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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 1,700 | $31.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,648 | $30.0K | 0.00% | +34+2.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $29.3K | 0.00% | −110−6.4% | Reduced |
| Hurley Capital, LLC | 1,400 | $25.5K | 0.02% | −175−11.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,394 | $25.4K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,341 | $24.4K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,325 | $24.0K | 0.00% | +122+10.1% | Added |
| Parkside Financial Bank & Trust | 1,317 | $24.0K | 0.00% | +18+1.4% | Added |
| Massmutual Trust Co FSB | 1,282 | $23.3K | 0.00% | −132−9.3% | Reduced |
| Aventura Private Wealth, LLC | 1,279 | $23.3K | 0.01% | −50−3.8% | Reduced |
| True Wealth Design, LLC | 1,269 | $23.1K | 0.01% | +657+107.4% | Added |
| Rothschild Investment LLC | 1,235 | $22.5K | 0.00% | +70+6.0% | Added |
| Aspect Partners, LLC | 1,203 | $21.9K | 0.01% | +865+255.9% | Added |
| HighMark Wealth Management LLC | 1,161 | $21.1K | 0.01% | +52+4.7% | Added |
| CX Institutional | 1,157 | $21.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1,031 | $18.8K | 0.00% | −20,600−95.2% | Reduced |
| Bell Investment Advisors, Inc | 1,005 | $18.3K | 0.00% | +39+4.0% | Added |
| Golden State Wealth Management, LLC | 1,000 | $18.2K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,000 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bank & Trust Co | 1,000 | $18.2K | 0.01% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 1,000 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,000 | $18.2K | 0.00% | +1,000 | New |
| Matrix Trust Co | 986 | $18.0K | 0.00% | +986 | New |
| Smallwood Wealth Investment Management, LLC | 945 | $17.2K | 0.01% | +20+2.2% | Added |
| GPS Wealth Strategies Group, LLC | 907 | $16.5K | 0.00% | −250−21.6% | Reduced |
| WPG Advisers, LLC | 893 | $16.3K | 0.01% | +35+4.1% | Added |
| CarsonAllaria Wealth Management, Ltd. | 868 | $15.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 860 | $15.7K | 0.00% | +735+588.0% | Added |
| Blume Capital Management, Inc. | 850 | $15.5K | 0.00% | +850 | New |
| Assetmark, Inc | 846 | $15.4K | 0.00% | +650+331.6% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 801 | $14.6K | 0.00% | +2+0.3% | Added |
| Aviso Financial Inc. | 800 | $14.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 797 | $14.5K | 0.00% | −673−45.8% | Reduced |
| Financial Perspectives, Inc | 775 | $14.1K | 0.00% | +650+520.0% | Added |
| Fortitude Family Office, LLC | 744 | $13.5K | 0.00% | +632+564.3% | Added |
| Scarborough Advisors, LLC | 729 | $13.3K | 0.00% | +729 | New |
| Rialto Wealth Management, LLC | 713 | $13.0K | 0.00% | +676+1,827.0% | Added |
| Gen-Wealth Partners Inc | 681 | $12.4K | 0.00% | +81+13.5% | Added |
| Cornerstone Planning Group LLC | 571 | $12.3K | 0.00% | +72+14.4% | Added |
| Estabrook Capital Management | 630 | $11.5K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 600 | $10.9K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 600 | $10.9K | 0.01% | +600 | New |
| Cary Street Partner Investment Advisory LLC | 599 | $10.9K | 0.01% | +13+2.2% | Added |
| Northwest Capital Management Inc | 590 | $10.7K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 534 | $9.72K | 0.00% | +534 | New |
| Farmers & Merchants Investments Inc | 500 | $9.11K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $9.11K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 500 | $9.11K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 486 | $8.85K | 0.00% | +180+58.8% | Added |
