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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 25,460 | $200.1K | 0.00% | −543−2.1% | Reduced |
| Claro Advisors LLC | 25,550 | $200.8K | 0.03% | +7,304+40.0% | Added |
| Carnegie Lake Advisors LLC | 25,550 | $201.0K | 0.08% | +25,550 | New |
| Newman Dignan & Sheerar, Inc. | 18,373 | $205.6K | 0.05% | +18,373 | New |
| SeaCrest Wealth Management, LLC | 26,492 | $208.2K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 26,528 | $208.5K | 0.00% | +1,588+6.4% | Added |
| Kensington Investment Counsel, LLC | 26,740 | $210.2K | 0.09% | +3,054+12.9% | Added |
| Good Life Advisors, LLC | 26,791 | $210.6K | 0.01% | −2,192−7.6% | Reduced |
| KBC Group NV | 27,032 | $212.0K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 28,176 | $221.5K | 0.01% | −1,540−5.2% | Reduced |
| CIBC Asset Management Inc | 28,409 | $223.3K | 0.00% | +962+3.5% | Added |
| Founders Financial Securities LLC | 28,560 | $224.5K | 0.02% | +1,500+5.5% | Added |
| Trueblood Wealth Management, LLC | 28,824 | $226.6K | 0.11% | +6,721+30.4% | Added |
| Captrust Financial Advisors | 29,639 | $233.0K | 0.00% | +809+2.8% | Added |
| Signaturefd, LLC | 29,814 | $234.3K | 0.00% | −589−1.9% | Reduced |
| Traynor Capital Management, Inc. | 30,588 | $240.4K | 0.02% | +4,487+17.2% | Added |
| TCG Advisory Services, LLC | 31,109 | $244.5K | 0.01% | +3,317+11.9% | Added |
| Umb Bank N A | 31,237 | $245.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 31,375 | $246.6K | 0.00% | −1,194−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 31,471 | $247.4K | 0.00% | +1,450+4.8% | Added |
| Ieq Capital, LLC | 32,592 | $256.2K | 0.00% | +13,504+70.7% | Added |
| Stratos Wealth Advisors, LLC | 32,610 | $256.3K | 0.01% | +1,054+3.3% | Added |
| Dynamic Advisor Solutions LLC | 32,875 | $258.4K | 0.01% | −896−2.7% | Reduced |
| Axim Planning & Wealth | 32,918 | $258.7K | 0.29% | −3,840−10.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 33,035 | $259.7K | 0.02% | −400−1.2% | Reduced |
| Moseley Investment Management Inc | 33,536 | $263.6K | 0.11% | +2,598+8.4% | Added |
| Walkner Condon Financial Advisors LLC | 33,620 | $264.3K | 0.05% | +89+0.3% | Added |
| Cantor Fitzgerald, L. P. | 34,370 | $270.1K | 0.02% | +34,370 | New |
| Integrated Wealth Concepts LLC | 34,467 | $270.9K | 0.00% | +15,301+79.8% | Added |
| Belpointe Asset Management LLC | 35,186 | $276.6K | 0.02% | +1,565+4.7% | Added |
| Aldebaran Financial Inc. | 35,600 | $279.8K | 0.33% | −4,000−10.1% | Reduced |
| Oak Thistle LLC | 35,687 | $280.5K | 0.09% | −6,207−14.8% | Reduced |
| Wellington Wealth Strategies, LLC. | 25,208 | $281.6K | 0.21% | +25,208 | New |
| McGuire Investment Group, LLC | 35,950 | $282.6K | 0.04% | −4,000−10.0% | Reduced |
| Forum Financial Management, LP | 35,971 | $282.7K | 0.00% | +254+0.7% | Added |
| Bramshill Investments, LLC | 36,000 | $283.0K | 0.03% | +36,000 | New |
| Sterling Capital Management LLC | 36,033 | $283.2K | 0.00% | +36,033 | New |
| Hexagon Capital Partners LLC | 37,088 | $291.5K | 0.06% | +251+0.7% | Added |
| Perigon Wealth Management, LLC | 38,260 | $300.7K | 0.01% | −862−2.2% | Reduced |
| Drive Wealth Management, LLC | 39,350 | $309.3K | 0.08% | +4,063+11.5% | Added |
| Carolinas Wealth Consulting LLC | 40,000 | $314.4K | 0.06% | +40,000 | New |
| Nwam LLC | 40,104 | $315.2K | 0.02% | +7,255+22.1% | Added |
| Calton & Associates, Inc. | 40,440 | $317.9K | 0.12% | +10,090+33.2% | Added |
| Savant Capital, LLC | 40,778 | $320.5K | 0.00% | +40,778 | New |
| Empowered Funds, LLC | 41,277 | $324.4K | 0.01% | +1,951+5.0% | Added |
| EntryPoint Capital, LLC | 42,804 | $336.4K | 0.19% | +29,874+231.0% | Added |
| Sigma Planning Corp | 42,929 | $337.4K | 0.01% | −13,084−23.4% | Reduced |
| Archford Capital Strategies, LLC | 33,699 | $338.3K | 0.05% | +57+0.2% | Added |
| Level Four Advisory Services, LLC | 30,600 | $341.8K | 0.01% | −862−2.7% | Reduced |
| Fortis Advisors, LLC | 44,550 | $350.2K | 0.23% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 45,475 | $357.4K | 0.00% | +3,078+7.3% | Added |
