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 |
|---|---|---|---|---|---|
| Old Second National Bank of Aurora | 171,330 | $4.53M | 0.93% | −132,591−43.6% | Reduced |
| Oppenheimer & Co Inc | 170,564 | $4.51M | 0.05% | −8,041−4.5% | Reduced |
| Independent Financial Group, LLC | 166,063 | $4.39M | 0.11% | −34,386−17.2% | Reduced |
| Van Eck Associates Corp | 161,939 | $4.28M | 0.00% | +2,480+1.6% | Added |
| Warm Springs Advisors Inc. | 160,000 | $4.23M | 3.21% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 159,694 | $4.22M | 0.16% | +116,008+265.5% | Added |
| D.A. Davidson & Co. | 159,543 | $4.22M | 0.03% | +37,415+30.6% | Added |
| Kessler Investment Group, LLC | 158,958 | $4.20M | 1.80% | +158,958 | New |
| British Columbia Investment Management Corp | 158,865 | $4.20M | 0.02% | +158,865 | New |
| Walleye Capital LLC | 158,717 | $4.19M | 0.03% | +124,958+370.1% | Added |
| Sullivan Wood Capital Management LLC | 152,195 | $4.02M | 5.92% | −1,500−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 152,146 | $4.02M | 0.05% | +18,397+13.8% | Added |
| Wealthfront Advisers LLC | 147,962 | $3.91M | 0.01% | +7,631+5.4% | Added |
| Engineers Gate Manager LP | 147,881 | $3.91M | 0.04% | −109,231−42.5% | Reduced |
| Fortis Group Advisors, LLC | 130,817 | $3.88M | 0.67% | +63,420+94.1% | Added |
| Estate Counselors, LLC | 146,868 | $3.88M | 0.33% | +146,868 | New |
| Nisa Investment Advisors, LLC | 146,825 | $3.88M | 0.01% | +5,125+3.6% | Added |
| CI Private Wealth, LLC | 145,734 | $3.85M | 0.01% | +20,443+16.3% | Added |
| Teacher Retirement System of Texas | 144,772 | $3.82M | 0.02% | −116,101−44.5% | Reduced |
| Polen Capital Management LLC | 143,218 | $3.78M | 0.01% | −27,678−16.2% | Reduced |
| Nissay Asset Management Corp | 140,389 | $3.71M | 0.02% | +140,389 | New |
| Xponance, Inc. | 138,115 | $3.65M | 0.03% | +70,587+104.5% | Added |
| Riggs Asset Managment Co. Inc. | 137,845 | $3.64M | 0.79% | +32,495+30.8% | Added |
| Concurrent Investment Advisors, LLC | 137,612 | $3.64M | 0.06% | −19,070−12.2% | Reduced |
| Caxton Associates LLP | 136,811 | $3.61M | 0.10% | +123,135+900.4% | Added |
| Northwestern Mutual Wealth Management Co | 136,102 | $3.60M | 0.00% | −31,414−18.8% | Reduced |
| Natixis | 135,898 | $3.59M | 0.02% | +135,898 | New |
| HighTower Advisors, LLC | 133,303 | $3.52M | 0.00% | −42,024−24.0% | Reduced |
| Acorn Financial Advisory Services Inc | 132,749 | $3.51M | 0.54% | −1,717−1.3% | Reduced |
| Gateway Investment Advisers LLC | 132,000 | $3.49M | 0.03% | +132,000 | New |
| Intellus Advisors LLC | 131,606 | $3.48M | 0.48% | −9,317−6.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 131,460 | $3.47M | 0.02% | +67,894+106.8% | Added |
| Pegasus Asset Management, Inc. | 130,375 | $3.44M | 1.11% | +924+0.7% | Added |
| Simplicity Wealth,LLC | 129,184 | $3.41M | 0.20% | +108,476+523.8% | Added |
| Stifel Financial Corp | 128,688 | $3.40M | 0.00% | +107,013+493.7% | Added |
| Brevan Howard Capital Management LP | 127,439 | $3.37M | 0.05% | −66,327−34.2% | Reduced |
| Triumph Capital Management | 126,915 | $3.35M | 0.90% | +19,590+18.3% | Added |
| LM Advisors LLC | 126,503 | $3.34M | 0.48% | −8,097−6.0% | Reduced |
| Diker Management LLC | 125,000 | $3.30M | 2.67% | +125,000 | New |
| Alliance Wealth Advisors, LLC | 122,194 | $3.23M | 0.76% | +410.0% | Added |
| Pathstone Holdings, LLC | 121,688 | $3.21M | 0.01% | −10,217−7.7% | Reduced |
| Allworth Financial LP | 117,925 | $3.12M | 0.01% | +93,892+390.7% | Added |
| Mutual Advisors, LLC | 110,308 | $3.10M | 0.07% | +96,594+704.3% | Added |
| Toroso Investments, LLC | 116,412 | $3.08M | 0.01% | +25,277+27.7% | Added |
| Brendel Financial Advisors LLC | 116,369 | $3.07M | 1.58% | −22,741−16.3% | Reduced |
| Baker Avenue Asset Management, LP | 115,475 | $3.05M | 0.07% | +115,475 | New |
| Firethorn Wealth Partners, LLC | 113,411 | $3.00M | 1.18% | −141,096−55.4% | Reduced |
| Tradition Wealth Management, LLC | 113,347 | $2.99M | 0.22% | +31,898+39.2% | Added |
| Torrey Growth & Income Advisors | 111,597 | $2.95M | 0.87% | +111,597 | New |
