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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.

13F holders, Q3 2024

Institutional positions in SoFi Technologies, Inc. as of Sep 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
626
+38 vs. Q2 2024
Shares held
505.7M
+100.5M (+24.8%) vs. Q2 2024
Total value
$3.97B
+$1.30B (+48.4%) vs. Q2 2024
New holders
110
228 more added
Sold out
72
161 more reduced

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2024: 626 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ3 2024: $3.97B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2024.

Institutions holding SOFI in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Pin Oak Investment Advisors Inc100$00.00%−620−86.1%Reduced
Centerpoint Advisors, LLC50$00.00%00.0%Unchanged
Coston, McIsaac & Partners5$00.00%00.0%Unchanged
FSA Wealth Management LLC1$80.00%+1New
Pineridge Advisors LLC5$390.00%+5New
Bokf, NA7$550.00%00.0%Unchanged
Mendota Financial Group, LLC7$560.00%+7New
Berkshire Capital Holdings Inc10$790.00%00.0%Unchanged
Anchor Investment Management, LLC12$940.00%+11+1,100.0%Added
First Personal Financial Services13$1030.00%+13New
St. Johns Investment Management Company, LLC19$1490.00%+7+58.3%Added
Cape Investment Advisory, Inc.20$1570.00%00.0%Unchanged
Eukles Asset Management20$1570.00%+10+100.0%Added
Frazier Financial Advisors, LLC27$2130.00%00.0%Unchanged
Concord Wealth Partners36$2830.00%00.0%Unchanged
Claris Advisors, LLC36$2830.00%+36New
Riggs Asset Managment Co. Inc.39$3070.00%−1−2.5%Reduced
REAP Financial Group, LLC40$3140.00%00.0%Unchanged
West Paces Advisors Inc.45$3540.00%00.0%Unchanged
West Financial Advisors, LLC49$3860.00%00.0%Unchanged
Creative Financial Designs Inc50$3930.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.59$4640.00%+59New
Delta Asset Management LLC75$5900.00%00.0%Unchanged
Private Wealth Management Group, LLC79$6210.00%00.0%Unchanged
HM Payson & Co100$7860.00%00.0%Unchanged
Center for Financial Planning, Inc.100$7860.00%+100New
DiNuzzo Private Wealth, Inc.104$8180.00%+58+126.1%Added
Golden State Equity Partners109$8560.00%+109New
Bruce G. Allen Investments, LLC118$9270.00%00.0%Unchanged
Fifth Third Bancorp120$9430.00%00.0%Unchanged
Delos Wealth Advisors, LLC125$9830.00%00.0%Unchanged
Financial Perspectives, Inc125$9830.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$1.00K0.00%00.0%Unchanged
SJS Investment Consulting Inc.136$1.07K0.00%+136New
Mark Sheptoff Financial Planning, LLC200$1.57K0.00%00.0%Unchanged
Flaharty Asset Management, LLC200$1.57K0.00%+200New
Coppell Advisory Solutions LLC200$1.59K0.00%00.0%Unchanged
American Capital Advisory, LLC210$1.65K0.00%+210New
Massmutual Trust Co FSB224$1.76K0.00%−125−35.8%Reduced
Bullock Wealth Management Group236$1.80K0.00%+43+22.3%Added
Sachetta, LLC253$1.99K0.00%+8+3.3%Added
MV Capital Management, Inc.254$2.00K0.00%+192+309.7%Added
AlphaMark Advisors, LLC300$2.00K0.00%00.0%Unchanged
PrairieView Partners, LLC380$2.00K0.00%00.0%Unchanged
Hilltop National Bank300$2.36K0.00%00.0%Unchanged
