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 |
|---|---|---|---|---|---|
| StoneX Group Inc. | 12,538 | $222.6K | 0.01% | +12,538 | New |
| KLCM Advisors, Inc. | 12,200 | $222.2K | 0.02% | +1,200+10.9% | Added |
| Avion Wealth | 10,157 | $220.0K | 0.05% | +33+0.3% | Added |
| Rosenberg Matthew Hamilton | 12,026 | $219.0K | 0.05% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 11,950 | $217.6K | 0.00% | +11,250+1,607.1% | Added |
| Prasad Wealth Partners, LLC | 11,872 | $216.2K | 0.06% | +60+0.5% | Added |
| Federated Hermes, Inc. | 11,751 | $214.0K | 0.00% | +11,751 | New |
| Yousif Capital Management, LLC | 11,614 | $211.5K | 0.00% | −1,515−11.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $209.4K | 0.07% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,492 | $209.3K | 0.00% | +11,492 | New |
| Advisors Management Group Inc | 11,341 | $207.0K | 0.04% | +178+1.6% | Added |
| Guggenheim Capital LLC | 11,350 | $206.7K | 0.00% | −1,009−8.2% | Reduced |
| Diversified Trust Co | 11,328 | $206.3K | 0.00% | +390+3.6% | Added |
| M1 Capital Management LLC | 11,300 | $205.8K | 0.10% | −100−0.9% | Reduced |
| Krilogy Financial LLC | 11,297 | $205.7K | 0.01% | +11,297 | New |
| Sequoia Financial Advisors, LLC | 11,177 | $203.5K | 0.00% | −4,367−28.1% | Reduced |
| Comerica Bank | 11,162 | $203.3K | 0.00% | −2,038−15.4% | Reduced |
| Lido Advisors, LLC | 11,125 | $202.6K | 0.00% | +11,125 | New |
| KMG Fiduciary Partners, LLC | 11,094 | $202.0K | 0.01% | +11,094 | New |
| PKS Advisory Services, LLC | 11,000 | $200.3K | 0.05% | +11,000 | New |
| United Capital Financial Advisers, LLC | 10,984 | $200.0K | 0.00% | +945+9.4% | Added |
| Horizon Wealth Management, LLC | 10,900 | $198.5K | 0.03% | −80−0.7% | Reduced |
| Farther Finance Advisors, LLC | 10,771 | $196.1K | 0.00% | +6,423+147.7% | Added |
| Palacios Wealth Management, LLC | 10,700 | $194.8K | 0.16% | +10,700 | New |
| Panoramic Investment Advisors, LLC | 10,650 | $193.9K | 0.12% | 00.0% | Unchanged |
| Cigna Investments Inc | 10,578 | $193.0K | 0.03% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,565 | $192.4K | 0.01% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 10,366 | $188.8K | 0.00% | +10,366 | New |
| Great Valley Advisor Group, Inc. | 10,341 | $188.3K | 0.00% | −5,013−32.6% | Reduced |
| Transcend Wealth Collective, LLC | 10,332 | $188.1K | 0.01% | +130+1.3% | Added |
| White Wing Wealth Management | 10,250 | $186.7K | 0.13% | +10,250 | New |
| GF Fund Management Co. Ltd. | 10,248 | $186.6K | 0.00% | −31,456−75.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 10,000 | $182.1K | 0.05% | 00.0% | Unchanged |
| Covestor Ltd | 9,986 | $182.0K | 0.11% | +8,743+703.4% | Added |
| Quarry LP | 9,855 | $179.5K | 0.04% | −4,771−32.6% | Reduced |
| Geneos Wealth Management Inc. | 9,136 | $166.4K | 0.00% | −2,283−20.0% | Reduced |
| South State Corp. | 8,591 | $156.4K | 0.01% | +30+0.4% | Added |
| GAMMA Investing LLC | 8,558 | $155.8K | 0.01% | +275+3.3% | Added |
| Baader Bank INC | 13,500 | $151.9K | 0.01% | +13,500 | New |
| Sunbelt Securities, Inc. | 9,750 | $150.2K | 0.01% | +9,000+1,200.0% | Added |
| SRS Capital Advisors, Inc. | 7,907 | $144.0K | 0.01% | +368+4.9% | Added |
| NBC Securities, Inc. | 7,677 | $139.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 7,600 | $138.4K | 0.01% | +100+1.3% | Added |
| Asset Management One Co.,Ltd. | 7,474 | $136.1K | 0.00% | −640−7.9% | Reduced |
| Nemes Rush Group LLC | 7,338 | $133.6K | 0.01% | −550−7.0% | Reduced |
| AdvisorNet Financial, Inc | 7,165 | $130.5K | 0.01% | +1,709+31.3% | Added |
| Vermillion & White Wealth Management Group, LLC | 7,000 | $127.5K | 0.08% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 6,892 | $124.0K | 0.00% | +6,892 | New |
