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 |
|---|---|---|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 12,149 | $80.3K | 0.00% | +1,259+11.6% | Added |
| Capital Advisors Inc | 12,096 | $80.0K | 0.00% | −19,800−62.1% | Reduced |
| Transcend Wealth Collective, LLC | 12,048 | $79.6K | 0.01% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11,997 | $79.3K | 0.04% | +1,000+9.1% | Added |
| SageView Advisory Group, LLC | 11,892 | $78.6K | 0.00% | +9,795+467.1% | Added |
| Silverlake Wealth Management LLC | 11,866 | $78.4K | 0.03% | +11,866 | New |
| Procyon Private Wealth Partners, LLC | 11,805 | $78.0K | 0.01% | −100−0.8% | Reduced |
| Quadcap Wealth Management, LLC | 11,598 | $76.7K | 0.01% | +912+8.5% | Added |
| Steele Capital Management, Inc. | 11,500 | $76.0K | 0.00% | +750+7.0% | Added |
| Fermata Advisors, LLC | 11,485 | $75.9K | 0.02% | +11,485 | New |
| Modus Advisors, LLC | 11,370 | $75.2K | 0.03% | +750+7.1% | Added |
| Lakeview Capital Partners, LLC | 10,249 | $74.8K | 0.01% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 11,258 | $74.4K | 0.00% | −987−8.1% | Reduced |
| Wealthspan Partners, LLC | 11,116 | $73.5K | 0.04% | +11,116 | New |
| Banque Cantonale Vaudoise | 11,000 | $73.0K | 0.00% | −3,500−24.1% | Reduced |
| KLCM Advisors, Inc. | 11,000 | $72.7K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 11,000 | $72.7K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,890 | $72.0K | 0.01% | −500−4.4% | Reduced |
| Yousif Capital Management, LLC | 10,750 | $71.1K | 0.00% | +720+7.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 10,735 | $71.0K | 0.01% | +10,735 | New |
| Wolff Wiese Magana LLC | 10,655 | $70.4K | 0.06% | −57,573−84.4% | Reduced |
| Westwood Holdings Group Inc. | 10,646 | $70.4K | 0.00% | +10,646 | New |
| Advisors Management Group Inc | 10,651 | $70.0K | 0.02% | +10,651 | New |
| Rosenberg Matthew Hamilton | 10,800 | $69.4K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 10,500 | $69.4K | 0.01% | +200+1.9% | Added |
| Cassaday & Co Wealth Management LLC | 10,450 | $69.1K | 0.00% | +450+4.5% | Added |
| Oversea-Chinese Banking CORP Ltd | 10,687 | $69.0K | 0.00% | +10,687 | New |
| Davy Global Fund Management Ltd | 10,382 | $68.6K | 0.01% | +10,382 | New |
| Gainplan LLC | 10,302 | $68.1K | 0.03% | −200−1.9% | Reduced |
| Los Angeles Capital Management LLC | 10,293 | $68.0K | 0.00% | +10,293 | New |
| Stevens Capital Management LP | 10,314 | $68.0K | 0.02% | +10,314 | New |
| Waller Financial Planning Group, Inc | 10,275 | $67.9K | 0.02% | +10,275 | New |
| Lazard Asset Management LLC | 10,261 | $67.0K | 0.00% | +5,053+97.0% | Added |
| Park Avenue Securities LLC | 10,190 | $67.0K | 0.00% | +10,190 | New |
| Strategic Blueprint, LLC | 10,130 | $67.0K | 0.00% | −516−4.8% | Reduced |
| Richmond Brothers, Inc. | 10,083 | $66.6K | 0.13% | +10,083 | New |
| Geneos Wealth Management Inc. | 10,025 | $66.3K | 0.00% | −717−6.7% | Reduced |
| Tamar Securities, LLC | 10,024 | $66.3K | 0.01% | +10,024 | New |
| Oak Harbor Wealth Partners, LLC | 10,000 | $66.1K | 0.02% | −10,000−50.0% | Reduced |
| Keebeck Wealth Management, LLC | 10,000 | $66.1K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 10,000 | $66.1K | 0.01% | +10,000 | New |
| Corebridge Financial, Inc. | 9,902 | $65.5K | 0.00% | +9,902 | New |
| TFC Financial Management | 9,457 | $62.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8,102 | $59.1K | 0.00% | +7,185+783.5% | Added |
| Nemes Rush Group LLC | 8,894 | $58.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,500 | $56.0K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 7,920 | $52.4K | 0.00% | +123+1.6% | Added |
| Private Trust Co NA | 7,640 | $50.5K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 7,200 | $47.6K | 0.02% | −600−7.7% | Reduced |
