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 |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 66,651 | $1.76M | 0.52% | +66,651 | New |
| Knights of Columbus Asset Advisors LLC | 68,518 | $1.81M | 0.10% | +68,518 | New |
| Harbour Investments, Inc. | 68,714 | $1.82M | 0.04% | −182−0.3% | Reduced |
| Penserra Capital Management LLC | 69,141 | $1.83M | 0.02% | +45,032+186.8% | Added |
| Schonfeld Strategic Advisors LLC | 69,900 | $1.85M | 0.01% | −947,047−93.1% | Reduced |
| Fagan Associates, Inc. | 69,929 | $1.85M | 0.26% | +50,444+258.9% | Added |
| Xcel Wealth Management, LLC | 70,932 | $1.87M | 0.49% | +392+0.6% | Added |
| Caption Management, LLC | 71,500 | $1.89M | 0.11% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 71,680 | $1.89M | 0.04% | −32,117−30.9% | Reduced |
| Highland Capital Management, LLC | 71,751 | $1.90M | 0.09% | +56,967+385.3% | Added |
| Integrated Wealth Concepts LLC | 72,180 | $1.91M | 0.02% | +10,248+16.5% | Added |
| Capital Markets Trading UK LLP | 72,288 | $1.91M | 1.95% | +1,918+2.7% | Added |
| Credit Agricole S A | 72,443 | $1.91M | 0.01% | +72,443 | New |
| Teamwork Financial Advisors, LLC | 73,772 | $1.95M | 0.21% | −27,479−27.1% | Reduced |
| Virtue Capital Management, LLC | 74,065 | $1.96M | 0.43% | +6,121+9.0% | Added |
| Midwest Professional Planners, LTD. | 76,107 | $2.01M | 0.49% | +12,836+20.3% | Added |
| Burney Co | 76,467 | $2.02M | 0.06% | −70,669−48.0% | Reduced |
| Gsa Capital Partners LLP | 77,282 | $2.04M | 0.17% | −67,867−46.8% | Reduced |
| Elo Mutual Pension Insurance Co | 77,477 | $2.05M | 0.03% | +77,477 | New |
| Spire Wealth Management | 78,707 | $2.08M | 0.07% | +8,513+12.1% | Added |
| CWM, LLC | 79,140 | $2.09M | 0.01% | −8,193−9.4% | Reduced |
| Dark Forest Capital Management LP | 79,471 | $2.10M | 0.08% | −68,964−46.5% | Reduced |
| HighPoint Advisor Group LLC | 79,662 | $2.10M | 0.10% | +5,518+7.4% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $2.11M | 3.55% | +30,000+60.0% | Added |
| Truist Financial Corp | 80,532 | $2.13M | 0.00% | −16,270−16.8% | Reduced |
| Covenant Asset Management, LLC | 81,700 | $2.16M | 0.41% | +81,700 | New |
| Steinberganna Wealth Management | 82,960 | $2.19M | 1.03% | +82,960 | New |
| iA Global Asset Management Inc. | 83,490 | $2.21M | 0.03% | +83,490 | New |
| Sava Infond d.o.o. | 85,050 | $2.25M | 0.32% | +71,050+507.5% | Added |
| Donoghue Forlines LLC | 85,085 | $2.25M | 0.69% | +85,085 | New |
| Qube Research & Technologies Ltd | 86,602 | $2.29M | 0.00% | +86,602 | New |
| Prudential Financial Inc | 87,776 | $2.32M | 0.00% | +4,020+4.8% | Added |
| Caisse des Depots Et Consignations | 88,216 | $2.33M | 0.10% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 88,262 | $2.33M | 0.23% | −55,548−38.6% | Reduced |
| Kovack Advisors, Inc. | 89,677 | $2.37M | 0.22% | +3,556+4.1% | Added |
| Miracle Mile Advisors, LLC | 89,789 | $2.37M | 0.04% | +1,318+1.5% | Added |
| Davy Global Fund Management Ltd | 90,158 | $2.38M | 0.16% | +44,027+95.4% | Added |
| Slow Capital, Inc. | 92,554 | $2.45M | 0.29% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 93,347 | $2.47M | 0.04% | +3,175+3.5% | Added |
| Highview Capital Management LLC | 93,668 | $2.47M | 0.91% | −1,436−1.5% | Reduced |
| Main Management ETF Advisors, LLC | 93,775 | $2.48M | 0.09% | +93,775 | New |
| Creekmur Asset Management LLC | 95,891 | $2.53M | 0.42% | +18,076+23.2% | Added |
| Daiwa Securities Group Inc. | 95,900 | $2.53M | 0.01% | +95,900 | New |
| Norris Financial Group, LLC | 96,084 | $2.54M | 0.93% | −212,235−68.8% | Reduced |
| Nordea Investment Management AB | 97,821 | $2.55M | 0.00% | −848,076−89.7% | Reduced |
| IFP Advisors, Inc | 96,705 | $2.55M | 0.07% | +682+0.7% | Added |
| Voya Investment Management LLC | 97,905 | $2.59M | 0.00% | −67,931−41.0% | Reduced |
| Swedbank AB | 97,945 | $2.59M | 0.00% | +97,945 | New |
| Meridian Wealth Management, LLC | 98,267 | $2.60M | 0.10% | +98,267 | New |
| GatePass Capital, LLC | 100,045 | $2.64M | 1.53% | −22,476−18.3% | Reduced |