| M&T Bank Corp | 45,582 | $358.6K | 0.00% | +2,332+5.4% | Added |
| Toroso Investments, LLC | 46,167 | $362.9K | 0.00% | −116,073−71.5% | Reduced |
| Global Retirement Partners, LLC | 46,602 | $366.3K | 0.01% | +8,323+21.7% | Added |
| Newbridge Financial Services Group, Inc. | 46,970 | $369.2K | 0.13% | −62,030−56.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 47,215 | $375.1K | 0.00% | +10,358+28.1% | Added |
| ARS Investment Partners, LLC | 48,000 | $377.3K | 0.03% | −9,301−16.2% | Reduced |
| Hobbs Group Advisors, LLC | 49,000 | $385.1K | 0.14% | −12,000−19.7% | Reduced |
| IPG Investment Advisors LLC | 49,340 | $387.8K | 0.08% | −13,660−21.7% | Reduced |
| Russell Investments Group, Ltd. | 49,790 | $391.4K | 0.00% | −47,196−48.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 50,000 | $393.0K | 0.04% | −50,000−50.0% | Reduced |
| Pathway Financial Advisers, LLC | 50,129 | $394.0K | 0.18% | +5,777+13.0% | Added |
| Freestone Capital Holdings, LLC | 50,594 | $397.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 60,276 | $398.4K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 38,344 | $399.5K | 0.04% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 50,884 | $400.0K | 0.04% | −3,766−6.9% | Reduced |
| Symmetry Partners, LLC | 52,312 | $411.2K | 0.10% | +52,312 | New |
| Integrated Advisors Network LLC | 52,373 | $411.7K | 0.02% | +63+0.1% | Added |
| PFG Investments, LLC | 53,045 | $416.9K | 0.03% | −29,352−35.6% | Reduced |
| MMBG Investment Advisors Co. | 54,015 | $424.6K | 0.04% | 00.0% | Unchanged |
| Xponance, Inc. | 54,097 | $425.2K | 0.00% | +1,302+2.5% | Added |
| Deutsche Bank AG | 54,220 | $426.2K | 0.00% | −110−0.2% | Reduced |
| Atomi Financial Group, Inc. | 54,266 | $426.5K | 0.03% | +3,573+7.0% | Added |
| SEI Investments Co | 55,322 | $434.8K | 0.00% | +16,346+41.9% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 56,355 | $442.0K | 0.13% | +1,587+2.9% | Added |
| Amalgamated Bank | 57,017 | $448.0K | 0.00% | −1,512−2.6% | Reduced |
| Jaffetilchin Investment Partners, LLC | 57,023 | $448.2K | 0.03% | +20,765+57.3% | Added |
| River Street Advisors LLC | 57,369 | $450.9K | 0.24% | +10,223+21.7% | Added |
| Tradition Wealth Management, LLC | 57,533 | $452.2K | 0.04% | +1,880+3.4% | Added |
| Maryland State Retirement & Pension System | 58,902 | $463.0K | 0.01% | −13,591−18.7% | Reduced |
| San Luis Wealth Advisors LLC | 60,245 | $466.0K | 0.10% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 59,849 | $470.4K | 0.00% | −108−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 60,110 | $472.5K | 0.02% | +37,100+161.2% | Added |
| Arkadios Wealth Advisors | 60,531 | $475.8K | 0.03% | +6,305+11.6% | Added |
| Brookstone Capital Management | 60,869 | $478.4K | 0.01% | +166+0.3% | Added |
| VitalStone Financial, LLC | 61,536 | $483.7K | 0.33% | −6,711−9.8% | Reduced |
| Harbour Investments, Inc. | 62,099 | $488.1K | 0.01% | +2,985+5.0% | Added |
| JustInvest LLC | 62,682 | $492.7K | 0.01% | +8,006+14.6% | Added |
| Laird Norton Trust Company, LLC | 64,495 | $506.9K | 0.07% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 65,000 | $510.9K | 0.14% | −46,000−41.4% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $516.1K | 0.14% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 67,039 | $526.9K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 67,224 | $528.4K | 0.01% | −67,723−50.2% | Reduced |
| Hudock, Inc. | 68,372 | $537.4K | 0.09% | −24,258−26.2% | Reduced |
| Principal Financial Group Inc | 70,095 | $550.9K | 0.00% | −8,634−11.0% | Reduced |
| ExodusPoint Capital Management, LP | 70,374 | $553.0K | 0.01% | +70,374 | New |
| Prudential Financial Inc | 70,613 | $555.0K | 0.00% | +4,266+6.4% | Added |
| Alta Wealth Advisors LLC | 70,719 | $555.9K | 0.25% | +17,770+33.6% | Added |
| Xcel Wealth Management, LLC | 72,020 | $566.1K | 0.17% | +4,000+5.9% | Added |
| Strategic Advocates LLC | 72,298 | $568.3K | 0.20% | 00.0% | Unchanged |