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 |
|---|---|---|---|---|---|
| Freestone Grove Partners LP | 16,699 | $304.1K | 0.00% | −8,410−33.5% | Reduced |
| Bleakley Financial Group, LLC | 16,709 | $304.3K | 0.01% | +16,709 | New |
| Prosperity Wealth Management, Inc. | 16,780 | $305.6K | 0.11% | +5,555+49.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,782 | $305.6K | 0.04% | +16,782 | New |
| Bensler, LLC | 16,850 | $306.8K | 0.03% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 16,864 | $307.1K | 0.04% | −1,236−6.8% | Reduced |
| Boothbay Fund Management, LLC | 17,159 | $312.5K | 0.01% | −12,796−42.7% | Reduced |
| Signaturefd, LLC | 17,159 | $312.5K | 0.01% | −4,317−20.1% | Reduced |
| Tucker Asset Management LLC | 17,200 | $313.2K | 0.10% | +2,121+14.1% | Added |
| Global Financial Private Client, LLC | 17,313 | $315.3K | 0.12% | +3,507+25.4% | Added |
| Traynor Capital Management, Inc. | 17,886 | $315.5K | 0.02% | −1,369−7.1% | Reduced |
| NorthRock Partners, LLC | 17,374 | $316.4K | 0.01% | +2,601+17.6% | Added |
| Capital Advisors Inc | 17,402 | $316.9K | 0.01% | +4,041+30.2% | Added |
| Newbridge Financial Services Group, Inc. | 17,476 | $318.2K | 0.05% | −4,583−20.8% | Reduced |
| Leonteq Securities AG | 17,500 | $318.7K | 0.02% | −500−2.8% | Reduced |
| Dynamic Advisor Solutions LLC | 17,545 | $319.5K | 0.01% | +2,586+17.3% | Added |
| Motley Fool Asset Management LLC | 17,667 | $321.7K | 0.01% | −568−3.1% | Reduced |
| Adams Wealth Management | 17,333 | $322.3K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 17,333 | $322.3K | 0.06% | 00.0% | Unchanged |
| Cannon Global Investment Management, LLC | 17,746 | $323.2K | 0.88% | −12,254−40.8% | Reduced |
| Verus Capital Partners, LLC | 18,058 | $328.8K | 0.03% | +868+5.0% | Added |
| We Are One Seven, LLC | 18,316 | $333.5K | 0.01% | +1,958+12.0% | Added |
| Pointe Capital Management LLC | 18,490 | $336.7K | 0.17% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 18,522 | $337.0K | 0.02% | +7,365+66.0% | Added |
| Bravias Capital Group, LLC | 18,550 | $337.8K | 0.25% | +18,550 | New |
| Mayfair Advisory Group, LLC | 15,285 | $337.8K | 0.16% | −400−2.6% | Reduced |
| AE Wealth Management LLC | 18,620 | $339.1K | 0.00% | +514+2.8% | Added |
| Buckingham Strategic Partners | 18,676 | $339.2K | 0.00% | −5,549−22.9% | Reduced |
| CIBC World Markets Inc. | 18,684 | $340.2K | 0.00% | +1,610+9.4% | Added |
| Evolution Wealth Advisors, LLC | 18,715 | $340.8K | 0.05% | −200−1.1% | Reduced |
| Park Avenue Securities LLC | 18,992 | $346.0K | 0.00% | +4,870+34.5% | Added |
| FORA Capital, LLC | 19,161 | $348.9K | 0.04% | −918,781−98.0% | Reduced |
| Fagan Associates, Inc. | 19,485 | $354.8K | 0.05% | +19,485 | New |
| Marathon Trading Investment Management LLC | 19,600 | $356.9K | 0.21% | +19,600 | New |
| Newman Dignan & Sheerar, Inc. | 20,118 | $366.3K | 0.08% | +1,250+6.6% | Added |
| Stratos Wealth Advisors, LLC | 20,290 | $369.5K | 0.02% | −4,290−17.5% | Reduced |
| CTC Alternative Strategies, Ltd. | 20,511 | $373.5K | 0.33% | +20,511 | New |
| Harvest Fund Management Co., Ltd | 20,593 | $375.0K | 0.02% | +20,593 | New |
| Pine Valley Investments Ltd Liability Co | 20,600 | $375.1K | 0.02% | +4,601+28.8% | Added |
| Accuvest Global Advisors | 20,665 | $376.0K | 0.24% | −3,467−14.4% | Reduced |
| Simplicity Wealth,LLC | 20,708 | $377.1K | 0.02% | −208,595−91.0% | Reduced |
| Sowell Financial Services LLC | 20,835 | $379.4K | 0.02% | −1,458−6.5% | Reduced |
| Meeder Advisory Services, Inc. | 20,925 | $381.0K | 0.02% | +851+4.2% | Added |
| Probity Advisors, Inc. | 21,369 | $389.1K | 0.07% | −722−3.3% | Reduced |
| one8zero8, LLC | 21,550 | $392.4K | 0.09% | −500−2.3% | Reduced |
| Stifel Financial Corp | 21,675 | $394.7K | 0.00% | −1,122−4.9% | Reduced |
| Marshall Financial Group LLC | 20,524 | $394.9K | 0.08% | −252−1.2% | Reduced |
| Carnegie Lake Advisors LLC | 21,700 | $395.0K | 0.16% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 21,806 | $397.1K | 0.16% | +195+0.9% | Added |
