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 |
|---|---|---|---|---|---|
| Vontobel Holding Ltd. | 102,361 | $1.58M | 0.01% | −97,214−48.7% | Reduced |
| We Are One Seven, LLC | 102,195 | $1.57M | 0.06% | −2,686−2.6% | Reduced |
| Public Employees Retirement Association of Colorado | 102,103 | $1.57M | 0.01% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 102,007 | $1.57M | 0.19% | +9,103+9.8% | Added |
| Burney Co | 101,679 | $1.57M | 0.06% | −79,680−43.9% | Reduced |
| GatePass Capital, LLC | 101,000 | $1.56M | 1.70% | +101,000 | New |
| 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 |
| Engineers Gate Manager LP | 99,359 | $1.53M | 0.03% | −247,414−71.3% | Reduced |
| Truist Financial Corp | 98,970 | $1.52M | 0.00% | −40,173−28.9% | Reduced |
| Miracle Mile Advisors, LLC | 94,431 | $1.45M | 0.03% | +10,081+12.0% | Added |
| Penserra Capital Management LLC | 94,116 | $1.45M | 0.03% | +94,116 | New |
| Quantinno Capital Management LP | 93,749 | $1.44M | 0.01% | −123,323−56.8% | Reduced |
| Concurrent Investment Advisors, LLC | 92,981 | $1.43M | 0.04% | −11,222−10.8% | Reduced |
| Quantbot Technologies LP | 92,081 | $1.42M | 0.05% | +83,562+980.9% | Added |
| CMG Global Holdings, LLC | 78,946 | $1.39M | 0.77% | +78,946 | New |
| Virtu Financial LLC | 89,430 | $1.38M | 0.07% | −120,348−57.4% | Reduced |
| Rakuten Securities, Inc. | 88,967 | $1.37M | 0.54% | +88,967 | New |
| Wolverine Trading, LLC | 87,572 | $1.37M | 0.03% | −233,268−72.7% | Reduced |
| CI Private Wealth, LLC | 87,618 | $1.35M | 0.00% | −11,104−11.2% | Reduced |
| Stratos Wealth Partners, LTD. | 86,748 | $1.34M | 0.02% | −1,713−1.9% | Reduced |
| Integrated Wealth Concepts LLC | 86,488 | $1.33M | 0.02% | +52,021+150.9% | Added |
| Creative Planning | 82,293 | $1.27M | 0.00% | −69,737−45.9% | Reduced |
| Matisse Capital | 81,820 | $1.26M | 0.64% | −5,218−6.0% | Reduced |
| Baird Financial Group, Inc. | 80,837 | $1.24M | 0.00% | +7,976+10.9% | Added |
| CWM, LLC | 80,786 | $1.24M | 0.01% | −18,170−18.4% | Reduced |
| Spire Wealth Management | 79,376 | $1.22M | 0.04% | +5,594+7.6% | Added |
| Jaffetilchin Investment Partners, LLC | 78,320 | $1.21M | 0.09% | +21,297+37.3% | Added |
| Jefferies Financial Group Inc. | 75,569 | $1.16M | 0.01% | +75,569 | New |
| Highview Capital Management LLC | 74,782 | $1.15M | 0.44% | +74,782 | New |
| STRS Ohio | 74,773 | $1.15M | 0.00% | +74,773 | New |
| Avantax Advisory Services, Inc. | 74,756 | $1.15M | 0.01% | −18,943−20.2% | Reduced |
| Hanseatic Management Services Inc | 72,453 | $1.12M | 1.42% | +72,453 | New |
| Strategic Advocates LLC | 72,272 | $1.11M | 0.38% | −260.0% | Reduced |
| HighPoint Advisor Group LLC | 74,961 | $1.11M | 0.06% | +4,268+6.0% | Added |
| Xcel Wealth Management, LLC | 71,720 | $1.10M | 0.31% | −300−0.4% | Reduced |
| Harvest Fund Management Co., Ltd | 71,099 | $1.09M | 0.05% | +71,099 | New |
| Prospera Financial Services Inc | 70,975 | $1.09M | 0.03% | −24,988−26.0% | Reduced |
| Alta Wealth Advisors LLC | 70,719 | $1.09M | 0.48% | 00.0% | Unchanged |
| Kennedy Investment Group | 70,200 | $1.08M | 0.49% | −47,800−40.5% | Reduced |
| Lakeshore Financial Planning, Inc. | 69,715 | $1.07M | 0.46% | −23,098−24.9% | Reduced |
| Triumph Capital Management | 69,446 | $1.07M | 0.37% | −315,744−82.0% | Reduced |
| Harbour Investments, Inc. | 68,117 | $1.05M | 0.03% | +6,018+9.7% | Added |
| Y.D. More Investments Ltd | 67,039 | $1.03M | 0.09% | 00.0% | Unchanged |
| Hudock, Inc. | 66,914 | $1.03M | 0.18% | −1,458−2.1% | Reduced |
| Persistent Asset Partners Ltd | 64,600 | $1.02M | 0.87% | +64,600 | New |
| Solidarilty Wealth, LLC | 65,661 | $1.01M | 0.26% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 65,637 | $1.01M | 0.10% | −14,903−18.5% | Reduced |
| Avanza Fonder AB | 65,427 | $1.01M | 0.03% | +65,427 | New |
| Xponance, Inc. | 64,541 | $993.9K | 0.01% | +10,444+19.3% | Added |
