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 |
|---|---|---|---|---|---|
| WealthCollab, LLC | 4,000 | $105.7K | 0.05% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3,932 | $103.9K | 0.00% | +678+20.8% | Added |
| AllSquare Wealth Management LLC | 3,800 | $100.4K | 0.05% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3,768 | $99.6K | 0.01% | +3,768 | New |
| Legacy Wealth Managment, LLC | 3,702 | $97.8K | 0.04% | +378+11.4% | Added |
| Clearstead Advisors, LLC | 3,681 | $97.3K | 0.00% | +22+0.6% | Added |
| Atlantic Union Bankshares Corp | 3,441 | $90.9K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 3,400 | $89.8K | 0.03% | +3,400 | New |
| Edmond de Rothschild Holding S.A. | 3,370 | $89.0K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 3,326 | $87.9K | 0.03% | +3,326 | New |
| Ossiam | 3,255 | $86.0K | 0.00% | +3,255 | New |
| Westside Investment Management, Inc. | 3,300 | $85.5K | 0.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 3,200 | $84.5K | 0.11% | +3,200 | New |
| Wealthspire Advisors, LLC | 3,105 | $82.0K | 0.00% | +3,105 | New |
| Caitlin John, LLC | 3,000 | $79.3K | 0.06% | +3,000 | New |
| Smartleaf Asset Management LLC | 2,819 | $77.7K | 0.00% | +1,000+55.0% | Added |
| Fifth Third Bancorp | 2,836 | $74.9K | 0.00% | +2,500+744.0% | Added |
| LRI Investments, LLC | 2,764 | $73.0K | 0.01% | +2,764 | New |
| First Horizon Corp | 2,711 | $71.6K | 0.00% | +2,711 | New |
| Archer Investment Corp | 2,500 | $66.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,461 | $65.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,448 | $64.7K | 0.00% | −624−20.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,377 | $62.8K | 0.03% | +1,778+296.8% | Added |
| N.E.W. Advisory Services LLC | 2,279 | $60.2K | 0.01% | −2,574−53.0% | Reduced |
| Grove Bank & Trust | 2,004 | $52.9K | 0.01% | +1,207+151.4% | Added |
| Barrett & Company, Inc. | 2,000 | $52.8K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $52.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $52.8K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 1,976 | $52.2K | 0.01% | +1,776+888.0% | Added |
| Glen Eagle Advisors, LLC | 1,938 | $51.2K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $49.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,845 | $48.7K | 0.00% | −330−15.2% | Reduced |
| Tobam | 1,734 | $46.0K | 0.02% | +1,734 | New |
| University of Texas/Texas Am Investment Managment Co | 1,700 | $44.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 1,750 | $44.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,648 | $44.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,651 | $43.6K | 0.00% | −3,294−66.6% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,500 | $43.5K | 0.03% | +1,200+400.0% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $42.5K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,599 | $42.2K | 0.00% | −963−37.6% | Reduced |
| Mizuho Markets Cayman LP | 1,522 | $40.2K | 0.00% | −2,498,478−99.9% | Reduced |
| BFSG, LLC | 1,500 | $39.6K | 0.00% | +1,000+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 1,469 | $38.8K | 0.00% | +469+46.9% | Added |
| ORG Partners LLC | 1,438 | $38.0K | 0.01% | +1,003+230.6% | Added |
| Cedar Wealth Management, LLC | 1,430 | $37.8K | 0.01% | +1,430 | New |
| Hemington Wealth Management | 1,430 | $37.0K | 0.00% | +105+7.9% | Added |
| Hurley Capital, LLC | 1,400 | $37.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,351 | $36.0K | 0.00% | +1,351 | New |
| Signature Resources Capital Management, LLC | 1,341 | $35.4K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,331 | $35.2K | 0.00% | +49+3.8% | Added |
