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 |
|---|---|---|---|---|---|
| KBC Group NV | 40,715 | $627.0K | 0.00% | +13,683+50.6% | Added |
| Umb Bank N A | 40,644 | $625.9K | 0.01% | +9,407+30.1% | Added |
| Sanctuary Advisors, LLC | 37,634 | $618.7K | 0.00% | −2,347−5.9% | Reduced |
| Hourglass Capital, LLC | 40,000 | $616.0K | 0.17% | −25,000−38.5% | Reduced |
| Allianz Asset Management GmbH | 39,600 | $609.8K | 0.00% | −44,900−53.1% | Reduced |
| Drive Wealth Management, LLC | 39,555 | $609.1K | 0.15% | +205+0.5% | Added |
| Cookson Peirce & Co Inc | 39,397 | $606.7K | 0.03% | +39,397 | New |
| Level Four Advisory Services, LLC | 39,230 | $604.1K | 0.02% | +8,630+28.2% | Added |
| Mandatum Life Insurance Co Ltd | 38,972 | $600.2K | 0.18% | +25,100+180.9% | Added |
| Captrust Financial Advisors | 38,453 | $592.2K | 0.00% | +8,814+29.7% | Added |
| Gladstone Institutional Advisory LLC | 38,327 | $590.2K | 0.03% | −21,783−36.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 37,780 | $581.8K | 0.00% | +20,705+121.3% | Added |
| EntryPoint Capital, LLC | 37,535 | $578.0K | 0.24% | −5,269−12.3% | Reduced |
| Walkner Condon Financial Advisors LLC | 36,355 | $559.9K | 0.11% | +2,735+8.1% | Added |
| McGuire Investment Group, LLC | 35,950 | $553.6K | 0.08% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 35,493 | $546.6K | 0.01% | +13,908+64.4% | Added |
| Orion Portfolio Solutions, LLC | 35,493 | $546.6K | 0.01% | +13,908+64.4% | Added |
| Cannon Global Investment Management, LLC | 35,000 | $539.0K | 1.33% | +35,000 | New |
| Winton Group Ltd | 34,753 | $535.2K | 0.04% | +34,753 | New |
| Archford Capital Strategies, LLC | 33,769 | $520.0K | 0.08% | +70+0.2% | Added |
| Aptus Capital Advisors, LLC | 33,496 | $515.8K | 0.01% | −221,143−86.8% | Reduced |
| Steel Peak Wealth Management LLC | 33,059 | $509.1K | 0.02% | +13,594+69.8% | Added |
| Everence Capital Management Inc | 32,360 | $498.0K | 0.03% | +32,360 | New |
| Aldebaran Financial Inc. | 31,840 | $497.7K | 0.58% | −3,760−10.6% | Reduced |
| Sciencast Management LP | 32,026 | $493.2K | 0.14% | +32,026 | New |
| Empowered Funds, LLC | 31,495 | $485.0K | 0.01% | −9,782−23.7% | Reduced |
| US Bancorp | 31,355 | $482.9K | 0.00% | −20−0.1% | Reduced |
| Merit Financial Group, LLC | 31,172 | $480.0K | 0.01% | +12,383+65.9% | Added |
| Moseley Investment Management Inc | 31,036 | $478.0K | 0.19% | −2,500−7.5% | Reduced |
| Hexagon Capital Partners LLC | 30,986 | $477.2K | 0.09% | −6,102−16.5% | Reduced |
| Valeo Financial Advisors, LLC | 30,530 | $470.2K | 0.01% | +2,354+8.4% | Added |
| Pallas Capital Advisors LLC | 30,201 | $465.1K | 0.02% | +16,084+113.9% | Added |
| Connective Portfolio Management, LLC | 30,120 | $463.8K | 0.69% | +30,120 | New |
| CIBC Asset Management Inc | 29,997 | $462.0K | 0.00% | +1,588+5.6% | Added |
| TCG Advisory Services, LLC | 29,775 | $458.5K | 0.02% | −1,334−4.3% | Reduced |
| National Bank of Canada | 29,678 | $457.0K | 0.00% | −43,284−59.3% | Reduced |
| Axq Capital, LP | 29,643 | $456.5K | 0.21% | +29,643 | New |
| Traynor Capital Management, Inc. | 29,242 | $450.3K | 0.03% | −1,346−4.4% | Reduced |
| Guerra Advisors Inc | 28,915 | $445.3K | 0.25% | +28,915 | New |
| SeaCrest Wealth Management, LLC | 28,892 | $444.9K | 0.05% | +2,400+9.1% | Added |
| Trueblood Wealth Management, LLC | 28,824 | $443.9K | 0.22% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 28,715 | $442.2K | 0.10% | +28,319+7,151.3% | Added |
| 111 Capital | 28,438 | $437.9K | 0.09% | +28,438 | New |
| Founders Financial Securities LLC | 27,772 | $427.7K | 0.04% | −788−2.8% | Reduced |
| Ieq Capital, LLC | 27,289 | $420.3K | 0.00% | −5,303−16.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 26,813 | $412.9K | 0.00% | −21,868−44.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 26,727 | $411.6K | 0.11% | −20,243−43.1% | Reduced |
| Davy Global Fund Management Ltd | 26,481 | $407.8K | 0.05% | +10,003+60.7% | Added |
| MetLife Investment Management | 25,937 | $399.4K | 0.00% | +477+1.9% | Added |
