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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 549,887 | $14.5M | 0.02% | −7,100−1.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 521,640 | $13.8M | 0.11% | +521,640 | New |
| Voleon Capital Management LP | 518,915 | $13.7M | 0.33% | +518,915 | New |
| Treasurer of the State of North Carolina | 509,214 | $13.5M | 0.04% | +12,528+2.5% | Added |
| Jefferies Financial Group Inc. | 508,202 | $13.4M | 0.12% | +475,602+1,458.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 501,710 | $13.3M | 0.11% | +97,049+24.0% | Added |
| Jones Financial Companies LLLP | 458,703 | $12.8M | 0.01% | +60,676+15.2% | Added |
| Reynders McVeigh Capital Management, LLC | 480,458 | $12.7M | 0.60% | +77,053+19.1% | Added |
| Commonwealth Equity Services, LLC | 477,880 | $12.6M | 0.02% | −64,278−11.9% | Reduced |
| Bank of Nova Scotia | 465,942 | $12.3M | 0.02% | +465,942 | New |
| Mariner, LLC | 462,572 | $12.2M | 0.02% | +32,966+7.7% | Added |
| Hartline Investment Corp | 460,402 | $12.2M | 1.26% | −60,355−11.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 447,143 | $11.8M | 0.03% | +447,143 | New |
| Alliancebernstein L.P. | 433,174 | $11.4M | 0.00% | −621,363−58.9% | Reduced |
| Weiss Asset Management LP | 432,854 | $11.4M | 0.16% | +432,854 | New |
| Pictet Asset Management Holding SA | 430,971 | $11.4M | 0.01% | +267,793+164.1% | Added |
| Cresset Asset Management, LLC | 429,974 | $11.4M | 0.05% | +3,049+0.7% | Added |
| Asset Management One Co.,Ltd. | 422,275 | $11.2M | 0.03% | +414,801+5,549.9% | Added |
| KLP Kapitalforvaltning AS | 421,900 | $11.1M | 0.04% | +205,500+95.0% | Added |
| Victory Capital Management Inc | 407,910 | $10.8M | 0.01% | +15,750+4.0% | Added |
| Vestor Capital, LLC | 404,155 | $10.7M | 0.68% | +404,155 | New |
| Janus Henderson Group PLC | 402,412 | $10.6M | 0.00% | −647,663−61.7% | Reduced |
| Canada Pension Plan Investment Board | 402,400 | $10.6M | 0.01% | −18,600−4.4% | Reduced |
| Liontrust Investment Partners LLP | 401,504 | $10.6M | 0.16% | +401,504 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 392,778 | $10.4M | 0.02% | +41,510+11.8% | Added |
| State of New Jersey Common Pension Fund D | 392,329 | $10.4M | 0.04% | +35,521+10.0% | Added |
| Hood River Capital Management LLC | 389,953 | $10.3M | 0.12% | −292,177−42.8% | Reduced |
| Russell Investments Group, Ltd. | 388,632 | $10.3M | 0.01% | +270,129+228.0% | Added |
| STRS Ohio | 380,082 | $10.0M | 0.04% | +294,512+344.2% | Added |
| Exchange Traded Concepts, LLC | 374,715 | $9.90M | 0.09% | +22,460+6.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 364,799 | $9.64M | 0.08% | −59,201−14.0% | Reduced |
| Man Group plc | 363,333 | $9.60M | 0.02% | −242,492−40.0% | Reduced |
| Cerity Partners LLC | 362,586 | $9.58M | 0.02% | −92,699−20.4% | Reduced |
| HSBC Holdings PLC | 365,164 | $9.57M | 0.01% | +352,673+2,823.4% | Added |
| Public Employees Retirement System of Ohio | 353,826 | $9.35M | 0.03% | +23,704+7.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 345,956 | $9.14M | 1.45% | +6,065+1.8% | Added |
| SG Americas Securities, LLC | 345,002 | $9.12M | 0.03% | +252,586+273.3% | Added |
| Clear Street Group Inc. | 345,000 | $9.11M | 0.04% | +345,000 | New |
| Zacks Investment Management | 340,894 | $9.01M | 0.07% | −105,463−23.6% | Reduced |
| Twinbeech Capital LP | 338,036 | $8.93M | 0.35% | +338,036 | New |
| Resona Asset Management Co.,Ltd. | 334,339 | $8.88M | 0.04% | +334,339 | New |
| Nomura Asset Management Co Ltd | 335,700 | $8.87M | 0.02% | +332,800+11,475.9% | Added |
| Anderson Hoagland & Co | 335,392 | $8.86M | 0.80% | −111,449−24.9% | Reduced |
| Verition Fund Management LLC | 332,712 | $8.79M | 0.05% | −58,641−15.0% | Reduced |
| Storebrand Asset Management AS | 331,631 | $8.76M | 0.02% | +331,631 | New |
| Swiss Life Asset Management Ltd | 329,637 | $8.71M | 0.05% | +302,625+1,120.3% | Added |
| Arizona State Retirement System | 327,729 | $8.66M | 0.05% | +23,936+7.9% | Added |
| Intech Investment Management LLC | 321,417 | $8.49M | 0.08% | +182,069+130.7% | Added |
