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.
| 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, Q3 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glass Jacobson Investment Advisors llc | 1,500 | $11.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,554 | $12.2K | 0.00% | +1,554 | New |
| Capital Advisors, Ltd. LLC | 1,614 | $13.0K | 0.00% | +2+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,720 | $13.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,750 | $13.8K | 0.00% | +1,750 | New |
| TD Private Client Wealth LLC | 1,808 | $14.2K | 0.00% | +1,808 | New |
| Quadrant Capital Group LLC | 1,924 | $15.1K | 0.00% | −70−3.5% | Reduced |
| Barrett & Company, Inc. | 2,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 2,095 | $16.5K | 0.00% | +2,095 | New |
| Allspring Global Investments Holdings, LLC | 2,122 | $16.7K | 0.00% | −2,211−51.0% | Reduced |
| Sound Income Strategies, LLC | 2,500 | $19.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,506 | $19.7K | 0.00% | +370+17.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,526 | $19.9K | 0.00% | +2,287+956.9% | Added |
| Kovitz Investment Group Partners, LLC | 48,681 | $20.0K | 0.00% | +48,681 | New |
| Legacy Investment Solutions, LLC | 1,500 | $20.3K | 0.01% | +1,500 | New |
| Legacy Wealth Managment, LLC | 1,500 | $20.3K | 0.01% | +1,500 | New |
| Baldwin Brothers Inc | 2,706 | $21.3K | 0.00% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 3,000 | $23.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3,018 | $23.7K | 0.00% | −906−23.1% | Reduced |
| Prosperity Financial Group, Inc. | 3,200 | $25.2K | 0.01% | +3,200 | New |
| Westside Investment Management, Inc. | 3,500 | $25.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 3,300 | $25.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,356 | $26.4K | 0.00% | +2,306+219.6% | Added |
| Sandy Spring Bank | 3,391 | $26.7K | 0.00% | −715−17.4% | Reduced |
| Capital Performance Advisors LLP | 3,412 | $26.8K | 0.01% | +3,412 | New |
| HHM Wealth Advisors, LLC | 3,450 | $27.1K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,551 | $27.9K | 0.01% | +3,551 | New |
| GeoWealth Management, LLC | 3,638 | $28.6K | 0.00% | +3,638 | New |
| WealthCollab, LLC | 4,000 | $31.4K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 4,000 | $31.4K | 0.00% | +4,000 | New |
| Cornerstone Planning Group LLC | 3,050 | $31.9K | 0.01% | +2,814+1,192.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 4,082 | $32.1K | 0.00% | +687+20.2% | Added |
| GAMMA Investing LLC | 4,222 | $33.2K | 0.00% | −795−15.8% | Reduced |
| SOA Wealth Advisors, LLC. | 4,234 | $33.3K | 0.01% | −200−4.5% | Reduced |
| Tortoise Investment Management, LLC | 4,439 | $34.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,885 | $38.4K | 0.01% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 4,947 | $38.9K | 0.00% | +4,947 | New |
| Amundi | 4,642 | $39.0K | 0.00% | +4,642 | New |
| NewSquare Capital LLC | 5,000 | $39.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5,000 | $39.3K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,090 | $40.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,166 | $41.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5,340 | $42.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,379 | $42.3K | 0.00% | +1,975+58.0% | Added |
| Fortitude Family Office, LLC | 5,540 | $43.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,751 | $45.2K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 5,797 | $45.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,899 | $46.0K | 0.00% | +193+3.4% | Added |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $47.2K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,000 | $47.2K | 0.02% | +6,000 | New |