| Wolff Wiese Magana LLC | 6,600 | $120.2K | 0.07% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 6,570 | $119.6K | 0.00% | +4,827+276.9% | Added |
| Ameritas Advisory Services, LLC | 5,957 | $108.5K | 0.01% | +5,957 | New |
| Ci Investments Inc. | 5,851 | $107.0K | 0.00% | +1,055+22.0% | Added |
| MAI Capital Management | 5,834 | $106.2K | 0.00% | +2,749+89.1% | Added |
| Copia Wealth Management | 5,592 | $101.8K | 0.09% | +2,176+63.7% | Added |
| Skopos Labs, Inc. | 5,466 | $99.5K | 0.01% | −1,771−24.5% | Reduced |
| Game Plan Financial Advisors, LLC | 5,200 | $94.7K | 0.04% | −2,250−30.2% | Reduced |
| SOA Wealth Advisors, LLC. | 5,134 | $93.5K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5,052 | $92.0K | 0.00% | +1,014+25.1% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $91.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 4,945 | $90.0K | 0.00% | −2,248−31.3% | Reduced |
| Tidemark, LLC | 4,892 | $89.1K | 0.03% | +514+11.7% | Added |
| N.E.W. Advisory Services LLC | 4,853 | $88.4K | 0.01% | −2,321−32.4% | Reduced |
| Bryn Mawr Trust Co | 4,830 | $88.0K | 0.00% | +4,830 | New |
| Tortoise Investment Management, LLC | 4,477 | $81.5K | 0.01% | +38+0.9% | Added |
| Bank of New Hampshire | 4,200 | $76.5K | 0.02% | +200+5.0% | Added |
| Essential Partners LLC | 4,013 | $73.1K | 0.03% | +4,013 | New |
| WealthCollab, LLC | 4,000 | $72.8K | 0.04% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,976 | $72.4K | 0.01% | +3,976 | New |
| Migdal Insurance & Financial Holdings Ltd. | 3,900 | $71.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3,800 | $69.2K | 0.04% | +3,200+533.3% | Added |
| Clearstead Advisors, LLC | 3,659 | $66.6K | 0.00% | +807+28.3% | Added |
| Aster Capital Management (DIFC) Ltd | 3,612 | $65.8K | 0.01% | +2,246+164.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,536 | $64.4K | 0.00% | −37,588−91.4% | Reduced |
| Atlantic Union Bankshares Corp | 3,441 | $62.7K | 0.00% | +3,441 | New |
| EverSource Wealth Advisors, LLC | 3,436 | $62.6K | 0.00% | −816−19.2% | Reduced |
| Erste Asset Management GmbH | 3,410 | $62.1K | 0.00% | +3,410 | New |
| Edmond de Rothschild Holding S.A. | 3,370 | $61.4K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3,324 | $60.5K | 0.03% | +80+2.5% | Added |
| Legacy Investment Solutions, LLC | 3,324 | $60.5K | 0.03% | +3,324 | New |
| GeoWealth Management, LLC | 3,315 | $60.4K | 0.00% | +29+0.9% | Added |
| Cullen/Frost Bankers, Inc. | 3,254 | $59.3K | 0.00% | −1,608−33.1% | Reduced |
| Westside Investment Management, Inc. | 3,300 | $58.7K | 0.01% | −250−7.0% | Reduced |
| MCF Advisors LLC | 3,072 | $55.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 2,900 | $52.8K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,653 | $48.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2,562 | $46.7K | 0.00% | +1,553+153.9% | Added |
| CNB Bank | 2,500 | $45.5K | 0.02% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $45.5K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,461 | $44.8K | 0.01% | −64−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 2,300 | $42.0K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 2,185 | $39.8K | 0.00% | −212−8.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 2,175 | $39.6K | 0.00% | +2,175 | New |
| Larson Financial Group LLC | 2,022 | $36.8K | 0.00% | −692−25.5% | Reduced |
| Barrett & Company, Inc. | 2,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $36.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $36.4K | 0.02% | +2,000 | New |
| Glen Eagle Advisors, LLC | 1,938 | $35.3K | 0.01% | +493+34.1% | Added |
| Winthrop Capital Management, LLC | 1,842 | $34.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,750 | $31.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,819 | $31.3K | 0.00% | −467−20.4% | Reduced |