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 |
|---|---|---|---|---|---|
| Citadel Advisors LLC | 8,066,997 | $93.8M | 0.09% | +2,563,026+46.6% | Added |
| Norges Bank | 8,371,082 | $97.4M | 0.01% | +1,638,722+24.3% | Added |
| Voloridge Investment Management, LLC | 8,590,743 | $99.9M | 0.37% | +3,711,601+76.1% | Added |
| Dimensional Fund Advisors LP | 9,056,263 | $105.3M | 0.03% | −5,254,503−36.7% | Reduced |
| Two Sigma Advisers, LP | 9,435,100 | $109.7M | 0.25% | −10,044,100−51.6% | Reduced |
| Two Sigma Investments, LP | 9,501,392 | $110.5M | 0.24% | −6,365,363−40.1% | Reduced |
| Susquehanna International Group, LLP | 9,811,855 | $114.1M | 0.19% | +3,651,928+59.3% | Added |
| Renaissance Technologies LLC | 11,102,300 | $129.1M | 0.20% | +4,459,600+67.1% | Added |
| Bank of America Corp | 11,515,084 | $133.9M | 0.01% | +5,537,614+92.6% | Added |
| Morgan Stanley | 13,764,954 | $160.1M | 0.01% | +212,788+1.6% | Added |
| UBS Group AG | 14,429,797 | $167.8M | 0.04% | +1,890,805+15.1% | Added |
| State Street Corp | 18,728,173 | $217.8M | 0.01% | −33,156−0.2% | Reduced |
| Geode Capital Management, LLC | 19,051,115 | $221.6M | 0.02% | +1,116,132+6.2% | Added |
| D. E. Shaw & Co., Inc. | 35,079,448 | $408.0M | 0.48% | +3,761,111+12.0% | Added |
| BlackRock, Inc. | 47,499,894 | $552.4M | 0.01% | +204,468+0.4% | Added |
| Vanguard Group Inc | 99,467,295 | $1.16B | 0.02% | +1,130,250+1.1% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −917−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −3,341,683−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −936,332−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −587,790−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −522,312−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −515,500−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −386,064−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −330,577−100.0% | Sold out |
| Cable Car Capital LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −290,992−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −231,954−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −217,400−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −214,632−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −207,300−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −175,685−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −131,853−100.0% | Sold out |
| Kercheville Advisors, LLC | 0 | $0 | 0.00% | −103,500−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −94,116−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −92,081−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −71,099−100.0% | Sold out |
| Y.D. More Investments Ltd | 0 | $0 | 0.00% | −67,039−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −64,600−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −65,427−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −56,710−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −54,106−100.0% | Sold out |
| Total Wealth Planning & Management, Inc. | 0 | $0 | 0.00% | −53,319−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −52,096−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −49,521−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −42,392−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −38,972−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −37,535−100.0% | Sold out |
| Walkner Condon Financial Advisors LLC | 0 | $0 | 0.00% | −36,355−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −34,753−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −32,026−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −30,120−100.0% | Sold out |
| Guerra Advisors Inc | 0 | $0 | 0.00% | −28,915−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −28,892−100.0% | Sold out |
| Trueblood Wealth Management, LLC | 0 | $0 | 0.00% | −28,824−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −28,438−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −27,289−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −26,481−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −23,795−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −23,504−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,711−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Yeomans Consulting Group, Inc. | 0 | $0 | 0.00% | −21,684−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −20,642−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −19,080−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −18,601−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −18,438−100.0% | Sold out |
| Balboa Wealth Partners | 0 | $0 | 0.00% | −17,997−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −17,786−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −17,530−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −17,212−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −16,548−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Bravias Capital Group, LLC | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −14,199−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −12,246−100.0% | Sold out |
| O'Dell Group, LLC | 0 | $0 | 0.00% | −12,108−100.0% | Sold out |
| Prospect Financial Services LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −11,254−100.0% | Sold out |
| Waterloo Capital, L.P. | 0 | $0 | 0.00% | −11,246−100.0% | Sold out |
| PKS Advisory Services, LLC | 0 | $0 | 0.00% | −11,195−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −11,094−100.0% | Sold out |
| Millennium Capital Advisors, LLC | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| Dash Acquisitions Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Waller Financial Planning Group, Inc | 0 | $0 | 0.00% | −10,227−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −8,225−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −6,039−100.0% | Sold out |
| Chapin Davis, Inc. | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |