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 |
|---|---|---|---|---|---|
| Stratos Wealth Advisors, LLC | 31,556 | $208.6K | 0.01% | −17,556−35.7% | Reduced |
| Pallas Capital Advisors LLC | 28,020 | $211.0K | 0.01% | +28,020 | New |
| US Bancorp | 32,569 | $215.3K | 0.00% | −28,194−46.4% | Reduced |
| Nwam LLC | 32,849 | $217.1K | 0.06% | −24,572−42.8% | Reduced |
| Independent Financial Group, LLC | 32,922 | $217.6K | 0.01% | −7,763−19.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 33,435 | $221.0K | 0.02% | −100−0.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 33,531 | $221.6K | 0.05% | −130.0% | Reduced |
| Belpointe Asset Management LLC | 33,621 | $222.2K | 0.02% | −3,771−10.1% | Reduced |
| Archford Capital Strategies, LLC | 33,642 | $222.4K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 33,771 | $223.2K | 0.01% | +2,495+8.0% | Added |
| Credit Agricole S A | 34,872 | $230.5K | 0.00% | +34,872 | New |
| Drive Wealth Management, LLC | 35,287 | $233.2K | 0.06% | +110.0% | Added |
| Forum Financial Management, LP | 35,717 | $236.1K | 0.00% | +11,145+45.4% | Added |
| Evercore Wealth Management, LLC | 35,849 | $237.0K | 0.00% | +25,000+230.4% | Added |
| Jaffetilchin Investment Partners, LLC | 36,258 | $239.7K | 0.02% | −4,468−11.0% | Reduced |
| FMR LLC | 36,353 | $240.3K | 0.00% | −20,685−36.3% | Reduced |
| Balyasny Asset Management LLC | 36,513 | $241.4K | 0.00% | +36,513 | New |
| Axim Planning & Wealth | 36,758 | $243.0K | 0.29% | +8,758+31.3% | Added |
| Hexagon Capital Partners LLC | 36,837 | $243.5K | 0.05% | +4,715+14.7% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,857 | $245.1K | 0.00% | +12,600+51.9% | Added |
| Diversify Wealth Management, LLC | 38,344 | $250.8K | 0.03% | +38,344 | New |
| Global Retirement Partners, LLC | 38,279 | $253.0K | 0.01% | +1,450+3.9% | Added |
| SEI Investments Co | 38,976 | $257.6K | 0.00% | +3,139+8.8% | Added |
| Quinn Opportunity Partners LLC | 39,000 | $257.8K | 0.03% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 39,122 | $258.6K | 0.01% | −3,074−7.3% | Reduced |
| Empowered Funds, LLC | 39,326 | $259.9K | 0.00% | −8,528−17.8% | Reduced |
| M Holdings Securities, Inc. | 39,320 | $260.0K | 0.03% | +5,930+17.8% | Added |
| Aldebaran Financial Inc. | 39,600 | $261.8K | 0.36% | −3,145−7.4% | Reduced |
| McGuire Investment Group, LLC | 39,950 | $264.1K | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 41,693 | $267.2K | 0.00% | +575+1.4% | Added |
| Blueshift Asset Management, LLC | 41,407 | $273.7K | 0.09% | −51,613−55.5% | Reduced |
| Boothbay Fund Management, LLC | 41,693 | $275.6K | 0.01% | +41,693 | New |
| Oak Thistle LLC | 41,894 | $276.9K | 0.21% | +41,894 | New |
| Neuberger Berman Group LLC | 42,397 | $280.2K | 0.00% | +1,827+4.5% | Added |
| M&T Bank Corp | 43,250 | $285.9K | 0.00% | −28,697−39.9% | Reduced |
| Pinnacle Associates Ltd | 43,476 | $287.4K | 0.00% | +14,429+49.7% | Added |
| Pathway Financial Advisers, LLC | 44,352 | $293.1K | 0.11% | +1,096+2.5% | Added |
| Natixis | 44,440 | $293.7K | 0.00% | +44,440 | New |
| Fortis Advisors, LLC | 44,550 | $294.5K | 0.21% | +2,000+4.7% | Added |
| Vident Advisory, LLC | 44,720 | $295.6K | 0.01% | +44,720 | New |
| River Street Advisors LLC | 47,146 | $311.6K | 0.19% | +3,864+8.9% | Added |
| Western Wealth Management, LLC | 47,473 | $313.8K | 0.02% | +762+1.6% | Added |
| Bayesian Capital Management, LP | 48,602 | $321.3K | 0.04% | −197,998−80.3% | Reduced |
| Freestone Capital Holdings, LLC | 50,594 | $334.4K | 0.01% | −13,756−21.4% | Reduced |
| Atomi Financial Group, Inc. | 50,693 | $335.1K | 0.02% | +5,489+12.1% | Added |
| Corton Capital Inc. | 51,030 | $337.3K | 0.18% | +51,030 | New |
| CWM, LLC | 51,284 | $339.0K | 0.00% | +9,151+21.7% | Added |
| Integrated Advisors Network LLC | 52,310 | $345.8K | 0.02% | −250−0.5% | Reduced |
| Wellington Management Group LLP | 52,586 | $347.6K | 0.00% | −5,409−9.3% | Reduced |
| Xponance, Inc. | 52,795 | $349.0K | 0.00% | +18,285+53.0% | Added |
