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, Q4 2025
Institutional positions in SoFi Technologies, Inc. as of Dec 31, 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
- 1,005
- +108 vs. Q3 2025
- Shares held
- 700.2M
- +67.0M (+10.6%) vs. Q3 2025
- Total value
- $18.3B
- +$1.60B (+9.6%) vs. Q3 2025
- New holders
- 197
- 431 more added
- Sold out
- 89
- 238 more reduced
16 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 340 | $8.90K | 0.00% | +80+30.8% | Added |
| GHP Investment Advisors, Inc. | 342 | $8.95K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 356 | $9.32K | 0.00% | −1,489−80.7% | Reduced |
| Osbon Capital Management LLC | 358 | $9.37K | 0.01% | +358 | New |
| Truvestments Capital LLC | 368 | $9.63K | 0.00% | +368 | New |
| Phillip James Consulting Co. | 393 | $10.0K | 0.18% | +393 | New |
| Trust Co of Vermont | 397 | $10.4K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 400 | $10.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $10.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $10.5K | 0.00% | +100+33.3% | Added |
| Torren Management, LLC | 408 | $10.7K | 0.01% | +408 | New |
| Penserra Capital Management LLC | 450 | $11.0K | 0.00% | −68,691−99.3% | Reduced |
| Ameriflex Group, Inc. | 438 | $11.5K | 0.01% | −438−50.0% | Reduced |
| Silicon Valley Capital Partners | 450 | $11.8K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 452 | $11.8K | 0.00% | +447+8,940.0% | Added |
| Anchor Investment Management, LLC | 458 | $12.0K | 0.00% | +441+2,594.1% | Added |
| TSFG, LLC | 442 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 484 | $12.7K | 0.00% | +484 | New |
| CNB Bank | 500 | $13.1K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 500 | $13.1K | 0.00% | +500 | New |
| TFC Financial Management | 516 | $13.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 556 | $14.6K | 0.00% | +70+14.4% | Added |
| Chilton Capital Management LLC | 566 | $14.8K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 580 | $15.2K | 0.01% | +500+625.0% | Added |
| Cornerstone Planning Group LLC | 632 | $15.5K | 0.00% | +605+2,240.7% | Added |
| Sound Income Strategies, LLC | 600 | $15.7K | 0.00% | +400+200.0% | Added |
| NVWM, LLC | 600 | $15.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 600 | $15.7K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 600 | $15.7K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 600 | $15.7K | 0.01% | +600 | New |
| North Star Investment Management Corp. | 624 | $16.3K | 0.00% | +124+24.8% | Added |
| Estabrook Capital Management | 630 | $16.5K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 648 | $17.0K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 681 | $17.8K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 687 | $18.0K | 0.00% | +620+925.4% | Added |
| Fortitude Family Office, LLC | 691 | $18.1K | 0.00% | +25+3.8% | Added |
| Whittier Trust Co of Nevada Inc | 678 | $18.3K | 0.00% | +167+32.7% | Added |
| Godsey & Gibb Associates | 701 | $18.4K | 0.00% | +701 | New |
| JFS Wealth Advisors, LLC | 718 | $18.8K | 0.00% | +242+50.8% | Added |
| Scarborough Advisors, LLC | 729 | $19.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 750 | $19.6K | 0.00% | +650+650.0% | Added |
| Atlantic Private Wealth, LLC | 750 | $19.6K | 0.01% | +750 | New |
| Financial Perspectives, Inc | 775 | $20.3K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $20.9K | 0.00% | −1−0.1% | Reduced |
| Aviso Financial Inc. | 800 | $20.9K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 800 | $20.9K | 0.00% | +800 | New |
| Matrix Trust Co | 814 | $21.0K | 0.00% | +18+2.3% | Added |
