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 |
|---|---|---|---|---|---|
| WPG Advisers, LLC | 858 | $9.98K | 0.01% | +858 | New |
| Aviso Financial Inc. | 800 | $9.30K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 799 | $9.29K | 0.00% | +76+10.5% | Added |
| Sunbelt Securities, Inc. | 750 | $8.72K | 0.00% | −9,000−92.3% | Reduced |
| Quent Capital, LLC | 725 | $8.43K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 700 | $8.14K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 696 | $8.10K | 0.00% | +286+69.8% | Added |
| Compass Wealth Management LLC | 660 | $7.68K | 0.00% | +660 | New |
| Gordian Capital Singapore Pte Ltd | 640 | $7.58K | 0.00% | +440+220.0% | Added |
| Estabrook Capital Management | 630 | $7.33K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 626 | $7.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 612 | $7.12K | 0.00% | +26+4.4% | Added |
| NVWM, LLC | 600 | $6.98K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 600 | $6.98K | 0.00% | +300+100.0% | Added |
| Stonebridge Financial Group, LLC | 600 | $6.98K | 0.00% | +320+114.3% | Added |
| Gen-Wealth Partners Inc | 600 | $6.98K | 0.00% | +600 | New |
| Northwest Capital Management Inc | 590 | $6.86K | 0.00% | −500−45.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 586 | $6.82K | 0.00% | +586 | New |
| Optimum Investment Advisors | 550 | $6.40K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 550 | $6.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 499 | $5.86K | 0.00% | +27+5.7% | Added |
| Farmers & Merchants Investments Inc | 500 | $5.82K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $5.82K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $5.82K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 500 | $5.82K | 0.00% | +300+150.0% | Added |
| Investment Research & Advisory Group, Inc. | 436 | $5.07K | 0.00% | +69+18.8% | Added |
| TSFG, LLC | 442 | $5.00K | 0.00% | +69+18.5% | Added |
| Trust Co of Vermont | 397 | $4.62K | 0.00% | −355−47.2% | Reduced |
| Toth Financial Advisory Corp | 350 | $4.07K | 0.00% | −10−2.8% | Reduced |
| Medallion Wealth Advisors, LLC | 339 | $4.04K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 338 | $3.93K | 0.00% | +338 | New |
| Aspect Partners, LLC | 338 | $3.93K | 0.00% | +338 | New |
| Armstrong Advisory Group, Inc | 250 | $3.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 328 | $3.81K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 318 | $3.70K | 0.00% | −9,400−96.7% | Reduced |
| Versant Capital Management, Inc | 306 | $3.56K | 0.00% | −180−37.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,124 | $3.54K | 0.00% | +37,655+1,085.5% | Added |
| Main Street Group, LTD | 300 | $3.49K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 300 | $3.49K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 261 | $3.04K | 0.00% | +261 | New |
| Capital Analysts, LLC | 240 | $3.00K | 0.00% | +240 | New |
| Sachetta, LLC | 253 | $2.94K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 240 | $2.79K | 0.00% | −1−0.4% | Reduced |
| SJS Investment Consulting Inc. | 222 | $2.58K | 0.00% | +71+47.0% | Added |
| Fifth Third Bancorp | 220 | $2.56K | 0.00% | +100+83.3% | Added |
| Crewe Advisors LLC | 218 | $2.54K | 0.00% | −21−8.8% | Reduced |
| American Capital Advisory, LLC | 210 | $2.44K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 210 | $2.44K | 0.00% | +210 | New |
| Flaharty Asset Management, LLC | 200 | $2.33K | 0.00% | +200 | New |
| Nalls Sherbakoff Group, LLC | 200 | $2.33K | 0.00% | +200 | New |
| Assetmark, Inc | 196 | $2.28K | 0.00% | −42−17.6% | Reduced |
| Colonial Trust Co | 190 | $2.21K | 0.00% | −188−49.7% | Reduced |
| Highline Wealth Partners LLC | 190 | $2.21K | 0.00% | +190 | New |
| DiNuzzo Private Wealth, Inc. | 189 | $2.20K | 0.00% | +50+36.0% | Added |
| Ameriflex Group, Inc. | 164 | $1.91K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 150 | $1.75K | 0.00% | +150 | New |
| Sittner & Nelson, LLC | 133 | $1.55K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 127 | $1.50K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $1.45K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 125 | $1.45K | 0.00% | +125 | New |
| Abound Wealth Management | 125 | $1.45K | 0.00% | +125 | New |
| Bruce G. Allen Investments, LLC | 118 | $1.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 112 | $1.30K | 0.00% | +20+21.7% | Added |
| Central Trust Co | 107 | $1.25K | 0.00% | −1,113−91.2% | Reduced |
| UMA Financial Services, Inc. | 107 | $1.25K | 0.00% | +107 | New |
| HM Payson & Co | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 100 | $1.16K | 0.00% | +100 | New |
| Principia Wealth Advisory, LLC | 96 | $1.09K | 0.00% | +3+3.2% | Added |
| Bessemer Group Inc | 64 | $1.00K | 0.00% | −24,936−99.7% | Reduced |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 46 | $1.00K | 0.00% | +14+43.8% | Added |
| WealthTrak Capital Management LLC | 80 | $931 | 0.00% | +10+14.3% | Added |
| MPWM Advisory Solutions, LLC | 80 | $930 | 0.00% | −2,030−96.2% | Reduced |
| Private Wealth Management Group, LLC | 79 | $919 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 75 | $893 | 0.00% | +75 | New |
| Rise Advisors, LLC | 71 | $826 | 0.00% | +71 | New |
| Hughes Financial Services, LLC | 67 | $798 | 0.00% | +67 | New |
| Whipplewood Advisors, LLC | 25 | $779 | 0.00% | +25 | New |
| Chesapeake Asset Management LLC | 62 | $721 | 0.00% | +62 | New |
| Richards, Merrill & Peterson, Inc. | 58 | $675 | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 53 | $616 | 0.00% | +53 | New |
| Truvestments Capital LLC | 51 | $593 | 0.00% | +1+2.0% | Added |
| West Financial Advisors, LLC | 49 | $570 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 48 | $558 | 0.00% | +48 | New |
| TD Capital Management LLC | 41 | $477 | 0.00% | +41 | New |
| REAP Financial Group, LLC | 40 | $465 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 40 | $465 | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 37 | $431 | 0.00% | −377−91.1% | Reduced |
| HFM Investment Advisors, LLC | 37 | $431 | 0.00% | +37 | New |
| Concord Wealth Partners | 36 | $419 | 0.00% | −100−73.5% | Reduced |
| Ronald Blue Trust, Inc. | 36 | $419 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 34 | $395 | 0.00% | +7+25.9% | Added |
| Frazier Financial Advisors, LLC | 27 | $315 | 0.00% | −30−52.6% | Reduced |
| Beacon Capital Management, LLC | 25 | $294 | 0.00% | +25 | New |
| Bay Harbor Wealth Management, LLC | 25 | $290 | 0.00% | +25 | New |
| Eukles Asset Management | 20 | $233 | 0.00% | 00.0% | Unchanged |