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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −921,834−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −873,206−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −422,837−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −400,010−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −232,156−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −173,863−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −159,882−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −148,686−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −137,931−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −135,701−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −121,782−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −91,736−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −89,500−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −77,787−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −74,707−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −66,503−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −55,833−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −49,066−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −43,384−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −35,295−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −29,288−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −28,232−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −27,728−100.0% | Sold out |
| Columbia Asset Management | 0 | $0 | 0.00% | −11,185−100.0% | Sold out |
| Options Solutions, LLC | 0 | $0 | 0.00% | −25,466−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −24,481−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| DDFG, Inc | 0 | $0 | 0.00% | −19,280−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −18,798−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −18,438−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −18,411−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −15,633−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −15,028−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −13,959−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −13,959−100.0% | Sold out |
| Burr Financial Services, LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −13,335−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −13,307−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,686−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −12,275−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| KRS Capital Management, LLC | 0 | $0 | 0.00% | −11,420−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −10,452−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,897−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −10,652−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −10,167−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −9,735−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −8,432−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −7,829−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Piscataqua Savings Bank | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −427−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Caliber Wealth Management, LLC | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| Highlander Capital Management, LLC | – | – | – | – | Not filed |
| Panoramic Investment Advisors, LLC | – | – | – | – | Not filed |
| Watts Gwilliam & Co., LLC | – | – | – | – | Not filed |
| Retirement Group, LLC | – | – | – | – | Not filed |
| FSA Wealth Management LLC | – | – | – | – | Not filed |