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 |
|---|---|---|---|---|---|
| SLT Holdings LLC | 17,713 | $206.0K | 0.19% | +3,550+25.1% | Added |
| Adams Wealth Management | 17,333 | $200.9K | 0.04% | +17,333 | New |
| CacheTech Inc. | 17,333 | $200.9K | 0.04% | +17,333 | New |
| Verus Capital Partners, LLC | 17,190 | $199.9K | 0.02% | −2,190−11.3% | Reduced |
| CIBC World Markets Inc. | 17,074 | $198.6K | 0.00% | −146−0.8% | Reduced |
| HSBC Holdings PLC | 17,105 | $196.7K | 0.00% | +4,100+31.5% | Added |
| Bensler, LLC | 16,850 | $196.0K | 0.02% | −290−1.7% | Reduced |
| Sig Brokerage, LP | 16,798 | $195.4K | 0.06% | +16,798 | New |
| Cooper Financial Group | 16,775 | $195.1K | 0.03% | +369+2.2% | Added |
| Clay Northam Wealth Management, LLC | 16,665 | $193.8K | 0.14% | +1,329+8.7% | Added |
| SCS Capital Management LLC | 16,601 | $193.1K | 0.00% | +16,601 | New |
| Albion Financial Group | 16,415 | $190.9K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 16,358 | $190.2K | 0.01% | −85,837−84.0% | Reduced |
| Truefg, LLC | 16,300 | $189.6K | 0.06% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,202 | $188.4K | 0.03% | 00.0% | Unchanged |
| Credit Agricole S A | 16,188 | $188.3K | 0.00% | +16,188 | New |
| Independent Wealth Network Inc. | 16,116 | $187.4K | 0.07% | −5,648−26.0% | Reduced |
| Integrity Alliance, LLC. | 16,109 | $187.3K | 0.01% | +16,109 | New |
| RSM US Wealth Management LLC | 16,064 | $186.8K | 0.00% | −3,789−19.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 15,999 | $186.1K | 0.01% | −5,936−27.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,933 | $185.3K | 0.01% | +3,437+27.5% | Added |
| Swiss Life Asset Management Ltd | 15,920 | $185.2K | 0.00% | +1,228+8.4% | Added |
| Northwest Wealth Management, LLC | 15,900 | $184.9K | 0.04% | +301+1.9% | Added |
| Mayfair Advisory Group, LLC | 15,685 | $182.4K | 0.11% | +3,050+24.1% | Added |
| Burr Financial Services, LLC | 15,580 | $181.2K | 0.14% | +1,490+10.6% | Added |
| Sequoia Financial Advisors, LLC | 15,544 | $180.8K | 0.00% | +15,544 | New |
| USAdvisors Wealth Management, LLC | 15,500 | $180.0K | 0.06% | +15,500 | New |
| Hilltop Holdings Inc. | 15,461 | $179.8K | 0.01% | +1,312+9.3% | Added |
| Great Valley Advisor Group, Inc. | 15,354 | $178.6K | 0.00% | −8,026−34.3% | Reduced |
| Hobbs Group Advisors, LLC | 15,339 | $178.4K | 0.07% | −33,661−68.7% | Reduced |
| Rathbone Brothers plc | 15,167 | $176.4K | 0.00% | +15,167 | New |
| Garden State Investment Advisory Services LLC | 15,155 | $176.3K | 0.06% | +1,330+9.6% | Added |
| Fullcircle Wealth LLC | 13,300 | $175.6K | 0.07% | −600−4.3% | Reduced |
| Tucker Asset Management LLC | 15,079 | $175.4K | 0.06% | +769+5.4% | Added |
| Gotham Asset Management, LLC | 14,991 | $174.3K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 14,959 | $174.0K | 0.01% | +14,959 | New |
| Financial Advisory Service, Inc. | 14,820 | $172.4K | 0.01% | −1,000−6.3% | Reduced |
| NorthRock Partners, LLC | 14,773 | $171.8K | 0.01% | +14,773 | New |
| Axim Planning & Wealth | 14,650 | $170.4K | 0.15% | −4,662−24.1% | Reduced |
| Ballentine Partners, LLC | 14,648 | $170.4K | 0.00% | +1,497+11.4% | Added |
| Quarry LP | 14,626 | $170.1K | 0.04% | +11,530+372.4% | Added |
| Avestar Capital, LLC | 14,582 | $169.6K | 0.02% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 14,511 | $168.8K | 0.01% | −9,402−39.3% | Reduced |
| Smith Anglin Financial, LLC | 14,450 | $168.1K | 0.02% | −50−0.3% | Reduced |
| Cassaday & Co Wealth Management LLC | 14,400 | $167.5K | 0.00% | −5,500−27.6% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,339 | $166.8K | 0.01% | +842+6.2% | Added |
| Park Avenue Securities LLC | 14,122 | $164.0K | 0.00% | +126+0.9% | Added |
| Key Client Fiduciary Advisors, LLC | 14,092 | $163.9K | 0.08% | +1,445+11.4% | Added |
| CoreCap Advisors, LLC | 13,932 | $162.0K | 0.01% | −2,957−17.5% | Reduced |
