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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 13,606 | $89.9K | 0.00% | +5,504+67.9% | Added |
| Chapin Davis, Inc. | 11,525 | $90.6K | 0.03% | −3,000−20.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,584 | $91.0K | 0.01% | +849+7.9% | Added |
| Quadcap Wealth Management, LLC | 11,598 | $91.2K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,664 | $91.7K | 0.00% | −2,279−16.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,870 | $93.3K | 0.02% | +11,870 | New |
| Cooper/Haims Advisors, LLC | 11,900 | $93.5K | 0.05% | −375−3.1% | Reduced |
| Change Path, LLC | 12,001 | $94.3K | 0.00% | +12,001 | New |
| Silverlake Wealth Management LLC | 12,006 | $94.4K | 0.04% | +140+1.2% | Added |
| Main Street Financial Solutions, LLC | 12,026 | $94.5K | 0.01% | −946−7.3% | Reduced |
| Rosenberg Matthew Hamilton | 12,026 | $94.5K | 0.02% | +1,226+11.4% | Added |
| Transcend Wealth Collective, LLC | 12,048 | $94.7K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,108 | $95.2K | 0.02% | 00.0% | Unchanged |
| Prostatis Group LLC | 12,200 | $95.9K | 0.03% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,348 | $97.1K | 0.00% | +12,348 | New |
| Fermata Advisors, LLC | 12,485 | $98.1K | 0.02% | +1,000+8.7% | Added |
| Procyon Private Wealth Partners, LLC | 12,497 | $98.2K | 0.01% | +692+5.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,600 | $99.0K | 0.04% | +12,600 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 12,612 | $99.1K | 0.02% | +12,612 | New |
| Keystone Financial Services | 12,622 | $99.2K | 0.04% | +12,622 | New |
| TD Waterhouse Canada Inc. | 13,212 | $100.7K | 0.00% | −1,000−7.0% | Reduced |
| Mayfair Advisory Group, LLC | 12,185 | $102.2K | 0.06% | +12,185 | New |
| Ballentine Partners, LLC | 13,182 | $103.6K | 0.00% | −940−6.7% | Reduced |
| Raymond James Trust N.A. | 13,250 | $104.1K | 0.00% | −1,155−8.0% | Reduced |
| Worth Financial Advisory Group, LLC | 13,760 | $108.2K | 0.06% | +350+2.6% | Added |
| Mandatum Life Insurance Co Ltd | 13,872 | $109.0K | 0.03% | +13,872 | New |
| Interchange Capital Partners, LLC | 13,882 | $109.1K | 0.04% | −8,514−38.0% | Reduced |
| Global Financial Private Client, LLC | 13,931 | $109.5K | 0.04% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 14,000 | $110.0K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 14,061 | $110.5K | 0.01% | +27+0.2% | Added |
| Danske Bank A/S | 14,100 | $110.8K | 0.00% | +14,100 | New |
| Paloma Partners Management Co | 14,176 | $111.4K | 0.01% | +14,176 | New |
| Visionary Wealth Advisors | 14,276 | $112.2K | 0.01% | +30+0.2% | Added |
| Accurate Wealth Management, LLC | 11,090 | $112.9K | 0.02% | +11,090 | New |
| Avestar Capital, LLC | 14,582 | $114.6K | 0.01% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 14,800 | $116.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,782 | $116.0K | 0.00% | +4,592+45.1% | Added |
| Cooper Financial Group | 14,963 | $117.6K | 0.02% | +14,963 | New |
| Gotham Asset Management, LLC | 14,991 | $117.8K | 0.00% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 15,000 | $117.9K | 0.01% | +4,500+42.9% | Added |
| Future Financial Wealth Managment LLC | 15,110 | $118.8K | 0.08% | +15,110 | New |
| Allworth Financial LP | 15,187 | $119.4K | 0.00% | +3,440+29.3% | Added |
| Northwest Wealth Management, LLC | 15,306 | $120.3K | 0.03% | +306+2.0% | Added |
| Clay Northam Wealth Management, LLC | 15,336 | $120.5K | 0.08% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 11,826 | $120.7K | 0.00% | +11,826 | New |
| Garden State Investment Advisory Services LLC | 15,500 | $121.8K | 0.04% | −500−3.1% | Reduced |
| Wedmont Private Capital | 14,829 | $122.6K | 0.01% | +14,829 | New |
| Vivaldi Capital Management, LLC | 15,788 | $124.1K | 0.04% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,017 | $125.8K | 0.00% | −92,926−85.3% | Reduced |
