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 |
|---|---|---|---|---|---|
| Balboa Wealth Partners | 17,997 | $277.2K | 0.06% | +7,547+72.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 18,713 | $277.7K | 0.00% | +536+2.9% | Added |
| Aigen Investment Management, LP | 18,076 | $278.4K | 0.05% | +18,076 | New |
| Belpointe Asset Management LLC | 35,013 | $279.8K | 0.02% | −173−0.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 18,300 | $281.8K | 0.07% | +18,300 | New |
| West Michigan Advisors, LLC | 18,438 | $283.9K | 0.09% | +18,438 | New |
| Pointe Capital Management LLC | 18,490 | $284.7K | 0.16% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 18,601 | $286.5K | 0.05% | +18,601 | New |
| Mainstay Capital Management LLC | 18,753 | $288.8K | 0.04% | −141−0.7% | Reduced |
| DRW Securities, LLC | 19,080 | $293.8K | 0.02% | +19,080 | New |
| Axim Planning & Wealth | 19,312 | $297.4K | 0.32% | −13,606−41.3% | Reduced |
| Verus Capital Partners, LLC | 19,380 | $298.5K | 0.03% | +362+1.9% | Added |
| Lazard Asset Management LLC | 19,649 | $301.0K | 0.00% | +9,539+94.4% | Added |
| Tower Research Capital LLC (TRC) | 19,643 | $302.5K | 0.01% | +11,212+133.0% | Added |
| Wealthspan Partners, LLC | 19,761 | $304.3K | 0.15% | +2,645+15.5% | Added |
| Cassaday & Co Wealth Management LLC | 19,900 | $306.5K | 0.01% | +9,900+99.0% | Added |
| Marshall Financial Group LLC | 20,060 | $308.9K | 0.07% | −483−2.4% | Reduced |
| RSM US Wealth Management LLC | 19,853 | $309.6K | 0.00% | +2,696+15.7% | Added |
| Signaturefd, LLC | 20,230 | $311.5K | 0.01% | −9,584−32.1% | Reduced |
| Qsemble Capital Management, LP | 20,315 | $312.9K | 0.04% | −97,964−82.8% | Reduced |
| Buckingham Strategic Partners | 20,558 | $316.6K | 0.01% | +2,912+16.5% | Added |
| HAP Trading, LLC | 20,642 | $317.9K | 0.11% | +20,642 | New |
| Leonteq Securities AG | 20,900 | $321.9K | 0.03% | +10,900+109.0% | Added |
| Federated Hermes, Inc. | 21,000 | $323.4K | 0.00% | +21,000 | New |
| Prosperity Wealth Management, Inc. | 21,050 | $324.2K | 0.13% | −2,800−11.7% | Reduced |
| Carnegie Lake Advisors LLC | 21,100 | $325.0K | 0.13% | −4,450−17.4% | Reduced |
| Meeder Asset Management Inc | 21,115 | $325.2K | 0.02% | +21,115 | New |
| Atomi Financial Group, Inc. | 21,220 | $326.8K | 0.02% | −33,046−60.9% | Reduced |
| Yeomans Consulting Group, Inc. | 21,684 | $333.9K | 0.13% | +21,684 | New |
| Independent Wealth Network Inc. | 21,764 | $335.2K | 0.14% | −572−2.6% | Reduced |
| Comerica Bank | 21,841 | $336.4K | 0.00% | −4,687−17.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 21,935 | $337.8K | 0.02% | −11,100−33.6% | Reduced |
| Cary Street Partners Financial LLC | 21,977 | $338.4K | 0.01% | +21,977 | New |
| one8zero8, LLC | 22,050 | $339.6K | 0.07% | +22,050 | New |
| Harbor Investment Advisory, LLC | 22,300 | $343.4K | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 22,330 | $343.9K | 0.01% | +585+2.7% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,711 | $349.7K | 0.02% | −220,887−90.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,742 | $350.2K | 0.00% | +581+2.6% | Added |
| Probity Advisors, Inc. | 22,925 | $353.0K | 0.07% | −1,645−6.7% | Reduced |
| Concorde Asset Management, LLC | 23,090 | $355.6K | 0.19% | +6,245+37.1% | Added |
| Great Valley Advisor Group, Inc. | 23,380 | $360.3K | 0.01% | −51,892−68.9% | Reduced |
| Manchester Financial Inc | 23,406 | $360.5K | 0.08% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 23,504 | $362.0K | 0.00% | +23,504 | New |
| XTX Topco Ltd | 23,651 | $364.2K | 0.03% | +23,651 | New |
| M Holdings Securities, Inc. | 23,795 | $366.0K | 0.06% | +23,795 | New |
| Good Life Advisors, LLC | 23,913 | $368.3K | 0.03% | −2,878−10.7% | Reduced |
| The PNC Financial Services Group, Inc. | 24,013 | $369.8K | 0.00% | +1,740+7.8% | Added |
| Stratos Wealth Advisors, LLC | 24,184 | $372.4K | 0.02% | −8,426−25.8% | Reduced |
| Resources Investment Advisors, LLC. | 24,679 | $380.1K | 0.00% | +181+0.7% | Added |
| Carolinas Wealth Consulting LLC | 25,000 | $385.0K | 0.08% | −15,000−37.5% | Reduced |
| Evercore Wealth Management, LLC | 25,000 | $385.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,000 | $385.0K | 0.00% | +25,000 | New |
| Steward Partners Investment Advisory, LLC | 25,071 | $386.1K | 0.00% | −6,400−20.3% | Reduced |
| Coordinated Financial Services, Inc. | 25,100 | $386.5K | 0.30% | +25,100 | New |
| Blair William & Co | 25,230 | $388.5K | 0.00% | +7,730+44.2% | Added |
| Oak Thistle LLC | 25,725 | $396.2K | 0.12% | −9,962−27.9% | Reduced |
| MetLife Investment Management | 25,937 | $399.4K | 0.00% | +477+1.9% | Added |
| Davy Global Fund Management Ltd | 26,481 | $407.8K | 0.05% | +10,003+60.7% | Added |
| Newbridge Financial Services Group, Inc. | 26,727 | $411.6K | 0.11% | −20,243−43.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 26,813 | $412.9K | 0.00% | −21,868−44.9% | Reduced |
| Ieq Capital, LLC | 27,289 | $420.3K | 0.00% | −5,303−16.3% | Reduced |
| Founders Financial Securities LLC | 27,772 | $427.7K | 0.04% | −788−2.8% | Reduced |
| 111 Capital | 28,438 | $437.9K | 0.09% | +28,438 | New |
| Creekmur Asset Management LLC | 28,715 | $442.2K | 0.10% | +28,319+7,151.3% | Added |
| Trueblood Wealth Management, LLC | 28,824 | $443.9K | 0.22% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 28,892 | $444.9K | 0.05% | +2,400+9.1% | Added |
| Guerra Advisors Inc | 28,915 | $445.3K | 0.25% | +28,915 | New |
| Traynor Capital Management, Inc. | 29,242 | $450.3K | 0.03% | −1,346−4.4% | Reduced |
| Axq Capital, LP | 29,643 | $456.5K | 0.21% | +29,643 | New |
| National Bank of Canada | 29,678 | $457.0K | 0.00% | −43,284−59.3% | Reduced |
| TCG Advisory Services, LLC | 29,775 | $458.5K | 0.02% | −1,334−4.3% | Reduced |
| CIBC Asset Management Inc | 29,997 | $462.0K | 0.00% | +1,588+5.6% | Added |
| Connective Portfolio Management, LLC | 30,120 | $463.8K | 0.69% | +30,120 | New |
| Pallas Capital Advisors LLC | 30,201 | $465.1K | 0.02% | +16,084+113.9% | Added |
| Valeo Financial Advisors, LLC | 30,530 | $470.2K | 0.01% | +2,354+8.4% | Added |
| Hexagon Capital Partners LLC | 30,986 | $477.2K | 0.09% | −6,102−16.5% | Reduced |
| Moseley Investment Management Inc | 31,036 | $478.0K | 0.19% | −2,500−7.5% | Reduced |
| Merit Financial Group, LLC | 31,172 | $480.0K | 0.01% | +12,383+65.9% | Added |
| US Bancorp | 31,355 | $482.9K | 0.00% | −20−0.1% | Reduced |
| Empowered Funds, LLC | 31,495 | $485.0K | 0.01% | −9,782−23.7% | Reduced |
| Sciencast Management LP | 32,026 | $493.2K | 0.14% | +32,026 | New |
| Aldebaran Financial Inc. | 31,840 | $497.7K | 0.58% | −3,760−10.6% | Reduced |
| Everence Capital Management Inc | 32,360 | $498.0K | 0.03% | +32,360 | New |
| Steel Peak Wealth Management LLC | 33,059 | $509.1K | 0.02% | +13,594+69.8% | Added |
| Aptus Capital Advisors, LLC | 33,496 | $515.8K | 0.01% | −221,143−86.8% | Reduced |
| Archford Capital Strategies, LLC | 33,769 | $520.0K | 0.08% | +70+0.2% | Added |
| Winton Group Ltd | 34,753 | $535.2K | 0.04% | +34,753 | New |
| Cannon Global Investment Management, LLC | 35,000 | $539.0K | 1.33% | +35,000 | New |
| Brinker Capital Investments, LLC | 35,493 | $546.6K | 0.01% | +13,908+64.4% | Added |
| Orion Portfolio Solutions, LLC | 35,493 | $546.6K | 0.01% | +13,908+64.4% | Added |
| McGuire Investment Group, LLC | 35,950 | $553.6K | 0.08% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 36,355 | $559.9K | 0.11% | +2,735+8.1% | Added |
| EntryPoint Capital, LLC | 37,535 | $578.0K | 0.24% | −5,269−12.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,780 | $581.8K | 0.00% | +20,705+121.3% | Added |
| Gladstone Institutional Advisory LLC | 38,327 | $590.2K | 0.03% | −21,783−36.2% | Reduced |
| Captrust Financial Advisors | 38,453 | $592.2K | 0.00% | +8,814+29.7% | Added |
| Mandatum Life Insurance Co Ltd | 38,972 | $600.2K | 0.18% | +25,100+180.9% | Added |
| Level Four Advisory Services, LLC | 39,230 | $604.1K | 0.02% | +8,630+28.2% | Added |
| Cookson Peirce & Co Inc | 39,397 | $606.7K | 0.03% | +39,397 | New |
| Drive Wealth Management, LLC | 39,555 | $609.1K | 0.15% | +205+0.5% | Added |