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 |
|---|---|---|---|---|---|
| Truefg, LLC | 13,800 | $100.7K | 0.04% | +850+6.6% | Added |
| Independent Advisor Alliance | 13,610 | $99.4K | 0.00% | −7,932−36.8% | Reduced |
| Chapin Davis, Inc. | 13,525 | $98.7K | 0.04% | +300+2.3% | Added |
| IPG Investment Advisors LLC | 13,500 | $98.5K | 0.02% | +13,500 | New |
| Burr Financial Services, LLC | 13,900 | $98.1K | 0.08% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 13,410 | $97.9K | 0.07% | +150+1.1% | Added |
| Teza Capital Management LLC | 13,406 | $97.9K | 0.01% | −49,507−78.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 13,335 | $97.3K | 0.00% | +2,989+28.9% | Added |
| Kingsview Wealth Management, LLC | 13,307 | $97.1K | 0.00% | +13,307 | New |
| Ballentine Partners, LLC | 13,155 | $96.0K | 0.00% | +842+6.8% | Added |
| Main Street Financial Solutions, LLC | 12,841 | $93.7K | 0.01% | +224+1.8% | Added |
| Global Financial Private Client, LLC | 12,927 | $93.3K | 0.04% | +1,008+8.5% | Added |
| Nebula Research & Development LLC | 12,686 | $92.6K | 0.02% | −25,335−66.6% | Reduced |
| Thoroughbred Financial Services, LLC | 12,550 | $91.0K | 0.01% | +12,550 | New |
| EverSource Wealth Advisors, LLC | 13,335 | $90.4K | 0.01% | +1,168+9.6% | Added |
| Balboa Wealth Partners | 12,275 | $89.6K | 0.03% | −1,350−9.9% | Reduced |
| Insigneo Advisory Services, LLC | 12,253 | $89.4K | 0.01% | −1,010−7.6% | Reduced |
| NorthRock Partners, LLC | 12,245 | $89.4K | 0.00% | +12,245 | New |
| Marshall Financial Group LLC | 12,224 | $89.2K | 0.03% | +12,224 | New |
| Prostatis Group LLC | 12,200 | $89.1K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,108 | $88.4K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,048 | $88.0K | 0.01% | 00.0% | Unchanged |
| Cantor Fitzgerald, L. P. | 12,000 | $87.6K | 0.02% | −695−5.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 11,905 | $86.9K | 0.01% | +620+5.5% | Added |
| Clay Northam Wealth Management, LLC | 11,478 | $83.8K | 0.07% | +11,478 | New |
| KRS Capital Management, LLC | 11,420 | $83.4K | 0.07% | +11,420 | New |
| Jacobi Capital Management LLC | 11,390 | $83.1K | 0.01% | +500+4.6% | Added |
| Wedmont Private Capital | 10,452 | $82.5K | 0.01% | −1,616−13.4% | Reduced |
| KLCM Advisors, Inc. | 11,000 | $80.3K | 0.01% | −13,500−55.1% | Reduced |
| Kesler, Norman & Wride, LLC | 11,000 | $80.3K | 0.02% | +11,000 | New |
| Twin Peaks Wealth Advisors, LLC | 10,997 | $80.3K | 0.04% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 10,897 | $79.5K | 0.00% | −1,795−14.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 10,890 | $79.5K | 0.00% | +10,890 | New |
| StoneX Group Inc. | 10,884 | $79.5K | 0.01% | +10,884 | New |
| Evercore Wealth Management, LLC | 10,849 | $79.2K | 0.00% | 00.0% | Unchanged |
| Steele Capital Management, Inc. | 10,750 | $78.5K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,742 | $78.4K | 0.00% | +617+6.1% | Added |
| Quadcap Wealth Management, LLC | 10,686 | $78.0K | 0.02% | +570+5.6% | Added |
| Wedbush Securities Inc | 10,700 | $78.0K | 0.00% | +10,700 | New |
| Rosenberg Matthew Hamilton | 10,800 | $78.0K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 10,652 | $77.8K | 0.00% | −640−5.7% | Reduced |
| Strategic Blueprint, LLC | 10,646 | $77.7K | 0.01% | +292+2.8% | Added |
| Modus Advisors, LLC | 10,620 | $77.5K | 0.03% | +10,620 | New |
| Gainplan LLC | 10,502 | $76.7K | 0.04% | +10,502 | New |
| Qsemble Capital Management, LP | 10,460 | $76.4K | 0.02% | +10,460 | New |
| Smith Anglin Financial, LLC | 10,300 | $75.2K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 10,249 | $74.8K | 0.01% | +10,249 | New |
| Kensington Investment Counsel, LLC | 10,176 | $74.3K | 0.03% | +10,176 | New |
