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 |
|---|---|---|---|---|---|
| Private Trust Co NA | 7,500 | $87.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,539 | $87.7K | 0.01% | +2,480+49.0% | Added |
| NBC Securities, Inc. | 7,677 | $89.0K | 0.01% | +7,670+109,571.4% | Added |
| Nemes Rush Group LLC | 7,888 | $91.7K | 0.01% | +450+6.1% | Added |
| Asset Management One Co.,Ltd. | 8,114 | $94.4K | 0.00% | +2,880+55.0% | Added |
| GAMMA Investing LLC | 8,283 | $96.3K | 0.01% | +2,358+39.8% | Added |
| South State Corp. | 8,561 | $99.6K | 0.00% | +231+2.8% | Added |
| Parallel Advisors, LLC | 8,754 | $101.8K | 0.00% | +1,420+19.4% | Added |
| Corebridge Financial, Inc. | 9,050 | $105.3K | 0.00% | −218−2.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,000 | $116.3K | 0.03% | −1,000−9.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 10,000 | $116.3K | 0.08% | +10,000 | New |
| United Capital Financial Advisers, LLC | 10,039 | $116.8K | 0.00% | +10,039 | New |
| Transcend Wealth Collective, LLC | 10,202 | $118.6K | 0.01% | +37+0.4% | Added |
| Quadcap Wealth Management, LLC | 10,321 | $120.0K | 0.02% | −16−0.2% | Reduced |
| Fisher Asset Management, LLC | 10,540 | $122.6K | 0.00% | +10,540 | New |
| Jacobi Capital Management LLC | 10,565 | $122.9K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,578 | $123.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,612 | $123.4K | 0.02% | +10,612 | New |
| Westwood Holdings Group Inc. | 10,646 | $123.8K | 0.00% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 10,650 | $123.9K | 0.08% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 10,700 | $124.4K | 0.02% | +200+1.9% | Added |
| Coldstream Capital Management Inc | 10,757 | $125.1K | 0.00% | −3,934−26.8% | Reduced |
| Visionary Wealth Advisors | 10,853 | $126.2K | 0.01% | −43−0.4% | Reduced |
| Diversified Trust Co | 10,938 | $127.2K | 0.00% | +10,938 | New |
| Horizon Wealth Management, LLC | 10,980 | $127.7K | 0.02% | +10,980 | New |
| KLCM Advisors, Inc. | 11,000 | $127.9K | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 11,000 | $127.9K | 0.00% | +11,000 | New |
| Change Path, LLC | 11,011 | $128.1K | 0.00% | −1,170−9.6% | Reduced |
| Caxton Associates LLP | 11,132 | $129.5K | 0.00% | +11,132 | New |
| Advisors Management Group Inc | 11,163 | $130.0K | 0.03% | −100−0.9% | Reduced |
| Centaurus Financial, Inc. | 11,157 | $130.0K | 0.01% | −44−0.4% | Reduced |
| Franklin Resources Inc | 11,200 | $130.3K | 0.00% | +11,200 | New |
| Prosperity Wealth Management, Inc. | 11,225 | $130.5K | 0.06% | −9,825−46.7% | Reduced |
| Compass Capital Corp | 11,260 | $130.9K | 0.07% | +1,260+12.6% | Added |
| Principal Securities, Inc. | 8,587 | $132.2K | 0.00% | 00.0% | Unchanged |
| M1 Capital Management LLC | 11,400 | $132.6K | 0.08% | +11,400 | New |
| Geneos Wealth Management Inc. | 11,419 | $132.8K | 0.00% | −136−1.2% | Reduced |
| SageView Advisory Group, LLC | 11,486 | $133.6K | 0.01% | −1,401−10.9% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $133.7K | 0.05% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 11,653 | $135.5K | 0.02% | +1,255+12.1% | Added |
| Verdence Capital Advisors LLC | 11,665 | $135.7K | 0.01% | +11,665 | New |
| Prasad Wealth Partners, LLC | 11,812 | $137.4K | 0.04% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 12,000 | $139.6K | 0.03% | −2,000−14.3% | Reduced |
| Platform Technology Partners | 12,000 | $139.6K | 0.04% | +1,967+19.6% | Added |
| Rosenberg Matthew Hamilton | 12,026 | $139.9K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,025 | $142.0K | 0.00% | +11,025 | New |
| Prostatis Group LLC | 12,261 | $142.6K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 12,285 | $142.9K | 0.00% | −7,358−37.5% | Reduced |
| Guggenheim Capital LLC | 12,359 | $143.7K | 0.00% | +12,359 | New |
| Ring Mountain Capital, LLC | 12,395 | $144.2K | 0.11% | +2,066+20.0% | Added |
