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 |
|---|---|---|---|---|---|
| Axim Planning & Wealth | 32,918 | $258.7K | 0.29% | −3,840−10.4% | Reduced |
| Dynamic Advisor Solutions LLC | 32,875 | $258.4K | 0.01% | −896−2.7% | Reduced |
| Stratos Wealth Advisors, LLC | 32,610 | $256.3K | 0.01% | +1,054+3.3% | Added |
| Ieq Capital, LLC | 32,592 | $256.2K | 0.00% | +13,504+70.7% | Added |
| Steward Partners Investment Advisory, LLC | 31,471 | $247.4K | 0.00% | +1,450+4.8% | Added |
| US Bancorp | 31,375 | $246.6K | 0.00% | −1,194−3.7% | Reduced |
| Umb Bank N A | 31,237 | $245.5K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 31,109 | $244.5K | 0.01% | +3,317+11.9% | Added |
| Traynor Capital Management, Inc. | 30,588 | $240.4K | 0.02% | +4,487+17.2% | Added |
| Signaturefd, LLC | 29,814 | $234.3K | 0.00% | −589−1.9% | Reduced |
| Captrust Financial Advisors | 29,639 | $233.0K | 0.00% | +809+2.8% | Added |
| Trueblood Wealth Management, LLC | 28,824 | $226.6K | 0.11% | +6,721+30.4% | Added |
| Founders Financial Securities LLC | 28,560 | $224.5K | 0.02% | +1,500+5.5% | Added |
| CIBC Asset Management Inc | 28,409 | $223.3K | 0.00% | +962+3.5% | Added |
| Valeo Financial Advisors, LLC | 28,176 | $221.5K | 0.01% | −1,540−5.2% | Reduced |
| KBC Group NV | 27,032 | $212.0K | 0.00% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 26,791 | $210.6K | 0.01% | −2,192−7.6% | Reduced |
| Kensington Investment Counsel, LLC | 26,740 | $210.2K | 0.09% | +3,054+12.9% | Added |
| Comerica Bank | 26,528 | $208.5K | 0.00% | +1,588+6.4% | Added |
| SeaCrest Wealth Management, LLC | 26,492 | $208.2K | 0.02% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 18,373 | $205.6K | 0.05% | +18,373 | New |
| Carnegie Lake Advisors LLC | 25,550 | $201.0K | 0.08% | +25,550 | New |
| Claro Advisors LLC | 25,550 | $200.8K | 0.03% | +7,304+40.0% | Added |
| MetLife Investment Management | 25,460 | $200.1K | 0.00% | −543−2.1% | Reduced |
| HB Wealth Management, LLC | 25,427 | $199.9K | 0.00% | +23,235+1,060.0% | Added |
| Wellington Management Group LLP | 25,305 | $198.9K | 0.00% | −27,281−51.9% | Reduced |
| Evercore Wealth Management, LLC | 25,000 | $196.5K | 0.00% | −10,849−30.3% | Reduced |
| Probity Advisors, Inc. | 24,570 | $193.1K | 0.04% | +306+1.3% | Added |
| Resources Investment Advisors, LLC. | 24,498 | $192.6K | 0.00% | +5,650+30.0% | Added |
| Prosperity Wealth Management, Inc. | 23,850 | $187.5K | 0.08% | +23,850 | New |
| Kestra Private Wealth Services, LLC | 23,681 | $186.1K | 0.00% | −2,350−9.0% | Reduced |
| Manchester Financial Inc | 23,406 | $184.0K | 0.04% | −50−0.2% | Reduced |
| Jump Financial, LLC | 22,837 | $179.5K | 0.00% | +22,837 | New |
| Independent Wealth Network Inc. | 22,336 | $175.6K | 0.08% | +1,552+7.5% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $175.3K | 0.02% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 22,273 | $175.1K | 0.00% | +3,634+19.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,161 | $174.2K | 0.00% | +10,012+82.4% | Added |
| O'Shaughnessy Asset Management, LLC | 17,075 | $171.4K | 0.00% | +17,075 | New |
| Pensionmark Financial Group, LLC | 21,745 | $170.9K | 0.01% | +1,336+6.5% | Added |
| Brinker Capital Investments, LLC | 21,585 | $169.7K | 0.00% | −2,787−11.4% | Reduced |
| Orion Portfolio Solutions, LLC | 21,585 | $169.7K | 0.00% | −2,787−11.4% | Reduced |
| Marshall Financial Group LLC | 20,543 | $161.5K | 0.04% | +737+3.7% | Added |
| Cary Street Partner Investment Advisory LLC | 20,083 | $157.9K | 0.01% | +50+0.2% | Added |
| Fullcircle Wealth LLC | 14,034 | $157.0K | 0.07% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 14,117 | $154.3K | 0.01% | −13,903−49.6% | Reduced |
| Steel Peak Wealth Management LLC | 19,465 | $153.0K | 0.01% | +19,465 | New |
| NWF Advisory Services Inc. | 19,412 | $152.6K | 0.02% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 19,018 | $149.5K | 0.01% | +19,018 | New |
| Mainstay Capital Management LLC | 18,894 | $148.5K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,789 | $147.7K | 0.00% | +772+4.3% | Added |
| Credit Agricole S A | 18,572 | $146.0K | 0.00% | −16,300−46.7% | Reduced |
| Pointe Capital Management LLC | 18,490 | $145.3K | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 18,447 | $145.0K | 0.00% | −11,433−38.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 18,177 | $142.9K | 0.00% | +18,177 | New |
| Independent Advisor Alliance | 17,719 | $139.3K | 0.01% | +226+1.3% | Added |
| Buckingham Strategic Partners | 17,646 | $138.7K | 0.00% | +966+5.8% | Added |
| Geneos Wealth Management Inc. | 17,605 | $138.4K | 0.01% | +7,580+75.6% | Added |
| Blair William & Co | 17,500 | $137.6K | 0.00% | +71+0.4% | Added |
| AE Wealth Management LLC | 17,440 | $137.1K | 0.00% | −2,160−11.0% | Reduced |
| Sherbrooke Park Advisers LLC | 17,432 | $137.0K | 0.03% | +17,432 | New |
| Foundations Investment Advisors, LLC | 17,424 | $137.0K | 0.00% | +17,424 | New |
| Bensler, LLC | 17,183 | $135.1K | 0.02% | −1,547−8.3% | Reduced |
| Wealthspan Partners, LLC | 17,116 | $134.5K | 0.07% | +6,000+54.0% | Added |
| American Alpha Advisors, LLC | 17,000 | $133.6K | 0.13% | +17,000 | New |
| Concorde Asset Management, LLC | 16,845 | $132.4K | 0.07% | −2,029−10.8% | Reduced |
| RSM US Wealth Management LLC | 17,157 | $130.9K | 0.00% | +1,407+8.9% | Added |
| Axxcess Wealth Management, LLC | 16,479 | $129.5K | 0.00% | −8,703−34.6% | Reduced |
| Davy Global Fund Management Ltd | 16,478 | $129.5K | 0.01% | +6,096+58.7% | Added |
| Albion Financial Group | 16,415 | $129.0K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 16,324 | $128.3K | 0.00% | −28,396−63.5% | Reduced |
| Watts Gwilliam & Co., LLC | 15,247 | $128.2K | 0.03% | +15,247 | New |
| Truefg, LLC | 16,300 | $128.1K | 0.04% | +1,000+6.5% | Added |
| Redhawk Wealth Advisors, Inc. | 16,202 | $127.3K | 0.02% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 16,120 | $126.7K | 0.01% | −700−4.2% | Reduced |
| Riverwood Capital Management Ltd. | 16,077 | $126.4K | 0.29% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,017 | $125.8K | 0.00% | −92,926−85.3% | Reduced |
| Vivaldi Capital Management, LLC | 15,788 | $124.1K | 0.04% | 00.0% | Unchanged |
| Wedmont Private Capital | 14,829 | $122.6K | 0.01% | +14,829 | New |
| Garden State Investment Advisory Services LLC | 15,500 | $121.8K | 0.04% | −500−3.1% | Reduced |
| Coldstream Capital Management Inc | 11,826 | $120.7K | 0.00% | +11,826 | New |
| Clay Northam Wealth Management, LLC | 15,336 | $120.5K | 0.08% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 15,306 | $120.3K | 0.03% | +306+2.0% | Added |
| Allworth Financial LP | 15,187 | $119.4K | 0.00% | +3,440+29.3% | Added |
| Future Financial Wealth Managment LLC | 15,110 | $118.8K | 0.08% | +15,110 | New |
| Smith Anglin Financial, LLC | 15,000 | $117.9K | 0.01% | +4,500+42.9% | Added |
| Gotham Asset Management, LLC | 14,991 | $117.8K | 0.00% | 00.0% | Unchanged |
| Cooper Financial Group | 14,963 | $117.6K | 0.02% | +14,963 | New |
| Elkhorn Partners Limited Partnership | 14,800 | $116.0K | 0.07% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,782 | $116.0K | 0.00% | +4,592+45.1% | Added |
| Avestar Capital, LLC | 14,582 | $114.6K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 11,090 | $112.9K | 0.02% | +11,090 | New |
| Visionary Wealth Advisors | 14,276 | $112.2K | 0.01% | +30+0.2% | Added |
| Paloma Partners Management Co | 14,176 | $111.4K | 0.01% | +14,176 | New |
| Danske Bank A/S | 14,100 | $110.8K | 0.00% | +14,100 | New |
| Crewe Advisors LLC | 14,061 | $110.5K | 0.01% | +27+0.2% | Added |
| Cutter & CO Brokerage, Inc. | 14,000 | $110.0K | 0.02% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13,931 | $109.5K | 0.04% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 13,882 | $109.1K | 0.04% | −8,514−38.0% | Reduced |
| Mandatum Life Insurance Co Ltd | 13,872 | $109.0K | 0.03% | +13,872 | New |
| Worth Financial Advisory Group, LLC | 13,760 | $108.2K | 0.06% | +350+2.6% | Added |