| CoreCap Advisors, LLC | 6,295 | $41.6K | 0.00% | −17,580−73.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $39.7K | 0.03% | 00.0% | Unchanged |
| Caption Management, LLC | 5,797 | $38.3K | 0.00% | −9,000−60.8% | Reduced |
| SRS Capital Advisors, Inc. | 5,751 | $38.0K | 0.00% | +1,449+33.7% | Added |
| Ci Investments Inc. | 5,706 | $38.0K | 0.00% | +2,945+106.7% | Added |
| Fortitude Family Office, LLC | 5,540 | $36.6K | 0.02% | −1,211−17.9% | Reduced |
| Ancora Advisors, LLC | 5,340 | $35.3K | 0.00% | −60−1.1% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $34.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,090 | $33.6K | 0.00% | +250+5.2% | Added |
| GAMMA Investing LLC | 5,017 | $33.2K | 0.00% | +1,981+65.3% | Added |
| NewSquare Capital LLC | 5,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5,000 | $33.0K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,885 | $32.3K | 0.01% | +50+1.0% | Added |
| Parallel Advisors, LLC | 4,448 | $29.4K | 0.00% | −1,247−21.9% | Reduced |
| Tortoise Investment Management, LLC | 4,439 | $29.3K | 0.00% | +500+12.7% | Added |
| SOA Wealth Advisors, LLC. | 4,434 | $29.3K | 0.01% | −79−1.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 4,333 | $28.6K | 0.00% | +1,543+55.3% | Added |
| Sandy Spring Bank | 4,106 | $27.1K | 0.00% | −4,000−49.3% | Reduced |
| Caitlin John, LLC | 4,100 | $27.1K | 0.02% | −500−10.9% | Reduced |
| WealthCollab, LLC | 4,000 | $26.4K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,924 | $25.9K | 0.00% | +76+2.0% | Added |
| Westside Investment Management, Inc. | 3,500 | $23.1K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 3,489 | $23.1K | 0.00% | −661−15.9% | Reduced |
| HHM Wealth Advisors, LLC | 3,450 | $22.8K | 0.00% | +1,000+40.8% | Added |
| Lindbrook Capital, LLC | 3,404 | $22.5K | 0.00% | +248+7.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,395 | $22.4K | 0.00% | −1,260,080−99.7% | Reduced |
| Nomura Asset Management Co Ltd | 3,300 | $21.8K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3,037 | $20.1K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3,008 | $19.9K | 0.01% | −23,330−88.6% | Reduced |
| Bank of New Hampshire | 3,000 | $19.8K | 0.01% | +1,000+50.0% | Added |
| Davis Capital Management | 2,900 | $18.6K | 0.02% | +2,900 | New |
| Cyrus J. Lawrence, LLC | 2,800 | $18.0K | 0.00% | +2,800 | New |
| Baldwin Brothers Inc | 2,706 | $17.9K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 2,548 | $16.8K | 0.00% | +2,548 | New |
| Sound Income Strategies, LLC | 2,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $16.5K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,192 | $14.5K | 0.00% | −21,894−90.9% | Reduced |
| Farther Finance Advisors, LLC | 2,136 | $13.7K | 0.00% | +1,099+106.0% | Added |
| Barrett & Company, Inc. | 2,000 | $13.2K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $13.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,994 | $13.2K | 0.00% | +1,318+195.0% | Added |
| Valley National Advisers Inc | 2,026 | $13.0K | 0.00% | −1,355−40.1% | Reduced |
| Liberty One Investment Management, LLC | 1,973 | $13.0K | 0.00% | −93−4.5% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,720 | $11.4K | 0.00% | −250−12.7% | Reduced |
| Capital Advisors, Ltd. LLC | 1,612 | $11.0K | 0.00% | −774−32.4% | Reduced |
| Unique Wealth Strategies, LLC | 1,500 | $10.9K | 0.01% | +1,500 | New |
| Huntington National Bank | 1,634 | $10.8K | 0.00% | +1,112+213.0% | Added |
| Stone House Investment Management, LLC | 1,500 | $9.91K | 0.00% | −173−10.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.91K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,450 | $9.59K | 0.00% | +1,050+262.5% | Added |
| Glen Eagle Advisors, LLC | 1,445 | $9.55K | 0.00% | +1,445 | New |