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 |
|---|---|---|---|---|---|
| Azora Capital LP | 4,348,068 | $34.2M | 1.84% | +352,901+8.8% | Added |
| Northern Trust Corp | 4,930,751 | $38.8M | 0.01% | +155,082+3.2% | Added |
| Susquehanna International Group, LLP | 5,009,380 | $39.4M | 0.07% | −3,881,764−43.7% | Reduced |
| Wells Fargo & Company | 5,334,025 | $41.9M | 0.01% | +1,968,365+58.5% | Added |
| Jane Street Group, LLC | 5,411,517 | $42.5M | 0.07% | −3,679,541−40.5% | Reduced |
| Bank of America Corp | 5,709,362 | $44.9M | 0.00% | +3,924,070+219.8% | Added |
| Patient Capital Management, LLC | 5,795,687 | $45.6M | 2.24% | +1,950,649+50.7% | Added |
| Citadel Advisors LLC | 5,977,493 | $47.0M | 0.05% | +5,732,074+2,335.6% | Added |
| Charles Schwab Investment Management Inc | 6,145,837 | $48.3M | 0.01% | +87,097+1.4% | Added |
| Millennium Management LLC | 7,141,578 | $56.1M | 0.05% | +5,553,728+349.8% | Added |
| JPMorgan Chase & Co | 7,472,375 | $58.7M | 0.00% | +3,617,201+93.8% | Added |
| Marshall Wace, LLP | 8,393,313 | $66.0M | 0.09% | +2,035,426+32.0% | Added |
| Nikko Asset Management Americas, Inc. | 10,037,046 | $78.9M | 0.89% | −1,420,894−12.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 10,046,261 | $79.0M | 0.05% | −1,411,679−12.3% | Reduced |
| Renaissance Technologies LLC | 11,390,900 | $89.5M | 0.13% | +11,390,900 | New |
| Morgan Stanley | 11,932,601 | $93.8M | 0.01% | −3,991,715−25.1% | Reduced |
| Norges Bank | 11,944,372 | $93.9M | 0.01% | −2,007,926−14.4% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 12,612,563 | $99.1M | 0.91% | −1,923,209−13.2% | Reduced |
| Geode Capital Management, LLC | 17,619,084 | $138.5M | 0.01% | +358,806+2.1% | Added |
| State Street Corp | 18,062,855 | $142.0M | 0.01% | +310,532+1.7% | Added |
| Dimensional Fund Advisors LP | 24,716,612 | $194.3M | 0.05% | +11,633,006+88.9% | Added |
| Silver Lake Group, L.L.C. | 31,154,165 | $244.9M | 2.75% | 00.0% | Unchanged |
| BlackRock, Inc. | 45,438,167 | $357.1M | 0.01% | +45,438,167 | New |
| Vanguard Group Inc | 89,438,166 | $703.0M | 0.01% | −591,891−0.7% | Reduced |
| Colony Group, LLC | 269,960 | – | – | +155,065+135.0% | Added |
| International Assets Investment Management, LLC | 346,673 | – | – | +319,148+1,159.5% | Added |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −719,243−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −300,669−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −260,100−100.0% | Sold out |
| Once Capital Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −201,394−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −180,580−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −159,125−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −159,075−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −72,486−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −64,358−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −51,030−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −47,473−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −44,440−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −43,476−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −41,407−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −39,320−100.0% | Sold out |
| Creegan & Nassoura Financial Group, LLC | 0 | $0 | 0.00% | −26,625−100.0% | Sold out |
| Refined Wealth Management | 0 | $0 | 0.00% | −23,031−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −13,975−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −20,638−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −19,774−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −19,522−100.0% | Sold out |
| Zions Bancorporation, N.A. | 0 | $0 | 0.00% | −19,081−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,836−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −15,786−100.0% | Sold out |
| Insigneo Advisory Services, LLC | 0 | $0 | 0.00% | −15,602−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Kavar Capital Partners Group, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −13,803−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −13,066−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,409−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −12,255−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,997−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −11,892−100.0% | Sold out |
| Steele Capital Management, Inc. | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,249−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −11,258−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −10,293−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −10,314−100.0% | Sold out |
| Richmond Brothers, Inc. | 0 | $0 | 0.00% | −10,083−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −10,024−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Davis Capital Management | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| BBJS Financial Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Wiser Advisor Group LLC | 0 | $0 | 0.00% | −293−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| DB Fitzpatrick & Co, Inc | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |