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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 440,157 | $6.78M | 0.01% | +52,582+13.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 438,867 | $6.76M | 1.24% | −64,885−12.9% | Reduced |
| Cresset Asset Management, LLC | 438,581 | $6.75M | 0.03% | −449,567−50.6% | Reduced |
| Clarity Capital Partners LLC | 410,280 | $6.32M | 3.27% | −31,764−7.2% | Reduced |
| Kodai Capital Management LP | 386,064 | $5.95M | 0.24% | −944,685−71.0% | Reduced |
| State of New Jersey Common Pension Fund D | 384,628 | $5.92M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 382,832 | $5.89M | 0.01% | −62,276−14.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 381,154 | $5.87M | 0.06% | +381,154 | New |
| Oppenheimer & Co Inc | 365,439 | $5.63M | 0.08% | +118,288+47.9% | Added |
| Public Employees Retirement System of Ohio | 363,209 | $5.59M | 0.02% | −11,002−2.9% | Reduced |
| Walleye Capital LLC | 357,890 | $5.51M | 0.05% | −184,504−34.0% | Reduced |
| Ensign Peak Advisors, Inc | 352,798 | $5.43M | 0.01% | 00.0% | Unchanged |
| CSS LLC | 338,213 | $5.21M | 0.31% | +334,213+8,355.3% | Added |
| Entropy Technologies, LP | 333,426 | $5.13M | 0.53% | +222,826+201.5% | Added |
| CAPROCK Group, Inc. | 330,674 | $5.09M | 0.17% | −396,439−54.5% | Reduced |
| EAM Global Investors LLC | 330,577 | $5.09M | 0.91% | +330,577 | New |
| State of Wisconsin Investment Board | 325,733 | $5.02M | 0.01% | +135,647+71.4% | Added |
| Algert Global LLC | 310,367 | $4.78M | 0.11% | +38,881+14.3% | Added |
| Old Second National Bank of Aurora | 309,143 | $4.76M | 1.08% | −16,312−5.0% | Reduced |
| Colony Group, LLC | 301,511 | $4.64M | 0.01% | +31,551+11.7% | Added |
| Atria Wealth Solutions, Inc. | 299,894 | $4.62M | 0.05% | −248,541−45.3% | Reduced |
| Brevan Howard Capital Management LP | 299,605 | $4.61M | 0.11% | −324,320−52.0% | Reduced |
| AlphaStar Capital Management, LLC | 299,446 | $4.61M | 0.48% | −453,652−60.2% | Reduced |
| Nations Financial Group Inc, | 296,172 | $4.56M | 0.33% | +296,172 | New |
| Arizona State Retirement System | 293,794 | $4.52M | 0.03% | +4,596+1.6% | Added |
| PDT Partners, LLC | 290,557 | $4.47M | 0.40% | −450,033−60.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 290,157 | $4.47M | 0.02% | −16,570−5.4% | Reduced |
| DnB Asset Management AS | 289,755 | $4.46M | 0.02% | −30,356−9.5% | Reduced |
| American Century Companies Inc | 289,198 | $4.45M | 0.00% | +15,672+5.7% | Added |
| EP Wealth Advisors, LLC | 286,461 | $4.41M | 0.04% | −89,304−23.8% | Reduced |
| QRG Capital Management, Inc. | 280,791 | $4.32M | 0.04% | +24,713+9.7% | Added |
| Private Advisor Group, LLC | 277,544 | $4.27M | 0.02% | −69,292−20.0% | Reduced |
| Summit Trail Advisors, LLC | 277,535 | $4.27M | 0.16% | −2,929−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 277,393 | $4.27M | 0.01% | +3,488+1.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,890 | $4.26M | 0.01% | +46,063+20.0% | Added |
| Victory Capital Management Inc | 262,979 | $4.05M | 0.00% | +134,318+104.4% | Added |
| Norris Financial Group, LLC | 259,352 | $3.99M | 1.88% | −51,041−16.4% | Reduced |
| IMC-Chicago, LLC | 255,706 | $3.94M | 0.11% | +21,624+9.2% | Added |
| Handelsbanken Fonder AB | 252,100 | $3.88M | 0.01% | +25,500+11.3% | Added |
| Cable Car Capital LLC | 250,000 | $3.85M | 0.29% | +250,000 | New |
| Belmont Capital, LLC | 242,350 | $3.73M | 0.61% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 240,445 | $3.70M | 0.11% | +240,445 | New |
| Vestmark Advisory Solutions, Inc. | 290,992 | $3.58M | 0.12% | +57,571+24.7% | Added |
| AXA S.A. | 231,954 | $3.57M | 0.01% | −34,677−13.0% | Reduced |
| Great West Life Assurance Co | 230,693 | $3.55M | 0.01% | −3,229−1.4% | Reduced |
| Manufacturers Life Insurance Company, The | 219,718 | $3.38M | 0.00% | −48,238−18.0% | Reduced |
| Hel Ved Capital Management Ltd | 217,400 | $3.35M | 1.03% | +217,400 | New |
| Jones Financial Companies LLLP | 217,061 | $3.34M | 0.00% | +36,842+20.4% | Added |
| Capital Markets Trading UK LLP | 214,632 | $3.31M | 1.96% | +39,422+22.5% | Added |
