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 |
|---|---|---|---|---|---|
| Asset Dedication, LLC | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 100 | $1.82K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $1.82K | 0.00% | +100 | New |
| Bare Financial Services, Inc | 82 | $1.49K | 0.00% | +82 | New |
| MPWM Advisory Solutions, LLC | 80 | $1.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 79 | $1.44K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 61 | $1.11K | 0.00% | +8+15.1% | Added |
| WealthTrak Capital Management LLC | 60 | $1.09K | 0.00% | −20−25.0% | Reduced |
| Parkworth Wealth Management, Inc. | 59 | $1.07K | 0.00% | +25+73.5% | Added |
| Pin Oak Investment Advisors Inc | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 67 | $1.00K | 0.00% | +47+235.0% | Added |
| Coston, McIsaac & Partners | 72 | $1.00K | 0.00% | +72 | New |
| Truvestments Capital LLC | 51 | $929 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 49 | $893 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 45 | $819 | 0.00% | +8+21.6% | Added |
| Quaker Wealth Management, LLC | 42 | $765 | 0.00% | +42 | New |
| TD Capital Management LLC | 41 | $747 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 40 | $729 | 0.00% | +40 | New |
| REAP Financial Group, LLC | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 40 | $728 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 39 | $710 | 0.00% | −32−45.1% | Reduced |
| Concord Wealth Partners | 36 | $656 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 35 | $637 | 0.00% | +10+40.0% | Added |
| Bay Harbor Wealth Management, LLC | 31 | $564 | 0.00% | +6+24.0% | Added |
| Frazier Financial Advisors, LLC | 27 | $492 | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 26 | $473 | 0.00% | +26 | New |
| Islay Capital Management, LLC | 25 | $455 | 0.00% | +25 | New |
| Stone House Investment Management, LLC | 23 | $419 | 0.00% | +23 | New |
| DecisionPoint Financial, LLC | 23 | $406 | 0.00% | +23 | New |
| Eukles Asset Management | 21 | $382 | 0.00% | +1+5.0% | Added |
| Cape Investment Advisory, Inc. | 20 | $364 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 20 | $364 | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 19 | $346 | 0.00% | +3+18.8% | Added |
| Anchor Investment Management, LLC | 17 | $310 | 0.00% | +17 | New |
| Trust Co of Toledo NA | 14 | $255 | 0.00% | +14 | New |
| Berkshire Capital Holdings Inc | 10 | $182 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 7 | $127 | 0.00% | −12−63.2% | Reduced |
| Bokf, NA | 7 | $127 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $91 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 5 | $88 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 13 | $0 | 0.00% | +13 | New |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,288,743−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,341,479−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −871,680−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −835,380−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −818,819−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −755,098−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −405,905−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −345,822−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −324,064−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −286,025−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −246,139−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −205,302−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −192,811−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −170,800−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −123,502−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −92,974−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −88,605−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −76,435−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −72,526−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −67,219−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −50,524−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −47,202−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −42,130−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −35,846−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −33,165−100.0% | Sold out |
| Lauer Wealth, LLC | 0 | $0 | 0.00% | −25,057−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −27,168−100.0% | Sold out |
| Gainplan LLC | 0 | $0 | 0.00% | −26,193−100.0% | Sold out |
| Armstrong, Fleming & Moore, Inc | 0 | $0 | 0.00% | −25,575−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −23,940−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −22,120−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −19,355−100.0% | Sold out |
| Burr Financial Services, LLC | 0 | $0 | 0.00% | −15,580−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −15,461−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −15,339−100.0% | Sold out |
| Rathbone Brothers plc | 0 | $0 | 0.00% | −15,167−100.0% | Sold out |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −14,450−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −13,903−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −12,670−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −11,665−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −10,757−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −10,646−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −10,612−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −10,540−100.0% | Sold out |
| Quadcap Wealth Management, LLC | 0 | $0 | 0.00% | −10,321−100.0% | Sold out |
| Kellett Schaffner Wealth Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −4,885−100.0% | Sold out |