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 |
| Texas Capital Bank Wealth Management Services Inc | 30,000 | $219.0K | 0.02% | +15,000+100.0% | Added |
| Integrated Wealth Concepts LLC | 30,000 | $219.0K | 0.00% | +19,395+182.9% | Added |
| Balentine LLC | 29,288 | $213.8K | 0.01% | −1,584−5.1% | Reduced |
| Pinnacle Associates Ltd | 29,047 | $212.0K | 0.00% | +29,047 | New |
| Good Life Advisors, LLC | 28,978 | $211.5K | 0.02% | +12,480+75.6% | Added |
| EntryPoint Capital, LLC | 28,796 | $210.2K | 0.19% | +16,464+133.5% | Added |
| Quest Partners LLC | 28,232 | $206.1K | 0.04% | +13,527+92.0% | Added |
| Axim Planning & Wealth | 28,000 | $204.4K | 0.17% | +6,000+27.3% | Added |
| SeaCrest Wealth Management, LLC | 27,810 | $203.0K | 0.02% | −3,451−11.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 27,728 | $202.4K | 0.10% | −17,320−38.4% | Reduced |
| Calton & Associates, Inc. | 27,350 | $199.7K | 0.10% | +3,830+16.3% | Added |
| Creegan & Nassoura Financial Group, LLC | 26,925 | $196.6K | 0.13% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 26,666 | $194.7K | 0.01% | +9,283+53.4% | Added |
| Creekmur Asset Management LLC | 26,338 | $192.3K | 0.07% | −13,066−33.2% | Reduced |
| Columbia Asset Management | 11,185 | $192.0K | 0.04% | 00.0% | Unchanged |
| Cutler Group LP | 25,946 | $189.0K | 0.10% | −15,331−37.1% | Reduced |
| Options Solutions, LLC | 25,466 | $185.9K | 0.11% | +25,466 | New |
| Axxcess Wealth Management, LLC | 25,405 | $185.5K | 0.01% | +25,405 | New |
| Diversified Trust Co | 25,332 | $184.9K | 0.01% | +6,880+37.3% | Added |
| Highlander Capital Management, LLC | 25,100 | $183.2K | 0.06% | −1,430−5.4% | Reduced |
| Founders Financial Securities LLC | 25,060 | $182.9K | 0.02% | 00.0% | Unchanged |
| Forum Financial Management, LP | 24,572 | $179.4K | 0.00% | +37+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 24,481 | $179.0K | 0.00% | +24,481 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 24,257 | $177.3K | 0.00% | +24,257 | New |
| Captrust Financial Advisors | 24,140 | $176.2K | 0.00% | −32,274−57.2% | Reduced |
| HB Wealth Management, LLC | 24,086 | $175.8K | 0.00% | +24,086 | New |
| Coordinated Financial Services, Inc. | 23,900 | $174.5K | 0.15% | +23,900 | New |
| CoreCap Advisors, LLC | 23,875 | $174.3K | 0.01% | +23,875 | New |
| International Assets Investment Management, LLC | 24,125 | $174.2K | 0.02% | −1,550−6.0% | Reduced |
| Comerica Bank | 23,782 | $173.6K | 0.00% | +5,071+27.1% | Added |
| Manchester Financial Inc | 23,698 | $173.0K | 0.05% | +242+1.0% | Added |
| Teacher Retirement System of Texas | 23,151 | $169.0K | 0.00% | −58,201−71.5% | Reduced |
| Panoramic Investment Advisors, LLC | 23,000 | $167.9K | 0.12% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 21,141 | $167.0K | 0.11% | +21,141 | New |
| Brown Advisory Inc | 22,703 | $165.7K | 0.00% | −12,276−35.1% | Reduced |
| Blair William & Co | 22,613 | $165.1K | 0.00% | +22,613 | New |
| Harbor Investment Advisory, LLC | 22,300 | $162.8K | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 22,103 | $161.4K | 0.09% | +6,426+41.0% | Added |
| Concorde Asset Management, LLC | 22,074 | $161.1K | 0.11% | +3,300+17.6% | Added |
| Marathon Trading Investment Management LLC | 21,300 | $155.5K | 0.06% | +200+0.9% | Added |
| Brinker Capital Investments, LLC | 21,297 | $155.5K | 0.00% | +262+1.2% | Added |
| Orion Portfolio Solutions, LLC | 21,297 | $155.5K | 0.00% | +262+1.2% | Added |
| CIBC Asset Management Inc | 21,178 | $154.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 20,678 | $150.9K | 0.00% | +16,295+371.8% | Added |
| Merit Financial Group, LLC | 21,499 | $149.6K | 0.00% | +2,305+12.0% | Added |
| Independent Wealth Network Inc. | 20,426 | $149.1K | 0.07% | +825+4.2% | Added |
| Pensionmark Financial Group, LLC | 20,409 | $149.0K | 0.02% | +500+2.5% | Added |