| Fermata Advisors, LLC | 12,485 | $145.2K | 0.03% | 00.0% | Unchanged |
| Allianz SE | 12,670 | $147.4K | 0.00% | +12,670 | New |
| Hartline Investment Corp | 12,893 | $149.9K | 0.02% | +2,586+25.1% | Added |
| Focused Wealth Management, Inc | 12,949 | $150.6K | 0.02% | +12,949 | New |
| Keystone Financial Services | 13,086 | $152.2K | 0.06% | −79−0.6% | Reduced |
| Yousif Capital Management, LLC | 13,129 | $152.7K | 0.00% | +693+5.6% | Added |
| Comerica Bank | 13,200 | $153.5K | 0.00% | −8,641−39.6% | Reduced |
| State of Wyoming | 13,303 | $154.7K | 0.02% | +13,303 | New |
| Avion Wealth | 10,124 | $155.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 13,361 | $155.4K | 0.00% | +110+0.8% | Added |
| Future Financial Wealth Managment LLC | 13,500 | $157.0K | 0.12% | 00.0% | Unchanged |
| BIT Capital GmbH | 13,551 | $157.6K | 0.02% | +13,551 | New |
| Worth Financial Advisory Group, LLC | 13,610 | $158.3K | 0.10% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 13,632 | $158.5K | 0.01% | +13,632 | New |
| Global Financial Private Client, LLC | 13,806 | $160.6K | 0.06% | −90−0.6% | Reduced |
| Old National Bancorp | 13,903 | $161.7K | 0.00% | +310+2.3% | Added |
| National Asset Management, Inc. | 13,914 | $161.8K | 0.00% | +370+2.7% | Added |
| CoreCap Advisors, LLC | 13,932 | $162.0K | 0.01% | −2,957−17.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 14,092 | $163.9K | 0.08% | +1,445+11.4% | Added |
| Park Avenue Securities LLC | 14,122 | $164.0K | 0.00% | +126+0.9% | Added |
| Procyon Private Wealth Partners, LLC | 14,339 | $166.8K | 0.01% | +842+6.2% | Added |
| Cassaday & Co Wealth Management LLC | 14,400 | $167.5K | 0.00% | −5,500−27.6% | Reduced |
| Smith Anglin Financial, LLC | 14,450 | $168.1K | 0.02% | −50−0.3% | Reduced |
| Good Life Advisors, LLC | 14,511 | $168.8K | 0.01% | −9,402−39.3% | Reduced |
| Avestar Capital, LLC | 14,582 | $169.6K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 14,626 | $170.1K | 0.04% | +11,530+372.4% | Added |
| Ballentine Partners, LLC | 14,648 | $170.4K | 0.00% | +1,497+11.4% | Added |
| Axim Planning & Wealth | 14,650 | $170.4K | 0.15% | −4,662−24.1% | Reduced |
| NorthRock Partners, LLC | 14,773 | $171.8K | 0.01% | +14,773 | New |
| Financial Advisory Service, Inc. | 14,820 | $172.4K | 0.01% | −1,000−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 14,959 | $174.0K | 0.01% | +14,959 | New |
| Gotham Asset Management, LLC | 14,991 | $174.3K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15,079 | $175.4K | 0.06% | +769+5.4% | Added |
| Fullcircle Wealth LLC | 13,300 | $175.6K | 0.07% | −600−4.3% | Reduced |
| Garden State Investment Advisory Services LLC | 15,155 | $176.3K | 0.06% | +1,330+9.6% | Added |
| Rathbone Brothers plc | 15,167 | $176.4K | 0.00% | +15,167 | New |
| Hobbs Group Advisors, LLC | 15,339 | $178.4K | 0.07% | −33,661−68.7% | Reduced |
| Great Valley Advisor Group, Inc. | 15,354 | $178.6K | 0.00% | −8,026−34.3% | Reduced |
| Hilltop Holdings Inc. | 15,461 | $179.8K | 0.01% | +1,312+9.3% | Added |
| USAdvisors Wealth Management, LLC | 15,500 | $180.0K | 0.06% | +15,500 | New |
| Sequoia Financial Advisors, LLC | 15,544 | $180.8K | 0.00% | +15,544 | New |
| Burr Financial Services, LLC | 15,580 | $181.2K | 0.14% | +1,490+10.6% | Added |
| Mayfair Advisory Group, LLC | 15,685 | $182.4K | 0.11% | +3,050+24.1% | Added |
| Northwest Wealth Management, LLC | 15,900 | $184.9K | 0.04% | +301+1.9% | Added |
| Swiss Life Asset Management Ltd | 15,920 | $185.2K | 0.00% | +1,228+8.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,933 | $185.3K | 0.01% | +3,437+27.5% | Added |
| Pine Valley Investments Ltd Liability Co | 15,999 | $186.1K | 0.01% | −5,936−27.1% | Reduced |
| RSM US Wealth Management LLC | 16,064 | $186.8K | 0.00% | −3,789−19.1% | Reduced |
| Integrity Alliance, LLC. | 16,109 | $187.3K | 0.01% | +16,109 | New |
| Independent Wealth Network Inc. | 16,116 | $187.4K | 0.07% | −5,648−26.0% | Reduced |