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 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 84,342 | $557.5K | 0.00% | +1,179+1.4% | Added |
| PFG Investments, LLC | 82,397 | $544.6K | 0.04% | +20,175+32.4% | Added |
| Principal Financial Group Inc | 78,729 | $520.4K | 0.00% | −1,921−2.4% | Reduced |
| M. Kulyk & Associates, LLC | 74,901 | $495.1K | 0.12% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 73,383 | $485.1K | 0.00% | −50−0.1% | Reduced |
| CI Private Wealth, LLC | 73,347 | $484.8K | 0.00% | +6,198+9.2% | Added |
| Entropy Technologies, LP | 72,767 | $481.0K | 0.05% | −26,607−26.8% | Reduced |
| Maryland State Retirement & Pension System | 72,493 | $479.2K | 0.01% | 00.0% | Unchanged |
| BIT Capital GmbH | 72,486 | $479.1K | 0.04% | −1,412,391−95.1% | Reduced |
| Strategic Advocates LLC | 72,298 | $477.9K | 0.19% | −132−0.2% | Reduced |
| Brookstone Capital Management | 60,703 | $475.9K | 0.01% | +60,703 | New |
| Spire Wealth Management | 68,787 | $454.7K | 0.02% | −102,945−59.9% | Reduced |
| VitalStone Financial, LLC | 68,247 | $451.1K | 0.33% | +7,541+12.4% | Added |
| Xcel Wealth Management, LLC | 68,020 | $449.6K | 0.14% | +8,250+13.8% | Added |
| Y.D. More Investments Ltd | 67,039 | $443.1K | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 66,347 | $438.6K | 0.00% | +2,838+4.5% | Added |
| Solidarilty Wealth, LLC | 65,661 | $434.0K | 0.13% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 64,495 | $426.3K | 0.06% | +44,234+218.3% | Added |
| Icapital Wealth LLC | 64,358 | $425.4K | 0.23% | −64,357−50.0% | Reduced |
| IPG Investment Advisors LLC | 63,000 | $416.4K | 0.09% | +49,500+366.7% | Added |
| Lauer Wealth, LLC | 70,803 | $416.3K | 0.33% | +26,546+60.0% | Added |
| Consolidated Investment Group LLC | 63,000 | $416.0K | 0.06% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 61,000 | $403.2K | 0.15% | +61,000 | New |
| Great Valley Advisor Group, Inc. | 60,635 | $401.2K | 0.01% | +827+1.4% | Added |
| Advisory Services Network, LLC | 60,276 | $398.4K | 0.01% | +12,400+25.9% | Added |
| San Luis Wealth Advisors LLC | 60,245 | $392.0K | 0.09% | +1,418+2.4% | Added |
| Harbour Investments, Inc. | 59,114 | $390.7K | 0.01% | −7,467−11.2% | Reduced |
| Amalgamated Bank | 58,529 | $387.0K | 0.00% | +5,661+10.7% | Added |
| Engineers Gate Manager LP | 57,900 | $382.7K | 0.01% | +17,164+42.1% | Added |
| CIBC Private Wealth Group, LLC | 59,957 | $380.7K | 0.00% | −1,358−2.2% | Reduced |
| ARS Investment Partners, LLC | 57,301 | $378.8K | 0.04% | +57,301 | New |
| QRG Capital Management, Inc. | 57,098 | $377.4K | 0.00% | +3,249+6.0% | Added |
| Sigma Planning Corp | 56,013 | $370.2K | 0.01% | +10,012+21.8% | Added |
| Tradition Wealth Management, LLC | 55,653 | $367.9K | 0.04% | +3,243+6.2% | Added |
| Davenport & Co LLC | 55,226 | $365.0K | 0.00% | +12,585+29.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 54,768 | $362.0K | 0.10% | +19,548+55.5% | Added |
| JustInvest LLC | 54,676 | $361.4K | 0.01% | +1,440+2.7% | Added |
| Means Investment Co., Inc. | 54,650 | $361.2K | 0.04% | −3,042−5.3% | Reduced |
| Deutsche Bank AG | 54,330 | $359.1K | 0.00% | +2,632+5.1% | Added |
| Arkadios Wealth Advisors | 54,226 | $358.4K | 0.02% | +4,579+9.2% | Added |
| MMBG Investment Advisors Co. | 54,015 | $357.0K | 0.04% | +54,015 | New |
| Alta Wealth Advisors LLC | 52,949 | $350.0K | 0.17% | −500−0.9% | Reduced |
| Xponance, Inc. | 52,795 | $349.0K | 0.00% | +18,285+53.0% | Added |
| Wellington Management Group LLP | 52,586 | $347.6K | 0.00% | −5,409−9.3% | Reduced |
| Integrated Advisors Network LLC | 52,310 | $345.8K | 0.02% | −250−0.5% | Reduced |
| CWM, LLC | 51,284 | $339.0K | 0.00% | +9,151+21.7% | Added |
| Corton Capital Inc. | 51,030 | $337.3K | 0.18% | +51,030 | New |
| Atomi Financial Group, Inc. | 50,693 | $335.1K | 0.02% | +5,489+12.1% | Added |
| Freestone Capital Holdings, LLC | 50,594 | $334.4K | 0.01% | −13,756−21.4% | Reduced |