| National Asset Management, Inc. | 13,914 | $161.8K | 0.00% | +370+2.7% | Added |
| Old National Bancorp | 13,903 | $161.7K | 0.00% | +310+2.3% | Added |
| Global Financial Private Client, LLC | 13,806 | $160.6K | 0.06% | −90−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 13,632 | $158.5K | 0.01% | +13,632 | New |
| Worth Financial Advisory Group, LLC | 13,610 | $158.3K | 0.10% | 00.0% | Unchanged |
| BIT Capital GmbH | 13,551 | $157.6K | 0.02% | +13,551 | New |
| Future Financial Wealth Managment LLC | 13,500 | $157.0K | 0.12% | 00.0% | Unchanged |
| Capital Advisors Inc | 13,361 | $155.4K | 0.00% | +110+0.8% | Added |
| Avion Wealth | 10,124 | $155.0K | 0.04% | 00.0% | Unchanged |
| State of Wyoming | 13,303 | $154.7K | 0.02% | +13,303 | New |
| Comerica Bank | 13,200 | $153.5K | 0.00% | −8,641−39.6% | Reduced |
| Yousif Capital Management, LLC | 13,129 | $152.7K | 0.00% | +693+5.6% | Added |
| Keystone Financial Services | 13,086 | $152.2K | 0.06% | −79−0.6% | Reduced |
| Focused Wealth Management, Inc | 12,949 | $150.6K | 0.02% | +12,949 | New |
| Hartline Investment Corp | 12,893 | $149.9K | 0.02% | +2,586+25.1% | Added |
| Allianz SE | 12,670 | $147.4K | 0.00% | +12,670 | New |
| Fermata Advisors, LLC | 12,485 | $145.2K | 0.03% | 00.0% | Unchanged |
| Ring Mountain Capital, LLC | 12,395 | $144.2K | 0.11% | +2,066+20.0% | Added |
| Guggenheim Capital LLC | 12,359 | $143.7K | 0.00% | +12,359 | New |
| Tower Research Capital LLC (TRC) | 12,285 | $142.9K | 0.00% | −7,358−37.5% | Reduced |
| Prostatis Group LLC | 12,261 | $142.6K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,025 | $142.0K | 0.00% | +11,025 | New |
| Rosenberg Matthew Hamilton | 12,026 | $139.9K | 0.04% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 12,000 | $139.6K | 0.03% | −2,000−14.3% | Reduced |
| Platform Technology Partners | 12,000 | $139.6K | 0.04% | +1,967+19.6% | Added |
| Prasad Wealth Partners, LLC | 11,812 | $137.4K | 0.04% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 11,665 | $135.7K | 0.01% | +11,665 | New |
| Paradigm Financial Partners, LLC | 11,653 | $135.5K | 0.02% | +1,255+12.1% | Added |
| Gilliland Jeter Wealth Management LLC | 11,500 | $133.7K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 11,486 | $133.6K | 0.01% | −1,401−10.9% | Reduced |
| Geneos Wealth Management Inc. | 11,419 | $132.8K | 0.00% | −136−1.2% | Reduced |
| M1 Capital Management LLC | 11,400 | $132.6K | 0.08% | +11,400 | New |
| Principal Securities, Inc. | 8,587 | $132.2K | 0.00% | 00.0% | Unchanged |
| Compass Capital Corp | 11,260 | $130.9K | 0.07% | +1,260+12.6% | Added |
| Prosperity Wealth Management, Inc. | 11,225 | $130.5K | 0.06% | −9,825−46.7% | Reduced |
| Franklin Resources Inc | 11,200 | $130.3K | 0.00% | +11,200 | New |
| Advisors Management Group Inc | 11,163 | $130.0K | 0.03% | −100−0.9% | Reduced |
| Centaurus Financial, Inc. | 11,157 | $130.0K | 0.01% | −44−0.4% | Reduced |
| Caxton Associates LLP | 11,132 | $129.5K | 0.00% | +11,132 | New |
| Change Path, LLC | 11,011 | $128.1K | 0.00% | −1,170−9.6% | Reduced |
| KLCM Advisors, Inc. | 11,000 | $127.9K | 0.01% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 11,000 | $127.9K | 0.00% | +11,000 | New |
| Horizon Wealth Management, LLC | 10,980 | $127.7K | 0.02% | +10,980 | New |
| Diversified Trust Co | 10,938 | $127.2K | 0.00% | +10,938 | New |
| Visionary Wealth Advisors | 10,853 | $126.2K | 0.01% | −43−0.4% | Reduced |
| Coldstream Capital Management Inc | 10,757 | $125.1K | 0.00% | −3,934−26.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 10,700 | $124.4K | 0.02% | +200+1.9% | Added |
| Panoramic Investment Advisors, LLC | 10,650 | $123.9K | 0.08% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 10,646 | $123.8K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,612 | $123.4K | 0.02% | +10,612 | New |
| Cigna Investments Inc | 10,578 | $123.0K | 0.02% | 00.0% | Unchanged |