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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 432,238 | $5.03M | 0.02% | +142,483+49.2% | Added |
| Marex Group plc | 431,952 | $5.02M | 0.10% | +431,952 | New |
| Cresset Asset Management, LLC | 429,289 | $4.99M | 0.03% | −9,292−2.1% | Reduced |
| Parkside Investments, LLC | 426,120 | $4.96M | 0.73% | −244,840−36.5% | Reduced |
| State of Wisconsin Investment Board | 419,542 | $4.88M | 0.01% | +93,809+28.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 413,075 | $4.80M | 0.91% | −25,792−5.9% | Reduced |
| Twinbeech Capital LP | 405,905 | $4.72M | 0.09% | +405,905 | New |
| Clarity Capital Partners LLC | 402,967 | $4.69M | 1.89% | −7,313−1.8% | Reduced |
| Edgestream Partners, L.P. | 398,552 | $4.64M | 0.16% | +271,831+214.5% | Added |
| Schonfeld Strategic Advisors LLC | 395,185 | $4.60M | 0.03% | +267,741+210.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 385,831 | $4.49M | 0.05% | +4,677+1.2% | Added |
| Anderson Hoagland & Co | 445,977 | $4.24M | 0.50% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 356,808 | $4.15M | 0.02% | −27,820−7.2% | Reduced |
| Ensign Peak Advisors, Inc | 352,798 | $4.10M | 0.01% | 00.0% | Unchanged |
| Victory Capital Management Inc | 352,482 | $4.10M | 0.00% | +89,503+34.0% | Added |
| PEAK6 LLC | 345,822 | $4.02M | 0.16% | +227,790+193.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 338,841 | $3.94M | 0.01% | +338,841 | New |
| Reynders McVeigh Capital Management, LLC | 335,606 | $3.90M | 0.22% | +128,967+62.4% | Added |
| Wolverine Trading, LLC | 324,064 | $3.84M | 0.12% | +236,492+270.1% | Added |
| CSS LLC | 330,019 | $3.84M | 0.27% | −8,194−2.4% | Reduced |
| Public Employees Retirement System of Ohio | 328,929 | $3.83M | 0.01% | −34,280−9.4% | Reduced |
| Algert Global LLC | 321,447 | $3.74M | 0.09% | +11,080+3.6% | Added |
| Federation des caisses Desjardins du Quebec | 319,187 | $3.71M | 0.02% | +29,030+10.0% | Added |
| Canada Pension Plan Investment Board | 316,100 | $3.68M | 0.00% | +316,100 | New |
| AlphaStar Capital Management, LLC | 315,733 | $3.67M | 0.37% | +16,287+5.4% | Added |
| Colony Group, LLC | 314,342 | $3.66M | 0.01% | +12,831+4.3% | Added |
| Jones Financial Companies LLLP | 304,137 | $3.60M | 0.00% | +87,076+40.1% | Added |
| Old Second National Bank of Aurora | 306,173 | $3.56M | 0.84% | −2,970−1.0% | Reduced |
| Walleye Capital LLC | 297,654 | $3.46M | 0.04% | −60,236−16.8% | Reduced |
| Well Done, LLC | 224,000 | $3.45M | 0.63% | −580−0.3% | Reduced |
| American Century Companies Inc | 296,556 | $3.45M | 0.00% | +7,358+2.5% | Added |
| Arizona State Retirement System | 295,701 | $3.44M | 0.02% | +1,907+0.6% | Added |
| CAPROCK Group, Inc. | 290,362 | $3.38M | 0.10% | −40,312−12.2% | Reduced |
| Estate Counselors, LLC | 286,025 | $3.33M | 0.34% | +286,025 | New |
| Private Advisor Group, LLC | 278,786 | $3.24M | 0.02% | +1,242+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 276,612 | $3.22M | 0.01% | −278−0.1% | Reduced |
| MML Investors Services, LLC | 269,019 | $3.13M | 0.01% | −939,041−77.7% | Reduced |
| Jain Global LLC | 266,532 | $3.10M | 0.06% | +141,386+113.0% | Added |
| Summit Trail Advisors, LLC | 265,947 | $3.09M | 0.10% | −11,588−4.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 258,649 | $3.01M | 0.01% | −18,744−6.8% | Reduced |
| Great West Life Assurance Co | 248,552 | $2.90M | 0.01% | +17,859+7.7% | Added |
| PDT Partners, LLC | 248,690 | $2.89M | 0.21% | −41,867−14.4% | Reduced |
| Teacher Retirement System of Texas | 247,693 | $2.88M | 0.01% | +65,854+36.2% | Added |
| Quantitative Investment Management, LLC | 246,139 | $2.86M | 0.26% | +246,139 | New |
| Handelsbanken Fonder AB | 245,100 | $2.85M | 0.01% | −7,000−2.8% | Reduced |
| Oppenheimer & Co Inc | 242,154 | $2.82M | 0.04% | −123,285−33.7% | Reduced |
| QRG Capital Management, Inc. | 236,615 | $2.75M | 0.03% | −44,176−15.7% | Reduced |
| Simplicity Wealth,LLC | 229,303 | $2.67M | 0.21% | +229,303 | New |
| Firethorn Wealth Partners, LLC | 229,008 | $2.66M | 1.27% | +28,692+14.3% | Added |
