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 |
|---|---|---|---|---|---|
| Westside Investment Management, Inc. | 3,300 | $85.5K | 0.01% | 00.0% | Unchanged |
| Ossiam | 3,255 | $86.0K | 0.00% | +3,255 | New |
| Guerra Advisors Inc | 3,326 | $87.9K | 0.03% | +3,326 | New |
| Edmond de Rothschild Holding S.A. | 3,370 | $89.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3,400 | $89.8K | 0.03% | +3,400 | New |
| Atlantic Union Bankshares Corp | 3,441 | $90.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 3,681 | $97.3K | 0.00% | +22+0.6% | Added |
| Legacy Wealth Managment, LLC | 3,702 | $97.8K | 0.04% | +378+11.4% | Added |
| Root Financial Partners, LLC | 3,768 | $99.6K | 0.01% | +3,768 | New |
| AllSquare Wealth Management LLC | 3,800 | $100.4K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,932 | $103.9K | 0.00% | +678+20.8% | Added |
| WealthCollab, LLC | 4,000 | $105.7K | 0.05% | 00.0% | Unchanged |
| Essential Partners LLC | 4,033 | $106.6K | 0.04% | +20+0.5% | Added |
| Bank of New Hampshire | 4,200 | $111.0K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 4,240 | $112.0K | 0.11% | +4,240 | New |
| Tortoise Investment Management, LLC | 4,520 | $119.4K | 0.01% | +43+1.0% | Added |
| EverSource Wealth Advisors, LLC | 4,585 | $121.1K | 0.00% | +1,149+33.4% | Added |
| Investment Research & Advisory Group, Inc. | 4,999 | $132.5K | 0.05% | +4,563+1,046.6% | Added |
| SOA Wealth Advisors, LLC. | 5,134 | $135.6K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,325 | $140.7K | 0.00% | −3,811−41.7% | Reduced |
| DekaBank Deutsche Girozentrale | 5,166 | $141.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5,350 | $141.3K | 0.02% | +5,000+1,428.6% | Added |
| Ostrum Asset Management | 5,485 | $144.9K | 0.01% | +5,485 | New |
| Tidemark, LLC | 5,550 | $146.6K | 0.04% | +658+13.5% | Added |
| Hollencrest Capital Management | 5,701 | $150.6K | 0.01% | +5,701 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $158.3K | 0.01% | +5,993 | New |
| Copia Wealth Management | 6,096 | $161.1K | 0.12% | +504+9.0% | Added |
| Wolff Wiese Magana LLC | 6,600 | $174.4K | 0.10% | 00.0% | Unchanged |
| MAI Capital Management | 6,837 | $180.6K | 0.00% | +1,003+17.2% | Added |
| Ci Investments Inc. | 7,002 | $185.0K | 0.00% | +1,151+19.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,185 | $189.8K | 0.00% | +7,185 | New |
| Vermillion & White Wealth Management Group, LLC | 7,197 | $190.1K | 0.11% | +197+2.8% | Added |
| AdvisorNet Financial, Inc | 7,206 | $190.4K | 0.01% | +41+0.6% | Added |
| NBC Securities, Inc. | 7,427 | $196.2K | 0.02% | −250−3.3% | Reduced |
| Nemes Rush Group LLC | 7,609 | $201.0K | 0.02% | +271+3.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,742 | $204.5K | 0.02% | +7,742 | New |
| Avaii Wealth Management, LLC | 7,816 | $206.5K | 0.08% | +7,816 | New |
| EntryPoint Capital, LLC | 7,839 | $207.1K | 0.08% | +7,839 | New |
| Interchange Capital Partners, LLC | 7,970 | $210.6K | 0.04% | +7,970 | New |
| Lake Street Financial LLC | 7,978 | $210.8K | 0.03% | +7,978 | New |
| Corsair Capital Management, L.P. | 8,000 | $211.4K | 0.04% | +8,000 | New |
| Smith, Salley & Associates | 8,000 | $211.4K | 0.01% | +8,000 | New |
| Intrua Financial, LLC | 8,067 | $213.1K | 0.02% | +8,067 | New |
| Wetherby Asset Management Inc | 8,099 | $214.0K | 0.01% | +8,099 | New |
| Quadcap Wealth Management, LLC | 8,167 | $215.8K | 0.03% | +8,167 | New |
| National Asset Management, Inc. | 8,208 | $216.9K | 0.01% | −8,423−50.6% | Reduced |
| Midwest Trust Co | 8,249 | $217.9K | 0.00% | +8,249 | New |
| Kingsview Wealth Management, LLC | 8,262 | $218.3K | 0.00% | +8,262 | New |
| Diligent Investors, LLC | 8,270 | $218.5K | 0.06% | +8,270 | New |
| Founders Financial Alliance, LLC | 8,276 | $218.7K | 0.04% | +8,276 | New |
