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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 41,397 | $481.4K | 0.01% | −49−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 41,277 | $480.1K | 0.00% | +3,497+9.3% | Added |
| Fox Run Management, L.L.C. | 40,707 | $473.4K | 0.07% | +40,707 | New |
| Drive Wealth Management, LLC | 39,983 | $465.0K | 0.11% | +428+1.1% | Added |
| Perigon Wealth Management, LLC | 39,347 | $457.6K | 0.01% | −960−2.4% | 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 |
| Equitable Holdings, Inc. | 38,525 | $448.0K | 0.00% | −5,064−11.6% | Reduced |
| Gladstone Institutional Advisory LLC | 38,037 | $442.4K | 0.02% | −290−0.8% | Reduced |
| CMT Capital Markets Trading GmbH | 36,625 | $426.0K | 0.18% | +36,625 | New |
| Captrust Financial Advisors | 36,353 | $422.8K | 0.00% | −2,100−5.5% | Reduced |
| PFG Investments, LLC | 36,225 | $421.3K | 0.03% | −11,400−23.9% | Reduced |
| McGuire Investment Group, LLC | 35,950 | $418.1K | 0.06% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 35,867 | $417.1K | 0.06% | +18,836+110.6% | Added |
| Allianz Asset Management GmbH | 35,846 | $416.9K | 0.00% | −3,754−9.5% | Reduced |
| Allworth Financial LP | 32,780 | $403.5K | 0.00% | −57,476−63.7% | Reduced |
| Capital Performance Advisors LLP | 34,047 | $396.0K | 0.09% | +34,047 | New |
| Level Four Advisory Services, LLC | 33,855 | $393.7K | 0.02% | −5,375−13.7% | Reduced |
| Archford Capital Strategies, LLC | 33,765 | $392.7K | 0.06% | −40.0% | Reduced |
| Valeo Financial Advisors, LLC | 33,749 | $392.5K | 0.01% | +3,219+10.5% | Added |
| Sherbrooke Park Advisers LLC | 33,165 | $385.7K | 0.18% | +33,165 | New |
| Umb Bank N A | 33,155 | $385.6K | 0.01% | −7,489−18.4% | Reduced |
| Empowered Funds, LLC | 33,126 | $385.3K | 0.01% | +1,631+5.2% | Added |
| Everence Capital Management Inc | 32,360 | $376.0K | 0.03% | 00.0% | Unchanged |
| Aldebaran Financial Inc. | 31,625 | $367.8K | 0.45% | −215−0.7% | Reduced |
| Moseley Investment Management Inc | 31,486 | $366.2K | 0.14% | +450+1.4% | Added |
| Fortis Advisors, LLC | 31,300 | $364.0K | 0.24% | −13,250−29.7% | Reduced |
| Jefferies Financial Group Inc. | 31,040 | $361.0K | 0.01% | −44,529−58.9% | Reduced |
| TCG Advisory Services, LLC | 30,913 | $359.5K | 0.01% | +1,138+3.8% | Added |
| Creekmur Asset Management LLC | 30,840 | $358.7K | 0.08% | +2,125+7.4% | Added |
| CIBC Asset Management Inc | 30,558 | $355.4K | 0.00% | +561+1.9% | Added |
| Cannon Global Investment Management, LLC | 30,000 | $348.9K | 0.96% | −5,000−14.3% | Reduced |
| Resources Investment Advisors, LLC. | 29,971 | $348.6K | 0.00% | +5,292+21.4% | Added |
| Aptus Capital Advisors, LLC | 29,970 | $348.6K | 0.00% | −3,526−10.5% | Reduced |
| Freestone Capital Holdings, LLC | 29,961 | $348.4K | 0.01% | −16,758−35.9% | Reduced |
| Boothbay Fund Management, LLC | 29,955 | $348.4K | 0.01% | +29,955 | New |
| Lauer Wealth, LLC | 25,057 | $332.5K | 0.26% | −26,100−51.0% | Reduced |
| Hexagon Capital Partners LLC | 28,421 | $330.5K | 0.06% | −2,565−8.3% | Reduced |
| The PNC Financial Services Group, Inc. | 27,993 | $325.6K | 0.00% | +3,980+16.6% | Added |
| XTX Topco Ltd | 27,956 | $325.1K | 0.02% | +4,305+18.2% | Added |
| Soltis Investment Advisors LLC | 27,935 | $324.9K | 0.03% | −15,945−36.3% | Reduced |
| Greenwood Capital Associates LLC | 27,929 | $324.8K | 0.04% | +27,929 | New |
| Mayflower Financial Advisors, LLC | 27,315 | $317.7K | 0.05% | +13,750+101.4% | Added |
| Pallas Capital Advisors LLC | 27,241 | $316.8K | 0.01% | −2,960−9.8% | Reduced |
| Mach-1 Financial Group, Inc. | 27,168 | $316.0K | 0.09% | +27,168 | New |
| Hourglass Capital, LLC | 27,000 | $314.0K | 0.08% | −13,000−32.5% | Reduced |
| Independent Advisor Alliance | 26,800 | $311.7K | 0.01% | +9,614+55.9% | Added |
| MetLife Investment Management | 26,553 | $308.8K | 0.00% | +616+2.4% | Added |
| Gainplan LLC | 26,193 | $304.6K | 0.20% | +26,193 | New |
| Coordinated Financial Services, Inc. | 25,700 | $298.9K | 0.23% | +25,700 | New |
