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 |
|---|---|---|---|---|---|
| Catalyst Funds Management Pty Ltd | 18,300 | $281.8K | 0.07% | +18,300 | New |
| Belpointe Asset Management LLC | 35,013 | $279.8K | 0.02% | −173−0.5% | Reduced |
| Aigen Investment Management, LP | 18,076 | $278.4K | 0.05% | +18,076 | New |
| Wiley Bros.-Aintree Capital, LLC | 18,713 | $277.7K | 0.00% | +536+2.9% | Added |
| Balboa Wealth Partners | 17,997 | $277.2K | 0.06% | +7,547+72.2% | Added |
| Keystone Financial Services, LLC | 17,856 | $275.0K | 0.25% | +17,856 | New |
| Calton & Associates, Inc. | 17,850 | $274.9K | 0.12% | −22,590−55.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 17,786 | $273.9K | 0.04% | +17,786 | New |
| Moore Capital Management, LP | 17,530 | $270.0K | 0.01% | +17,530 | New |
| Foundations Investment Advisors, LLC | 17,475 | $269.1K | 0.01% | +51+0.3% | Added |
| CTC Alternative Strategies, Ltd. | 17,212 | $265.1K | 0.34% | +17,212 | New |
| CIBC World Markets Inc. | 17,220 | $265.0K | 0.00% | +17,220 | New |
| Independent Advisor Alliance | 17,186 | $264.7K | 0.00% | −533−3.0% | Reduced |
| Kestra Private Wealth Services, LLC | 17,181 | $264.6K | 0.00% | −6,500−27.4% | Reduced |
| Bensler, LLC | 17,140 | $264.0K | 0.03% | −43−0.3% | Reduced |
| Diversify Wealth Management, LLC | 18,645 | $263.8K | 0.02% | −19,699−51.4% | Reduced |
| Two Sigma Securities, LLC | 17,031 | $262.3K | 0.05% | −66,541−79.6% | Reduced |
| CoreCap Advisors, LLC | 16,889 | $260.1K | 0.01% | +8,677+105.7% | Added |
| Wedmont Private Capital | 18,315 | $259.2K | 0.01% | +3,486+23.5% | Added |
| Newman Dignan & Sheerar, Inc. | 16,773 | $258.3K | 0.07% | −1,600−8.7% | Reduced |
| Meeder Advisory Services, Inc. | 16,549 | $254.9K | 0.02% | +5,697+52.5% | Added |
| Regal Investment Advisors LLC | 16,548 | $254.8K | 0.02% | +16,548 | New |
| Maven Securities LTD | 16,500 | $254.1K | 0.04% | +16,500 | New |
| Albion Financial Group | 16,415 | $252.8K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 16,406 | $252.7K | 0.03% | +1,443+9.6% | Added |
| Truefg, LLC | 16,300 | $251.0K | 0.08% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,202 | $249.5K | 0.03% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 15,820 | $243.6K | 0.02% | −300−1.9% | Reduced |
| Northwest Wealth Management, LLC | 15,599 | $240.2K | 0.05% | +293+1.9% | Added |
| Nomura Holdings Inc | 15,598 | $240.2K | 0.00% | +15,598 | New |
| Sherman Porfolios, LLC | 15,440 | $237.8K | 0.10% | +15,440 | New |
| Clay Northam Wealth Management, LLC | 15,336 | $236.2K | 0.15% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 15,230 | $234.5K | 0.04% | +15,230 | New |
| AE Wealth Management LLC | 15,001 | $231.0K | 0.00% | −2,439−14.0% | Reduced |
| Gotham Asset Management, LLC | 14,991 | $230.9K | 0.00% | 00.0% | Unchanged |
| Bravias Capital Group, LLC | 14,550 | $229.6K | 0.19% | +14,550 | New |
| Thoroughbred Financial Services, LLC | 14,820 | $228.0K | 0.01% | +14,820 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 14,500 | $226.6K | 0.09% | +1,900+15.1% | Added |
| Coldstream Capital Management Inc | 14,691 | $226.2K | 0.00% | +2,865+24.2% | Added |
| Swiss Life Asset Management Ltd | 14,692 | $225.9K | 0.00% | +14,692 | New |
| Avestar Capital, LLC | 14,582 | $224.6K | 0.02% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 14,500 | $223.3K | 0.02% | −500−3.3% | Reduced |
| HB Wealth Management, LLC | 14,325 | $220.6K | 0.00% | −11,102−43.7% | Reduced |
| Tucker Asset Management LLC | 14,310 | $220.4K | 0.02% | +12,967+965.5% | Added |
| Cutter & CO Brokerage, Inc. | 14,200 | $218.7K | 0.05% | +200+1.4% | Added |
| Wealthcare Advisory Partners LLC | 14,199 | $218.7K | 0.01% | −4,248−23.0% | Reduced |
| SLT Holdings LLC | 14,163 | $218.1K | 0.21% | +14,163 | New |
| Hilltop Holdings Inc. | 14,149 | $217.9K | 0.01% | +3,749+36.0% | Added |
| Burr Financial Services, LLC | 14,090 | $217.0K | 0.15% | +14,090 | New |
