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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 306,727 | $2.41M | 0.01% | −148,186−32.6% | Reduced |
| Norris Financial Group, LLC | 310,393 | $2.44M | 1.20% | +28,092+10.0% | Added |
| LifePro Asset Management | 311,749 | $2.45M | 1.50% | +311,749 | New |
| Tudor Investment Corp Et Al | 312,022 | $2.45M | 0.03% | +312,022 | New |
| DnB Asset Management AS | 320,111 | $2.52M | 0.01% | +224,157+233.6% | Added |
| Wolverine Trading, LLC | 320,840 | $2.55M | 0.07% | −27,406−7.9% | Reduced |
| Old Second National Bank of Aurora | 325,455 | $2.56M | 0.62% | −743−0.2% | Reduced |
| Centiva Capital, LP | 327,351 | $2.57M | 0.12% | +327,351 | New |
| Raymond James Financial Services Advisors, Inc. | 328,370 | $2.58M | 0.00% | −11,993−3.5% | Reduced |
| Engineers Gate Manager LP | 346,773 | $2.73M | 0.05% | +288,873+498.9% | Added |
| Private Advisor Group, LLC | 346,836 | $2.73M | 0.02% | −18,957−5.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 351,306 | $2.76M | 0.00% | +56,595+19.2% | Added |
| Ensign Peak Advisors, Inc | 352,798 | $2.77M | 0.00% | −406,360−53.5% | Reduced |
| Public Employees Retirement System of Ohio | 374,211 | $2.94M | 0.01% | −18,640−4.7% | Reduced |
| EP Wealth Advisors, LLC | 375,765 | $2.95M | 0.03% | −7,079−1.8% | Reduced |
| State of New Jersey Common Pension Fund D | 384,628 | $3.02M | 0.01% | −8,183−2.1% | Reduced |
| Alliancebernstein L.P. | 384,833 | $3.02M | 0.00% | +6,363+1.7% | Added |
| Triumph Capital Management | 385,190 | $3.03M | 1.08% | +1,736+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 387,575 | $3.05M | 0.01% | +677+0.2% | Added |
| First Trust Advisors LP | 393,045 | $3.09M | 0.00% | +105,073+36.5% | Added |
| Edgestream Partners, L.P. | 404,277 | $3.18M | 0.14% | +144,139+55.4% | Added |
| Point72 (DIFC) Ltd | 409,506 | $3.22M | 0.25% | +409,506 | New |
| Seven Eight Capital, LP | 411,393 | $3.23M | 0.29% | +411,393 | New |
| Quinn Opportunity Partners LLC | 429,000 | $3.37M | 0.34% | +390,000+1,000.0% | Added |
| Clarity Capital Partners LLC | 442,044 | $3.47M | 2.05% | +6,864+1.6% | Added |
| Advisor Group Holdings, Inc. | 445,108 | $3.50M | 0.01% | −24,952−5.3% | Reduced |
| Segall Bryant & Hamill, LLC | 449,135 | $3.53M | 0.05% | −18,381−3.9% | Reduced |
| Treasurer of the State of North Carolina | 450,217 | $3.54M | 0.01% | +1,840+0.4% | Added |
| Barclays PLC | 462,485 | $3.64M | 0.00% | +23,766+5.4% | Added |
| Anderson Hoagland & Co | 445,977 | $3.74M | 0.38% | 00.0% | Unchanged |
| Zacks Investment Management | 479,180 | $3.77M | 0.03% | +479,180 | New |
| Janus Henderson Group PLC | 479,495 | $3.77M | 0.00% | +26,768+5.9% | Added |
| Mariner, LLC | 489,399 | $3.85M | 0.01% | +91,677+23.1% | Added |
| AQR Capital Management LLC | 494,441 | $3.89M | 0.01% | +379,255+329.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 503,752 | $3.96M | 0.74% | −12,799−2.5% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 525,151 | $4.13M | 0.22% | +20,188+4.0% | Added |
| Raymond James & Associates | 531,363 | $4.18M | 0.00% | +11,062+2.1% | Added |
| Walleye Capital LLC | 542,394 | $4.26M | 0.05% | −223,724−29.2% | Reduced |
| Atria Wealth Solutions, Inc. | 548,435 | $4.31M | 0.05% | +81,426+17.4% | Added |
| New York State Common Retirement Fund | 568,987 | $4.47M | 0.01% | −124,900−18.0% | Reduced |
| NFP Retirement, Inc. | 575,988 | $4.53M | 0.37% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 606,539 | $4.77M | 0.01% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 623,925 | $4.90M | 0.24% | +533,214+587.8% | Added |
| Commonwealth Equity Services, LLC | 634,461 | $4.99M | 0.01% | +15,506+2.5% | Added |
| Ameriprise Financial Inc | 669,432 | $5.26M | 0.00% | −79,586−10.6% | Reduced |
| Brighton Jones LLC | 705,007 | $5.54M | 0.21% | −18,978−2.6% | Reduced |
| Cerity Partners LLC | 705,371 | $5.54M | 0.01% | +138,598+24.5% | Added |
| CAPROCK Group, Inc. | 727,113 | $5.72M | 0.21% | −11,196−1.5% | Reduced |
| PDT Partners, LLC | 740,590 | $5.82M | 0.52% | −2600.0% | Reduced |
| Parkside Investments, LLC | 752,010 | $5.91M | 0.89% | −39,425−5.0% | Reduced |
| AlphaStar Capital Management, LLC | 753,098 | $5.92M | 0.47% | +753,098 | New |
| Invesco Ltd. | 762,807 | $6.00M | 0.00% | −5,466−0.7% | Reduced |
| Verition Fund Management LLC | 776,040 | $6.10M | 0.04% | +360,950+87.0% | Added |
| Ardmore Road Asset Management LP | 800,000 | $6.29M | 0.81% | +800,000 | New |
| Cetera Investment Advisers | 802,296 | $6.31M | 0.01% | −110,426−12.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 815,855 | $6.41M | 0.01% | −139,435−14.6% | Reduced |
| Capital Fund Management S.A. | 838,487 | $6.59M | 0.07% | +235,234+39.0% | Added |
| Moors & Cabot, Inc. | 853,690 | $6.71M | 0.33% | +86,025+11.2% | Added |
| Cresset Asset Management, LLC | 888,148 | $6.98M | 0.03% | +6,318+0.7% | Added |
| Nordea Investment Management AB | 887,961 | $7.04M | 0.01% | −53,271−5.7% | Reduced |
| TownSquare Capital, LLC | 928,446 | $7.30M | 0.09% | −157,727−14.5% | Reduced |
| California State Teachers Retirement System | 952,518 | $7.49M | 0.01% | −29,304−3.0% | Reduced |
| Rhumbline Advisers | 995,710 | $7.83M | 0.01% | +16,527+1.7% | Added |
| Mark Asset Management LP | 1,017,847 | $8.00M | 0.99% | +677,193+198.8% | Added |
| Legal & General Group Plc | 1,030,455 | $8.10M | 0.00% | +41,946+4.2% | Added |
| GTS Securities LLC | 1,057,698 | $8.31M | 0.17% | +19,807+1.9% | Added |
| Diversify Advisory Services, LLC | 813,589 | $8.61M | 0.46% | +56,245+7.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,228,302 | $9.65M | 0.01% | +718,798+141.1% | Added |
| Goldman Sachs Group Inc | 1,231,595 | $9.68M | 0.00% | +304,426+32.8% | Added |
| Simplex Trading, LLC | 1,257,779 | $9.89M | 0.33% | −560,019−30.8% | Reduced |
| Longitude (Cayman) Ltd. | 1,276,500 | $10.0M | 14.38% | −35,000−2.7% | Reduced |
| Squarepoint Ops LLC | 1,298,196 | $10.2M | 0.03% | −411,426−24.1% | Reduced |
| California Public Employees Retirement System | 1,301,483 | $10.2M | 0.01% | +5,431+0.4% | Added |
| Kodai Capital Management LP | 1,330,749 | $10.5M | 0.22% | +279,510+26.6% | Added |
| Walleye Trading LLC | 1,385,877 | $10.9M | 0.26% | −109,720−7.3% | Reduced |
| Price T Rowe Associates Inc | 1,476,893 | $11.6M | 0.00% | +916,777+163.7% | Added |
| MML Investors Services, LLC | 1,489,932 | $11.7M | 0.04% | +195,236+15.1% | Added |
| State of Michigan Retirement System | 1,500,000 | $11.8M | 0.06% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 1,573,418 | $12.4M | 0.02% | −340,805−17.8% | Reduced |
| LPL Financial LLC | 1,625,791 | $12.8M | 0.01% | +83,396+5.4% | Added |
| Swiss National Bank | 1,960,500 | $15.4M | 0.01% | −13,400−0.7% | Reduced |
| Quadrature Capital Ltd | 2,036,104 | $16.0M | 0.36% | +2,036,104 | New |
| Davenport & Co LLC | 2,075,121 | $16.3M | 0.10% | +2,019,895+3,657.5% | Added |
| UBS Asset Management Americas Inc | 2,139,142 | $16.8M | 0.00% | −229,830−9.7% | Reduced |
| Rockefeller Capital Management L.P. | 2,209,266 | $17.4M | 0.05% | +376,899+20.6% | Added |
| HRT Financial LP | 2,263,889 | $17.8M | 0.09% | +927,866+69.4% | Added |
| Group One Trading, L.P. | 2,276,396 | $17.9M | 0.71% | +614,292+37.0% | Added |
| Cubist Systematic Strategies, LLC | 2,479,584 | $19.5M | 0.29% | +2,479,584 | New |
| Balyasny Asset Management LLC | 2,750,733 | $21.6M | 0.06% | +2,714,220+7,433.6% | Added |
| Two Sigma Investments, LP | 2,923,327 | $23.0M | 0.05% | +2,923,327 | New |
| Mizuho Markets Americas LLC | 2,942,737 | $23.1M | 0.57% | −103,000−3.4% | Reduced |
| Bank of Montreal | 3,155,020 | $25.1M | 0.01% | +90,934+3.0% | Added |
| Bank of New York Mellon Corp | 3,215,152 | $25.3M | 0.00% | +98,071+3.1% | Added |
| UBS Group AG | 3,504,335 | $27.5M | 0.01% | −589,957−14.4% | Reduced |
| Gpi Capital, L.P. | 3,749,760 | $29.5M | 8.70% | 00.0% | Unchanged |
| Citigroup Inc | 3,792,142 | $29.8M | 0.03% | +154,583+4.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 3,940,340 | $31.0M | 0.15% | +2,688,847+214.9% | Added |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $32.3M | 50.01% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 4,141,674 | $32.6M | 0.01% | +1,598,842+62.9% | Added |
| Royal Bank of Canada | 4,194,673 | $33.0M | 0.01% | +538,570+14.7% | Added |