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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 10,398 | $160.1K | 0.02% | +10,398 | New |
| Quadcap Wealth Management, LLC | 10,337 | $159.2K | 0.02% | −1,261−10.9% | Reduced |
| Ring Mountain Capital, LLC | 10,329 | $159.1K | 0.11% | +10,329 | New |
| Hartline Investment Corp | 10,307 | $158.7K | 0.02% | +200+2.0% | Added |
| Wolff Wiese Magana LLC | 10,240 | $157.7K | 0.10% | −415−3.9% | Reduced |
| Waller Financial Planning Group, Inc | 10,227 | $157.5K | 0.04% | −100−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 10,165 | $156.5K | 0.01% | −1,883−15.6% | Reduced |
| Avion Wealth | 10,124 | $155.0K | 0.04% | +51+0.5% | Added |
| Platform Technology Partners | 10,033 | $154.5K | 0.05% | −1,122−10.1% | Reduced |
| Sunbelt Securities, Inc. | 9,750 | $152.4K | 0.01% | +8,723+849.4% | Added |
| TFC Financial Management | 9,718 | $149.7K | 0.02% | −50−0.5% | Reduced |
| Corebridge Financial, Inc. | 9,268 | $142.7K | 0.00% | −317−3.3% | Reduced |
| EverSource Wealth Advisors, LLC | 8,991 | $138.5K | 0.01% | −1,193−11.7% | Reduced |
| Principal Securities, Inc. | 8,587 | $132.2K | 0.00% | +400+4.9% | Added |
| TD Waterhouse Canada Inc. | 8,559 | $131.7K | 0.00% | −4,653−35.2% | Reduced |
| South State Corp. | 8,330 | $128.3K | 0.01% | −175−2.1% | Reduced |
| Game Plan Financial Advisors, LLC | 8,200 | $128.1K | 0.06% | +1,000+13.9% | Added |
| R Squared Ltd | 8,225 | $126.7K | 0.12% | +8,225 | New |
| Private Trust Co NA | 7,500 | $115.5K | 0.01% | +500+7.1% | Added |
| Transce3nd, LLC | 7,500 | $115.5K | 0.04% | +7,500 | New |
| Nemes Rush Group LLC | 7,438 | $114.5K | 0.01% | −1,456−16.4% | Reduced |
| Parallel Advisors, LLC | 7,334 | $113.0K | 0.00% | −237−3.1% | Reduced |
| Modus Advisors, LLC | 6,039 | $93.0K | 0.03% | −4,706−43.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 6,000 | $92.4K | 0.07% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,925 | $91.2K | 0.01% | +1,703+40.3% | Added |
| Chapin Davis, Inc. | 11,525 | $90.6K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,746 | $88.5K | 0.01% | +367+6.8% | Added |
| SOA Wealth Advisors, LLC. | 5,634 | $86.8K | 0.02% | +1,400+33.1% | Added |
| Ci Investments Inc. | 5,607 | $86.0K | 0.00% | −292−4.9% | Reduced |
| AdvisorNet Financial, Inc | 5,486 | $84.5K | 0.01% | +2,130+63.5% | Added |
| Asset Management One Co.,Ltd. | 5,234 | $83.6K | 0.00% | −2,111−28.7% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $81.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,059 | $77.9K | 0.00% | −692−12.0% | Reduced |
| Huntington National Bank | 4,929 | $75.9K | 0.00% | −3,927−44.3% | Reduced |
| PSI Advisors, LLC | 4,885 | $75.2K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4,439 | $68.4K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 4,400 | $67.8K | 0.00% | +1,100+33.3% | Added |
| WealthCollab, LLC | 4,000 | $61.6K | 0.04% | 00.0% | Unchanged |
| Caitlin John, LLC | 3,900 | $60.1K | 0.04% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3,608 | $55.6K | 0.02% | +57+1.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,469 | $53.4K | 0.00% | −613−15.0% | Reduced |
| Sandy Spring Bank | 3,411 | $52.5K | 0.00% | +20+0.6% | Added |
| Aventura Private Wealth, LLC | 3,329 | $51.3K | 0.03% | +3,329 | New |
| Westside Investment Management, Inc. | 3,300 | $50.8K | 0.01% | −200−5.7% | Reduced |
| GeoWealth Management, LLC | 3,286 | $50.6K | 0.00% | −352−9.7% | Reduced |
| Legacy Investment Solutions, LLC | 3,244 | $48.4K | 0.03% | +1,744+116.3% | Added |
| Legacy Wealth Managment, LLC | 3,244 | $48.4K | 0.03% | +1,744+116.3% | Added |
| Aster Capital Management (DIFC) Ltd | 3,133 | $48.2K | 0.02% | −4,557−59.3% | Reduced |