| Perennial Investment Advisors, LLC | 111,482 | $2.95M | 0.24% | −430.0% | Reduced |
| PDT Partners, LLC | 111,337 | $2.94M | 0.19% | −24,765−18.2% | Reduced |
| KBC Group NV | 110,452 | $2.92M | 0.01% | +81,842+286.1% | Added |
| Sciencast Management LP | 109,960 | $2.91M | 0.54% | +51,423+87.8% | Added |
| Mfg Wealth Management, Inc. | 109,776 | $2.90M | 2.19% | −52,049−32.2% | Reduced |
| Capital Advisors Wealth Management, LLC | 109,082 | $2.88M | 0.41% | −1,275−1.2% | Reduced |
| Miller Financial Services LLC | 108,611 | $2.87M | 3.32% | −19,534−15.2% | Reduced |
| Lido Advisors, LLC | 108,599 | $2.87M | 0.01% | +97,474+876.2% | Added |
| JustInvest LLC | 104,743 | $2.77M | 0.03% | +18,437+21.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 102,236 | $2.70M | 0.56% | +102,236 | New |
| Public Employees Retirement Association of Colorado | 102,103 | $2.70M | 0.01% | 00.0% | Unchanged |
| Sepio Capital, LP | 101,650 | $2.69M | 0.16% | +101,650 | New |
| Franklin Resources Inc | 101,599 | $2.68M | 0.00% | +87,803+636.4% | Added |
| GatePass Capital, LLC | 100,045 | $2.64M | 1.53% | −22,476−18.3% | Reduced |
| Meridian Wealth Management, LLC | 98,267 | $2.60M | 0.10% | +98,267 | New |
| Swedbank AB | 97,945 | $2.59M | 0.00% | +97,945 | New |
| Voya Investment Management LLC | 97,905 | $2.59M | 0.00% | −67,931−41.0% | Reduced |
| IFP Advisors, Inc | 96,705 | $2.55M | 0.07% | +682+0.7% | Added |
| Nordea Investment Management AB | 97,821 | $2.55M | 0.00% | −848,076−89.7% | Reduced |
| Norris Financial Group, LLC | 96,084 | $2.54M | 0.93% | −212,235−68.8% | Reduced |
| Daiwa Securities Group Inc. | 95,900 | $2.53M | 0.01% | +95,900 | New |
| Creekmur Asset Management LLC | 95,891 | $2.53M | 0.42% | +18,076+23.2% | Added |
| Main Management ETF Advisors, LLC | 93,775 | $2.48M | 0.09% | +93,775 | New |
| Highview Capital Management LLC | 93,668 | $2.47M | 0.91% | −1,436−1.5% | Reduced |
| Prospera Financial Services Inc | 93,347 | $2.47M | 0.04% | +3,175+3.5% | Added |
| Slow Capital, Inc. | 92,554 | $2.45M | 0.29% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 90,158 | $2.38M | 0.16% | +44,027+95.4% | Added |
| Miracle Mile Advisors, LLC | 89,789 | $2.37M | 0.04% | +1,318+1.5% | Added |
| Kovack Advisors, Inc. | 89,677 | $2.37M | 0.22% | +3,556+4.1% | Added |
| Qsemble Capital Management, LP | 88,262 | $2.33M | 0.23% | −55,548−38.6% | Reduced |
| Caisse des Depots Et Consignations | 88,216 | $2.33M | 0.10% | 00.0% | Unchanged |
| Prudential Financial Inc | 87,776 | $2.32M | 0.00% | +4,020+4.8% | Added |
| Qube Research & Technologies Ltd | 86,602 | $2.29M | 0.00% | +86,602 | New |
| Donoghue Forlines LLC | 85,085 | $2.25M | 0.69% | +85,085 | New |
| Sava Infond d.o.o. | 85,050 | $2.25M | 0.32% | +71,050+507.5% | Added |
| iA Global Asset Management Inc. | 83,490 | $2.21M | 0.03% | +83,490 | New |
| Steinberganna Wealth Management | 82,960 | $2.19M | 1.03% | +82,960 | New |
| Covenant Asset Management, LLC | 81,700 | $2.16M | 0.41% | +81,700 | New |
| Truist Financial Corp | 80,532 | $2.13M | 0.00% | −16,270−16.8% | Reduced |
| Firsthand Capital Management, Inc. | 80,000 | $2.11M | 3.55% | +30,000+60.0% | Added |
| HighPoint Advisor Group LLC | 79,662 | $2.10M | 0.10% | +5,518+7.4% | Added |
| Dark Forest Capital Management LP | 79,471 | $2.10M | 0.08% | −68,964−46.5% | Reduced |
| CWM, LLC | 79,140 | $2.09M | 0.01% | −8,193−9.4% | Reduced |
| Spire Wealth Management | 78,707 | $2.08M | 0.07% | +8,513+12.1% | Added |
| Elo Mutual Pension Insurance Co | 77,477 | $2.05M | 0.03% | +77,477 | New |
| Gsa Capital Partners LLP | 77,282 | $2.04M | 0.17% | −67,867−46.8% | Reduced |
| Burney Co | 76,467 | $2.02M | 0.06% | −70,669−48.0% | Reduced |
| Midwest Professional Planners, LTD. | 76,107 | $2.01M | 0.49% | +12,836+20.3% | Added |
| Virtue Capital Management, LLC | 74,065 | $1.96M | 0.43% | +6,121+9.0% | Added |
| Teamwork Financial Advisors, LLC | 73,772 | $1.95M | 0.21% | −27,479−27.1% | Reduced |
| Credit Agricole S A | 72,443 | $1.91M | 0.01% | +72,443 | New |