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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
Whittier Trust Co of Nevada Inc511$12.9K0.00%+511New
Versant Capital Management, Inc486$12.8K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC476$12.6K0.00%00.0%Unchanged
TSFG, LLC442$12.0K0.00%00.0%Unchanged
Silicon Valley Capital Partners450$11.9K0.00%+450New
Aster Capital Management (DIFC) Ltd449$11.9K0.01%−3,163−87.6%Reduced
JPL Wealth Management, LLC416$11.0K0.00%+416New
Quarry LP401$10.6K0.00%−9,454−95.9%Reduced
Vision Financial Markets LLC400$10.6K0.01%+250+166.7%Added
Adirondack Trust Co400$10.6K0.00%00.0%Unchanged
Trust Co of Vermont397$10.5K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.342$9.04K0.00%+342New
Medallion Wealth Advisors, LLC339$8.96K0.00%00.0%Unchanged
Salem Investment Counselors Inc335$8.85K0.00%00.0%Unchanged
Red Tortoise LLC328$8.67K0.00%00.0%Unchanged
Main Street Group, LTD300$7.93K0.00%00.0%Unchanged
Central Trust Co300$7.93K0.00%+200+200.0%Added
Meeder Asset Management Inc298$7.87K0.00%−733−71.1%Reduced
Tradewinds Capital Management, LLC284$7.50K0.00%+265+1,394.7%Added
Retirement Wealth Solutions LLC281$7.42K0.00%+281New
Rialto Wealth Management, LLC278$7.34K0.00%−435−61.0%Reduced
Farmers & Merchants Trust Co of Chambersburg PA250$7.00K0.00%+250New
Cloud Capital Management, LLC272$7.00K0.00%+272New
Brown Brothers Harriman & Co263$6.95K0.00%00.0%Unchanged
Vermillion Wealth Management, Inc.261$6.90K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC260$6.87K0.00%+260New
Curio Wealth, LLC260$6.87K0.00%00.0%Unchanged
GoalVest Advisory LLC260$6.87K0.00%+260New
St. Johns Investment Management Company, LLC257$6.79K0.00%+250+3,571.4%Added
Sachetta, LLC253$6.68K0.00%00.0%Unchanged
Fourth Dimension Wealth, LLC250$6.61K0.00%00.0%Unchanged
Atlantic Trust, LLC243$6.42K0.00%00.0%Unchanged
MV Capital Management, Inc.240$6.34K0.00%00.0%Unchanged
American Capital Advisory, LLC233$6.16K0.00%+11+5.0%Added
Transamerica Financial Advisors, Inc.233$6.16K0.00%+233New
Capital Analysts, LLC240$6.00K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.225$5.95K0.00%+225New
J.Safra Asset Management Corp220$5.81K0.00%+220New
Activest Wealth Management219$5.79K0.00%00.0%Unchanged
Sound Income Strategies, LLC200$5.69K0.00%+200New
Crewe Advisors LLC200$5.28K0.00%−38−16.0%Reduced
Bernard Wealth Management Corp.200$5.28K0.00%00.0%Unchanged
Webster Bank, N. A.200$5.28K0.00%+200New
Armstrong Advisory Group, Inc200$5.28K0.00%+200New
Berbice Capital Management LLC200$5.28K0.00%+200New
Binnacle Investments Inc191$5.05K0.00%+21+12.4%Added
Highline Wealth Partners LLC190$5.02K0.00%00.0%Unchanged
Pittenger & Anderson Inc190$5.02K0.00%+190New
Cromwell Holdings LLC178$4.70K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.173$4.42K0.00%00.0%Unchanged
Optimum Investment Advisors150$3.96K0.00%00.0%Unchanged
Accent Capital Management, LLC146$3.86K0.00%+146New
Heartwood Wealth Advisors LLC141$3.73K0.00%+141New
Ronald Blue Trust, Inc.134$3.54K0.00%−20−13.0%Reduced
Sittner & Nelson, LLC133$3.51K0.00%00.0%Unchanged
Hughes Financial Services, LLC115$3.51K0.00%00.0%Unchanged
FSA Wealth Management LLC126$3.33K0.00%+125+12,500.0%Added
Anfield Capital Management, LLC125$3.30K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC125$3.30K0.00%+10+8.7%Added
Marquette Asset Management, LLC120$3.17K0.00%+120New
Bruce G. Allen Investments, LLC118$3.12K0.00%00.0%Unchanged
HM Payson & Co100$2.64K0.00%00.0%Unchanged
Asset Dedication, LLC100$2.64K0.00%00.0%Unchanged
Center for Financial Planning, Inc.100$2.64K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$2.64K0.00%00.0%Unchanged
Pin Oak Investment Advisors Inc100$2.64K0.00%00.0%Unchanged
Key Financial Inc100$2.58K0.00%00.0%Unchanged
Groupe la Francaise100$2.35K0.00%+100New
Bare Financial Services, Inc82$2.17K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC80$2.11K0.00%00.0%Unchanged
Private Wealth Management Group, LLC79$2.09K0.00%00.0%Unchanged
Hantz Financial Services, Inc.67$2.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners89$2.00K0.00%+17+23.6%Added
Cornerstone Planning Group LLC27$1.87K0.00%−544−95.3%Reduced
HFM Investment Advisors, LLC69$1.82K0.00%+24+53.3%Added
UMA Financial Services, Inc.59$1.56K0.00%+59New
Raffa Wealth Management, LLC55$1.45K0.00%+55New
Bay Harbor Wealth Management, LLC54$1.43K0.00%+23+74.2%Added
Grey Fox Wealth Advisors, LLC50$1.32K0.00%+50New
West Financial Advisors, LLC49$1.29K0.00%00.0%Unchanged
JNBA Financial Advisors46$1.22K0.00%+46New
Quaker Wealth Management, LLC42$1.11K0.00%00.0%Unchanged
TD Capital Management LLC41$1.08K0.00%00.0%Unchanged
Colonial Trust Co39$1.06K0.00%−185−82.6%Reduced
Sarver Vrooman Wealth Advisors40$1.06K0.00%00.0%Unchanged
Rise Advisors, LLC39$1.03K0.00%00.0%Unchanged
SWAN Capital LLC39$1.03K0.00%+39New
Roble, Belko & Company, Inc53$1.00K0.00%+7+15.2%Added
Centerpoint Advisors, LLC25$1.00K0.00%00.0%Unchanged
Concord Wealth Partners36$9510.00%00.0%Unchanged
Dogwood Wealth Management LLC35$9250.00%+35New
Financial Consulate, Inc34$8990.00%+34New
Pacer Advisors, Inc.29$7660.00%+29New
Brown Shipley& Co Ltd26$6870.00%00.0%Unchanged
Breakwater Investment Management24$6350.00%+24New
Stone House Investment Management, LLC23$6080.00%00.0%Unchanged
CVA Family Office, LLC23$6080.00%+23New
DecisionPoint Financial, LLC23$5930.00%00.0%Unchanged
Eukles Asset Management21$5550.00%00.0%Unchanged
Manchester Capital Management LLC21$5550.00%+21New