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 |
|---|---|---|---|---|---|
| CWM, LLC | 98,956 | $778.0K | 0.00% | +47,672+93.0% | Added |
| CI Private Wealth, LLC | 98,722 | $776.0K | 0.00% | +25,375+34.6% | Added |
| Prospera Financial Services Inc | 95,963 | $754.2K | 0.02% | −1,520−1.6% | Reduced |
| Lauer Wealth, LLC | 78,677 | $745.5K | 0.58% | +7,874+11.1% | Added |
| Stifel Financial Corp | 94,193 | $740.4K | 0.00% | −14,288−13.2% | Reduced |
| Avantax Advisory Services, Inc. | 93,699 | $736.5K | 0.00% | −5,230−5.3% | Reduced |
| Perennial Investment Advisors, LLC | 92,904 | $730.2K | 0.09% | +2,978+3.3% | Added |
| Lakeshore Financial Planning, Inc. | 92,813 | $729.5K | 0.32% | +5,000+5.7% | Added |
| FMR LLC | 92,632 | $728.1K | 0.00% | +56,279+154.8% | Added |
| Stratos Wealth Partners, LTD. | 88,461 | $695.3K | 0.01% | −7,859−8.2% | Reduced |
| D.A. Davidson & Co. | 87,664 | $689.0K | 0.01% | +3,322+3.9% | Added |
| Matisse Capital | 87,038 | $684.1K | 0.33% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 84,623 | $665.0K | 0.05% | −31,661−27.2% | Reduced |
| Allianz Asset Management GmbH | 84,500 | $664.2K | 0.00% | +84,500 | New |
| Miracle Mile Advisors, LLC | 84,350 | $663.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 83,572 | $656.9K | 0.05% | −41,437−33.1% | Reduced |
| Kovack Advisors, Inc. | 80,540 | $633.0K | 0.07% | −54,479−40.3% | Reduced |
| Sanctuary Advisors, LLC | 39,981 | $623.7K | 0.00% | −70,621−63.9% | Reduced |
| Great Valley Advisor Group, Inc. | 75,272 | $592.1K | 0.01% | +14,637+24.1% | Added |
| M. Kulyk & Associates, LLC | 74,901 | $588.7K | 0.12% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 74,500 | $585.4K | 0.01% | +73,798+10,512.5% | Added |
| Spire Wealth Management | 73,782 | $579.9K | 0.02% | +4,995+7.3% | Added |
| National Bank of Canada | 72,962 | $573.5K | 0.00% | +31,269+75.0% | Added |
| Baird Financial Group, Inc. | 72,861 | $572.7K | 0.00% | −522−0.7% | Reduced |
| Strategic Advocates LLC | 72,298 | $568.3K | 0.20% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 72,020 | $566.1K | 0.17% | +4,000+5.9% | Added |
| Alta Wealth Advisors LLC | 70,719 | $555.9K | 0.25% | +17,770+33.6% | Added |
| Prudential Financial Inc | 70,613 | $555.0K | 0.00% | +4,266+6.4% | Added |
| ExodusPoint Capital Management, LP | 70,374 | $553.0K | 0.01% | +70,374 | New |
| Principal Financial Group Inc | 70,095 | $550.9K | 0.00% | −8,634−11.0% | Reduced |
| Hudock, Inc. | 68,372 | $537.4K | 0.09% | −24,258−26.2% | Reduced |
| Equitable Holdings, Inc. | 67,224 | $528.4K | 0.01% | −67,723−50.2% | Reduced |
| Y.D. More Investments Ltd | 67,039 | $526.9K | 0.06% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 65,661 | $516.1K | 0.14% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 65,000 | $510.9K | 0.14% | −46,000−41.4% | Reduced |
| Laird Norton Trust Company, LLC | 64,495 | $506.9K | 0.07% | 00.0% | Unchanged |
| JustInvest LLC | 62,682 | $492.7K | 0.01% | +8,006+14.6% | Added |
| Harbour Investments, Inc. | 62,099 | $488.1K | 0.01% | +2,985+5.0% | Added |
| VitalStone Financial, LLC | 61,536 | $483.7K | 0.33% | −6,711−9.8% | Reduced |
| Brookstone Capital Management | 60,869 | $478.4K | 0.01% | +166+0.3% | Added |
| Arkadios Wealth Advisors | 60,531 | $475.8K | 0.03% | +6,305+11.6% | Added |
| Gladstone Institutional Advisory LLC | 60,110 | $472.5K | 0.02% | +37,100+161.2% | Added |
| CIBC Private Wealth Group, LLC | 59,849 | $470.4K | 0.00% | −108−0.2% | Reduced |
| San Luis Wealth Advisors LLC | 60,245 | $466.0K | 0.10% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 58,902 | $463.0K | 0.01% | −13,591−18.7% | Reduced |
| Tradition Wealth Management, LLC | 57,533 | $452.2K | 0.04% | +1,880+3.4% | Added |
| River Street Advisors LLC | 57,369 | $450.9K | 0.24% | +10,223+21.7% | Added |
| Jaffetilchin Investment Partners, LLC | 57,023 | $448.2K | 0.03% | +20,765+57.3% | Added |
| Amalgamated Bank | 57,017 | $448.0K | 0.00% | −1,512−2.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 56,355 | $442.0K | 0.13% | +1,587+2.9% | Added |