| Park Avenue Securities LLC | 13,996 | $216.0K | 0.00% | −786−5.3% | Reduced |
| Sava Infond d.o.o. | 14,000 | $215.6K | 0.04% | +14,000 | New |
| Global Financial Private Client, LLC | 13,896 | $214.0K | 0.08% | −35−0.3% | Reduced |
| Garden State Investment Advisory Services LLC | 13,825 | $212.9K | 0.07% | −1,675−10.8% | Reduced |
| Fullcircle Wealth LLC | 13,900 | $211.1K | 0.09% | −134−1.0% | Reduced |
| Worth Financial Advisory Group, LLC | 13,610 | $209.6K | 0.13% | −150−1.1% | Reduced |
| Old National Bancorp | 13,593 | $209.3K | 0.00% | +13,593 | New |
| Mayflower Financial Advisors, LLC | 13,565 | $208.9K | 0.03% | +13,565 | New |
| National Asset Management, Inc. | 13,544 | $208.6K | 0.01% | −2,473−15.4% | Reduced |
| Future Financial Wealth Managment LLC | 13,500 | $207.9K | 0.15% | −1,610−10.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,497 | $207.9K | 0.01% | +1,000+8.0% | Added |
| Capital Advisors Inc | 13,251 | $204.1K | 0.00% | +3,001+29.3% | Added |
| HSBC Holdings PLC | 13,005 | $204.0K | 0.00% | +13,005 | New |
| Keystone Financial Services | 13,165 | $202.7K | 0.08% | +543+4.3% | Added |
| Ballentine Partners, LLC | 13,151 | $202.5K | 0.00% | −31−0.2% | Reduced |
| Venturi Wealth Management, LLC | 13,011 | $200.4K | 0.01% | +11,606+826.0% | Added |
| SageView Advisory Group, LLC | 12,887 | $198.5K | 0.01% | +12,887 | New |
| Vident Advisory, LLC | 12,859 | $198.0K | 0.00% | −3,465−21.2% | Reduced |
| Key Client Fiduciary Advisors, LLC | 12,647 | $194.8K | 0.09% | +12,647 | New |
| Mayfair Advisory Group, LLC | 12,635 | $194.6K | 0.11% | +450+3.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 12,496 | $192.4K | 0.01% | +12,496 | New |
| Fermata Advisors, LLC | 12,485 | $192.3K | 0.04% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,436 | $191.5K | 0.00% | +1,496+13.7% | Added |
| Prostatis Group LLC | 12,261 | $188.8K | 0.06% | +61+0.5% | Added |
| Interchange Capital Partners, LLC | 12,246 | $188.6K | 0.07% | −1,636−11.8% | Reduced |
| Change Path, LLC | 12,181 | $187.6K | 0.01% | +180+1.5% | Added |
| O'Dell Group, LLC | 12,108 | $186.5K | 0.04% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 12,042 | $185.4K | 0.01% | +378+3.2% | Added |
| Rosenberg Matthew Hamilton | 12,026 | $185.2K | 0.05% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 11,812 | $181.9K | 0.06% | +11,812 | New |
| Prospect Financial Services LLC | 11,700 | $180.2K | 0.10% | +11,700 | New |
| Compass Capital Corp | 10,000 | $179.5K | 0.07% | +10,000 | New |
| Emergent Wealth Advisors, LLC | 11,580 | $178.3K | 0.13% | +11,580 | New |
| Geneos Wealth Management Inc. | 11,555 | $177.9K | 0.01% | −6,050−34.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $177.1K | 0.06% | +5,500+91.7% | Added |
| Axxcess Wealth Management, LLC | 11,254 | $173.3K | 0.00% | −5,225−31.7% | Reduced |
| Waterloo Capital, L.P. | 11,246 | $173.2K | 0.02% | +11,246 | New |
| Advisors Management Group Inc | 11,263 | $173.0K | 0.04% | +612+5.7% | Added |
| PKS Advisory Services, LLC | 11,195 | $172.4K | 0.05% | +11,195 | New |
| Centaurus Financial, Inc. | 11,201 | $172.0K | 0.01% | +11,201 | New |
| KMG Fiduciary Partners, LLC | 11,094 | $170.8K | 0.01% | +11,094 | New |
| KLCM Advisors, Inc. | 11,000 | $169.4K | 0.02% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 11,000 | $169.4K | 0.05% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 10,896 | $167.8K | 0.01% | −3,380−23.7% | Reduced |
| Panoramic Investment Advisors, LLC | 10,650 | $164.0K | 0.11% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 10,650 | $164.0K | 0.11% | +10,650 | New |
| Westwood Holdings Group Inc. | 10,646 | $163.9K | 0.00% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,578 | $163.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,565 | $162.7K | 0.01% | −325−3.0% | Reduced |
| Dash Acquisitions Inc. | 10,000 | $161.7K | 0.03% | +10,000 | New |
| Parr McKnight Wealth Management Group, LLC | 10,500 | $161.7K | 0.02% | +10,500 | New |