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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 17,118 | $452.3K | 0.01% | +6,752+65.1% | Added |
| USAdvisors Wealth Management, LLC | 17,325 | $457.0K | 0.16% | +1,125+6.9% | Added |
| Wellington Management Group LLP | 17,384 | $459.3K | 0.00% | +17,384 | New |
| Yeomans Consulting Group, Inc. | 17,854 | $459.9K | 0.16% | +17,854 | New |
| Global Financial Private Client, LLC | 17,516 | $462.8K | 0.16% | +203+1.2% | Added |
| Vise Technologies, Inc. | 17,748 | $468.9K | 0.02% | −21,283−54.5% | Reduced |
| KLCM Advisors, Inc. | 17,977 | $475.0K | 0.05% | +5,777+47.4% | Added |
| Ieq Capital, LLC | 18,003 | $475.6K | 0.00% | +18,003 | New |
| Counterpoint Mutual Funds LLC | 18,186 | $480.5K | 0.04% | +18,186 | New |
| Wealthspan Partners, LLC | 18,451 | $487.5K | 0.19% | −3,355−15.4% | Reduced |
| Capital Advisors Inc | 18,457 | $487.6K | 0.01% | +1,055+6.1% | Added |
| Pointe Capital Management LLC | 18,490 | $488.5K | 0.24% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 18,533 | $489.6K | 0.04% | +475+2.6% | Added |
| CoreCap Advisors, LLC | 18,562 | $490.4K | 0.02% | +5,356+40.6% | Added |
| Bleakley Financial Group, LLC | 18,628 | $492.2K | 0.01% | +1,919+11.5% | Added |
| Centaurus Financial, Inc. | 18,711 | $494.0K | 0.02% | +189+1.0% | Added |
| Thrive Wealth Management, LLC | 18,957 | $500.8K | 0.08% | +18,957 | New |
| UniSuper Management Pty Ltd | 19,000 | $502.0K | 0.00% | +19,000 | New |
| Sequoia Financial Advisors, LLC | 19,062 | $503.6K | 0.00% | +7,885+70.5% | Added |
| TD Waterhouse Canada Inc. | 19,554 | $503.7K | 0.00% | −3,457−15.0% | Reduced |
| Prosperity Wealth Management, Inc. | 19,095 | $504.5K | 0.17% | +2,315+13.8% | Added |
| Coordinated Financial Services, Inc. | 19,375 | $511.9K | 0.33% | −3,925−16.8% | Reduced |
| Eventide Asset Management, LLC | 18,668 | $514.3K | 0.01% | +3,035+19.4% | Added |
| Motley Fool Asset Management LLC | 19,475 | $514.5K | 0.02% | +1,808+10.2% | Added |
| Fortis Advisors, LLC | 19,500 | $515.2K | 0.29% | −11,800−37.7% | Reduced |
| Probity Advisors, Inc. | 19,530 | $516.0K | 0.08% | −1,839−8.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 19,630 | $518.6K | 0.00% | +19,630 | New |
| Prudential PLC | 19,838 | $524.1K | 0.00% | +19,838 | New |
| Ardmore Road Asset Management LP | 20,000 | $528.4K | 0.03% | +20,000 | New |
| Leonteq Securities AG | 20,170 | $532.9K | 0.03% | +2,670+15.3% | Added |
| Calton & Associates, Inc. | 20,201 | $533.7K | 0.08% | −1,949−8.8% | Reduced |
| Banco Santander, S.A. | 20,879 | $551.6K | 0.00% | +20,879 | New |
| Caitong International Asset Management Co., Ltd | 21,075 | $556.8K | 0.39% | −74,670−78.0% | Reduced |
| Calamos Wealth Management LLC | 21,300 | $562.7K | 0.02% | +21,300 | New |
| Krilogy Financial LLC | 18,716 | $562.8K | 0.02% | +7,419+65.7% | Added |
| Marshall Financial Group LLC | 21,380 | $564.9K | 0.11% | +856+4.2% | Added |
| Founders Financial Securities LLC | 21,469 | $567.2K | 0.04% | −1,103−4.9% | Reduced |
| Comerica Bank | 21,481 | $567.5K | 0.00% | +10,319+92.4% | Added |
| one8zero8, LLC | 21,550 | $569.4K | 0.12% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 21,650 | $572.0K | 0.22% | −50−0.2% | Reduced |
| AE Wealth Management LLC | 21,790 | $575.7K | 0.00% | +3,170+17.0% | Added |
| Mainstay Capital Management LLC | 22,062 | $582.9K | 0.06% | −19,154−46.5% | Reduced |
| Vestcor Inc | 22,100 | $584.0K | 0.02% | +22,100 | New |
| Beacon Pointe Advisors, LLC | 22,118 | $584.4K | 0.00% | −85,708−79.5% | Reduced |
| Meeder Advisory Services, Inc. | 22,255 | $588.0K | 0.03% | +1,330+6.4% | Added |
| Park Avenue Securities LLC | 22,241 | $588.0K | 0.00% | +3,249+17.1% | Added |
| Emerald Mutual Fund Advisers Trust | 22,392 | $591.6K | 0.03% | +22,392 | New |
| Joule Financial, LLC | 22,545 | $595.6K | 0.18% | −27,031−54.5% | Reduced |
| Vident Advisory, LLC | 22,594 | $596.9K | 0.01% | +751+3.4% | Added |
| Farther Finance Advisors, LLC | 23,169 | $612.1K | 0.01% | +12,398+115.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 23,209 | $613.2K | 0.00% | −2,589−10.0% | Reduced |