Main Street Group, LTD300$2.36K0.00%00.0%Unchanged
Liberty One Investment Management, LLC313$2.46K0.00%−1,660−84.1%Reduced
Red Tortoise LLC328$2.58K0.00%00.0%Unchanged
Investment Research & Advisory Group, Inc.340$2.67K0.00%00.0%Unchanged
Toth Financial Advisory Corp350$2.75K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.375$2.95K0.00%+375New
TSFG, LLC373$3.00K0.00%00.0%Unchanged
Hemington Wealth Management283$3.00K0.00%+283New
JFS Wealth Advisors, LLC384$3.02K0.00%+384New
Creekmur Asset Management LLC396$3.11K0.00%−2,612−86.8%Reduced
Trust Co of Vermont397$3.12K0.00%+397New
Asset Dedication, LLC400$3.14K0.00%−1,050−72.4%Reduced
Versant Capital Management, Inc486$3.82K0.00%−103−17.5%Reduced
North Star Investment Management Corp.500$3.93K0.00%00.0%Unchanged
BFSG, LLC500$3.93K0.00%00.0%Unchanged
Stephens Consulting, LLC500$3.93K0.00%00.0%Unchanged
City State Bank500$3.93K0.00%+300+150.0%Added
Strategic Investment Solutions, Inc.500$3.93K0.00%+500New
Jamison Private Wealth Management, Inc.565$4.44K0.00%−10−1.7%Reduced
Tidemark, LLC571$4.49K0.00%00.0%Unchanged
True Wealth Design, LLC586$4.61K0.00%+586New
NVWM, LLC600$4.72K0.00%00.0%Unchanged
Estabrook Capital Management630$4.95K0.00%+630New
Optimum Investment Advisors650$5.11K0.00%00.0%Unchanged
Oarsman Capital, Inc.675$5.31K0.00%+675New
Quent Capital, LLC725$5.70K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich673$6.27K0.00%−47−6.5%Reduced
Brown, Lisle/Cummings, Inc.800$6.29K0.00%00.0%Unchanged
HighMark Wealth Management LLC805$6.33K0.00%+805New
Parkside Financial Bank & Trust928$7.29K0.00%+595+178.7%Added
Bell Investment Advisors, Inc933$7.33K0.00%00.0%Unchanged
Planning Capital Management Corp950$7.47K0.00%+950New
Thurston, Springer, Miller, Herd & Titak, Inc.1,000$7.86K0.00%00.0%Unchanged
Bank & Trust Co1,000$7.86K0.01%00.0%Unchanged
Raleigh Capital Management Inc.1,000$7.86K0.00%+1,000New
MRP Capital Investments, LLC1,000$7.86K0.01%+1,000New
Raelipskie Partnership1,000$7.86K0.00%+1,000New
Sunbelt Securities, Inc.1,027$8.07K0.00%+277+36.9%Added
Continuum Advisory, LLC626$8.39K0.00%+626New
Smartleaf Asset Management LLC1,056$8.39K0.00%+557+111.6%Added
Northwest Capital Management Inc1,090$8.57K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,120$8.80K0.00%+1,120New
Rothschild Investment LLC1,135$8.92K0.00%+35+3.2%Added
Covestor Ltd1,123$9.00K0.01%+14+1.3%Added
GPS Wealth Strategies Group, LLC1,157$9.09K0.00%00.0%Unchanged
Focused Wealth Management, Inc1,194$9.38K0.00%+1,194New
Larson Financial Group LLC1,198$9.42K0.00%+29+2.5%Added
Northwest Investment Counselors, LLC1,200$9.43K0.00%+1,200New
Twin Tree Management, LP1,227$9.64K0.00%+1,227New
Signature Resources Capital Management, LLC1,341$10.5K0.01%00.0%Unchanged
Tucker Asset Management LLC1,343$10.6K0.00%+1,205+873.2%Added
MCF Advisors LLC1,401$11.0K0.00%+1,000+249.4%Added
Venturi Wealth Management, LLC1,405$11.0K0.00%+440+45.6%Added
Glen Eagle Advisors, LLC1,445$11.4K0.00%00.0%Unchanged
Stone House Investment Management, LLC1,500$11.8K0.00%00.0%Unchanged