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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 152,146 | $4.02M | 0.05% | +18,397+13.8% | Added |
| Sullivan Wood Capital Management LLC | 152,195 | $4.02M | 5.92% | −1,500−1.0% | Reduced |
| Walleye Capital LLC | 158,717 | $4.19M | 0.03% | +124,958+370.1% | Added |
| British Columbia Investment Management Corp | 158,865 | $4.20M | 0.02% | +158,865 | New |
| Kessler Investment Group, LLC | 158,958 | $4.20M | 1.80% | +158,958 | New |
| D.A. Davidson & Co. | 159,543 | $4.22M | 0.03% | +37,415+30.6% | Added |
| Graham Capital Management, L.P. | 159,694 | $4.22M | 0.16% | +116,008+265.5% | Added |
| Warm Springs Advisors Inc. | 160,000 | $4.23M | 3.21% | 00.0% | Unchanged |
| Van Eck Associates Corp | 161,939 | $4.28M | 0.00% | +2,480+1.6% | Added |
| Independent Financial Group, LLC | 166,063 | $4.39M | 0.11% | −34,386−17.2% | Reduced |
| Oppenheimer & Co Inc | 170,564 | $4.51M | 0.05% | −8,041−4.5% | Reduced |
| Old Second National Bank of Aurora | 171,330 | $4.53M | 0.93% | −132,591−43.6% | Reduced |
| QRG Capital Management, Inc. | 174,004 | $4.60M | 0.06% | −154,193−47.0% | Reduced |
| Federated Hermes, Inc. | 174,351 | $4.61M | 0.01% | +162,600+1,383.7% | Added |
| Toronto Dominion Bank | 175,444 | $4.64M | 0.01% | +175,444 | New |
| RFG Advisory, LLC | 178,753 | $4.72M | 0.10% | −13,248−6.9% | Reduced |
| Mercer Global Advisors Inc | 179,142 | $4.73M | 0.01% | +179,142 | New |
| Virtus Wealth Solutions LLC | 179,605 | $4.75M | 0.91% | +179,605 | New |
| Utah Retirement Systems | 186,845 | $4.94M | 0.05% | +12,340+7.1% | Added |
| TD Asset Management Inc | 187,690 | $4.96M | 0.00% | +187,690 | New |
| Envestnet Asset Management Inc | 188,353 | $4.98M | 0.00% | +114,130+153.8% | Added |
| Stratos Wealth Partners, LTD. | 188,691 | $4.99M | 0.06% | +95,744+103.0% | Added |
| Fiduciary Alliance LLC | 199,253 | $5.26M | 0.35% | +7,340+3.8% | Added |
| Kestra Advisory Services, LLC | 199,321 | $5.27M | 0.02% | +32,359+19.4% | Added |
| Consolidated Investment Group LLC | 201,085 | $5.31M | 0.65% | 00.0% | Unchanged |
| Creative Planning | 202,940 | $5.36M | 0.00% | +33,881+20.0% | Added |
| Janney Montgomery Scott LLC | 209,272 | $5.53M | 0.01% | +41,902+25.0% | Added |
| OP Asset Management Ltd | 210,387 | $5.56M | 0.07% | +210,387 | New |
| Macquarie Group Ltd | 213,961 | $5.65M | 0.01% | +34,537+19.2% | Added |
| Cookson Peirce & Co Inc | 216,327 | $5.72M | 0.23% | +6,418+3.1% | Added |
| CAPROCK Group, Inc. | 228,411 | $5.83M | 0.14% | +228,411 | New |
| Virtu Financial LLC | 221,768 | $5.86M | 0.33% | +66,379+42.7% | Added |
| IFM Investors Pty Ltd | 209,790 | $5.87M | 0.05% | +209,790 | New |
| Quantinno Capital Management LP | 228,483 | $6.04M | 0.02% | +49,914+28.0% | Added |
| Principal Financial Group Inc | 229,511 | $6.06M | 0.00% | −32,805−12.5% | Reduced |
| Allianz Asset Management GmbH | 232,827 | $6.15M | 0.01% | +232,827 | New |
| Cambridge Investment Research Advisors, Inc. | 236,438 | $6.25M | 0.02% | −29,519−11.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 237,440 | $6.27M | 0.03% | +230,870+3,514.0% | Added |
| Forsta Ap-Fonden | 237,500 | $6.27M | 0.04% | +237,500 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 239,290 | $6.32M | 0.06% | −208,261−46.5% | Reduced |
| CMG Global Holdings, LLC | 228,586 | $6.41M | 3.13% | +15,560+7.3% | Added |
| Edgestream Partners, L.P. | 251,441 | $6.64M | 0.19% | +127,368+102.7% | Added |
| Korea Investment CORP | 252,512 | $6.67M | 0.01% | +252,512 | New |
| Well Done, LLC | 253,395 | $6.69M | 1.14% | −305−0.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 254,164 | $6.72M | 1.87% | +254,164 | New |
| MML Investors Services, LLC | 254,531 | $6.72M | 0.02% | −56,081−18.1% | Reduced |
| Carroll Investors, Inc | 256,108 | $6.77M | 3.28% | +256,108 | New |
| Kercheville Advisors, LLC | 262,790 | $6.94M | 2.10% | +100,390+61.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 265,900 | $7.03M | 0.06% | +265,900 | New |
| Sanctuary Advisors, LLC | 268,823 | $7.10M | 0.04% | +139,766+108.3% | Added |