| Federation des caisses Desjardins du Quebec | 320,127 | $8.46M | 0.03% | −86,315−21.2% | Reduced |
| American Century Companies Inc | 311,131 | $8.22M | 0.00% | +16,993+5.8% | Added |
| GWM Advisors LLC | 328,040 | $8.11M | 0.04% | +41,753+14.6% | Added |
| Elevatus Welath Management | 302,351 | $7.99M | 2.31% | −190,247−38.6% | Reduced |
| Colony Group, LLC | 299,869 | $7.92M | 0.01% | −16,491−5.2% | Reduced |
| Parkside Investments, LLC | 299,540 | $7.91M | 0.99% | −132,505−30.7% | Reduced |
| Handelsbanken Fonder AB | 296,700 | $7.84M | 0.02% | +43,800+17.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 274,194 | $7.72M | 0.01% | +73,918+36.9% | Added |
| Summit Trail Advisors, LLC | 290,868 | $7.68M | 0.11% | +33,344+12.9% | Added |
| Private Advisor Group, LLC | 277,987 | $7.34M | 0.04% | −41,662−13.0% | Reduced |
| Baird Financial Group, Inc. | 274,575 | $7.25M | 0.01% | +190,121+225.1% | Added |
| Ensign Peak Advisors, Inc | 273,743 | $7.23M | 0.01% | −66,605−19.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 273,188 | $7.22M | 0.02% | −36,589−11.8% | Reduced |
| FORA Capital, LLC | 273,032 | $7.21M | 1.27% | +253,871+1,324.9% | Added |
| Sanctuary Advisors, LLC | 268,823 | $7.10M | 0.04% | +139,766+108.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 265,900 | $7.03M | 0.06% | +265,900 | New |
| Kercheville Advisors, LLC | 262,790 | $6.94M | 2.10% | +100,390+61.8% | Added |
| Carroll Investors, Inc | 256,108 | $6.77M | 3.28% | +256,108 | New |
| MML Investors Services, LLC | 254,531 | $6.72M | 0.02% | −56,081−18.1% | Reduced |
| Westbourne Investment Advisors, Inc. | 254,164 | $6.72M | 1.87% | +254,164 | New |
| Well Done, LLC | 253,395 | $6.69M | 1.14% | −305−0.1% | Reduced |
| Korea Investment CORP | 252,512 | $6.67M | 0.01% | +252,512 | New |
| Edgestream Partners, L.P. | 251,441 | $6.64M | 0.19% | +127,368+102.7% | Added |
| CMG Global Holdings, LLC | 228,586 | $6.41M | 3.13% | +15,560+7.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 239,290 | $6.32M | 0.06% | −208,261−46.5% | Reduced |
| Forsta Ap-Fonden | 237,500 | $6.27M | 0.04% | +237,500 | New |
| Skandinaviska Enskilda Banken AB (publ) | 237,440 | $6.27M | 0.03% | +230,870+3,514.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 236,438 | $6.25M | 0.02% | −29,519−11.1% | Reduced |
| Allianz Asset Management GmbH | 232,827 | $6.15M | 0.01% | +232,827 | New |
| Principal Financial Group Inc | 229,511 | $6.06M | 0.00% | −32,805−12.5% | Reduced |
| Quantinno Capital Management LP | 228,483 | $6.04M | 0.02% | +49,914+28.0% | Added |
| IFM Investors Pty Ltd | 209,790 | $5.87M | 0.05% | +209,790 | New |
| Virtu Financial LLC | 221,768 | $5.86M | 0.33% | +66,379+42.7% | Added |
| CAPROCK Group, Inc. | 228,411 | $5.83M | 0.14% | +228,411 | New |
| Cookson Peirce & Co Inc | 216,327 | $5.72M | 0.23% | +6,418+3.1% | Added |
| Macquarie Group Ltd | 213,961 | $5.65M | 0.01% | +34,537+19.2% | Added |
| OP Asset Management Ltd | 210,387 | $5.56M | 0.07% | +210,387 | New |
| Janney Montgomery Scott LLC | 209,272 | $5.53M | 0.01% | +41,902+25.0% | Added |
| Creative Planning | 202,940 | $5.36M | 0.00% | +33,881+20.0% | Added |
| Consolidated Investment Group LLC | 201,085 | $5.31M | 0.65% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 199,321 | $5.27M | 0.02% | +32,359+19.4% | Added |
| Fiduciary Alliance LLC | 199,253 | $5.26M | 0.35% | +7,340+3.8% | Added |
| Stratos Wealth Partners, LTD. | 188,691 | $4.99M | 0.06% | +95,744+103.0% | Added |
| Envestnet Asset Management Inc | 188,353 | $4.98M | 0.00% | +114,130+153.8% | Added |
| TD Asset Management Inc | 187,690 | $4.96M | 0.00% | +187,690 | New |
| Utah Retirement Systems | 186,845 | $4.94M | 0.05% | +12,340+7.1% | Added |
| Virtus Wealth Solutions LLC | 179,605 | $4.75M | 0.91% | +179,605 | New |
| Mercer Global Advisors Inc | 179,142 | $4.73M | 0.01% | +179,142 | New |
| RFG Advisory, LLC | 178,753 | $4.72M | 0.10% | −13,248−6.9% | Reduced |
| Toronto Dominion Bank | 175,444 | $4.64M | 0.01% | +175,444 | New |
| Federated Hermes, Inc. | 174,351 | $4.61M | 0.01% | +162,600+1,383.7% | Added |
| QRG Capital Management, Inc. | 174,004 | $4.60M | 0.06% | −154,193−47.0% | Reduced |