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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 29,880 | $197.5K | 0.01% | +3,214+12.1% | Added |
| Valeo Financial Advisors, LLC | 29,716 | $196.4K | 0.01% | −10,000−25.2% | Reduced |
| Good Life Advisors, LLC | 28,983 | $191.6K | 0.02% | +50.0% | Added |
| Captrust Financial Advisors | 28,830 | $190.6K | 0.00% | +4,690+19.4% | Added |
| Fox Run Management, L.L.C. | 28,573 | $188.9K | 0.04% | +8,641+43.4% | Added |
| Brown Advisory Inc | 28,203 | $186.4K | 0.00% | +5,500+24.2% | Added |
| TCG Advisory Services, LLC | 27,792 | $183.7K | 0.01% | −3,000−9.7% | Reduced |
| International Assets Investment Management, LLC | 27,525 | $181.9K | 0.02% | +3,400+14.1% | Added |
| CIBC Asset Management Inc | 27,447 | $181.4K | 0.00% | +6,269+29.6% | Added |
| KBC Group NV | 27,032 | $179.0K | 0.00% | +7,343+37.3% | Added |
| Founders Financial Securities LLC | 27,060 | $178.9K | 0.02% | +2,000+8.0% | Added |
| Creegan & Nassoura Financial Group, LLC | 26,625 | $176.0K | 0.12% | −300−1.1% | Reduced |
| SeaCrest Wealth Management, LLC | 26,492 | $175.1K | 0.02% | −1,318−4.7% | Reduced |
| Traynor Capital Management, Inc. | 26,101 | $172.5K | 0.01% | +7,589+41.0% | Added |
| Kestra Private Wealth Services, LLC | 26,031 | $172.1K | 0.00% | −15,535−37.4% | Reduced |
| MetLife Investment Management | 26,003 | $171.9K | 0.00% | +7,462+40.2% | Added |
| Tower Research Capital LLC (TRC) | 25,550 | $168.9K | 0.00% | −7,723−23.2% | Reduced |
| Axxcess Wealth Management, LLC | 25,182 | $166.5K | 0.00% | −223−0.9% | Reduced |
| Comerica Bank | 24,940 | $164.9K | 0.00% | +1,158+4.9% | Added |
| Brinker Capital Investments, LLC | 24,372 | $161.1K | 0.00% | +3,075+14.4% | Added |
| Orion Portfolio Solutions, LLC | 24,372 | $161.1K | 0.00% | +3,075+14.4% | Added |
| Probity Advisors, Inc. | 24,264 | $160.4K | 0.03% | +4,527+22.9% | Added |
| Coordinated Financial Services, Inc. | 23,900 | $158.0K | 0.14% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 23,686 | $156.6K | 0.07% | +13,510+132.8% | Added |
| Manchester Financial Inc | 23,456 | $155.0K | 0.04% | −242−1.0% | Reduced |
| Refined Wealth Management | 23,031 | $152.2K | 0.12% | +23,031 | New |
| Gladstone Institutional Advisory LLC | 23,010 | $152.1K | 0.01% | −13,100−36.3% | Reduced |
| Interchange Capital Partners, LLC | 22,396 | $148.0K | 0.05% | +1,255+5.9% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $147.4K | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 22,103 | $146.1K | 0.08% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 21,300 | $140.8K | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 20,784 | $137.4K | 0.06% | +358+1.8% | Added |
| Vinva Investment Management Ltd | 13,975 | $137.2K | 0.01% | +13,975 | New |
| StoneX Group Inc. | 20,638 | $136.4K | 0.01% | +9,754+89.6% | Added |
| Pensionmark Financial Group, LLC | 20,409 | $134.9K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20,033 | $132.4K | 0.01% | +33+0.2% | Added |
| Marshall Financial Group LLC | 19,806 | $130.9K | 0.04% | +7,582+62.0% | Added |
| Regal Investment Advisors LLC | 19,774 | $130.7K | 0.01% | +1,340+7.3% | Added |
| AE Wealth Management LLC | 19,600 | $129.6K | 0.00% | +2,176+12.5% | Added |
| Teacher Retirement System of Texas | 19,522 | $129.0K | 0.00% | −3,629−15.7% | Reduced |
| NWF Advisory Services Inc. | 19,412 | $128.3K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 19,166 | $126.7K | 0.00% | −10,834−36.1% | Reduced |
| Ieq Capital, LLC | 19,088 | $126.2K | 0.00% | −86−0.4% | Reduced |
| Zions Bancorporation, N.A. | 19,081 | $126.1K | 0.01% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 18,894 | $124.9K | 0.02% | +168+0.9% | Added |
| Concorde Asset Management, LLC | 18,874 | $124.8K | 0.08% | −3,200−14.5% | Reduced |
| Resources Investment Advisors, LLC. | 18,848 | $124.6K | 0.00% | +1,450+8.3% | Added |
| Bensler, LLC | 18,730 | $123.8K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 18,639 | $123.2K | 0.00% | +4,134+28.5% | Added |