| Steel Peak Wealth Management LLC | 25,677 | $298.6K | 0.01% | −7,382−22.3% | Reduced |
| Atomi Financial Group, Inc. | 25,664 | $298.5K | 0.01% | +4,444+20.9% | Added |
| Armstrong, Fleming & Moore, Inc | 25,575 | $297.4K | 0.36% | +25,575 | New |
| Wiley Bros.-Aintree Capital, LLC | 24,913 | $295.2K | 0.00% | +6,200+33.1% | Added |
| Founders Financial Securities LLC | 22,272 | $294.0K | 0.02% | −5,500−19.8% | Reduced |
| Vident Advisory, LLC | 25,191 | $293.0K | 0.00% | +12,332+95.9% | Added |
| Emergent Wealth Advisors, LLC | 25,147 | $292.5K | 0.21% | +13,567+117.2% | Added |
| Freestone Grove Partners LP | 25,109 | $292.0K | 0.00% | +25,109 | New |
| Brown Advisory Inc | 24,773 | $288.1K | 0.00% | +24,773 | New |
| Stratos Wealth Advisors, LLC | 24,580 | $285.9K | 0.02% | +396+1.6% | Added |
| Manchester Financial Inc | 24,406 | $283.8K | 0.06% | +1,000+4.3% | Added |
| Steward Partners Investment Advisory, LLC | 24,248 | $282.0K | 0.00% | −823−3.3% | Reduced |
| Buckingham Strategic Partners | 24,225 | $281.8K | 0.00% | +3,667+17.8% | Added |
| Accuvest Global Advisors | 24,132 | $281.0K | 0.24% | +24,132 | New |
| Prime Capital Investment Advisors, LLC | 23,940 | $278.4K | 0.00% | +23,940 | New |
| Pensionmark Financial Group, LLC | 23,818 | $277.0K | 0.01% | +1,488+6.7% | Added |
| J.W. Cole Advisors, Inc. | 23,496 | $273.3K | 0.01% | +11,454+95.1% | Added |
| Stifel Financial Corp | 22,797 | $265.1K | 0.00% | −39,749−63.6% | Reduced |
| Calton & Associates, Inc. | 22,601 | $262.9K | 0.06% | +4,751+26.6% | Added |
| Sowell Financial Services LLC | 22,293 | $259.3K | 0.01% | +22,293 | New |
| Greenland Capital Management LP | 22,120 | $257.3K | 0.04% | +22,120 | New |
| Probity Advisors, Inc. | 22,091 | $256.9K | 0.05% | −834−3.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 22,059 | $256.5K | 0.06% | −4,668−17.5% | Reduced |
| one8zero8, LLC | 22,050 | $256.4K | 0.06% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 21,960 | $255.4K | 0.01% | −17−0.1% | Reduced |
| Versor Investments LP | 21,900 | $254.7K | 0.04% | +21,900 | New |
| National Bank of Canada | 21,853 | $253.9K | 0.00% | −7,825−26.4% | Reduced |
| Foundations Investment Advisors, LLC | 21,700 | $252.4K | 0.00% | +4,225+24.2% | Added |
| Carnegie Lake Advisors LLC | 21,700 | $252.0K | 0.10% | +600+2.8% | Added |
| Meeder Asset Management Inc | 21,631 | $251.6K | 0.02% | +516+2.4% | Added |
| Wealthspan Partners, LLC | 21,611 | $251.3K | 0.12% | +1,850+9.4% | Added |
| Signaturefd, LLC | 21,476 | $249.8K | 0.00% | +1,246+6.2% | Added |
| Diversify Wealth Management, LLC | 18,646 | $247.4K | 0.02% | +10.0% | Added |
| Concorde Asset Management, LLC | 21,230 | $241.8K | 0.13% | −1,860−8.1% | Reduced |
| Marshall Financial Group LLC | 20,776 | $241.6K | 0.05% | +716+3.6% | Added |
| Meeder Advisory Services, Inc. | 20,074 | $233.5K | 0.01% | +3,525+21.3% | Added |
| Belpointe Asset Management LLC | 19,287 | $224.3K | 0.01% | −15,726−44.9% | Reduced |
| Mainstay Capital Management LLC | 19,259 | $224.0K | 0.03% | +506+2.7% | Added |
| Traynor Capital Management, Inc. | 19,255 | $223.9K | 0.02% | −9,987−34.2% | Reduced |
| Wedmont Private Capital | 20,614 | $220.8K | 0.01% | +2,299+12.6% | Added |
| Evolution Wealth Advisors, LLC | 18,915 | $220.0K | 0.04% | +3,685+24.2% | Added |
| Newman Dignan & Sheerar, Inc. | 18,868 | $219.4K | 0.06% | +2,095+12.5% | Added |
| Pointe Capital Management LLC | 18,490 | $215.0K | 0.13% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 18,285 | $212.7K | 0.00% | −12,887−41.3% | Reduced |
| Motley Fool Asset Management LLC | 18,235 | $212.1K | 0.01% | +18,235 | New |
| AE Wealth Management LLC | 18,106 | $210.6K | 0.00% | +3,105+20.7% | Added |
| NWF Advisory Services Inc. | 18,100 | $210.5K | 0.03% | +18,100 | New |
| Global Assets Advisory, LLC | 19,355 | $209.8K | 0.04% | +19,355 | New |
| Leonteq Securities AG | 18,000 | $208.9K | 0.02% | −2,900−13.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 17,758 | $206.5K | 0.00% | −4,984−21.9% | Reduced |