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 |
|---|---|---|---|---|---|
| First National Trust Co | 33,138 | $875.5K | 0.03% | +4,938+17.5% | Added |
| Sunpointe, LLC | 33,183 | $876.7K | 0.32% | +33,183 | New |
| Diversified Trust Co | 33,649 | $889.0K | 0.02% | +22,321+197.0% | Added |
| NorthRock Partners, LLC | 33,705 | $890.5K | 0.02% | +16,331+94.0% | Added |
| Brinker Capital Investments, LLC | 33,907 | $895.8K | 0.01% | +8,477+33.3% | Added |
| Rakuten Investment Management, Inc. | 6,812 | $902.1K | 0.00% | +6,812 | New |
| Change Path, LLC | 34,559 | $913.0K | 0.02% | +10,350+42.8% | Added |
| Advisory Services Network, LLC | 34,648 | $915.4K | 0.01% | +798+2.4% | Added |
| Mangrove Partners | 35,013 | $925.0K | 0.08% | +35,013 | New |
| Valeo Financial Advisors, LLC | 35,321 | $933.2K | 0.02% | +1,941+5.8% | Added |
| PFG Investments, LLC | 35,736 | $944.1K | 0.05% | +5,309+17.4% | Added |
| McGuire Investment Group, LLC | 35,950 | $949.8K | 0.11% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 35,996 | $951.0K | 0.01% | +11,596+47.5% | Added |
| Owen LaRue, LLC | 36,090 | $953.5K | 0.38% | +36,090 | New |
| RSM US Wealth Management LLC | 36,181 | $955.9K | 0.01% | +7,334+25.4% | Added |
| Fortis Capital Advisors, LLC | 36,366 | $960.8K | 0.15% | −8,201−18.4% | Reduced |
| Citizens Financial Group Inc | 36,675 | $969.0K | 0.01% | +12,641+52.6% | Added |
| Perigon Wealth Management, LLC | 36,772 | $971.5K | 0.02% | −2,518−6.4% | Reduced |
| Castleark Management LLC | 37,000 | $977.5K | 0.03% | +37,000 | New |
| Atria Investments LLC | 37,084 | $979.8K | 0.01% | +37,084 | New |
| Lazard Asset Management LLC | 38,027 | $1.00M | 0.00% | +2,118+5.9% | Added |
| Davenport & Co LLC | 38,107 | $1.01M | 0.01% | −9,610−20.1% | Reduced |
| Harvest Portfolios Group Inc. | 38,364 | $1.01M | 0.02% | +38,364 | New |
| Financial Partners Group, Inc | 38,645 | $1.02M | 0.13% | +38,645 | New |
| Flow Traders U.S. LLC | 38,746 | $1.02M | 0.04% | +38,746 | New |
| Moseley Investment Management Inc | 38,974 | $1.03M | 0.31% | +7,511+23.9% | Added |
| CenterStar Asset Management, LLC | 39,511 | $1.04M | 1.99% | +39,511 | New |
| CIBC Bancorp USA Inc. | 39,633 | $1.05M | 0.01% | +39,633 | New |
| Quest Partners LLC | 39,839 | $1.05M | 0.07% | −1,020−2.5% | Reduced |
| BOCHK Asset Management Ltd | 40,000 | $1.06M | 0.28% | +40,000 | New |
| Thoroughbred Financial Services, LLC | 40,140 | $1.06M | 0.07% | +27,283+212.2% | Added |
| Compass Capital Corp | 34,770 | $1.06M | 0.46% | −6,020−14.8% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,087 | $1.07M | 0.01% | −24,971−37.8% | Reduced |
| Allstate Corp | 41,169 | $1.09M | 0.02% | +41,169 | New |
| BIT Capital GmbH | 41,831 | $1.11M | 0.05% | −3,630,490−98.9% | Reduced |
| Pinkerton Retirement Specialists, LLC | 41,912 | $1.11M | 0.12% | +41,912 | New |
| Paradiem, LLC | 42,733 | $1.13M | 0.26% | +42,733 | New |
| River Street Advisors LLC | 43,473 | $1.15M | 0.45% | −33,559−43.6% | Reduced |
| Susquehanna Advisors Group, Inc. | 43,492 | $1.15M | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 43,556 | $1.15M | 0.01% | +11,144+34.4% | Added |
| Forum Financial Management, LP | 43,630 | $1.15M | 0.02% | −139−0.3% | Reduced |
| Pinnacle Associates Ltd | 43,886 | $1.16M | 0.02% | −10,807−19.8% | Reduced |
| Vontobel Holding Ltd. | 46,471 | $1.23M | 0.00% | −25,271−35.2% | Reduced |
| M&T Bank Corp | 46,957 | $1.24M | 0.00% | −10,099−17.7% | Reduced |
| Schroder Investment Management Group | 45,068 | $1.24M | 0.00% | +45,068 | New |
| Pathway Financial Advisers, LLC | 47,549 | $1.26M | 0.37% | +230+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 47,602 | $1.26M | 0.00% | −15,254−24.3% | Reduced |
| Royal London Asset Management Ltd | 47,932 | $1.27M | 0.00% | +47,932 | New |
| Polymer Capital Management (US) LLC | 48,567 | $1.28M | 0.17% | +48,567 | New |
| Omers Administration Corp | 49,000 | $1.29M | 0.01% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 49,362 | $1.30M | 0.11% | −27,724−36.0% | Reduced |
