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 |
|---|---|---|---|---|---|
| Raymond James Trust N.A. | 13,250 | $104.1K | 0.00% | −1,155−8.0% | Reduced |
| Ballentine Partners, LLC | 13,182 | $103.6K | 0.00% | −940−6.7% | Reduced |
| Mayfair Advisory Group, LLC | 12,185 | $102.2K | 0.06% | +12,185 | New |
| TD Waterhouse Canada Inc. | 13,212 | $100.7K | 0.00% | −1,000−7.0% | Reduced |
| Keystone Financial Services | 12,622 | $99.2K | 0.04% | +12,622 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 12,612 | $99.1K | 0.02% | +12,612 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,600 | $99.0K | 0.04% | +12,600 | New |
| Procyon Private Wealth Partners, LLC | 12,497 | $98.2K | 0.01% | +692+5.9% | Added |
| Fermata Advisors, LLC | 12,485 | $98.1K | 0.02% | +1,000+8.7% | Added |
| Moneta Group Investment Advisors LLC | 12,348 | $97.1K | 0.00% | +12,348 | New |
| Prostatis Group LLC | 12,200 | $95.9K | 0.03% | 00.0% | Unchanged |
| O'Dell Group, LLC | 12,108 | $95.2K | 0.02% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 12,048 | $94.7K | 0.01% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 12,026 | $94.5K | 0.01% | −946−7.3% | Reduced |
| Rosenberg Matthew Hamilton | 12,026 | $94.5K | 0.02% | +1,226+11.4% | Added |
| Silverlake Wealth Management LLC | 12,006 | $94.4K | 0.04% | +140+1.2% | Added |
| Change Path, LLC | 12,001 | $94.3K | 0.00% | +12,001 | New |
| Cooper/Haims Advisors, LLC | 11,900 | $93.5K | 0.05% | −375−3.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 11,870 | $93.3K | 0.02% | +11,870 | New |
| J.W. Cole Advisors, Inc. | 11,664 | $91.7K | 0.00% | −2,279−16.3% | Reduced |
| Quadcap Wealth Management, LLC | 11,598 | $91.2K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,584 | $91.0K | 0.01% | +849+7.9% | Added |
| Chapin Davis, Inc. | 11,525 | $90.6K | 0.03% | −3,000−20.7% | Reduced |
| Ronald Blue Trust, Inc. | 13,606 | $89.9K | 0.00% | +5,504+67.9% | Added |
| Fox Run Management, L.L.C. | 11,368 | $89.4K | 0.02% | −17,205−60.2% | Reduced |
| Platform Technology Partners | 11,155 | $87.7K | 0.03% | +11,155 | New |
| KLCM Advisors, Inc. | 11,000 | $86.5K | 0.01% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 11,000 | $86.5K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 11,000 | $86.5K | 0.03% | +1,000+10.0% | Added |
| Yousif Capital Management, LLC | 10,940 | $86.0K | 0.00% | +190+1.8% | Added |
| Jacobi Capital Management LLC | 10,890 | $85.6K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 10,852 | $85.3K | 0.01% | +10,852 | New |
| Guggenheim Capital LLC | 10,843 | $85.2K | 0.00% | +10,843 | New |
| Modus Advisors, LLC | 10,745 | $84.5K | 0.03% | −625−5.5% | Reduced |
| Advisors Management Group Inc | 10,651 | $84.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10,655 | $83.7K | 0.06% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 10,650 | $83.7K | 0.06% | +10,650 | New |
| Westwood Holdings Group Inc. | 10,646 | $83.7K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,578 | $83.0K | 0.01% | +10,578 | New |
| Balboa Wealth Partners | 10,450 | $82.1K | 0.02% | +10,450 | New |
| Hilltop Holdings Inc. | 10,400 | $81.7K | 0.01% | −2,825−21.4% | Reduced |
| Waller Financial Planning Group, Inc | 10,327 | $81.2K | 0.02% | +52+0.5% | Added |
| Brown Advisory Inc | 10,255 | $80.6K | 0.00% | −17,948−63.6% | Reduced |
| Capital Advisors Inc | 10,250 | $80.6K | 0.00% | −1,846−15.3% | Reduced |
| Guardian Wealth Advisors, LLC | 10,188 | $80.1K | 0.01% | −3,931−27.8% | Reduced |
| EverSource Wealth Advisors, LLC | 10,184 | $80.0K | 0.01% | −1,754−14.7% | Reduced |
| Hartline Investment Corp | 10,107 | $79.4K | 0.01% | −21,139−67.7% | Reduced |
| Strategic Blueprint, LLC | 10,068 | $79.1K | 0.00% | −62−0.6% | Reduced |