| Quarry LP | 3,096 | $47.7K | 0.01% | −3,529−53.3% | Reduced |
| NewSquare Capital LLC | 3,000 | $46.2K | 0.00% | −2,000−40.0% | Reduced |
| Bank of New Hampshire | 3,000 | $46.2K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 2,992 | $46.1K | 0.00% | +2,992 | New |
| Clearstead Advisors, LLC | 2,850 | $43.9K | 0.00% | −2,240−44.0% | Reduced |
| Cyrus J. Lawrence, LLC | 2,800 | $43.0K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 2,726 | $42.0K | 0.00% | +631+30.1% | Added |
| First Horizon Advisors, Inc. | 2,629 | $40.5K | 0.00% | −389−12.9% | Reduced |
| Farther Finance Advisors, LLC | 2,509 | $38.6K | 0.00% | +3+0.1% | Added |
| CNB Bank | 2,500 | $38.5K | 0.02% | −2,500−50.0% | Reduced |
| Sound Income Strategies, LLC | 2,500 | $38.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $38.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,475 | $38.1K | 0.01% | +2,475 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,178 | $33.5K | 0.00% | −348−13.8% | Reduced |
| FNY Investment Advisers, LLC | 2,167 | $33.0K | 0.02% | +2,167 | New |
| MPWM Advisory Solutions, LLC | 2,110 | $32.5K | 0.02% | +2,110 | New |
| Barrett & Company, Inc. | 2,000 | $30.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $30.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 2,000 | $30.8K | 0.00% | +2,000 | New |
| Quadrant Capital Group LLC | 1,966 | $30.3K | 0.00% | +42+2.2% | Added |
| TD Private Client Wealth LLC | 1,952 | $30.1K | 0.00% | +144+8.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 1,743 | $27.2K | 0.00% | +1,743 | New |
| Whittier Trust Co | 1,750 | $26.9K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,720 | $26.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,646 | $25.7K | 0.00% | +590+55.9% | Added |
| Capital Advisors, Ltd. LLC | 1,614 | $25.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,600 | $24.6K | 0.01% | +600+60.0% | Added |
| WR Wealth Planners, LLC | 1,554 | $23.9K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1,465 | $22.6K | 0.04% | +1,465 | New |
| Glen Eagle Advisors, LLC | 1,445 | $22.3K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,401 | $21.6K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,341 | $20.7K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,300 | $20.0K | 0.01% | −200−13.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,279 | $19.7K | 0.00% | +279+27.9% | Added |
| Covestor Ltd | 1,217 | $19.0K | 0.01% | +94+8.4% | Added |
| Central Trust Co | 1,220 | $18.8K | 0.00% | +1,220 | New |
| Larson Financial Group LLC | 1,195 | $18.4K | 0.00% | −3−0.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,157 | $17.8K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,135 | $17.5K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,090 | $16.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 917 | $16.1K | 0.00% | +917 | New |
| Parkside Financial Bank & Trust | 1,028 | $15.8K | 0.00% | +100+10.8% | Added |
| MRP Capital Investments, LLC | 1,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $15.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,000 | $15.4K | 0.00% | +1,000 | New |
| Financially Speaking Inc | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Comprehensive Financial Planning, Inc. | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Curio Wealth, LLC | 1,000 | $15.4K | 0.01% | +1,000 | New |
| Bell Investment Advisors, Inc | 966 | $14.9K | 0.00% | +33+3.5% | Added |
| HighMark Wealth Management LLC | 871 | $13.4K | 0.01% | +66+8.2% | Added |
| CarsonAllaria Wealth Management, Ltd. | 868 | $13.4K | 0.01% | +493+131.5% | Added |
| Brown, Lisle/Cummings, Inc. | 800 | $12.3K | 0.00% | 00.0% | Unchanged |