| Covestor Ltd | 866 | $23.0K | 0.01% | −97−10.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 900 | $23.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 901 | $23.6K | 0.00% | +30+3.4% | Added |
| Center for Financial Planning, Inc. | 925 | $24.2K | 0.00% | +825+825.0% | Added |
| Salomon & Ludwin, LLC | 844 | $24.7K | 0.00% | −324−27.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 949 | $24.8K | 0.00% | +949 | New |
| Hallmark Capital Management Inc | 963 | $25.2K | 0.00% | +963 | New |
| Aspect Partners, LLC | 989 | $25.9K | 0.01% | +32+3.3% | Added |
| WPG Advisers, LLC | 993 | $26.0K | 0.02% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 999 | $26.2K | 0.01% | −201−16.8% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,000 | $26.2K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,000 | $26.2K | 0.01% | +739+283.1% | Added |
| Ronald Blue Trust, Inc. | 1,012 | $26.5K | 0.00% | +878+655.2% | Added |
| Bell Investment Advisors, Inc | 1,029 | $26.9K | 0.00% | +24+2.4% | Added |
| Ancora Advisors, LLC | 1,032 | $27.0K | 0.00% | +1,032 | New |
| MidFirst Bank | 13,889 | $27.1K | 0.00% | +13,889 | New |
| Reflection Asset Management | 1,052 | $27.5K | 0.02% | +1,052 | New |
| Abound Wealth Management | 1,060 | $27.8K | 0.01% | +200+23.3% | Added |
| Game Plan Financial Advisors, LLC | 1,070 | $28.0K | 0.01% | +70+7.0% | Added |
| Central Pacific Bank - Trust Division | 1,071 | $28.0K | 0.00% | +1,071 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,115 | $29.2K | 0.01% | +1,115 | New |
| SJS Investment Consulting Inc. | 1,173 | $30.7K | 0.00% | +54+4.8% | Added |
| Hazlett, Burt & Watson, Inc. | 1,176 | $31.0K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,195 | $31.3K | 0.01% | +1,153+2,745.2% | Added |
| Golden State Wealth Management, LLC | 1,200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,242 | $32.5K | 0.01% | +12+1.0% | Added |
| Creative Financial Designs Inc | 1,268 | $33.2K | 0.00% | +18+1.4% | Added |
| Aventura Private Wealth, LLC | 1,279 | $33.5K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1,286 | $33.7K | 0.01% | −15−1.2% | Reduced |
| Raiffeisen Bank International AG | 1,274 | $33.8K | 0.00% | +1,274 | New |
| American Capital Advisory, LLC | 1,297 | $34.0K | 0.01% | +1,064+456.7% | Added |
| Rothschild Investment LLC | 1,300 | $34.0K | 0.00% | +45+3.6% | Added |
| Bessemer Group Inc | 1,351 | $35.0K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1,360 | $35.6K | 0.02% | +19+1.4% | Added |
| SHP Wealth Management | 1,366 | $35.8K | 0.00% | +1,366 | New |
| Hurley Capital, LLC | 1,400 | $36.7K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,400 | $36.7K | 0.01% | +100+7.7% | Added |
| Massmutual Trust Co FSB | 1,447 | $37.9K | 0.00% | +116+8.7% | Added |
| DekaBank Deutsche Girozentrale | 5,166 | $38.0K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1,500 | $39.3K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,500 | $39.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,503 | $39.3K | 0.00% | +178+13.4% | Added |
| Bartlett & Co. Wealth Management LLC | 1,505 | $39.4K | 0.00% | +36+2.5% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $42.1K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,650 | $43.0K | 0.01% | +2+0.1% | Added |
| Cedar Wealth Management, LLC | 1,665 | $43.6K | 0.01% | +235+16.4% | Added |
| BIT Capital GmbH | 1,693 | $44.3K | 0.00% | −40,138−96.0% | Reduced |
| Tobam | 1,734 | $45.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $47.1K | 0.01% | +1,100+157.1% | Added |
| Whittier Trust Co | 1,750 | $47.2K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 1,842 | $48.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,819 | $48.0K | 0.00% | +662+57.2% | Added |
| Grove Bank & Trust | 1,847 | $48.4K | 0.01% | −157−7.8% | Reduced |