| SEI Investments Co | 55,322 | $434.8K | 0.00% | +16,346+41.9% | Added |
| Atomi Financial Group, Inc. | 54,266 | $426.5K | 0.03% | +3,573+7.0% | Added |
| Deutsche Bank AG | 54,220 | $426.2K | 0.00% | −110−0.2% | Reduced |
| Xponance, Inc. | 54,097 | $425.2K | 0.00% | +1,302+2.5% | Added |
| MMBG Investment Advisors Co. | 54,015 | $424.6K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 53,045 | $416.9K | 0.03% | −29,352−35.6% | Reduced |
| Integrated Advisors Network LLC | 52,373 | $411.7K | 0.02% | +63+0.1% | Added |
| Symmetry Partners, LLC | 52,312 | $411.2K | 0.10% | +52,312 | New |
| Means Investment Co., Inc. | 50,884 | $400.0K | 0.04% | −3,766−6.9% | Reduced |
| Diversify Wealth Management, LLC | 38,344 | $399.5K | 0.04% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 60,276 | $398.4K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 50,594 | $397.7K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 50,129 | $394.0K | 0.18% | +5,777+13.0% | Added |
| Texas Capital Bank Wealth Management Services Inc | 50,000 | $393.0K | 0.04% | −50,000−50.0% | Reduced |
| Russell Investments Group, Ltd. | 49,790 | $391.4K | 0.00% | −47,196−48.7% | Reduced |
| IPG Investment Advisors LLC | 49,340 | $387.8K | 0.08% | −13,660−21.7% | Reduced |
| Hobbs Group Advisors, LLC | 49,000 | $385.1K | 0.14% | −12,000−19.7% | Reduced |
| ARS Investment Partners, LLC | 48,000 | $377.3K | 0.03% | −9,301−16.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 47,215 | $375.1K | 0.00% | +10,358+28.1% | Added |
| Newbridge Financial Services Group, Inc. | 46,970 | $369.2K | 0.13% | −62,030−56.9% | Reduced |
| Global Retirement Partners, LLC | 46,602 | $366.3K | 0.01% | +8,323+21.7% | Added |
| Toroso Investments, LLC | 46,167 | $362.9K | 0.00% | −116,073−71.5% | Reduced |
| M&T Bank Corp | 45,582 | $358.6K | 0.00% | +2,332+5.4% | Added |
| Neuberger Berman Group LLC | 45,475 | $357.4K | 0.00% | +3,078+7.3% | Added |
| Fortis Advisors, LLC | 44,550 | $350.2K | 0.23% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 30,600 | $341.8K | 0.01% | −862−2.7% | Reduced |
| Archford Capital Strategies, LLC | 33,699 | $338.3K | 0.05% | +57+0.2% | Added |
| Sigma Planning Corp | 42,929 | $337.4K | 0.01% | −13,084−23.4% | Reduced |
| EntryPoint Capital, LLC | 42,804 | $336.4K | 0.19% | +29,874+231.0% | Added |
| Empowered Funds, LLC | 41,277 | $324.4K | 0.01% | +1,951+5.0% | Added |
| Savant Capital, LLC | 40,778 | $320.5K | 0.00% | +40,778 | New |
| Calton & Associates, Inc. | 40,440 | $317.9K | 0.12% | +10,090+33.2% | Added |
| Nwam LLC | 40,104 | $315.2K | 0.02% | +7,255+22.1% | Added |
| Carolinas Wealth Consulting LLC | 40,000 | $314.4K | 0.06% | +40,000 | New |
| Drive Wealth Management, LLC | 39,350 | $309.3K | 0.08% | +4,063+11.5% | Added |
| Perigon Wealth Management, LLC | 38,260 | $300.7K | 0.01% | −862−2.2% | Reduced |
| Hexagon Capital Partners LLC | 37,088 | $291.5K | 0.06% | +251+0.7% | Added |
| Sterling Capital Management LLC | 36,033 | $283.2K | 0.00% | +36,033 | New |
| Bramshill Investments, LLC | 36,000 | $283.0K | 0.03% | +36,000 | New |
| Forum Financial Management, LP | 35,971 | $282.7K | 0.00% | +254+0.7% | Added |
| McGuire Investment Group, LLC | 35,950 | $282.6K | 0.04% | −4,000−10.0% | Reduced |
| Wellington Wealth Strategies, LLC. | 25,208 | $281.6K | 0.21% | +25,208 | New |
| Oak Thistle LLC | 35,687 | $280.5K | 0.09% | −6,207−14.8% | Reduced |
| Aldebaran Financial Inc. | 35,600 | $279.8K | 0.33% | −4,000−10.1% | Reduced |
| Belpointe Asset Management LLC | 35,186 | $276.6K | 0.02% | +1,565+4.7% | Added |
| Integrated Wealth Concepts LLC | 34,467 | $270.9K | 0.00% | +15,301+79.8% | Added |
| Cantor Fitzgerald, L. P. | 34,370 | $270.1K | 0.02% | +34,370 | New |
| Walkner Condon Financial Advisors LLC | 33,620 | $264.3K | 0.05% | +89+0.3% | Added |
| Moseley Investment Management Inc | 33,536 | $263.6K | 0.11% | +2,598+8.4% | Added |
| Pine Valley Investments Ltd Liability Co | 33,035 | $259.7K | 0.02% | −400−1.2% | Reduced |