| Intrua Financial, LLC | 10,167 | $74.2K | 0.01% | −8,750−46.3% | Reduced |
| Yousif Capital Management, LLC | 10,030 | $73.2K | 0.00% | +10,030 | New |
| Cassaday & Co Wealth Management LLC | 10,000 | $73.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 10,000 | $73.0K | 0.02% | +10,000 | New |
| Keebeck Wealth Management, LLC | 10,000 | $73.0K | 0.01% | +10,000 | New |
| Daiwa Securities Group Inc. | 9,735 | $71.0K | 0.00% | −636−6.1% | Reduced |
| TFC Financial Management | 9,457 | $69.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8,894 | $64.9K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,820 | $64.4K | 0.00% | +4,630+110.5% | Added |
| NBC Securities, Inc. | 8,500 | $62.0K | 0.01% | −225−2.6% | Reduced |
| Atlas Capital Advisors LLC | 8,432 | $61.6K | 0.01% | +227+2.8% | Added |
| Sandy Spring Bank | 8,106 | $59.2K | 0.00% | +900+12.5% | Added |
| American International Group, Inc. | 7,829 | $57.2K | 0.00% | +157+2.0% | Added |
| Game Plan Financial Advisors, LLC | 7,800 | $56.9K | 0.03% | −150−1.9% | Reduced |
| Asset Management One Co.,Ltd. | 7,797 | $56.9K | 0.00% | +1,376+21.4% | Added |
| Private Trust Co NA | 7,640 | $55.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6,751 | $49.3K | 0.03% | +764+12.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $43.8K | 0.03% | +2,000+50.0% | Added |
| Parallel Advisors, LLC | 5,695 | $41.6K | 0.00% | +1,581+38.4% | Added |
| Ancora Advisors, LLC | 5,400 | $39.4K | 0.00% | −267−4.7% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $38.0K | 0.00% | −10,750−67.5% | Reduced |
| Future Financial Wealth Managment LLC | 5,110 | $37.3K | 0.03% | +5,110 | New |
| Lazard Asset Management LLC | 5,208 | $37.0K | 0.00% | +23+0.4% | Added |
| NewSquare Capital LLC | 5,000 | $36.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5,000 | $36.5K | 0.02% | 00.0% | Unchanged |
| Orion Capital Management LLC | 5,000 | $36.5K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,835 | $35.3K | 0.01% | −650−11.9% | Reduced |
| Clearstead Advisors, LLC | 4,840 | $34.4K | 0.00% | +600+14.2% | Added |
| Caitlin John, LLC | 4,600 | $33.6K | 0.03% | −400−8.0% | Reduced |
| SOA Wealth Advisors, LLC. | 4,513 | $32.9K | 0.01% | +1,713+61.2% | Added |
| SRS Capital Advisors, Inc. | 4,302 | $31.4K | 0.00% | +53+1.2% | Added |
| Principal Securities, Inc. | 4,150 | $30.3K | 0.00% | +2,234+116.6% | Added |
| WealthCollab, LLC | 4,000 | $29.2K | 0.02% | +4,000 | New |
| Tortoise Investment Management, LLC | 3,939 | $28.8K | 0.00% | +3,939 | New |
| First Horizon Advisors, Inc. | 3,848 | $28.1K | 0.00% | +3,848 | New |
| ORG Partners LLC | 3,699 | $26.7K | 0.05% | +3,699 | New |
| Westside Investment Management, Inc. | 3,500 | $25.4K | 0.01% | +400+12.9% | Added |
| Nomura Asset Management Co Ltd | 3,300 | $24.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,381 | $24.0K | 0.00% | +2,973+728.7% | Added |
| Brown Brothers Harriman & Co | 3,215 | $23.5K | 0.00% | +80+2.6% | Added |
| Lindbrook Capital, LLC | 3,156 | $23.0K | 0.00% | −717−18.5% | Reduced |
| RFP Financial Group LLC | 3,037 | $22.2K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 3,036 | $22.2K | 0.00% | +308+11.3% | Added |
| Piscataqua Savings Bank | 3,000 | $21.9K | 0.02% | +3,000 | New |
| Allspring Global Investments Holdings, LLC | 2,790 | $20.4K | 0.00% | +2,790 | New |
| Ci Investments Inc. | 2,761 | $20.0K | 0.00% | +752+37.4% | Added |
| Baldwin Brothers Inc | 2,706 | $19.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,676 | $19.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,500 | $18.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $18.3K | 0.01% | +2,500 | New |
| HHM Wealth Advisors, LLC | 2,450 | $17.9K | 0.00% | +800+48.5% | Added |
| Capital Advisors, Ltd. LLC | 2,386 | $17.0K | 0.00% | +831+53.4% | Added |