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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.

Institutional holdersQ3 2025: 913 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ3 2025: $16.7B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q3 2025

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q2 2025.

Institutions holding SOFI in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Pointe Capital Management LLC18,490$488.5K0.24%00.0%Unchanged
Capital Advisors Inc18,457$487.6K0.01%+1,055+6.1%Added
Wealthspan Partners, LLC18,451$487.5K0.19%−3,355−15.4%Reduced
Counterpoint Mutual Funds LLC18,186$480.5K0.04%+18,186New
Ieq Capital, LLC18,003$475.6K0.00%+18,003New
KLCM Advisors, Inc.17,977$475.0K0.05%+5,777+47.4%Added
Vise Technologies, Inc.17,748$468.9K0.02%−21,283−54.5%Reduced
Global Financial Private Client, LLC17,516$462.8K0.16%+203+1.2%Added
Yeomans Consulting Group, Inc.17,854$459.9K0.16%+17,854New
Wellington Management Group LLP17,384$459.3K0.00%+17,384New
USAdvisors Wealth Management, LLC17,325$457.0K0.16%+1,125+6.9%Added
Sagespring Wealth Partners, LLC17,118$452.3K0.01%+6,752+65.1%Added
Adams Wealth Management17,333$450.2K0.10%00.0%Unchanged
CacheTech Inc.17,333$450.2K0.09%00.0%Unchanged
Bensler, LLC16,850$445.2K0.05%00.0%Unchanged
Gladstone Institutional Advisory LLC16,705$441.3K0.02%−7,347−30.5%Reduced
Avestar Capital, LLC16,697$441.1K0.03%+2,115+14.5%Added
Clay Northam Wealth Management, LLC16,665$440.3K0.25%00.0%Unchanged
Redhawk Wealth Advisors, Inc.16,634$439.5K0.05%+310+1.9%Added
Tucker Asset Management LLC16,581$438.1K0.13%−619−3.6%Reduced
Albion Financial Group16,415$433.7K0.03%00.0%Unchanged
Pallas Capital Advisors LLC16,403$433.4K0.02%+2,056+14.3%Added
Scotia Capital Inc.16,341$431.7K0.00%+16,341New
Newbridge Financial Services Group, Inc.16,324$431.3K0.06%−1,152−6.6%Reduced
Patriot Financial Group Insurance Agency, LLC16,323$431.3K0.06%−459−2.7%Reduced
Truefg, LLC16,300$430.6K0.12%00.0%Unchanged
Pacitti Group Inc.16,061$424.3K0.16%−9,110−36.2%Reduced
Left Brain Wealth Management, LLC16,000$422.7K0.13%+16,000New
Cary Street Partners Financial LLC15,883$419.6K0.01%−6,121−27.8%Reduced
Northwest Wealth Management, LLC15,834$418.3K0.07%+59+0.4%Added
Principal Securities, Inc.15,723$415.4K0.01%+1,681+12.0%Added
Fermata Advisors, LLC15,710$415.1K0.11%00.0%Unchanged
Stratos Wealth Advisors, LLC15,490$409.2K0.02%−4,800−23.7%Reduced
Siemens Fonds Invest GmbH15,416$407.3K0.02%+15,416New
Mayfair Advisory Group, LLC15,285$403.8K0.17%00.0%Unchanged
Prelude Capital Management, LLC15,216$402.0K0.03%+15,216New
Diversify Wealth Management, LLC13,040$399.4K0.02%−5,765−30.7%Reduced
W.G. Shaheen & Associates DBA Whitney & Co15,110$399.2K0.04%00.0%Unchanged
Advanced Portfolio Management, LLC15,000$396.3K1.03%+15,000New
Gotham Asset Management, LLC14,991$396.1K0.00%00.0%Unchanged
Headlands Technologies LLC14,967$395.4K0.03%−82,389−84.6%Reduced
Transcend Wealth Collective, LLC14,906$393.8K0.03%+4,574+44.3%Added
Fullcircle Wealth LLC13,400$393.6K0.14%00.0%Unchanged
Dynamic Advisor Solutions LLC14,885$393.3K0.01%−2,660−15.2%Reduced
West Michigan Advisors, LLC14,803$391.1K0.09%+14,803New
Mirae Asset Global Investments Co., Ltd.14,704$388.5K0.00%+11,168+315.8%Added
Private Trust Co NA14,676$387.7K0.03%+7,076+93.1%Added
Ausdal Financial Partners, Inc.14,629$386.5K0.02%−765−5.0%Reduced
Ballentine Partners, LLC14,454$381.9K0.01%+240+1.7%Added
Belvedere Trading LLC14,418$380.9K0.03%+14,418New
Financial Advisory Service, Inc.14,365$379.5K0.03%−455−3.1%Reduced
Great Valley Advisor Group, Inc.14,253$376.6K0.01%+3,912+37.8%Added
IFS Group,LLC14,528$374.2K0.33%+14,528New
Sig Brokerage, LP14,133$373.4K0.09%+335+2.4%Added
Key Client Fiduciary Advisors, LLC14,101$372.5K0.13%+419+3.1%Added
Sherman Porfolios, LLC14,101$372.5K0.13%+14,101New
Cooper Financial Group13,987$369.5K0.04%−168−1.2%Reduced
Matisse Capital13,890$367.0K0.17%−61,420−81.6%Reduced
Sowell Financial Services LLC13,881$366.7K0.01%−6,954−33.4%Reduced
Ring Mountain Capital, LLC13,850$366.0K0.20%−8,649−38.4%Reduced
Fox Run Management, L.L.C.13,843$365.7K0.06%−49,037−78.0%Reduced
Paradigm Financial Partners, LLC13,745$363.1K0.04%−958−6.5%Reduced
Plum Street Advisors, LLC13,577$358.7K0.14%+13,577New
Worth Financial Advisory Group, LLC13,525$357.3K0.20%−75−0.6%Reduced
Signaturefd, LLC13,502$356.7K0.01%−3,657−21.3%Reduced
Procyon Private Wealth Partners, LLC13,374$353.3K0.02%+110+0.8%Added
Keystone Financial Services13,015$343.9K0.11%+48+0.4%Added
Shay Capital LLC13,000$343.5K0.06%+13,000New
IHT Wealth Management, LLC12,954$342.2K0.01%+12,954New
Yousif Capital Management, LLC12,937$341.8K0.00%+1,323+11.4%Added
Brown Advisory Inc12,932$341.7K0.00%+50.0%Added
Axim Planning & Wealth12,929$341.6K0.27%−2,721−17.4%Reduced
Alpine Global Management, LLC12,911$341.1K0.07%+12,911New
SageView Advisory Group, LLC12,902$340.9K0.01%−474−3.5%Reduced
Phoenix Holdings Ltd.12,841$339.5K0.00%+12,841New
Envestnet Portfolio Solutions, Inc.12,798$338.1K0.00%−3,650−22.2%Reduced
M1 Capital Management LLC12,700$335.5K0.14%+1,400+12.4%Added
United Capital Financial Advisers, LLC12,681$335.0K0.00%+1,697+15.4%Added
Visionary Wealth Advisors12,637$333.9K0.02%+168+1.3%Added
NewEdge Wealth, LLC11,093$333.6K0.00%+11,093New
Garden State Investment Advisory Services LLC12,606$333.1K0.08%−1,869−12.9%Reduced
Future Financial Wealth Managment LLC12,500$330.3K0.21%−2,000−13.8%Reduced
Metis Global Partners, LLC12,446$328.8K0.01%+12,446New
Palacios Wealth Management, LLC12,429$328.4K0.22%+1,729+16.2%Added
Wealthcare Advisory Partners LLC12,388$327.3K0.01%−183−1.5%Reduced
Prostatis Group LLC12,261$323.9K0.08%00.0%Unchanged
Abn Amro Investment Solutions12,254$323.8K0.01%+12,254New
Avion Wealth10,220$322.0K0.07%+63+0.6%Added
Benjamin Edwards Inc12,163$321.3K0.00%−1,778−12.8%Reduced
SCS Capital Management LLC12,084$319.3K0.00%−4,517−27.2%Reduced
Rosenberg Matthew Hamilton12,026$317.7K0.07%00.0%Unchanged
Summit Wealth Group LLC3,825$317.7K0.04%+3,825New
Dynasty Wealth Management, LLC11,992$316.8K0.00%+11,992New
Prasad Wealth Partners, LLC11,872$313.7K0.09%00.0%Unchanged
Coldstream Capital Management Inc11,858$313.3K0.00%+11,858New
David J Yvars Group11,820$312.3K0.17%+11,820New
Keybank National Association11,693$308.9K0.00%+11,693New
White Wing Wealth Management11,820$304.5K0.19%+1,570+15.3%Added
Gilliland Jeter Wealth Management LLC11,500$303.8K0.09%00.0%Unchanged
Advisors Management Group Inc11,425$302.0K0.05%+84+0.7%Added