| Quarry LP | 6,625 | $52.1K | 0.02% | −6,069−47.8% | Reduced |
| Caitlin John, LLC | 3,900 | $52.6K | 0.03% | −200−4.9% | Reduced |
| Private Trust Co NA | 7,000 | $55.0K | 0.01% | −640−8.4% | Reduced |
| Game Plan Financial Advisors, LLC | 7,200 | $56.6K | 0.03% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 7,345 | $57.7K | 0.00% | −575−7.3% | Reduced |
| Parallel Advisors, LLC | 7,571 | $59.5K | 0.00% | +3,123+70.2% | Added |
| Aster Capital Management (DIFC) Ltd | 7,690 | $60.4K | 0.01% | +7,690 | New |
| Principal Securities, Inc. | 8,187 | $64.3K | 0.00% | +4,698+134.7% | Added |
| CoreCap Advisors, LLC | 8,212 | $64.5K | 0.00% | +1,917+30.5% | Added |
| Nemes Rush Group LLC | 8,894 | $64.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,431 | $66.3K | 0.00% | −17,119−67.0% | Reduced |
| South State Corp. | 8,505 | $66.8K | 0.00% | +8,505 | New |
| Quantbot Technologies LP | 8,519 | $67.0K | 0.00% | −194,395−95.8% | Reduced |
| Gainplan LLC | 10,351 | $68.4K | 0.03% | +49+0.5% | Added |
| Huntington National Bank | 8,856 | $69.6K | 0.00% | +7,222+442.0% | Added |
| NBC Securities, Inc. | 9,581 | $75.0K | 0.01% | +1,081+12.7% | Added |
| Corebridge Financial, Inc. | 9,585 | $75.3K | 0.00% | −317−3.2% | Reduced |
| TFC Financial Management | 9,768 | $76.8K | 0.01% | +311+3.3% | Added |
| Lazard Asset Management LLC | 10,110 | $78.0K | 0.00% | −151−1.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,000 | $78.6K | 0.00% | −450−4.3% | Reduced |
| Leonteq Securities AG | 10,000 | $78.6K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 10,000 | $78.6K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 10,073 | $79.0K | 0.02% | +10,000+13,698.6% | Added |
| Strategic Blueprint, LLC | 10,068 | $79.1K | 0.00% | −62−0.6% | Reduced |
| Hartline Investment Corp | 10,107 | $79.4K | 0.01% | −21,139−67.7% | Reduced |
| EverSource Wealth Advisors, LLC | 10,184 | $80.0K | 0.01% | −1,754−14.7% | Reduced |
| Guardian Wealth Advisors, LLC | 10,188 | $80.1K | 0.01% | −3,931−27.8% | Reduced |
| Capital Advisors Inc | 10,250 | $80.6K | 0.00% | −1,846−15.3% | Reduced |
| Brown Advisory Inc | 10,255 | $80.6K | 0.00% | −17,948−63.6% | Reduced |
| Waller Financial Planning Group, Inc | 10,327 | $81.2K | 0.02% | +52+0.5% | Added |
| Hilltop Holdings Inc. | 10,400 | $81.7K | 0.01% | −2,825−21.4% | Reduced |
| Balboa Wealth Partners | 10,450 | $82.1K | 0.02% | +10,450 | New |
| Cigna Investments Inc | 10,578 | $83.0K | 0.01% | +10,578 | New |
| Westwood Holdings Group Inc. | 10,646 | $83.7K | 0.00% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 10,650 | $83.7K | 0.06% | +10,650 | New |
| Wolff Wiese Magana LLC | 10,655 | $83.7K | 0.06% | 00.0% | Unchanged |
| Advisors Management Group Inc | 10,651 | $84.0K | 0.02% | 00.0% | Unchanged |
| Modus Advisors, LLC | 10,745 | $84.5K | 0.03% | −625−5.5% | Reduced |
| Guggenheim Capital LLC | 10,843 | $85.2K | 0.00% | +10,843 | New |
| Meeder Advisory Services, Inc. | 10,852 | $85.3K | 0.01% | +10,852 | New |
| Jacobi Capital Management LLC | 10,890 | $85.6K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 10,940 | $86.0K | 0.00% | +190+1.8% | Added |
| KLCM Advisors, Inc. | 11,000 | $86.5K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 11,000 | $86.5K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 11,000 | $86.5K | 0.03% | +1,000+10.0% | Added |
| Platform Technology Partners | 11,155 | $87.7K | 0.03% | +11,155 | New |
| Fox Run Management, L.L.C. | 11,368 | $89.4K | 0.02% | −17,205−60.2% | Reduced |