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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 10,240 | $157.7K | 0.10% | −415−3.9% | Reduced |
| Hartline Investment Corp | 10,307 | $158.7K | 0.02% | +200+2.0% | Added |
| Ring Mountain Capital, LLC | 10,329 | $159.1K | 0.11% | +10,329 | New |
| Quadcap Wealth Management, LLC | 10,337 | $159.2K | 0.02% | −1,261−10.9% | Reduced |
| Paradigm Financial Partners, LLC | 10,398 | $160.1K | 0.02% | +10,398 | New |
| Dash Acquisitions Inc. | 10,000 | $161.7K | 0.03% | +10,000 | New |
| Parr McKnight Wealth Management Group, LLC | 10,500 | $161.7K | 0.02% | +10,500 | New |
| Jacobi Capital Management LLC | 10,565 | $162.7K | 0.01% | −325−3.0% | Reduced |
| Cigna Investments Inc | 10,578 | $163.0K | 0.03% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 10,646 | $163.9K | 0.00% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 10,650 | $164.0K | 0.11% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 10,650 | $164.0K | 0.11% | +10,650 | New |
| Visionary Wealth Advisors | 10,896 | $167.8K | 0.01% | −3,380−23.7% | Reduced |
| KLCM Advisors, Inc. | 11,000 | $169.4K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 11,000 | $169.4K | 0.05% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 11,094 | $170.8K | 0.01% | +11,094 | New |
| Centaurus Financial, Inc. | 11,201 | $172.0K | 0.01% | +11,201 | New |
| PKS Advisory Services, LLC | 11,195 | $172.4K | 0.05% | +11,195 | New |
| Advisors Management Group Inc | 11,263 | $173.0K | 0.04% | +612+5.7% | Added |
| Waterloo Capital, L.P. | 11,246 | $173.2K | 0.02% | +11,246 | New |
| Axxcess Wealth Management, LLC | 11,254 | $173.3K | 0.00% | −5,225−31.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $177.1K | 0.06% | +5,500+91.7% | Added |
| Geneos Wealth Management Inc. | 11,555 | $177.9K | 0.01% | −6,050−34.4% | Reduced |
| Emergent Wealth Advisors, LLC | 11,580 | $178.3K | 0.13% | +11,580 | New |
| Compass Capital Corp | 10,000 | $179.5K | 0.07% | +10,000 | New |
| Prospect Financial Services LLC | 11,700 | $180.2K | 0.10% | +11,700 | New |
| Prasad Wealth Partners, LLC | 11,812 | $181.9K | 0.06% | +11,812 | New |
| Rosenberg Matthew Hamilton | 12,026 | $185.2K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,042 | $185.4K | 0.01% | +378+3.2% | Added |
| O'Dell Group, LLC | 12,108 | $186.5K | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 12,181 | $187.6K | 0.01% | +180+1.5% | Added |
| Interchange Capital Partners, LLC | 12,246 | $188.6K | 0.07% | −1,636−11.8% | Reduced |
| Prostatis Group LLC | 12,261 | $188.8K | 0.06% | +61+0.5% | Added |
| Yousif Capital Management, LLC | 12,436 | $191.5K | 0.00% | +1,496+13.7% | Added |
| Fermata Advisors, LLC | 12,485 | $192.3K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 12,496 | $192.4K | 0.01% | +12,496 | New |
| Mayfair Advisory Group, LLC | 12,635 | $194.6K | 0.11% | +450+3.7% | Added |
| Key Client Fiduciary Advisors, LLC | 12,647 | $194.8K | 0.09% | +12,647 | New |
| Vident Advisory, LLC | 12,859 | $198.0K | 0.00% | −3,465−21.2% | Reduced |
| SageView Advisory Group, LLC | 12,887 | $198.5K | 0.01% | +12,887 | New |
| Venturi Wealth Management, LLC | 13,011 | $200.4K | 0.01% | +11,606+826.0% | Added |
| Ballentine Partners, LLC | 13,151 | $202.5K | 0.00% | −31−0.2% | Reduced |
| Keystone Financial Services | 13,165 | $202.7K | 0.08% | +543+4.3% | Added |
| HSBC Holdings PLC | 13,005 | $204.0K | 0.00% | +13,005 | New |
| Capital Advisors Inc | 13,251 | $204.1K | 0.00% | +3,001+29.3% | Added |
| Procyon Private Wealth Partners, LLC | 13,497 | $207.9K | 0.01% | +1,000+8.0% | Added |
| Future Financial Wealth Managment LLC | 13,500 | $207.9K | 0.15% | −1,610−10.7% | Reduced |
| National Asset Management, Inc. | 13,544 | $208.6K | 0.01% | −2,473−15.4% | Reduced |
| Mayflower Financial Advisors, LLC | 13,565 | $208.9K | 0.03% | +13,565 | New |
| Old National Bancorp | 13,593 | $209.3K | 0.00% | +13,593 | New |
| Worth Financial Advisory Group, LLC | 13,610 | $209.6K | 0.13% | −150−1.1% | Reduced |
| Fullcircle Wealth LLC | 13,900 | $211.1K | 0.09% | −134−1.0% | Reduced |
| Garden State Investment Advisory Services LLC | 13,825 | $212.9K | 0.07% | −1,675−10.8% | Reduced |
| Global Financial Private Client, LLC | 13,896 | $214.0K | 0.08% | −35−0.3% | Reduced |
| Sava Infond d.o.o. | 14,000 | $215.6K | 0.04% | +14,000 | New |
| Park Avenue Securities LLC | 13,996 | $216.0K | 0.00% | −786−5.3% | Reduced |
| Burr Financial Services, LLC | 14,090 | $217.0K | 0.15% | +14,090 | New |
| Hilltop Holdings Inc. | 14,149 | $217.9K | 0.01% | +3,749+36.0% | Added |
| SLT Holdings LLC | 14,163 | $218.1K | 0.21% | +14,163 | New |
| Wealthcare Advisory Partners LLC | 14,199 | $218.7K | 0.01% | −4,248−23.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 14,200 | $218.7K | 0.05% | +200+1.4% | Added |
| Tucker Asset Management LLC | 14,310 | $220.4K | 0.02% | +12,967+965.5% | Added |
| HB Wealth Management, LLC | 14,325 | $220.6K | 0.00% | −11,102−43.7% | Reduced |
| Smith Anglin Financial, LLC | 14,500 | $223.3K | 0.02% | −500−3.3% | Reduced |
| Avestar Capital, LLC | 14,582 | $224.6K | 0.02% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 14,692 | $225.9K | 0.00% | +14,692 | New |
| Coldstream Capital Management Inc | 14,691 | $226.2K | 0.00% | +2,865+24.2% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,500 | $226.6K | 0.09% | +1,900+15.1% | Added |
| Thoroughbred Financial Services, LLC | 14,820 | $228.0K | 0.01% | +14,820 | New |
| Bravias Capital Group, LLC | 14,550 | $229.6K | 0.19% | +14,550 | New |
| Gotham Asset Management, LLC | 14,991 | $230.9K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 15,001 | $231.0K | 0.00% | −2,439−14.0% | Reduced |
| Evolution Wealth Advisors, LLC | 15,230 | $234.5K | 0.04% | +15,230 | New |
| Clay Northam Wealth Management, LLC | 15,336 | $236.2K | 0.15% | 00.0% | Unchanged |
| Sherman Porfolios, LLC | 15,440 | $237.8K | 0.10% | +15,440 | New |
| Nomura Holdings Inc | 15,598 | $240.2K | 0.00% | +15,598 | New |
| Northwest Wealth Management, LLC | 15,599 | $240.2K | 0.05% | +293+1.9% | Added |
| Financial Advisory Service, Inc. | 15,820 | $243.6K | 0.02% | −300−1.9% | Reduced |
| Redhawk Wealth Advisors, Inc. | 16,202 | $249.5K | 0.03% | 00.0% | Unchanged |
| Truefg, LLC | 16,300 | $251.0K | 0.08% | 00.0% | Unchanged |
| Cooper Financial Group | 16,406 | $252.7K | 0.03% | +1,443+9.6% | Added |
| Albion Financial Group | 16,415 | $252.8K | 0.02% | 00.0% | Unchanged |
| Maven Securities LTD | 16,500 | $254.1K | 0.04% | +16,500 | New |
| Regal Investment Advisors LLC | 16,548 | $254.8K | 0.02% | +16,548 | New |
| Meeder Advisory Services, Inc. | 16,549 | $254.9K | 0.02% | +5,697+52.5% | Added |
| Newman Dignan & Sheerar, Inc. | 16,773 | $258.3K | 0.07% | −1,600−8.7% | Reduced |
| Wedmont Private Capital | 18,315 | $259.2K | 0.01% | +3,486+23.5% | Added |
| CoreCap Advisors, LLC | 16,889 | $260.1K | 0.01% | +8,677+105.7% | Added |
| Two Sigma Securities, LLC | 17,031 | $262.3K | 0.05% | −66,541−79.6% | Reduced |
| Diversify Wealth Management, LLC | 18,645 | $263.8K | 0.02% | −19,699−51.4% | Reduced |
| Bensler, LLC | 17,140 | $264.0K | 0.03% | −43−0.3% | Reduced |
| Kestra Private Wealth Services, LLC | 17,181 | $264.6K | 0.00% | −6,500−27.4% | Reduced |
| Independent Advisor Alliance | 17,186 | $264.7K | 0.00% | −533−3.0% | Reduced |
| CIBC World Markets Inc. | 17,220 | $265.0K | 0.00% | +17,220 | New |
| CTC Alternative Strategies, Ltd. | 17,212 | $265.1K | 0.34% | +17,212 | New |
| Foundations Investment Advisors, LLC | 17,475 | $269.1K | 0.01% | +51+0.3% | Added |
| Moore Capital Management, LP | 17,530 | $270.0K | 0.01% | +17,530 | New |
| Pinkerton Retirement Specialists, LLC | 17,786 | $273.9K | 0.04% | +17,786 | New |
| Calton & Associates, Inc. | 17,850 | $274.9K | 0.12% | −22,590−55.9% | Reduced |
| Keystone Financial Services, LLC | 17,856 | $275.0K | 0.25% | +17,856 | New |