirement Partners, LLC | 36,829 | $268.9K | 0.01% | +29,950+435.4% | Added |
| Gladstone Institutional Advisory LLC | 36,110 | $263.6K | 0.01% | −1,590−4.2% | Reduced |
| Signaturefd, LLC | 35,891 | $262.0K | 0.01% | +3,100+9.5% | Added |
| SEI Investments Co | 35,837 | $261.6K | 0.00% | −3,000−7.7% | Reduced |
| Foundations Investment Advisors, LLC | 35,295 | $257.7K | 0.01% | +2,103+6.3% | Added |
| Drive Wealth Management, LLC | 35,276 | $257.5K | 0.07% | −560−1.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 35,220 | $257.1K | 0.08% | +10,143+40.4% | Added |
| Xponance, Inc. | 34,510 | $251.9K | 0.00% | +1,779+5.4% | Added |
| Toroso Investments, LLC | 33,733 | $246.3K | 0.00% | +4,459+15.2% | Added |
| Archford Capital Strategies, LLC | 33,642 | $245.6K | 0.04% | +33,642 | New |
| Walkner Condon Financial Advisors LLC | 33,544 | $244.9K | 0.05% | +33,544 | New |
| Pine Valley Investments Ltd Liability Co | 33,535 | $244.8K | 0.02% | −2,000−5.6% | Reduced |
| M Holdings Securities, Inc. | 33,390 | $244.0K | 0.04% | −2,400−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 33,273 | $242.9K | 0.01% | +23,677+246.7% | Added |
| Hexagon Capital Partners LLC | 32,122 | $234.5K | 0.05% | +285+0.9% | Added |
| Steward Partners Investment Advisory, LLC | 31,596 | $230.7K | 0.00% | −110,938−77.8% | Reduced |
| Dynamic Advisor Solutions LLC | 31,276 | $228.3K | 0.01% | +10,500+50.5% | Added |
| Umb Bank N A | 31,237 | $228.0K | 0.00% | +8,278+36.1% | Added |
| TCG Advisory Services, LLC | 30,792 | $224.8K | 0.01% | +30,792 | New |