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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 534 | $9.72K | 0.00% | +534 | New |
| Northwest Capital Management Inc | 590 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 599 | $10.9K | 0.01% | +13+2.2% | Added |
| NVWM, LLC | 600 | $10.9K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 600 | $10.9K | 0.01% | +600 | New |
| Estabrook Capital Management | 630 | $11.5K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 571 | $12.3K | 0.00% | +72+14.4% | Added |
| Gen-Wealth Partners Inc | 681 | $12.4K | 0.00% | +81+13.5% | Added |
| Rialto Wealth Management, LLC | 713 | $13.0K | 0.00% | +676+1,827.0% | Added |
| Scarborough Advisors, LLC | 729 | $13.3K | 0.00% | +729 | New |
| Fortitude Family Office, LLC | 744 | $13.5K | 0.00% | +632+564.3% | Added |
| Financial Perspectives, Inc | 775 | $14.1K | 0.00% | +650+520.0% | Added |
| Grove Bank & Trust | 797 | $14.5K | 0.00% | −673−45.8% | Reduced |
| Aviso Financial Inc. | 800 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 801 | $14.6K | 0.00% | +2+0.3% | Added |
| Assetmark, Inc | 846 | $15.4K | 0.00% | +650+331.6% | Added |
| Blume Capital Management, Inc. | 850 | $15.5K | 0.00% | +850 | New |
| Abound Wealth Management | 860 | $15.7K | 0.00% | +735+588.0% | Added |
| CarsonAllaria Wealth Management, Ltd. | 868 | $15.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 893 | $16.3K | 0.01% | +35+4.1% | Added |
| GPS Wealth Strategies Group, LLC | 907 | $16.5K | 0.00% | −250−21.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 945 | $17.2K | 0.01% | +20+2.2% | Added |
| Matrix Trust Co | 986 | $18.0K | 0.00% | +986 | New |
| Golden State Wealth Management, LLC | 1,000 | $18.2K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $18.2K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,000 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,000 | $18.2K | 0.00% | +1,000 | New |
| Bell Investment Advisors, Inc | 1,005 | $18.3K | 0.00% | +39+4.0% | Added |
| Meeder Asset Management Inc | 1,031 | $18.8K | 0.00% | −20,600−95.2% | Reduced |
| CX Institutional | 1,157 | $21.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,161 | $21.1K | 0.01% | +52+4.7% | Added |
| Aspect Partners, LLC | 1,203 | $21.9K | 0.01% | +865+255.9% | Added |
| Rothschild Investment LLC | 1,235 | $22.5K | 0.00% | +70+6.0% | Added |
| True Wealth Design, LLC | 1,269 | $23.1K | 0.01% | +657+107.4% | Added |
| Aventura Private Wealth, LLC | 1,279 | $23.3K | 0.01% | −50−3.8% | Reduced |
| Massmutual Trust Co FSB | 1,282 | $23.3K | 0.00% | −132−9.3% | Reduced |
| Parkside Financial Bank & Trust | 1,317 | $24.0K | 0.00% | +18+1.4% | Added |
| Hemington Wealth Management | 1,325 | $24.0K | 0.00% | +122+10.1% | Added |
| Signature Resources Capital Management, LLC | 1,341 | $24.4K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,394 | $25.4K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,400 | $25.5K | 0.02% | −175−11.1% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $29.3K | 0.00% | −110−6.4% | Reduced |
| Capital Advisors, Ltd. LLC | 1,648 | $30.0K | 0.00% | +34+2.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 1,700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,819 | $31.3K | 0.00% | −467−20.4% | Reduced |
| Whittier Trust Co | 1,750 | $31.9K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $34.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,938 | $35.3K | 0.01% | +493+34.1% | Added |
| Barrett & Company, Inc. | 2,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $36.4K | 0.02% | +2,000 | New |
