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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 32,780 | $403.5K | 0.00% | −57,476−63.7% | Reduced |
| Allianz Asset Management GmbH | 35,846 | $416.9K | 0.00% | −3,754−9.5% | Reduced |
| Two Sigma Securities, LLC | 35,867 | $417.1K | 0.06% | +18,836+110.6% | Added |
| McGuire Investment Group, LLC | 35,950 | $418.1K | 0.06% | 00.0% | Unchanged |
| PFG Investments, LLC | 36,225 | $421.3K | 0.03% | −11,400−23.9% | Reduced |
| Captrust Financial Advisors | 36,353 | $422.8K | 0.00% | −2,100−5.5% | Reduced |
| CMT Capital Markets Trading GmbH | 36,625 | $426.0K | 0.18% | +36,625 | New |
| Gladstone Institutional Advisory LLC | 38,037 | $442.4K | 0.02% | −290−0.8% | Reduced |
| Equitable Holdings, Inc. | 38,525 | $448.0K | 0.00% | −5,064−11.6% | Reduced |
| Brinker Capital Investments, LLC | 38,984 | $453.4K | 0.00% | +3,491+9.8% | Added |
| Orion Portfolio Solutions, LLC | 38,984 | $453.4K | 0.00% | +3,491+9.8% | Added |
| Perigon Wealth Management, LLC | 39,347 | $457.6K | 0.01% | −960−2.4% | Reduced |
| Drive Wealth Management, LLC | 39,983 | $465.0K | 0.11% | +428+1.1% | Added |
| Fox Run Management, L.L.C. | 40,707 | $473.4K | 0.07% | +40,707 | New |
| O'Shaughnessy Asset Management, LLC | 41,277 | $480.1K | 0.00% | +3,497+9.3% | Added |
| Forum Financial Management, LP | 41,397 | $481.4K | 0.01% | −49−0.1% | Reduced |
| GF Fund Management Co. Ltd. | 41,704 | $485.0K | 0.01% | +41,704 | New |
| Bayforest Capital Ltd | 42,130 | $490.0K | 0.21% | +42,130 | New |
| US Bancorp | 42,386 | $492.9K | 0.00% | +11,031+35.2% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $505.8K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 44,734 | $520.0K | 0.00% | +4,019+9.9% | Added |
| Sigma Planning Corp | 45,036 | $523.8K | 0.02% | +1,634+3.8% | Added |
| Neuberger Berman Group LLC | 45,143 | $525.0K | 0.00% | +241+0.5% | Added |
| Illinois Municipal Retirement Fund | 45,512 | $529.3K | 0.01% | +45,512 | New |
| Kovitz Investment Group Partners, LLC | 46,049 | $535.5K | 0.00% | +19,236+71.7% | Added |
| Pathway Financial Advisers, LLC | 46,782 | $544.1K | 0.19% | −1,715−3.5% | Reduced |
| Bayesian Capital Management, LP | 47,202 | $549.0K | 0.09% | +47,202 | New |
| CIBC Private Wealth Group, LLC | 57,852 | $549.6K | 0.00% | −2,682−4.4% | Reduced |
| Davenport & Co LLC | 48,187 | $560.4K | 0.00% | −3,898−7.5% | Reduced |
| Means Investment Co., Inc. | 48,338 | $562.2K | 0.06% | −2,714−5.3% | Reduced |
| Maryland State Retirement & Pension System | 49,415 | $574.7K | 0.01% | −9,487−16.1% | Reduced |
| Keystone Financial Services, LLC | 49,902 | $580.4K | 0.49% | +32,046+179.5% | Added |
| Carolinas Wealth Consulting LLC | 50,000 | $581.5K | 0.13% | +25,000+100.0% | Added |
| Integrated Advisors Network LLC | 50,524 | $587.6K | 0.03% | +750+1.5% | Added |
| Sterling Capital Management LLC | 50,553 | $587.9K | 0.01% | −4,973−9.0% | Reduced |
| Advisory Services Network, LLC | 53,285 | $619.7K | 0.01% | +2,460+4.8% | Added |
| Lakeshore Financial Planning, Inc. | 53,715 | $624.7K | 0.26% | −16,000−23.0% | Reduced |
| Pinnacle Associates Ltd | 55,313 | $643.3K | 0.01% | +13,140+31.2% | Added |
| Principal Financial Group Inc | 55,371 | $644.0K | 0.00% | −5,410−8.9% | Reduced |
| M&T Bank Corp | 58,186 | $676.8K | 0.00% | +5,274+10.0% | Added |
| Manufacturers Life Insurance Company, The | 58,324 | $678.3K | 0.00% | −161,394−73.5% | Reduced |
| BluePath Capital Management, LLC | 58,420 | $679.4K | 0.71% | +58,420 | New |
| Nwam LLC | 58,658 | $682.2K | 0.06% | +14,023+31.4% | Added |
| San Luis Wealth Advisors LLC | 59,716 | $685.0K | 0.15% | −618−1.0% | Reduced |
| Amalgamated Bank | 59,068 | $687.0K | 0.01% | +2,051+3.6% | Added |
| Kestra Private Wealth Services, LLC | 59,756 | $695.0K | 0.01% | +42,575+247.8% | Added |
| Blair William & Co | 61,726 | $717.9K | 0.00% | +36,496+144.7% | Added |
| Midwest Professional Planners, LTD. | 61,777 | $718.5K | 0.22% | +7,499+13.8% | Added |
| Brookstone Capital Management | 62,012 | $721.2K | 0.01% | −1,125−1.8% | Reduced |
| Hudock, Inc. | 63,033 | $733.1K | 0.13% | −3,881−5.8% | Reduced |
| Lazard Asset Management LLC | 63,480 | $737.0K | 0.00% | +43,831+223.1% | Added |
| Gsa Capital Partners LLP | 63,349 | $737.0K | 0.07% | +63,349 | New |
| Arkadios Wealth Advisors | 63,404 | $737.4K | 0.03% | +1,092+1.8% | Added |
| Laird Norton Trust Company, LLC | 64,495 | $750.1K | 0.12% | 00.0% | Unchanged |
| Kennedy Investment Group | 64,900 | $754.8K | 0.35% | −5,300−7.5% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $763.6K | 0.19% | 00.0% | Unchanged |
| JustInvest LLC | 66,249 | $770.5K | 0.01% | +2,517+3.9% | Added |
| River Street Advisors LLC | 67,202 | $781.6K | 0.39% | +4,179+6.6% | Added |
| Alta Wealth Advisors LLC | 67,219 | $781.8K | 0.36% | −3,500−4.9% | Reduced |
| Prudential Financial Inc | 67,610 | $786.3K | 0.00% | +15,136+28.8% | Added |
| Aigen Investment Management, LP | 67,873 | $789.4K | 0.13% | +49,797+275.5% | Added |
| Xponance, Inc. | 68,466 | $796.3K | 0.01% | +3,925+6.1% | Added |
| Sanctuary Advisors, LLC | 69,187 | $804.6K | 0.01% | +31,553+83.8% | Added |
| Clarus Wealth Advisors | 70,935 | $808.0K | 0.43% | +70,935 | New |
| Envestnet Asset Management Inc | 69,718 | $810.8K | 0.00% | −59,676−46.1% | Reduced |
| Harbour Investments, Inc. | 70,580 | $820.8K | 0.02% | +2,463+3.6% | Added |
| Caption Management, LLC | 71,500 | $831.5K | 0.04% | +71,500 | New |
| Strategic Advocates LLC | 72,482 | $843.0K | 0.29% | +210+0.3% | Added |
| Portman Square Capital LLP | 72,526 | $843.5K | 0.12% | +72,526 | New |
| Tradition Wealth Management, LLC | 73,011 | $849.1K | 0.07% | +9,946+15.8% | Added |
| Xcel Wealth Management, LLC | 73,400 | $853.6K | 0.27% | +1,680+2.3% | Added |
| Nomura Holdings Inc | 74,303 | $864.1K | 0.00% | +58,705+376.4% | Added |
| Triumph Capital Management | 74,407 | $865.4K | 0.29% | +4,961+7.1% | Added |
| Cookson Peirce & Co Inc | 74,829 | $870.3K | 0.04% | +35,432+89.9% | Added |
| Toroso Investments, LLC | 75,407 | $877.0K | 0.01% | −110,270−59.4% | Reduced |
| Centiva Capital, LP | 76,435 | $888.9K | 0.05% | −57,487−42.9% | Reduced |
| Kovack Advisors, Inc. | 77,060 | $896.2K | 0.09% | +11,423+17.4% | Added |
| Prospera Financial Services Inc | 77,366 | $899.7K | 0.02% | +6,391+9.0% | Added |
| Virtue Capital Management, LLC | 78,033 | $908.3K | 0.11% | +14,292+22.4% | Added |
| Baird Financial Group, Inc. | 78,685 | $915.1K | 0.00% | −2,152−2.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 78,727 | $915.6K | 0.07% | +407+0.5% | Added |
| Numerai GP LLC | 78,774 | $916.1K | 0.17% | +78,774 | New |
| Danske Bank A/S | 80,108 | $931.7K | 0.00% | +18,812+30.7% | Added |
| Teamwork Financial Advisors, LLC | 80,250 | $933.3K | 0.13% | +80,250 | New |
| Deutsche Bank AG | 80,296 | $933.8K | 0.00% | −636,847−88.8% | Reduced |
| Avantax Advisory Services, Inc. | 80,444 | $935.6K | 0.01% | +5,688+7.6% | Added |
| Matisse Capital | 81,045 | $942.6K | 0.50% | −775−0.9% | Reduced |
| CWM, LLC | 82,399 | $958.0K | 0.00% | +1,613+2.0% | Added |
| Occudo Quantitative Strategies LP | 81,416 | $964.8K | 0.13% | +81,416 | New |
| Spire Wealth Management | 83,361 | $969.5K | 0.03% | +3,985+5.0% | Added |
| Grange Capital, LLC | 84,062 | $977.6K | 1.14% | −45,773−35.3% | Reduced |
| Miracle Mile Advisors, LLC | 84,518 | $982.9K | 0.02% | −9,913−10.5% | Reduced |
| STRS Ohio | 84,598 | $983.9K | 0.00% | +9,825+13.1% | Added |
| HighPoint Advisor Group LLC | 74,166 | $984.2K | 0.06% | −795−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 86,952 | $1.01M | 0.02% | +204+0.2% | Added |
| Highland Capital Management, LLC | 88,155 | $1.03M | 0.06% | +88,155 | New |
| Quantessence Capital LLC | 88,605 | $1.03M | 0.26% | +36,579+70.3% | Added |
| IFP Advisors, Inc | 91,642 | $1.07M | 0.03% | −11,919−11.5% | Reduced |
| Russell Investments Group, Ltd. | 92,343 | $1.07M | 0.00% | +39,779+75.7% | Added |
| Virtu Financial LLC | 92,312 | $1.07M | 0.06% | +2,882+3.2% | Added |