| Alta Wealth Advisors LLC | 52,949 | $350.0K | 0.17% | −500−0.9% | Reduced |
| MMBG Investment Advisors Co. | 54,015 | $357.0K | 0.04% | +54,015 | New |
| Arkadios Wealth Advisors | 54,226 | $358.4K | 0.02% | +4,579+9.2% | Added |
| Deutsche Bank AG | 54,330 | $359.1K | 0.00% | +2,632+5.1% | Added |
| Means Investment Co., Inc. | 54,650 | $361.2K | 0.04% | −3,042−5.3% | Reduced |
| JustInvest LLC | 54,676 | $361.4K | 0.01% | +1,440+2.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 54,768 | $362.0K | 0.10% | +19,548+55.5% | Added |
| Davenport & Co LLC | 55,226 | $365.0K | 0.00% | +12,585+29.5% | Added |
| Tradition Wealth Management, LLC | 55,653 | $367.9K | 0.04% | +3,243+6.2% | Added |
| Sigma Planning Corp | 56,013 | $370.2K | 0.01% | +10,012+21.8% | Added |
| QRG Capital Management, Inc. | 57,098 | $377.4K | 0.00% | +3,249+6.0% | Added |
| ARS Investment Partners, LLC | 57,301 | $378.8K | 0.04% | +57,301 | New |
| CIBC Private Wealth Group, LLC | 59,957 | $380.7K | 0.00% | −1,358−2.2% | Reduced |
| Engineers Gate Manager LP | 57,900 | $382.7K | 0.01% | +17,164+42.1% | Added |
| Amalgamated Bank | 58,529 | $387.0K | 0.00% | +5,661+10.7% | Added |
| Harbour Investments, Inc. | 59,114 | $390.7K | 0.01% | −7,467−11.2% | Reduced |
| San Luis Wealth Advisors LLC | 60,245 | $392.0K | 0.09% | +1,418+2.4% | Added |
| Advisory Services Network, LLC | 60,276 | $398.4K | 0.01% | +12,400+25.9% | Added |
| Great Valley Advisor Group, Inc. | 60,635 | $401.2K | 0.01% | +827+1.4% | Added |
| Hobbs Group Advisors, LLC | 61,000 | $403.2K | 0.15% | +61,000 | New |
| Consolidated Investment Group LLC | 63,000 | $416.0K | 0.06% | 00.0% | Unchanged |
| Lauer Wealth, LLC | 70,803 | $416.3K | 0.33% | +26,546+60.0% | Added |
| IPG Investment Advisors LLC | 63,000 | $416.4K | 0.09% | +49,500+366.7% | Added |
| Icapital Wealth LLC | 64,358 | $425.4K | 0.23% | −64,357−50.0% | Reduced |
| Laird Norton Trust Company, LLC | 64,495 | $426.3K | 0.06% | +44,234+218.3% | Added |
| Solidarilty Wealth, LLC | 65,661 | $434.0K | 0.13% | 00.0% | Unchanged |
| Prudential Financial Inc | 66,347 | $438.6K | 0.00% | +2,838+4.5% | Added |
| Y.D. More Investments Ltd | 67,039 | $443.1K | 0.05% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 68,020 | $449.6K | 0.14% | +8,250+13.8% | Added |
| VitalStone Financial, LLC | 68,247 | $451.1K | 0.33% | +7,541+12.4% | Added |
| Spire Wealth Management | 68,787 | $454.7K | 0.02% | −102,945−59.9% | Reduced |
| Brookstone Capital Management | 60,703 | $475.9K | 0.01% | +60,703 | New |
| Strategic Advocates LLC | 72,298 | $477.9K | 0.19% | −132−0.2% | Reduced |
| BIT Capital GmbH | 72,486 | $479.1K | 0.04% | −1,412,391−95.1% | Reduced |
| Maryland State Retirement & Pension System | 72,493 | $479.2K | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 72,767 | $481.0K | 0.05% | −26,607−26.8% | Reduced |
| CI Private Wealth, LLC | 73,347 | $484.8K | 0.00% | +6,198+9.2% | Added |
| Baird Financial Group, Inc. | 73,383 | $485.1K | 0.00% | −50−0.1% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $495.1K | 0.12% | 00.0% | Unchanged |
| Principal Financial Group Inc | 78,729 | $520.4K | 0.00% | −1,921−2.4% | Reduced |
| PFG Investments, LLC | 82,397 | $544.6K | 0.04% | +20,175+32.4% | Added |
| D.A. Davidson & Co. | 84,342 | $557.5K | 0.00% | +1,179+1.4% | Added |
| Miracle Mile Advisors, LLC | 84,350 | $557.6K | 0.01% | +3,000+3.7% | Added |
| Wealthfront Advisers LLC | 86,624 | $572.6K | 0.00% | +41,193+90.7% | Added |
| Matisse Capital | 87,038 | $575.3K | 0.28% | −2,622−2.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 87,813 | $580.4K | 0.28% | +4,507+5.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 88,580 | $585.0K | 0.01% | +86,545+4,252.8% | Added |
| Jones Financial Companies LLLP | 89,034 | $588.5K | 0.00% | +68,356+330.6% | Added |
| Concurrent Investment Advisors, LLC | 89,416 | $591.0K | 0.02% | +22,211+33.0% | Added |
| Perennial Investment Advisors, LLC | 89,926 | $594.4K | 0.09% | +7,866+9.6% | Added |