| Laird Norton Trust Company, LLC | 64,495 | $993.2K | 0.14% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 63,741 | $981.6K | 0.20% | +63,741 | New |
| JustInvest LLC | 63,732 | $981.5K | 0.01% | +1,050+1.7% | Added |
| SEI Investments Co | 63,206 | $973.4K | 0.00% | +7,884+14.3% | Added |
| Brookstone Capital Management | 63,137 | $972.3K | 0.01% | +2,268+3.7% | Added |
| Tradition Wealth Management, LLC | 63,065 | $971.2K | 0.09% | +5,532+9.6% | Added |
| River Street Advisors LLC | 63,023 | $970.6K | 0.50% | +5,654+9.9% | Added |
| Stifel Financial Corp | 62,546 | $963.2K | 0.00% | −31,647−33.6% | Reduced |
| Arkadios Wealth Advisors | 62,312 | $959.6K | 0.05% | +1,781+2.9% | Added |
| Apollon Wealth Management, LLC | 62,014 | $955.0K | 0.02% | +62,014 | New |
| Danske Bank A/S | 61,296 | $944.0K | 0.00% | +47,196+334.7% | Added |
| Principal Financial Group Inc | 60,781 | $936.0K | 0.00% | −9,314−13.3% | Reduced |
| San Luis Wealth Advisors LLC | 60,334 | $919.0K | 0.17% | +89+0.1% | Added |
| Maryland State Retirement & Pension System | 58,902 | $907.1K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 60,534 | $880.8K | 0.00% | +685+1.1% | Added |
| Amalgamated Bank | 57,017 | $878.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 56,710 | $873.2K | 0.01% | −17,790−23.9% | Reduced |
| Sterling Capital Management LLC | 55,526 | $855.1K | 0.01% | +19,493+54.1% | Added |
| Parallax Volatility Advisers, L.P. | 55,028 | $847.4K | 0.02% | −227,760−80.5% | Reduced |
| Midwest Professional Planners, LTD. | 54,278 | $835.9K | 0.25% | +54,278 | New |
| Mangrove Partners | 54,106 | $833.2K | 0.10% | +54,106 | New |
| Total Wealth Planning & Management, Inc. | 53,319 | $821.1K | 0.81% | +53,319 | New |
| M&T Bank Corp | 52,912 | $814.7K | 0.00% | +7,330+16.1% | Added |
| Russell Investments Group, Ltd. | 52,564 | $809.5K | 0.00% | +2,774+5.6% | Added |
| Maridea Wealth Management LLC | 52,096 | $802.3K | 0.26% | +52,096 | New |
| Davenport & Co LLC | 52,085 | $802.1K | 0.00% | −2,023,036−97.5% | Reduced |
| Quantessence Capital LLC | 52,026 | $801.2K | 0.33% | +52,026 | New |
| Means Investment Co., Inc. | 51,052 | $786.2K | 0.08% | +168+0.3% | Added |
| Advisory Services Network, LLC | 50,825 | $782.7K | 0.01% | −9,451−15.7% | Reduced |
| Integrated Advisors Network LLC | 49,774 | $766.5K | 0.04% | −2,599−5.0% | Reduced |
| Global Retirement Partners, LLC | 49,586 | $763.6K | 0.02% | +2,984+6.4% | Added |
| Scientech Research LLC | 49,521 | $762.6K | 0.22% | −143,400−74.3% | Reduced |
| Hobbs Group Advisors, LLC | 49,000 | $754.6K | 0.28% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 48,497 | $746.8K | 0.25% | −1,632−3.3% | Reduced |
| PFG Investments, LLC | 47,625 | $733.4K | 0.05% | −5,420−10.2% | Reduced |
| Prudential Financial Inc | 52,474 | $725.2K | 0.00% | −18,139−25.7% | Reduced |
| Freestone Capital Holdings, LLC | 46,719 | $719.5K | 0.02% | −3,875−7.7% | Reduced |
| Lauer Wealth, LLC | 51,157 | $710.0K | 0.47% | −27,520−35.0% | Reduced |
| Neuberger Berman Group LLC | 44,902 | $691.5K | 0.00% | −573−1.3% | Reduced |
| Nwam LLC | 44,635 | $687.4K | 0.04% | +4,531+11.3% | Added |
| Fortis Advisors, LLC | 44,550 | $686.1K | 0.45% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 43,880 | $675.8K | 0.06% | −72,372−62.3% | Reduced |
| Equitable Holdings, Inc. | 43,589 | $671.3K | 0.01% | −23,635−35.2% | Reduced |
| Susquehanna Advisors Group, Inc. | 43,492 | $669.8K | 0.02% | +43,492 | New |
| Sigma Planning Corp | 43,402 | $668.4K | 0.02% | +473+1.1% | Added |
| Perigon Wealth Management, LLC | 40,307 | $657.0K | 0.02% | +2,047+5.4% | Added |
| Savant Capital, LLC | 42,392 | $652.8K | 0.01% | +1,614+4.0% | Added |
| Pinnacle Associates Ltd | 42,173 | $649.5K | 0.01% | +42,173 | New |
| RFG Advisory, LLC | 41,931 | $645.7K | 0.02% | +41,931 | New |
| Forum Financial Management, LP | 41,446 | $638.3K | 0.01% | +5,475+15.2% | Added |