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 |
|---|---|---|---|---|---|
| McGuire Investment Group, LLC | 35,950 | $949.8K | 0.11% | 00.0% | Unchanged |
| PFG Investments, LLC | 35,736 | $944.1K | 0.05% | +5,309+17.4% | Added |
| Valeo Financial Advisors, LLC | 35,321 | $933.2K | 0.02% | +1,941+5.8% | Added |
| Mangrove Partners | 35,013 | $925.0K | 0.08% | +35,013 | New |
| Advisory Services Network, LLC | 34,648 | $915.4K | 0.01% | +798+2.4% | Added |
| Change Path, LLC | 34,559 | $913.0K | 0.02% | +10,350+42.8% | Added |
| Rakuten Investment Management, Inc. | 6,812 | $902.1K | 0.00% | +6,812 | New |
| Brinker Capital Investments, LLC | 33,907 | $895.8K | 0.01% | +8,477+33.3% | Added |
| NorthRock Partners, LLC | 33,705 | $890.5K | 0.02% | +16,331+94.0% | Added |
| Diversified Trust Co | 33,649 | $889.0K | 0.02% | +22,321+197.0% | Added |
| Sunpointe, LLC | 33,183 | $876.7K | 0.32% | +33,183 | New |
| First National Trust Co | 33,138 | $875.5K | 0.03% | +4,938+17.5% | Added |
| Lakeshore Financial Planning, Inc. | 32,565 | $860.4K | 0.32% | −3,950−10.8% | Reduced |
| Independent Advisor Alliance | 32,133 | $849.0K | 0.02% | +3,152+10.9% | Added |
| Pensionmark Financial Group, LLC | 31,526 | $832.9K | 0.02% | +8,306+35.8% | Added |
| Archford Capital Strategies, LLC | 31,402 | $829.6K | 0.10% | +33+0.1% | Added |
| Atomi Financial Group, Inc. | 31,388 | $829.3K | 0.03% | +3,836+13.9% | Added |
| Catalyst Funds Management Pty Ltd | 31,145 | $822.9K | 0.12% | 00.0% | Unchanged |
| Umb Bank N A | 31,112 | $822.0K | 0.01% | −2,079−6.3% | Reduced |
| CIBC Asset Management Inc | 30,948 | $817.3K | 0.00% | +40+0.1% | Added |
| Kennedy Investment Group | 30,400 | $803.2K | 0.32% | −27,900−47.9% | Reduced |
| Everence Capital Management Inc | 30,382 | $803.0K | 0.05% | +3,822+14.4% | Added |
| VGI Partners Ltd | 30,007 | $792.8K | 0.06% | −4,506−13.1% | Reduced |
| J.W. Cole Advisors, Inc. | 29,782 | $786.8K | 0.02% | +6,496+27.9% | Added |
| Oxford Asset Management LLP | 29,679 | $784.1K | 0.26% | +29,679 | New |
| RPG Investment Advisory, LLC | 28,850 | $762.2K | 0.09% | −600−2.0% | Reduced |
| Ritholtz Wealth Management | 28,801 | $760.9K | 0.01% | +28,801 | New |
| Aptus Capital Advisors, LLC | 28,710 | $758.5K | 0.01% | −2,326−7.5% | Reduced |
| FNY Investment Advisers, LLC | 28,634 | $756.0K | 0.24% | +28,621+220,161.5% | Added |
| Brookstone Capital Management | 28,313 | $748.0K | 0.01% | −34,015−54.6% | Reduced |
| Mayflower Financial Advisors, LLC | 28,288 | $747.4K | 0.09% | −2,127−7.0% | Reduced |
| Volterra Technologies LP | 28,123 | $743.0K | 0.49% | +28,123 | New |
| Foundations Investment Advisors, LLC | 28,111 | $742.7K | 0.01% | +1,187+4.4% | Added |
| Clare Market Investments LLC | 28,035 | $740.7K | 0.15% | +28,035 | New |
| Callan Family Office, LLC | 28,002 | $739.8K | 0.02% | −1,887−6.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 27,685 | $731.4K | 0.04% | +7,085+34.4% | Added |
| Level Four Advisory Services, LLC | 27,276 | $720.6K | 0.02% | −5,774−17.5% | Reduced |
| Integrity Alliance, LLC. | 27,234 | $719.5K | 0.03% | −548−2.0% | Reduced |
| StoneX Group Inc. | 27,188 | $718.3K | 0.03% | +14,650+116.8% | Added |
| Numerai GP LLC | 26,478 | $699.5K | 0.10% | −5,134−16.2% | Reduced |
| We Are One Seven, LLC | 26,398 | $697.4K | 0.02% | +8,082+44.1% | Added |
| R Squared Ltd | 26,248 | $693.5K | 0.30% | −3,236−11.0% | Reduced |
| MetLife Investment Management | 26,239 | $693.2K | 0.00% | +1,891+7.8% | Added |
| Emergent Wealth Advisors, LLC | 26,238 | $693.2K | 0.40% | +18+0.1% | Added |
| Hexagon Capital Partners LLC | 26,186 | $691.8K | 0.14% | −2,121−7.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 26,000 | $686.9K | 0.03% | +26,000 | New |
| Wedmont Private Capital | 24,086 | $677.8K | 0.03% | +2,593+12.1% | Added |
| Tower Research Capital LLC (TRC) | 25,624 | $677.0K | 0.02% | −25,651−50.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,604 | $676.5K | 0.00% | +1,511+6.3% | Added |
| Magnetar Financial LLC | 25,566 | $675.5K | 0.00% | +25,566 | New |
| Equitable Holdings, Inc. | 25,459 | $672.6K | 0.00% | −5,631−18.1% | Reduced |
| SLT Holdings LLC | 25,237 | $666.8K | 0.44% | +3,056+13.8% | Added |
| Concorde Asset Management, LLC | 25,380 | $658.3K | 0.28% | +25,380 | New |
| Buckingham Strategic Partners | 22,901 | $653.6K | 0.01% | +4,225+22.6% | Added |
| Aldebaran Financial Inc. | 24,215 | $639.8K | 0.64% | −1,010−4.0% | Reduced |
| Aigen Investment Management, LP | 23,952 | $632.8K | 0.10% | −36,261−60.2% | Reduced |
| Steel Peak Wealth Management LLC | 23,729 | $626.9K | 0.02% | −2,749−10.4% | Reduced |
| Traynor Capital Management, Inc. | 23,630 | $624.3K | 0.04% | +5,744+32.1% | Added |
| Freestone Capital Holdings, LLC | 23,577 | $622.9K | 0.02% | −10,289−30.4% | Reduced |
| SeaCrest Wealth Management, LLC | 22,178 | $621.4K | 0.07% | +22,178 | New |
| Manchester Financial Inc | 23,406 | $618.4K | 0.12% | −1,000−4.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 23,209 | $613.2K | 0.00% | −2,589−10.0% | Reduced |
| Farther Finance Advisors, LLC | 23,169 | $612.1K | 0.01% | +12,398+115.1% | Added |
| Vident Advisory, LLC | 22,594 | $596.9K | 0.01% | +751+3.4% | Added |
| Joule Financial, LLC | 22,545 | $595.6K | 0.18% | −27,031−54.5% | Reduced |
| Emerald Mutual Fund Advisers Trust | 22,392 | $591.6K | 0.03% | +22,392 | New |
| Park Avenue Securities LLC | 22,241 | $588.0K | 0.00% | +3,249+17.1% | Added |
| Meeder Advisory Services, Inc. | 22,255 | $588.0K | 0.03% | +1,330+6.4% | Added |
| Beacon Pointe Advisors, LLC | 22,118 | $584.4K | 0.00% | −85,708−79.5% | Reduced |
| Vestcor Inc | 22,100 | $584.0K | 0.02% | +22,100 | New |
| Mainstay Capital Management LLC | 22,062 | $582.9K | 0.06% | −19,154−46.5% | Reduced |
| AE Wealth Management LLC | 21,790 | $575.7K | 0.00% | +3,170+17.0% | Added |
| Carnegie Lake Advisors LLC | 21,650 | $572.0K | 0.22% | −50−0.2% | Reduced |
| one8zero8, LLC | 21,550 | $569.4K | 0.12% | 00.0% | Unchanged |
| Comerica Bank | 21,481 | $567.5K | 0.00% | +10,319+92.4% | Added |
| Founders Financial Securities LLC | 21,469 | $567.2K | 0.04% | −1,103−4.9% | Reduced |
| Marshall Financial Group LLC | 21,380 | $564.9K | 0.11% | +856+4.2% | Added |
| Krilogy Financial LLC | 18,716 | $562.8K | 0.02% | +7,419+65.7% | Added |
| Calamos Wealth Management LLC | 21,300 | $562.7K | 0.02% | +21,300 | New |
| Caitong International Asset Management Co., Ltd | 21,075 | $556.8K | 0.39% | −74,670−78.0% | Reduced |
| Banco Santander, S.A. | 20,879 | $551.6K | 0.00% | +20,879 | New |
| Calton & Associates, Inc. | 20,201 | $533.7K | 0.08% | −1,949−8.8% | Reduced |
| Leonteq Securities AG | 20,170 | $532.9K | 0.03% | +2,670+15.3% | Added |
| Ardmore Road Asset Management LP | 20,000 | $528.4K | 0.03% | +20,000 | New |
| Prudential PLC | 19,838 | $524.1K | 0.00% | +19,838 | New |
| Robeco Institutional Asset Management B.V. | 19,630 | $518.6K | 0.00% | +19,630 | New |
| Probity Advisors, Inc. | 19,530 | $516.0K | 0.08% | −1,839−8.6% | Reduced |
| Fortis Advisors, LLC | 19,500 | $515.2K | 0.29% | −11,800−37.7% | Reduced |
| Motley Fool Asset Management LLC | 19,475 | $514.5K | 0.02% | +1,808+10.2% | Added |
| Eventide Asset Management, LLC | 18,668 | $514.3K | 0.01% | +3,035+19.4% | Added |
| Coordinated Financial Services, Inc. | 19,375 | $511.9K | 0.33% | −3,925−16.8% | Reduced |
| Prosperity Wealth Management, Inc. | 19,095 | $504.5K | 0.17% | +2,315+13.8% | Added |
| TD Waterhouse Canada Inc. | 19,554 | $503.7K | 0.00% | −3,457−15.0% | Reduced |
| Sequoia Financial Advisors, LLC | 19,062 | $503.6K | 0.00% | +7,885+70.5% | Added |
| UniSuper Management Pty Ltd | 19,000 | $502.0K | 0.00% | +19,000 | New |
| Thrive Wealth Management, LLC | 18,957 | $500.8K | 0.08% | +18,957 | New |
| Centaurus Financial, Inc. | 18,711 | $494.0K | 0.02% | +189+1.0% | Added |
| Bleakley Financial Group, LLC | 18,628 | $492.2K | 0.01% | +1,919+11.5% | Added |
| CoreCap Advisors, LLC | 18,562 | $490.4K | 0.02% | +5,356+40.6% | Added |
| Verus Capital Partners, LLC | 18,533 | $489.6K | 0.04% | +475+2.6% | Added |