| KLP Kapitalforvaltning AS | 209,100 | $2.43M | 0.01% | +4,100+2.0% | Added |
| Mercer Global Advisors Inc | 205,302 | $2.39M | 0.01% | +32,318+18.7% | Added |
| Atria Wealth Solutions, Inc. | 203,504 | $2.37M | 0.03% | −96,390−32.1% | Reduced |
| Dark Forest Capital Management LP | 201,453 | $2.34M | 0.11% | +201,453 | New |
| Prentice Capital Management, LP | 199,581 | $2.32M | 4.06% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 197,124 | $2.29M | 0.24% | +176,809+870.3% | Added |
| Jump Financial, LLC | 195,727 | $2.28M | 0.03% | −661,988−77.2% | Reduced |
| GWM Advisors LLC | 195,360 | $2.27M | 0.01% | +31,360+19.1% | Added |
| EP Wealth Advisors, LLC | 192,811 | $2.24M | 0.02% | −93,650−32.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 191,300 | $2.22M | 0.58% | +173,000+945.4% | Added |
| Voya Investment Management LLC | 184,665 | $2.15M | 0.00% | +2,186+1.2% | Added |
| HighTower Advisors, LLC | 184,483 | $2.15M | 0.00% | −17,869−8.8% | Reduced |
| Intech Investment Management LLC | 180,798 | $2.10M | 0.02% | +20,056+12.5% | Added |
| Pathstone Holdings, LLC | 183,190 | $2.10M | 0.01% | −689−0.4% | Reduced |
| Utah Retirement Systems | 175,300 | $2.04M | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 173,739 | $2.02M | 0.05% | +80,758+86.9% | Added |
| Norris Financial Group, LLC | 172,182 | $2.00M | 0.93% | −87,170−33.6% | Reduced |
| RFG Advisory, LLC | 171,398 | $1.99M | 0.05% | +129,467+308.8% | Added |
| Bridgeway Capital Management, LLC | 170,800 | $1.99M | 0.05% | +170,800 | New |
| Mark Asset Management LP | 170,000 | $1.98M | 0.30% | −350,513−67.3% | Reduced |
| SEI Investments Co | 167,210 | $1.94M | 0.00% | +104,004+164.5% | Added |
| Pictet Asset Management Holding SA | 163,170 | $1.90M | 0.00% | +15,712+10.7% | Added |
| Independent Financial Group, LLC | 161,741 | $1.88M | 0.06% | −26,879−14.3% | Reduced |
| Van Eck Associates Corp | 161,323 | $1.88M | 0.00% | +12,613+8.5% | Added |
| Warm Springs Advisors Inc. | 160,000 | $1.86M | 1.87% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 156,465 | $1.82M | 0.01% | +21,590+16.0% | Added |
| Mfg Wealth Management, Inc. | 156,277 | $1.82M | 1.74% | +33,887+27.7% | Added |
| Wealthfront Advisers LLC | 151,800 | $1.77M | 0.00% | +27,456+22.1% | Added |
| Consolidated Investment Group LLC | 151,085 | $1.76M | 0.27% | +13,085+9.5% | Added |
| Kestra Advisory Services, LLC | 150,543 | $1.75M | 0.01% | −5,985−3.8% | Reduced |
| CMG Global Holdings, LLC | 140,389 | $1.73M | 1.13% | +61,443+77.8% | Added |
| Rakuten Securities, Inc. | 148,461 | $1.73M | 0.87% | +59,494+66.9% | Added |
| Vontobel Holding Ltd. | 147,955 | $1.72M | 0.01% | +45,594+44.5% | Added |
| Janney Montgomery Scott LLC | 147,931 | $1.72M | 0.00% | +22,187+17.6% | Added |
| Burney Co | 146,579 | $1.70M | 0.06% | +44,900+44.2% | Added |
| Nisa Investment Advisors, LLC | 141,700 | $1.65M | 0.01% | 00.0% | Unchanged |
| Belmont Capital, LLC | 140,000 | $1.63M | 0.29% | −102,350−42.2% | Reduced |
| LM Advisors LLC | 139,627 | $1.62M | 0.29% | +11,822+9.3% | Added |
| Northwestern Mutual Wealth Management Co | 137,510 | $1.60M | 0.00% | −52,729−27.7% | Reduced |
| Acorn Financial Advisory Services Inc | 135,089 | $1.57M | 0.28% | −6,296−4.5% | Reduced |
| Beacon Pointe Advisors, LLC | 131,729 | $1.53M | 0.02% | −42,145−24.2% | Reduced |
| Axq Capital, LP | 130,434 | $1.52M | 0.61% | +100,791+340.0% | Added |
| Quantinno Capital Management LP | 130,023 | $1.51M | 0.01% | +36,274+38.7% | Added |
| Virginia Retirement Systems Et Al | 127,895 | $1.49M | 0.01% | +127,895 | New |
| Creative Planning | 125,863 | $1.46M | 0.00% | +43,570+52.9% | Added |
| Intellus Advisors LLC | 125,433 | $1.46M | 0.25% | −789−0.6% | Reduced |
| Pegasus Asset Management, Inc. | 123,887 | $1.44M | 0.58% | +9,499+8.3% | Added |
| Nations Financial Group Inc, | 123,502 | $1.44M | 0.11% | −172,670−58.3% | Reduced |
| GatePass Capital, LLC | 122,500 | $1.42M | 1.07% | +21,500+21.3% | Added |
| Alliance Wealth Advisors, LLC | 122,088 | $1.42M | 0.37% | −300−0.2% | Reduced |
| D.A. Davidson & Co. | 121,330 | $1.41M | 0.01% | +12,322+11.3% | Added |