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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 72,861 | $572.7K | 0.00% | −522−0.7% | Reduced |
| National Bank of Canada | 72,962 | $573.5K | 0.00% | +31,269+75.0% | Added |
| Spire Wealth Management | 73,782 | $579.9K | 0.02% | +4,995+7.3% | Added |
| Benjamin Edwards Inc | 74,500 | $585.4K | 0.01% | +73,798+10,512.5% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $588.7K | 0.12% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 75,272 | $592.1K | 0.01% | +14,637+24.1% | Added |
| Sanctuary Advisors, LLC | 39,981 | $623.7K | 0.00% | −70,621−63.9% | Reduced |
| Kovack Advisors, Inc. | 80,540 | $633.0K | 0.07% | −54,479−40.3% | Reduced |
| Two Sigma Securities, LLC | 83,572 | $656.9K | 0.05% | −41,437−33.1% | Reduced |
| Miracle Mile Advisors, LLC | 84,350 | $663.0K | 0.02% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 84,500 | $664.2K | 0.00% | +84,500 | New |
| Gsa Capital Partners LLP | 84,623 | $665.0K | 0.05% | −31,661−27.2% | Reduced |
| Matisse Capital | 87,038 | $684.1K | 0.33% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 87,664 | $689.0K | 0.01% | +3,322+3.9% | Added |
| Stratos Wealth Partners, LTD. | 88,461 | $695.3K | 0.01% | −7,859−8.2% | Reduced |
| FMR LLC | 92,632 | $728.1K | 0.00% | +56,279+154.8% | Added |
| Lakeshore Financial Planning, Inc. | 92,813 | $729.5K | 0.32% | +5,000+5.7% | Added |
| Perennial Investment Advisors, LLC | 92,904 | $730.2K | 0.09% | +2,978+3.3% | Added |
| Avantax Advisory Services, Inc. | 93,699 | $736.5K | 0.00% | −5,230−5.3% | Reduced |
| Stifel Financial Corp | 94,193 | $740.4K | 0.00% | −14,288−13.2% | Reduced |
| Lauer Wealth, LLC | 78,677 | $745.5K | 0.58% | +7,874+11.1% | Added |
| Prospera Financial Services Inc | 95,963 | $754.2K | 0.02% | −1,520−1.6% | Reduced |
| CI Private Wealth, LLC | 98,722 | $776.0K | 0.00% | +25,375+34.6% | Added |
| CWM, LLC | 98,956 | $778.0K | 0.00% | +47,672+93.0% | Added |
| HighPoint Advisor Group LLC | 70,693 | $780.5K | 0.05% | −17,278−19.6% | Reduced |
| Public Employees Retirement Association of Colorado | 102,103 | $803.0K | 0.00% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 104,129 | $818.5K | 0.00% | +17,505+20.2% | Added |
| Concurrent Investment Advisors, LLC | 104,203 | $819.0K | 0.02% | +14,787+16.5% | Added |
| We Are One Seven, LLC | 104,881 | $824.4K | 0.04% | +2,003+1.9% | Added |
| SG Americas Securities, LLC | 105,236 | $827.0K | 0.00% | −246,096−70.0% | Reduced |
| Capital Advisors Wealth Management, LLC | 108,179 | $850.3K | 0.16% | +5,180+5.0% | Added |
| Entropy Technologies, LP | 110,600 | $869.3K | 0.09% | +37,833+52.0% | Added |
| IFP Advisors, Inc | 110,947 | $872.0K | 0.03% | +20,079+22.1% | Added |
| Pegasus Asset Management, Inc. | 112,951 | $887.8K | 0.34% | +1,607+1.4% | Added |
| Kestra Advisory Services, LLC | 115,262 | $906.0K | 0.00% | +13,361+13.1% | Added |
| Soltis Investment Advisors LLC | 116,252 | $913.7K | 0.09% | −576−0.5% | Reduced |
| Mount Lucas Management LP | 117,000 | $919.6K | 0.31% | +117,000 | New |
| Kennedy Investment Group | 118,000 | $927.5K | 0.43% | +1,900+1.6% | Added |
| Qsemble Capital Management, LP | 118,279 | $929.7K | 0.17% | +118,279 | New |
| Alliance Wealth Advisors, LLC | 121,880 | $958.0K | 0.25% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 124,197 | $976.2K | 1.51% | +124,197 | New |
| Victory Capital Management Inc | 128,661 | $1.01M | 0.00% | +1,319+1.0% | Added |
| Marex Group plc | 129,474 | $1.02M | 0.02% | +29,881+30.0% | Added |
| LM Advisors LLC | 132,505 | $1.04M | 0.21% | −100−0.1% | Reduced |
| Pictet Asset Management Holding SA | 134,370 | $1.06M | 0.00% | +16,097+13.6% | Added |
| Janney Montgomery Scott LLC | 135,063 | $1.06M | 0.00% | +27,958+26.1% | Added |
| Consolidated Investment Group LLC | 138,000 | $1.08M | 0.16% | +75,000+119.0% | Added |
| Truist Financial Corp | 139,143 | $1.09M | 0.00% | +1,587+1.2% | Added |
| Acorn Financial Advisory Services Inc | 141,087 | $1.11M | 0.20% | −16,853−10.7% | Reduced |
