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, Q4 2024
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 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
- 705
- +89 vs. Q3 2024
- Shares held
- 524.1M
- +19.9M (+3.9%) vs. Q3 2024
- Total value
- $8.07B
- +$4.10B (+103.5%) vs. Q3 2024
- New holders
- 170
- 211 more added
- Sold out
- 81
- 223 more reduced
10 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 98,337,045 | $1.51B | 0.03% | +8,898,879+9.9% | Added |
| BlackRock, Inc. | 47,295,426 | $728.3M | 0.01% | +1,857,259+4.1% | Added |
| D. E. Shaw & Co., Inc. | 31,318,337 | $482.3M | 0.53% | +29,744,919+1,890.5% | Added |
| Two Sigma Advisers, LP | 19,479,200 | $300.0M | 0.69% | +19,479,200 | New |
| State Street Corp | 18,761,329 | $288.9M | 0.01% | +698,474+3.9% | Added |
| Geode Capital Management, LLC | 17,934,983 | $276.3M | 0.02% | +315,899+1.8% | Added |
| Two Sigma Investments, LP | 15,866,755 | $244.3M | 0.56% | +12,943,428+442.8% | Added |
| Dimensional Fund Advisors LP | 14,310,766 | $220.4M | 0.05% | −10,405,846−42.1% | Reduced |
| Morgan Stanley | 13,552,166 | $208.7M | 0.01% | +1,619,565+13.6% | Added |
| UBS Group AG | 12,538,992 | $193.1M | 0.04% | +9,034,657+257.8% | Added |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,391,202 | $144.6M | 1.20% | −3,221,361−25.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,732,843 | $119.1M | 0.08% | −2,313,418−23.0% | Reduced |
| Nikko Asset Management Americas, Inc. | 7,732,843 | $119.0M | 1.29% | −2,304,203−23.0% | Reduced |
| BNP Paribas Arbitrage, SA | 7,300,372 | $112.4M | 0.09% | +7,300,372 | New |
| Wells Fargo & Company | 7,158,613 | $110.2M | 0.03% | +1,824,588+34.2% | Added |
| Norges Bank | 6,732,360 | $103.7M | 0.01% | −5,212,012−43.6% | Reduced |
| Renaissance Technologies LLC | 6,642,700 | $102.3M | 0.15% | −4,748,200−41.7% | Reduced |
| Charles Schwab Investment Management Inc | 6,313,617 | $97.2M | 0.02% | +167,780+2.7% | Added |
| Susquehanna International Group, LLP | 6,159,927 | $94.9M | 0.14% | +1,150,547+23.0% | Added |
| Northern Trust Corp | 6,052,301 | $93.2M | 0.01% | +1,121,550+22.7% | Added |
| Jane Street Group, LLC | 5,984,801 | $92.2M | 0.15% | +573,284+10.6% | Added |
| Bank of America Corp | 5,977,470 | $92.1M | 0.01% | +268,108+4.7% | Added |
| Citadel Advisors LLC | 5,503,971 | $84.8M | 0.08% | −473,522−7.9% | Reduced |
| Voloridge Investment Management, LLC | 4,879,142 | $75.1M | 0.27% | +4,879,142 | New |
| Azora Capital LP | 4,419,345 | $68.1M | 3.06% | +71,277+1.6% | Added |
| Patient Capital Management, LLC | 4,251,680 | $65.5M | 3.02% | −1,544,007−26.6% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $63.2M | 60.57% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 4,084,871 | $62.9M | 0.02% | −56,803−1.4% | Reduced |
| Squarepoint Ops LLC | 3,598,555 | $55.4M | 0.14% | +2,300,359+177.2% | Added |