| Laird Norton Trust Company, LLC | 20,261 | $147.9K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 20,000 | $146.0K | 0.05% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20,000 | $146.0K | 0.01% | +5,000+33.3% | Added |
| Ionic Capital Management LLC | 20,000 | $146.0K | 0.09% | +20,000 | New |
| Fox Run Management, L.L.C. | 19,932 | $145.5K | 0.03% | +19,932 | New |
| Probity Advisors, Inc. | 19,737 | $144.1K | 0.03% | +5,351+37.2% | Added |
| KBC Group NV | 19,689 | $144.0K | 0.00% | +2,675+15.7% | Added |
| NWF Advisory Services Inc. | 19,412 | $141.7K | 0.02% | 00.0% | Unchanged |
| DDFG, Inc | 19,280 | $140.7K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,174 | $140.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19,081 | $139.3K | 0.01% | −4,826−20.2% | Reduced |
| Waldron Private Wealth LLC | 18,798 | $137.2K | 0.01% | +18,798 | New |
| Claro Advisors LLC | 18,746 | $136.8K | 0.02% | +297+1.6% | Added |
| Bensler, LLC | 18,730 | $136.7K | 0.02% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 18,726 | $136.7K | 0.03% | +376+2.0% | Added |
| MetLife Investment Management | 18,541 | $135.3K | 0.00% | +384+2.1% | Added |
| Traynor Capital Management, Inc. | 18,512 | $135.1K | 0.01% | −1,148−5.8% | Reduced |
| Pointe Capital Management LLC | 18,490 | $135.0K | 0.08% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 18,438 | $134.6K | 0.00% | +18,438 | New |
| Regal Investment Advisors LLC | 18,434 | $134.6K | 0.01% | −1,740−8.6% | Reduced |
| Guggenheim Capital LLC | 18,411 | $134.4K | 0.00% | +18,411 | New |
| Buckingham Strategic Partners | 17,656 | $128.9K | 0.00% | +17,656 | New |
| AE Wealth Management LLC | 17,424 | $127.2K | 0.00% | −77,345−81.6% | Reduced |
| Resources Investment Advisors, LLC. | 17,398 | $127.0K | 0.00% | −1,016−5.5% | Reduced |
| Watts Gwilliam & Co., LLC | 16,697 | $124.7K | 0.04% | +16,697 | New |
| Financial Advisory Service, Inc. | 16,820 | $122.8K | 0.01% | +1,000+6.3% | Added |
| Buckingham Strategic Wealth, LLC | 16,754 | $122.3K | 0.00% | +3,694+28.3% | Added |
| Zullo Investment Group, Inc. | 16,500 | $120.5K | 0.06% | −1,750−9.6% | Reduced |
| Albion Financial Group | 16,415 | $119.8K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,187 | $118.2K | 0.02% | −592−3.5% | Reduced |
| Riverwood Capital Management Ltd. | 16,077 | $117.4K | 0.23% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 15,950 | $115.3K | 0.04% | +827+5.5% | Added |
| Aspiriant, LLC | 15,633 | $114.1K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 15,028 | $109.7K | 0.03% | +5,116+51.6% | Added |
| Vivaldi Capital Management, LLC | 15,788 | $109.6K | 0.03% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 15,000 | $109.5K | 0.03% | +5,000+50.0% | Added |
| Gotham Asset Management, LLC | 14,997 | $109.5K | 0.00% | −32−0.2% | Reduced |
| MidWestOne Financial Group, Inc. | 14,974 | $109.3K | 0.02% | +1,572+11.7% | Added |
| SG Americas Securities, LLC | 14,868 | $109.0K | 0.00% | −17,418−53.9% | Reduced |
| Caption Management, LLC | 14,797 | $108.0K | 0.01% | +14,797 | New |
| Elkhorn Partners Limited Partnership | 14,800 | $108.0K | 0.08% | +200+1.4% | Added |
| Banque Cantonale Vaudoise | 14,500 | $107.0K | 0.00% | +2,000+16.0% | Added |
| Avestar Capital, LLC | 14,582 | $106.4K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 14,505 | $105.9K | 0.00% | +3,274+29.2% | Added |
| Capital Advisors Inc | 31,896 | $102.3K | 0.00% | +19,700+161.5% | Added |
| Visionary Wealth Advisors | 13,984 | $102.1K | 0.01% | −1,500−9.7% | Reduced |
| Bleakley Financial Group, LLC | 13,959 | $101.9K | 0.00% | +2,766+24.7% | Added |
| Simplicity Wealth,LLC | 13,959 | $101.9K | 0.00% | +13,959 | New |
| TD Waterhouse Canada Inc. | 12,516 | $101.4K | 0.00% | +4,693+60.0% | Added |
| Cooper/Haims Advisors, LLC | 13,875 | $101.3K | 0.06% | +275+2.0% | Added |
| Crewe Advisors LLC | 13,834 | $101.0K | 0.01% | +13,834 | New |
| J.W. Cole Advisors, Inc. | 13,825 | $100.8K | 0.01% | +700+5.3% | Added |