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 |
|---|---|---|---|---|---|
| Brevan Howard Capital Management LP | 90,711 | $599.6K | 0.04% | −90,975−50.1% | Reduced |
| IFP Advisors, Inc | 90,868 | $600.6K | 0.02% | +898+1.0% | Added |
| Hudock, Inc. | 92,630 | $612.3K | 0.11% | +92,630 | New |
| Mercer Global Advisors Inc | 70,401 | $621.1K | 0.00% | +4,661+7.1% | Added |
| DnB Asset Management AS | 95,954 | $634.3K | 0.00% | +12,717+15.3% | Added |
| Stratos Wealth Partners, LTD. | 96,320 | $636.7K | 0.01% | −12,202−11.2% | Reduced |
| Russell Investments Group, Ltd. | 96,986 | $641.1K | 0.00% | +53,362+122.3% | Added |
| Prospera Financial Services Inc | 97,483 | $644.3K | 0.02% | −9,330−8.7% | Reduced |
| HighPoint Advisor Group LLC | 87,971 | $653.0K | 0.04% | −29,550−25.1% | Reduced |
| Avantax Advisory Services, Inc. | 98,929 | $653.9K | 0.00% | +1,710+1.8% | Added |
| Marex Group plc | 99,593 | $658.3K | 0.02% | +32,995+49.5% | Added |
| Texas Capital Bank Wealth Management Services Inc | 100,000 | $661.0K | 0.07% | +70,000+233.3% | Added |
| Kestra Advisory Services, LLC | 101,901 | $673.6K | 0.00% | +12,328+13.8% | Added |
| Public Employees Retirement Association of Colorado | 102,103 | $675.0K | 0.00% | +25,583+33.4% | Added |
| We Are One Seven, LLC | 102,878 | $680.0K | 0.03% | −75,756−42.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 102,999 | $680.8K | 0.13% | +486+0.5% | Added |
| Janney Montgomery Scott LLC | 107,105 | $708.0K | 0.00% | +56,365+111.1% | Added |
| Stifel Financial Corp | 108,481 | $717.1K | 0.00% | −57,978−34.8% | Reduced |
| National Asset Management, Inc. | 108,943 | $720.1K | 0.02% | −18,193−14.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 109,000 | $720.5K | 0.27% | −180,476−62.3% | Reduced |
| Hourglass Capital, LLC | 111,000 | $733.7K | 0.22% | +111,000 | New |
| Pegasus Asset Management, Inc. | 111,344 | $736.0K | 0.28% | +9,359+9.2% | Added |
| AQR Capital Management LLC | 115,186 | $755.6K | 0.00% | +42,660+58.8% | Added |
| Colony Group, LLC | 114,895 | $759.0K | 0.00% | −5,518−4.6% | Reduced |
| Kennedy Investment Group | 116,100 | $767.4K | 0.39% | +5,200+4.7% | Added |
| Gsa Capital Partners LLP | 116,284 | $769.0K | 0.05% | +48,722+72.1% | Added |
| Soltis Investment Advisors LLC | 116,828 | $772.2K | 0.08% | +76,400+189.0% | Added |
| Pictet Asset Management Holding SA | 118,273 | $781.8K | 0.00% | +10,876+10.1% | Added |
| Alliance Wealth Advisors, LLC | 121,880 | $805.6K | 0.24% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 125,009 | $826.3K | 0.04% | −99,444−44.3% | Reduced |
| SpiderRock Advisors, LLC | 126,746 | $837.8K | 0.02% | +126,746 | New |
| Victory Capital Management Inc | 127,342 | $841.7K | 0.00% | +8,267+6.9% | Added |
| Sanctuary Advisors, LLC | 110,602 | $870.4K | 0.01% | +110,602 | New |
| LM Advisors LLC | 132,605 | $877.0K | 0.00% | −11,249−7.8% | Reduced |
| Equitable Holdings, Inc. | 134,947 | $892.0K | 0.01% | +39,482+41.4% | Added |
| Kovack Advisors, Inc. | 135,019 | $892.5K | 0.10% | +9,704+7.7% | Added |
| Truist Financial Corp | 137,556 | $909.2K | 0.00% | −12,187−8.1% | Reduced |
| Envestnet Asset Management Inc | 142,642 | $942.9K | 0.00% | −1,947−1.3% | Reduced |
| Nisa Investment Advisors, LLC | 144,700 | $956.5K | 0.01% | −75,000−34.1% | Reduced |
| Capital Markets Trading UK LLP | 144,971 | $958.0K | 0.70% | −318,227−68.7% | Reduced |
| Prentice Capital Management, LP | 150,117 | $992.3K | 2.33% | +117+0.1% | Added |
| Creative Planning | 152,348 | $1.01M | 0.00% | −3,160−2.0% | Reduced |
| Acorn Financial Advisory Services Inc | 157,940 | $1.04M | 0.19% | −909−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 159,075 | $1.05M | 0.01% | −966,486−85.9% | Reduced |
| Pearl River Capital, LLC | 159,125 | $1.05M | 0.17% | +159,125 | New |
| Toroso Investments, LLC | 162,240 | $1.07M | 0.01% | +128,507+381.0% | Added |
| Pathstone Holdings, LLC | 169,631 | $1.12M | 0.01% | +799+0.5% | Added |
| Citizens Financial Group Inc | 170,132 | $1.12M | 0.02% | +170,132 | New |
| Parallax Volatility Advisers, L.P. | 170,233 | $1.13M | 0.03% | −2,009−1.2% | Reduced |
