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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 81,449 | $1.48M | 0.12% | +8,438+11.6% | Added |
| Oak Thistle LLC | 82,105 | $1.50M | 0.22% | −34,796−29.8% | Reduced |
| Fortis Group Advisors, LLC | 67,397 | $1.52M | 0.28% | +67,397 | New |
| Baird Financial Group, Inc. | 84,454 | $1.54M | 0.00% | +5,769+7.3% | Added |
| The PNC Financial Services Group, Inc. | 84,880 | $1.55M | 0.00% | +56,887+203.2% | Added |
| STRS Ohio | 85,570 | $1.56M | 0.01% | +972+1.1% | Added |
| Kovack Advisors, Inc. | 86,121 | $1.57M | 0.15% | +9,061+11.8% | Added |
| JustInvest LLC | 86,306 | $1.57M | 0.02% | +20,057+30.3% | Added |
| CWM, LLC | 87,333 | $1.59M | 0.01% | +4,934+6.0% | Added |
| Caisse des Depots Et Consignations | 88,216 | $1.61M | 0.07% | +88,216 | New |
| Miracle Mile Advisors, LLC | 88,471 | $1.61M | 0.03% | +3,953+4.7% | Added |
| Prospera Financial Services Inc | 90,172 | $1.64M | 0.03% | +12,806+16.6% | Added |
| Toroso Investments, LLC | 91,135 | $1.66M | 0.01% | +15,728+20.9% | Added |
| Clarus Wealth Advisors | 83,691 | $1.67M | 0.77% | +12,756+18.0% | Added |
| SG Americas Securities, LLC | 92,416 | $1.68M | 0.01% | −64,049−40.9% | Reduced |
| Slow Capital, Inc. | 92,554 | $1.69M | 0.21% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 92,947 | $1.69M | 0.02% | +5,995+6.9% | Added |
| Highview Capital Management LLC | 95,104 | $1.73M | 0.67% | +1,531+1.6% | Added |
| Caitong International Asset Management Co., Ltd | 95,745 | $1.74M | 1.25% | +95,727+531,816.7% | Added |
| Truist Financial Corp | 96,802 | $1.76M | 0.00% | −1,976−2.0% | Reduced |
| IFP Advisors, Inc | 96,023 | $1.77M | 0.05% | +4,381+4.8% | Added |
| Headlands Technologies LLC | 97,356 | $1.77M | 0.21% | +94,976+3,990.6% | Added |
| Scientech Research LLC | 100,170 | $1.82M | 0.45% | +100,170 | New |
| Teamwork Financial Advisors, LLC | 101,251 | $1.84M | 0.23% | +21,001+26.2% | Added |
| Public Employees Retirement Association of Colorado | 102,103 | $1.86M | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 102,751 | $1.87M | 0.01% | +22,307+27.7% | Added |
| Global Retirement Partners, LLC | 103,797 | $1.89M | 0.05% | +103,797 | New |
| Riggs Asset Managment Co. Inc. | 105,350 | $1.92M | 0.47% | +4,327+4.3% | Added |
| Virginia Retirement Systems Et Al | 106,695 | $1.94M | 0.01% | −21,200−16.6% | Reduced |
| Triumph Capital Management | 107,325 | $1.95M | 0.59% | +32,918+44.2% | Added |
| Beacon Pointe Advisors, LLC | 107,826 | $1.96M | 0.02% | −23,903−18.1% | Reduced |
| Options Solutions, LLC | 108,961 | $1.98M | 0.71% | +6,236+6.1% | Added |
| Capital Advisors Wealth Management, LLC | 110,357 | $2.01M | 0.32% | −345−0.3% | Reduced |
| Perennial Investment Advisors, LLC | 111,525 | $2.03M | 0.20% | +10,808+10.7% | Added |
| Russell Investments Group, Ltd. | 118,503 | $2.16M | 0.00% | +26,160+28.3% | Added |
| Axq Capital, LP | 120,753 | $2.20M | 0.71% | −9,681−7.4% | Reduced |
| D.A. Davidson & Co. | 122,128 | $2.22M | 0.02% | +798+0.7% | Added |
| Alliance Wealth Advisors, LLC | 122,153 | $2.22M | 0.55% | +65+0.1% | Added |
| GatePass Capital, LLC | 122,521 | $2.23M | 1.48% | +210.0% | Added |
| CI Private Wealth, LLC | 125,291 | $2.26M | 0.00% | +22,069+21.4% | Added |
| Edgestream Partners, L.P. | 124,073 | $2.26M | 0.06% | −274,479−68.9% | Reduced |
| Miller Financial Services LLC | 128,145 | $2.33M | 2.97% | +10,279+8.7% | Added |
| Sanctuary Advisors, LLC | 129,057 | $2.35M | 0.01% | +59,870+86.5% | Added |
| Pegasus Asset Management, Inc. | 129,451 | $2.36M | 0.81% | +5,564+4.5% | Added |
| Pathstone Holdings, LLC | 131,905 | $2.40M | 0.01% | −51,285−28.0% | Reduced |
| Occudo Quantitative Strategies LP | 132,926 | $2.42M | 0.27% | +51,510+63.3% | Added |
| Illinois Municipal Retirement Fund | 133,749 | $2.44M | 0.03% | +88,237+193.9% | Added |
| Acorn Financial Advisory Services Inc | 134,466 | $2.45M | 0.40% | −623−0.5% | Reduced |
| LM Advisors LLC | 134,600 | $2.45M | 0.32% | −5,027−3.6% | Reduced |
| PDT Partners, LLC | 136,102 | $2.48M | 0.14% | −112,588−45.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 136,520 | $2.49M | 0.01% | −1,475,180−91.5% | Reduced |
| Brendel Financial Advisors LLC | 139,110 | $2.53M | 1.42% | +139,110 | New |
| Intech Investment Management LLC | 139,348 | $2.54M | 0.02% | −41,450−22.9% | Reduced |
| Belmont Capital, LLC | 140,000 | $2.55M | 0.39% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 140,331 | $2.56M | 0.01% | −11,469−7.6% | Reduced |
| Intellus Advisors LLC | 140,923 | $2.57M | 0.38% | +15,490+12.3% | Added |
| Nisa Investment Advisors, LLC | 141,700 | $2.58M | 0.01% | 00.0% | Unchanged |
| Science & Technology Partners, L.P. | 142,000 | $2.59M | 0.68% | +142,000 | New |
| Gillson Capital LP | 142,000 | $2.59M | 0.20% | +142,000 | New |
| Qsemble Capital Management, LP | 143,810 | $2.62M | 0.25% | −53,314−27.0% | Reduced |
| Gsa Capital Partners LLP | 145,149 | $2.64M | 0.19% | +81,800+129.1% | Added |
| Burney Co | 147,136 | $2.68M | 0.09% | +557+0.4% | Added |
| Dark Forest Capital Management LP | 148,435 | $2.70M | 0.11% | −53,018−26.3% | Reduced |
| Sullivan Wood Capital Management LLC | 153,695 | $2.80M | 5.83% | +153,695 | New |
| Virtu Financial LLC | 155,389 | $2.83M | 0.14% | +63,077+68.3% | Added |
| Concurrent Investment Advisors, LLC | 156,682 | $2.85M | 0.06% | −17,057−9.8% | Reduced |
| Van Eck Associates Corp | 159,459 | $2.90M | 0.00% | −1,864−1.2% | Reduced |
| Warm Springs Advisors Inc. | 160,000 | $2.91M | 2.50% | 00.0% | Unchanged |
| Mfg Wealth Management, Inc. | 161,825 | $2.95M | 2.48% | +5,548+3.6% | Added |
| Kercheville Advisors, LLC | 162,400 | $2.96M | 1.02% | +162,400 | New |
| Pictet Asset Management Holding SA | 163,178 | $2.96M | 0.00% | +80.0% | Added |
| Voya Investment Management LLC | 165,836 | $3.02M | 0.00% | −18,829−10.2% | Reduced |
| Kestra Advisory Services, LLC | 166,962 | $3.04M | 0.01% | +16,419+10.9% | Added |
| Janney Montgomery Scott LLC | 167,370 | $3.05M | 0.01% | +19,439+13.1% | Added |
| Northwestern Mutual Wealth Management Co | 167,516 | $3.05M | 0.00% | +30,006+21.8% | Added |
| Creative Planning | 169,059 | $3.08M | 0.00% | +43,196+34.3% | Added |
| Polen Capital Management LLC | 170,896 | $3.11M | 0.01% | +170,896 | New |
| Utah Retirement Systems | 174,505 | $3.18M | 0.03% | −795−0.5% | Reduced |
| HighTower Advisors, LLC | 175,327 | $3.19M | 0.00% | −9,156−5.0% | Reduced |
| Quantinno Capital Management LP | 178,569 | $3.25M | 0.01% | +48,546+37.3% | Added |
| Oppenheimer & Co Inc | 178,605 | $3.25M | 0.04% | −63,549−26.2% | Reduced |
| Macquarie Group Ltd | 179,424 | $3.27M | 0.00% | +179,424 | New |
| Fiduciary Alliance LLC | 191,913 | $3.49M | 0.26% | +94,969+98.0% | Added |
| RFG Advisory, LLC | 192,001 | $3.50M | 0.08% | +20,603+12.0% | Added |
| Brevan Howard Capital Management LP | 193,766 | $3.53M | 0.04% | −288,706−59.8% | Reduced |
| Prentice Capital Management, LP | 198,752 | $3.62M | 6.03% | −829−0.4% | Reduced |
| Independent Financial Group, LLC | 200,449 | $3.65M | 0.10% | +38,708+23.9% | Added |
| Consolidated Investment Group LLC | 201,085 | $3.66M | 0.49% | +50,000+33.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 200,276 | $3.72M | 0.01% | −249,813−55.5% | Reduced |
| Cookson Peirce & Co Inc | 209,909 | $3.82M | 0.17% | +135,080+180.5% | Added |
| KLP Kapitalforvaltning AS | 216,400 | $3.94M | 0.02% | +7,300+3.5% | Added |
| CMG Global Holdings, LLC | 213,026 | $4.48M | 2.36% | +72,637+51.7% | Added |
| Handelsbanken Fonder AB | 252,900 | $4.61M | 0.02% | +7,800+3.2% | Added |
| Well Done, LLC | 253,700 | $4.62M | 0.87% | +29,700+13.3% | Added |
| Arrowstreet Capital, Limited Partnership | 254,425 | $4.63M | 0.00% | +254,425 | New |
| Firethorn Wealth Partners, LLC | 254,507 | $4.63M | 2.01% | +25,499+11.1% | Added |
| Engineers Gate Manager LP | 257,112 | $4.68M | 0.06% | −472,254−64.7% | Reduced |
| Summit Trail Advisors, LLC | 257,524 | $4.69M | 0.08% | −8,423−3.2% | Reduced |
| Teacher Retirement System of Texas | 260,873 | $4.75M | 0.02% | +13,180+5.3% | Added |
| Principal Financial Group Inc | 262,316 | $4.78M | 0.00% | +206,945+373.7% | Added |