| Franklin Resources Inc | 101,599 | $2.68M | 0.00% | +87,803+636.4% | Added |
| Sepio Capital, LP | 101,650 | $2.69M | 0.16% | +101,650 | New |
| Public Employees Retirement Association of Colorado | 102,103 | $2.70M | 0.01% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 102,236 | $2.70M | 0.56% | +102,236 | New |
| JustInvest LLC | 104,743 | $2.77M | 0.03% | +18,437+21.4% | Added |
| Lido Advisors, LLC | 108,599 | $2.87M | 0.01% | +97,474+876.2% | Added |
| Miller Financial Services LLC | 108,611 | $2.87M | 3.32% | −19,534−15.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 109,082 | $2.88M | 0.41% | −1,275−1.2% | Reduced |
| Mfg Wealth Management, Inc. | 109,776 | $2.90M | 2.19% | −52,049−32.2% | Reduced |
| Sciencast Management LP | 109,960 | $2.91M | 0.54% | +51,423+87.8% | Added |
| KBC Group NV | 110,452 | $2.92M | 0.01% | +81,842+286.1% | Added |
| PDT Partners, LLC | 111,337 | $2.94M | 0.19% | −24,765−18.2% | Reduced |
| Perennial Investment Advisors, LLC | 111,482 | $2.95M | 0.24% | −430.0% | Reduced |
| Torrey Growth & Income Advisors | 111,597 | $2.95M | 0.87% | +111,597 | New |
| Tradition Wealth Management, LLC | 113,347 | $2.99M | 0.22% | +31,898+39.2% | Added |
| Firethorn Wealth Partners, LLC | 113,411 | $3.00M | 1.18% | −141,096−55.4% | Reduced |
| Baker Avenue Asset Management, LP | 115,475 | $3.05M | 0.07% | +115,475 | New |
| Brendel Financial Advisors LLC | 116,369 | $3.07M | 1.58% | −22,741−16.3% | Reduced |
| Toroso Investments, LLC | 116,412 | $3.08M | 0.01% | +25,277+27.7% | Added |
| Mutual Advisors, LLC | 110,308 | $3.10M | 0.07% | +96,594+704.3% | Added |
| Allworth Financial LP | 117,925 | $3.12M | 0.01% | +93,892+390.7% | Added |
| Pathstone Holdings, LLC | 121,688 | $3.21M | 0.01% | −10,217−7.7% | Reduced |
| Alliance Wealth Advisors, LLC | 122,194 | $3.23M | 0.76% | +410.0% | Added |
| Diker Management LLC | 125,000 | $3.30M | 2.67% | +125,000 | New |
| LM Advisors LLC | 126,503 | $3.34M | 0.48% | −8,097−6.0% | Reduced |
| Triumph Capital Management | 126,915 | $3.35M | 0.90% | +19,590+18.3% | Added |
| Brevan Howard Capital Management LP | 127,439 | $3.37M | 0.05% | −66,327−34.2% | Reduced |
| Stifel Financial Corp | 128,688 | $3.40M | 0.00% | +107,013+493.7% | Added |
| Simplicity Wealth,LLC | 129,184 | $3.41M | 0.20% | +108,476+523.8% | Added |
| Pegasus Asset Management, Inc. | 130,375 | $3.44M | 1.11% | +924+0.7% | Added |
| O'Shaughnessy Asset Management, LLC | 131,460 | $3.47M | 0.02% | +67,894+106.8% | Added |
| Intellus Advisors LLC | 131,606 | $3.48M | 0.48% | −9,317−6.6% | Reduced |
| Gateway Investment Advisers LLC | 132,000 | $3.49M | 0.03% | +132,000 | New |
| Acorn Financial Advisory Services Inc | 132,749 | $3.51M | 0.54% | −1,717−1.3% | Reduced |
| HighTower Advisors, LLC | 133,303 | $3.52M | 0.00% | −42,024−24.0% | Reduced |
| Natixis | 135,898 | $3.59M | 0.02% | +135,898 | New |
| Northwestern Mutual Wealth Management Co | 136,102 | $3.60M | 0.00% | −31,414−18.8% | Reduced |
| Caxton Associates LLP | 136,811 | $3.61M | 0.10% | +123,135+900.4% | Added |
| Concurrent Investment Advisors, LLC | 137,612 | $3.64M | 0.06% | −19,070−12.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 137,845 | $3.64M | 0.79% | +32,495+30.8% | Added |
| Xponance, Inc. | 138,115 | $3.65M | 0.03% | +70,587+104.5% | Added |
| Nissay Asset Management Corp | 140,389 | $3.71M | 0.02% | +140,389 | New |
| Polen Capital Management LLC | 143,218 | $3.78M | 0.01% | −27,678−16.2% | Reduced |
| Teacher Retirement System of Texas | 144,772 | $3.82M | 0.02% | −116,101−44.5% | Reduced |
| CI Private Wealth, LLC | 145,734 | $3.85M | 0.01% | +20,443+16.3% | Added |
| Nisa Investment Advisors, LLC | 146,825 | $3.88M | 0.01% | +5,125+3.6% | Added |
| Estate Counselors, LLC | 146,868 | $3.88M | 0.33% | +146,868 | New |
| Fortis Group Advisors, LLC | 130,817 | $3.88M | 0.67% | +63,420+94.1% | Added |
| Engineers Gate Manager LP | 147,881 | $3.91M | 0.04% | −109,231−42.5% | Reduced |
| Wealthfront Advisers LLC | 147,962 | $3.91M | 0.01% | +7,631+5.4% | Added |