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 |
|---|---|---|---|---|---|
| Miller Financial Services LLC | 117,866 | $1.37M | 1.97% | +362+0.3% | Added |
| Oak Thistle LLC | 116,901 | $1.36M | 0.27% | +91,176+354.4% | Added |
| Capital Advisors Wealth Management, LLC | 110,702 | $1.29M | 0.23% | −1,185−1.1% | Reduced |
| CI Private Wealth, LLC | 103,222 | $1.20M | 0.00% | +15,604+17.8% | Added |
| Options Solutions, LLC | 102,725 | $1.19M | 0.57% | −9,193−8.2% | Reduced |
| Public Employees Retirement Association of Colorado | 102,103 | $1.19M | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 101,023 | $1.17M | 0.34% | +100,984+258,933.3% | Added |
| Perennial Investment Advisors, LLC | 100,717 | $1.17M | 0.13% | −1,290−1.3% | Reduced |
| Truist Financial Corp | 98,778 | $1.15M | 0.00% | −192−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 98,177 | $1.14M | 0.01% | +11,689+13.5% | Added |
| Fiduciary Alliance LLC | 96,944 | $1.13M | 0.11% | +96,944 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 96,972 | $1.12M | 0.01% | +96,972 | New |
| Kemnay Advisory Services Inc. | 94,356 | $1.10M | 0.21% | +94,356 | New |
| Highview Capital Management LLC | 93,573 | $1.09M | 0.46% | +18,791+25.1% | Added |
| Apollon Wealth Management, LLC | 92,974 | $1.08M | 0.02% | +30,960+49.9% | Added |
| Slow Capital, Inc. | 92,554 | $1.08M | 0.14% | +92,554 | New |
| Virtu Financial LLC | 92,312 | $1.07M | 0.06% | +2,882+3.2% | Added |
| Russell Investments Group, Ltd. | 92,343 | $1.07M | 0.00% | +39,779+75.7% | Added |
| IFP Advisors, Inc | 91,642 | $1.07M | 0.03% | −11,919−11.5% | Reduced |
| Quantessence Capital LLC | 88,605 | $1.03M | 0.26% | +36,579+70.3% | Added |
| Highland Capital Management, LLC | 88,155 | $1.03M | 0.06% | +88,155 | New |
| Stratos Wealth Partners, LTD. | 86,952 | $1.01M | 0.02% | +204+0.2% | Added |
| HighPoint Advisor Group LLC | 74,166 | $984.2K | 0.06% | −795−1.1% | Reduced |
| STRS Ohio | 84,598 | $983.9K | 0.00% | +9,825+13.1% | Added |
| Miracle Mile Advisors, LLC | 84,518 | $982.9K | 0.02% | −9,913−10.5% | Reduced |
| Grange Capital, LLC | 84,062 | $977.6K | 1.14% | −45,773−35.3% | Reduced |
| Spire Wealth Management | 83,361 | $969.5K | 0.03% | +3,985+5.0% | Added |
| Occudo Quantitative Strategies LP | 81,416 | $964.8K | 0.13% | +81,416 | New |
| CWM, LLC | 82,399 | $958.0K | 0.00% | +1,613+2.0% | Added |
| Matisse Capital | 81,045 | $942.6K | 0.50% | −775−0.9% | Reduced |
| Avantax Advisory Services, Inc. | 80,444 | $935.6K | 0.01% | +5,688+7.6% | Added |
| Deutsche Bank AG | 80,296 | $933.8K | 0.00% | −636,847−88.8% | Reduced |
| Teamwork Financial Advisors, LLC | 80,250 | $933.3K | 0.13% | +80,250 | New |
| Danske Bank A/S | 80,108 | $931.7K | 0.00% | +18,812+30.7% | Added |
| Numerai GP LLC | 78,774 | $916.1K | 0.17% | +78,774 | New |
| Jaffetilchin Investment Partners, LLC | 78,727 | $915.6K | 0.07% | +407+0.5% | Added |
| Baird Financial Group, Inc. | 78,685 | $915.1K | 0.00% | −2,152−2.7% | Reduced |
| Virtue Capital Management, LLC | 78,033 | $908.3K | 0.11% | +14,292+22.4% | Added |
| Prospera Financial Services Inc | 77,366 | $899.7K | 0.02% | +6,391+9.0% | Added |
| Kovack Advisors, Inc. | 77,060 | $896.2K | 0.09% | +11,423+17.4% | Added |
| Centiva Capital, LP | 76,435 | $888.9K | 0.05% | −57,487−42.9% | Reduced |
| Toroso Investments, LLC | 75,407 | $877.0K | 0.01% | −110,270−59.4% | Reduced |
| Cookson Peirce & Co Inc | 74,829 | $870.3K | 0.04% | +35,432+89.9% | Added |
| Triumph Capital Management | 74,407 | $865.4K | 0.29% | +4,961+7.1% | Added |
| Nomura Holdings Inc | 74,303 | $864.1K | 0.00% | +58,705+376.4% | Added |
| Xcel Wealth Management, LLC | 73,400 | $853.6K | 0.27% | +1,680+2.3% | Added |
| Tradition Wealth Management, LLC | 73,011 | $849.1K | 0.07% | +9,946+15.8% | Added |
| Portman Square Capital LLP | 72,526 | $843.5K | 0.12% | +72,526 | New |
| Strategic Advocates LLC | 72,482 | $843.0K | 0.29% | +210+0.3% | Added |
