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 |
|---|---|---|---|---|---|
| Burney Co | 101,679 | $1.57M | 0.06% | −79,680−43.9% | Reduced |
| Perennial Investment Advisors, LLC | 102,007 | $1.57M | 0.19% | +9,103+9.8% | Added |
| Public Employees Retirement Association of Colorado | 102,103 | $1.57M | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 102,195 | $1.57M | 0.06% | −2,686−2.6% | Reduced |
| Vontobel Holding Ltd. | 102,361 | $1.58M | 0.01% | −97,214−48.7% | Reduced |
| Allworth Financial LP | 90,256 | $1.59M | 0.01% | +75,069+494.3% | Added |
| Kercheville Advisors, LLC | 103,500 | $1.59M | 0.62% | +103,500 | New |
| IFP Advisors, Inc | 103,561 | $1.59M | 0.05% | −7,386−6.7% | Reduced |
| Marshall Wace, LLP | 105,947 | $1.63M | 0.00% | −8,287,366−98.7% | Reduced |
| D.A. Davidson & Co. | 109,008 | $1.68M | 0.01% | +21,344+24.3% | Added |
| Capital Advisors Wealth Management, LLC | 111,887 | $1.72M | 0.31% | +3,708+3.4% | Added |
| Options Solutions, LLC | 111,918 | $1.72M | 0.77% | +111,918 | New |
| Pegasus Asset Management, Inc. | 114,388 | $1.76M | 0.66% | +1,437+1.3% | Added |
| Well Done, LLC | 224,580 | $1.77M | 0.32% | 00.0% | Unchanged |
| Miller Financial Services LLC | 117,504 | $1.81M | 1.53% | +117,504 | New |
| PEAK6 LLC | 118,032 | $1.82M | 0.07% | +118,032 | New |
| Alliance Wealth Advisors, LLC | 122,388 | $1.88M | 0.49% | +508+0.4% | Added |
| Mfg Wealth Management, Inc. | 122,390 | $1.88M | 1.73% | +122,390 | New |
| Wealthfront Advisers LLC | 124,344 | $1.91M | 0.01% | +20,215+19.4% | Added |
| Jain Global LLC | 125,146 | $1.93M | 0.06% | +125,146 | New |
| Janney Montgomery Scott LLC | 125,744 | $1.94M | 0.01% | −9,319−6.9% | Reduced |
| Intellus Advisors LLC | 126,222 | $1.94M | 0.34% | +126,222 | New |
| Edgestream Partners, L.P. | 126,721 | $1.95M | 0.08% | −277,556−68.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 127,444 | $1.96M | 0.01% | +127,444 | New |
| LM Advisors LLC | 127,805 | $1.97M | 0.35% | −4,700−3.5% | Reduced |
| Envestnet Asset Management Inc | 129,394 | $1.99M | 0.00% | −69,507−34.9% | Reduced |
| Grange Capital, LLC | 129,835 | $2.00M | 2.10% | +129,835 | New |
| Voleon Capital Management LP | 131,853 | $2.03M | 0.15% | +131,853 | New |
| Centiva Capital, LP | 133,922 | $2.06M | 0.08% | −193,429−59.1% | Reduced |
| SG Americas Securities, LLC | 134,875 | $2.08M | 0.01% | +29,639+28.2% | Added |
| Consolidated Investment Group LLC | 138,000 | $2.13M | 0.30% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 141,385 | $2.18M | 0.36% | +298+0.2% | Added |
| Nisa Investment Advisors, LLC | 141,700 | $2.18M | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 147,458 | $2.27M | 0.00% | +13,088+9.7% | Added |
| Van Eck Associates Corp | 148,710 | $2.29M | 0.00% | −43,906−22.8% | Reduced |
| Kestra Advisory Services, LLC | 156,528 | $2.41M | 0.01% | +41,266+35.8% | Added |
| Warm Springs Advisors Inc. | 160,000 | $2.46M | 2.29% | +160,000 | New |
| Intech Investment Management LLC | 160,742 | $2.48M | 0.02% | +160,742 | New |
| GWM Advisors LLC | 164,000 | $2.53M | 0.02% | −75,094−31.4% | Reduced |
| Mercer Global Advisors Inc | 172,984 | $2.66M | 0.01% | +25,480+17.3% | Added |
| Beacon Pointe Advisors, LLC | 173,874 | $2.68M | 0.03% | +26,734+18.2% | Added |
| Utah Retirement Systems | 175,300 | $2.70M | 0.03% | +4,800+2.8% | Added |
| Exchange Traded Concepts, LLC | 175,685 | $2.71M | 0.06% | +175,685 | New |
| Teacher Retirement System of Texas | 181,839 | $2.80M | 0.01% | +181,839 | New |
| Voya Investment Management LLC | 182,479 | $2.81M | 0.00% | −6,279−3.3% | Reduced |
| Pathstone Holdings, LLC | 183,879 | $2.85M | 0.01% | −8,178−4.3% | Reduced |
| Toroso Investments, LLC | 185,677 | $2.86M | 0.02% | +139,510+302.2% | Added |
| Independent Financial Group, LLC | 188,620 | $2.90M | 0.10% | −67,439−26.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 190,239 | $2.93M | 0.00% | −161,067−45.8% | Reduced |
| Qube Research & Technologies Ltd | 190,449 | $2.93M | 0.00% | +190,449 | New |