| Oak Thistle LLC | 25,725 | $396.2K | 0.12% | −9,962−27.9% | Reduced |
| Blair William & Co | 25,230 | $388.5K | 0.00% | +7,730+44.2% | Added |
| Coordinated Financial Services, Inc. | 25,100 | $386.5K | 0.30% | +25,100 | New |
| Steward Partners Investment Advisory, LLC | 25,071 | $386.1K | 0.00% | −6,400−20.3% | Reduced |
| Carolinas Wealth Consulting LLC | 25,000 | $385.0K | 0.08% | −15,000−37.5% | Reduced |
| Evercore Wealth Management, LLC | 25,000 | $385.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 25,000 | $385.0K | 0.00% | +25,000 | New |
| Resources Investment Advisors, LLC. | 24,679 | $380.1K | 0.00% | +181+0.7% | Added |
| Stratos Wealth Advisors, LLC | 24,184 | $372.4K | 0.02% | −8,426−25.8% | Reduced |
| The PNC Financial Services Group, Inc. | 24,013 | $369.8K | 0.00% | +1,740+7.8% | Added |
| Good Life Advisors, LLC | 23,913 | $368.3K | 0.03% | −2,878−10.7% | Reduced |
| M Holdings Securities, Inc. | 23,795 | $366.0K | 0.06% | +23,795 | New |
| XTX Topco Ltd | 23,651 | $364.2K | 0.03% | +23,651 | New |
| Capstone Investment Advisors, LLC | 23,504 | $362.0K | 0.00% | +23,504 | New |
| Manchester Financial Inc | 23,406 | $360.5K | 0.08% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 23,380 | $360.3K | 0.01% | −51,892−68.9% | Reduced |
| Concorde Asset Management, LLC | 23,090 | $355.6K | 0.19% | +6,245+37.1% | Added |
| Probity Advisors, Inc. | 22,925 | $353.0K | 0.07% | −1,645−6.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 22,742 | $350.2K | 0.00% | +581+2.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 22,711 | $349.7K | 0.02% | −220,887−90.7% | Reduced |
| Pensionmark Financial Group, LLC | 22,330 | $343.9K | 0.01% | +585+2.7% | Added |
| Harbor Investment Advisory, LLC | 22,300 | $343.4K | 0.03% | 00.0% | Unchanged |
| one8zero8, LLC | 22,050 | $339.6K | 0.07% | +22,050 | New |
| Cary Street Partners Financial LLC | 21,977 | $338.4K | 0.01% | +21,977 | New |
| Pine Valley Investments Ltd Liability Co | 21,935 | $337.8K | 0.02% | −11,100−33.6% | Reduced |
| Comerica Bank | 21,841 | $336.4K | 0.00% | −4,687−17.7% | Reduced |
| Independent Wealth Network Inc. | 21,764 | $335.2K | 0.14% | −572−2.6% | Reduced |
| Yeomans Consulting Group, Inc. | 21,684 | $333.9K | 0.13% | +21,684 | New |
| Atomi Financial Group, Inc. | 21,220 | $326.8K | 0.02% | −33,046−60.9% | Reduced |
| Meeder Asset Management Inc | 21,115 | $325.2K | 0.02% | +21,115 | New |
| Carnegie Lake Advisors LLC | 21,100 | $325.0K | 0.13% | −4,450−17.4% | Reduced |
| Prosperity Wealth Management, Inc. | 21,050 | $324.2K | 0.13% | −2,800−11.7% | Reduced |
| Federated Hermes, Inc. | 21,000 | $323.4K | 0.00% | +21,000 | New |
| Leonteq Securities AG | 20,900 | $321.9K | 0.03% | +10,900+109.0% | Added |
| HAP Trading, LLC | 20,642 | $317.9K | 0.11% | +20,642 | New |
| Buckingham Strategic Partners | 20,558 | $316.6K | 0.01% | +2,912+16.5% | Added |
| Qsemble Capital Management, LP | 20,315 | $312.9K | 0.04% | −97,964−82.8% | Reduced |
| Signaturefd, LLC | 20,230 | $311.5K | 0.01% | −9,584−32.1% | Reduced |
| RSM US Wealth Management LLC | 19,853 | $309.6K | 0.00% | +2,696+15.7% | Added |
| Marshall Financial Group LLC | 20,060 | $308.9K | 0.07% | −483−2.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 19,900 | $306.5K | 0.01% | +9,900+99.0% | Added |
| Wealthspan Partners, LLC | 19,761 | $304.3K | 0.15% | +2,645+15.5% | Added |
| Tower Research Capital LLC (TRC) | 19,643 | $302.5K | 0.01% | +11,212+133.0% | Added |
| Lazard Asset Management LLC | 19,649 | $301.0K | 0.00% | +9,539+94.4% | Added |
| Verus Capital Partners, LLC | 19,380 | $298.5K | 0.03% | +362+1.9% | Added |
| Axim Planning & Wealth | 19,312 | $297.4K | 0.32% | −13,606−41.3% | Reduced |
| DRW Securities, LLC | 19,080 | $293.8K | 0.02% | +19,080 | New |
| Mainstay Capital Management LLC | 18,753 | $288.8K | 0.04% | −141−0.7% | Reduced |
| Mirador Capital Partners LP | 18,601 | $286.5K | 0.05% | +18,601 | New |
| Pointe Capital Management LLC | 18,490 | $284.7K | 0.16% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 18,438 | $283.9K | 0.09% | +18,438 | New |