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 |
|---|---|---|---|---|---|
| Jacobi Capital Management LLC | 10,565 | $122.9K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 10,540 | $122.6K | 0.00% | +10,540 | New |
| Quadcap Wealth Management, LLC | 10,321 | $120.0K | 0.02% | −16−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 10,202 | $118.6K | 0.01% | +37+0.4% | Added |
| United Capital Financial Advisers, LLC | 10,039 | $116.8K | 0.00% | +10,039 | New |
| Oak Harbor Wealth Partners, LLC | 10,000 | $116.3K | 0.03% | −1,000−9.1% | Reduced |
| Kellett Schaffner Wealth Advisors LLC | 10,000 | $116.3K | 0.08% | +10,000 | New |
| Corebridge Financial, Inc. | 9,050 | $105.3K | 0.00% | −218−2.4% | Reduced |
| Parallel Advisors, LLC | 8,754 | $101.8K | 0.00% | +1,420+19.4% | Added |
| South State Corp. | 8,561 | $99.6K | 0.00% | +231+2.8% | Added |
| GAMMA Investing LLC | 8,283 | $96.3K | 0.01% | +2,358+39.8% | Added |
| Asset Management One Co.,Ltd. | 8,114 | $94.4K | 0.00% | +2,880+55.0% | Added |
| Nemes Rush Group LLC | 7,888 | $91.7K | 0.01% | +450+6.1% | Added |
| NBC Securities, Inc. | 7,677 | $89.0K | 0.01% | +7,670+109,571.4% | Added |
| SRS Capital Advisors, Inc. | 7,539 | $87.7K | 0.01% | +2,480+49.0% | Added |
| Private Trust Co NA | 7,500 | $87.2K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 7,450 | $86.6K | 0.04% | −750−9.1% | Reduced |
| Skopos Labs, Inc. | 7,237 | $84.2K | 0.02% | +3,629+100.6% | Added |
| Huntington National Bank | 7,193 | $83.7K | 0.00% | +2,264+45.9% | Added |
| N.E.W. Advisory Services LLC | 7,174 | $83.4K | 0.01% | +7,174 | New |
| Vermillion & White Wealth Management Group, LLC | 7,000 | $81.4K | 0.06% | +1,000+16.7% | Added |
| Wolff Wiese Magana LLC | 6,600 | $76.8K | 0.05% | −3,640−35.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,110 | $71.0K | 0.00% | +6,110 | New |
| Lindbrook Capital, LLC | 5,851 | $68.0K | 0.01% | +105+1.8% | Added |
| AdvisorNet Financial, Inc | 5,456 | $63.5K | 0.00% | −30−0.5% | Reduced |
| City State Bank | 5,250 | $61.1K | 0.02% | +5,000+2,000.0% | Added |
| SOA Wealth Advisors, LLC. | 5,134 | $59.7K | 0.01% | −500−8.9% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $58.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 4,885 | $56.8K | 0.02% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,862 | $56.5K | 0.00% | +4,582+1,636.4% | Added |
| Ci Investments Inc. | 4,796 | $56.0K | 0.00% | −811−14.5% | Reduced |
| TD Waterhouse Canada Inc. | 4,579 | $54.4K | 0.00% | −3,980−46.5% | Reduced |
| Farther Finance Advisors, LLC | 4,348 | $51.8K | 0.00% | +1,839+73.3% | Added |
| Tortoise Investment Management, LLC | 4,439 | $51.6K | 0.01% | 00.0% | Unchanged |
| Amundi | 4,812 | $51.2K | 0.00% | −2,700,373−99.8% | Reduced |
| Tidemark, LLC | 4,378 | $50.9K | 0.02% | +3,707+552.5% | Added |
| Strategic Investment Solutions, Inc. | 4,273 | $49.7K | 0.01% | +3,773+754.6% | Added |
| EverSource Wealth Advisors, LLC | 4,252 | $49.5K | 0.00% | −4,739−52.7% | Reduced |
| Bogart Wealth, LLC | 4,038 | $47.0K | 0.00% | +4,038 | New |
| WealthCollab, LLC | 4,000 | $46.5K | 0.03% | 00.0% | Unchanged |
| Bank of New Hampshire | 4,000 | $46.5K | 0.01% | +1,000+33.3% | Added |
| Byrne Asset Management LLC | 3,872 | $45.0K | 0.03% | +3,872 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,900 | $45.0K | 0.00% | +3,900 | New |
| Westside Investment Management, Inc. | 3,550 | $42.0K | 0.01% | +250+7.6% | Added |
| Sandy Spring Bank | 3,441 | $40.0K | 0.00% | +30+0.9% | Added |
| Copia Wealth Management | 3,416 | $39.7K | 0.04% | +3,316+3,316.0% | Added |