| Prentice Capital Management, LP | 199,581 | $3.07M | 5.30% | −50,536−20.2% | Reduced |
| Firethorn Wealth Partners, LLC | 200,316 | $3.08M | 1.53% | −57,492−22.3% | Reduced |
| HighTower Advisors, LLC | 202,352 | $3.12M | 0.00% | +2,878+1.4% | Added |
| KLP Kapitalforvaltning AS | 205,000 | $3.16M | 0.01% | +205,000 | New |
| Reynders McVeigh Capital Management, LLC | 206,639 | $3.18M | 0.17% | +3,590+1.8% | Added |
| 1832 Asset Management L.P. | 207,300 | $3.19M | 0.01% | +207,300 | New |
| Capital Markets Trading UK LLP | 214,632 | $3.31M | 1.96% | +39,422+22.5% | Added |
| Jones Financial Companies LLLP | 217,061 | $3.34M | 0.00% | +36,842+20.4% | Added |
| Hel Ved Capital Management Ltd | 217,400 | $3.35M | 1.03% | +217,400 | New |
| Manufacturers Life Insurance Company, The | 219,718 | $3.38M | 0.00% | −48,238−18.0% | Reduced |
| Great West Life Assurance Co | 230,693 | $3.55M | 0.01% | −3,229−1.4% | Reduced |
| AXA S.A. | 231,954 | $3.57M | 0.01% | −34,677−13.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 290,992 | $3.58M | 0.12% | +57,571+24.7% | Added |
| SBI Securities Co., Ltd. | 240,445 | $3.70M | 0.11% | +240,445 | New |
| Belmont Capital, LLC | 242,350 | $3.73M | 0.61% | 00.0% | Unchanged |
| Cable Car Capital LLC | 250,000 | $3.85M | 0.29% | +250,000 | New |
| Handelsbanken Fonder AB | 252,100 | $3.88M | 0.01% | +25,500+11.3% | Added |
| IMC-Chicago, LLC | 255,706 | $3.94M | 0.11% | +21,624+9.2% | Added |
| Norris Financial Group, LLC | 259,352 | $3.99M | 1.88% | −51,041−16.4% | Reduced |
| Victory Capital Management Inc | 262,979 | $4.05M | 0.00% | +134,318+104.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,890 | $4.26M | 0.01% | +46,063+20.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 277,393 | $4.27M | 0.01% | +3,488+1.3% | Added |
| Summit Trail Advisors, LLC | 277,535 | $4.27M | 0.16% | −2,929−1.0% | Reduced |
| Private Advisor Group, LLC | 277,544 | $4.27M | 0.02% | −69,292−20.0% | Reduced |
| QRG Capital Management, Inc. | 280,791 | $4.32M | 0.04% | +24,713+9.7% | Added |
| EP Wealth Advisors, LLC | 286,461 | $4.41M | 0.04% | −89,304−23.8% | Reduced |
| American Century Companies Inc | 289,198 | $4.45M | 0.00% | +15,672+5.7% | Added |
| DnB Asset Management AS | 289,755 | $4.46M | 0.02% | −30,356−9.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 290,157 | $4.47M | 0.02% | −16,570−5.4% | Reduced |
| PDT Partners, LLC | 290,557 | $4.47M | 0.40% | −450,033−60.8% | Reduced |
| Arizona State Retirement System | 293,794 | $4.52M | 0.03% | +4,596+1.6% | Added |
| Nations Financial Group Inc, | 296,172 | $4.56M | 0.33% | +296,172 | New |
| AlphaStar Capital Management, LLC | 299,446 | $4.61M | 0.48% | −453,652−60.2% | Reduced |
| Brevan Howard Capital Management LP | 299,605 | $4.61M | 0.11% | −324,320−52.0% | Reduced |
| Atria Wealth Solutions, Inc. | 299,894 | $4.62M | 0.05% | −248,541−45.3% | Reduced |
| Colony Group, LLC | 301,511 | $4.64M | 0.01% | +31,551+11.7% | Added |
| Old Second National Bank of Aurora | 309,143 | $4.76M | 1.08% | −16,312−5.0% | Reduced |
| Algert Global LLC | 310,367 | $4.78M | 0.11% | +38,881+14.3% | Added |
| State of Wisconsin Investment Board | 325,733 | $5.02M | 0.01% | +135,647+71.4% | Added |
| EAM Global Investors LLC | 330,577 | $5.09M | 0.91% | +330,577 | New |
| CAPROCK Group, Inc. | 330,674 | $5.09M | 0.17% | −396,439−54.5% | Reduced |
| Entropy Technologies, LP | 333,426 | $5.13M | 0.53% | +222,826+201.5% | Added |
| CSS LLC | 338,213 | $5.21M | 0.31% | +334,213+8,355.3% | Added |
| Ensign Peak Advisors, Inc | 352,798 | $5.43M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 357,890 | $5.51M | 0.05% | −184,504−34.0% | Reduced |
| Public Employees Retirement System of Ohio | 363,209 | $5.59M | 0.02% | −11,002−2.9% | Reduced |
| Oppenheimer & Co Inc | 365,439 | $5.63M | 0.08% | +118,288+47.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 381,154 | $5.87M | 0.06% | +381,154 | New |
| Advisor Group Holdings, Inc. | 382,832 | $5.89M | 0.01% | −62,276−14.0% | Reduced |
| State of New Jersey Common Pension Fund D | 384,628 | $5.92M | 0.02% | 00.0% | Unchanged |