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 |
|---|---|---|---|---|---|
| Valley National Advisers Inc | 2,026 | $13.0K | 0.00% | −1,355−40.1% | Reduced |
| Liberty One Investment Management, LLC | 1,973 | $13.0K | 0.00% | −93−4.5% | Reduced |
| Quadrant Capital Group LLC | 1,994 | $13.2K | 0.00% | +1,318+195.0% | Added |
| Barrett & Company, Inc. | 2,000 | $13.2K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,136 | $13.7K | 0.00% | +1,099+106.0% | Added |
| HB Wealth Management, LLC | 2,192 | $14.5K | 0.00% | −21,894−90.9% | Reduced |
| Sound Income Strategies, LLC | 2,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,548 | $16.8K | 0.00% | +2,548 | New |
| Baldwin Brothers Inc | 2,706 | $17.9K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,800 | $18.0K | 0.00% | +2,800 | New |
| Davis Capital Management | 2,900 | $18.6K | 0.02% | +2,900 | New |
| Bank of New Hampshire | 3,000 | $19.8K | 0.01% | +1,000+50.0% | Added |
| Creekmur Asset Management LLC | 3,008 | $19.9K | 0.01% | −23,330−88.6% | Reduced |
| RFP Financial Group LLC | 3,037 | $20.1K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,300 | $21.8K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,395 | $22.4K | 0.00% | −1,260,080−99.7% | Reduced |
| Lindbrook Capital, LLC | 3,404 | $22.5K | 0.00% | +248+7.9% | Added |
| HHM Wealth Advisors, LLC | 3,450 | $22.8K | 0.00% | +1,000+40.8% | Added |
| Principal Securities, Inc. | 3,489 | $23.1K | 0.00% | −661−15.9% | Reduced |
| Westside Investment Management, Inc. | 3,500 | $23.1K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,924 | $25.9K | 0.00% | +76+2.0% | Added |
| WealthCollab, LLC | 4,000 | $26.4K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 4,100 | $27.1K | 0.02% | −500−10.9% | Reduced |
| Sandy Spring Bank | 4,106 | $27.1K | 0.00% | −4,000−49.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,333 | $28.6K | 0.00% | +1,543+55.3% | Added |
| SOA Wealth Advisors, LLC. | 4,434 | $29.3K | 0.01% | −79−1.8% | Reduced |
| Tortoise Investment Management, LLC | 4,439 | $29.3K | 0.00% | +500+12.7% | Added |
| Parallel Advisors, LLC | 4,448 | $29.4K | 0.00% | −1,247−21.9% | Reduced |
| PSI Advisors, LLC | 4,885 | $32.3K | 0.01% | +50+1.0% | Added |
| NewSquare Capital LLC | 5,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5,000 | $33.0K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,017 | $33.2K | 0.00% | +1,981+65.3% | Added |
| Clearstead Advisors, LLC | 5,090 | $33.6K | 0.00% | +250+5.2% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,340 | $35.3K | 0.00% | −60−1.1% | Reduced |
| Fortitude Family Office, LLC | 5,540 | $36.6K | 0.02% | −1,211−17.9% | Reduced |
| Ci Investments Inc. | 5,706 | $38.0K | 0.00% | +2,945+106.7% | Added |
| SRS Capital Advisors, Inc. | 5,751 | $38.0K | 0.00% | +1,449+33.7% | Added |
| Caption Management, LLC | 5,797 | $38.3K | 0.00% | −9,000−60.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $39.7K | 0.03% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6,295 | $41.6K | 0.00% | −17,580−73.6% | Reduced |
| Game Plan Financial Advisors, LLC | 7,200 | $47.6K | 0.02% | −600−7.7% | Reduced |
| Private Trust Co NA | 7,640 | $50.5K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 7,920 | $52.4K | 0.00% | +123+1.6% | Added |
| NBC Securities, Inc. | 8,500 | $56.0K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8,894 | $58.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,102 | $59.1K | 0.00% | +7,185+783.5% | Added |
| TFC Financial Management | 9,457 | $62.5K | 0.01% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 9,902 | $65.5K | 0.00% | +9,902 | New |
| Oak Harbor Wealth Partners, LLC | 10,000 | $66.1K | 0.02% | −10,000−50.0% | Reduced |
