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, Q2 2024
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
- 593
- −1 vs. Q1 2024
- Shares held
- 450.8M
- +10.5M (+2.4%) vs. Q1 2024
- Total value
- $2.98B
- −$231.8M (−7.2%) vs. Q1 2024
- New holders
- 80
- 246 more added
- Sold out
- 81
- 158 more reduced
8 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $0 | 0.00% | +73 | New |
| Anchor Investment Management, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $46 | 0.00% | −35−83.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 10 | $73 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 12 | $79 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $132 | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 24 | $159 | 0.00% | +24 | New |
| Frazier Financial Advisors, LLC | 27 | $179 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $198 | 0.00% | −3,185−99.1% | Reduced |
| Concord Wealth Partners | 36 | $238 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 40 | $264 | 0.00% | −40−50.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 40 | $265 | 0.00% | +40 | New |
| West Paces Advisors Inc. | 45 | $297 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 46 | $305 | 0.00% | +46 | New |
| West Financial Advisors, LLC | 49 | $324 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $331 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $410 | 0.00% | +29+87.9% | Added |
| Delta Asset Management LLC | 75 | $496 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 79 | $523 | 0.00% | −369−82.4% | Reduced |
| ORG Partners LLC | 100 | $643 | 0.00% | −3,599−97.3% | Reduced |
| Pacifica Partners Inc. | 100 | $651 | 0.00% | +100 | New |
| HM Payson & Co | 100 | $661 | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 105 | $694 | 0.00% | +55+110.0% | Added |
| Mather Group, LLC. | 95 | $694 | 0.00% | +82+630.8% | Added |
| Bruce G. Allen Investments, LLC | 118 | $780 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $793 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $826 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $827 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 138 | $912 | 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 |
| Bullock Wealth Management Group | 193 | $1.24K | 0.00% | +76+65.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.32K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $1.32K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $1.32K | 0.00% | +200 | New |
| Cornerstone Planning Group LLC | 236 | $1.54K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 239 | $1.58K | 0.00% | +239 | New |
| Triad Wealth Partners, LLC | 250 | $1.65K | 0.00% | +250 | New |
| Sachetta, LLC | 245 | $1.82K | 0.00% | +122+99.2% | Added |
| Main Street Group, LTD | 300 | $1.93K | 0.00% | −500−62.5% | Reduced |
| Wiser Advisor Group LLC | 293 | $1.94K | 0.00% | −297−50.3% | Reduced |
| Hilltop National Bank | 300 | $1.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 373 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 328 | $2.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 333 | $2.20K | 0.00% | −20−5.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 340 | $2.25K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 349 | $2.31K | 0.00% | +31+9.7% | Added |
| Toth Financial Advisory Corp | 350 | $2.31K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 400 | $2.64K | 0.00% | −750−65.2% | Reduced |
| MCF Advisors LLC | 401 | $2.65K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 472 | $3.12K | 0.00% | +51+12.1% | Added |
| Smartleaf Asset Management LLC | 499 | $3.26K | 0.00% | +347+228.3% | Added |
| BFSG, LLC | 500 | $3.31K | 0.00% | −75−13.0% | Reduced |
| Old Point Trust & Financial Services N A | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 500 | $3.31K | 0.00% | +500 | New |
| ICA Group Wealth Management, LLC | 515 | $3.40K | 0.00% | +290+128.9% | Added |
| Tidemark, LLC | 571 | $3.77K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 575 | $3.80K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 580 | $3.83K | 0.00% | −10−1.7% | Reduced |
| Versant Capital Management, Inc | 589 | $3.89K | 0.00% | −253−30.0% | Reduced |
| NVWM, LLC | 600 | $3.97K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 650 | $4.30K | 0.00% | −100−13.3% | Reduced |
| Quent Capital, LLC | 725 | $4.79K | 0.00% | +360+98.6% | Added |
| Sunbelt Securities, Inc. | 750 | $4.96K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 702 | $5.00K | 0.00% | −436−38.3% | Reduced |
| Pin Oak Investment Advisors Inc | 720 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 800 | $5.29K | 0.00% | +800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 720 | $5.29K | 0.00% | −79−9.9% | Reduced |
| SYSTM Wealth Solutions LLC | 848 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 933 | $6.17K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 965 | $6.38K | 0.00% | +965 | New |
| VisionPoint Advisory Group, LLC | 1,000 | $6.61K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $6.61K | 0.00% | +1,000 | New |
| Ashton Thomas Private Wealth, LLC | 1,000 | $6.61K | 0.00% | +1,000 | New |
| Bank & Trust Co | 1,000 | $6.61K | 0.01% | +1,000 | New |
| AdvisorNet Financial, Inc | 1,050 | $6.94K | 0.00% | −50−4.5% | Reduced |
| Covestor Ltd | 1,109 | $7.00K | 0.00% | +4+0.4% | Added |
| Opal Wealth Advisors, LLC | 1,070 | $7.07K | 0.00% | +1,070 | New |
| Northwest Capital Management Inc | 1,090 | $7.21K | 0.00% | +40+3.8% | Added |
| Rothschild Investment LLC | 1,100 | $7.27K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,157 | $7.65K | 0.00% | +1,157 | New |
| Larson Financial Group LLC | 1,169 | $7.73K | 0.00% | +100+9.4% | Added |
| Signature Resources Capital Management, LLC | 1,341 | $8.86K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,445 | $9.55K | 0.00% | +1,445 | New |
| Asset Dedication, LLC | 1,450 | $9.59K | 0.00% | +1,050+262.5% | Added |
| Stone House Investment Management, LLC | 1,500 | $9.91K | 0.00% | −173−10.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.91K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,634 | $10.8K | 0.00% | +1,112+213.0% | Added |
| Unique Wealth Strategies, LLC | 1,500 | $10.9K | 0.01% | +1,500 | New |
| Capital Advisors, Ltd. LLC | 1,612 | $11.0K | 0.00% | −774−32.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,720 | $11.4K | 0.00% | −250−12.7% | Reduced |