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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.

Q3 2024 vs. Q2 2024

How the institutions holding SoFi Technologies, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SOFI: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5935626+38
Shares450.8M45.6M505.7M+100.5M (+24.8%)
Value$2.98B$301.3M$3.97B+$1.30B (+48.4%)

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (110)

Institutions that held SoFi Technologies, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Showing the largest 100 of 110 by value.

Institutions new to SOFI in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.45,438,167$357.1M0.01%
Renaissance Technologies LLC11,390,900$89.5M0.13%
Two Sigma Investments, LP2,923,327$23.0M0.05%
Cubist Systematic Strategies, LLC2,479,584$19.5M0.29%
Quadrature Capital Ltd2,036,104$16.0M0.36%
Ardmore Road Asset Management LP800,000$6.29M0.81%
AlphaStar Capital Management, LLC753,098$5.92M0.47%
Zacks Investment Management479,180$3.77M0.03%
Seven Eight Capital, LP411,393$3.23M0.29%
Point72 (DIFC) Ltd409,506$3.22M0.25%
Centiva Capital, LP327,351$2.57M0.12%
Tudor Investment Corp Et Al312,022$2.45M0.03%
LifePro Asset Management311,749$2.45M1.50%
Y-Intercept (Hong Kong) Ltd243,598$1.91M0.12%
Virtu Financial LLC209,778$1.65M0.09%
Dark Forest Capital Management LP206,665$1.62M0.21%
Scientech Research LLC192,921$1.52M0.30%
FORA Capital, LLC155,959$1.23M0.14%
Baader Bank INC150,000$1.18M0.10%
PMC FIG Opportunities LLC124,197$976.2K1.51%
Qsemble Capital Management, LP118,279$929.7K0.17%
Mount Lucas Management LP117,000$919.6K0.31%
Allianz Asset Management GmbH84,500$664.2K0.00%
ExodusPoint Capital Management, LP70,374$553.0K0.01%
Symmetry Partners, LLC52,312$411.2K0.10%
Savant Capital, LLC40,778$320.5K0.00%
Carolinas Wealth Consulting LLC40,000$314.4K0.06%
Sterling Capital Management LLC36,033$283.2K0.00%
Bramshill Investments, LLC36,000$283.0K0.03%
Wellington Wealth Strategies, LLC.25,208$281.6K0.21%
Cantor Fitzgerald, L. P.34,370$270.1K0.02%
Newman Dignan & Sheerar, Inc.18,373$205.6K0.05%
Carnegie Lake Advisors LLC25,550$201.0K0.08%
Prosperity Wealth Management, Inc.23,850$187.5K0.08%
Jump Financial, LLC22,837$179.5K0.00%
O'Shaughnessy Asset Management, LLC17,075$171.4K0.00%
Steel Peak Wealth Management LLC19,465$153.0K0.01%
Verus Capital Partners, LLC19,018$149.5K0.01%
Wiley Bros.-Aintree Capital, LLC18,177$142.9K0.00%
Sherbrooke Park Advisers LLC17,432$137.0K0.03%
Foundations Investment Advisors, LLC17,424$137.0K0.00%
American Alpha Advisors, LLC17,000$133.6K0.13%
Watts Gwilliam & Co., LLC15,247$128.2K0.03%
Wedmont Private Capital14,829$122.6K0.01%
Coldstream Capital Management Inc11,826$120.7K0.00%
Future Financial Wealth Managment LLC15,110$118.8K0.08%
Cooper Financial Group14,963$117.6K0.02%
Accurate Wealth Management, LLC11,090$112.9K0.02%
Paloma Partners Management Co14,176$111.4K0.01%
Danske Bank A/S14,100$110.8K0.00%
Mandatum Life Insurance Co Ltd13,872$109.0K0.03%
Mayfair Advisory Group, LLC12,185$102.2K0.06%
Keystone Financial Services12,622$99.2K0.04%
Point72 Asia (Singapore) Pte. Ltd.12,612$99.1K0.02%
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna12,600$99.0K0.04%
Moneta Group Investment Advisors LLC12,348$97.1K0.00%
Change Path, LLC12,001$94.3K0.00%
Global Wealth Management Investment Advisory, Inc.11,870$93.3K0.02%
Platform Technology Partners11,155$87.7K0.03%
Meeder Advisory Services, Inc.10,852$85.3K0.01%
Guggenheim Capital LLC10,843$85.2K0.00%
Panoramic Investment Advisors, LLC10,650$83.7K0.06%
Cigna Investments Inc10,578$83.0K0.01%
Balboa Wealth Partners10,450$82.1K0.02%
South State Corp.8,505$66.8K0.00%
Aster Capital Management (DIFC) Ltd7,690$60.4K0.01%
Gilliland Jeter Wealth Management LLC6,000$47.2K0.02%
Amundi4,642$39.0K0.00%
Waldron Private Wealth LLC4,947$38.9K0.00%
CSS LLC4,000$31.4K0.00%
GeoWealth Management, LLC3,638$28.6K0.00%
Skopos Labs, Inc.3,551$27.9K0.01%
Capital Performance Advisors LLP3,412$26.8K0.01%
Prosperity Financial Group, Inc.3,200$25.2K0.01%
Legacy Investment Solutions, LLC1,500$20.3K0.01%
Legacy Wealth Managment, LLC1,500$20.3K0.01%
Kovitz Investment Group Partners, LLC48,681$20.0K0.00%
Elequin Capital LP2,095$16.5K0.00%
TD Private Client Wealth LLC1,808$14.2K0.00%
Whittier Trust Co1,750$13.8K0.00%
WR Wealth Planners, LLC1,554$12.2K0.00%
Twin Tree Management, LP1,227$9.64K0.00%
Northwest Investment Counselors, LLC1,200$9.43K0.00%
Focused Wealth Management, Inc1,194$9.38K0.00%
Cullen/Frost Bankers, Inc.1,120$8.80K0.00%
Continuum Advisory, LLC626$8.39K0.00%
Raleigh Capital Management Inc.1,000$7.86K0.00%
MRP Capital Investments, LLC1,000$7.86K0.01%
Raelipskie Partnership1,000$7.86K0.00%
Planning Capital Management Corp950$7.47K0.00%
HighMark Wealth Management LLC805$6.33K0.00%
Oarsman Capital, Inc.675$5.31K0.00%
Estabrook Capital Management630$4.95K0.00%
True Wealth Design, LLC586$4.61K0.00%
Strategic Investment Solutions, Inc.500$3.93K0.00%
Trust Co of Vermont397$3.12K0.00%
JFS Wealth Advisors, LLC384$3.02K0.00%
Hemington Wealth Management283$3.00K0.00%
CarsonAllaria Wealth Management, Ltd.375$2.95K0.00%
American Capital Advisory, LLC210$1.65K0.00%