| Caption Management, LLC | 71,500 | $831.5K | 0.04% | +71,500 | New |
| Harbour Investments, Inc. | 70,580 | $820.8K | 0.02% | +2,463+3.6% | Added |
| Envestnet Asset Management Inc | 69,718 | $810.8K | 0.00% | −59,676−46.1% | Reduced |
| Clarus Wealth Advisors | 70,935 | $808.0K | 0.43% | +70,935 | New |
| Sanctuary Advisors, LLC | 69,187 | $804.6K | 0.01% | +31,553+83.8% | Added |
| Xponance, Inc. | 68,466 | $796.3K | 0.01% | +3,925+6.1% | Added |
| Aigen Investment Management, LP | 67,873 | $789.4K | 0.13% | +49,797+275.5% | Added |
| Prudential Financial Inc | 67,610 | $786.3K | 0.00% | +15,136+28.8% | Added |
| Alta Wealth Advisors LLC | 67,219 | $781.8K | 0.36% | −3,500−4.9% | Reduced |
| River Street Advisors LLC | 67,202 | $781.6K | 0.39% | +4,179+6.6% | Added |
| JustInvest LLC | 66,249 | $770.5K | 0.01% | +2,517+3.9% | Added |
| Solidarilty Wealth, LLC | 65,661 | $763.6K | 0.19% | 00.0% | Unchanged |
| Kennedy Investment Group | 64,900 | $754.8K | 0.35% | −5,300−7.5% | Reduced |
| Laird Norton Trust Company, LLC | 64,495 | $750.1K | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 63,404 | $737.4K | 0.03% | +1,092+1.8% | Added |
| 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 |
| Hudock, Inc. | 63,033 | $733.1K | 0.13% | −3,881−5.8% | Reduced |
| Brookstone Capital Management | 62,012 | $721.2K | 0.01% | −1,125−1.8% | Reduced |
| Midwest Professional Planners, LTD. | 61,777 | $718.5K | 0.22% | +7,499+13.8% | Added |
| Blair William & Co | 61,726 | $717.9K | 0.00% | +36,496+144.7% | Added |
| Kestra Private Wealth Services, LLC | 59,756 | $695.0K | 0.01% | +42,575+247.8% | Added |
| Amalgamated Bank | 59,068 | $687.0K | 0.01% | +2,051+3.6% | Added |
| San Luis Wealth Advisors LLC | 59,716 | $685.0K | 0.15% | −618−1.0% | Reduced |
| Nwam LLC | 58,658 | $682.2K | 0.06% | +14,023+31.4% | Added |
| BluePath Capital Management, LLC | 58,420 | $679.4K | 0.71% | +58,420 | New |
| Manufacturers Life Insurance Company, The | 58,324 | $678.3K | 0.00% | −161,394−73.5% | Reduced |
| M&T Bank Corp | 58,186 | $676.8K | 0.00% | +5,274+10.0% | Added |
| Principal Financial Group Inc | 55,371 | $644.0K | 0.00% | −5,410−8.9% | Reduced |
| Pinnacle Associates Ltd | 55,313 | $643.3K | 0.01% | +13,140+31.2% | Added |
| Lakeshore Financial Planning, Inc. | 53,715 | $624.7K | 0.26% | −16,000−23.0% | Reduced |
| Advisory Services Network, LLC | 53,285 | $619.7K | 0.01% | +2,460+4.8% | Added |
| Sterling Capital Management LLC | 50,553 | $587.9K | 0.01% | −4,973−9.0% | Reduced |
| Integrated Advisors Network LLC | 50,524 | $587.6K | 0.03% | +750+1.5% | Added |
| Carolinas Wealth Consulting LLC | 50,000 | $581.5K | 0.13% | +25,000+100.0% | Added |
| Keystone Financial Services, LLC | 49,902 | $580.4K | 0.49% | +32,046+179.5% | Added |
| Maryland State Retirement & Pension System | 49,415 | $574.7K | 0.01% | −9,487−16.1% | Reduced |
| Means Investment Co., Inc. | 48,338 | $562.2K | 0.06% | −2,714−5.3% | Reduced |
| Davenport & Co LLC | 48,187 | $560.4K | 0.00% | −3,898−7.5% | Reduced |
| CIBC Private Wealth Group, LLC | 57,852 | $549.6K | 0.00% | −2,682−4.4% | Reduced |
| Bayesian Capital Management, LP | 47,202 | $549.0K | 0.09% | +47,202 | New |
| Pathway Financial Advisers, LLC | 46,782 | $544.1K | 0.19% | −1,715−3.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 46,049 | $535.5K | 0.00% | +19,236+71.7% | Added |
| Illinois Municipal Retirement Fund | 45,512 | $529.3K | 0.01% | +45,512 | New |
| Neuberger Berman Group LLC | 45,143 | $525.0K | 0.00% | +241+0.5% | Added |
| Sigma Planning Corp | 45,036 | $523.8K | 0.02% | +1,634+3.8% | Added |
| KBC Group NV | 44,734 | $520.0K | 0.00% | +4,019+9.9% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $505.8K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 42,386 | $492.9K | 0.00% | +11,031+35.2% | Added |
| Bayforest Capital Ltd | 42,130 | $490.0K | 0.21% | +42,130 | New |
| GF Fund Management Co. Ltd. | 41,704 | $485.0K | 0.01% | +41,704 | New |