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 |
|---|---|---|---|---|---|
| Signature Resources Capital Management, LLC | 1,341 | $8.86K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,169 | $7.73K | 0.00% | +100+9.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,157 | $7.65K | 0.00% | +1,157 | New |
| Rothschild Investment LLC | 1,100 | $7.27K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,090 | $7.21K | 0.00% | +40+3.8% | Added |
| Opal Wealth Advisors, LLC | 1,070 | $7.07K | 0.00% | +1,070 | New |
| Covestor Ltd | 1,109 | $7.00K | 0.00% | +4+0.4% | Added |
| AdvisorNet Financial, Inc | 1,050 | $6.94K | 0.00% | −50−4.5% | Reduced |
| VisionPoint Advisory Group, LLC | 1,000 | $6.61K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $6.61K | 0.00% | +1,000 | New |
| Ashton Thomas Private Wealth, LLC | 1,000 | $6.61K | 0.00% | +1,000 | New |
| Bank & Trust Co | 1,000 | $6.61K | 0.01% | +1,000 | New |
| Venturi Wealth Management, LLC | 965 | $6.38K | 0.00% | +965 | New |
| Bell Investment Advisors, Inc | 933 | $6.17K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 848 | $5.61K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 720 | $5.29K | 0.00% | −79−9.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 800 | $5.29K | 0.00% | +800 | New |
| Benjamin Edwards Inc | 702 | $5.00K | 0.00% | −436−38.3% | Reduced |
| Pin Oak Investment Advisors Inc | 720 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $4.96K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 725 | $4.79K | 0.00% | +360+98.6% | Added |
| Optimum Investment Advisors | 650 | $4.30K | 0.00% | −100−13.3% | Reduced |
| NVWM, LLC | 600 | $3.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 589 | $3.89K | 0.00% | −253−30.0% | Reduced |
| Gradient Investments LLC | 580 | $3.83K | 0.00% | −10−1.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 575 | $3.80K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 571 | $3.77K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 515 | $3.40K | 0.00% | +290+128.9% | Added |
| BFSG, LLC | 500 | $3.31K | 0.00% | −75−13.0% | Reduced |
| Old Point Trust & Financial Services N A | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 500 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 500 | $3.31K | 0.00% | +500 | New |
| Smartleaf Asset Management LLC | 499 | $3.26K | 0.00% | +347+228.3% | Added |
| Meeder Asset Management Inc | 472 | $3.12K | 0.00% | +51+12.1% | Added |
| MCF Advisors LLC | 401 | $2.65K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 400 | $2.64K | 0.00% | −750−65.2% | Reduced |
| Toth Financial Advisory Corp | 350 | $2.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 349 | $2.31K | 0.00% | +31+9.7% | Added |
| Investment Research & Advisory Group, Inc. | 340 | $2.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 333 | $2.20K | 0.00% | −20−5.7% | Reduced |
| Red Tortoise LLC | 328 | $2.17K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 373 | $2.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 300 | $1.98K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 293 | $1.94K | 0.00% | −297−50.3% | Reduced |
| Main Street Group, LTD | 300 | $1.93K | 0.00% | −500−62.5% | Reduced |
| Sachetta, LLC | 245 | $1.82K | 0.00% | +122+99.2% | Added |
| Triad Wealth Partners, LLC | 250 | $1.65K | 0.00% | +250 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 239 | $1.58K | 0.00% | +239 | New |
| Cornerstone Planning Group LLC | 236 | $1.54K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.32K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $1.32K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 200 | $1.32K | 0.00% | +200 | New |
| Bullock Wealth Management Group | 193 | $1.24K | 0.00% | +76+65.0% | Added |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 138 | $912 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $827 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $826 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $793 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 118 | $780 | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 105 | $694 | 0.00% | +55+110.0% | Added |
| Mather Group, LLC. | 95 | $694 | 0.00% | +82+630.8% | Added |
| HM Payson & Co | 100 | $661 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 100 | $651 | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $643 | 0.00% | −3,599−97.3% | Reduced |
| Private Wealth Management Group, LLC | 79 | $523 | 0.00% | −369−82.4% | Reduced |
| Delta Asset Management LLC | 75 | $496 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 62 | $410 | 0.00% | +29+87.9% | Added |
| Creative Financial Designs Inc | 50 | $331 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $324 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 46 | $305 | 0.00% | +46 | New |
| West Paces Advisors Inc. | 45 | $297 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 40 | $265 | 0.00% | +40 | New |
| REAP Financial Group, LLC | 40 | $264 | 0.00% | −40−50.0% | Reduced |
| Concord Wealth Partners | 36 | $238 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $198 | 0.00% | −3,185−99.1% | Reduced |
| Frazier Financial Advisors, LLC | 27 | $179 | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 24 | $159 | 0.00% | +24 | New |
| Cape Investment Advisory, Inc. | 20 | $132 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 12 | $79 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 10 | $73 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $66 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 7 | $46 | 0.00% | −35−83.3% | Reduced |
| Anchor Investment Management, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $0 | 0.00% | +73 | New |
| Strategic Financial Concepts, LLC | 10,047 | – | – | +10,047 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −5,282,400−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,582,296−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,405,021−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,324,152−100.0% | Sold out |
| Shaolin Capital Management LLC | 0 | $0 | 0.00% | −2,268,813−100.0% | Sold out |