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 |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 72,288 | $1.91M | 1.95% | +1,918+2.7% | Added |
| Integrated Wealth Concepts LLC | 72,180 | $1.91M | 0.02% | +10,248+16.5% | Added |
| Highland Capital Management, LLC | 71,751 | $1.90M | 0.09% | +56,967+385.3% | Added |
| Global Retirement Partners, LLC | 71,680 | $1.89M | 0.04% | −32,117−30.9% | Reduced |
| Caption Management, LLC | 71,500 | $1.89M | 0.11% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 70,932 | $1.87M | 0.49% | +392+0.6% | Added |
| Fagan Associates, Inc. | 69,929 | $1.85M | 0.26% | +50,444+258.9% | Added |
| Schonfeld Strategic Advisors LLC | 69,900 | $1.85M | 0.01% | −947,047−93.1% | Reduced |
| Penserra Capital Management LLC | 69,141 | $1.83M | 0.02% | +45,032+186.8% | Added |
| Harbour Investments, Inc. | 68,714 | $1.82M | 0.04% | −182−0.3% | Reduced |
| Knights of Columbus Asset Advisors LLC | 68,518 | $1.81M | 0.10% | +68,518 | New |
| Custom Index Systems, LLC | 66,651 | $1.76M | 0.52% | +66,651 | New |
| Merit Financial Group, LLC | 66,384 | $1.75M | 0.02% | +43,404+188.9% | Added |
| Jacobs Levy Equity Management, Inc | 66,207 | $1.75M | 0.01% | +66,207 | New |
| Alta Wealth Advisors LLC | 65,969 | $1.74M | 0.62% | +65,969 | New |
| Solidarilty Wealth, LLC | 65,661 | $1.73M | 0.37% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 65,598 | $1.73M | 0.10% | −3,341−4.8% | Reduced |
| Strategic Advocates LLC | 65,592 | $1.73M | 0.45% | −6,890−9.5% | Reduced |
| AXA Investment Managers S.A. | 65,325 | $1.73M | 0.00% | +65,325 | New |
| Harvest Fund Management Co., Ltd | 64,525 | $1.70M | 0.07% | +43,932+213.3% | Added |
| Laird Norton Trust Company, LLC | 64,495 | $1.70M | 0.29% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 64,425 | $1.70M | 0.12% | +35,989+126.6% | Added |
| TCG Advisory Services, LLC | 64,330 | $1.70M | 0.06% | −16,255−20.2% | Reduced |
| Belpointe Asset Management LLC | 63,730 | $1.68M | 0.06% | −12,822−16.7% | Reduced |
| Bridgeway Capital Management, LLC | 63,700 | $1.68M | 0.04% | +63,700 | New |
| Nwam LLC | 58,430 | $1.67M | 0.09% | −4,549−7.2% | Reduced |
| Sigma Planning Corp | 62,650 | $1.66M | 0.05% | +1,997+3.3% | Added |
| CIBC Private Wealth Group, LLC | 62,626 | $1.65M | 0.00% | +6,959+12.5% | Added |
| Sumitomo Life Insurance Co | 62,431 | $1.65M | 0.05% | +62,431 | New |
| Manufacturers Life Insurance Company, The | 62,061 | $1.64M | 0.00% | +4,078+7.0% | Added |
| The PNC Financial Services Group, Inc. | 61,742 | $1.63M | 0.00% | −23,138−27.3% | Reduced |
| Amalgamated Bank | 61,580 | $1.63M | 0.01% | +3,137+5.4% | Added |
| Machina Capital S.A.S. | 61,232 | $1.62M | 0.28% | +48,390+376.8% | Added |
| Arkadios Wealth Advisors | 61,042 | $1.61M | 0.04% | −3,481−5.4% | Reduced |
| BluePath Capital Management, LLC | 60,991 | $1.61M | 1.18% | +641+1.1% | Added |
| Sterling Capital Management LLC | 60,663 | $1.60M | 0.02% | −633−1.0% | Reduced |
| US Bancorp | 60,090 | $1.59M | 0.00% | +22,721+60.8% | Added |
| Marathon Trading Investment Management LLC | 59,900 | $1.58M | 0.67% | +40,300+205.6% | Added |
| Empowered Funds, LLC | 59,402 | $1.57M | 0.02% | +21,236+55.6% | Added |
| Kestra Private Wealth Services, LLC | 58,667 | $1.55M | 0.02% | −9,709−14.2% | Reduced |
| Hudock, Inc. | 58,563 | $1.55M | 0.24% | −4,732−7.5% | Reduced |
| Private Advisory Group LLC | 57,356 | $1.52M | 0.13% | +57,356 | New |
| Gulf International Bank (UK) Ltd | 56,483 | $1.49M | 0.05% | +56,483 | New |
| Maryland State Retirement & Pension System | 56,096 | $1.48M | 0.03% | +6,681+13.5% | Added |
| San Luis Wealth Advisors LLC | 55,798 | $1.47M | 0.27% | −2,202−3.8% | Reduced |
| Captrust Financial Advisors | 55,625 | $1.47M | 0.00% | +14,395+34.9% | Added |
| Mackenzie Financial Corp | 55,471 | $1.47M | 0.00% | +55,471 | New |
| Par Capital Management Inc | 55,000 | $1.45M | 0.04% | 00.0% | Unchanged |
| Axq Capital, LP | 54,657 | $1.44M | 0.55% | −66,096−54.7% | Reduced |
