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.
| 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, Q3 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 342 | $9.04K | 0.00% | +342 | New |
| Trust Co of Vermont | 397 | $10.5K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $10.6K | 0.01% | +250+166.7% | Added |
| Quarry LP | 401 | $10.6K | 0.00% | −9,454−95.9% | Reduced |
| JPL Wealth Management, LLC | 416 | $11.0K | 0.00% | +416 | New |
| Aster Capital Management (DIFC) Ltd | 449 | $11.9K | 0.01% | −3,163−87.6% | Reduced |
| Silicon Valley Capital Partners | 450 | $11.9K | 0.00% | +450 | New |
| TSFG, LLC | 442 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 476 | $12.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 486 | $12.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 511 | $12.9K | 0.00% | +511 | New |
| CNB Bank | 500 | $13.2K | 0.01% | −2,000−80.0% | Reduced |
| Farmers & Merchants Investments Inc | 500 | $13.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $13.2K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 507 | $13.4K | 0.00% | −400−44.1% | Reduced |
| TFC Financial Management | 516 | $13.6K | 0.00% | +98+23.4% | Added |
| Compagnie Lombard Odier SCmA | 534 | $14.1K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 566 | $15.0K | 0.00% | +566 | New |
| Gen-Wealth Partners Inc | 600 | $15.9K | 0.01% | −81−11.9% | Reduced |
| NVWM, LLC | 600 | $15.9K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 600 | $15.9K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 630 | $16.6K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 648 | $17.1K | 0.00% | +648 | New |
| Fortitude Family Office, LLC | 666 | $17.6K | 0.00% | −78−10.5% | Reduced |
| DAGCO, Inc. | 681 | $18.0K | 0.00% | +681 | New |
| MRP Capital Investments, LLC | 1,000 | $18.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $18.5K | 0.00% | +700 | New |
| Scarborough Advisors, LLC | 729 | $19.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $19.8K | 0.00% | −9,000−92.3% | Reduced |
| Financial Perspectives, Inc | 775 | $20.5K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 796 | $21.0K | 0.00% | −190−19.3% | Reduced |
| Aviso Financial Inc. | 800 | $21.1K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 801 | $21.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 839 | $22.2K | 0.00% | +839 | New |
| Abound Wealth Management | 860 | $22.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 871 | $23.0K | 0.00% | +871 | New |
| Ameriflex Group, Inc. | 876 | $23.1K | 0.01% | +876 | New |
| Smallwood Wealth Investment Management, LLC | 900 | $23.8K | 0.01% | −45−4.8% | Reduced |
| Willis Johnson & Associates, Inc. | 935 | $24.7K | 0.00% | +935 | New |
| Covestor Ltd | 963 | $25.0K | 0.01% | −9,023−90.4% | Reduced |
| Aspect Partners, LLC | 957 | $25.3K | 0.01% | −246−20.4% | Reduced |
| WPG Advisers, LLC | 993 | $26.2K | 0.02% | +100+11.2% | Added |
| Game Plan Financial Advisors, LLC | 1,000 | $26.4K | 0.01% | −4,200−80.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,000 | $26.4K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,005 | $26.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,075 | $28.4K | 0.00% | −3,977−78.7% | Reduced |
| Salomon & Ludwin, LLC | 1,168 | $29.5K | 0.00% | +1,168 | New |
| SJS Investment Consulting Inc. | 1,119 | $29.6K | 0.00% | +1,000+840.3% | Added |
| Ameritas Advisory Services, LLC | 1,148 | $30.3K | 0.00% | −4,809−80.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 1,176 | $31.0K | 0.01% | −1,124−48.9% | Reduced |
