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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 429,000 | $3.37M | 0.34% | +390,000+1,000.0% | Added |
| Seven Eight Capital, LP | 411,393 | $3.23M | 0.29% | +411,393 | New |
| Point72 (DIFC) Ltd | 409,506 | $3.22M | 0.25% | +409,506 | New |
| Edgestream Partners, L.P. | 404,277 | $3.18M | 0.14% | +144,139+55.4% | Added |
| First Trust Advisors LP | 393,045 | $3.09M | 0.00% | +105,073+36.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 387,575 | $3.05M | 0.01% | +677+0.2% | Added |
| Triumph Capital Management | 385,190 | $3.03M | 1.08% | +1,736+0.5% | Added |
| Alliancebernstein L.P. | 384,833 | $3.02M | 0.00% | +6,363+1.7% | Added |
| State of New Jersey Common Pension Fund D | 384,628 | $3.02M | 0.01% | −8,183−2.1% | Reduced |
| EP Wealth Advisors, LLC | 375,765 | $2.95M | 0.03% | −7,079−1.8% | Reduced |
| Public Employees Retirement System of Ohio | 374,211 | $2.94M | 0.01% | −18,640−4.7% | Reduced |
| Ensign Peak Advisors, Inc | 352,798 | $2.77M | 0.00% | −406,360−53.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 351,306 | $2.76M | 0.00% | +56,595+19.2% | Added |
| Private Advisor Group, LLC | 346,836 | $2.73M | 0.02% | −18,957−5.2% | Reduced |
| Engineers Gate Manager LP | 346,773 | $2.73M | 0.05% | +288,873+498.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 328,370 | $2.58M | 0.00% | −11,993−3.5% | Reduced |
| Centiva Capital, LP | 327,351 | $2.57M | 0.12% | +327,351 | New |
| Old Second National Bank of Aurora | 325,455 | $2.56M | 0.62% | −743−0.2% | Reduced |
| Wolverine Trading, LLC | 320,840 | $2.55M | 0.07% | −27,406−7.9% | Reduced |
| DnB Asset Management AS | 320,111 | $2.52M | 0.01% | +224,157+233.6% | Added |
| Tudor Investment Corp Et Al | 312,022 | $2.45M | 0.03% | +312,022 | New |
| LifePro Asset Management | 311,749 | $2.45M | 1.50% | +311,749 | New |
| Norris Financial Group, LLC | 310,393 | $2.44M | 1.20% | +28,092+10.0% | Added |
| Federation des caisses Desjardins du Quebec | 306,727 | $2.41M | 0.01% | −148,186−32.6% | Reduced |
| Boothbay Fund Management, LLC | 294,975 | $2.32M | 0.07% | +253,282+607.5% | Added |
| Arizona State Retirement System | 289,198 | $2.27M | 0.01% | +8,216+2.9% | Added |
| Parallax Volatility Advisers, L.P. | 282,788 | $2.22M | 0.06% | +112,555+66.1% | Added |
| Summit Trail Advisors, LLC | 280,464 | $2.20M | 0.05% | +855+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 273,905 | $2.15M | 0.01% | +13,407+5.1% | Added |
| American Century Companies Inc | 273,526 | $2.15M | 0.00% | +11,255+4.3% | Added |
| Algert Global LLC | 271,486 | $2.13M | 0.06% | −15,300−5.3% | Reduced |
| Manufacturers Life Insurance Company, The | 267,956 | $2.11M | 0.00% | +4,130+1.6% | Added |
| AXA S.A. | 266,631 | $2.10M | 0.01% | +31,004+13.2% | Added |
| Firethorn Wealth Partners, LLC | 257,808 | $2.03M | 1.03% | +3,128+1.2% | Added |
| QRG Capital Management, Inc. | 256,078 | $2.01M | 0.02% | +198,980+348.5% | Added |
| Independent Financial Group, LLC | 256,059 | $2.01M | 0.07% | +223,137+677.8% | Added |
| Van Eck Associates Corp | 192,616 | $2.01M | 0.00% | −59,922−23.7% | Reduced |
| Aptus Capital Advisors, LLC | 254,639 | $2.00M | 0.03% | −3,926−1.5% | Reduced |
| SpiderRock Advisors, LLC | 251,246 | $1.97M | 0.04% | +124,500+98.2% | Added |
| Prentice Capital Management, LP | 250,117 | $1.97M | 4.36% | +100,000+66.6% | Added |
| Oppenheimer & Co Inc | 247,151 | $1.94M | 0.03% | +348+0.1% | Added |
| Second Line Capital, LLC | 244,446 | $1.92M | 0.52% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 243,598 | $1.91M | 0.12% | +243,598 | New |
| Belmont Capital, LLC | 242,350 | $1.90M | 0.32% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 240,735 | $1.89M | 0.04% | +70,603+41.5% | Added |
| GWM Advisors LLC | 239,094 | $1.88M | 0.01% | −183,105−43.4% | Reduced |
| Great West Life Assurance Co | 233,922 | $1.84M | 0.00% | +13,919+6.3% | Added |
| IMC-Chicago, LLC | 234,082 | $1.84M | 0.05% | −453,645−66.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 233,421 | $1.83M | 0.07% | −167,949−41.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 230,827 | $1.81M | 0.01% | +7,928+3.6% | Added |
