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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 2,200 | $16.1K | 0.00% | −10,000−82.0% | Reduced |
| Optiver Holding B.V. | 2,109 | $15.4K | 0.00% | +2,109 | New |
| Liberty One Investment Management, LLC | 2,066 | $15.1K | 0.00% | +94+4.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 2,035 | $15.0K | 0.00% | +240+13.4% | Added |
| Barrett & Company, Inc. | 2,000 | $14.6K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 2,000 | $14.6K | 0.00% | +1,000+100.0% | Added |
| Provenance Wealth Advisors, LLC | 2,000 | $14.6K | 0.00% | +2,000 | New |
| Blue Bell Private Wealth Management, LLC | 1,970 | $14.4K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,341 | $13.3K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,673 | $12.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 1,150 | $8.39K | 0.00% | +1,150 | New |
| AdvisorNet Financial, Inc | 1,100 | $8.03K | 0.00% | −305−21.7% | Reduced |
| Rothschild Investment LLC | 1,100 | $8.03K | 0.00% | +100+10.0% | Added |
| Covestor Ltd | 1,105 | $8.00K | 0.01% | −47−4.1% | Reduced |
| Benjamin Edwards Inc | 1,138 | $8.00K | 0.00% | +1,138 | New |
| Retirement Group, LLC | 1,095 | $7.99K | 0.00% | +100+10.1% | Added |
| Larson Financial Group LLC | 1,069 | $7.80K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,050 | $7.67K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,037 | $7.49K | 0.00% | +389+60.0% | Added |
| VisionPoint Advisory Group, LLC | 1,000 | $7.30K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,000 | $7.30K | 0.00% | +1,000 | New |
| Assetmark, Inc | 1,000 | $7.30K | 0.00% | +1,000 | New |
| Bell Investment Advisors, Inc | 933 | $6.81K | 0.00% | −69−6.9% | Reduced |
| Ronald Blue Trust, Inc. | 917 | $6.69K | 0.00% | +860+1,508.8% | Added |
| SYSTM Wealth Solutions LLC | 848 | $6.19K | 0.00% | +848 | New |
| Versant Capital Management, Inc | 842 | $6.15K | 0.00% | −133−13.6% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $5.83K | 0.00% | −1−0.1% | Reduced |
| Main Street Group, LTD | 800 | $5.82K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 750 | $5.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $5.47K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 720 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 676 | $4.93K | 0.00% | +169+33.3% | Added |
| NVWM, LLC | 600 | $4.38K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 590 | $4.31K | 0.00% | −910−60.7% | Reduced |
| Wiser Advisor Group LLC | 590 | $4.31K | 0.01% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 575 | $4.20K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 575 | $4.20K | 0.00% | +75+15.0% | Added |
| Tidemark, LLC | 571 | $4.17K | 0.00% | −374−39.6% | Reduced |
| Huntington National Bank | 522 | $3.81K | 0.00% | +500+2,272.7% | Added |
| North Star Investment Management Corp. | 500 | $3.65K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.65K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $3.65K | 0.00% | +500 | New |
| Kelly Financial Services LLC | 500 | $3.65K | 0.00% | +500 | New |
| Private Wealth Management Group, LLC | 448 | $3.27K | 0.00% | +24+5.7% | Added |
| Cherry Tree Wealth Management, LLC | 427 | $3.12K | 0.00% | +427 | New |
| Meeder Asset Management Inc | 421 | $3.07K | 0.00% | +421 | New |
| Asset Dedication, LLC | 400 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 373 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 401 | $2.93K | 0.00% | +401 | New |
| Quent Capital, LLC | 365 | $2.67K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 353 | $2.58K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $2.56K | 0.00% | −140−28.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 340 | $2.48K | 0.00% | −400−54.1% | Reduced |
| Red Tortoise LLC | 328 | $2.39K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 318 | $2.32K | 0.00% | +94+42.0% | Added |
| Chesapeake Asset Management LLC | 316 | $2.31K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $2.19K | 0.00% | +300 | New |
| Vima LLC | 333 | $2.02K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 236 | $1.64K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 225 | $1.64K | 0.00% | +225 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.46K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 123 | $1.22K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 152 | $1.12K | 0.00% | +152 | New |
| Voisard Asset Management Group, Inc. | 150 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 138 | $1.01K | 0.00% | +118+590.0% | Added |
| City State Bank | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $913 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $913 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $876 | 0.00% | −300−71.4% | Reduced |
| Bruce G. Allen Investments, LLC | 118 | $861 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 117 | $845 | 0.00% | +117 | New |
| HM Payson & Co | 100 | $730 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 80 | $584 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 75 | $548 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 75 | $548 | 0.00% | +75 | New |
| SJS Investment Consulting Inc. | 54 | $395 | 0.00% | −600−91.7% | Reduced |
| Creative Financial Designs Inc | 50 | $365 | 0.00% | −1,000−95.2% | Reduced |
| DB Fitzpatrick & Co, Inc | 50 | $365 | 0.00% | +50 | New |
| West Financial Advisors, LLC | 49 | $358 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 45 | $329 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 42 | $303 | 0.00% | +42 | New |
| Concord Wealth Partners | 36 | $263 | 0.00% | +36 | New |
| MV Capital Management, Inc. | 33 | $241 | 0.00% | +33 | New |
| Frazier Financial Advisors, LLC | 27 | $198 | 0.00% | +27 | New |
| Cape Investment Advisory, Inc. | 20 | $146 | 0.00% | −234−92.1% | Reduced |
| Mather Group, LLC. | 13 | $129 | 0.00% | +13 | New |
| St. Johns Investment Management Company, LLC | 12 | $88 | 0.00% | +8+200.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $73 | 0.00% | +10 | New |
| Eukles Asset Management | 10 | $73 | 0.00% | +10 | New |
| Wetzel Investment Advisors, Inc. | 10 | $71 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 6 | $44 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $29 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $7 | 0.00% | +1 | New |
| Centerpoint Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |