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 |
|---|---|---|---|---|---|
| Allianz Asset Management GmbH | 39,600 | $609.8K | 0.00% | −44,900−53.1% | Reduced |
| Hourglass Capital, LLC | 40,000 | $616.0K | 0.17% | −25,000−38.5% | Reduced |
| Sanctuary Advisors, LLC | 37,634 | $618.7K | 0.00% | −2,347−5.9% | Reduced |
| Umb Bank N A | 40,644 | $625.9K | 0.01% | +9,407+30.1% | Added |
| KBC Group NV | 40,715 | $627.0K | 0.00% | +13,683+50.6% | Added |
| Forum Financial Management, LP | 41,446 | $638.3K | 0.01% | +5,475+15.2% | Added |
| RFG Advisory, LLC | 41,931 | $645.7K | 0.02% | +41,931 | New |
| Pinnacle Associates Ltd | 42,173 | $649.5K | 0.01% | +42,173 | New |
| Savant Capital, LLC | 42,392 | $652.8K | 0.01% | +1,614+4.0% | Added |
| Perigon Wealth Management, LLC | 40,307 | $657.0K | 0.02% | +2,047+5.4% | Added |
| Sigma Planning Corp | 43,402 | $668.4K | 0.02% | +473+1.1% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $669.8K | 0.02% | +43,492 | New |
| Equitable Holdings, Inc. | 43,589 | $671.3K | 0.01% | −23,635−35.2% | Reduced |
| Soltis Investment Advisors LLC | 43,880 | $675.8K | 0.06% | −72,372−62.3% | Reduced |
| Fortis Advisors, LLC | 44,550 | $686.1K | 0.45% | 00.0% | Unchanged |
| Nwam LLC | 44,635 | $687.4K | 0.04% | +4,531+11.3% | Added |
| Neuberger Berman Group LLC | 44,902 | $691.5K | 0.00% | −573−1.3% | Reduced |
| Lauer Wealth, LLC | 51,157 | $710.0K | 0.47% | −27,520−35.0% | Reduced |
| Freestone Capital Holdings, LLC | 46,719 | $719.5K | 0.02% | −3,875−7.7% | Reduced |
| Prudential Financial Inc | 52,474 | $725.2K | 0.00% | −18,139−25.7% | Reduced |
| PFG Investments, LLC | 47,625 | $733.4K | 0.05% | −5,420−10.2% | Reduced |
| Pathway Financial Advisers, LLC | 48,497 | $746.8K | 0.25% | −1,632−3.3% | Reduced |
| Hobbs Group Advisors, LLC | 49,000 | $754.6K | 0.28% | 00.0% | Unchanged |
| Scientech Research LLC | 49,521 | $762.6K | 0.22% | −143,400−74.3% | Reduced |
| Global Retirement Partners, LLC | 49,586 | $763.6K | 0.02% | +2,984+6.4% | Added |
| Integrated Advisors Network LLC | 49,774 | $766.5K | 0.04% | −2,599−5.0% | Reduced |
| Advisory Services Network, LLC | 50,825 | $782.7K | 0.01% | −9,451−15.7% | Reduced |
| Means Investment Co., Inc. | 51,052 | $786.2K | 0.08% | +168+0.3% | Added |
| Quantessence Capital LLC | 52,026 | $801.2K | 0.33% | +52,026 | New |
| Davenport & Co LLC | 52,085 | $802.1K | 0.00% | −2,023,036−97.5% | Reduced |
| Maridea Wealth Management LLC | 52,096 | $802.3K | 0.26% | +52,096 | New |
| Russell Investments Group, Ltd. | 52,564 | $809.5K | 0.00% | +2,774+5.6% | Added |
| M&T Bank Corp | 52,912 | $814.7K | 0.00% | +7,330+16.1% | Added |
| Total Wealth Planning & Management, Inc. | 53,319 | $821.1K | 0.81% | +53,319 | New |
| Mangrove Partners | 54,106 | $833.2K | 0.10% | +54,106 | New |
| Midwest Professional Planners, LTD. | 54,278 | $835.9K | 0.25% | +54,278 | New |
| Parallax Volatility Advisers, L.P. | 55,028 | $847.4K | 0.02% | −227,760−80.5% | Reduced |
| Sterling Capital Management LLC | 55,526 | $855.1K | 0.01% | +19,493+54.1% | Added |
| Benjamin Edwards Inc | 56,710 | $873.2K | 0.01% | −17,790−23.9% | Reduced |
| Amalgamated Bank | 57,017 | $878.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 60,534 | $880.8K | 0.00% | +685+1.1% | Added |
| Maryland State Retirement & Pension System | 58,902 | $907.1K | 0.02% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 60,334 | $919.0K | 0.17% | +89+0.1% | Added |
| Principal Financial Group Inc | 60,781 | $936.0K | 0.00% | −9,314−13.3% | Reduced |
| Danske Bank A/S | 61,296 | $944.0K | 0.00% | +47,196+334.7% | Added |
| Apollon Wealth Management, LLC | 62,014 | $955.0K | 0.02% | +62,014 | New |
| Arkadios Wealth Advisors | 62,312 | $959.6K | 0.05% | +1,781+2.9% | Added |
| Stifel Financial Corp | 62,546 | $963.2K | 0.00% | −31,647−33.6% | Reduced |
| River Street Advisors LLC | 63,023 | $970.6K | 0.50% | +5,654+9.9% | Added |