| Handelsbanken Fonder AB | 226,600 | $1.78M | 0.01% | +38,100+20.2% | Added |
| Well Done, LLC | 224,580 | $1.77M | 0.32% | −721−0.3% | Reduced |
| Bayesian Capital Management, LP | 221,202 | $1.74M | 0.20% | +172,600+355.1% | Added |
| Quantinno Capital Management LP | 217,072 | $1.71M | 0.02% | +185,655+590.9% | Added |
| Virtu Financial LLC | 209,778 | $1.65M | 0.09% | +209,778 | New |
| Dark Forest Capital Management LP | 206,665 | $1.62M | 0.21% | +206,665 | New |
| Reynders McVeigh Capital Management, LLC | 203,049 | $1.60M | 0.08% | −5,384−2.6% | Reduced |
| HighTower Advisors, LLC | 199,474 | $1.57M | 0.00% | −3,446−1.7% | Reduced |
| Vontobel Holding Ltd. | 199,575 | $1.57M | 0.01% | +10,338+5.5% | Added |
| Envestnet Asset Management Inc | 198,901 | $1.56M | 0.00% | +56,259+39.4% | Added |
| Scientech Research LLC | 192,921 | $1.52M | 0.30% | +192,921 | New |
| Pathstone Holdings, LLC | 192,057 | $1.51M | 0.01% | +22,426+13.2% | Added |
| State of Wisconsin Investment Board | 190,086 | $1.49M | 0.00% | −2,121−1.1% | Reduced |
| Voya Investment Management LLC | 188,758 | $1.48M | 0.00% | −14,311−7.0% | Reduced |
| Jones Financial Companies LLLP | 180,219 | $1.43M | 0.00% | +91,185+102.4% | Added |
| Burney Co | 181,359 | $1.43M | 0.05% | 00.0% | Unchanged |
| Capital Markets Trading UK LLP | 175,210 | $1.38M | 1.27% | +30,239+20.9% | Added |
| Utah Retirement Systems | 170,500 | $1.34M | 0.02% | 00.0% | Unchanged |
| Trexquant Investment LP | 161,735 | $1.27M | 0.02% | −535,314−76.8% | Reduced |
| FORA Capital, LLC | 155,959 | $1.23M | 0.14% | +155,959 | New |
| Creative Planning | 152,030 | $1.19M | 0.00% | −318−0.2% | Reduced |
| Baader Bank INC | 150,000 | $1.18M | 0.10% | +150,000 | New |
| Beacon Pointe Advisors, LLC | 147,140 | $1.16M | 0.01% | −29,520−16.7% | Reduced |
| Mercer Global Advisors Inc | 147,504 | $1.13M | 0.00% | +77,103+109.5% | Added |
| Nisa Investment Advisors, LLC | 141,700 | $1.11M | 0.01% | −3,000−2.1% | Reduced |
| Acorn Financial Advisory Services Inc | 141,087 | $1.11M | 0.20% | −16,853−10.7% | Reduced |
| Truist Financial Corp | 139,143 | $1.09M | 0.00% | +1,587+1.2% | Added |
| Consolidated Investment Group LLC | 138,000 | $1.08M | 0.16% | +75,000+119.0% | Added |
| Janney Montgomery Scott LLC | 135,063 | $1.06M | 0.00% | +27,958+26.1% | Added |
| Pictet Asset Management Holding SA | 134,370 | $1.06M | 0.00% | +16,097+13.6% | Added |
| LM Advisors LLC | 132,505 | $1.04M | 0.21% | −100−0.1% | Reduced |
| Marex Group plc | 129,474 | $1.02M | 0.02% | +29,881+30.0% | Added |
| Victory Capital Management Inc | 128,661 | $1.01M | 0.00% | +1,319+1.0% | Added |
| PMC FIG Opportunities LLC | 124,197 | $976.2K | 1.51% | +124,197 | New |
| Alliance Wealth Advisors, LLC | 121,880 | $958.0K | 0.25% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 118,279 | $929.7K | 0.17% | +118,279 | New |
| Kennedy Investment Group | 118,000 | $927.5K | 0.43% | +1,900+1.6% | Added |
| Mount Lucas Management LP | 117,000 | $919.6K | 0.31% | +117,000 | New |
| Soltis Investment Advisors LLC | 116,252 | $913.7K | 0.09% | −576−0.5% | Reduced |
| Kestra Advisory Services, LLC | 115,262 | $906.0K | 0.00% | +13,361+13.1% | Added |
| Pegasus Asset Management, Inc. | 112,951 | $887.8K | 0.34% | +1,607+1.4% | Added |
| IFP Advisors, Inc | 110,947 | $872.0K | 0.03% | +20,079+22.1% | Added |
| Entropy Technologies, LP | 110,600 | $869.3K | 0.09% | +37,833+52.0% | Added |
| Capital Advisors Wealth Management, LLC | 108,179 | $850.3K | 0.16% | +5,180+5.0% | Added |
| SG Americas Securities, LLC | 105,236 | $827.0K | 0.00% | −246,096−70.0% | Reduced |
| We Are One Seven, LLC | 104,881 | $824.4K | 0.04% | +2,003+1.9% | Added |
| Concurrent Investment Advisors, LLC | 104,203 | $819.0K | 0.02% | +14,787+16.5% | Added |
| Wealthfront Advisers LLC | 104,129 | $818.5K | 0.00% | +17,505+20.2% | Added |
| Public Employees Retirement Association of Colorado | 102,103 | $803.0K | 0.00% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 70,693 | $780.5K | 0.05% | −17,278−19.6% | Reduced |