| Riverwood Capital Management Ltd. | 16,077 | $126.4K | 0.29% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 16,120 | $126.7K | 0.01% | −700−4.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,202 | $127.3K | 0.02% | 00.0% | Unchanged |
| Truefg, LLC | 16,300 | $128.1K | 0.04% | +1,000+6.5% | Added |
| Watts Gwilliam & Co., LLC | 15,247 | $128.2K | 0.03% | +15,247 | New |
| Vident Advisory, LLC | 16,324 | $128.3K | 0.00% | −28,396−63.5% | Reduced |
| Albion Financial Group | 16,415 | $129.0K | 0.01% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 16,478 | $129.5K | 0.01% | +6,096+58.7% | Added |
| Axxcess Wealth Management, LLC | 16,479 | $129.5K | 0.00% | −8,703−34.6% | Reduced |
| RSM US Wealth Management LLC | 17,157 | $130.9K | 0.00% | +1,407+8.9% | Added |
| Concorde Asset Management, LLC | 16,845 | $132.4K | 0.07% | −2,029−10.8% | Reduced |
| American Alpha Advisors, LLC | 17,000 | $133.6K | 0.13% | +17,000 | New |
| Wealthspan Partners, LLC | 17,116 | $134.5K | 0.07% | +6,000+54.0% | Added |
| Bensler, LLC | 17,183 | $135.1K | 0.02% | −1,547−8.3% | Reduced |
| Foundations Investment Advisors, LLC | 17,424 | $137.0K | 0.00% | +17,424 | New |
| Sherbrooke Park Advisers LLC | 17,432 | $137.0K | 0.03% | +17,432 | New |
| AE Wealth Management LLC | 17,440 | $137.1K | 0.00% | −2,160−11.0% | Reduced |
| Blair William & Co | 17,500 | $137.6K | 0.00% | +71+0.4% | Added |
| Geneos Wealth Management Inc. | 17,605 | $138.4K | 0.01% | +7,580+75.6% | Added |
| Buckingham Strategic Partners | 17,646 | $138.7K | 0.00% | +966+5.8% | Added |
| Independent Advisor Alliance | 17,719 | $139.3K | 0.01% | +226+1.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,177 | $142.9K | 0.00% | +18,177 | New |
| Wealthcare Advisory Partners LLC | 18,447 | $145.0K | 0.00% | −11,433−38.3% | Reduced |
| Pointe Capital Management LLC | 18,490 | $145.3K | 0.08% | 00.0% | Unchanged |
| Credit Agricole S A | 18,572 | $146.0K | 0.00% | −16,300−46.7% | Reduced |
| Merit Financial Group, LLC | 18,789 | $147.7K | 0.00% | +772+4.3% | Added |
| Mainstay Capital Management LLC | 18,894 | $148.5K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 19,018 | $149.5K | 0.01% | +19,018 | New |
| NWF Advisory Services Inc. | 19,412 | $152.6K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 19,465 | $153.0K | 0.01% | +19,465 | New |
| Pallas Capital Advisors LLC | 14,117 | $154.3K | 0.01% | −13,903−49.6% | Reduced |
| Fullcircle Wealth LLC | 14,034 | $157.0K | 0.07% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 20,083 | $157.9K | 0.01% | +50+0.2% | Added |
| Marshall Financial Group LLC | 20,543 | $161.5K | 0.04% | +737+3.7% | Added |
| Brinker Capital Investments, LLC | 21,585 | $169.7K | 0.00% | −2,787−11.4% | Reduced |
| Orion Portfolio Solutions, LLC | 21,585 | $169.7K | 0.00% | −2,787−11.4% | Reduced |
| Pensionmark Financial Group, LLC | 21,745 | $170.9K | 0.01% | +1,336+6.5% | Added |
| O'Shaughnessy Asset Management, LLC | 17,075 | $171.4K | 0.00% | +17,075 | New |
| Envestnet Portfolio Solutions, Inc. | 22,161 | $174.2K | 0.00% | +10,012+82.4% | Added |
| The PNC Financial Services Group, Inc. | 22,273 | $175.1K | 0.00% | +3,634+19.5% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $175.3K | 0.02% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 22,336 | $175.6K | 0.08% | +1,552+7.5% | Added |
| Jump Financial, LLC | 22,837 | $179.5K | 0.00% | +22,837 | New |
| Manchester Financial Inc | 23,406 | $184.0K | 0.04% | −50−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 23,681 | $186.1K | 0.00% | −2,350−9.0% | Reduced |
| Prosperity Wealth Management, Inc. | 23,850 | $187.5K | 0.08% | +23,850 | New |
| Resources Investment Advisors, LLC. | 24,498 | $192.6K | 0.00% | +5,650+30.0% | Added |
| Probity Advisors, Inc. | 24,570 | $193.1K | 0.04% | +306+1.3% | Added |
| Evercore Wealth Management, LLC | 25,000 | $196.5K | 0.00% | −10,849−30.3% | Reduced |
| Wellington Management Group LLP | 25,305 | $198.9K | 0.00% | −27,281−51.9% | Reduced |
| HB Wealth Management, LLC | 25,427 | $199.9K | 0.00% | +23,235+1,060.0% | Added |