| Royal Bank of Canada | 3,563,124 | $54.9M | 0.01% | −631,549−15.1% | Reduced |
| Bank of Montreal | 3,550,996 | $54.7M | 0.03% | +395,976+12.6% | Added |
| Citigroup Inc | 3,366,060 | $51.8M | 0.05% | −426,082−11.2% | Reduced |
| Capital Fund Management S.A. | 3,341,683 | $51.5M | 0.51% | +2,503,196+298.5% | Added |
| Bank of New York Mellon Corp | 3,223,370 | $49.6M | 0.01% | +8,218+0.3% | Added |
| Mizuho Markets Americas LLC | 2,908,089 | $44.8M | 0.86% | −34,648−1.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 2,729,750 | $42.0M | 0.19% | −1,210,590−30.7% | Reduced |
| First Trust Advisors LP | 2,686,667 | $41.4M | 0.04% | +2,293,622+583.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,740,628 | $40.7M | 0.04% | +1,512,326+123.1% | Added |
| Amundi | 2,705,185 | $39.4M | 0.01% | +2,700,543+58,176.3% | Added |
| UBS Asset Management Americas Inc | 2,519,360 | $38.8M | 0.01% | +380,218+17.8% | Added |
| Tudor Investment Corp Et Al | 2,331,494 | $35.9M | 0.38% | +2,019,472+647.2% | Added |
| Swiss National Bank | 1,991,700 | $30.7M | 0.02% | +31,200+1.6% | Added |
| Goldman Sachs Group Inc | 1,957,581 | $30.1M | 0.01% | +725,986+58.9% | Added |
| Millennium Management LLC | 1,862,361 | $28.7M | 0.02% | −5,279,217−73.9% | Reduced |
| Aquatic Capital Management LLC | 1,737,323 | $26.8M | 0.72% | +1,737,323 | New |
| California Public Employees Retirement System | 1,624,450 | $25.0M | 0.02% | +322,967+24.8% | Added |
| LPL Financial LLC | 1,603,340 | $24.7M | 0.01% | −22,451−1.4% | Reduced |
| Price T Rowe Associates Inc | 1,518,141 | $23.4M | 0.00% | +41,248+2.8% | Added |
| State of Michigan Retirement System | 1,500,000 | $23.1M | 0.12% | 00.0% | Unchanged |
| Invesco Ltd. | 1,408,801 | $21.7M | 0.00% | +645,994+84.7% | Added |
| Alliancebernstein L.P. | 1,286,698 | $19.8M | 0.01% | +901,865+234.4% | Added |
| Twin Tree Management, LP | 1,250,222 | $19.3M | 0.47% | +1,248,995+101,792.6% | Added |
| MML Investors Services, LLC | 1,208,060 | $18.6M | 0.06% | −281,872−18.9% | Reduced |
| Barclays PLC | 1,082,489 | $16.7M | 0.01% | +620,004+134.1% | Added |
| Group One Trading, L.P. | 1,080,895 | $16.6M | 0.57% | −1,195,501−52.5% | Reduced |
| Rhumbline Advisers | 1,033,602 | $15.9M | 0.01% | +37,892+3.8% | Added |
| Legal & General Group Plc | 1,030,270 | $15.9M | 0.00% | −1850.0% | Reduced |
| FMR LLC | 997,015 | $15.4M | 0.00% | +904,383+976.3% | Added |
| California State Teachers Retirement System | 950,857 | $14.6M | 0.02% | −1,661−0.2% | Reduced |
| Raymond James Financial Inc | 940,168 | $14.5M | 0.01% | +940,168 | New |
| Bank of Nova Scotia | 936,332 | $14.4M | 0.03% | +936,332 | New |
| Nordea Investment Management AB | 898,467 | $14.1M | 0.01% | +10,506+1.2% | Added |
| State Board of Administration of Florida Retirement System | 872,409 | $13.4M | 0.03% | +265,870+43.8% | Added |
| Jump Financial, LLC | 857,715 | $13.2M | 0.28% | +834,878+3,655.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 840,102 | $12.9M | 0.03% | +24,247+3.0% | Added |
