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 |
|---|---|---|---|---|---|
| True Vision MN LLC | 11,407 | $301.4K | 0.16% | +11,407 | New |
| Main Street Financial Solutions, LLC | 11,393 | $301.0K | 0.02% | +11,393 | New |
| Modus Advisors, LLC | 11,308 | $298.8K | 0.08% | +11,308 | New |
| Maia Wealth LLC | 9,776 | $298.6K | 0.05% | +9,776 | New |
| Rydar Equities, Inc. | 11,559 | $297.8K | 0.24% | +11,559 | New |
| DRW Securities, LLC | 11,199 | $296.0K | 0.02% | −12,837−53.4% | Reduced |
| Larson Financial Group LLC | 11,195 | $295.8K | 0.01% | +9,173+453.7% | Added |
| Prime Capital Investment Advisors, LLC | 11,193 | $295.7K | 0.00% | +11,193 | New |
| U.S. Capital Wealth Advisors, LLC | 11,190 | $295.6K | 0.01% | −1,364−10.9% | Reduced |
| PKS Advisory Services, LLC | 11,125 | $293.9K | 0.07% | +125+1.1% | Added |
| Cigna Investments Inc | 11,024 | $291.0K | 0.04% | +446+4.2% | Added |
| NTV Asset Management LLC | 11,000 | $290.6K | 0.03% | +11,000 | New |
| Gries Financial LLC | 10,928 | $288.7K | 0.05% | +10,928 | New |
| Horizon Wealth Management, LLC | 10,900 | $288.0K | 0.04% | 00.0% | Unchanged |
| Rathbone Brothers plc | 10,871 | $287.2K | 0.00% | +10,871 | New |
| Steele Capital Management, Inc. | 10,750 | $284.0K | 0.01% | +10,750 | New |
| Ashton Thomas Private Wealth, LLC | 10,736 | $283.6K | 0.01% | +10,736 | New |
| SRS Capital Advisors, Inc. | 10,670 | $281.9K | 0.00% | +2,763+34.9% | Added |
| B&L Asset Management LLC | 10,663 | $281.7K | 0.14% | +10,663 | New |
| Jacobi Capital Management LLC | 10,565 | $279.1K | 0.02% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 10,550 | $278.7K | 0.17% | +10,550 | New |
| Venture Visionary Partners LLC | 10,476 | $276.8K | 0.01% | +10,476 | New |
| Panoramic Investment Advisors, LLC | 10,450 | $276.1K | 0.16% | −200−1.9% | Reduced |
| Savant Capital, LLC | 10,387 | $274.4K | 0.00% | +10,387 | New |
| GTS Securities LLC | 10,227 | $270.2K | 0.01% | +10,227 | New |
| Insigneo Advisory Services, LLC | 10,127 | $267.6K | 0.02% | +10,127 | New |
| Meadowbrook Wealth Management, LLC | 10,075 | $266.2K | 0.28% | +10,075 | New |
| Rooted Wealth Advisors, Inc. | 10,483 | $264.6K | 0.08% | +10,483 | New |
| Oak Harbor Wealth Partners, LLC | 10,000 | $264.2K | 0.07% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,000 | $264.2K | 0.10% | +10,000 | New |
| Evergreen Capital Management LLC | 9,945 | $262.7K | 0.01% | +9,945 | New |
| Accuvest Global Advisors | 9,739 | $257.0K | 0.16% | −10,926−52.9% | Reduced |
| Apollon Wealth Management, LLC | 9,648 | $254.9K | 0.00% | +9,648 | New |
| Capital Investment Advisors, LLC | 9,586 | $253.3K | 0.00% | +9,586 | New |
| GAMMA Investing LLC | 9,564 | $252.7K | 0.01% | +1,006+11.8% | Added |
| Trinity Financial Advisors LLC | 9,413 | $248.7K | 0.07% | +9,413 | New |
| Cassaday & Co Wealth Management LLC | 9,400 | $248.3K | 0.01% | +9,400 | New |
| Fortis Capital Management LLC | 9,383 | $247.9K | 0.03% | +9,383 | New |
| Dash Acquisitions Inc. | 8,000 | $247.2K | 0.05% | +8,000 | New |
| Parallel Advisors, LLC | 9,352 | $247.1K | 0.00% | −4,877−34.3% | Reduced |
| Frank, Rimerman Advisors LLC | 9,335 | $246.6K | 0.02% | +9,335 | New |
| HBK Sorce Advisory LLC | 8,629 | $241.9K | 0.01% | +8,629 | New |
| Optiver Holding B.V. | 9,133 | $241.3K | 0.00% | +9,133 | New |
| Norden Group LLC | 9,011 | $238.1K | 0.02% | +9,011 | New |
| Zullo Investment Group, Inc. | 9,000 | $237.8K | 0.09% | +9,000 | New |
| Correct Capital Wealth Management | 8,983 | $237.3K | 0.04% | +8,983 | New |
| Focus Financial Network, Inc. | 8,906 | $235.3K | 0.01% | +8,906 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,892 | $234.9K | 0.03% | +8,892 | New |
| HB Wealth Management, LLC | 8,874 | $234.5K | 0.00% | +8,874 | New |