| Avion Wealth | 10,073 | $79.0K | 0.02% | +10,000+13,698.6% | Added |
| Cassaday & Co Wealth Management LLC | 10,000 | $78.6K | 0.00% | −450−4.3% | Reduced |
| Leonteq Securities AG | 10,000 | $78.6K | 0.01% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 10,000 | $78.6K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 10,110 | $78.0K | 0.00% | −151−1.5% | Reduced |
| TFC Financial Management | 9,768 | $76.8K | 0.01% | +311+3.3% | Added |
| Corebridge Financial, Inc. | 9,585 | $75.3K | 0.00% | −317−3.2% | Reduced |
| NBC Securities, Inc. | 9,581 | $75.0K | 0.01% | +1,081+12.7% | Added |
| Huntington National Bank | 8,856 | $69.6K | 0.00% | +7,222+442.0% | Added |
| Gainplan LLC | 10,351 | $68.4K | 0.03% | +49+0.5% | Added |
| Quantbot Technologies LP | 8,519 | $67.0K | 0.00% | −194,395−95.8% | Reduced |
| South State Corp. | 8,505 | $66.8K | 0.00% | +8,505 | New |
| Tower Research Capital LLC (TRC) | 8,431 | $66.3K | 0.00% | −17,119−67.0% | Reduced |
| Nemes Rush Group LLC | 8,894 | $64.9K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8,212 | $64.5K | 0.00% | +1,917+30.5% | Added |
| Principal Securities, Inc. | 8,187 | $64.3K | 0.00% | +4,698+134.7% | Added |
| Aster Capital Management (DIFC) Ltd | 7,690 | $60.4K | 0.01% | +7,690 | New |
| Parallel Advisors, LLC | 7,571 | $59.5K | 0.00% | +3,123+70.2% | Added |
| Asset Management One Co.,Ltd. | 7,345 | $57.7K | 0.00% | −575−7.3% | Reduced |
| Game Plan Financial Advisors, LLC | 7,200 | $56.6K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 7,000 | $55.0K | 0.01% | −640−8.4% | Reduced |
| Caitlin John, LLC | 3,900 | $52.6K | 0.03% | −200−4.9% | Reduced |
| Quarry LP | 6,625 | $52.1K | 0.02% | −6,069−47.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $47.2K | 0.03% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 6,000 | $47.2K | 0.02% | +6,000 | New |
| Ci Investments Inc. | 5,899 | $46.0K | 0.00% | +193+3.4% | Added |
| Caption Management, LLC | 5,797 | $45.6K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,751 | $45.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5,540 | $43.5K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,379 | $42.3K | 0.00% | +1,975+58.0% | Added |
| Ancora Advisors, LLC | 5,340 | $42.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,166 | $41.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 5,090 | $40.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5,000 | $39.3K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 5,000 | $39.3K | 0.02% | 00.0% | Unchanged |
| Amundi | 4,642 | $39.0K | 0.00% | +4,642 | New |
| Waldron Private Wealth LLC | 4,947 | $38.9K | 0.00% | +4,947 | New |
| PSI Advisors, LLC | 4,885 | $38.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,439 | $34.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4,234 | $33.3K | 0.01% | −200−4.5% | Reduced |
| GAMMA Investing LLC | 4,222 | $33.2K | 0.00% | −795−15.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 4,082 | $32.1K | 0.00% | +687+20.2% | Added |
| Cornerstone Planning Group LLC | 3,050 | $31.9K | 0.01% | +2,814+1,192.4% | Added |
| WealthCollab, LLC | 4,000 | $31.4K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 4,000 | $31.4K | 0.00% | +4,000 | New |
| GeoWealth Management, LLC | 3,638 | $28.6K | 0.00% | +3,638 | New |
| Skopos Labs, Inc. | 3,551 | $27.9K | 0.01% | +3,551 | New |
| HHM Wealth Advisors, LLC | 3,450 | $27.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3,412 | $26.8K | 0.01% | +3,412 | New |
| Sandy Spring Bank | 3,391 | $26.7K | 0.00% | −715−17.4% | Reduced |
| AdvisorNet Financial, Inc | 3,356 | $26.4K | 0.00% | +2,306+219.6% | Added |
| Nomura Asset Management Co Ltd | 3,300 | $25.9K | 0.00% | 00.0% | Unchanged |