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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, Q1 2025

Institutional positions in SoFi Technologies, Inc. as of Mar 31, 2025. 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
716
+23 vs. Q4 2024
Shares held
521.2M
+2.02M (+0.4%) vs. Q4 2024
Total value
$6.06B
−$1.93B (−24.1%) vs. Q4 2024
New holders
129
287 more added
Sold out
106
198 more reduced

12 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2025: 716 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ1 2025: $6.06B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2024.

Institutions holding SOFI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Centerpoint Advisors, LLC25$00.00%−25−50.0%Reduced
Hantz Financial Services, Inc.20$00.00%+20New
Ulland Investment Advisors, LLC5$00.00%+5New
FSA Wealth Management LLC1$120.00%00.0%Unchanged
Pineridge Advisors LLC5$580.00%−54−91.5%Reduced
ORG Wealth Partners, LLC5$590.00%00.0%Unchanged
Bokf, NA7$810.00%00.0%Unchanged
High Note Wealth, LLC9$1050.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$1160.00%−620,800−100.0%Reduced
Creative Financial Designs Inc10$1160.00%−490−98.0%Reduced
Activest Wealth Management12$1400.00%+10+500.0%Added
Anfield Capital Management, LLC16$1860.00%+10+166.7%Added
Tradewinds Capital Management, LLC16$1870.00%+8+100.0%Added
Caitong International Asset Management Co., Ltd18$2090.00%−21−53.8%Reduced
St. Johns Investment Management Company, LLC19$2210.00%00.0%Unchanged
Eukles Asset Management20$2330.00%00.0%Unchanged
Cape Investment Advisory, Inc.20$2330.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC25$2900.00%+25New
Beacon Capital Management, LLC25$2940.00%+25New
Frazier Financial Advisors, LLC27$3150.00%−30−52.6%Reduced
Parkworth Wealth Management, Inc.34$3950.00%+7+25.9%Added
Concord Wealth Partners36$4190.00%−100−73.5%Reduced
Ronald Blue Trust, Inc.36$4190.00%00.0%Unchanged
Rialto Wealth Management, LLC37$4310.00%−377−91.1%Reduced
HFM Investment Advisors, LLC37$4310.00%+37New
REAP Financial Group, LLC40$4650.00%00.0%Unchanged
Sarver Vrooman Wealth Advisors40$4650.00%+40New
TD Capital Management LLC41$4770.00%+41New
Cromwell Holdings LLC48$5580.00%+48New
West Financial Advisors, LLC49$5700.00%00.0%Unchanged
Truvestments Capital LLC51$5930.00%+1+2.0%Added
Eq Wealth Advisors, LLC53$6160.00%+53New
Richards, Merrill & Peterson, Inc.58$6750.00%00.0%Unchanged
Chesapeake Asset Management LLC62$7210.00%+62New
Whipplewood Advisors, LLC25$7790.00%+25New
Hughes Financial Services, LLC67$7980.00%+67New
Rise Advisors, LLC71$8260.00%+71New
ORG Partners LLC75$8930.00%+75New
Private Wealth Management Group, LLC79$9190.00%00.0%Unchanged
MPWM Advisory Solutions, LLC80$9300.00%−2,030−96.2%Reduced
WealthTrak Capital Management LLC80$9310.00%+10+14.3%Added
Bessemer Group Inc64$1.00K0.00%−24,936−99.7%Reduced
Pin Oak Investment Advisors Inc100$1.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc46$1.00K0.00%+14+43.8%Added
Principia Wealth Advisory, LLC96$1.09K0.00%+3+3.2%Added
HM Payson & Co100$1.16K0.00%00.0%Unchanged
Asset Dedication, LLC100$1.16K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$1.16K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$1.16K0.00%00.0%Unchanged
Bernard Wealth Management Corp.100$1.16K0.00%+100New
Central Trust Co107$1.25K0.00%−1,113−91.2%Reduced
UMA Financial Services, Inc.107$1.25K0.00%+107New
Fortitude Family Office, LLC112$1.30K0.00%+20+21.7%Added
Bruce G. Allen Investments, LLC118$1.37K0.00%00.0%Unchanged
Financial Perspectives, Inc125$1.45K0.00%00.0%Unchanged
Cordant, Inc.125$1.45K0.00%+125New
Abound Wealth Management125$1.45K0.00%+125New
West Oak Capital, LLC127$1.50K0.00%00.0%Unchanged
Sittner & Nelson, LLC133$1.55K0.00%00.0%Unchanged
Vision Financial Markets LLC150$1.75K0.00%+150New
Ameriflex Group, Inc.164$1.91K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.189$2.20K0.00%+50+36.0%Added
Colonial Trust Co190$2.21K0.00%−188−49.7%Reduced
Highline Wealth Partners LLC190$2.21K0.00%+190New
Assetmark, Inc196$2.28K0.00%−42−17.6%Reduced
Flaharty Asset Management, LLC200$2.33K0.00%+200New
Nalls Sherbakoff Group, LLC200$2.33K0.00%+200New
American Capital Advisory, LLC210$2.44K0.00%00.0%Unchanged
Salem Investment Counselors Inc210$2.44K0.00%+210New
Crewe Advisors LLC218$2.54K0.00%−21−8.8%Reduced
Fifth Third Bancorp220$2.56K0.00%+100+83.3%Added
SJS Investment Consulting Inc.222$2.58K0.00%+71+47.0%Added
MV Capital Management, Inc.240$2.79K0.00%−1−0.4%Reduced
Sachetta, LLC253$2.94K0.00%00.0%Unchanged
Capital Analysts, LLC240$3.00K0.00%+240New
Vermillion Wealth Management, Inc.261$3.04K0.00%+261New
Main Street Group, LTD300$3.49K0.00%00.0%Unchanged
Murphy & Mullick Capital Management Corp300$3.49K0.00%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.41,124$3.54K0.00%+37,655+1,085.5%Added
Versant Capital Management, Inc306$3.56K0.00%−180−37.0%Reduced
TFC Financial Management318$3.70K0.00%−9,400−96.7%Reduced
Red Tortoise LLC328$3.81K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc250$3.85K0.00%00.0%Unchanged
Atlantic Trust, LLC338$3.93K0.00%+338New
Aspect Partners, LLC338$3.93K0.00%+338New
PrairieView Partners, LLC380$4.00K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC339$4.04K0.00%00.0%Unchanged
Toth Financial Advisory Corp350$4.07K0.00%−10−2.8%Reduced
Trust Co of Vermont397$4.62K0.00%−355−47.2%Reduced
TSFG, LLC442$5.00K0.00%+69+18.5%Added
Investment Research & Advisory Group, Inc.436$5.07K0.00%+69+18.8%Added
Farmers & Merchants Investments Inc500$5.82K0.00%00.0%Unchanged
North Star Investment Management Corp.500$5.82K0.00%00.0%Unchanged
BFSG, LLC500$5.82K0.00%00.0%Unchanged
Mark Sheptoff Financial Planning, LLC500$5.82K0.00%+300+150.0%Added
Cornerstone Planning Group LLC499$5.86K0.00%+27+5.7%Added
Optimum Investment Advisors550$6.40K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC550$6.40K0.00%00.0%Unchanged
Cary Street Partner Investment Advisory LLC586$6.82K0.00%+586New
Northwest Capital Management Inc590$6.86K0.00%−500−45.9%Reduced