Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ4 2024: 705 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ4 2024: $8.07B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2024.

Institutions holding SOFI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Coston, McIsaac & Partners5$00.00%00.0%Unchanged
Roble, Belko & Company, Inc32$00.00%+32New
FSA Wealth Management LLC1$150.00%00.0%Unchanged
Activest Wealth Management2$310.00%+2New
ORG Wealth Partners, LLC5$770.00%+5New
Anfield Capital Management, LLC6$920.00%+6New
Bokf, NA7$990.00%00.0%Unchanged
NBC Securities, Inc.7$1080.01%−9,574−99.9%Reduced
Tradewinds Capital Management, LLC8$1240.00%+8New
High Note Wealth, LLC9$1390.00%+9New
St. Johns Investment Management Company, LLC19$2930.00%00.0%Unchanged
Eukles Asset Management20$3080.00%00.0%Unchanged
Cape Investment Advisory, Inc.20$3080.00%00.0%Unchanged
Parkworth Wealth Management, Inc.27$4160.00%+27New
Ronald Blue Trust, Inc.36$5540.00%−13,570−99.7%Reduced
Global Wealth Strategies & Associates36$5540.00%+36New
Caitong International Asset Management Co., Ltd39$6010.00%+39New
Riggs Asset Managment Co. Inc.39$6100.00%00.0%Unchanged
REAP Financial Group, LLC40$6160.00%00.0%Unchanged
Optiver Holding B.V.46$7080.00%+46New
West Financial Advisors, LLC49$7550.00%00.0%Unchanged
Truvestments Capital LLC50$7700.00%+50New
Peterson Wealth Services54$8320.00%+54New
Frazier Financial Advisors, LLC57$8910.00%+30+111.1%Added
Richards, Merrill & Peterson, Inc.58$8930.00%+58New
Pineridge Advisors LLC59$9070.00%+54+1,080.0%Added
Pin Oak Investment Advisors Inc100$1.00K0.00%00.0%Unchanged
Centerpoint Advisors, LLC50$1.00K0.00%00.0%Unchanged
WealthTrak Capital Management LLC70$1.08K0.00%+70New
Cassady Schiller Wealth Management, LLC74$1.14K0.00%+74New
Private Wealth Management Group, LLC79$1.22K0.00%00.0%Unchanged
Fortitude Family Office, LLC92$1.42K0.00%−5,448−98.3%Reduced
Principia Wealth Advisory, LLC93$1.43K0.00%+93New
Asset Dedication, LLC100$1.54K0.00%−300−75.0%Reduced
HM Payson & Co100$1.54K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$1.54K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$1.54K0.00%+100New
Copia Wealth Management100$1.54K0.00%+100New
Sanctuary Wealth Management, L.L.C.102$1.57K0.00%+43+72.9%Added
Synergy Financial Management, LLC224$1.76K0.00%+224New
Bruce G. Allen Investments, LLC118$1.82K0.00%00.0%Unchanged
Fifth Third Bancorp120$1.85K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC125$1.93K0.00%00.0%Unchanged
Financial Perspectives, Inc125$1.93K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.100$2.00K0.00%00.0%Unchanged
West Oak Capital, LLC127$2.00K0.00%+127New
Sittner & Nelson, LLC133$2.05K0.00%+133New
Concord Wealth Partners136$2.09K0.00%+100+277.8%Added
DiNuzzo Private Wealth, Inc.139$2.14K0.00%+35+33.7%Added
SJS Investment Consulting Inc.151$2.33K0.00%+15+11.0%Added
Ameriflex Group, Inc.164$2.59K0.00%+164New
Mark Sheptoff Financial Planning, LLC200$3.08K0.00%00.0%Unchanged
Kathleen S. Wright Associates Inc.200$3.08K0.00%+200New
Coppell Advisory Solutions LLC200$3.13K0.00%00.0%Unchanged
Gordian Capital Singapore Pte Ltd200$3.13K0.00%+200New
American Capital Advisory, LLC210$3.23K0.00%00.0%Unchanged
Assetmark, Inc238$3.67K0.00%+238New
Crewe Advisors LLC239$3.68K0.00%−13,822−98.3%Reduced
MV Capital Management, Inc.241$3.71K0.00%−13−5.1%Reduced
City State Bank250$3.85K0.00%−250−50.0%Reduced
Armstrong Advisory Group, Inc250$3.85K0.00%+250New
Anchor Investment Management, LLC252$3.88K0.00%+240+2,000.0%Added
Sachetta, LLC253$3.90K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.280$4.31K0.00%−840−75.0%Reduced
Stonebridge Financial Group, LLC280$4.31K0.00%+280New
Massmutual Trust Co FSB282$4.34K0.00%+58+25.9%Added
Main Street Group, LTD300$4.62K0.00%00.0%Unchanged
Measured Risk Portfolios, Inc.300$4.62K0.01%+300New
AllSquare Wealth Management LLC300$4.62K0.00%+300New
Murphy & Mullick Capital Management Corp300$4.62K0.00%+300New
AlphaMark Advisors, LLC300$5.00K0.00%00.0%Unchanged
PrairieView Partners, LLC380$5.00K0.00%00.0%Unchanged
Red Tortoise LLC328$5.05K0.00%00.0%Unchanged
Oarsman Capital, Inc.333$5.13K0.00%−342−50.7%Reduced
Medallion Wealth Advisors, LLC339$5.22K0.00%+339New
Toth Financial Advisory Corp360$5.54K0.00%+10+2.9%Added
Investment Research & Advisory Group, Inc.367$5.65K0.00%+27+7.9%Added
Colonial Trust Co378$5.82K0.00%+378New
TSFG, LLC373$6.00K0.00%00.0%Unchanged
Atticus Wealth Management, LLC400$6.16K0.00%+400New
JFS Wealth Advisors, LLC410$6.31K0.00%+26+6.8%Added
Rialto Wealth Management, LLC414$6.38K0.00%+414New
GoalVest Advisory LLC481$7.41K0.00%+481New
Versant Capital Management, Inc486$7.48K0.00%00.0%Unchanged
Cornerstone Planning Group LLC472$7.59K0.00%−2,578−84.5%Reduced
North Star Investment Management Corp.500$7.70K0.00%00.0%Unchanged
BFSG, LLC500$7.70K0.00%00.0%Unchanged
Strategic Investment Solutions, Inc.500$7.70K0.00%00.0%Unchanged
Creative Financial Designs Inc500$7.70K0.00%+450+900.0%Added
Farmers & Merchants Investments Inc500$7.70K0.00%+500New
Hemington Wealth Management530$8.00K0.00%+247+87.3%Added
Optimum Investment Advisors550$8.47K0.00%−100−15.4%Reduced
Fourth Dimension Wealth, LLC550$8.47K0.00%+550New
Householder Group Estate & Retirement Specialist, LLC600$9.00K0.01%−55,755−98.9%Reduced
True Wealth Design, LLC586$9.03K0.00%00.0%Unchanged
NVWM, LLC600$9.24K0.00%00.0%Unchanged
Continuum Advisory, LLC626$9.64K0.00%00.0%Unchanged
Estabrook Capital Management630$9.70K0.00%00.0%Unchanged
Tidemark, LLC671$10.3K0.00%+100+17.5%Added
Ancora Advisors, LLC700$10.8K0.00%−4,640−86.9%Reduced