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.
| 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, Q1 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NVWM, LLC | 600 | $6.98K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $6.98K | 0.00% | +300+100.0% | Added |
| Stonebridge Financial Group, LLC | 600 | $6.98K | 0.00% | +320+114.3% | Added |
| Gen-Wealth Partners Inc | 600 | $6.98K | 0.00% | +600 | New |
| True Wealth Design, LLC | 612 | $7.12K | 0.00% | +26+4.4% | Added |
| Continuum Advisory, LLC | 626 | $7.28K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 630 | $7.33K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 640 | $7.58K | 0.00% | +440+220.0% | Added |
| Compass Wealth Management LLC | 660 | $7.68K | 0.00% | +660 | New |
| JFS Wealth Advisors, LLC | 696 | $8.10K | 0.00% | +286+69.8% | Added |
| Ancora Advisors, LLC | 700 | $8.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 725 | $8.43K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $8.72K | 0.00% | −9,000−92.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $9.29K | 0.00% | +76+10.5% | Added |
| Aviso Financial Inc. | 800 | $9.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 858 | $9.98K | 0.01% | +858 | New |
| CarsonAllaria Wealth Management, Ltd. | 868 | $10.1K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 925 | $10.8K | 0.01% | +925 | New |
| Bell Investment Advisors, Inc | 966 | $11.2K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,000 | $11.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,009 | $11.7K | 0.00% | −943−48.3% | Reduced |
| HighMark Wealth Management LLC | 1,109 | $12.9K | 0.01% | +238+27.3% | Added |
| Hemington Wealth Management | 1,203 | $13.0K | 0.00% | +673+127.0% | Added |
| CX Institutional | 1,157 | $13.0K | 0.00% | +1,157 | New |
| GPS Wealth Strategies Group, LLC | 1,157 | $13.5K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,165 | $13.5K | 0.00% | +30+2.6% | Added |
| Covestor Ltd | 1,243 | $14.0K | 0.01% | +26+2.1% | Added |
| Parkside Financial Bank & Trust | 1,299 | $15.1K | 0.00% | +271+26.4% | Added |
| Curio Wealth, LLC | 1 | $15.4K | 0.01% | −999−99.9% | Reduced |
| Aventura Private Wealth, LLC | 1,329 | $15.5K | 0.01% | −2,000−60.1% | Reduced |
| Signature Resources Capital Management, LLC | 1,341 | $15.6K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,394 | $16.2K | 0.00% | +115+9.0% | Added |
| Massmutual Trust Co FSB | 1,414 | $16.4K | 0.00% | +1,132+401.4% | Added |
| Glen Eagle Advisors, LLC | 1,445 | $16.8K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 1,465 | $17.0K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,470 | $17.1K | 0.00% | +1,470 | New |
| Hurley Capital, LLC | 1,575 | $18.3K | 0.01% | +1,575 | New |
| Kiker Wealth Management, LLC | 1,587 | $18.5K | 0.01% | +1,587 | New |
| Capital Advisors, Ltd. LLC | 1,614 | $19.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,366 | $19.8K | 0.00% | −1,767−56.4% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,700 | $19.8K | 0.00% | +1,700 | New |
| Blue Bell Private Wealth Management, LLC | 1,720 | $20.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,743 | $20.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,750 | $20.4K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $21.0K | 0.01% | +1,842 | New |
| NewSquare Capital LLC | 2,000 | $23.3K | 0.00% | −1,000−33.3% | Reduced |
| Barrett & Company, Inc. | 2,000 | $23.3K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2,300 | $27.0K | 0.01% | +2,200+2,200.0% | Added |