| Vident Advisory, LLC | 21,843 | $397.8K | 0.00% | −3,348−13.3% | Reduced |
| Sassicaia Capital Advisers LLC | 21,964 | $400.0K | 0.25% | +21,964 | New |
| Cary Street Partners Financial LLC | 22,004 | $400.7K | 0.01% | +44+0.2% | Added |
| Calton & Associates, Inc. | 22,150 | $403.4K | 0.07% | −451−2.0% | Reduced |
| SLT Holdings LLC | 22,181 | $403.9K | 0.30% | +4,468+25.2% | Added |
| TD Waterhouse Canada Inc. | 23,011 | $405.6K | 0.00% | +18,432+402.5% | Added |
| Founders Financial Securities LLC | 22,572 | $411.0K | 0.03% | +300+1.3% | Added |
| Merit Financial Group, LLC | 22,980 | $418.5K | 0.00% | +4,695+25.7% | Added |
| Pensionmark Financial Group, LLC | 23,220 | $422.8K | 0.01% | −598−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 23,286 | $424.0K | 0.01% | −210−0.9% | Reduced |
| Coordinated Financial Services, Inc. | 23,300 | $424.3K | 0.29% | +23,300 | New |
| Wedmont Private Capital | 21,493 | $434.6K | 0.02% | +879+4.3% | Added |
| Allworth Financial LP | 24,033 | $437.6K | 0.00% | −8,747−26.7% | Reduced |
| Citizens Financial Group Inc | 24,034 | $437.7K | 0.01% | +24,034 | New |
| DRW Securities, LLC | 24,036 | $437.7K | 0.03% | +24,036 | New |
| Gladstone Institutional Advisory LLC | 24,052 | $438.0K | 0.02% | −13,985−36.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,093 | $438.7K | 0.00% | −155−0.6% | Reduced |
| Penserra Capital Management LLC | 24,109 | $439.0K | 0.01% | +24,109 | New |
| Change Path, LLC | 24,209 | $440.8K | 0.01% | +13,198+119.9% | Added |
| MetLife Investment Management | 24,348 | $443.4K | 0.00% | −2,205−8.3% | Reduced |
| Capstone Investment Advisors, LLC | 24,400 | $444.3K | 0.00% | +24,400 | New |
| Manchester Financial Inc | 24,406 | $444.4K | 0.09% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 18,805 | $444.7K | 0.03% | +159+0.9% | Added |
| Hourglass Capital, LLC | 25,000 | $455.3K | 0.11% | −2,000−7.4% | Reduced |
| Pacitti Group Inc. | 25,171 | $458.4K | 0.20% | +25,171 | New |
| Aldebaran Financial Inc. | 25,225 | $459.3K | 0.51% | −6,400−20.2% | Reduced |
| Brinker Capital Investments, LLC | 25,430 | $463.1K | 0.00% | −13,554−34.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 25,798 | $469.8K | 0.00% | +885+3.6% | Added |
| Emergent Wealth Advisors, LLC | 26,220 | $477.5K | 0.30% | +1,073+4.3% | Added |
| Steel Peak Wealth Management LLC | 26,478 | $482.2K | 0.02% | +801+3.1% | Added |
| Everence Capital Management Inc | 26,560 | $484.0K | 0.03% | −5,800−17.9% | Reduced |
| National Bank of Canada | 26,920 | $490.0K | 0.00% | +5,067+23.2% | Added |
| Foundations Investment Advisors, LLC | 26,924 | $490.3K | 0.01% | +5,224+24.1% | Added |
| Ring Mountain Capital, LLC | 22,499 | $490.7K | 0.30% | +10,104+81.5% | Added |
| Swiss Life Asset Management Ltd | 27,012 | $491.9K | 0.00% | +11,092+69.7% | Added |
| Atomi Financial Group, Inc. | 27,552 | $501.7K | 0.02% | +1,888+7.4% | Added |
| Greenwood Capital Associates LLC | 27,627 | $503.1K | 0.06% | −302−1.1% | Reduced |
| Integrity Alliance, LLC. | 27,782 | $505.9K | 0.03% | +11,673+72.5% | Added |
| First National Trust Co | 28,200 | $513.5K | 0.02% | +28,200 | New |
| Hexagon Capital Partners LLC | 28,307 | $515.5K | 0.11% | −114−0.4% | Reduced |
| Soltis Investment Advisors LLC | 28,436 | $517.8K | 0.04% | +501+1.8% | Added |
| KBC Group NV | 28,610 | $521.0K | 0.00% | −16,124−36.0% | Reduced |
| Thrivent Financial for Lutherans | 28,802 | $524.0K | 0.00% | +28,802 | New |
| RSM US Wealth Management LLC | 28,847 | $525.3K | 0.01% | +12,783+79.6% | Added |
| Independent Advisor Alliance | 28,981 | $527.7K | 0.02% | +2,181+8.1% | Added |
| RPG Investment Advisory, LLC | 29,450 | $536.3K | 0.07% | +29,450 | New |
| R Squared Ltd | 29,484 | $536.9K | 0.30% | +29,484 | New |
| Callan Family Office, LLC | 29,889 | $544.3K | 0.02% | +29,889 | New |
| Mayflower Financial Advisors, LLC | 30,415 | $553.9K | 0.08% | +3,100+11.3% | Added |
| PFG Investments, LLC | 30,427 | $554.1K | 0.03% | −5,798−16.0% | Reduced |
| Vinva Investment Management Ltd | 21,170 | $557.2K | 0.01% | +21,170 | New |