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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, Q3 2025

Institutional positions in SoFi Technologies, Inc. as of Sep 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
913
+178 vs. Q2 2025
Shares held
633.5M
+67.8M (+12.0%) vs. Q2 2025
Total value
$16.7B
+$6.44B (+62.5%) vs. Q2 2025
New holders
256
298 more added
Sold out
78
233 more reduced

10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2025: 913 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ3 2025: $16.7B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2025.

Institutions holding SOFI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC1$260.00%−39−97.5%Reduced
City State Bank2$530.00%−248−99.2%Reduced
Pineridge Advisors LLC5$1320.00%00.0%Unchanged
ORG Wealth Partners, LLC5$1320.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$2640.00%00.0%Unchanged
Davis Capital Management11$2910.00%+11New
Trust Co of Toledo NA14$3700.00%00.0%Unchanged
High Note Wealth, LLC14$3700.00%+14New
Frazier Financial Advisors, LLC16$4230.00%−11−40.7%Reduced
Seneschal Advisors, LLC16$4230.00%+16New
Anchor Investment Management, LLC17$4490.00%00.0%Unchanged
IMA Wealth, Inc.20$5280.00%00.0%Unchanged
Eukles Asset Management21$5550.00%00.0%Unchanged
Manchester Capital Management LLC21$5550.00%+21New
DecisionPoint Financial, LLC23$5930.00%00.0%Unchanged
Stone House Investment Management, LLC23$6080.00%00.0%Unchanged
CVA Family Office, LLC23$6080.00%+23New
Breakwater Investment Management24$6350.00%+24New
Brown Shipley& Co Ltd26$6870.00%00.0%Unchanged
Pacer Advisors, Inc.29$7660.00%+29New
Financial Consulate, Inc34$8990.00%+34New
Dogwood Wealth Management LLC35$9250.00%+35New
Concord Wealth Partners36$9510.00%00.0%Unchanged
Roble, Belko & Company, Inc53$1.00K0.00%+7+15.2%Added
Centerpoint Advisors, LLC25$1.00K0.00%00.0%Unchanged
Rise Advisors, LLC39$1.03K0.00%00.0%Unchanged
SWAN Capital LLC39$1.03K0.00%+39New
Sarver Vrooman Wealth Advisors40$1.06K0.00%00.0%Unchanged
Colonial Trust Co39$1.06K0.00%−185−82.6%Reduced
TD Capital Management LLC41$1.08K0.00%00.0%Unchanged
Quaker Wealth Management, LLC42$1.11K0.00%00.0%Unchanged
JNBA Financial Advisors46$1.22K0.00%+46New
West Financial Advisors, LLC49$1.29K0.00%00.0%Unchanged
Grey Fox Wealth Advisors, LLC50$1.32K0.00%+50New
Bay Harbor Wealth Management, LLC54$1.43K0.00%+23+74.2%Added
Raffa Wealth Management, LLC55$1.45K0.00%+55New
UMA Financial Services, Inc.59$1.56K0.00%+59New
HFM Investment Advisors, LLC69$1.82K0.00%+24+53.3%Added
Cornerstone Planning Group LLC27$1.87K0.00%−544−95.3%Reduced
Hantz Financial Services, Inc.67$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners89$2.00K0.00%+17+23.6%Added
Private Wealth Management Group, LLC79$2.09K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC80$2.11K0.00%00.0%Unchanged
Bare Financial Services, Inc82$2.17K0.00%00.0%Unchanged
Groupe la Francaise100$2.35K0.00%+100New
Key Financial Inc100$2.58K0.00%00.0%Unchanged
HM Payson & Co100$2.64K0.00%00.0%Unchanged
Asset Dedication, LLC100$2.64K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$2.64K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$2.64K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc100$2.64K0.00%00.0%Unchanged
Bruce G. Allen Investments, LLC118$3.12K0.00%00.0%Unchanged
Marquette Asset Management, LLC120$3.17K0.00%+120New
Anfield Capital Management, LLC125$3.30K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC125$3.30K0.00%+10+8.7%Added
FSA Wealth Management LLC126$3.33K0.00%+125+12,500.0%Added
Hughes Financial Services, LLC115$3.51K0.00%00.0%Unchanged
Sittner & Nelson, LLC133$3.51K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.134$3.54K0.00%−20−13.0%Reduced
Heartwood Wealth Advisors LLC141$3.73K0.00%+141New
Accent Capital Management, LLC146$3.86K0.00%+146New
Optimum Investment Advisors150$3.96K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.173$4.42K0.00%00.0%Unchanged
Cromwell Holdings LLC178$4.70K0.00%00.0%Unchanged
Highline Wealth Partners LLC190$5.02K0.00%00.0%Unchanged
Pittenger & Anderson Inc190$5.02K0.00%+190New
Binnacle Investments Inc191$5.05K0.00%+21+12.4%Added
Crewe Advisors LLC200$5.28K0.00%−38−16.0%Reduced
Bernard Wealth Management Corp.200$5.28K0.00%00.0%Unchanged
Webster Bank, N. A.200$5.28K0.00%+200New
Armstrong Advisory Group, Inc200$5.28K0.00%+200New
Berbice Capital Management LLC200$5.28K0.00%+200New
Sound Income Strategies, LLC200$5.69K0.00%+200New
Activest Wealth Management219$5.79K0.00%00.0%Unchanged
J.Safra Asset Management Corp220$5.81K0.00%+220New
Marshall & Sterling Wealth Advisors Inc.225$5.95K0.00%+225New
Capital Analysts, LLC240$6.00K0.00%00.0%Unchanged
American Capital Advisory, LLC233$6.16K0.00%+11+5.0%Added
Transamerica Financial Advisors, Inc.233$6.16K0.00%+233New
MV Capital Management, Inc.240$6.34K0.00%00.0%Unchanged
Atlantic Trust, LLC243$6.42K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC250$6.61K0.00%00.0%Unchanged
Sachetta, LLC253$6.68K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC257$6.79K0.00%+250+3,571.4%Added
Curio Wealth, LLC260$6.87K0.00%00.0%Unchanged
GoalVest Advisory LLC260$6.87K0.00%+260New
Prestige Wealth Management Group LLC260$6.87K0.00%+260New
Vermillion Wealth Management, Inc.261$6.90K0.00%00.0%Unchanged
Brown Brothers Harriman & Co263$6.95K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA250$7.00K0.00%+250New
Cloud Capital Management, LLC272$7.00K0.00%+272New
Rialto Wealth Management, LLC278$7.34K0.00%−435−61.0%Reduced
Retirement Wealth Solutions LLC281$7.42K0.00%+281New
Tradewinds Capital Management, LLC284$7.50K0.00%+265+1,394.7%Added
Meeder Asset Management Inc298$7.87K0.00%−733−71.1%Reduced
Main Street Group, LTD300$7.93K0.00%00.0%Unchanged
Central Trust Co300$7.93K0.00%+200+200.0%Added
Red Tortoise LLC328$8.67K0.00%00.0%Unchanged
Salem Investment Counselors Inc335$8.85K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC339$8.96K0.00%00.0%Unchanged