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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 365,793 | $2.42M | 0.02% | +164,921+82.1% | Added |
| SG Americas Securities, LLC | 351,332 | $2.32M | 0.01% | +336,464+2,263.0% | Added |
| Wolverine Trading, LLC | 348,246 | $2.30M | 0.04% | −52,338−13.1% | Reduced |
| Mark Asset Management LP | 340,654 | $2.25M | 0.30% | +151,265+79.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 340,363 | $2.25M | 0.00% | −14,345−4.0% | Reduced |
| Old Second National Bank of Aurora | 326,198 | $2.16M | 0.55% | −9,557−2.8% | Reduced |
| PEAK6 Investments LLC | 300,669 | $1.99M | 0.09% | −855,743−74.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 300,000 | $1.98M | 0.04% | +300,000 | New |
| Northwestern Mutual Wealth Management Co | 294,711 | $1.95M | 0.00% | +115,316+64.3% | Added |
| First Trust Advisors LP | 287,972 | $1.90M | 0.00% | −383,646−57.1% | Reduced |
| Algert Global LLC | 286,786 | $1.90M | 0.06% | +63,076+28.2% | Added |
| Norris Financial Group, LLC | 282,301 | $1.87M | 0.97% | +42,976+18.0% | Added |
| Arizona State Retirement System | 280,982 | $1.86M | 0.01% | +30,672+12.3% | Added |
| Summit Trail Advisors, LLC | 279,609 | $1.85M | 0.05% | +19,693+7.6% | Added |
| Manufacturers Life Insurance Company, The | 263,826 | $1.74M | 0.00% | +30,206+12.9% | Added |
| American Century Companies Inc | 262,271 | $1.73M | 0.00% | −136,452−34.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 260,498 | $1.72M | 0.01% | +17,384+7.2% | Added |
| Edgestream Partners, L.P. | 260,138 | $1.72M | 0.08% | +260,138 | New |
| Two Sigma Advisers, LP | 260,100 | $1.72M | 0.00% | +260,100 | New |
| Aptus Capital Advisors, LLC | 258,565 | $1.71M | 0.03% | +7,740+3.1% | Added |
| Firethorn Wealth Partners, LLC | 254,680 | $1.68M | 0.95% | +82,701+48.1% | Added |
| Van Eck Associates Corp | 252,538 | $1.67M | 0.00% | −35,900−12.4% | Reduced |
| Once Capital Management, LLC | 250,000 | $1.65M | 0.82% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 246,803 | $1.63M | 0.03% | +16,999+7.4% | Added |
| Citadel Advisors LLC | 245,419 | $1.62M | 0.00% | −11,603,512−97.9% | Reduced |
| Second Line Capital, LLC | 244,446 | $1.62M | 0.49% | +3,200+1.3% | Added |
| Belmont Capital, LLC | 242,350 | $1.60M | 0.30% | 00.0% | Unchanged |
| AXA S.A. | 235,627 | $1.56M | 0.00% | 00.0% | Unchanged |
| Well Done, LLC | 225,301 | $1.49M | 0.31% | +41,383+22.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 222,899 | $1.47M | 0.00% | +29,604+15.3% | Added |
| Great West Life Assurance Co | 220,003 | $1.46M | 0.00% | +37,199+20.3% | Added |
| Reynders McVeigh Capital Management, LLC | 208,433 | $1.38M | 0.08% | +24,690+13.4% | Added |
| Voya Investment Management LLC | 203,069 | $1.34M | 0.00% | +88,917+77.9% | Added |
| Quantbot Technologies LP | 202,914 | $1.34M | 0.06% | −354,600−63.6% | Reduced |
| HighTower Advisors, LLC | 202,920 | $1.34M | 0.00% | −36,714−15.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 201,394 | $1.33M | 0.09% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 192,207 | $1.27M | 0.00% | −22,392−10.4% | Reduced |
| Vontobel Holding Ltd. | 189,237 | $1.25M | 0.00% | +12,984+7.4% | Added |
| Handelsbanken Fonder AB | 188,500 | $1.25M | 0.01% | +14,500+8.3% | Added |
| Burney Co | 181,359 | $1.20M | 0.05% | −750.0% | Reduced |
| Estate Counselors, LLC | 180,580 | $1.19M | 0.13% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 176,660 | $1.17M | 0.01% | +546+0.3% | Added |
| Utah Retirement Systems | 170,500 | $1.13M | 0.01% | +10,200+6.4% | Added |
| Parallax Volatility Advisers, L.P. | 170,233 | $1.13M | 0.03% | −2,009−1.2% | Reduced |
| Citizens Financial Group Inc | 170,132 | $1.12M | 0.02% | +170,132 | New |
| Pathstone Holdings, LLC | 169,631 | $1.12M | 0.01% | +799+0.5% | Added |
| Toroso Investments, LLC | 162,240 | $1.07M | 0.01% | +128,507+381.0% | Added |
| Pearl River Capital, LLC | 159,125 | $1.05M | 0.17% | +159,125 | New |
| Schonfeld Strategic Advisors LLC | 159,075 | $1.05M | 0.01% | −966,486−85.9% | Reduced |
| Acorn Financial Advisory Services Inc | 157,940 | $1.04M | 0.19% | −909−0.6% | Reduced |
