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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 30,908 | $562.8K | 0.00% | +350+1.1% | Added |
| Aptus Capital Advisors, LLC | 31,036 | $565.2K | 0.01% | +1,066+3.6% | Added |
| Equitable Holdings, Inc. | 31,090 | $566.1K | 0.00% | −7,435−19.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 31,145 | $567.1K | 0.16% | −160,155−83.7% | Reduced |
| Fortis Advisors, LLC | 31,300 | $570.0K | 0.37% | 00.0% | Unchanged |
| Archford Capital Strategies, LLC | 31,369 | $571.2K | 0.07% | −2,396−7.1% | Reduced |
| Moseley Investment Management Inc | 31,463 | $572.9K | 0.20% | −23−0.1% | Reduced |
| Numerai GP LLC | 31,612 | $575.7K | 0.08% | −47,162−59.9% | Reduced |
| Point72 Hong Kong Ltd | 31,927 | $581.4K | 0.04% | +31,927 | New |
| Resources Investment Advisors, LLC. | 32,412 | $590.2K | 0.01% | +2,441+8.1% | Added |
| Jefferies Financial Group Inc. | 32,600 | $593.6K | 0.01% | +1,560+5.0% | Added |
| Level Four Advisory Services, LLC | 33,050 | $601.8K | 0.02% | −805−2.4% | Reduced |
| Umb Bank N A | 33,191 | $604.4K | 0.01% | +36+0.1% | Added |
| Valeo Financial Advisors, LLC | 33,380 | $607.8K | 0.01% | −369−1.1% | Reduced |
| Walleye Capital LLC | 33,759 | $614.8K | 0.01% | −263,895−88.7% | Reduced |
| Freestone Capital Holdings, LLC | 33,866 | $616.7K | 0.02% | +3,905+13.0% | Added |
| Trexquant Investment LP | 34,190 | $622.6K | 0.01% | −992,303−96.7% | Reduced |
| Capital Performance Advisors LLP | 34,383 | $626.1K | 0.12% | +336+1.0% | Added |
| VGI Partners Ltd | 34,513 | $628.5K | 0.05% | +34,513 | New |
| Lazard Asset Management LLC | 35,909 | $652.0K | 0.00% | −27,571−43.4% | Reduced |
| McGuire Investment Group, LLC | 35,950 | $654.6K | 0.08% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 36,515 | $664.9K | 0.27% | −17,200−32.0% | Reduced |
| US Bancorp | 37,369 | $680.5K | 0.00% | −5,017−11.8% | Reduced |
| Empowered Funds, LLC | 38,166 | $695.0K | 0.01% | +5,040+15.2% | Added |
| Vise Technologies, Inc. | 39,031 | $710.8K | 0.03% | +39,031 | New |
| Perigon Wealth Management, LLC | 39,290 | $715.5K | 0.02% | −57−0.1% | Reduced |
| Drive Wealth Management, LLC | 40,546 | $738.3K | 0.16% | +563+1.4% | Added |
| Quest Partners LLC | 40,859 | $744.0K | 0.07% | +40,859 | New |
| Mainstay Capital Management LLC | 41,216 | $750.5K | 0.04% | +21,957+114.0% | Added |
| Captrust Financial Advisors | 41,230 | $750.8K | 0.00% | +4,877+13.4% | Added |
| Advisory Services Network, LLC | 33,850 | $764.3K | 0.01% | −19,435−36.5% | Reduced |
| Susquehanna Advisors Group, Inc. | 43,492 | $792.0K | 0.03% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 43,686 | $795.5K | 0.02% | +43,686 | New |
| Forum Financial Management, LP | 43,769 | $797.0K | 0.01% | +2,372+5.7% | Added |
| Fortis Capital Advisors, LLC | 44,567 | $811.6K | 0.15% | +44,567 | New |
| Polymer Capital Management (HK) LTD | 45,274 | $824.4K | 0.13% | +45,274 | New |
| Neuberger Berman Group LLC | 45,979 | $837.3K | 0.00% | +836+1.9% | Added |
| Davy Global Fund Management Ltd | 46,131 | $840.0K | 0.07% | +46,131 | New |
| 111 Capital | 46,319 | $843.5K | 0.15% | +46,319 | New |
| Compass Capital Corp | 40,790 | $851.1K | 0.40% | +29,530+262.3% | Added |
| Pathway Financial Advisers, LLC | 47,319 | $861.7K | 0.28% | +537+1.1% | Added |
| Davenport & Co LLC | 47,717 | $868.9K | 0.00% | −470−1.0% | Reduced |
| Omers Administration Corp | 49,000 | $892.3K | 0.01% | +49,000 | New |
| CMT Capital Markets Trading GmbH | 49,258 | $897.0K | 0.43% | +12,633+34.5% | Added |
| Maryland State Retirement & Pension System | 49,415 | $899.8K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 49,563 | $902.5K | 0.04% | +21,607+77.3% | Added |
| Joule Financial, LLC | 49,576 | $902.8K | 0.29% | +49,576 | New |
| Firsthand Capital Management, Inc. | 50,000 | $910.5K | 1.64% | +50,000 | New |
| Tower Research Capital LLC (TRC) | 51,275 | $933.7K | 0.03% | +38,990+317.4% | Added |
| Two Sigma Securities, LLC | 51,864 | $944.4K | 0.12% | +15,997+44.6% | Added |