| Utah Retirement Systems | 170,500 | $1.13M | 0.01% | +10,200+6.4% | Added |
| Beacon Pointe Advisors, LLC | 176,660 | $1.17M | 0.01% | +546+0.3% | Added |
| Estate Counselors, LLC | 180,580 | $1.19M | 0.13% | 00.0% | Unchanged |
| Burney Co | 181,359 | $1.20M | 0.05% | −750.0% | Reduced |
| Handelsbanken Fonder AB | 188,500 | $1.25M | 0.01% | +14,500+8.3% | Added |
| Vontobel Holding Ltd. | 189,237 | $1.25M | 0.00% | +12,984+7.4% | Added |
| State of Wisconsin Investment Board | 192,207 | $1.27M | 0.00% | −22,392−10.4% | Reduced |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.33M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 202,920 | $1.34M | 0.00% | −36,714−15.3% | Reduced |
| Quantbot Technologies LP | 202,914 | $1.34M | 0.06% | −354,600−63.6% | Reduced |
| Voya Investment Management LLC | 203,069 | $1.34M | 0.00% | +88,917+77.9% | Added |
| Reynders McVeigh Capital Management, LLC | 208,433 | $1.38M | 0.08% | +24,690+13.4% | Added |
| Great West Life Assurance Co | 220,003 | $1.46M | 0.00% | +37,199+20.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 222,899 | $1.47M | 0.00% | +29,604+15.3% | Added |
| Well Done, LLC | 225,301 | $1.49M | 0.31% | +41,383+22.5% | Added |
| AXA S.A. | 235,627 | $1.56M | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 242,350 | $1.60M | 0.30% | 00.0% | Unchanged |
| Second Line Capital, LLC | 244,446 | $1.62M | 0.49% | +3,200+1.3% | Added |
| Citadel Advisors LLC | 245,419 | $1.62M | 0.00% | −11,603,512−97.9% | Reduced |
| Oppenheimer & Co Inc | 246,803 | $1.63M | 0.03% | +16,999+7.4% | Added |
| Once Capital Management, LLC | 250,000 | $1.65M | 0.82% | 00.0% | Unchanged |
| Van Eck Associates Corp | 252,538 | $1.67M | 0.00% | −35,900−12.4% | Reduced |
| Firethorn Wealth Partners, LLC | 254,680 | $1.68M | 0.95% | +82,701+48.1% | Added |
| Aptus Capital Advisors, LLC | 258,565 | $1.71M | 0.03% | +7,740+3.1% | Added |
| Two Sigma Advisers, LP | 260,100 | $1.72M | 0.00% | +260,100 | New |
| Edgestream Partners, L.P. | 260,138 | $1.72M | 0.08% | +260,138 | New |
| Cambridge Investment Research Advisors, Inc. | 260,498 | $1.72M | 0.01% | +17,384+7.2% | Added |
| American Century Companies Inc | 262,271 | $1.73M | 0.00% | −136,452−34.2% | Reduced |
| Manufacturers Life Insurance Company, The | 263,826 | $1.74M | 0.00% | +30,206+12.9% | Added |
| Summit Trail Advisors, LLC | 279,609 | $1.85M | 0.05% | +19,693+7.6% | Added |
| Arizona State Retirement System | 280,982 | $1.86M | 0.01% | +30,672+12.3% | Added |
| Norris Financial Group, LLC | 282,301 | $1.87M | 0.97% | +42,976+18.0% | Added |
| Algert Global LLC | 286,786 | $1.90M | 0.06% | +63,076+28.2% | Added |
| First Trust Advisors LP | 287,972 | $1.90M | 0.00% | −383,646−57.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 294,711 | $1.95M | 0.00% | +115,316+64.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 300,000 | $1.98M | 0.04% | +300,000 | New |
| PEAK6 Investments LLC | 300,669 | $1.99M | 0.09% | −855,743−74.0% | Reduced |
| Old Second National Bank of Aurora | 326,198 | $2.16M | 0.55% | −9,557−2.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 340,363 | $2.25M | 0.00% | −14,345−4.0% | Reduced |
| Mark Asset Management LP | 340,654 | $2.25M | 0.30% | +151,265+79.9% | Added |
| Wolverine Trading, LLC | 348,246 | $2.30M | 0.04% | −52,338−13.1% | Reduced |
| SG Americas Securities, LLC | 351,332 | $2.32M | 0.01% | +336,464+2,263.0% | Added |
| Private Advisor Group, LLC | 365,793 | $2.42M | 0.02% | +164,921+82.1% | Added |
| Alliancebernstein L.P. | 378,470 | $2.50M | 0.00% | −7,910−2.0% | Reduced |
| EP Wealth Advisors, LLC | 382,844 | $2.53M | 0.03% | +6,122+1.6% | Added |
| Triumph Capital Management | 383,454 | $2.53M | 0.99% | +21,069+5.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 386,898 | $2.56M | 0.01% | +25,996+7.2% | Added |
| State of New Jersey Common Pension Fund D | 392,811 | $2.60M | 0.01% | −139,039−26.1% | Reduced |
| Public Employees Retirement System of Ohio | 392,851 | $2.60M | 0.01% | +29,039+8.0% | Added |
| Mariner, LLC | 397,722 | $2.63M | 0.01% | −24,977−5.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 401,370 | $2.65M | 0.11% | −150,657−27.3% | Reduced |