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 |
|---|---|---|---|---|---|
| Kodai Capital Management LP | 386,064 | $5.95M | 0.24% | −944,685−71.0% | Reduced |
| Clarity Capital Partners LLC | 410,280 | $6.32M | 3.27% | −31,764−7.2% | Reduced |
| Cresset Asset Management, LLC | 438,581 | $6.75M | 0.03% | −449,567−50.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 438,867 | $6.76M | 1.24% | −64,885−12.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 440,157 | $6.78M | 0.01% | +52,582+13.6% | Added |
| Mariner, LLC | 445,936 | $6.87M | 0.01% | −43,463−8.9% | Reduced |
| Verition Fund Management LLC | 447,916 | $6.90M | 0.03% | −328,124−42.3% | Reduced |
| Man Group plc | 448,460 | $6.91M | 0.02% | +448,460 | New |
| Treasurer of the State of North Carolina | 464,917 | $7.16M | 0.03% | +14,700+3.3% | Added |
| Janus Henderson Group PLC | 465,995 | $7.17M | 0.00% | −13,500−2.8% | Reduced |
| Zacks Investment Management | 477,206 | $7.35M | 0.07% | −1,974−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 477,385 | $7.35M | 0.01% | −157,076−24.8% | Reduced |
| Anderson Hoagland & Co | 445,977 | $7.36M | 0.76% | 00.0% | Unchanged |
| Ardmore Road Asset Management LP | 500,000 | $7.70M | 1.12% | −300,000−37.5% | Reduced |
| Cerity Partners LLC | 507,619 | $7.76M | 0.02% | −197,752−28.0% | Reduced |
| Soros Capital Management LLC | 515,500 | $7.94M | 1.24% | +515,500 | New |
| Cetera Investment Advisers | 520,044 | $8.01M | 0.02% | −282,252−35.2% | Reduced |
| Mark Asset Management LP | 520,513 | $8.02M | 1.24% | −497,334−48.9% | Reduced |
| L & S Advisors Inc | 522,312 | $8.04M | 0.88% | +522,312 | New |
| New York State Common Retirement Fund | 543,987 | $8.38M | 0.01% | −25,000−4.4% | Reduced |
| Simplex Trading, LLC | 558,783 | $8.61M | 0.24% | −698,996−55.6% | Reduced |
| Rockefeller Capital Management L.P. | 574,502 | $8.85M | 0.02% | −1,634,764−74.0% | Reduced |
| NFP Retirement, Inc. | 575,987 | $8.87M | 0.70% | −10.0% | Reduced |
| Diversify Advisory Services, LLC | 630,170 | $8.92M | 0.49% | −183,419−22.5% | Reduced |
| Quadrature Capital Ltd | 587,790 | $9.05M | 0.18% | −1,448,314−71.1% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 592,930 | $9.13M | 0.47% | +67,779+12.9% | Added |
| Trexquant Investment LP | 617,831 | $9.51M | 0.11% | +456,096+282.0% | Added |
| Berkshire Capital Holdings Inc | 620,810 | $9.56M | 3.45% | +620,800+6,208,000.0% | Added |
| AQR Capital Management LLC | 635,594 | $9.79M | 0.01% | +141,153+28.5% | Added |
| FORA Capital, LLC | 667,278 | $10.3M | 1.18% | +511,319+327.9% | Added |
| Parkside Investments, LLC | 670,960 | $10.3M | 1.55% | −81,050−10.8% | Reduced |
| Moors & Cabot, Inc. | 672,595 | $10.4M | 0.49% | −181,095−21.2% | Reduced |
| Longitude (Cayman) Ltd. | 690,000 | $10.6M | 12.18% | −586,500−45.9% | Reduced |
| HRT Financial LP | 695,634 | $10.7M | 0.06% | −1,568,255−69.3% | Reduced |
| Ameriprise Financial Inc | 696,799 | $10.7M | 0.00% | +27,367+4.1% | Added |
| Deutsche Bank AG | 717,143 | $11.0M | 0.00% | +662,923+1,222.7% | Added |
| Brighton Jones LLC | 719,288 | $11.1M | 0.32% | +14,281+2.0% | Added |
| JPMorgan Chase & Co | 745,856 | $11.5M | 0.00% | −6,726,519−90.0% | Reduced |
| TownSquare Capital, LLC | 765,397 | $11.8M | 0.13% | −163,049−17.6% | Reduced |
| Walleye Trading LLC | 822,673 | $12.7M | 0.25% | −563,204−40.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 840,102 | $12.9M | 0.03% | +24,247+3.0% | Added |
| Jump Financial, LLC | 857,715 | $13.2M | 0.28% | +834,878+3,655.8% | Added |
| State Board of Administration of Florida Retirement System | 872,409 | $13.4M | 0.03% | +265,870+43.8% | Added |
| Nordea Investment Management AB | 898,467 | $14.1M | 0.01% | +10,506+1.2% | Added |
| Bank of Nova Scotia | 936,332 | $14.4M | 0.03% | +936,332 | New |
| Raymond James Financial Inc | 940,168 | $14.5M | 0.01% | +940,168 | New |
| California State Teachers Retirement System | 950,857 | $14.6M | 0.02% | −1,661−0.2% | Reduced |
| FMR LLC | 997,015 | $15.4M | 0.00% | +904,383+976.3% | Added |
| Legal & General Group Plc | 1,030,270 | $15.9M | 0.00% | −1850.0% | Reduced |
| Rhumbline Advisers | 1,033,602 | $15.9M | 0.01% | +37,892+3.8% | Added |