| FORA Capital, LLC | 273,032 | $7.21M | 1.27% | +253,871+1,324.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 273,188 | $7.22M | 0.02% | −36,589−11.8% | Reduced |
| Ensign Peak Advisors, Inc | 273,743 | $7.23M | 0.01% | −66,605−19.6% | Reduced |
| Baird Financial Group, Inc. | 274,575 | $7.25M | 0.01% | +190,121+225.1% | Added |
| Private Advisor Group, LLC | 277,987 | $7.34M | 0.04% | −41,662−13.0% | Reduced |
| Summit Trail Advisors, LLC | 290,868 | $7.68M | 0.11% | +33,344+12.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 274,194 | $7.72M | 0.01% | +73,918+36.9% | Added |
| Handelsbanken Fonder AB | 296,700 | $7.84M | 0.02% | +43,800+17.3% | Added |
| Parkside Investments, LLC | 299,540 | $7.91M | 0.99% | −132,505−30.7% | Reduced |
| Colony Group, LLC | 299,869 | $7.92M | 0.01% | −16,491−5.2% | Reduced |
| Elevatus Welath Management | 302,351 | $7.99M | 2.31% | −190,247−38.6% | Reduced |
| GWM Advisors LLC | 328,040 | $8.11M | 0.04% | +41,753+14.6% | Added |
| American Century Companies Inc | 311,131 | $8.22M | 0.00% | +16,993+5.8% | Added |
| Federation des caisses Desjardins du Quebec | 320,127 | $8.46M | 0.03% | −86,315−21.2% | Reduced |
| Intech Investment Management LLC | 321,417 | $8.49M | 0.08% | +182,069+130.7% | Added |
| Arizona State Retirement System | 327,729 | $8.66M | 0.05% | +23,936+7.9% | Added |
| Swiss Life Asset Management Ltd | 329,637 | $8.71M | 0.05% | +302,625+1,120.3% | Added |
| Storebrand Asset Management AS | 331,631 | $8.76M | 0.02% | +331,631 | New |
| Verition Fund Management LLC | 332,712 | $8.79M | 0.05% | −58,641−15.0% | Reduced |
| Anderson Hoagland & Co | 335,392 | $8.86M | 0.80% | −111,449−24.9% | Reduced |
| Nomura Asset Management Co Ltd | 335,700 | $8.87M | 0.02% | +332,800+11,475.9% | Added |
| Resona Asset Management Co.,Ltd. | 334,339 | $8.88M | 0.04% | +334,339 | New |
| Twinbeech Capital LP | 338,036 | $8.93M | 0.35% | +338,036 | New |
| Zacks Investment Management | 340,894 | $9.01M | 0.07% | −105,463−23.6% | Reduced |
| Clear Street Group Inc. | 345,000 | $9.11M | 0.04% | +345,000 | New |
| SG Americas Securities, LLC | 345,002 | $9.12M | 0.03% | +252,586+273.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 345,956 | $9.14M | 1.45% | +6,065+1.8% | Added |
| Public Employees Retirement System of Ohio | 353,826 | $9.35M | 0.03% | +23,704+7.2% | Added |
| HSBC Holdings PLC | 365,164 | $9.57M | 0.01% | +352,673+2,823.4% | Added |
| Cerity Partners LLC | 362,586 | $9.58M | 0.02% | −92,699−20.4% | Reduced |
| Man Group plc | 363,333 | $9.60M | 0.02% | −242,492−40.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 364,799 | $9.64M | 0.08% | −59,201−14.0% | Reduced |
| Exchange Traded Concepts, LLC | 374,715 | $9.90M | 0.09% | +22,460+6.4% | Added |
| STRS Ohio | 380,082 | $10.0M | 0.04% | +294,512+344.2% | Added |
| Russell Investments Group, Ltd. | 388,632 | $10.3M | 0.01% | +270,129+228.0% | Added |
| Hood River Capital Management LLC | 389,953 | $10.3M | 0.12% | −292,177−42.8% | Reduced |
| State of New Jersey Common Pension Fund D | 392,329 | $10.4M | 0.04% | +35,521+10.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 392,778 | $10.4M | 0.02% | +41,510+11.8% | Added |
| Liontrust Investment Partners LLP | 401,504 | $10.6M | 0.16% | +401,504 | New |
| Canada Pension Plan Investment Board | 402,400 | $10.6M | 0.01% | −18,600−4.4% | Reduced |
| Janus Henderson Group PLC | 402,412 | $10.6M | 0.00% | −647,663−61.7% | Reduced |
| Vestor Capital, LLC | 404,155 | $10.7M | 0.68% | +404,155 | New |
| Victory Capital Management Inc | 407,910 | $10.8M | 0.01% | +15,750+4.0% | Added |
| KLP Kapitalforvaltning AS | 421,900 | $11.1M | 0.04% | +205,500+95.0% | Added |
| Asset Management One Co.,Ltd. | 422,275 | $11.2M | 0.03% | +414,801+5,549.9% | Added |
| Cresset Asset Management, LLC | 429,974 | $11.4M | 0.05% | +3,049+0.7% | Added |
| Pictet Asset Management Holding SA | 430,971 | $11.4M | 0.01% | +267,793+164.1% | Added |
| Weiss Asset Management LP | 432,854 | $11.4M | 0.16% | +432,854 | New |
| Alliancebernstein L.P. | 433,174 | $11.4M | 0.00% | −621,363−58.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 447,143 | $11.8M | 0.03% | +447,143 | New |