| CX Institutional | 1,157 | $31.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 1,200 | $31.7K | 0.01% | +39+3.4% | Added |
| Golden State Wealth Management, LLC | 1,200 | $31.7K | 0.00% | +200+20.0% | Added |
| Strategic Investment Solutions, Inc. | 1,230 | $32.5K | 0.01% | +1,075+693.5% | Added |
| Creative Financial Designs Inc | 1,250 | $33.0K | 0.00% | +1,250 | New |
| Rothschild Investment LLC | 1,255 | $33.2K | 0.00% | +20+1.6% | Added |
| Assetmark, Inc | 1,273 | $33.6K | 0.00% | +427+50.5% | Added |
| Aventura Private Wealth, LLC | 1,279 | $33.8K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,300 | $34.3K | 0.01% | +450+52.9% | Added |
| True Wealth Design, LLC | 1,301 | $34.4K | 0.01% | +32+2.5% | Added |
| Parkside Financial Bank & Trust | 1,325 | $35.0K | 0.00% | +8+0.6% | Added |
| Massmutual Trust Co FSB | 1,331 | $35.2K | 0.00% | +49+3.8% | Added |
| Signature Resources Capital Management, LLC | 1,341 | $35.4K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,351 | $36.0K | 0.00% | +1,351 | New |
| Hurley Capital, LLC | 1,400 | $37.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,430 | $37.0K | 0.00% | +105+7.9% | Added |
| Cedar Wealth Management, LLC | 1,430 | $37.8K | 0.01% | +1,430 | New |
| ORG Partners LLC | 1,438 | $38.0K | 0.01% | +1,003+230.6% | Added |
| Bartlett & Co. Wealth Management LLC | 1,469 | $38.8K | 0.00% | +469+46.9% | Added |
| BFSG, LLC | 1,500 | $39.6K | 0.00% | +1,000+200.0% | Added |
| Mizuho Markets Cayman LP | 1,522 | $40.2K | 0.00% | −2,498,478−99.9% | Reduced |
| TD Private Client Wealth LLC | 1,599 | $42.2K | 0.00% | −963−37.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 1,610 | $42.5K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,500 | $43.5K | 0.03% | +1,200+400.0% | Added |
| Huntington National Bank | 1,651 | $43.6K | 0.00% | −3,294−66.6% | Reduced |
| Capital Advisors, Ltd. LLC | 1,648 | $44.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,750 | $44.2K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,700 | $44.9K | 0.01% | 00.0% | Unchanged |
| Tobam | 1,734 | $46.0K | 0.02% | +1,734 | New |
| Strategic Wealth Partners, Ltd. | 1,845 | $48.7K | 0.00% | −330−15.2% | Reduced |
| Winthrop Capital Management, LLC | 1,842 | $49.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 1,938 | $51.2K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,976 | $52.2K | 0.01% | +1,776+888.0% | Added |
| Barrett & Company, Inc. | 2,000 | $52.8K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $52.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $52.8K | 0.02% | 00.0% | Unchanged |
| Grove Bank & Trust | 2,004 | $52.9K | 0.01% | +1,207+151.4% | Added |
| N.E.W. Advisory Services LLC | 2,279 | $60.2K | 0.01% | −2,574−53.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,377 | $62.8K | 0.03% | +1,778+296.8% | Added |
| MCF Advisors LLC | 2,448 | $64.7K | 0.00% | −624−20.3% | Reduced |
| IAG Wealth Partners, LLC | 2,461 | $65.0K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 2,500 | $66.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 2,711 | $71.6K | 0.00% | +2,711 | New |
| LRI Investments, LLC | 2,764 | $73.0K | 0.01% | +2,764 | New |
| Fifth Third Bancorp | 2,836 | $74.9K | 0.00% | +2,500+744.0% | Added |
| Smartleaf Asset Management LLC | 2,819 | $77.7K | 0.00% | +1,000+55.0% | Added |
| Caitlin John, LLC | 3,000 | $79.3K | 0.06% | +3,000 | New |
| Wealthspire Advisors, LLC | 3,105 | $82.0K | 0.00% | +3,105 | New |
| Gordian Capital Singapore Pte Ltd | 3,200 | $84.5K | 0.11% | +3,200 | New |