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 |
|---|---|---|---|---|---|
| Credit Agricole S A | 16,188 | $188.3K | 0.00% | +16,188 | New |
| Redhawk Wealth Advisors, Inc. | 16,202 | $188.4K | 0.03% | 00.0% | Unchanged |
| Truefg, LLC | 16,300 | $189.6K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,358 | $190.2K | 0.01% | −85,837−84.0% | Reduced |
| Albion Financial Group | 16,415 | $190.9K | 0.01% | 00.0% | Unchanged |
| SCS Capital Management LLC | 16,601 | $193.1K | 0.00% | +16,601 | New |
| Clay Northam Wealth Management, LLC | 16,665 | $193.8K | 0.14% | +1,329+8.7% | Added |
| Cooper Financial Group | 16,775 | $195.1K | 0.03% | +369+2.2% | Added |
| Sig Brokerage, LP | 16,798 | $195.4K | 0.06% | +16,798 | New |
| Bensler, LLC | 16,850 | $196.0K | 0.02% | −290−1.7% | Reduced |
| HSBC Holdings PLC | 17,105 | $196.7K | 0.00% | +4,100+31.5% | Added |
| CIBC World Markets Inc. | 17,074 | $198.6K | 0.00% | −146−0.8% | Reduced |
| Verus Capital Partners, LLC | 17,190 | $199.9K | 0.02% | −2,190−11.3% | Reduced |
| Adams Wealth Management | 17,333 | $200.9K | 0.04% | +17,333 | New |
| CacheTech Inc. | 17,333 | $200.9K | 0.04% | +17,333 | New |
| SLT Holdings LLC | 17,713 | $206.0K | 0.19% | +3,550+25.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 17,758 | $206.5K | 0.00% | −4,984−21.9% | Reduced |
| Leonteq Securities AG | 18,000 | $208.9K | 0.02% | −2,900−13.9% | Reduced |
| Global Assets Advisory, LLC | 19,355 | $209.8K | 0.04% | +19,355 | New |
| NWF Advisory Services Inc. | 18,100 | $210.5K | 0.03% | +18,100 | New |
| AE Wealth Management LLC | 18,106 | $210.6K | 0.00% | +3,105+20.7% | Added |
| Motley Fool Asset Management LLC | 18,235 | $212.1K | 0.01% | +18,235 | New |
| Merit Financial Group, LLC | 18,285 | $212.7K | 0.00% | −12,887−41.3% | Reduced |
| Pointe Capital Management LLC | 18,490 | $215.0K | 0.13% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 18,868 | $219.4K | 0.06% | +2,095+12.5% | Added |
| Evolution Wealth Advisors, LLC | 18,915 | $220.0K | 0.04% | +3,685+24.2% | Added |
| Wedmont Private Capital | 20,614 | $220.8K | 0.01% | +2,299+12.6% | Added |
| Traynor Capital Management, Inc. | 19,255 | $223.9K | 0.02% | −9,987−34.2% | Reduced |
| Mainstay Capital Management LLC | 19,259 | $224.0K | 0.03% | +506+2.7% | Added |
| Belpointe Asset Management LLC | 19,287 | $224.3K | 0.01% | −15,726−44.9% | Reduced |
| Meeder Advisory Services, Inc. | 20,074 | $233.5K | 0.01% | +3,525+21.3% | Added |
| Marshall Financial Group LLC | 20,776 | $241.6K | 0.05% | +716+3.6% | Added |
| Concorde Asset Management, LLC | 21,230 | $241.8K | 0.13% | −1,860−8.1% | Reduced |
| Diversify Wealth Management, LLC | 18,646 | $247.4K | 0.02% | +10.0% | Added |
| Signaturefd, LLC | 21,476 | $249.8K | 0.00% | +1,246+6.2% | Added |
| Wealthspan Partners, LLC | 21,611 | $251.3K | 0.12% | +1,850+9.4% | Added |
| Meeder Asset Management Inc | 21,631 | $251.6K | 0.02% | +516+2.4% | Added |
| Carnegie Lake Advisors LLC | 21,700 | $252.0K | 0.10% | +600+2.8% | Added |
| Foundations Investment Advisors, LLC | 21,700 | $252.4K | 0.00% | +4,225+24.2% | Added |
| National Bank of Canada | 21,853 | $253.9K | 0.00% | −7,825−26.4% | Reduced |
| Versor Investments LP | 21,900 | $254.7K | 0.04% | +21,900 | New |
| Cary Street Partners Financial LLC | 21,960 | $255.4K | 0.01% | −17−0.1% | Reduced |
| one8zero8, LLC | 22,050 | $256.4K | 0.06% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 22,059 | $256.5K | 0.06% | −4,668−17.5% | Reduced |
| Probity Advisors, Inc. | 22,091 | $256.9K | 0.05% | −834−3.6% | Reduced |
| Greenland Capital Management LP | 22,120 | $257.3K | 0.04% | +22,120 | New |
| Sowell Financial Services LLC | 22,293 | $259.3K | 0.01% | +22,293 | New |
| Calton & Associates, Inc. | 22,601 | $262.9K | 0.06% | +4,751+26.6% | Added |
| Stifel Financial Corp | 22,797 | $265.1K | 0.00% | −39,749−63.6% | Reduced |
| J.W. Cole Advisors, Inc. | 23,496 | $273.3K | 0.01% | +11,454+95.1% | Added |
| Pensionmark Financial Group, LLC | 23,818 | $277.0K | 0.01% | +1,488+6.7% | Added |
