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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 131,905 | $2.40M | 0.01% | −51,285−28.0% | Reduced |
| Pegasus Asset Management, Inc. | 129,451 | $2.36M | 0.81% | +5,564+4.5% | Added |
| Sanctuary Advisors, LLC | 129,057 | $2.35M | 0.01% | +59,870+86.5% | Added |
| Miller Financial Services LLC | 128,145 | $2.33M | 2.97% | +10,279+8.7% | Added |
| Edgestream Partners, L.P. | 124,073 | $2.26M | 0.06% | −274,479−68.9% | Reduced |
| CI Private Wealth, LLC | 125,291 | $2.26M | 0.00% | +22,069+21.4% | Added |
| GatePass Capital, LLC | 122,521 | $2.23M | 1.48% | +210.0% | Added |
| Alliance Wealth Advisors, LLC | 122,153 | $2.22M | 0.55% | +65+0.1% | Added |
| D.A. Davidson & Co. | 122,128 | $2.22M | 0.02% | +798+0.7% | Added |
| Axq Capital, LP | 120,753 | $2.20M | 0.71% | −9,681−7.4% | Reduced |
| Russell Investments Group, Ltd. | 118,503 | $2.16M | 0.00% | +26,160+28.3% | Added |
| Perennial Investment Advisors, LLC | 111,525 | $2.03M | 0.20% | +10,808+10.7% | Added |
| Capital Advisors Wealth Management, LLC | 110,357 | $2.01M | 0.32% | −345−0.3% | Reduced |
| Options Solutions, LLC | 108,961 | $1.98M | 0.71% | +6,236+6.1% | Added |
| Beacon Pointe Advisors, LLC | 107,826 | $1.96M | 0.02% | −23,903−18.1% | Reduced |
| Triumph Capital Management | 107,325 | $1.95M | 0.59% | +32,918+44.2% | Added |
| Virginia Retirement Systems Et Al | 106,695 | $1.94M | 0.01% | −21,200−16.6% | Reduced |
| Riggs Asset Managment Co. Inc. | 105,350 | $1.92M | 0.47% | +4,327+4.3% | Added |
| Global Retirement Partners, LLC | 103,797 | $1.89M | 0.05% | +103,797 | New |
| Avantax Advisory Services, Inc. | 102,751 | $1.87M | 0.01% | +22,307+27.7% | Added |
| Public Employees Retirement Association of Colorado | 102,103 | $1.86M | 0.01% | 00.0% | Unchanged |
| Teamwork Financial Advisors, LLC | 101,251 | $1.84M | 0.23% | +21,001+26.2% | Added |
| Scientech Research LLC | 100,170 | $1.82M | 0.45% | +100,170 | New |
| Headlands Technologies LLC | 97,356 | $1.77M | 0.21% | +94,976+3,990.6% | Added |
| IFP Advisors, Inc | 96,023 | $1.77M | 0.05% | +4,381+4.8% | Added |
| Truist Financial Corp | 96,802 | $1.76M | 0.00% | −1,976−2.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 95,745 | $1.74M | 1.25% | +95,727+531,816.7% | Added |
| Highview Capital Management LLC | 95,104 | $1.73M | 0.67% | +1,531+1.6% | Added |
| Stratos Wealth Partners, LTD. | 92,947 | $1.69M | 0.02% | +5,995+6.9% | Added |
| Slow Capital, Inc. | 92,554 | $1.69M | 0.21% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 92,416 | $1.68M | 0.01% | −64,049−40.9% | Reduced |
| Clarus Wealth Advisors | 83,691 | $1.67M | 0.77% | +12,756+18.0% | Added |
| Toroso Investments, LLC | 91,135 | $1.66M | 0.01% | +15,728+20.9% | Added |
| Prospera Financial Services Inc | 90,172 | $1.64M | 0.03% | +12,806+16.6% | Added |
| Miracle Mile Advisors, LLC | 88,471 | $1.61M | 0.03% | +3,953+4.7% | Added |
| Caisse des Depots Et Consignations | 88,216 | $1.61M | 0.07% | +88,216 | New |
| CWM, LLC | 87,333 | $1.59M | 0.01% | +4,934+6.0% | Added |
| JustInvest LLC | 86,306 | $1.57M | 0.02% | +20,057+30.3% | Added |
| Kovack Advisors, Inc. | 86,121 | $1.57M | 0.15% | +9,061+11.8% | Added |
| STRS Ohio | 85,570 | $1.56M | 0.01% | +972+1.1% | Added |
| The PNC Financial Services Group, Inc. | 84,880 | $1.55M | 0.00% | +56,887+203.2% | Added |
| Baird Financial Group, Inc. | 84,454 | $1.54M | 0.00% | +5,769+7.3% | Added |
| Fortis Group Advisors, LLC | 67,397 | $1.52M | 0.28% | +67,397 | New |
| Oak Thistle LLC | 82,105 | $1.50M | 0.22% | −34,796−29.8% | Reduced |
| Tradition Wealth Management, LLC | 81,449 | $1.48M | 0.12% | +8,438+11.6% | Added |
| TCG Advisory Services, LLC | 80,585 | $1.47M | 0.05% | +49,672+160.7% | Added |
| Atria Wealth Solutions, Inc. | 77,302 | $1.42M | 0.03% | −126,202−62.0% | Reduced |
| Creekmur Asset Management LLC | 77,815 | $1.42M | 0.25% | +46,975+152.3% | Added |
| Nwam LLC | 62,979 | $1.42M | 0.08% | +4,321+7.4% | Added |
| AlphaStar Capital Management, LLC | 77,086 | $1.40M | 0.10% | −238,647−75.6% | Reduced |
| River Street Advisors LLC | 77,032 | $1.40M | 0.60% | +9,830+14.6% | Added |
| Belpointe Asset Management LLC | 76,552 | $1.39M | 0.06% | +57,265+296.9% | Added |
| Matisse Capital | 75,310 | $1.37M | 0.65% | −5,735−7.1% | Reduced |
| Envestnet Asset Management Inc | 74,223 | $1.35M | 0.00% | +4,505+6.5% | Added |
| HighPoint Advisor Group LLC | 74,144 | $1.35M | 0.07% | −220.0% | Reduced |
| Strategic Advocates LLC | 72,482 | $1.32M | 0.39% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 71,742 | $1.31M | 0.00% | −76,213−51.5% | Reduced |
| Caption Management, LLC | 71,500 | $1.30M | 0.12% | 00.0% | Unchanged |
| Prudential Financial Inc | 83,756 | $1.29M | 0.00% | +16,146+23.9% | Added |
| Xcel Wealth Management, LLC | 70,540 | $1.28M | 0.37% | −2,860−3.9% | Reduced |
| Capital Markets Trading UK LLP | 70,370 | $1.28M | 1.46% | +70,370 | New |
| Spire Wealth Management | 70,194 | $1.28M | 0.05% | −13,167−15.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 68,939 | $1.26M | 0.08% | −9,788−12.4% | Reduced |
| Harbour Investments, Inc. | 68,896 | $1.25M | 0.03% | −1,684−2.4% | Reduced |
| Kestra Private Wealth Services, LLC | 68,376 | $1.25M | 0.02% | +8,620+14.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 66,058 | $1.24M | 0.01% | −30,914−31.9% | Reduced |
| Virtue Capital Management, LLC | 67,944 | $1.24M | 0.23% | −10,089−12.9% | Reduced |
| Xponance, Inc. | 67,528 | $1.23M | 0.01% | −938−1.4% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $1.20M | 0.28% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 64,523 | $1.17M | 0.04% | +1,119+1.8% | Added |
| Laird Norton Trust Company, LLC | 64,495 | $1.17M | 0.16% | 00.0% | Unchanged |
| Shelton Capital Management | 64,000 | $1.17M | 0.03% | +64,000 | New |
| O'Shaughnessy Asset Management, LLC | 63,566 | $1.16M | 0.01% | +22,289+54.0% | Added |
| Hudock, Inc. | 63,295 | $1.15M | 0.19% | +262+0.4% | Added |
| Midwest Professional Planners, LTD. | 63,271 | $1.15M | 0.30% | +1,494+2.4% | Added |
| Fox Run Management, L.L.C. | 62,880 | $1.15M | 0.19% | +22,173+54.5% | Added |
| Kovitz Investment Group Partners, LLC | 62,856 | $1.14M | 0.00% | +16,807+36.5% | Added |
| Brookstone Capital Management | 62,328 | $1.13M | 0.01% | +316+0.5% | Added |
| Integrated Wealth Concepts LLC | 61,932 | $1.13M | 0.01% | −36,245−36.9% | Reduced |
| Sterling Capital Management LLC | 61,296 | $1.12M | 0.02% | +10,743+21.3% | Added |
| Sigma Planning Corp | 60,653 | $1.10M | 0.03% | +15,617+34.7% | Added |
| BluePath Capital Management, LLC | 60,350 | $1.10M | 0.97% | +1,930+3.3% | Added |
| Aigen Investment Management, LP | 60,213 | $1.10M | 0.15% | −7,660−11.3% | Reduced |
| Grange Capital, LLC | 59,068 | $1.08M | 1.12% | −24,994−29.7% | Reduced |
| Sciencast Management LP | 58,537 | $1.07M | 0.22% | +58,537 | New |
| Amalgamated Bank | 58,443 | $1.06M | 0.01% | −625−1.1% | Reduced |
| Kennedy Investment Group | 58,300 | $1.06M | 0.45% | −6,600−10.2% | Reduced |
| Manufacturers Life Insurance Company, The | 57,983 | $1.06M | 0.00% | −341−0.6% | Reduced |
| San Luis Wealth Advisors LLC | 58,000 | $1.05M | 0.22% | −1,716−2.9% | Reduced |
| M&T Bank Corp | 57,056 | $1.04M | 0.00% | −1,130−1.9% | Reduced |
| CIBC Private Wealth Group, LLC | 55,667 | $1.01M | 0.00% | −2,185−3.8% | Reduced |
| Par Capital Management Inc | 55,000 | $1.00M | 0.03% | +55,000 | New |
| Pinnacle Associates Ltd | 54,693 | $996.0K | 0.01% | −620−1.1% | Reduced |
| Means Investment Co., Inc. | 54,138 | $985.9K | 0.09% | +5,800+12.0% | Added |
| Keystone Financial Services, LLC | 52,332 | $953.0K | 0.72% | +2,430+4.9% | Added |
| Two Sigma Securities, LLC | 51,864 | $944.4K | 0.12% | +15,997+44.6% | Added |
| Tower Research Capital LLC (TRC) | 51,275 | $933.7K | 0.03% | +38,990+317.4% | Added |
| Firsthand Capital Management, Inc. | 50,000 | $910.5K | 1.64% | +50,000 | New |
| Joule Financial, LLC | 49,576 | $902.8K | 0.29% | +49,576 | New |
| XTX Topco Ltd | 49,563 | $902.5K | 0.04% | +21,607+77.3% | Added |