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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.

Institutional holdersQ1 2025: 716 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ1 2025: $6.06B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q4 2024.

Institutions holding SOFI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Elequin Capital LP0$00.00%−2,726−100.0%Sold out
Sound Income Strategies, LLC0$00.00%−2,500−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−2,178−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−2,167−100.0%Sold out
Hollencrest Capital Management0$00.00%−2,000−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−1,600−100.0%Sold out
Financially Speaking Inc0$00.00%−1,000−100.0%Sold out
Brown, Lisle/Cummings, Inc.0$00.00%−800−100.0%Sold out
Castleview Partners, LLC0$00.00%−800−100.0%Sold out
GoalVest Advisory LLC0$00.00%−481−100.0%Sold out
Atticus Wealth Management, LLC0$00.00%−400−100.0%Sold out
Oarsman Capital, Inc.0$00.00%−333−100.0%Sold out
Measured Risk Portfolios, Inc.0$00.00%−300−100.0%Sold out
Anchor Investment Management, LLC0$00.00%−252−100.0%Sold out
Coppell Advisory Solutions LLC0$00.00%−200−100.0%Sold out
Kathleen S. Wright Associates Inc.0$00.00%−200−100.0%Sold out
Delos Wealth Advisors, LLC0$00.00%−125−100.0%Sold out
Synergy Financial Management, LLC0$00.00%−224−100.0%Sold out
Peterson Wealth Services0$00.00%−54−100.0%Sold out
Optiver Holding B.V.0$00.00%−46−100.0%Sold out
Global Wealth Strategies & Associates0$00.00%−36−100.0%Sold out
Coston, McIsaac & Partners0$00.00%−5−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Longitude (Cayman) Ltd.––––Not filed
Hanseatic Management Services Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Coordinated Financial Services, Inc.––––Not filed
Sherman Porfolios, LLC––––Not filed
Legacy Investment Solutions, LLC––––Not filed
WR Wealth Planners, LLC––––Not filed
Householder Group Estate & Retirement Specialist, LLC––––Not filed
AlphaMark Advisors, LLC––––Not filed
Sanctuary Wealth Management, L.L.C.––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed