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 |
|---|---|---|---|---|---|
| Nemes Rush Group LLC | 7,338 | $133.6K | 0.01% | −550−7.0% | Reduced |
| Asset Management One Co.,Ltd. | 7,474 | $136.1K | 0.00% | −640−7.9% | Reduced |
| Private Trust Co NA | 7,600 | $138.4K | 0.01% | +100+1.3% | Added |
| NBC Securities, Inc. | 7,677 | $139.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7,907 | $144.0K | 0.01% | +368+4.9% | Added |
| Sunbelt Securities, Inc. | 9,750 | $150.2K | 0.01% | +9,000+1,200.0% | Added |
| Baader Bank INC | 13,500 | $151.9K | 0.01% | +13,500 | New |
| GAMMA Investing LLC | 8,558 | $155.8K | 0.01% | +275+3.3% | Added |
| South State Corp. | 8,591 | $156.4K | 0.01% | +30+0.4% | Added |
| Geneos Wealth Management Inc. | 9,136 | $166.4K | 0.00% | −2,283−20.0% | Reduced |
| Quarry LP | 9,855 | $179.5K | 0.04% | −4,771−32.6% | Reduced |
| Covestor Ltd | 9,986 | $182.0K | 0.11% | +8,743+703.4% | Added |
| Oak Harbor Wealth Partners, LLC | 10,000 | $182.1K | 0.05% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 10,248 | $186.6K | 0.00% | −31,456−75.4% | Reduced |
| White Wing Wealth Management | 10,250 | $186.7K | 0.13% | +10,250 | New |
| Transcend Wealth Collective, LLC | 10,332 | $188.1K | 0.01% | +130+1.3% | Added |
| Great Valley Advisor Group, Inc. | 10,341 | $188.3K | 0.00% | −5,013−32.6% | Reduced |
| Sagespring Wealth Partners, LLC | 10,366 | $188.8K | 0.00% | +10,366 | New |
| Jacobi Capital Management LLC | 10,565 | $192.4K | 0.01% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,578 | $193.0K | 0.03% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 10,650 | $193.9K | 0.12% | 00.0% | Unchanged |
| Palacios Wealth Management, LLC | 10,700 | $194.8K | 0.16% | +10,700 | New |
| Farther Finance Advisors, LLC | 10,771 | $196.1K | 0.00% | +6,423+147.7% | Added |
| Horizon Wealth Management, LLC | 10,900 | $198.5K | 0.03% | −80−0.7% | Reduced |
| United Capital Financial Advisers, LLC | 10,984 | $200.0K | 0.00% | +945+9.4% | Added |
| PKS Advisory Services, LLC | 11,000 | $200.3K | 0.05% | +11,000 | New |
| KMG Fiduciary Partners, LLC | 11,094 | $202.0K | 0.01% | +11,094 | New |
| Lido Advisors, LLC | 11,125 | $202.6K | 0.00% | +11,125 | New |
| Comerica Bank | 11,162 | $203.3K | 0.00% | −2,038−15.4% | Reduced |
| Sequoia Financial Advisors, LLC | 11,177 | $203.5K | 0.00% | −4,367−28.1% | Reduced |
| Krilogy Financial LLC | 11,297 | $205.7K | 0.01% | +11,297 | New |
| M1 Capital Management LLC | 11,300 | $205.8K | 0.10% | −100−0.9% | Reduced |
| Diversified Trust Co | 11,328 | $206.3K | 0.00% | +390+3.6% | Added |
| Guggenheim Capital LLC | 11,350 | $206.7K | 0.00% | −1,009−8.2% | Reduced |
| Advisors Management Group Inc | 11,341 | $207.0K | 0.04% | +178+1.6% | Added |
| Vestmark Advisory Solutions, Inc. | 11,492 | $209.3K | 0.00% | +11,492 | New |
| Gilliland Jeter Wealth Management LLC | 11,500 | $209.4K | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 11,614 | $211.5K | 0.00% | −1,515−11.5% | Reduced |
| Federated Hermes, Inc. | 11,751 | $214.0K | 0.00% | +11,751 | New |
| Prasad Wealth Partners, LLC | 11,872 | $216.2K | 0.06% | +60+0.5% | Added |
| Ancora Advisors, LLC | 11,950 | $217.6K | 0.00% | +11,250+1,607.1% | Added |
| Rosenberg Matthew Hamilton | 12,026 | $219.0K | 0.05% | 00.0% | Unchanged |
| Avion Wealth | 10,157 | $220.0K | 0.05% | +33+0.3% | Added |
| KLCM Advisors, Inc. | 12,200 | $222.2K | 0.02% | +1,200+10.9% | Added |
| StoneX Group Inc. | 12,538 | $222.6K | 0.01% | +12,538 | New |
| Prostatis Group LLC | 12,261 | $223.3K | 0.06% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 12,469 | $227.1K | 0.01% | +1,616+14.9% | Added |
| J. Safra Sarasin Holding AG | 12,500 | $227.6K | 0.00% | +12,500 | New |
| U.S. Capital Wealth Advisors, LLC | 12,554 | $228.6K | 0.01% | −3,379−21.2% | Reduced |
| Wealthcare Advisory Partners LLC | 12,571 | $228.9K | 0.01% | +12,571 | New |
| HSBC Holdings PLC | 12,491 | $232.0K | 0.00% | −4,614−27.0% | Reduced |
| Machina Capital S.A.S. | 12,842 | $233.9K | 0.05% | +12,842 | New |
| Thoroughbred Financial Services, LLC | 12,857 | $234.0K | 0.02% | +12,857 | New |
| Danske Bank A/S | 12,880 | $234.5K | 0.00% | −67,228−83.9% | Reduced |
| Good Life Advisors, LLC | 12,906 | $235.0K | 0.01% | −1,605−11.1% | Reduced |
| Brown Advisory Inc | 12,927 | $235.4K | 0.00% | −11,846−47.8% | Reduced |
| Keystone Financial Services | 12,967 | $236.1K | 0.08% | −119−0.9% | Reduced |
| CoreCap Advisors, LLC | 13,206 | $240.5K | 0.01% | −726−5.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 13,264 | $241.5K | 0.02% | −1,075−7.5% | Reduced |
| Waterloo Capital, L.P. | 13,318 | $242.5K | 0.02% | +13,318 | New |
| Worth Financial Advisory Group, LLC | 13,600 | $247.7K | 0.15% | −10−0.1% | Reduced |
| Caxton Associates LLP | 13,676 | $249.0K | 0.01% | +2,544+22.9% | Added |
| Key Client Fiduciary Advisors, LLC | 13,682 | $249.1K | 0.10% | −410−2.9% | Reduced |
| Franklin Resources Inc | 13,796 | $251.2K | 0.00% | +2,596+23.2% | Added |
| Sig Brokerage, LP | 13,798 | $251.3K | 0.07% | −3,000−17.9% | Reduced |
| Benjamin Edwards Inc | 13,941 | $253.9K | 0.00% | +13,941 | New |
| Sava Infond d.o.o. | 14,000 | $254.9K | 0.04% | +2,000+16.7% | Added |
| Principal Securities, Inc. | 14,042 | $255.7K | 0.00% | +5,455+63.5% | Added |
| State of Wyoming | 14,139 | $257.5K | 0.03% | +836+6.3% | Added |
| Cooper Financial Group | 14,155 | $257.8K | 0.03% | −2,620−15.6% | Reduced |
| Ballentine Partners, LLC | 14,214 | $258.8K | 0.00% | −434−3.0% | Reduced |
| Parallel Advisors, LLC | 14,229 | $259.1K | 0.01% | +5,475+62.5% | Added |
| Pallas Capital Advisors LLC | 14,347 | $261.3K | 0.01% | −12,894−47.3% | Reduced |
| Garden State Investment Advisory Services LLC | 14,475 | $263.6K | 0.07% | −680−4.5% | Reduced |
| Future Financial Wealth Managment LLC | 14,500 | $264.0K | 0.18% | +1,000+7.4% | Added |
| Avestar Capital, LLC | 14,582 | $265.5K | 0.02% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 14,703 | $267.7K | 0.03% | +3,050+26.2% | Added |
| Highland Capital Management, LLC | 14,784 | $269.2K | 0.01% | −73,371−83.2% | Reduced |
| Eventide Asset Management, LLC | 15,633 | $269.7K | 0.00% | +15,633 | New |
| Financial Advisory Service, Inc. | 14,820 | $269.9K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14,899 | $271.3K | 0.03% | +1,950+15.1% | Added |
| Gotham Asset Management, LLC | 14,991 | $273.0K | 0.00% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,110 | $275.2K | 0.03% | +15,110 | New |
| Ausdal Financial Partners, Inc. | 15,394 | $280.3K | 0.02% | +1,762+12.9% | Added |
| SageView Advisory Group, LLC | 13,376 | $281.2K | 0.01% | +1,890+16.5% | Added |
| Winton Group Ltd | 15,460 | $281.5K | 0.01% | +15,460 | New |
| Axim Planning & Wealth | 15,650 | $285.0K | 0.26% | +1,000+6.8% | Added |
| Fermata Advisors, LLC | 15,710 | $286.1K | 0.08% | +3,225+25.8% | Added |
| Independent Wealth Network Inc. | 15,715 | $286.2K | 0.10% | −401−2.5% | Reduced |
| Northwest Wealth Management, LLC | 15,775 | $287.3K | 0.05% | −125−0.8% | Reduced |
| Mutual Advisors, LLC | 13,714 | $290.7K | 0.01% | +2,689+24.4% | Added |
| Fullcircle Wealth LLC | 13,400 | $292.3K | 0.11% | +100+0.8% | Added |
| USAdvisors Wealth Management, LLC | 16,200 | $295.0K | 0.11% | +700+4.5% | Added |
| Truefg, LLC | 16,300 | $296.8K | 0.09% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,324 | $297.3K | 0.04% | +122+0.8% | Added |
| Albion Financial Group | 16,415 | $298.9K | 0.02% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 16,448 | $299.5K | 0.00% | −1,310−7.4% | Reduced |
| SCS Capital Management LLC | 16,601 | $302.3K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,631 | $302.9K | 0.01% | +2,717+19.5% | Added |
| Clay Northam Wealth Management, LLC | 16,665 | $303.5K | 0.19% | 00.0% | Unchanged |