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 |
|---|---|---|---|---|---|
| State Street Corp | 18,761,329 | $288.9M | 0.01% | +698,474+3.9% | Added |
| Two Sigma Advisers, LP | 19,479,200 | $300.0M | 0.69% | +19,479,200 | New |
| D. E. Shaw & Co., Inc. | 31,318,337 | $482.3M | 0.53% | +29,744,919+1,890.5% | Added |
| BlackRock, Inc. | 47,295,426 | $728.3M | 0.01% | +1,857,259+4.1% | Added |
| Vanguard Group Inc | 98,337,045 | $1.51B | 0.03% | +8,898,879+9.9% | Added |
| Silver Lake Group, L.L.C. | 0 | $0 | 0.00% | −31,154,165−100.0% | Sold out |
| Gpi Capital, L.P. | 0 | $0 | 0.00% | −3,749,760−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,750,733−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,479,584−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,057,698−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −449,135−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −429,000−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −411,393−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −409,506−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −294,975−100.0% | Sold out |
| Second Line Capital, LLC | 0 | $0 | 0.00% | −244,446−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −240,735−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −221,202−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −206,665−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −129,474−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −124,197−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −84,623−100.0% | Sold out |
| M. Kulyk & Associates, LLC | 0 | $0 | 0.00% | −74,901−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −70,374−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −54,015−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −52,312−100.0% | Sold out |
| Texas Capital Bank Wealth Management Services Inc | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −49,340−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −47,215−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −25,208−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −34,370−100.0% | Sold out |
| Dynamic Advisor Solutions LLC | 0 | $0 | 0.00% | −32,875−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −26,740−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −25,550−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −25,305−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −20,083−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −19,412−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −18,572−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −17,432−100.0% | Sold out |
| American Alpha Advisors, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Watts Gwilliam & Co., LLC | 0 | $0 | 0.00% | −15,247−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −15,788−100.0% | Sold out |
| Elkhorn Partners Limited Partnership | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −11,090−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,176−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −12,612−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −12,348−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −12,026−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −12,006−100.0% | Sold out |
| Cooper/Haims Advisors, LLC | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −11,870−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −11,584−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,368−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,843−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,255−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,188−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −10,068−100.0% | Sold out |
| Keebeck Wealth Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −10,351−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −5,797−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −4,947−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −3,412−100.0% | Sold out |
| Prosperity Financial Group, Inc. | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −2,706−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,122−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −1,194−100.0% | Sold out |
| Raelipskie Partnership | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Hilltop National Bank | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −346,673−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| LifePro Asset Management | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| VitalStone Financial, LLC | – | – | – | – | Not filed |
| Riverwood Capital Management Ltd. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Northwest Investment Counselors, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |