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 |
|---|---|---|---|---|---|
| one8zero8, LLC | 21,550 | $392.4K | 0.09% | −500−2.3% | Reduced |
| Probity Advisors, Inc. | 21,369 | $389.1K | 0.07% | −722−3.3% | Reduced |
| Meeder Advisory Services, Inc. | 20,925 | $381.0K | 0.02% | +851+4.2% | Added |
| Sowell Financial Services LLC | 20,835 | $379.4K | 0.02% | −1,458−6.5% | Reduced |
| Simplicity Wealth,LLC | 20,708 | $377.1K | 0.02% | −208,595−91.0% | Reduced |
| Accuvest Global Advisors | 20,665 | $376.0K | 0.24% | −3,467−14.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 20,600 | $375.1K | 0.02% | +4,601+28.8% | Added |
| Harvest Fund Management Co., Ltd | 20,593 | $375.0K | 0.02% | +20,593 | New |
| CTC Alternative Strategies, Ltd. | 20,511 | $373.5K | 0.33% | +20,511 | New |
| Stratos Wealth Advisors, LLC | 20,290 | $369.5K | 0.02% | −4,290−17.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 20,118 | $366.3K | 0.08% | +1,250+6.6% | Added |
| Marathon Trading Investment Management LLC | 19,600 | $356.9K | 0.21% | +19,600 | New |
| Fagan Associates, Inc. | 19,485 | $354.8K | 0.05% | +19,485 | New |
| FORA Capital, LLC | 19,161 | $348.9K | 0.04% | −918,781−98.0% | Reduced |
| Park Avenue Securities LLC | 18,992 | $346.0K | 0.00% | +4,870+34.5% | Added |
| Evolution Wealth Advisors, LLC | 18,715 | $340.8K | 0.05% | −200−1.1% | Reduced |
| CIBC World Markets Inc. | 18,684 | $340.2K | 0.00% | +1,610+9.4% | Added |
| Buckingham Strategic Partners | 18,676 | $339.2K | 0.00% | −5,549−22.9% | Reduced |
| AE Wealth Management LLC | 18,620 | $339.1K | 0.00% | +514+2.8% | Added |
| Mayfair Advisory Group, LLC | 15,285 | $337.8K | 0.16% | −400−2.6% | Reduced |
| Bravias Capital Group, LLC | 18,550 | $337.8K | 0.25% | +18,550 | New |
| Centaurus Financial, Inc. | 18,522 | $337.0K | 0.02% | +7,365+66.0% | Added |
| Pointe Capital Management LLC | 18,490 | $336.7K | 0.17% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,316 | $333.5K | 0.01% | +1,958+12.0% | Added |
| Verus Capital Partners, LLC | 18,058 | $328.8K | 0.03% | +868+5.0% | Added |
| Cannon Global Investment Management, LLC | 17,746 | $323.2K | 0.88% | −12,254−40.8% | Reduced |
| Adams Wealth Management | 17,333 | $322.3K | 0.06% | 00.0% | Unchanged |
| CacheTech Inc. | 17,333 | $322.3K | 0.06% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 17,667 | $321.7K | 0.01% | −568−3.1% | Reduced |
| Dynamic Advisor Solutions LLC | 17,545 | $319.5K | 0.01% | +2,586+17.3% | Added |
| Leonteq Securities AG | 17,500 | $318.7K | 0.02% | −500−2.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 17,476 | $318.2K | 0.05% | −4,583−20.8% | Reduced |
| Capital Advisors Inc | 17,402 | $316.9K | 0.01% | +4,041+30.2% | Added |
| NorthRock Partners, LLC | 17,374 | $316.4K | 0.01% | +2,601+17.6% | Added |
| Traynor Capital Management, Inc. | 17,886 | $315.5K | 0.02% | −1,369−7.1% | Reduced |
| Global Financial Private Client, LLC | 17,313 | $315.3K | 0.12% | +3,507+25.4% | Added |
| Tucker Asset Management LLC | 17,200 | $313.2K | 0.10% | +2,121+14.1% | Added |
| 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 |
| NWF Advisory Services Inc. | 16,864 | $307.1K | 0.04% | −1,236−6.8% | Reduced |
| Bensler, LLC | 16,850 | $306.8K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16,782 | $305.6K | 0.04% | +16,782 | New |
| Prosperity Wealth Management, Inc. | 16,780 | $305.6K | 0.11% | +5,555+49.5% | Added |
| Bleakley Financial Group, LLC | 16,709 | $304.3K | 0.01% | +16,709 | New |
| Freestone Grove Partners LP | 16,699 | $304.1K | 0.00% | −8,410−33.5% | Reduced |
| Clay Northam Wealth Management, LLC | 16,665 | $303.5K | 0.19% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,631 | $302.9K | 0.01% | +2,717+19.5% | Added |
| SCS Capital Management LLC | 16,601 | $302.3K | 0.00% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 16,448 | $299.5K | 0.00% | −1,310−7.4% | Reduced |