| Parkside Financial Bank & Trust | 1,325 | $35.0K | 0.00% | +8+0.6% | Added |
| True Wealth Design, LLC | 1,301 | $34.4K | 0.01% | +32+2.5% | Added |
| Blume Capital Management, Inc. | 1,300 | $34.3K | 0.01% | +450+52.9% | Added |
| Aventura Private Wealth, LLC | 1,279 | $33.8K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 1,273 | $33.6K | 0.00% | +427+50.5% | Added |
| Rothschild Investment LLC | 1,255 | $33.2K | 0.00% | +20+1.6% | Added |
| Creative Financial Designs Inc | 1,250 | $33.0K | 0.00% | +1,250 | New |
| Strategic Investment Solutions, Inc. | 1,230 | $32.5K | 0.01% | +1,075+693.5% | Added |
| HighMark Wealth Management LLC | 1,200 | $31.7K | 0.01% | +39+3.4% | Added |
| Golden State Wealth Management, LLC | 1,200 | $31.7K | 0.00% | +200+20.0% | Added |
| Hazlett, Burt & Watson, Inc. | 1,176 | $31.0K | 0.01% | −1,124−48.9% | Reduced |
| CX Institutional | 1,157 | $31.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,148 | $30.3K | 0.00% | −4,809−80.7% | Reduced |
| SJS Investment Consulting Inc. | 1,119 | $29.6K | 0.00% | +1,000+840.3% | Added |
| Salomon & Ludwin, LLC | 1,168 | $29.5K | 0.00% | +1,168 | New |
| Bogart Wealth, LLC | 1,075 | $28.4K | 0.00% | −3,977−78.7% | Reduced |
| Bell Investment Advisors, Inc | 1,005 | $26.6K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,000 | $26.4K | 0.01% | −4,200−80.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,000 | $26.4K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 993 | $26.2K | 0.02% | +100+11.2% | Added |
| Aspect Partners, LLC | 957 | $25.3K | 0.01% | −246−20.4% | Reduced |
| Covestor Ltd | 963 | $25.0K | 0.01% | −9,023−90.4% | Reduced |
| Willis Johnson & Associates, Inc. | 935 | $24.7K | 0.00% | +935 | New |
| Smallwood Wealth Investment Management, LLC | 900 | $23.8K | 0.01% | −45−4.8% | Reduced |
| Ameriflex Group, Inc. | 876 | $23.1K | 0.01% | +876 | New |
| Quent Capital, LLC | 871 | $23.0K | 0.00% | +871 | New |
| Abound Wealth Management | 860 | $22.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 839 | $22.2K | 0.00% | +839 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 801 | $21.2K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 800 | $21.1K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 796 | $21.0K | 0.00% | −190−19.3% | Reduced |
| Financial Perspectives, Inc | 775 | $20.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 750 | $19.8K | 0.00% | −9,000−92.3% | Reduced |
| Scarborough Advisors, LLC | 729 | $19.3K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 700 | $18.5K | 0.00% | +700 | New |
| MRP Capital Investments, LLC | 1,000 | $18.2K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 681 | $18.0K | 0.00% | +681 | New |
| Fortitude Family Office, LLC | 666 | $17.6K | 0.00% | −78−10.5% | Reduced |
| First Command Advisory Services, Inc. | 648 | $17.1K | 0.00% | +648 | New |
| Estabrook Capital Management | 630 | $16.6K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 600 | $15.9K | 0.01% | −81−11.9% | Reduced |
| NVWM, LLC | 600 | $15.9K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 600 | $15.9K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 566 | $15.0K | 0.00% | +566 | New |
| Compagnie Lombard Odier SCmA | 534 | $14.1K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 516 | $13.6K | 0.00% | +98+23.4% | Added |
| GPS Wealth Strategies Group, LLC | 507 | $13.4K | 0.00% | −400−44.1% | Reduced |
| CNB Bank | 500 | $13.2K | 0.01% | −2,000−80.0% | Reduced |
| Farmers & Merchants Investments Inc | 500 | $13.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $13.2K | 0.00% | 00.0% | Unchanged |