| Manchester Financial Inc | 23,406 | $618.4K | 0.12% | −1,000−4.1% | Reduced |
| SeaCrest Wealth Management, LLC | 22,178 | $621.4K | 0.07% | +22,178 | New |
| Freestone Capital Holdings, LLC | 23,577 | $622.9K | 0.02% | −10,289−30.4% | Reduced |
| Traynor Capital Management, Inc. | 23,630 | $624.3K | 0.04% | +5,744+32.1% | Added |
| Steel Peak Wealth Management LLC | 23,729 | $626.9K | 0.02% | −2,749−10.4% | Reduced |
| Aigen Investment Management, LP | 23,952 | $632.8K | 0.10% | −36,261−60.2% | Reduced |
| Aldebaran Financial Inc. | 24,215 | $639.8K | 0.64% | −1,010−4.0% | Reduced |
| Buckingham Strategic Partners | 22,901 | $653.6K | 0.01% | +4,225+22.6% | Added |
| Concorde Asset Management, LLC | 25,380 | $658.3K | 0.28% | +25,380 | New |
| SLT Holdings LLC | 25,237 | $666.8K | 0.44% | +3,056+13.8% | Added |
| Equitable Holdings, Inc. | 25,459 | $672.6K | 0.00% | −5,631−18.1% | Reduced |
| Magnetar Financial LLC | 25,566 | $675.5K | 0.00% | +25,566 | New |
| Steward Partners Investment Advisory, LLC | 25,604 | $676.5K | 0.00% | +1,511+6.3% | Added |
| Tower Research Capital LLC (TRC) | 25,624 | $677.0K | 0.02% | −25,651−50.0% | Reduced |
| Wedmont Private Capital | 24,086 | $677.8K | 0.03% | +2,593+12.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 26,000 | $686.9K | 0.03% | +26,000 | New |
| Hexagon Capital Partners LLC | 26,186 | $691.8K | 0.14% | −2,121−7.5% | Reduced |
| Emergent Wealth Advisors, LLC | 26,238 | $693.2K | 0.40% | +18+0.1% | Added |
| MetLife Investment Management | 26,239 | $693.2K | 0.00% | +1,891+7.8% | Added |
| R Squared Ltd | 26,248 | $693.5K | 0.30% | −3,236−11.0% | Reduced |
| We Are One Seven, LLC | 26,398 | $697.4K | 0.02% | +8,082+44.1% | Added |
| Numerai GP LLC | 26,478 | $699.5K | 0.10% | −5,134−16.2% | Reduced |
| StoneX Group Inc. | 27,188 | $718.3K | 0.03% | +14,650+116.8% | Added |
| Integrity Alliance, LLC. | 27,234 | $719.5K | 0.03% | −548−2.0% | Reduced |
| Level Four Advisory Services, LLC | 27,276 | $720.6K | 0.02% | −5,774−17.5% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,685 | $731.4K | 0.04% | +7,085+34.4% | Added |
| Callan Family Office, LLC | 28,002 | $739.8K | 0.02% | −1,887−6.3% | Reduced |
| Clare Market Investments LLC | 28,035 | $740.7K | 0.15% | +28,035 | New |
| Foundations Investment Advisors, LLC | 28,111 | $742.7K | 0.01% | +1,187+4.4% | Added |
| Volterra Technologies LP | 28,123 | $743.0K | 0.49% | +28,123 | New |
| Mayflower Financial Advisors, LLC | 28,288 | $747.4K | 0.09% | −2,127−7.0% | Reduced |
| Brookstone Capital Management | 28,313 | $748.0K | 0.01% | −34,015−54.6% | Reduced |
| FNY Investment Advisers, LLC | 28,634 | $756.0K | 0.24% | +28,621+220,161.5% | Added |
| Aptus Capital Advisors, LLC | 28,710 | $758.5K | 0.01% | −2,326−7.5% | Reduced |
| Ritholtz Wealth Management | 28,801 | $760.9K | 0.01% | +28,801 | New |
| RPG Investment Advisory, LLC | 28,850 | $762.2K | 0.09% | −600−2.0% | Reduced |
| Oxford Asset Management LLP | 29,679 | $784.1K | 0.26% | +29,679 | New |
| J.W. Cole Advisors, Inc. | 29,782 | $786.8K | 0.02% | +6,496+27.9% | Added |
| VGI Partners Ltd | 30,007 | $792.8K | 0.06% | −4,506−13.1% | Reduced |
| Everence Capital Management Inc | 30,382 | $803.0K | 0.05% | +3,822+14.4% | Added |
| Kennedy Investment Group | 30,400 | $803.2K | 0.32% | −27,900−47.9% | Reduced |
| CIBC Asset Management Inc | 30,948 | $817.3K | 0.00% | +40+0.1% | Added |
| Umb Bank N A | 31,112 | $822.0K | 0.01% | −2,079−6.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 31,145 | $822.9K | 0.12% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 31,388 | $829.3K | 0.03% | +3,836+13.9% | Added |
| Archford Capital Strategies, LLC | 31,402 | $829.6K | 0.10% | +33+0.1% | Added |
| Pensionmark Financial Group, LLC | 31,526 | $832.9K | 0.02% | +8,306+35.8% | Added |
| Independent Advisor Alliance | 32,133 | $849.0K | 0.02% | +3,152+10.9% | Added |
| Lakeshore Financial Planning, Inc. | 32,565 | $860.4K | 0.32% | −3,950−10.8% | Reduced |