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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 725 | $11.2K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 800 | $11.3K | 0.01% | +800 | New |
| Trust Co of Vermont | 752 | $11.6K | 0.00% | +355+89.4% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 723 | $12.3K | 0.00% | +50+7.4% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $12.3K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 800 | $12.3K | 0.00% | +800 | New |
| CarsonAllaria Wealth Management, Ltd. | 868 | $13.4K | 0.01% | +493+131.5% | Added |
| HighMark Wealth Management LLC | 871 | $13.4K | 0.01% | +66+8.2% | Added |
| Bell Investment Advisors, Inc | 966 | $14.9K | 0.00% | +33+3.5% | Added |
| MRP Capital Investments, LLC | 1,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,000 | $15.4K | 0.00% | +1,000 | New |
| Financially Speaking Inc | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Comprehensive Financial Planning, Inc. | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Curio Wealth, LLC | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Parkside Financial Bank & Trust | 1,028 | $15.8K | 0.00% | +100+10.8% | Added |
| Proequities, Inc. | 917 | $16.1K | 0.00% | +917 | New |
| Northwest Capital Management Inc | 1,090 | $16.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,135 | $17.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,157 | $17.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,195 | $18.4K | 0.00% | −3−0.3% | Reduced |
| Central Trust Co | 1,220 | $18.8K | 0.00% | +1,220 | New |
| Covestor Ltd | 1,217 | $19.0K | 0.01% | +94+8.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,279 | $19.7K | 0.00% | +279+27.9% | Added |
| Glass Jacobson Investment Advisors llc | 1,300 | $20.0K | 0.01% | −200−13.3% | Reduced |
| Signature Resources Capital Management, LLC | 1,341 | $20.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,401 | $21.6K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,445 | $22.3K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1,465 | $22.6K | 0.04% | +1,465 | New |
| WR Wealth Planners, LLC | 1,554 | $23.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,600 | $24.6K | 0.01% | +600+60.0% | Added |
| Capital Advisors, Ltd. LLC | 1,614 | $25.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,646 | $25.7K | 0.00% | +590+55.9% | Added |
| Blue Bell Private Wealth Management, LLC | 1,720 | $26.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,750 | $26.9K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,743 | $27.2K | 0.00% | +1,743 | New |
| TD Private Client Wealth LLC | 1,952 | $30.1K | 0.00% | +144+8.0% | Added |
| Quadrant Capital Group LLC | 1,966 | $30.3K | 0.00% | +42+2.2% | Added |
| Barrett & Company, Inc. | 2,000 | $30.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,000 | $30.8K | 0.00% | +2,000 | New |
| MPWM Advisory Solutions, LLC | 2,110 | $32.5K | 0.02% | +2,110 | New |
| FNY Investment Advisers, LLC | 2,167 | $33.0K | 0.02% | +2,167 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,178 | $33.5K | 0.00% | −348−13.8% | Reduced |
| IAG Wealth Partners, LLC | 2,475 | $38.1K | 0.01% | +2,475 | New |
| CNB Bank | 2,500 | $38.5K | 0.02% | −2,500−50.0% | Reduced |
| Sound Income Strategies, LLC | 2,500 | $38.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $38.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,509 | $38.6K | 0.00% | +3+0.1% | Added |
| First Horizon Advisors, Inc. | 2,629 | $40.5K | 0.00% | −389−12.9% | Reduced |
| Elequin Capital LP | 2,726 | $42.0K | 0.00% | +631+30.1% | Added |
| Cyrus J. Lawrence, LLC | 2,800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,850 | $43.9K | 0.00% | −2,240−44.0% | Reduced |
| MAI Capital Management | 2,992 | $46.1K | 0.00% | +2,992 | New |
| NewSquare Capital LLC | 3,000 | $46.2K | 0.00% | −2,000−40.0% | Reduced |
| Bank of New Hampshire | 3,000 | $46.2K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 3,096 | $47.7K | 0.01% | −3,529−53.3% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,133 | $48.2K | 0.02% | −4,557−59.3% | Reduced |
| Legacy Investment Solutions, LLC | 3,244 | $48.4K | 0.03% | +1,744+116.3% | Added |
| Legacy Wealth Managment, LLC | 3,244 | $48.4K | 0.03% | +1,744+116.3% | Added |
| GeoWealth Management, LLC | 3,286 | $50.6K | 0.00% | −352−9.7% | Reduced |
| Westside Investment Management, Inc. | 3,300 | $50.8K | 0.01% | −200−5.7% | Reduced |
| Aventura Private Wealth, LLC | 3,329 | $51.3K | 0.03% | +3,329 | New |
| Sandy Spring Bank | 3,411 | $52.5K | 0.00% | +20+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,469 | $53.4K | 0.00% | −613−15.0% | Reduced |
| Skopos Labs, Inc. | 3,608 | $55.6K | 0.02% | +57+1.6% | Added |
| Caitlin John, LLC | 3,900 | $60.1K | 0.04% | 00.0% | Unchanged |
| WealthCollab, LLC | 4,000 | $61.6K | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,400 | $67.8K | 0.00% | +1,100+33.3% | Added |
| Tortoise Investment Management, LLC | 4,439 | $68.4K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,885 | $75.2K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 4,929 | $75.9K | 0.00% | −3,927−44.3% | Reduced |
| SRS Capital Advisors, Inc. | 5,059 | $77.9K | 0.00% | −692−12.0% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $81.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 5,234 | $83.6K | 0.00% | −2,111−28.7% | Reduced |
| AdvisorNet Financial, Inc | 5,486 | $84.5K | 0.01% | +2,130+63.5% | Added |
| Ci Investments Inc. | 5,607 | $86.0K | 0.00% | −292−4.9% | Reduced |
| SOA Wealth Advisors, LLC. | 5,634 | $86.8K | 0.02% | +1,400+33.1% | Added |
| Lindbrook Capital, LLC | 5,746 | $88.5K | 0.01% | +367+6.8% | Added |
| Chapin Davis, Inc. | 11,525 | $90.6K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,925 | $91.2K | 0.01% | +1,703+40.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $92.4K | 0.07% | 00.0% | Unchanged |
| Modus Advisors, LLC | 6,039 | $93.0K | 0.03% | −4,706−43.8% | Reduced |
| Parallel Advisors, LLC | 7,334 | $113.0K | 0.00% | −237−3.1% | Reduced |
| Nemes Rush Group LLC | 7,438 | $114.5K | 0.01% | −1,456−16.4% | Reduced |
| Private Trust Co NA | 7,500 | $115.5K | 0.01% | +500+7.1% | Added |
| Transce3nd, LLC | 7,500 | $115.5K | 0.04% | +7,500 | New |
| R Squared Ltd | 8,225 | $126.7K | 0.12% | +8,225 | New |
| Game Plan Financial Advisors, LLC | 8,200 | $128.1K | 0.06% | +1,000+13.9% | Added |
| South State Corp. | 8,330 | $128.3K | 0.01% | −175−2.1% | Reduced |
| TD Waterhouse Canada Inc. | 8,559 | $131.7K | 0.00% | −4,653−35.2% | Reduced |
| Principal Securities, Inc. | 8,587 | $132.2K | 0.00% | +400+4.9% | Added |
| EverSource Wealth Advisors, LLC | 8,991 | $138.5K | 0.01% | −1,193−11.7% | Reduced |
| Corebridge Financial, Inc. | 9,268 | $142.7K | 0.00% | −317−3.3% | Reduced |
| TFC Financial Management | 9,718 | $149.7K | 0.02% | −50−0.5% | Reduced |
| Sunbelt Securities, Inc. | 9,750 | $152.4K | 0.01% | +8,723+849.4% | Added |
| Platform Technology Partners | 10,033 | $154.5K | 0.05% | −1,122−10.1% | Reduced |
| Avion Wealth | 10,124 | $155.0K | 0.04% | +51+0.5% | Added |
| Transcend Wealth Collective, LLC | 10,165 | $156.5K | 0.01% | −1,883−15.6% | Reduced |
| Waller Financial Planning Group, Inc | 10,227 | $157.5K | 0.04% | −100−1.0% | Reduced |