| Pointe Capital Management LLC | 18,490 | $122.2K | 0.08% | 00.0% | Unchanged |
| Claro Advisors LLC | 18,246 | $120.6K | 0.02% | −500−2.7% | Reduced |
| Merit Financial Group, LLC | 18,017 | $119.1K | 0.00% | −3,482−16.2% | Reduced |
| Independent Advisor Alliance | 17,493 | $115.6K | 0.00% | +3,883+28.5% | Added |
| Blair William & Co | 17,429 | $115.2K | 0.00% | −5,184−22.9% | Reduced |
| Financial Advisory Service, Inc. | 16,820 | $111.2K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 16,680 | $110.3K | 0.00% | −976−5.5% | Reduced |
| Albion Financial Group | 16,415 | $108.5K | 0.01% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,202 | $107.1K | 0.02% | +15+0.1% | Added |
| Riverwood Capital Management Ltd. | 16,077 | $106.3K | 0.24% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,000 | $105.8K | 0.04% | +50+0.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,836 | $104.7K | 0.00% | +15,836 | New |
| Vivaldi Capital Management, LLC | 15,788 | $104.4K | 0.03% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 15,786 | $104.3K | 0.04% | +15,786 | New |
| Insigneo Advisory Services, LLC | 15,602 | $102.0K | 0.01% | +3,349+27.3% | Added |
| Clay Northam Wealth Management, LLC | 15,336 | $101.4K | 0.08% | +3,858+33.6% | Added |
| Truefg, LLC | 15,300 | $101.1K | 0.04% | +1,500+10.9% | Added |
| RSM US Wealth Management LLC | 15,750 | $100.9K | 0.00% | +15,750 | New |
| MidWestOne Financial Group, Inc. | 15,100 | $99.8K | 0.02% | +126+0.8% | Added |
| Fullcircle Wealth LLC | 14,034 | $99.6K | 0.05% | +14,034 | New |
| Northwest Wealth Management, LLC | 15,000 | $99.2K | 0.03% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 15,000 | $99.2K | 0.02% | +15,000 | New |
| Gotham Asset Management, LLC | 14,991 | $99.1K | 0.00% | −60.0% | Reduced |
| Elkhorn Partners Limited Partnership | 14,800 | $98.0K | 0.07% | 00.0% | Unchanged |
| Avestar Capital, LLC | 14,582 | $96.4K | 0.01% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 14,525 | $96.0K | 0.03% | +1,000+7.4% | Added |
| Palisade Capital Management LLC | 14,500 | $95.8K | 0.00% | +14,500 | New |
| Raymond James Trust N.A. | 14,405 | $95.2K | 0.00% | +14,405 | New |
| Visionary Wealth Advisors | 14,246 | $94.2K | 0.01% | +262+1.9% | Added |
| Ballentine Partners, LLC | 14,122 | $93.3K | 0.00% | +967+7.4% | Added |
| Guardian Wealth Advisors, LLC | 14,119 | $93.3K | 0.01% | +14,119 | New |
| Crewe Advisors LLC | 14,034 | $92.8K | 0.01% | +200+1.4% | Added |
| Cutter & CO Brokerage, Inc. | 14,000 | $92.5K | 0.02% | +14,000 | New |
| J.W. Cole Advisors, Inc. | 13,943 | $92.2K | 0.00% | +118+0.9% | Added |
| Global Financial Private Client, LLC | 13,931 | $92.1K | 0.04% | +1,004+7.8% | Added |
| TD Waterhouse Canada Inc. | 14,212 | $91.4K | 0.00% | +1,696+13.6% | Added |
| Diversified Trust Co | 13,803 | $91.2K | 0.00% | −11,529−45.5% | Reduced |
| EverSource Wealth Advisors, LLC | 11,938 | $90.0K | 0.01% | −1,397−10.5% | Reduced |
| Worth Financial Advisory Group, LLC | 13,410 | $88.6K | 0.06% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,108 | $88.4K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 11,747 | $87.8K | 0.00% | +2,927+33.2% | Added |
| Hilltop Holdings Inc. | 13,225 | $87.4K | 0.01% | −51,450−79.6% | Reduced |
| Redwood Wealth Management Group, LLC | 13,066 | $86.4K | 0.07% | +13,066 | New |
| Main Street Financial Solutions, LLC | 12,972 | $85.7K | 0.01% | +131+1.0% | Added |
| EntryPoint Capital, LLC | 12,930 | $85.5K | 0.04% | −15,866−55.1% | Reduced |
| Quarry LP | 12,694 | $83.9K | 0.03% | +12,694 | New |
| Buckingham Strategic Wealth, LLC | 12,435 | $82.2K | 0.00% | −4,319−25.8% | Reduced |
| Teza Capital Management LLC | 12,409 | $82.0K | 0.01% | −997−7.4% | Reduced |
| Cooper/Haims Advisors, LLC | 12,275 | $81.1K | 0.05% | −1,600−11.5% | Reduced |
| Capital Investment Advisory Services, LLC | 12,255 | $81.0K | 0.01% | +12,255 | New |
| Prostatis Group LLC | 12,200 | $80.6K | 0.03% | 00.0% | Unchanged |