| Keebeck Wealth Management, LLC | 10,000 | $66.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,000 | $66.1K | 0.01% | +10,000 | New |
| Tamar Securities, LLC | 10,024 | $66.3K | 0.01% | +10,024 | New |
| Geneos Wealth Management Inc. | 10,025 | $66.3K | 0.00% | −717−6.7% | Reduced |
| Richmond Brothers, Inc. | 10,083 | $66.6K | 0.13% | +10,083 | New |
| Strategic Blueprint, LLC | 10,130 | $67.0K | 0.00% | −516−4.8% | Reduced |
| Lazard Asset Management LLC | 10,261 | $67.0K | 0.00% | +5,053+97.0% | Added |
| Park Avenue Securities LLC | 10,190 | $67.0K | 0.00% | +10,190 | New |
| Waller Financial Planning Group, Inc | 10,275 | $67.9K | 0.02% | +10,275 | New |
| Stevens Capital Management LP | 10,314 | $68.0K | 0.02% | +10,314 | New |
| Los Angeles Capital Management LLC | 10,293 | $68.0K | 0.00% | +10,293 | New |
| Gainplan LLC | 10,302 | $68.1K | 0.03% | −200−1.9% | Reduced |
| Davy Global Fund Management Ltd | 10,382 | $68.6K | 0.01% | +10,382 | New |
| Oversea-Chinese Banking CORP Ltd | 10,687 | $69.0K | 0.00% | +10,687 | New |
| Cassaday & Co Wealth Management LLC | 10,450 | $69.1K | 0.00% | +450+4.5% | Added |
| Smith Anglin Financial, LLC | 10,500 | $69.4K | 0.01% | +200+1.9% | Added |
| Rosenberg Matthew Hamilton | 10,800 | $69.4K | 0.02% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,651 | $70.0K | 0.02% | +10,651 | New |
| Westwood Holdings Group Inc. | 10,646 | $70.4K | 0.00% | +10,646 | New |
| Wolff Wiese Magana LLC | 10,655 | $70.4K | 0.06% | −57,573−84.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,735 | $71.0K | 0.01% | +10,735 | New |
| Yousif Capital Management, LLC | 10,750 | $71.1K | 0.00% | +720+7.2% | Added |
| Jacobi Capital Management LLC | 10,890 | $72.0K | 0.01% | −500−4.4% | Reduced |
| KLCM Advisors, Inc. | 11,000 | $72.7K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 11,000 | $72.7K | 0.02% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 11,000 | $73.0K | 0.00% | −3,500−24.1% | Reduced |
| Wealthspan Partners, LLC | 11,116 | $73.5K | 0.04% | +11,116 | New |
| NorthRock Partners, LLC | 11,258 | $74.4K | 0.00% | −987−8.1% | Reduced |
| Lakeview Capital Partners, LLC | 10,249 | $74.8K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 11,370 | $75.2K | 0.03% | +750+7.1% | Added |
| Fermata Advisors, LLC | 11,485 | $75.9K | 0.02% | +11,485 | New |
| Steele Capital Management, Inc. | 11,500 | $76.0K | 0.00% | +750+7.0% | Added |
| Quadcap Wealth Management, LLC | 11,598 | $76.7K | 0.01% | +912+8.5% | Added |
| Procyon Private Wealth Partners, LLC | 11,805 | $78.0K | 0.01% | −100−0.8% | Reduced |
| Silverlake Wealth Management LLC | 11,866 | $78.4K | 0.03% | +11,866 | New |
| SageView Advisory Group, LLC | 11,892 | $78.6K | 0.00% | +9,795+467.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 11,997 | $79.3K | 0.04% | +1,000+9.1% | Added |
| Transcend Wealth Collective, LLC | 12,048 | $79.6K | 0.01% | 00.0% | Unchanged |
| Capital Advisors Inc | 12,096 | $80.0K | 0.00% | −19,800−62.1% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,149 | $80.3K | 0.00% | +1,259+11.6% | Added |
| Prostatis Group LLC | 12,200 | $80.6K | 0.03% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,255 | $81.0K | 0.01% | +12,255 | New |
| Cooper/Haims Advisors, LLC | 12,275 | $81.1K | 0.05% | −1,600−11.5% | Reduced |
| Teza Capital Management LLC | 12,409 | $82.0K | 0.01% | −997−7.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 12,435 | $82.2K | 0.00% | −4,319−25.8% | Reduced |
| Quarry LP | 12,694 | $83.9K | 0.03% | +12,694 | New |
| EntryPoint Capital, LLC | 12,930 | $85.5K | 0.04% | −15,866−55.1% | Reduced |
| Main Street Financial Solutions, LLC | 12,972 | $85.7K | 0.01% | +131+1.0% | Added |