| Group One Trading, L.P. | 1,080,895 | $16.6M | 0.57% | −1,195,501−52.5% | Reduced |
| Barclays PLC | 1,082,489 | $16.7M | 0.01% | +620,004+134.1% | Added |
| MML Investors Services, LLC | 1,208,060 | $18.6M | 0.06% | −281,872−18.9% | Reduced |
| Twin Tree Management, LP | 1,250,222 | $19.3M | 0.47% | +1,248,995+101,792.6% | Added |
| Alliancebernstein L.P. | 1,286,698 | $19.8M | 0.01% | +901,865+234.4% | Added |
| Invesco Ltd. | 1,408,801 | $21.7M | 0.00% | +645,994+84.7% | Added |
| State of Michigan Retirement System | 1,500,000 | $23.1M | 0.12% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 1,518,141 | $23.4M | 0.00% | +41,248+2.8% | Added |
| LPL Financial LLC | 1,603,340 | $24.7M | 0.01% | −22,451−1.4% | Reduced |
| California Public Employees Retirement System | 1,624,450 | $25.0M | 0.02% | +322,967+24.8% | Added |
| Aquatic Capital Management LLC | 1,737,323 | $26.8M | 0.72% | +1,737,323 | New |
| Millennium Management LLC | 1,862,361 | $28.7M | 0.02% | −5,279,217−73.9% | Reduced |
| Goldman Sachs Group Inc | 1,957,581 | $30.1M | 0.01% | +725,986+58.9% | Added |
| Swiss National Bank | 1,991,700 | $30.7M | 0.02% | +31,200+1.6% | Added |
| Tudor Investment Corp Et Al | 2,331,494 | $35.9M | 0.38% | +2,019,472+647.2% | Added |
| UBS Asset Management Americas Inc | 2,519,360 | $38.8M | 0.01% | +380,218+17.8% | Added |
| Amundi | 2,705,185 | $39.4M | 0.01% | +2,700,543+58,176.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 2,740,628 | $40.7M | 0.04% | +1,512,326+123.1% | Added |
| First Trust Advisors LP | 2,686,667 | $41.4M | 0.04% | +2,293,622+583.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 2,729,750 | $42.0M | 0.19% | −1,210,590−30.7% | Reduced |
| Mizuho Markets Americas LLC | 2,908,089 | $44.8M | 0.86% | −34,648−1.2% | Reduced |
| Bank of New York Mellon Corp | 3,223,370 | $49.6M | 0.01% | +8,218+0.3% | Added |
| Capital Fund Management S.A. | 3,341,683 | $51.5M | 0.51% | +2,503,196+298.5% | Added |
| Citigroup Inc | 3,366,060 | $51.8M | 0.05% | −426,082−11.2% | Reduced |
| Bank of Montreal | 3,550,996 | $54.7M | 0.03% | +395,976+12.6% | Added |
| Royal Bank of Canada | 3,563,124 | $54.9M | 0.01% | −631,549−15.1% | Reduced |
| Squarepoint Ops LLC | 3,598,555 | $55.4M | 0.14% | +2,300,359+177.2% | Added |
| Nuveen Asset Management, LLC | 4,084,871 | $62.9M | 0.02% | −56,803−1.4% | Reduced |
| Accel Growth Fund V Associates L.L.C. | 4,104,459 | $63.2M | 60.57% | 00.0% | Unchanged |
| Patient Capital Management, LLC | 4,251,680 | $65.5M | 3.02% | −1,544,007−26.6% | Reduced |
| Azora Capital LP | 4,419,345 | $68.1M | 3.06% | +71,277+1.6% | Added |
| Voloridge Investment Management, LLC | 4,879,142 | $75.1M | 0.27% | +4,879,142 | New |
| Citadel Advisors LLC | 5,503,971 | $84.8M | 0.08% | −473,522−7.9% | Reduced |
| Bank of America Corp | 5,977,470 | $92.1M | 0.01% | +268,108+4.7% | Added |
| Jane Street Group, LLC | 5,984,801 | $92.2M | 0.15% | +573,284+10.6% | Added |
| Northern Trust Corp | 6,052,301 | $93.2M | 0.01% | +1,121,550+22.7% | Added |
| Susquehanna International Group, LLP | 6,159,927 | $94.9M | 0.14% | +1,150,547+23.0% | Added |
| Charles Schwab Investment Management Inc | 6,313,617 | $97.2M | 0.02% | +167,780+2.7% | Added |
| Renaissance Technologies LLC | 6,642,700 | $102.3M | 0.15% | −4,748,200−41.7% | Reduced |
| Norges Bank | 6,732,360 | $103.7M | 0.01% | −5,212,012−43.6% | Reduced |
| Wells Fargo & Company | 7,158,613 | $110.2M | 0.03% | +1,824,588+34.2% | Added |
| BNP Paribas Arbitrage, SA | 7,300,372 | $112.4M | 0.09% | +7,300,372 | New |
| Nikko Asset Management Americas, Inc. | 7,732,843 | $119.0M | 1.29% | −2,304,203−23.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 7,732,843 | $119.1M | 0.08% | −2,313,418−23.0% | Reduced |
| ARK Investment Management LLCSuperinvestorARK Invest | 9,391,202 | $144.6M | 1.20% | −3,221,361−25.5% | Reduced |
| UBS Group AG | 12,538,992 | $193.1M | 0.04% | +9,034,657+257.8% | Added |
| Morgan Stanley | 13,552,166 | $208.7M | 0.01% | +1,619,565+13.6% | Added |
| Dimensional Fund Advisors LP | 14,310,766 | $220.4M | 0.05% | −10,405,846−42.1% | Reduced |
| Two Sigma Investments, LP | 15,866,755 | $244.3M | 0.56% | +12,943,428+442.8% | Added |
| Geode Capital Management, LLC | 17,934,983 | $276.3M | 0.02% | +315,899+1.8% | Added |