| Tradition Wealth Management, LLC | 63,065 | $971.2K | 0.09% | +5,532+9.6% | Added |
| Brookstone Capital Management | 63,137 | $972.3K | 0.01% | +2,268+3.7% | Added |
| SEI Investments Co | 63,206 | $973.4K | 0.00% | +7,884+14.3% | Added |
| JustInvest LLC | 63,732 | $981.5K | 0.01% | +1,050+1.7% | Added |
| Virtue Capital Management, LLC | 63,741 | $981.6K | 0.20% | +63,741 | New |
| Laird Norton Trust Company, LLC | 64,495 | $993.2K | 0.14% | 00.0% | Unchanged |
| Xponance, Inc. | 64,541 | $993.9K | 0.01% | +10,444+19.3% | Added |
| Avanza Fonder AB | 65,427 | $1.01M | 0.03% | +65,427 | New |
| Kovack Advisors, Inc. | 65,637 | $1.01M | 0.10% | −14,903−18.5% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $1.01M | 0.26% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 64,600 | $1.02M | 0.87% | +64,600 | New |
| Hudock, Inc. | 66,914 | $1.03M | 0.18% | −1,458−2.1% | Reduced |
| Y.D. More Investments Ltd | 67,039 | $1.03M | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 68,117 | $1.05M | 0.03% | +6,018+9.7% | Added |
| Triumph Capital Management | 69,446 | $1.07M | 0.37% | −315,744−82.0% | Reduced |
| Lakeshore Financial Planning, Inc. | 69,715 | $1.07M | 0.46% | −23,098−24.9% | Reduced |
| Kennedy Investment Group | 70,200 | $1.08M | 0.49% | −47,800−40.5% | Reduced |
| Alta Wealth Advisors LLC | 70,719 | $1.09M | 0.48% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 70,975 | $1.09M | 0.03% | −24,988−26.0% | Reduced |
| Harvest Fund Management Co., Ltd | 71,099 | $1.09M | 0.05% | +71,099 | New |
| Xcel Wealth Management, LLC | 71,720 | $1.10M | 0.31% | −300−0.4% | Reduced |
| HighPoint Advisor Group LLC | 74,961 | $1.11M | 0.06% | +4,268+6.0% | Added |
| Strategic Advocates LLC | 72,272 | $1.11M | 0.38% | −260.0% | Reduced |
| Hanseatic Management Services Inc | 72,453 | $1.12M | 1.42% | +72,453 | New |
| Avantax Advisory Services, Inc. | 74,756 | $1.15M | 0.01% | −18,943−20.2% | Reduced |
| STRS Ohio | 74,773 | $1.15M | 0.00% | +74,773 | New |
| Highview Capital Management LLC | 74,782 | $1.15M | 0.44% | +74,782 | New |
| Jefferies Financial Group Inc. | 75,569 | $1.16M | 0.01% | +75,569 | New |
| Jaffetilchin Investment Partners, LLC | 78,320 | $1.21M | 0.09% | +21,297+37.3% | Added |
| Spire Wealth Management | 79,376 | $1.22M | 0.04% | +5,594+7.6% | Added |
| CWM, LLC | 80,786 | $1.24M | 0.01% | −18,170−18.4% | Reduced |
| Baird Financial Group, Inc. | 80,837 | $1.24M | 0.00% | +7,976+10.9% | Added |
| Matisse Capital | 81,820 | $1.26M | 0.64% | −5,218−6.0% | Reduced |
| Creative Planning | 82,293 | $1.27M | 0.00% | −69,737−45.9% | Reduced |
| Integrated Wealth Concepts LLC | 86,488 | $1.33M | 0.02% | +52,021+150.9% | Added |
| Stratos Wealth Partners, LTD. | 86,748 | $1.34M | 0.02% | −1,713−1.9% | Reduced |
| CI Private Wealth, LLC | 87,618 | $1.35M | 0.00% | −11,104−11.2% | Reduced |
| Wolverine Trading, LLC | 87,572 | $1.37M | 0.03% | −233,268−72.7% | Reduced |
| Rakuten Securities, Inc. | 88,967 | $1.37M | 0.54% | +88,967 | New |
| Virtu Financial LLC | 89,430 | $1.38M | 0.07% | −120,348−57.4% | Reduced |
| CMG Global Holdings, LLC | 78,946 | $1.39M | 0.77% | +78,946 | New |
| Quantbot Technologies LP | 92,081 | $1.42M | 0.05% | +83,562+980.9% | Added |
| Concurrent Investment Advisors, LLC | 92,981 | $1.43M | 0.04% | −11,222−10.8% | Reduced |
| Quantinno Capital Management LP | 93,749 | $1.44M | 0.01% | −123,323−56.8% | Reduced |
| Penserra Capital Management LLC | 94,116 | $1.45M | 0.03% | +94,116 | New |
| Miracle Mile Advisors, LLC | 94,431 | $1.45M | 0.03% | +10,081+12.0% | Added |
| Truist Financial Corp | 98,970 | $1.52M | 0.00% | −40,173−28.9% | Reduced |
| Engineers Gate Manager LP | 99,359 | $1.53M | 0.03% | −247,414−71.3% | Reduced |
| HBK Investments L P | 100,000 | $1.54M | 0.03% | +100,000 | New |
| SPX Equities Gestao de Recursos Ltda | 100,000 | $1.54M | 0.23% | +100,000 | New |
| GatePass Capital, LLC | 101,000 | $1.56M | 1.70% | +101,000 | New |