| Albion Financial Group | 16,415 | $298.9K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 16,324 | $297.3K | 0.04% | +122+0.8% | Added |
| Truefg, LLC | 16,300 | $296.8K | 0.09% | 00.0% | Unchanged |
| USAdvisors Wealth Management, LLC | 16,200 | $295.0K | 0.11% | +700+4.5% | Added |
| Fullcircle Wealth LLC | 13,400 | $292.3K | 0.11% | +100+0.8% | Added |
| Mutual Advisors, LLC | 13,714 | $290.7K | 0.01% | +2,689+24.4% | Added |
| Northwest Wealth Management, LLC | 15,775 | $287.3K | 0.05% | −125−0.8% | Reduced |
| Independent Wealth Network Inc. | 15,715 | $286.2K | 0.10% | −401−2.5% | Reduced |
| Fermata Advisors, LLC | 15,710 | $286.1K | 0.08% | +3,225+25.8% | Added |
| Axim Planning & Wealth | 15,650 | $285.0K | 0.26% | +1,000+6.8% | Added |
| Winton Group Ltd | 15,460 | $281.5K | 0.01% | +15,460 | New |
| SageView Advisory Group, LLC | 13,376 | $281.2K | 0.01% | +1,890+16.5% | Added |
| Ausdal Financial Partners, Inc. | 15,394 | $280.3K | 0.02% | +1,762+12.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,110 | $275.2K | 0.03% | +15,110 | New |
| Gotham Asset Management, LLC | 14,991 | $273.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14,899 | $271.3K | 0.03% | +1,950+15.1% | Added |
| Financial Advisory Service, Inc. | 14,820 | $269.9K | 0.02% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 15,633 | $269.7K | 0.00% | +15,633 | New |
| Highland Capital Management, LLC | 14,784 | $269.2K | 0.01% | −73,371−83.2% | Reduced |
| Paradigm Financial Partners, LLC | 14,703 | $267.7K | 0.03% | +3,050+26.2% | Added |
| Avestar Capital, LLC | 14,582 | $265.5K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 14,500 | $264.0K | 0.18% | +1,000+7.4% | Added |
| Garden State Investment Advisory Services LLC | 14,475 | $263.6K | 0.07% | −680−4.5% | Reduced |
| Pallas Capital Advisors LLC | 14,347 | $261.3K | 0.01% | −12,894−47.3% | Reduced |
| Parallel Advisors, LLC | 14,229 | $259.1K | 0.01% | +5,475+62.5% | Added |
| Ballentine Partners, LLC | 14,214 | $258.8K | 0.00% | −434−3.0% | Reduced |
| Cooper Financial Group | 14,155 | $257.8K | 0.03% | −2,620−15.6% | Reduced |
| State of Wyoming | 14,139 | $257.5K | 0.03% | +836+6.3% | Added |
| Principal Securities, Inc. | 14,042 | $255.7K | 0.00% | +5,455+63.5% | Added |
| Sava Infond d.o.o. | 14,000 | $254.9K | 0.04% | +2,000+16.7% | Added |
| Benjamin Edwards Inc | 13,941 | $253.9K | 0.00% | +13,941 | New |
| Sig Brokerage, LP | 13,798 | $251.3K | 0.07% | −3,000−17.9% | Reduced |
| Franklin Resources Inc | 13,796 | $251.2K | 0.00% | +2,596+23.2% | Added |
| Key Client Fiduciary Advisors, LLC | 13,682 | $249.1K | 0.10% | −410−2.9% | Reduced |
| Caxton Associates LLP | 13,676 | $249.0K | 0.01% | +2,544+22.9% | Added |
| Worth Financial Advisory Group, LLC | 13,600 | $247.7K | 0.15% | −10−0.1% | Reduced |
| Waterloo Capital, L.P. | 13,318 | $242.5K | 0.02% | +13,318 | New |
| Procyon Private Wealth Partners, LLC | 13,264 | $241.5K | 0.02% | −1,075−7.5% | Reduced |
| CoreCap Advisors, LLC | 13,206 | $240.5K | 0.01% | −726−5.2% | Reduced |
| Keystone Financial Services | 12,967 | $236.1K | 0.08% | −119−0.9% | Reduced |
| Brown Advisory Inc | 12,927 | $235.4K | 0.00% | −11,846−47.8% | Reduced |
| Good Life Advisors, LLC | 12,906 | $235.0K | 0.01% | −1,605−11.1% | Reduced |
| Danske Bank A/S | 12,880 | $234.5K | 0.00% | −67,228−83.9% | Reduced |
| Thoroughbred Financial Services, LLC | 12,857 | $234.0K | 0.02% | +12,857 | New |
| Machina Capital S.A.S. | 12,842 | $233.9K | 0.05% | +12,842 | New |
| HSBC Holdings PLC | 12,491 | $232.0K | 0.00% | −4,614−27.0% | Reduced |
| Wealthcare Advisory Partners LLC | 12,571 | $228.9K | 0.01% | +12,571 | New |
| U.S. Capital Wealth Advisors, LLC | 12,554 | $228.6K | 0.01% | −3,379−21.2% | Reduced |
| J. Safra Sarasin Holding AG | 12,500 | $227.6K | 0.00% | +12,500 | New |
| Visionary Wealth Advisors | 12,469 | $227.1K | 0.01% | +1,616+14.9% | Added |
| Prostatis Group LLC | 12,261 | $223.3K | 0.06% | 00.0% | Unchanged |