| 1832 Asset Management L.P. | 207,300 | $3.19M | 0.01% | +207,300 | New |
| Reynders McVeigh Capital Management, LLC | 206,639 | $3.18M | 0.17% | +3,590+1.8% | Added |
| KLP Kapitalforvaltning AS | 205,000 | $3.16M | 0.01% | +205,000 | New |
| HighTower Advisors, LLC | 202,352 | $3.12M | 0.00% | +2,878+1.4% | Added |
| Firethorn Wealth Partners, LLC | 200,316 | $3.08M | 1.53% | −57,492−22.3% | Reduced |
| Prentice Capital Management, LP | 199,581 | $3.07M | 5.30% | −50,536−20.2% | Reduced |
| Qube Research & Technologies Ltd | 190,449 | $2.93M | 0.00% | +190,449 | New |
| Northwestern Mutual Wealth Management Co | 190,239 | $2.93M | 0.00% | −161,067−45.8% | Reduced |
| Independent Financial Group, LLC | 188,620 | $2.90M | 0.10% | −67,439−26.3% | Reduced |
| Toroso Investments, LLC | 185,677 | $2.86M | 0.02% | +139,510+302.2% | Added |
| Pathstone Holdings, LLC | 183,879 | $2.85M | 0.01% | −8,178−4.3% | Reduced |
| Voya Investment Management LLC | 182,479 | $2.81M | 0.00% | −6,279−3.3% | Reduced |
| Teacher Retirement System of Texas | 181,839 | $2.80M | 0.01% | +181,839 | New |
| Exchange Traded Concepts, LLC | 175,685 | $2.71M | 0.06% | +175,685 | New |
| Utah Retirement Systems | 175,300 | $2.70M | 0.03% | +4,800+2.8% | Added |
| Beacon Pointe Advisors, LLC | 173,874 | $2.68M | 0.03% | +26,734+18.2% | Added |
| Mercer Global Advisors Inc | 172,984 | $2.66M | 0.01% | +25,480+17.3% | Added |
| GWM Advisors LLC | 164,000 | $2.53M | 0.02% | −75,094−31.4% | Reduced |
| Intech Investment Management LLC | 160,742 | $2.48M | 0.02% | +160,742 | New |
| Warm Springs Advisors Inc. | 160,000 | $2.46M | 2.29% | +160,000 | New |
| Kestra Advisory Services, LLC | 156,528 | $2.41M | 0.01% | +41,266+35.8% | Added |
| Van Eck Associates Corp | 148,710 | $2.29M | 0.00% | −43,906−22.8% | Reduced |
| Pictet Asset Management Holding SA | 147,458 | $2.27M | 0.00% | +13,088+9.7% | Added |
| Nisa Investment Advisors, LLC | 141,700 | $2.18M | 0.01% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 141,385 | $2.18M | 0.36% | +298+0.2% | Added |
| Consolidated Investment Group LLC | 138,000 | $2.13M | 0.30% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 134,875 | $2.08M | 0.01% | +29,639+28.2% | Added |
| Centiva Capital, LP | 133,922 | $2.06M | 0.08% | −193,429−59.1% | Reduced |
| Voleon Capital Management LP | 131,853 | $2.03M | 0.15% | +131,853 | New |
| Grange Capital, LLC | 129,835 | $2.00M | 2.10% | +129,835 | New |
| Envestnet Asset Management Inc | 129,394 | $1.99M | 0.00% | −69,507−34.9% | Reduced |
| LM Advisors LLC | 127,805 | $1.97M | 0.35% | −4,700−3.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 127,444 | $1.96M | 0.01% | +127,444 | New |
| Edgestream Partners, L.P. | 126,721 | $1.95M | 0.08% | −277,556−68.7% | Reduced |
| Intellus Advisors LLC | 126,222 | $1.94M | 0.34% | +126,222 | New |
| Janney Montgomery Scott LLC | 125,744 | $1.94M | 0.01% | −9,319−6.9% | Reduced |
| Jain Global LLC | 125,146 | $1.93M | 0.06% | +125,146 | New |
| Wealthfront Advisers LLC | 124,344 | $1.91M | 0.01% | +20,215+19.4% | Added |
| Mfg Wealth Management, Inc. | 122,390 | $1.88M | 1.73% | +122,390 | New |
| Alliance Wealth Advisors, LLC | 122,388 | $1.88M | 0.49% | +508+0.4% | Added |
| PEAK6 LLC | 118,032 | $1.82M | 0.07% | +118,032 | New |
| Miller Financial Services LLC | 117,504 | $1.81M | 1.53% | +117,504 | New |
| Well Done, LLC | 224,580 | $1.77M | 0.32% | 00.0% | Unchanged |
| Pegasus Asset Management, Inc. | 114,388 | $1.76M | 0.66% | +1,437+1.3% | Added |
| Options Solutions, LLC | 111,918 | $1.72M | 0.77% | +111,918 | New |
| Capital Advisors Wealth Management, LLC | 111,887 | $1.72M | 0.31% | +3,708+3.4% | Added |
| D.A. Davidson & Co. | 109,008 | $1.68M | 0.01% | +21,344+24.3% | Added |
| Marshall Wace, LLP | 105,947 | $1.63M | 0.00% | −8,287,366−98.7% | Reduced |
| IFP Advisors, Inc | 103,561 | $1.59M | 0.05% | −7,386−6.7% | Reduced |
| Kercheville Advisors, LLC | 103,500 | $1.59M | 0.62% | +103,500 | New |
| Allworth Financial LP | 90,256 | $1.59M | 0.01% | +75,069+494.3% | Added |