| Edmond de Rothschild Holding S.A. | 3,370 | $39.2K | 0.00% | +3,370 | New |
| GeoWealth Management, LLC | 3,286 | $38.2K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3,244 | $37.7K | 0.03% | 00.0% | Unchanged |
| MAI Capital Management | 3,085 | $35.9K | 0.00% | +93+3.1% | Added |
| MCF Advisors LLC | 3,072 | $35.7K | 0.00% | +1,671+119.3% | Added |
| Nomura Asset Management Co Ltd | 2,900 | $33.7K | 0.00% | −1,500−34.1% | Reduced |
| Clearstead Advisors, LLC | 2,852 | $33.2K | 0.00% | +2+0.1% | Added |
| Larson Financial Group LLC | 2,714 | $31.6K | 0.00% | +1,519+127.1% | Added |
| Garde Capital, Inc. | 2,653 | $30.9K | 0.00% | +2,653 | New |
| IAG Wealth Partners, LLC | 2,525 | $29.4K | 0.00% | +50+2.0% | Added |
| CNB Bank | 2,500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $29.1K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,487 | $28.9K | 0.00% | +521+26.5% | Added |
| Boston Private Wealth LLC | 2,447 | $28.5K | 0.00% | +2,447 | New |
| First Horizon Advisors, Inc. | 2,397 | $27.9K | 0.00% | −232−8.8% | Reduced |
| Headlands Technologies LLC | 2,380 | $27.7K | 0.00% | +2,380 | New |
| Smartleaf Asset Management LLC | 2,286 | $27.1K | 0.00% | +640+38.9% | Added |
| Hazlett, Burt & Watson, Inc. | 2,300 | $27.0K | 0.01% | +2,200+2,200.0% | Added |
| NewSquare Capital LLC | 2,000 | $23.3K | 0.00% | −1,000−33.3% | Reduced |
| Barrett & Company, Inc. | 2,000 | $23.3K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $23.3K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $21.0K | 0.01% | +1,842 | New |
| Whittier Trust Co | 1,750 | $20.4K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 1,743 | $20.3K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1,720 | $20.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,700 | $19.8K | 0.00% | +1,700 | New |
| Aster Capital Management (DIFC) Ltd | 1,366 | $19.8K | 0.00% | −1,767−56.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,614 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 1,587 | $18.5K | 0.01% | +1,587 | New |
| Hurley Capital, LLC | 1,575 | $18.3K | 0.01% | +1,575 | New |
| Grove Bank & Trust | 1,470 | $17.1K | 0.00% | +1,470 | New |
| Capital A Wealth Management, LLC | 1,465 | $17.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,445 | $16.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,414 | $16.4K | 0.00% | +1,132+401.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,394 | $16.2K | 0.00% | +115+9.0% | Added |
| Signature Resources Capital Management, LLC | 1,341 | $15.6K | 0.01% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1,329 | $15.5K | 0.01% | −2,000−60.1% | Reduced |
| Curio Wealth, LLC | 1 | $15.4K | 0.01% | −999−99.9% | Reduced |
| Parkside Financial Bank & Trust | 1,299 | $15.1K | 0.00% | +271+26.4% | Added |
| Covestor Ltd | 1,243 | $14.0K | 0.01% | +26+2.1% | Added |
| Rothschild Investment LLC | 1,165 | $13.5K | 0.00% | +30+2.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,157 | $13.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,203 | $13.0K | 0.00% | +673+127.0% | Added |
| CX Institutional | 1,157 | $13.0K | 0.00% | +1,157 | New |
| HighMark Wealth Management LLC | 1,109 | $12.9K | 0.01% | +238+27.3% | Added |
| TD Private Client Wealth LLC | 1,009 | $11.7K | 0.00% | −943−48.3% | Reduced |
| Golden State Wealth Management, LLC | 1,000 | $11.6K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,000 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 966 | $11.2K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 925 | $10.8K | 0.01% | +925 | New |
| CarsonAllaria Wealth Management, Ltd. | 868 | $10.1K | 0.01% | 00.0% | Unchanged |