Sold out (72)

Institutions that held SoFi Technologies, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SOFI in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
HSBC Holdings PLC719,243$4.71M
PEAK6 Investments LLC300,669$1.99M
Soros Fund Management LLCSuperinvestorSoros Fund Management300,000$1.98M
Two Sigma Advisers, LP260,100$1.72M
Once Capital Management, LLC250,000$1.65M
Knights of Columbus Asset Advisors LLC201,394$1.33M
Estate Counselors, LLC180,580$1.19M
Pearl River Capital, LLC159,125$1.05M
Schonfeld Strategic Advisors LLC159,075$1.05M
BIT Capital GmbH72,486$479.1K
Icapital Wealth LLC64,358$425.4K
Corton Capital Inc.51,030$337.3K
Western Wealth Management, LLC47,473$313.8K
Natixis44,440$293.7K
Pinnacle Associates Ltd43,476$287.4K
Blueshift Asset Management, LLC41,407$273.7K
M Holdings Securities, Inc.39,320$260.0K
Creegan & Nassoura Financial Group, LLC26,625$176.0K
Refined Wealth Management23,031$152.2K
Marathon Trading Investment Management LLC21,300$140.8K
Vinva Investment Management Ltd13,975$137.2K
StoneX Group Inc.20,638$136.4K
Regal Investment Advisors LLC19,774$130.7K
Teacher Retirement System of Texas19,522$129.0K
Zions Bancorporation, N.A.19,081$126.1K
U.S. Capital Wealth Advisors, LLC15,836$104.7K
Tempus Wealth Planning, LLC15,786$104.3K
Insigneo Advisory Services, LLC15,602$102.0K
MidWestOne Financial Group, Inc.15,100$99.8K
Kavar Capital Partners Group, LLC15,000$99.2K
Palisade Capital Management LLC14,500$95.8K
Diversified Trust Co13,803$91.2K
Redwood Wealth Management Group, LLC13,066$86.4K
Teza Capital Management LLC12,409$82.0K
Capital Investment Advisory Services, LLC12,255$81.0K
Twin Peaks Wealth Advisors, LLC11,997$79.3K
SageView Advisory Group, LLC11,892$78.6K
Steele Capital Management, Inc.11,500$76.0K
Lakeview Capital Partners, LLC10,249$74.8K
NorthRock Partners, LLC11,258$74.4K
Banque Cantonale Vaudoise11,000$73.0K
Oversea-Chinese Banking CORP Ltd10,687$69.0K
Los Angeles Capital Management LLC10,293$68.0K
Stevens Capital Management LP10,314$68.0K
Richmond Brothers, Inc.10,083$66.6K
Tamar Securities, LLC10,024$66.3K
RFP Financial Group LLC3,037$20.1K
Davis Capital Management2,900$18.6K
Laffer Tengler Investments2,548$16.8K
Valley National Advisers Inc2,026$13.0K
Unique Wealth Strategies, LLC1,500$10.9K
Opal Wealth Advisors, LLC1,070$7.07K
VisionPoint Advisory Group, LLC1,000$6.61K
Ashton Thomas Private Wealth, LLC1,000$6.61K
SYSTM Wealth Solutions LLC848$5.61K
Gradient Investments LLC580$3.83K
Old Point Trust & Financial Services N A500$3.31K
Ibex Wealth Advisors500$3.31K
Kelly Financial Services LLC500$3.31K
Meeder Asset Management Inc472$3.12K
BBJS Financial Advisors, LLC400$2.64K
Wiser Advisor Group LLC293$1.94K
Triad Wealth Partners, LLC250$1.65K
Capital Analysts, LLC128$1.00K
Mather Group, LLC.95$694
DB Fitzpatrick & Co, Inc105$694
Pacifica Partners Inc.100$651
ORG Partners LLC100$643
Brown Brothers Harriman & Co30$198
Family Firm, Inc.24$159
Wetzel Investment Advisors, Inc.10$73
Strategic Financial Concepts, LLC10,047–

Not filed for Q3 2024 yet (5)

Institutions that held SoFi Technologies, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SOFI in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.45,457,402$300.5M
Benjamin F. Edwards & Company, Inc.88,580$585.0K
Coordinated Financial Services, Inc.23,900$158.0K
Buckingham Strategic Wealth, LLC12,435$82.2K
ICA Group Wealth Management, LLC515$3.40K