| Flagship Harbor Advisors, LLC | 8,851 | $233.8K | 0.01% | +8,851 | New |
| Allspring Global Investments Holdings, LLC | 8,897 | $229.2K | 0.00% | +8,897 | New |
| Red Door Wealth Management, LLC | 8,650 | $228.5K | 0.02% | +8,650 | New |
| Coastal Bridge Advisors, LLC | 8,633 | $228.1K | 0.02% | +8,633 | New |
| Patten Group, Inc. | 8,583 | $226.8K | 0.04% | +8,583 | New |
| South State Corp. | 8,561 | $226.2K | 0.01% | −30−0.3% | Reduced |
| Standard Life Aberdeen plc | 8,555 | $226.0K | 0.00% | +8,555 | New |
| CMT Capital Markets Trading GmbH | 8,560 | $226.0K | 0.09% | −40,698−82.6% | Reduced |
| Nautilus Advisors LLC | 8,515 | $225.0K | 0.15% | +8,515 | New |
| Old National Bancorp | 8,500 | $224.6K | 0.00% | +8,500 | New |
| Pitcairn Co | 8,475 | $223.9K | 0.02% | +8,475 | New |
| Redwood Wealth Management Group, LLC | 8,450 | $223.2K | 0.09% | +8,450 | New |
| Kingswood Wealth Advisors, LLC | 8,315 | $219.7K | 0.01% | +8,315 | New |
| Founders Financial Alliance, LLC | 8,276 | $218.7K | 0.04% | +8,276 | New |
| Diligent Investors, LLC | 8,270 | $218.5K | 0.06% | +8,270 | New |
| Kingsview Wealth Management, LLC | 8,262 | $218.3K | 0.00% | +8,262 | New |
| Midwest Trust Co | 8,249 | $217.9K | 0.00% | +8,249 | New |
| National Asset Management, Inc. | 8,208 | $216.9K | 0.01% | −8,423−50.6% | Reduced |
| Quadcap Wealth Management, LLC | 8,167 | $215.8K | 0.03% | +8,167 | New |
| Wetherby Asset Management Inc | 8,099 | $214.0K | 0.01% | +8,099 | New |
| Intrua Financial, LLC | 8,067 | $213.1K | 0.02% | +8,067 | New |
| Corsair Capital Management, L.P. | 8,000 | $211.4K | 0.04% | +8,000 | New |
| Smith, Salley & Associates | 8,000 | $211.4K | 0.01% | +8,000 | New |
| Lake Street Financial LLC | 7,978 | $210.8K | 0.03% | +7,978 | New |
| Interchange Capital Partners, LLC | 7,970 | $210.6K | 0.04% | +7,970 | New |
| EntryPoint Capital, LLC | 7,839 | $207.1K | 0.08% | +7,839 | New |
| Avaii Wealth Management, LLC | 7,816 | $206.5K | 0.08% | +7,816 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,742 | $204.5K | 0.02% | +7,742 | New |
| Nemes Rush Group LLC | 7,609 | $201.0K | 0.02% | +271+3.7% | Added |
| NBC Securities, Inc. | 7,427 | $196.2K | 0.02% | −250−3.3% | Reduced |
| AdvisorNet Financial, Inc | 7,206 | $190.4K | 0.01% | +41+0.6% | Added |
| Vermillion & White Wealth Management Group, LLC | 7,197 | $190.1K | 0.11% | +197+2.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7,185 | $189.8K | 0.00% | +7,185 | New |
| Ci Investments Inc. | 7,002 | $185.0K | 0.00% | +1,151+19.7% | Added |
| MAI Capital Management | 6,837 | $180.6K | 0.00% | +1,003+17.2% | Added |
| Wolff Wiese Magana LLC | 6,600 | $174.4K | 0.10% | 00.0% | Unchanged |
| Copia Wealth Management | 6,096 | $161.1K | 0.12% | +504+9.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $158.3K | 0.01% | +5,993 | New |
| Hollencrest Capital Management | 5,701 | $150.6K | 0.01% | +5,701 | New |
| Tidemark, LLC | 5,550 | $146.6K | 0.04% | +658+13.5% | Added |
| Ostrum Asset Management | 5,485 | $144.9K | 0.01% | +5,485 | New |
| Toth Financial Advisory Corp | 5,350 | $141.3K | 0.02% | +5,000+1,428.6% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $141.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5,325 | $140.7K | 0.00% | −3,811−41.7% | Reduced |
| SOA Wealth Advisors, LLC. | 5,134 | $135.6K | 0.02% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 4,999 | $132.5K | 0.05% | +4,563+1,046.6% | Added |
| EverSource Wealth Advisors, LLC | 4,585 | $121.1K | 0.00% | +1,149+33.4% | Added |
| Tortoise Investment Management, LLC | 4,520 | $119.4K | 0.01% | +43+1.0% | Added |
| Evolution Wealth Management Inc. | 4,240 | $112.0K | 0.11% | +4,240 | New |
| Bank of New Hampshire | 4,200 | $111.0K | 0.03% | 00.0% | Unchanged |
| Essential Partners LLC | 4,033 | $106.6K | 0.04% | +20+0.5% | Added |