| Larson Financial Group LLC | 2,022 | $36.8K | 0.00% | −692−25.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,175 | $39.6K | 0.00% | +2,175 | New |
| First Horizon Advisors, Inc. | 2,185 | $39.8K | 0.00% | −212−8.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,300 | $42.0K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,461 | $44.8K | 0.01% | −64−2.5% | Reduced |
| CNB Bank | 2,500 | $45.5K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $45.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,562 | $46.7K | 0.00% | +1,553+153.9% | Added |
| Garde Capital, Inc. | 2,653 | $48.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,900 | $52.8K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3,072 | $55.9K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,300 | $58.7K | 0.01% | −250−7.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 3,254 | $59.3K | 0.00% | −1,608−33.1% | Reduced |
| GeoWealth Management, LLC | 3,315 | $60.4K | 0.00% | +29+0.9% | Added |
| Legacy Wealth Managment, LLC | 3,324 | $60.5K | 0.03% | +80+2.5% | Added |
| Legacy Investment Solutions, LLC | 3,324 | $60.5K | 0.03% | +3,324 | New |
| Edmond de Rothschild Holding S.A. | 3,370 | $61.4K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 3,410 | $62.1K | 0.00% | +3,410 | New |
| EverSource Wealth Advisors, LLC | 3,436 | $62.6K | 0.00% | −816−19.2% | Reduced |
| Atlantic Union Bankshares Corp | 3,441 | $62.7K | 0.00% | +3,441 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,536 | $64.4K | 0.00% | −37,588−91.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,612 | $65.8K | 0.01% | +2,246+164.4% | Added |
| Clearstead Advisors, LLC | 3,659 | $66.6K | 0.00% | +807+28.3% | Added |
| AllSquare Wealth Management LLC | 3,800 | $69.2K | 0.04% | +3,200+533.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 3,900 | $71.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,976 | $72.4K | 0.01% | +3,976 | New |
| WealthCollab, LLC | 4,000 | $72.8K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 4,013 | $73.1K | 0.03% | +4,013 | New |
| Bank of New Hampshire | 4,200 | $76.5K | 0.02% | +200+5.0% | Added |
| Tortoise Investment Management, LLC | 4,477 | $81.5K | 0.01% | +38+0.9% | Added |
| Bryn Mawr Trust Co | 4,830 | $88.0K | 0.00% | +4,830 | New |
| N.E.W. Advisory Services LLC | 4,853 | $88.4K | 0.01% | −2,321−32.4% | Reduced |
| Tidemark, LLC | 4,892 | $89.1K | 0.03% | +514+11.7% | Added |
| Huntington National Bank | 4,945 | $90.0K | 0.00% | −2,248−31.3% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $91.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5,052 | $92.0K | 0.00% | +1,014+25.1% | Added |
| SOA Wealth Advisors, LLC. | 5,134 | $93.5K | 0.02% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 5,200 | $94.7K | 0.04% | −2,250−30.2% | Reduced |
| Skopos Labs, Inc. | 5,466 | $99.5K | 0.01% | −1,771−24.5% | Reduced |
| Copia Wealth Management | 5,592 | $101.8K | 0.09% | +2,176+63.7% | Added |
| MAI Capital Management | 5,834 | $106.2K | 0.00% | +2,749+89.1% | Added |
| Ci Investments Inc. | 5,851 | $107.0K | 0.00% | +1,055+22.0% | Added |
| Ameritas Advisory Services, LLC | 5,957 | $108.5K | 0.01% | +5,957 | New |
| Skandinaviska Enskilda Banken AB (publ) | 6,570 | $119.6K | 0.00% | +4,827+276.9% | Added |
| Wolff Wiese Magana LLC | 6,600 | $120.2K | 0.07% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,892 | $124.0K | 0.00% | +6,892 | New |
| Vermillion & White Wealth Management Group, LLC | 7,000 | $127.5K | 0.08% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7,165 | $130.5K | 0.01% | +1,709+31.3% | Added |