| Walleye Trading LLC | 822,673 | $12.7M | 0.25% | −563,204−40.6% | Reduced |
| TownSquare Capital, LLC | 765,397 | $11.8M | 0.13% | −163,049−17.6% | Reduced |
| JPMorgan Chase & Co | 745,856 | $11.5M | 0.00% | −6,726,519−90.0% | Reduced |
| Brighton Jones LLC | 719,288 | $11.1M | 0.32% | +14,281+2.0% | Added |
| Deutsche Bank AG | 717,143 | $11.0M | 0.00% | +662,923+1,222.7% | Added |
| Ameriprise Financial Inc | 696,799 | $10.7M | 0.00% | +27,367+4.1% | Added |
| HRT Financial LP | 695,634 | $10.7M | 0.06% | −1,568,255−69.3% | Reduced |
| Longitude (Cayman) Ltd. | 690,000 | $10.6M | 12.18% | −586,500−45.9% | Reduced |
| Moors & Cabot, Inc. | 672,595 | $10.4M | 0.49% | −181,095−21.2% | Reduced |
| Parkside Investments, LLC | 670,960 | $10.3M | 1.55% | −81,050−10.8% | Reduced |
| FORA Capital, LLC | 667,278 | $10.3M | 1.18% | +511,319+327.9% | Added |
| AQR Capital Management LLC | 635,594 | $9.79M | 0.01% | +141,153+28.5% | Added |
| Berkshire Capital Holdings Inc | 620,810 | $9.56M | 3.45% | +620,800+6,208,000.0% | Added |
| Trexquant Investment LP | 617,831 | $9.51M | 0.11% | +456,096+282.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 592,930 | $9.13M | 0.47% | +67,779+12.9% | Added |
| Quadrature Capital Ltd | 587,790 | $9.05M | 0.18% | −1,448,314−71.1% | Reduced |
| Diversify Advisory Services, LLC | 630,170 | $8.92M | 0.49% | −183,419−22.5% | Reduced |
| NFP Retirement, Inc. | 575,987 | $8.87M | 0.70% | −10.0% | Reduced |
| Rockefeller Capital Management L.P. | 574,502 | $8.85M | 0.02% | −1,634,764−74.0% | Reduced |
| Simplex Trading, LLC | 558,783 | $8.61M | 0.24% | −698,996−55.6% | Reduced |
| New York State Common Retirement Fund | 543,987 | $8.38M | 0.01% | −25,000−4.4% | Reduced |
| L & S Advisors Inc | 522,312 | $8.04M | 0.88% | +522,312 | New |
| Mark Asset Management LP | 520,513 | $8.02M | 1.24% | −497,334−48.9% | Reduced |
| Cetera Investment Advisers | 520,044 | $8.01M | 0.02% | −282,252−35.2% | Reduced |
| Soros Capital Management LLC | 515,500 | $7.94M | 1.24% | +515,500 | New |
| Cerity Partners LLC | 507,619 | $7.76M | 0.02% | −197,752−28.0% | Reduced |
| Ardmore Road Asset Management LP | 500,000 | $7.70M | 1.12% | −300,000−37.5% | Reduced |
| Anderson Hoagland & Co | 445,977 | $7.36M | 0.76% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 477,385 | $7.35M | 0.01% | −157,076−24.8% | Reduced |
| Zacks Investment Management | 477,206 | $7.35M | 0.07% | −1,974−0.4% | Reduced |
| Janus Henderson Group PLC | 465,995 | $7.17M | 0.00% | −13,500−2.8% | Reduced |
| Treasurer of the State of North Carolina | 464,917 | $7.16M | 0.03% | +14,700+3.3% | Added |
| Man Group plc | 448,460 | $6.91M | 0.02% | +448,460 | New |
| Verition Fund Management LLC | 447,916 | $6.90M | 0.03% | −328,124−42.3% | Reduced |
| Mariner, LLC | 445,936 | $6.87M | 0.01% | −43,463−8.9% | Reduced |