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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 3,500 | $25.8K | 0.01% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,200 | $25.2K | 0.01% | +3,200 | New |
| First Horizon Advisors, Inc. | 3,018 | $23.7K | 0.00% | −906−23.1% | Reduced |
| Bank of New Hampshire | 3,000 | $23.6K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 2,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 2,706 | $21.3K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1,500 | $20.3K | 0.01% | +1,500 | New |
| Legacy Wealth Managment, LLC | 1,500 | $20.3K | 0.01% | +1,500 | New |
| Kovitz Investment Group Partners, LLC | 48,681 | $20.0K | 0.00% | +48,681 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,526 | $19.9K | 0.00% | +2,287+956.9% | Added |
| Farther Finance Advisors, LLC | 2,506 | $19.7K | 0.00% | +370+17.3% | Added |
| Sound Income Strategies, LLC | 2,500 | $19.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $19.6K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 2,122 | $16.7K | 0.00% | −2,211−51.0% | Reduced |
| Elequin Capital LP | 2,095 | $16.5K | 0.00% | +2,095 | New |
| Barrett & Company, Inc. | 2,000 | $15.7K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $15.7K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,924 | $15.1K | 0.00% | −70−3.5% | Reduced |
| TD Private Client Wealth LLC | 1,808 | $14.2K | 0.00% | +1,808 | New |
| Whittier Trust Co | 1,750 | $13.8K | 0.00% | +1,750 | New |
| Blue Bell Private Wealth Management, LLC | 1,720 | $13.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,614 | $13.0K | 0.00% | +2+0.1% | Added |
| WR Wealth Planners, LLC | 1,554 | $12.2K | 0.00% | +1,554 | New |
| Stone House Investment Management, LLC | 1,500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $11.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,445 | $11.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 1,405 | $11.0K | 0.00% | +440+45.6% | Added |
| MCF Advisors LLC | 1,401 | $11.0K | 0.00% | +1,000+249.4% | Added |
| Tucker Asset Management LLC | 1,343 | $10.6K | 0.00% | +1,205+873.2% | Added |
| Signature Resources Capital Management, LLC | 1,341 | $10.5K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 1,227 | $9.64K | 0.00% | +1,227 | New |
| Northwest Investment Counselors, LLC | 1,200 | $9.43K | 0.00% | +1,200 | New |
| Larson Financial Group LLC | 1,198 | $9.42K | 0.00% | +29+2.5% | Added |
| Focused Wealth Management, Inc | 1,194 | $9.38K | 0.00% | +1,194 | New |
| GPS Wealth Strategies Group, LLC | 1,157 | $9.09K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,123 | $9.00K | 0.01% | +14+1.3% | Added |
| Rothschild Investment LLC | 1,135 | $8.92K | 0.00% | +35+3.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,120 | $8.80K | 0.00% | +1,120 | New |
| Northwest Capital Management Inc | 1,090 | $8.57K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,056 | $8.39K | 0.00% | +557+111.6% | Added |
| Continuum Advisory, LLC | 626 | $8.39K | 0.00% | +626 | New |
| Sunbelt Securities, Inc. | 1,027 | $8.07K | 0.00% | +277+36.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,000 | $7.86K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $7.86K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,000 | $7.86K | 0.00% | +1,000 | New |
| MRP Capital Investments, LLC | 1,000 | $7.86K | 0.01% | +1,000 | New |
| Raelipskie Partnership | 1,000 | $7.86K | 0.00% | +1,000 | New |
| Planning Capital Management Corp | 950 | $7.47K | 0.00% | +950 | New |
| Bell Investment Advisors, Inc | 933 | $7.33K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 928 | $7.29K | 0.00% | +595+178.7% | Added |
| HighMark Wealth Management LLC | 805 | $6.33K | 0.00% | +805 | New |
| Brown, Lisle/Cummings, Inc. | 800 | $6.29K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 673 | $6.27K | 0.00% | −47−6.5% | Reduced |
| Quent Capital, LLC | 725 | $5.70K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 675 | $5.31K | 0.00% | +675 | New |
| Optimum Investment Advisors | 650 | $5.11K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 630 | $4.95K | 0.00% | +630 | New |
| NVWM, LLC | 600 | $4.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 586 | $4.61K | 0.00% | +586 | New |
| Tidemark, LLC | 571 | $4.49K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 565 | $4.44K | 0.00% | −10−1.7% | Reduced |
| North Star Investment Management Corp. | 500 | $3.93K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $3.93K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 500 | $3.93K | 0.00% | 00.0% | Unchanged |
| City State Bank | 500 | $3.93K | 0.00% | +300+150.0% | Added |
| Strategic Investment Solutions, Inc. | 500 | $3.93K | 0.00% | +500 | New |
| Versant Capital Management, Inc | 486 | $3.82K | 0.00% | −103−17.5% | Reduced |
| Asset Dedication, LLC | 400 | $3.14K | 0.00% | −1,050−72.4% | Reduced |
| Trust Co of Vermont | 397 | $3.12K | 0.00% | +397 | New |
| Creekmur Asset Management LLC | 396 | $3.11K | 0.00% | −2,612−86.8% | Reduced |
| JFS Wealth Advisors, LLC | 384 | $3.02K | 0.00% | +384 | New |
| TSFG, LLC | 373 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 283 | $3.00K | 0.00% | +283 | New |
| CarsonAllaria Wealth Management, Ltd. | 375 | $2.95K | 0.00% | +375 | New |
| Toth Financial Advisory Corp | 350 | $2.75K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 340 | $2.67K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 328 | $2.58K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 313 | $2.46K | 0.00% | −1,660−84.1% | Reduced |
| Hilltop National Bank | 300 | $2.36K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $2.36K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 254 | $2.00K | 0.00% | +192+309.7% | Added |
| Sachetta, LLC | 253 | $1.99K | 0.00% | +8+3.3% | Added |
| Bullock Wealth Management Group | 236 | $1.80K | 0.00% | +43+22.3% | Added |
| Massmutual Trust Co FSB | 224 | $1.76K | 0.00% | −125−35.8% | Reduced |
| American Capital Advisory, LLC | 210 | $1.65K | 0.00% | +210 | New |
| Coppell Advisory Solutions LLC | 200 | $1.59K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $1.57K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $1.57K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 136 | $1.07K | 0.00% | +136 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 125 | $983 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $983 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 120 | $943 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 118 | $927 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 109 | $856 | 0.00% | +109 | New |
| DiNuzzo Private Wealth, Inc. | 104 | $818 | 0.00% | +58+126.1% | Added |
| HM Payson & Co | 100 | $786 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $786 | 0.00% | +100 | New |