| Kingswood Wealth Advisors, LLC | 8,315 | $219.7K | 0.01% | +8,315 | New |
| Redwood Wealth Management Group, LLC | 8,450 | $223.2K | 0.09% | +8,450 | New |
| Pitcairn Co | 8,475 | $223.9K | 0.02% | +8,475 | New |
| Old National Bancorp | 8,500 | $224.6K | 0.00% | +8,500 | New |
| Nautilus Advisors LLC | 8,515 | $225.0K | 0.15% | +8,515 | New |
| CMT Capital Markets Trading GmbH | 8,560 | $226.0K | 0.09% | −40,698−82.6% | Reduced |
| Standard Life Aberdeen plc | 8,555 | $226.0K | 0.00% | +8,555 | New |
| South State Corp. | 8,561 | $226.2K | 0.01% | −30−0.3% | Reduced |
| Patten Group, Inc. | 8,583 | $226.8K | 0.04% | +8,583 | New |
| Coastal Bridge Advisors, LLC | 8,633 | $228.1K | 0.02% | +8,633 | New |
| Red Door Wealth Management, LLC | 8,650 | $228.5K | 0.02% | +8,650 | New |
| Allspring Global Investments Holdings, LLC | 8,897 | $229.2K | 0.00% | +8,897 | New |
| Flagship Harbor Advisors, LLC | 8,851 | $233.8K | 0.01% | +8,851 | New |
| HB Wealth Management, LLC | 8,874 | $234.5K | 0.00% | +8,874 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,892 | $234.9K | 0.03% | +8,892 | New |
| Focus Financial Network, Inc. | 8,906 | $235.3K | 0.01% | +8,906 | New |
| Correct Capital Wealth Management | 8,983 | $237.3K | 0.04% | +8,983 | New |
| Zullo Investment Group, Inc. | 9,000 | $237.8K | 0.09% | +9,000 | New |
| Norden Group LLC | 9,011 | $238.1K | 0.02% | +9,011 | New |
| Optiver Holding B.V. | 9,133 | $241.3K | 0.00% | +9,133 | New |
| HBK Sorce Advisory LLC | 8,629 | $241.9K | 0.01% | +8,629 | New |
| Frank, Rimerman Advisors LLC | 9,335 | $246.6K | 0.02% | +9,335 | New |
| Parallel Advisors, LLC | 9,352 | $247.1K | 0.00% | −4,877−34.3% | Reduced |
| Dash Acquisitions Inc. | 8,000 | $247.2K | 0.05% | +8,000 | New |
| Fortis Capital Management LLC | 9,383 | $247.9K | 0.03% | +9,383 | New |
| Cassaday & Co Wealth Management LLC | 9,400 | $248.3K | 0.01% | +9,400 | New |
| Trinity Financial Advisors LLC | 9,413 | $248.7K | 0.07% | +9,413 | New |
| GAMMA Investing LLC | 9,564 | $252.7K | 0.01% | +1,006+11.8% | Added |
| Capital Investment Advisors, LLC | 9,586 | $253.3K | 0.00% | +9,586 | New |
| Apollon Wealth Management, LLC | 9,648 | $254.9K | 0.00% | +9,648 | New |
| Accuvest Global Advisors | 9,739 | $257.0K | 0.16% | −10,926−52.9% | Reduced |
| Evergreen Capital Management LLC | 9,945 | $262.7K | 0.01% | +9,945 | New |
| Oak Harbor Wealth Partners, LLC | 10,000 | $264.2K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,000 | $264.2K | 0.10% | +10,000 | New |
| Rooted Wealth Advisors, Inc. | 10,483 | $264.6K | 0.08% | +10,483 | New |
| Meadowbrook Wealth Management, LLC | 10,075 | $266.2K | 0.28% | +10,075 | New |
| Insigneo Advisory Services, LLC | 10,127 | $267.6K | 0.02% | +10,127 | New |
| GTS Securities LLC | 10,227 | $270.2K | 0.01% | +10,227 | New |
| Savant Capital, LLC | 10,387 | $274.4K | 0.00% | +10,387 | New |
| Panoramic Investment Advisors, LLC | 10,450 | $276.1K | 0.16% | −200−1.9% | Reduced |
| Venture Visionary Partners LLC | 10,476 | $276.8K | 0.01% | +10,476 | New |
| Millennium Capital Advisors, LLC | 10,550 | $278.7K | 0.17% | +10,550 | New |
| Jacobi Capital Management LLC | 10,565 | $279.1K | 0.02% | 00.0% | Unchanged |
| B&L Asset Management LLC | 10,663 | $281.7K | 0.14% | +10,663 | New |
| SRS Capital Advisors, Inc. | 10,670 | $281.9K | 0.00% | +2,763+34.9% | Added |
| Ashton Thomas Private Wealth, LLC | 10,736 | $283.6K | 0.01% | +10,736 | New |
| Steele Capital Management, Inc. | 10,750 | $284.0K | 0.01% | +10,750 | New |
| Rathbone Brothers plc | 10,871 | $287.2K | 0.00% | +10,871 | New |
| Horizon Wealth Management, LLC | 10,900 | $288.0K | 0.04% | 00.0% | Unchanged |
| Gries Financial LLC | 10,928 | $288.7K | 0.05% | +10,928 | New |