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 |
|---|---|---|---|---|---|
| Redwood Wealth Management Group, LLC | 13,066 | $86.4K | 0.07% | +13,066 | New |
| Hilltop Holdings Inc. | 13,225 | $87.4K | 0.01% | −51,450−79.6% | Reduced |
| Allworth Financial LP | 11,747 | $87.8K | 0.00% | +2,927+33.2% | Added |
| O'Dell Group, LLC | 12,108 | $88.4K | 0.02% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 13,410 | $88.6K | 0.06% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 11,938 | $90.0K | 0.01% | −1,397−10.5% | Reduced |
| Diversified Trust Co | 13,803 | $91.2K | 0.00% | −11,529−45.5% | Reduced |
| TD Waterhouse Canada Inc. | 14,212 | $91.4K | 0.00% | +1,696+13.6% | Added |
| Global Financial Private Client, LLC | 13,931 | $92.1K | 0.04% | +1,004+7.8% | Added |
| J.W. Cole Advisors, Inc. | 13,943 | $92.2K | 0.00% | +118+0.9% | Added |
| Cutter & CO Brokerage, Inc. | 14,000 | $92.5K | 0.02% | +14,000 | New |
| Crewe Advisors LLC | 14,034 | $92.8K | 0.01% | +200+1.4% | Added |
| Guardian Wealth Advisors, LLC | 14,119 | $93.3K | 0.01% | +14,119 | New |
| Ballentine Partners, LLC | 14,122 | $93.3K | 0.00% | +967+7.4% | Added |
| Visionary Wealth Advisors | 14,246 | $94.2K | 0.01% | +262+1.9% | Added |
| Raymond James Trust N.A. | 14,405 | $95.2K | 0.00% | +14,405 | New |
| Palisade Capital Management LLC | 14,500 | $95.8K | 0.00% | +14,500 | New |
| Chapin Davis, Inc. | 14,525 | $96.0K | 0.03% | +1,000+7.4% | Added |
| Avestar Capital, LLC | 14,582 | $96.4K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 14,800 | $98.0K | 0.07% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 14,991 | $99.1K | 0.00% | −60.0% | Reduced |
| Northwest Wealth Management, LLC | 15,000 | $99.2K | 0.03% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 15,000 | $99.2K | 0.02% | +15,000 | New |
| Fullcircle Wealth LLC | 14,034 | $99.6K | 0.05% | +14,034 | New |
| MidWestOne Financial Group, Inc. | 15,100 | $99.8K | 0.02% | +126+0.8% | Added |
| RSM US Wealth Management LLC | 15,750 | $100.9K | 0.00% | +15,750 | New |
| Truefg, LLC | 15,300 | $101.1K | 0.04% | +1,500+10.9% | Added |
| Clay Northam Wealth Management, LLC | 15,336 | $101.4K | 0.08% | +3,858+33.6% | Added |
| Insigneo Advisory Services, LLC | 15,602 | $102.0K | 0.01% | +3,349+27.3% | Added |
| Tempus Wealth Planning, LLC | 15,786 | $104.3K | 0.04% | +15,786 | New |
| Vivaldi Capital Management, LLC | 15,788 | $104.4K | 0.03% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 15,836 | $104.7K | 0.00% | +15,836 | New |
| Garden State Investment Advisory Services LLC | 16,000 | $105.8K | 0.04% | +50+0.3% | Added |
| Riverwood Capital Management Ltd. | 16,077 | $106.3K | 0.24% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,202 | $107.1K | 0.02% | +15+0.1% | Added |
| Albion Financial Group | 16,415 | $108.5K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 16,680 | $110.3K | 0.00% | −976−5.5% | Reduced |
| Financial Advisory Service, Inc. | 16,820 | $111.2K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 17,429 | $115.2K | 0.00% | −5,184−22.9% | Reduced |
| Independent Advisor Alliance | 17,493 | $115.6K | 0.00% | +3,883+28.5% | Added |
| Merit Financial Group, LLC | 18,017 | $119.1K | 0.00% | −3,482−16.2% | Reduced |
| Claro Advisors LLC | 18,246 | $120.6K | 0.02% | −500−2.7% | Reduced |
| Pointe Capital Management LLC | 18,490 | $122.2K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,639 | $123.2K | 0.00% | +4,134+28.5% | Added |
| Bensler, LLC | 18,730 | $123.8K | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 18,848 | $124.6K | 0.00% | +1,450+8.3% | Added |
| Concorde Asset Management, LLC | 18,874 | $124.8K | 0.08% | −3,200−14.5% | Reduced |
| Mainstay Capital Management LLC | 18,894 | $124.9K | 0.02% | +168+0.9% | Added |
| Zions Bancorporation, N.A. | 19,081 | $126.1K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 19,088 | $126.2K | 0.00% | −86−0.4% | Reduced |
| Integrated Wealth Concepts LLC | 19,166 | $126.7K | 0.00% | −10,834−36.1% | Reduced |
| NWF Advisory Services Inc. | 19,412 | $128.3K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 19,522 | $129.0K | 0.00% | −3,629−15.7% | Reduced |
| AE Wealth Management LLC | 19,600 | $129.6K | 0.00% | +2,176+12.5% | Added |
| Regal Investment Advisors LLC | 19,774 | $130.7K | 0.01% | +1,340+7.3% | Added |
| Marshall Financial Group LLC | 19,806 | $130.9K | 0.04% | +7,582+62.0% | Added |
| Cary Street Partner Investment Advisory LLC | 20,033 | $132.4K | 0.01% | +33+0.2% | Added |
| Pensionmark Financial Group, LLC | 20,409 | $134.9K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 20,638 | $136.4K | 0.01% | +9,754+89.6% | Added |
| Vinva Investment Management Ltd | 13,975 | $137.2K | 0.01% | +13,975 | New |
| Independent Wealth Network Inc. | 20,784 | $137.4K | 0.06% | +358+1.8% | Added |
| Marathon Trading Investment Management LLC | 21,300 | $140.8K | 0.04% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 22,103 | $146.1K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 22,300 | $147.4K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 22,396 | $148.0K | 0.05% | +1,255+5.9% | Added |
| Gladstone Institutional Advisory LLC | 23,010 | $152.1K | 0.01% | −13,100−36.3% | Reduced |
| Refined Wealth Management | 23,031 | $152.2K | 0.12% | +23,031 | New |
| Manchester Financial Inc | 23,456 | $155.0K | 0.04% | −242−1.0% | Reduced |
| Kensington Investment Counsel, LLC | 23,686 | $156.6K | 0.07% | +13,510+132.8% | Added |
| Coordinated Financial Services, Inc. | 23,900 | $158.0K | 0.14% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 24,264 | $160.4K | 0.03% | +4,527+22.9% | Added |
| Brinker Capital Investments, LLC | 24,372 | $161.1K | 0.00% | +3,075+14.4% | Added |
| Orion Portfolio Solutions, LLC | 24,372 | $161.1K | 0.00% | +3,075+14.4% | Added |
| Comerica Bank | 24,940 | $164.9K | 0.00% | +1,158+4.9% | Added |
| Axxcess Wealth Management, LLC | 25,182 | $166.5K | 0.00% | −223−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 25,550 | $168.9K | 0.00% | −7,723−23.2% | Reduced |
| MetLife Investment Management | 26,003 | $171.9K | 0.00% | +7,462+40.2% | Added |
| Kestra Private Wealth Services, LLC | 26,031 | $172.1K | 0.00% | −15,535−37.4% | Reduced |
| Traynor Capital Management, Inc. | 26,101 | $172.5K | 0.01% | +7,589+41.0% | Added |
| SeaCrest Wealth Management, LLC | 26,492 | $175.1K | 0.02% | −1,318−4.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 26,625 | $176.0K | 0.12% | −300−1.1% | Reduced |
| Founders Financial Securities LLC | 27,060 | $178.9K | 0.02% | +2,000+8.0% | Added |
| KBC Group NV | 27,032 | $179.0K | 0.00% | +7,343+37.3% | Added |
| CIBC Asset Management Inc | 27,447 | $181.4K | 0.00% | +6,269+29.6% | Added |
| International Assets Investment Management, LLC | 27,525 | $181.9K | 0.02% | +3,400+14.1% | Added |
| TCG Advisory Services, LLC | 27,792 | $183.7K | 0.01% | −3,000−9.7% | Reduced |
| Brown Advisory Inc | 28,203 | $186.4K | 0.00% | +5,500+24.2% | Added |
| Fox Run Management, L.L.C. | 28,573 | $188.9K | 0.04% | +8,641+43.4% | Added |
| Captrust Financial Advisors | 28,830 | $190.6K | 0.00% | +4,690+19.4% | Added |
| Good Life Advisors, LLC | 28,983 | $191.6K | 0.02% | +50.0% | Added |
| Valeo Financial Advisors, LLC | 29,716 | $196.4K | 0.01% | −10,000−25.2% | Reduced |
| Wealthcare Advisory Partners LLC | 29,880 | $197.5K | 0.01% | +3,214+12.1% | Added |
| Steward Partners Investment Advisory, LLC | 30,021 | $198.4K | 0.00% | −1,575−5.0% | Reduced |
| Calton & Associates, Inc. | 30,350 | $200.6K | 0.10% | +3,000+11.0% | Added |
| Signaturefd, LLC | 30,403 | $201.0K | 0.00% | −5,488−15.3% | Reduced |
| Moseley Investment Management Inc | 30,938 | $204.5K | 0.09% | +258+0.8% | Added |
| Umb Bank N A | 31,237 | $206.5K | 0.00% | 00.0% | Unchanged |
| Hartline Investment Corp | 31,246 | $206.5K | 0.03% | +31,246 | New |
| Quantinno Capital Management LP | 31,417 | $207.7K | 0.00% | −188,782−85.7% | Reduced |
| Level Four Advisory Services, LLC | 31,462 | $208.0K | 0.01% | +3,398+12.1% | Added |