| Keystone Financial Services, LLC | 52,332 | $953.0K | 0.72% | +2,430+4.9% | Added |
| Means Investment Co., Inc. | 54,138 | $985.9K | 0.09% | +5,800+12.0% | Added |
| Pinnacle Associates Ltd | 54,693 | $996.0K | 0.01% | −620−1.1% | Reduced |
| Par Capital Management Inc | 55,000 | $1.00M | 0.03% | +55,000 | New |
| CIBC Private Wealth Group, LLC | 55,667 | $1.01M | 0.00% | −2,185−3.8% | Reduced |
| M&T Bank Corp | 57,056 | $1.04M | 0.00% | −1,130−1.9% | Reduced |
| San Luis Wealth Advisors LLC | 58,000 | $1.05M | 0.22% | −1,716−2.9% | Reduced |
| Manufacturers Life Insurance Company, The | 57,983 | $1.06M | 0.00% | −341−0.6% | Reduced |
| Kennedy Investment Group | 58,300 | $1.06M | 0.45% | −6,600−10.2% | Reduced |
| Amalgamated Bank | 58,443 | $1.06M | 0.01% | −625−1.1% | Reduced |
| Sciencast Management LP | 58,537 | $1.07M | 0.22% | +58,537 | New |
| Grange Capital, LLC | 59,068 | $1.08M | 1.12% | −24,994−29.7% | Reduced |
| Aigen Investment Management, LP | 60,213 | $1.10M | 0.15% | −7,660−11.3% | Reduced |
| BluePath Capital Management, LLC | 60,350 | $1.10M | 0.97% | +1,930+3.3% | Added |
| Sigma Planning Corp | 60,653 | $1.10M | 0.03% | +15,617+34.7% | Added |
| Sterling Capital Management LLC | 61,296 | $1.12M | 0.02% | +10,743+21.3% | Added |
| Integrated Wealth Concepts LLC | 61,932 | $1.13M | 0.01% | −36,245−36.9% | Reduced |
| Brookstone Capital Management | 62,328 | $1.13M | 0.01% | +316+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 62,856 | $1.14M | 0.00% | +16,807+36.5% | Added |
| Fox Run Management, L.L.C. | 62,880 | $1.15M | 0.19% | +22,173+54.5% | Added |
| Midwest Professional Planners, LTD. | 63,271 | $1.15M | 0.30% | +1,494+2.4% | Added |
| Hudock, Inc. | 63,295 | $1.15M | 0.19% | +262+0.4% | Added |
| O'Shaughnessy Asset Management, LLC | 63,566 | $1.16M | 0.01% | +22,289+54.0% | Added |
| Shelton Capital Management | 64,000 | $1.17M | 0.03% | +64,000 | New |
| Laird Norton Trust Company, LLC | 64,495 | $1.17M | 0.16% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 64,523 | $1.17M | 0.04% | +1,119+1.8% | Added |
| Solidarilty Wealth, LLC | 65,661 | $1.20M | 0.28% | 00.0% | Unchanged |
| Xponance, Inc. | 67,528 | $1.23M | 0.01% | −938−1.4% | Reduced |
| Virtue Capital Management, LLC | 67,944 | $1.24M | 0.23% | −10,089−12.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,058 | $1.24M | 0.01% | −30,914−31.9% | Reduced |
| Kestra Private Wealth Services, LLC | 68,376 | $1.25M | 0.02% | +8,620+14.4% | Added |
| Harbour Investments, Inc. | 68,896 | $1.25M | 0.03% | −1,684−2.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 68,939 | $1.26M | 0.08% | −9,788−12.4% | Reduced |
| Spire Wealth Management | 70,194 | $1.28M | 0.05% | −13,167−15.8% | Reduced |
| Capital Markets Trading UK LLP | 70,370 | $1.28M | 1.46% | +70,370 | New |
| Xcel Wealth Management, LLC | 70,540 | $1.28M | 0.37% | −2,860−3.9% | Reduced |
| Prudential Financial Inc | 83,756 | $1.29M | 0.00% | +16,146+23.9% | Added |
| Caption Management, LLC | 71,500 | $1.30M | 0.12% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 71,742 | $1.31M | 0.00% | −76,213−51.5% | Reduced |
| Strategic Advocates LLC | 72,482 | $1.32M | 0.39% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 74,144 | $1.35M | 0.07% | −220.0% | Reduced |
| Envestnet Asset Management Inc | 74,223 | $1.35M | 0.00% | +4,505+6.5% | Added |
| Matisse Capital | 75,310 | $1.37M | 0.65% | −5,735−7.1% | Reduced |
| Belpointe Asset Management LLC | 76,552 | $1.39M | 0.06% | +57,265+296.9% | Added |
| River Street Advisors LLC | 77,032 | $1.40M | 0.60% | +9,830+14.6% | Added |
| AlphaStar Capital Management, LLC | 77,086 | $1.40M | 0.10% | −238,647−75.6% | Reduced |
| Nwam LLC | 62,979 | $1.42M | 0.08% | +4,321+7.4% | Added |
| Creekmur Asset Management LLC | 77,815 | $1.42M | 0.25% | +46,975+152.3% | Added |
| Atria Wealth Solutions, Inc. | 77,302 | $1.42M | 0.03% | −126,202−62.0% | Reduced |
| TCG Advisory Services, LLC | 80,585 | $1.47M | 0.05% | +49,672+160.7% | Added |