| Creative Planning | 152,348 | $1.01M | 0.00% | −3,160−2.0% | Reduced |
| Prentice Capital Management, LP | 150,117 | $992.3K | 2.33% | +117+0.1% | Added |
| Capital Markets Trading UK LLP | 144,971 | $958.0K | 0.70% | −318,227−68.7% | Reduced |
| Nisa Investment Advisors, LLC | 144,700 | $956.5K | 0.01% | −75,000−34.1% | Reduced |
| Envestnet Asset Management Inc | 142,642 | $942.9K | 0.00% | −1,947−1.3% | Reduced |
| Truist Financial Corp | 137,556 | $909.2K | 0.00% | −12,187−8.1% | Reduced |
| Kovack Advisors, Inc. | 135,019 | $892.5K | 0.10% | +9,704+7.7% | Added |
| Equitable Holdings, Inc. | 134,947 | $892.0K | 0.01% | +39,482+41.4% | Added |
| LM Advisors LLC | 132,605 | $877.0K | 0.00% | −11,249−7.8% | Reduced |
| Sanctuary Advisors, LLC | 110,602 | $870.4K | 0.01% | +110,602 | New |
| Victory Capital Management Inc | 127,342 | $841.7K | 0.00% | +8,267+6.9% | Added |
| SpiderRock Advisors, LLC | 126,746 | $837.8K | 0.02% | +126,746 | New |
| Two Sigma Securities, LLC | 125,009 | $826.3K | 0.04% | −99,444−44.3% | Reduced |
| Alliance Wealth Advisors, LLC | 121,880 | $805.6K | 0.24% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 118,273 | $781.8K | 0.00% | +10,876+10.1% | Added |
| Soltis Investment Advisors LLC | 116,828 | $772.2K | 0.08% | +76,400+189.0% | Added |
| Gsa Capital Partners LLP | 116,284 | $769.0K | 0.05% | +48,722+72.1% | Added |
| Kennedy Investment Group | 116,100 | $767.4K | 0.39% | +5,200+4.7% | Added |
| Colony Group, LLC | 114,895 | $759.0K | 0.00% | −5,518−4.6% | Reduced |
| AQR Capital Management LLC | 115,186 | $755.6K | 0.00% | +42,660+58.8% | Added |
| Pegasus Asset Management, Inc. | 111,344 | $736.0K | 0.28% | +9,359+9.2% | Added |
| Hourglass Capital, LLC | 111,000 | $733.7K | 0.22% | +111,000 | New |
| Newbridge Financial Services Group, Inc. | 109,000 | $720.5K | 0.27% | −180,476−62.3% | Reduced |
| National Asset Management, Inc. | 108,943 | $720.1K | 0.02% | −18,193−14.3% | Reduced |
| Stifel Financial Corp | 108,481 | $717.1K | 0.00% | −57,978−34.8% | Reduced |
| Janney Montgomery Scott LLC | 107,105 | $708.0K | 0.00% | +56,365+111.1% | Added |
| Capital Advisors Wealth Management, LLC | 102,999 | $680.8K | 0.13% | +486+0.5% | Added |
| We Are One Seven, LLC | 102,878 | $680.0K | 0.03% | −75,756−42.4% | Reduced |
| Public Employees Retirement Association of Colorado | 102,103 | $675.0K | 0.00% | +25,583+33.4% | Added |
| Kestra Advisory Services, LLC | 101,901 | $673.6K | 0.00% | +12,328+13.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 100,000 | $661.0K | 0.07% | +70,000+233.3% | Added |
| Marex Group plc | 99,593 | $658.3K | 0.02% | +32,995+49.5% | Added |
| Avantax Advisory Services, Inc. | 98,929 | $653.9K | 0.00% | +1,710+1.8% | Added |
| HighPoint Advisor Group LLC | 87,971 | $653.0K | 0.04% | −29,550−25.1% | Reduced |
| Prospera Financial Services Inc | 97,483 | $644.3K | 0.02% | −9,330−8.7% | Reduced |
| Russell Investments Group, Ltd. | 96,986 | $641.1K | 0.00% | +53,362+122.3% | Added |
| Stratos Wealth Partners, LTD. | 96,320 | $636.7K | 0.01% | −12,202−11.2% | Reduced |
| DnB Asset Management AS | 95,954 | $634.3K | 0.00% | +12,717+15.3% | Added |
| Mercer Global Advisors Inc | 70,401 | $621.1K | 0.00% | +4,661+7.1% | Added |
| Hudock, Inc. | 92,630 | $612.3K | 0.11% | +92,630 | New |
| IFP Advisors, Inc | 90,868 | $600.6K | 0.02% | +898+1.0% | Added |
| Brevan Howard Capital Management LP | 90,711 | $599.6K | 0.04% | −90,975−50.1% | Reduced |
| Perennial Investment Advisors, LLC | 89,926 | $594.4K | 0.09% | +7,866+9.6% | Added |
| Concurrent Investment Advisors, LLC | 89,416 | $591.0K | 0.02% | +22,211+33.0% | Added |
| Jones Financial Companies LLLP | 89,034 | $588.5K | 0.00% | +68,356+330.6% | Added |
| Benjamin F. Edwards & Company, Inc. | 88,580 | $585.0K | 0.01% | +86,545+4,252.8% | Added |
| Lakeshore Financial Planning, Inc. | 87,813 | $580.4K | 0.28% | +4,507+5.4% | Added |
| Matisse Capital | 87,038 | $575.3K | 0.28% | −2,622−2.9% | Reduced |
| Wealthfront Advisers LLC | 86,624 | $572.6K | 0.00% | +41,193+90.7% | Added |
| Miracle Mile Advisors, LLC | 84,350 | $557.6K | 0.01% | +3,000+3.7% | Added |