| Neuberger Berman Group LLC | 49,860 | $1.32M | 0.00% | +3,881+8.4% | Added |
| Laurion Capital Management LP | 50,000 | $1.32M | 0.18% | +50,000 | New |
| Clarus Wealth Advisors | 52,544 | $1.33M | 0.59% | −31,147−37.2% | Reduced |
| Keystone Financial Services, LLC | 51,332 | $1.36M | 0.95% | −1,000−1.9% | Reduced |
| Means Investment Co., Inc. | 51,408 | $1.36M | 0.12% | −2,730−5.0% | Reduced |
| National Bank of Canada | 51,534 | $1.36M | 0.00% | +24,614+91.4% | Added |
| Investment Management Corp of Ontario | 51,812 | $1.37M | 0.02% | +51,812 | New |
| CIBC World Markets Inc. | 51,931 | $1.37M | 0.00% | +33,247+177.9% | Added |
| Williamson Legacy Group, LLC | 52,884 | $1.40M | 1.08% | +52,884 | New |
| Victory Financial Group, LLC | 53,486 | $1.41M | 0.19% | +53,486 | New |
| Howland Capital Management LLC | 53,347 | $1.41M | 0.05% | +53,347 | New |
| Stansberry Asset Management, LLC | 53,406 | $1.41M | 0.15% | +53,406 | New |
| Axq Capital, LP | 54,657 | $1.44M | 0.55% | −66,096−54.7% | Reduced |
| Par Capital Management Inc | 55,000 | $1.45M | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 55,471 | $1.47M | 0.00% | +55,471 | New |
| Captrust Financial Advisors | 55,625 | $1.47M | 0.00% | +14,395+34.9% | Added |
| San Luis Wealth Advisors LLC | 55,798 | $1.47M | 0.27% | −2,202−3.8% | Reduced |
| Maryland State Retirement & Pension System | 56,096 | $1.48M | 0.03% | +6,681+13.5% | Added |
| Gulf International Bank (UK) Ltd | 56,483 | $1.49M | 0.05% | +56,483 | New |
| Private Advisory Group LLC | 57,356 | $1.52M | 0.13% | +57,356 | New |
| Hudock, Inc. | 58,563 | $1.55M | 0.24% | −4,732−7.5% | Reduced |
| Kestra Private Wealth Services, LLC | 58,667 | $1.55M | 0.02% | −9,709−14.2% | Reduced |
| Empowered Funds, LLC | 59,402 | $1.57M | 0.02% | +21,236+55.6% | Added |
| Marathon Trading Investment Management LLC | 59,900 | $1.58M | 0.67% | +40,300+205.6% | Added |
| US Bancorp | 60,090 | $1.59M | 0.00% | +22,721+60.8% | Added |
| Sterling Capital Management LLC | 60,663 | $1.60M | 0.02% | −633−1.0% | Reduced |
| BluePath Capital Management, LLC | 60,991 | $1.61M | 1.18% | +641+1.1% | Added |
| Arkadios Wealth Advisors | 61,042 | $1.61M | 0.04% | −3,481−5.4% | Reduced |
| Machina Capital S.A.S. | 61,232 | $1.62M | 0.28% | +48,390+376.8% | Added |
| Amalgamated Bank | 61,580 | $1.63M | 0.01% | +3,137+5.4% | Added |
| The PNC Financial Services Group, Inc. | 61,742 | $1.63M | 0.00% | −23,138−27.3% | Reduced |
| Manufacturers Life Insurance Company, The | 62,061 | $1.64M | 0.00% | +4,078+7.0% | Added |
| Sumitomo Life Insurance Co | 62,431 | $1.65M | 0.05% | +62,431 | New |
| CIBC Private Wealth Group, LLC | 62,626 | $1.65M | 0.00% | +6,959+12.5% | Added |
| Sigma Planning Corp | 62,650 | $1.66M | 0.05% | +1,997+3.3% | Added |
| Nwam LLC | 58,430 | $1.67M | 0.09% | −4,549−7.2% | Reduced |
| Bridgeway Capital Management, LLC | 63,700 | $1.68M | 0.04% | +63,700 | New |
| Belpointe Asset Management LLC | 63,730 | $1.68M | 0.06% | −12,822−16.7% | Reduced |
| TCG Advisory Services, LLC | 64,330 | $1.70M | 0.06% | −16,255−20.2% | Reduced |
| Soltis Investment Advisors LLC | 64,425 | $1.70M | 0.12% | +35,989+126.6% | Added |
| Laird Norton Trust Company, LLC | 64,495 | $1.70M | 0.29% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 64,525 | $1.70M | 0.07% | +43,932+213.3% | Added |
| AXA Investment Managers S.A. | 65,325 | $1.73M | 0.00% | +65,325 | New |
| Strategic Advocates LLC | 65,592 | $1.73M | 0.45% | −6,890−9.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 65,598 | $1.73M | 0.10% | −3,341−4.8% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $1.73M | 0.37% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 65,969 | $1.74M | 0.62% | +65,969 | New |
| Jacobs Levy Equity Management, Inc | 66,207 | $1.75M | 0.01% | +66,207 | New |
| Merit Financial Group, LLC | 66,384 | $1.75M | 0.02% | +43,404+188.9% | Added |