| Stansberry Asset Management, LLC | 53,406 | $1.41M | 0.15% | +53,406 | New |
| Howland Capital Management LLC | 53,347 | $1.41M | 0.05% | +53,347 | New |
| Victory Financial Group, LLC | 53,486 | $1.41M | 0.19% | +53,486 | New |
| Williamson Legacy Group, LLC | 52,884 | $1.40M | 1.08% | +52,884 | New |
| CIBC World Markets Inc. | 51,931 | $1.37M | 0.00% | +33,247+177.9% | Added |
| Investment Management Corp of Ontario | 51,812 | $1.37M | 0.02% | +51,812 | New |
| National Bank of Canada | 51,534 | $1.36M | 0.00% | +24,614+91.4% | Added |
| Means Investment Co., Inc. | 51,408 | $1.36M | 0.12% | −2,730−5.0% | Reduced |
| Keystone Financial Services, LLC | 51,332 | $1.36M | 0.95% | −1,000−1.9% | Reduced |
| Clarus Wealth Advisors | 52,544 | $1.33M | 0.59% | −31,147−37.2% | Reduced |
| Laurion Capital Management LP | 50,000 | $1.32M | 0.18% | +50,000 | New |
| Neuberger Berman Group LLC | 49,860 | $1.32M | 0.00% | +3,881+8.4% | Added |
| AlphaStar Capital Management, LLC | 49,362 | $1.30M | 0.11% | −27,724−36.0% | Reduced |
| Omers Administration Corp | 49,000 | $1.29M | 0.01% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 48,567 | $1.28M | 0.17% | +48,567 | New |
| Royal London Asset Management Ltd | 47,932 | $1.27M | 0.00% | +47,932 | New |
| Kovitz Investment Group Partners, LLC | 47,602 | $1.26M | 0.00% | −15,254−24.3% | Reduced |
| Pathway Financial Advisers, LLC | 47,549 | $1.26M | 0.37% | +230+0.5% | Added |
| Schroder Investment Management Group | 45,068 | $1.24M | 0.00% | +45,068 | New |
| M&T Bank Corp | 46,957 | $1.24M | 0.00% | −10,099−17.7% | Reduced |
| Vontobel Holding Ltd. | 46,471 | $1.23M | 0.00% | −25,271−35.2% | Reduced |
| Pinnacle Associates Ltd | 43,886 | $1.16M | 0.02% | −10,807−19.8% | Reduced |
| Forum Financial Management, LP | 43,630 | $1.15M | 0.02% | −139−0.3% | Reduced |
| Resources Investment Advisors, LLC. | 43,556 | $1.15M | 0.01% | +11,144+34.4% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $1.15M | 0.04% | 00.0% | Unchanged |
| River Street Advisors LLC | 43,473 | $1.15M | 0.45% | −33,559−43.6% | Reduced |
| Paradiem, LLC | 42,733 | $1.13M | 0.26% | +42,733 | New |
| Pinkerton Retirement Specialists, LLC | 41,912 | $1.11M | 0.12% | +41,912 | New |
| BIT Capital GmbH | 41,831 | $1.11M | 0.05% | −3,630,490−98.9% | Reduced |
| Allstate Corp | 41,169 | $1.09M | 0.02% | +41,169 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 41,087 | $1.07M | 0.01% | −24,971−37.8% | Reduced |
| Compass Capital Corp | 34,770 | $1.06M | 0.46% | −6,020−14.8% | Reduced |
| Thoroughbred Financial Services, LLC | 40,140 | $1.06M | 0.07% | +27,283+212.2% | Added |
| BOCHK Asset Management Ltd | 40,000 | $1.06M | 0.28% | +40,000 | New |
| Quest Partners LLC | 39,839 | $1.05M | 0.07% | −1,020−2.5% | Reduced |
| CIBC Bancorp USA Inc. | 39,633 | $1.05M | 0.01% | +39,633 | New |
| CenterStar Asset Management, LLC | 39,511 | $1.04M | 1.99% | +39,511 | New |
| Moseley Investment Management Inc | 38,974 | $1.03M | 0.31% | +7,511+23.9% | Added |
| Flow Traders U.S. LLC | 38,746 | $1.02M | 0.04% | +38,746 | New |
| Financial Partners Group, Inc | 38,645 | $1.02M | 0.13% | +38,645 | New |
| Harvest Portfolios Group Inc. | 38,364 | $1.01M | 0.02% | +38,364 | New |
| Davenport & Co LLC | 38,107 | $1.01M | 0.01% | −9,610−20.1% | Reduced |
| Lazard Asset Management LLC | 38,027 | $1.00M | 0.00% | +2,118+5.9% | Added |
| Atria Investments LLC | 37,084 | $979.8K | 0.01% | +37,084 | New |
| Castleark Management LLC | 37,000 | $977.5K | 0.03% | +37,000 | New |
| Perigon Wealth Management, LLC | 36,772 | $971.5K | 0.02% | −2,518−6.4% | Reduced |
| Citizens Financial Group Inc | 36,675 | $969.0K | 0.01% | +12,641+52.6% | Added |
| Fortis Capital Advisors, LLC | 36,366 | $960.8K | 0.15% | −8,201−18.4% | Reduced |
| RSM US Wealth Management LLC | 36,181 | $955.9K | 0.01% | +7,334+25.4% | Added |
| Owen LaRue, LLC | 36,090 | $953.5K | 0.38% | +36,090 | New |
| Capstone Investment Advisors, LLC | 35,996 | $951.0K | 0.01% | +11,596+47.5% | Added |