| Smartleaf Asset Management LLC | 2,286 | $27.1K | 0.00% | +640+38.9% | Added |
| Headlands Technologies LLC | 2,380 | $27.7K | 0.00% | +2,380 | New |
| First Horizon Advisors, Inc. | 2,397 | $27.9K | 0.00% | −232−8.8% | Reduced |
| Boston Private Wealth LLC | 2,447 | $28.5K | 0.00% | +2,447 | New |
| Quadrant Capital Group LLC | 2,487 | $28.9K | 0.00% | +521+26.5% | Added |
| CNB Bank | 2,500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $29.1K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,525 | $29.4K | 0.00% | +50+2.0% | Added |
| Garde Capital, Inc. | 2,653 | $30.9K | 0.00% | +2,653 | New |
| Larson Financial Group LLC | 2,714 | $31.6K | 0.00% | +1,519+127.1% | Added |
| Clearstead Advisors, LLC | 2,852 | $33.2K | 0.00% | +2+0.1% | Added |
| Nomura Asset Management Co Ltd | 2,900 | $33.7K | 0.00% | −1,500−34.1% | Reduced |
| MCF Advisors LLC | 3,072 | $35.7K | 0.00% | +1,671+119.3% | Added |
| MAI Capital Management | 3,085 | $35.9K | 0.00% | +93+3.1% | Added |
| Legacy Wealth Managment, LLC | 3,244 | $37.7K | 0.03% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,286 | $38.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 3,370 | $39.2K | 0.00% | +3,370 | New |
| Copia Wealth Management | 3,416 | $39.7K | 0.04% | +3,316+3,316.0% | Added |
| Sandy Spring Bank | 3,441 | $40.0K | 0.00% | +30+0.9% | Added |
| Westside Investment Management, Inc. | 3,550 | $42.0K | 0.01% | +250+7.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,900 | $45.0K | 0.00% | +3,900 | New |
| Byrne Asset Management LLC | 3,872 | $45.0K | 0.03% | +3,872 | New |
| WealthCollab, LLC | 4,000 | $46.5K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,000 | $46.5K | 0.01% | +1,000+33.3% | Added |
| Bogart Wealth, LLC | 4,038 | $47.0K | 0.00% | +4,038 | New |
| EverSource Wealth Advisors, LLC | 4,252 | $49.5K | 0.00% | −4,739−52.7% | Reduced |
| Strategic Investment Solutions, Inc. | 4,273 | $49.7K | 0.01% | +3,773+754.6% | Added |
| Tidemark, LLC | 4,378 | $50.9K | 0.02% | +3,707+552.5% | Added |
| Amundi | 4,812 | $51.2K | 0.00% | −2,700,373−99.8% | Reduced |
| Tortoise Investment Management, LLC | 4,439 | $51.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,348 | $51.8K | 0.00% | +1,839+73.3% | Added |
| TD Waterhouse Canada Inc. | 4,579 | $54.4K | 0.00% | −3,980−46.5% | Reduced |
| Ci Investments Inc. | 4,796 | $56.0K | 0.00% | −811−14.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,862 | $56.5K | 0.00% | +4,582+1,636.4% | Added |
| PSI Advisors, LLC | 4,885 | $56.8K | 0.02% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,166 | $58.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,134 | $59.7K | 0.01% | −500−8.9% | Reduced |
| City State Bank | 5,250 | $61.1K | 0.02% | +5,000+2,000.0% | Added |
| AdvisorNet Financial, Inc | 5,456 | $63.5K | 0.00% | −30−0.5% | Reduced |
| Lindbrook Capital, LLC | 5,851 | $68.0K | 0.01% | +105+1.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,110 | $71.0K | 0.00% | +6,110 | New |
| Wolff Wiese Magana LLC | 6,600 | $76.8K | 0.05% | −3,640−35.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 7,000 | $81.4K | 0.06% | +1,000+16.7% | Added |
| N.E.W. Advisory Services LLC | 7,174 | $83.4K | 0.01% | +7,174 | New |
| Huntington National Bank | 7,193 | $83.7K | 0.00% | +2,264+45.9% | Added |
| Skopos Labs, Inc. | 7,237 | $84.2K | 0.02% | +3,629+100.6% | Added |
| Game Plan Financial Advisors, LLC | 7,450 | $86.6K | 0.04% | −750−9.1% | Reduced |