| Prime Capital Investment Advisors, LLC | 23,940 | $278.4K | 0.00% | +23,940 | New |
| Accuvest Global Advisors | 24,132 | $281.0K | 0.24% | +24,132 | New |
| Buckingham Strategic Partners | 24,225 | $281.8K | 0.00% | +3,667+17.8% | Added |
| Steward Partners Investment Advisory, LLC | 24,248 | $282.0K | 0.00% | −823−3.3% | Reduced |
| Manchester Financial Inc | 24,406 | $283.8K | 0.06% | +1,000+4.3% | Added |
| Stratos Wealth Advisors, LLC | 24,580 | $285.9K | 0.02% | +396+1.6% | Added |
| Brown Advisory Inc | 24,773 | $288.1K | 0.00% | +24,773 | New |
| Freestone Grove Partners LP | 25,109 | $292.0K | 0.00% | +25,109 | New |
| Emergent Wealth Advisors, LLC | 25,147 | $292.5K | 0.21% | +13,567+117.2% | Added |
| Vident Advisory, LLC | 25,191 | $293.0K | 0.00% | +12,332+95.9% | Added |
| Founders Financial Securities LLC | 22,272 | $294.0K | 0.02% | −5,500−19.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 24,913 | $295.2K | 0.00% | +6,200+33.1% | Added |
| Armstrong, Fleming & Moore, Inc | 25,575 | $297.4K | 0.36% | +25,575 | New |
| Atomi Financial Group, Inc. | 25,664 | $298.5K | 0.01% | +4,444+20.9% | Added |
| Steel Peak Wealth Management LLC | 25,677 | $298.6K | 0.01% | −7,382−22.3% | Reduced |
| Coordinated Financial Services, Inc. | 25,700 | $298.9K | 0.23% | +25,700 | New |
| Gainplan LLC | 26,193 | $304.6K | 0.20% | +26,193 | New |
| MetLife Investment Management | 26,553 | $308.8K | 0.00% | +616+2.4% | Added |
| Independent Advisor Alliance | 26,800 | $311.7K | 0.01% | +9,614+55.9% | Added |
| Hourglass Capital, LLC | 27,000 | $314.0K | 0.08% | −13,000−32.5% | Reduced |
| Mach-1 Financial Group, Inc. | 27,168 | $316.0K | 0.09% | +27,168 | New |
| Pallas Capital Advisors LLC | 27,241 | $316.8K | 0.01% | −2,960−9.8% | Reduced |
| Mayflower Financial Advisors, LLC | 27,315 | $317.7K | 0.05% | +13,750+101.4% | Added |
| Greenwood Capital Associates LLC | 27,929 | $324.8K | 0.04% | +27,929 | New |
| Soltis Investment Advisors LLC | 27,935 | $324.9K | 0.03% | −15,945−36.3% | Reduced |
| XTX Topco Ltd | 27,956 | $325.1K | 0.02% | +4,305+18.2% | Added |
| The PNC Financial Services Group, Inc. | 27,993 | $325.6K | 0.00% | +3,980+16.6% | Added |
| Hexagon Capital Partners LLC | 28,421 | $330.5K | 0.06% | −2,565−8.3% | Reduced |
| Lauer Wealth, LLC | 25,057 | $332.5K | 0.26% | −26,100−51.0% | Reduced |
| Boothbay Fund Management, LLC | 29,955 | $348.4K | 0.01% | +29,955 | New |
| Freestone Capital Holdings, LLC | 29,961 | $348.4K | 0.01% | −16,758−35.9% | Reduced |
| Aptus Capital Advisors, LLC | 29,970 | $348.6K | 0.00% | −3,526−10.5% | Reduced |
| Resources Investment Advisors, LLC. | 29,971 | $348.6K | 0.00% | +5,292+21.4% | Added |
| Cannon Global Investment Management, LLC | 30,000 | $348.9K | 0.96% | −5,000−14.3% | Reduced |
| CIBC Asset Management Inc | 30,558 | $355.4K | 0.00% | +561+1.9% | Added |
| Creekmur Asset Management LLC | 30,840 | $358.7K | 0.08% | +2,125+7.4% | Added |
| TCG Advisory Services, LLC | 30,913 | $359.5K | 0.01% | +1,138+3.8% | Added |
| Jefferies Financial Group Inc. | 31,040 | $361.0K | 0.01% | −44,529−58.9% | Reduced |
| Fortis Advisors, LLC | 31,300 | $364.0K | 0.24% | −13,250−29.7% | Reduced |
| Moseley Investment Management Inc | 31,486 | $366.2K | 0.14% | +450+1.4% | Added |
| Aldebaran Financial Inc. | 31,625 | $367.8K | 0.45% | −215−0.7% | Reduced |
| Everence Capital Management Inc | 32,360 | $376.0K | 0.03% | 00.0% | Unchanged |
| Empowered Funds, LLC | 33,126 | $385.3K | 0.01% | +1,631+5.2% | Added |
| Umb Bank N A | 33,155 | $385.6K | 0.01% | −7,489−18.4% | Reduced |
| Sherbrooke Park Advisers LLC | 33,165 | $385.7K | 0.18% | +33,165 | New |
| Valeo Financial Advisors, LLC | 33,749 | $392.5K | 0.01% | +3,219+10.5% | Added |
| Archford Capital Strategies, LLC | 33,765 | $392.7K | 0.06% | −40.0% | Reduced |
| Level Four Advisory Services, LLC | 33,855 | $393.7K | 0.02% | −5,375−13.7% | Reduced |
| Capital Performance Advisors LLP | 34,047 | $396.0K | 0.09% | +34,047 | New |