| Nisa Investment Advisors, LLC | 141,700 | $1.11M | 0.01% | −3,000−2.1% | Reduced |
| Mercer Global Advisors Inc | 147,504 | $1.13M | 0.00% | +77,103+109.5% | Added |
| Beacon Pointe Advisors, LLC | 147,140 | $1.16M | 0.01% | −29,520−16.7% | Reduced |
| Baader Bank INC | 150,000 | $1.18M | 0.10% | +150,000 | New |
| Creative Planning | 152,030 | $1.19M | 0.00% | −318−0.2% | Reduced |
| FORA Capital, LLC | 155,959 | $1.23M | 0.14% | +155,959 | New |
| Trexquant Investment LP | 161,735 | $1.27M | 0.02% | −535,314−76.8% | Reduced |
| Utah Retirement Systems | 170,500 | $1.34M | 0.02% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 175,210 | $1.38M | 1.27% | +30,239+20.9% | Added |
| Burney Co | 181,359 | $1.43M | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180,219 | $1.43M | 0.00% | +91,185+102.4% | Added |
| Voya Investment Management LLC | 188,758 | $1.48M | 0.00% | −14,311−7.0% | Reduced |
| State of Wisconsin Investment Board | 190,086 | $1.49M | 0.00% | −2,121−1.1% | Reduced |
| Pathstone Holdings, LLC | 192,057 | $1.51M | 0.01% | +22,426+13.2% | Added |
| Scientech Research LLC | 192,921 | $1.52M | 0.30% | +192,921 | New |
| Envestnet Asset Management Inc | 198,901 | $1.56M | 0.00% | +56,259+39.4% | Added |
| Vontobel Holding Ltd. | 199,575 | $1.57M | 0.01% | +10,338+5.5% | Added |
| HighTower Advisors, LLC | 199,474 | $1.57M | 0.00% | −3,446−1.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 203,049 | $1.60M | 0.08% | −5,384−2.6% | Reduced |
| Dark Forest Capital Management LP | 206,665 | $1.62M | 0.21% | +206,665 | New |
| Virtu Financial LLC | 209,778 | $1.65M | 0.09% | +209,778 | New |
| Quantinno Capital Management LP | 217,072 | $1.71M | 0.02% | +185,655+590.9% | Added |
| Bayesian Capital Management, LP | 221,202 | $1.74M | 0.20% | +172,600+355.1% | Added |
| Well Done, LLC | 224,580 | $1.77M | 0.32% | −721−0.3% | Reduced |
| Handelsbanken Fonder AB | 226,600 | $1.78M | 0.01% | +38,100+20.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 230,827 | $1.81M | 0.01% | +7,928+3.6% | Added |
| Vestmark Advisory Solutions, Inc. | 233,421 | $1.83M | 0.07% | −167,949−41.8% | Reduced |
| IMC-Chicago, LLC | 234,082 | $1.84M | 0.05% | −453,645−66.0% | Reduced |
| Great West Life Assurance Co | 233,922 | $1.84M | 0.00% | +13,919+6.3% | Added |
| GWM Advisors LLC | 239,094 | $1.88M | 0.01% | −183,105−43.4% | Reduced |
| Citizens Financial Group Inc | 240,735 | $1.89M | 0.04% | +70,603+41.5% | Added |
| Belmont Capital, LLC | 242,350 | $1.90M | 0.32% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 243,598 | $1.91M | 0.12% | +243,598 | New |
| Second Line Capital, LLC | 244,446 | $1.92M | 0.52% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 247,151 | $1.94M | 0.03% | +348+0.1% | Added |
| Prentice Capital Management, LP | 250,117 | $1.97M | 4.36% | +100,000+66.6% | Added |
| SpiderRock Advisors, LLC | 251,246 | $1.97M | 0.04% | +124,500+98.2% | Added |
| Aptus Capital Advisors, LLC | 254,639 | $2.00M | 0.03% | −3,926−1.5% | Reduced |
| Van Eck Associates Corp | 192,616 | $2.01M | 0.00% | −59,922−23.7% | Reduced |
| Independent Financial Group, LLC | 256,059 | $2.01M | 0.07% | +223,137+677.8% | Added |
| QRG Capital Management, Inc. | 256,078 | $2.01M | 0.02% | +198,980+348.5% | Added |
| Firethorn Wealth Partners, LLC | 257,808 | $2.03M | 1.03% | +3,128+1.2% | Added |
| AXA S.A. | 266,631 | $2.10M | 0.01% | +31,004+13.2% | Added |
| Manufacturers Life Insurance Company, The | 267,956 | $2.11M | 0.00% | +4,130+1.6% | Added |
| Algert Global LLC | 271,486 | $2.13M | 0.06% | −15,300−5.3% | Reduced |
| American Century Companies Inc | 273,526 | $2.15M | 0.00% | +11,255+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 273,905 | $2.15M | 0.01% | +13,407+5.1% | Added |
| Summit Trail Advisors, LLC | 280,464 | $2.20M | 0.05% | +855+0.3% | Added |
| Parallax Volatility Advisers, L.P. | 282,788 | $2.22M | 0.06% | +112,555+66.1% | Added |
| Arizona State Retirement System | 289,198 | $2.27M | 0.01% | +8,216+2.9% | Added |
| Boothbay Fund Management, LLC | 294,975 | $2.32M | 0.07% | +253,282+607.5% | Added |