| JFS Wealth Advisors, LLC | 476 | $8.67K | 0.00% | −220−31.6% | Reduced |
| TSFG, LLC | 442 | $8.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 436 | $7.94K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 435 | $7.67K | 0.00% | +360+480.0% | Added |
| TFC Financial Management | 418 | $7.61K | 0.00% | +100+31.4% | Added |
| Adirondack Trust Co | 400 | $7.28K | 0.00% | +400 | New |
| Trust Co of Vermont | 397 | $7.23K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 350 | $6.37K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 336 | $6.12K | 0.00% | +116+52.7% | Added |
| Salem Investment Counselors Inc | 335 | $6.10K | 0.00% | +125+59.5% | Added |
| PrairieView Partners, LLC | 380 | $6.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 339 | $5.98K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 328 | $5.97K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 300 | $5.46K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 300 | $5.46K | 0.00% | 00.0% | Unchanged |
| American National Bank | 300 | $5.46K | 0.00% | +300 | New |
| HHM Wealth Advisors, LLC | 300 | $5.46K | 0.00% | +300 | New |
| Twin Peaks Wealth Advisors, LLC | 215 | $5.08K | 0.00% | +215 | New |
| Brown Brothers Harriman & Co | 263 | $4.79K | 0.00% | +263 | New |
| Vermillion Wealth Management, Inc. | 261 | $4.75K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 260 | $4.74K | 0.00% | +259+25,900.0% | Added |
| Sachetta, LLC | 253 | $4.61K | 0.00% | 00.0% | Unchanged |
| City State Bank | 250 | $4.55K | 0.00% | −5,000−95.2% | Reduced |
| Fourth Dimension Wealth, LLC | 250 | $4.55K | 0.00% | −300−54.5% | Reduced |
| Atlantic Trust, LLC | 243 | $4.43K | 0.00% | −95−28.1% | Reduced |
| MV Capital Management, Inc. | 240 | $4.37K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 238 | $4.33K | 0.00% | +20+9.2% | Added |
| Colonial Trust Co | 224 | $4.08K | 0.00% | +34+17.9% | Added |
| American Capital Advisory, LLC | 222 | $4.04K | 0.00% | +12+5.7% | Added |
| Capital Analysts, LLC | 240 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 219 | $3.99K | 0.00% | +207+1,725.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 200 | $3.64K | 0.00% | −300−60.0% | Reduced |
| Bernard Wealth Management Corp. | 200 | $3.64K | 0.00% | +100+100.0% | Added |
| POM Investment Strategies, LLC | 200 | $3.64K | 0.00% | +200 | New |
| Hilltop National Bank | 200 | $3.64K | 0.00% | +200 | New |
| Highline Wealth Partners LLC | 190 | $3.46K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 178 | $3.24K | 0.00% | +130+270.8% | Added |
| DiNuzzo Private Wealth, Inc. | 173 | $3.15K | 0.00% | −16−8.5% | Reduced |
| Binnacle Investments Inc | 170 | $3.10K | 0.00% | +170 | New |
| Strategic Investment Solutions, Inc. | 155 | $2.82K | 0.00% | −4,118−96.4% | Reduced |
| Ronald Blue Trust, Inc. | 154 | $2.81K | 0.00% | +118+327.8% | Added |
| Optimum Investment Advisors | 150 | $2.73K | 0.00% | −400−72.7% | Reduced |
| Vision Financial Markets LLC | 150 | $2.73K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 115 | $2.47K | 0.00% | +48+71.6% | Added |
| Sittner & Nelson, LLC | 133 | $2.42K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 125 | $2.28K | 0.00% | +109+681.3% | Added |
| SJS Investment Consulting Inc. | 119 | $2.17K | 0.00% | −103−46.4% | Reduced |
| Bruce G. Allen Investments, LLC | 118 | $2.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 115 | $2.09K | 0.00% | +19+19.8% | Added |
| Central Trust Co | 100 | $1.82K | 0.00% | −7−6.5% | Reduced |
| HM Payson & Co | 100 | $1.82K | 0.00% | 00.0% | Unchanged |