| Bayesian Capital Management, LP | 48,602 | $321.3K | 0.04% | −197,998−80.3% | Reduced |
| Western Wealth Management, LLC | 47,473 | $313.8K | 0.02% | +762+1.6% | Added |
| River Street Advisors LLC | 47,146 | $311.6K | 0.19% | +3,864+8.9% | Added |
| Vident Advisory, LLC | 44,720 | $295.6K | 0.01% | +44,720 | New |
| Fortis Advisors, LLC | 44,550 | $294.5K | 0.21% | +2,000+4.7% | Added |
| Natixis | 44,440 | $293.7K | 0.00% | +44,440 | New |
| Pathway Financial Advisers, LLC | 44,352 | $293.1K | 0.11% | +1,096+2.5% | Added |
| Pinnacle Associates Ltd | 43,476 | $287.4K | 0.00% | +14,429+49.7% | Added |
| M&T Bank Corp | 43,250 | $285.9K | 0.00% | −28,697−39.9% | Reduced |
| Neuberger Berman Group LLC | 42,397 | $280.2K | 0.00% | +1,827+4.5% | Added |
| Oak Thistle LLC | 41,894 | $276.9K | 0.21% | +41,894 | New |
| Boothbay Fund Management, LLC | 41,693 | $275.6K | 0.01% | +41,693 | New |
| Blueshift Asset Management, LLC | 41,407 | $273.7K | 0.09% | −51,613−55.5% | Reduced |
| National Bank of Canada | 41,693 | $267.2K | 0.00% | +575+1.4% | Added |
| McGuire Investment Group, LLC | 39,950 | $264.1K | 0.04% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 39,600 | $261.8K | 0.36% | −3,145−7.4% | Reduced |
| M Holdings Securities, Inc. | 39,320 | $260.0K | 0.03% | +5,930+17.8% | Added |
| Empowered Funds, LLC | 39,326 | $259.9K | 0.00% | −8,528−17.8% | Reduced |
| Perigon Wealth Management, LLC | 39,122 | $258.6K | 0.01% | −3,074−7.3% | Reduced |
| Quinn Opportunity Partners LLC | 39,000 | $257.8K | 0.03% | 00.0% | Unchanged |
| SEI Investments Co | 38,976 | $257.6K | 0.00% | +3,139+8.8% | Added |
| Global Retirement Partners, LLC | 38,279 | $253.0K | 0.01% | +1,450+3.9% | Added |
| Diversify Wealth Management, LLC | 38,344 | $250.8K | 0.03% | +38,344 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 36,857 | $245.1K | 0.00% | +12,600+51.9% | Added |
| Hexagon Capital Partners LLC | 36,837 | $243.5K | 0.05% | +4,715+14.7% | Added |
| Axim Planning & Wealth | 36,758 | $243.0K | 0.29% | +8,758+31.3% | Added |
| Balyasny Asset Management LLC | 36,513 | $241.4K | 0.00% | +36,513 | New |
| FMR LLC | 36,353 | $240.3K | 0.00% | −20,685−36.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 36,258 | $239.7K | 0.02% | −4,468−11.0% | Reduced |
| Evercore Wealth Management, LLC | 35,849 | $237.0K | 0.00% | +25,000+230.4% | Added |
| Forum Financial Management, LP | 35,717 | $236.1K | 0.00% | +11,145+45.4% | Added |
| Drive Wealth Management, LLC | 35,287 | $233.2K | 0.06% | +110.0% | Added |
| Credit Agricole S A | 34,872 | $230.5K | 0.00% | +34,872 | New |
| Dynamic Advisor Solutions LLC | 33,771 | $223.2K | 0.01% | +2,495+8.0% | Added |
| Archford Capital Strategies, LLC | 33,642 | $222.4K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 33,621 | $222.2K | 0.02% | −3,771−10.1% | Reduced |
| Walkner Condon Financial Advisors LLC | 33,531 | $221.6K | 0.05% | −130.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 33,435 | $221.0K | 0.02% | −100−0.3% | Reduced |
| Independent Financial Group, LLC | 32,922 | $217.6K | 0.01% | −7,763−19.1% | Reduced |
| Nwam LLC | 32,849 | $217.1K | 0.06% | −24,572−42.8% | Reduced |
| US Bancorp | 32,569 | $215.3K | 0.00% | −28,194−46.4% | Reduced |
| Pallas Capital Advisors LLC | 28,020 | $211.0K | 0.01% | +28,020 | New |
| Stratos Wealth Advisors, LLC | 31,556 | $208.6K | 0.01% | −17,556−35.7% | Reduced |
| Level Four Advisory Services, LLC | 31,462 | $208.0K | 0.01% | +3,398+12.1% | Added |
| Quantinno Capital Management LP | 31,417 | $207.7K | 0.00% | −188,782−85.7% | Reduced |
| Hartline Investment Corp | 31,246 | $206.5K | 0.03% | +31,246 | New |
| Umb Bank N A | 31,237 | $206.5K | 0.00% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 30,938 | $204.5K | 0.09% | +258+0.8% | Added |
| Signaturefd, LLC | 30,403 | $201.0K | 0.00% | −5,488−15.3% | Reduced |
| Calton & Associates, Inc. | 30,350 | $200.6K | 0.10% | +3,000+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 30,021 | $198.4K | 0.00% | −1,575−5.0% | Reduced |