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, Q2 2025
Institutional positions in SoFi Technologies, Inc. as of Jun 30, 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
- 745
- +36 vs. Q1 2025
- Shares held
- 575.5M
- +54.6M (+10.5%) vs. Q1 2025
- Total value
- $10.5B
- +$4.43B (+73.1%) vs. Q1 2025
- New holders
- 118
- 312 more added
- Sold out
- 82
- 204 more reduced
7 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Centerpoint Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 13 | $0 | 0.00% | +13 | New |
| FSA Wealth Management LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 5 | $88 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $91 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7 | $127 | 0.00% | −12−63.2% | Reduced |
| Bokf, NA | 7 | $127 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $182 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 14 | $255 | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 17 | $310 | 0.00% | +17 | New |
| Tradewinds Capital Management, LLC | 19 | $346 | 0.00% | +3+18.8% | Added |
| Cape Investment Advisory, Inc. | 20 | $364 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $364 | 0.00% | +20 | New |
| Eukles Asset Management | 21 | $382 | 0.00% | +1+5.0% | Added |
| DecisionPoint Financial, LLC | 23 | $406 | 0.00% | +23 | New |
| Stone House Investment Management, LLC | 23 | $419 | 0.00% | +23 | New |
| Islay Capital Management, LLC | 25 | $455 | 0.00% | +25 | New |
| Brown Shipley& Co Ltd | 26 | $473 | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 27 | $492 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 31 | $564 | 0.00% | +6+24.0% | Added |
| Whipplewood Advisors, LLC | 35 | $637 | 0.00% | +10+40.0% | Added |
| Concord Wealth Partners | 36 | $656 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 39 | $710 | 0.00% | −32−45.1% | Reduced |
| REAP Financial Group, LLC | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $729 | 0.00% | +40 | New |
| TD Capital Management LLC | 41 | $747 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 42 | $765 | 0.00% | +42 | New |
| HFM Investment Advisors, LLC | 45 | $819 | 0.00% | +8+21.6% | Added |
| West Financial Advisors, LLC | 49 | $893 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 51 | $929 | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 67 | $1.00K | 0.00% | +47+235.0% | Added |
| Coston, McIsaac & Partners | 72 | $1.00K | 0.00% | +72 | New |
| Parkworth Wealth Management, Inc. | 59 | $1.07K | 0.00% | +25+73.5% | Added |
| WealthTrak Capital Management LLC | 60 | $1.09K | 0.00% | −20−25.0% | Reduced |
| Eq Wealth Advisors, LLC | 61 | $1.11K | 0.00% | +8+15.1% | Added |
| Private Wealth Management Group, LLC | 79 | $1.44K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 80 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 82 | $1.49K | 0.00% | +82 | New |
| Central Trust Co | 100 | $1.82K | 0.00% | −7−6.5% | Reduced |
| HM Payson & Co | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $1.82K | 0.00% | +100 | New |
| Principia Wealth Advisory, LLC | 115 | $2.09K | 0.00% | +19+19.8% | Added |
| Bruce G. Allen Investments, LLC | 118 | $2.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 119 | $2.17K | 0.00% | −103−46.4% | Reduced |
| Anfield Capital Management, LLC | 125 | $2.28K | 0.00% | +109+681.3% | Added |
| Sittner & Nelson, LLC | 133 | $2.42K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 115 | $2.47K | 0.00% | +48+71.6% | Added |
| Optimum Investment Advisors | 150 | $2.73K | 0.00% | −400−72.7% | Reduced |
| Vision Financial Markets LLC | 150 | $2.73K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 154 | $2.81K | 0.00% | +118+327.8% | Added |
| Strategic Investment Solutions, Inc. | 155 | $2.82K | 0.00% | −4,118−96.4% | Reduced |
| Binnacle Investments Inc | 170 | $3.10K | 0.00% | +170 | New |
| DiNuzzo Private Wealth, Inc. | 173 | $3.15K | 0.00% | −16−8.5% | Reduced |
| Cromwell Holdings LLC | 178 | $3.24K | 0.00% | +130+270.8% | Added |
| Highline Wealth Partners LLC | 190 | $3.46K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $3.64K | 0.00% | −300−60.0% | Reduced |
| Bernard Wealth Management Corp. | 200 | $3.64K | 0.00% | +100+100.0% | Added |
| POM Investment Strategies, LLC | 200 | $3.64K | 0.00% | +200 | New |
| Hilltop National Bank | 200 | $3.64K | 0.00% | +200 | New |
| Activest Wealth Management | 219 | $3.99K | 0.00% | +207+1,725.0% | Added |
| Capital Analysts, LLC | 240 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 222 | $4.04K | 0.00% | +12+5.7% | Added |
| Colonial Trust Co | 224 | $4.08K | 0.00% | +34+17.9% | Added |
| Crewe Advisors LLC | 238 | $4.33K | 0.00% | +20+9.2% | Added |
| MV Capital Management, Inc. | 240 | $4.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 243 | $4.43K | 0.00% | −95−28.1% | Reduced |
| City State Bank | 250 | $4.55K | 0.00% | −5,000−95.2% | Reduced |
| Fourth Dimension Wealth, LLC | 250 | $4.55K | 0.00% | −300−54.5% | Reduced |
| Sachetta, LLC | 253 | $4.61K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 260 | $4.74K | 0.00% | +259+25,900.0% | Added |
| Vermillion Wealth Management, Inc. | 261 | $4.75K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 263 | $4.79K | 0.00% | +263 | New |
| Twin Peaks Wealth Advisors, LLC | 215 | $5.08K | 0.00% | +215 | New |
| Main Street Group, LTD | 300 | $5.46K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 300 | $5.46K | 0.00% | 00.0% | Unchanged |
| American National Bank | 300 | $5.46K | 0.00% | +300 | New |
| HHM Wealth Advisors, LLC | 300 | $5.46K | 0.00% | +300 | New |
| Red Tortoise LLC | 328 | $5.97K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 339 | $5.98K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 380 | $6.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 335 | $6.10K | 0.00% | +125+59.5% | Added |
| Fifth Third Bancorp | 336 | $6.12K | 0.00% | +116+52.7% | Added |
| Toth Financial Advisory Corp | 350 | $6.37K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 397 | $7.23K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $7.28K | 0.00% | +400 | New |
| TFC Financial Management | 418 | $7.61K | 0.00% | +100+31.4% | Added |
| ORG Partners LLC | 435 | $7.67K | 0.00% | +360+480.0% | Added |
| Investment Research & Advisory Group, Inc. | 436 | $7.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 476 | $8.67K | 0.00% | −220−31.6% | Reduced |
| Versant Capital Management, Inc | 486 | $8.85K | 0.00% | +180+58.8% | Added |
| Farmers & Merchants Investments Inc | 500 | $9.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $9.11K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $9.11K | 0.00% | 00.0% | Unchanged |