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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 1,892 | $49.5K | 0.01% | +454+31.6% | Added |
| TD Private Client Wealth LLC | 1,902 | $49.8K | 0.00% | +303+18.9% | Added |
| Glen Eagle Advisors, LLC | 1,938 | $50.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,990 | $52.1K | 0.00% | +339+20.5% | Added |
| Barrett & Company, Inc. | 2,000 | $52.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $52.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $52.4K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 2,044 | $53.5K | 0.00% | +771+60.6% | Added |
| Bogart Wealth, LLC | 2,069 | $54.2K | 0.00% | +994+92.5% | Added |
| Vision Retirement, LLC | 2,220 | $58.1K | 0.02% | +2,220 | New |
| RMG Wealth Management LLC | 4,400 | $60.4K | 0.01% | +4,400 | New |
| IAG Wealth Partners, LLC | 2,311 | $60.5K | 0.01% | −150−6.1% | Reduced |
| V-Square Quantitative Management LLC | 2,352 | $61.6K | 0.01% | +2,352 | New |
| N.E.W. Advisory Services LLC | 2,399 | $62.8K | 0.00% | +120+5.3% | Added |
| Hilltop National Bank | 2,432 | $63.7K | 0.02% | +456+23.1% | Added |
| Activest Wealth Management | 2,461 | $64.4K | 0.01% | +2,242+1,023.7% | Added |
| Archer Investment Corp | 2,500 | $65.5K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,614 | $68.4K | 0.03% | +2,614 | New |
| Elequin Capital LP | 2,689 | $70.4K | 0.01% | +2,689 | New |
| Cary Street Partner Investment Advisory LLC | 2,880 | $75.4K | 0.02% | +503+21.2% | Added |
| Clearstead Advisors, LLC | 2,881 | $75.4K | 0.00% | −800−21.7% | Reduced |
| CFG Wealth Management Services, Inc. | 2,901 | $75.9K | 0.07% | +2,901 | New |
| Caitlin John, LLC | 3,000 | $78.5K | 0.05% | 00.0% | Unchanged |
| LRI Investments, LLC | 3,048 | $79.8K | 0.01% | +284+10.3% | Added |
| First Horizon Corp | 3,116 | $81.6K | 0.00% | +405+14.9% | Added |
| Fifth Third Bancorp | 3,126 | $81.8K | 0.00% | +290+10.2% | Added |
| MCF Advisors LLC | 3,126 | $81.8K | 0.00% | +678+27.7% | Added |
| Banque Cantonale Vaudoise | 3,182 | $83.0K | 0.00% | +3,182 | New |
| Vermillion & White Wealth Management Group, LLC | 3,197 | $83.7K | 0.05% | −4,000−55.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,370 | $88.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,389 | $88.7K | 0.00% | −1,196−26.1% | Reduced |
| Westside Investment Management, Inc. | 3,300 | $89.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,441 | $90.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3,504 | $91.7K | 0.02% | +3,504 | New |
| Smartleaf Asset Management LLC | 3,602 | $95.7K | 0.00% | +783+27.8% | Added |
| Legacy Wealth Managment, LLC | 3,702 | $96.9K | 0.05% | 00.0% | Unchanged |
| WealthCollab, LLC | 4,000 | $104.7K | 0.04% | 00.0% | Unchanged |
| Essential Partners LLC | 4,033 | $105.6K | 0.03% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 4,046 | $105.9K | 0.00% | +114+2.9% | Added |
| Flagship Harbor Advisors, LLC | 4,099 | $107.3K | 0.01% | −4,752−53.7% | Reduced |
| Ostrum Asset Management | 4,120 | $107.9K | 0.01% | −1,365−24.9% | Reduced |
| Bank of New Hampshire | 4,200 | $110.0K | 0.02% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4,214 | $110.3K | 0.06% | +4,214 | New |
| Evolution Wealth Management Inc. | 4,240 | $111.0K | 0.09% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4,271 | $111.8K | 0.01% | +4,271 | New |
| LM Advisors LLC | 3,150 | $120.3K | 2.43% | −123,353−97.5% | Reduced |
| Orion Capital Management LLC | 4,600 | $120.4K | 0.04% | +1,200+35.3% | Added |
| Lodestone Wealth Management LLC | 4,842 | $126.8K | 0.05% | +4,842 | New |
| Tidemark, LLC | 4,934 | $129.2K | 0.04% | −616−11.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 5,018 | $132.1K | 0.04% | +19+0.4% | Added |
| Copia Wealth Management | 5,108 | $133.7K | 0.10% | −988−16.2% | Reduced |
| SOA Wealth Advisors, LLC. | 5,234 | $137.0K | 0.02% | +100+1.9% | Added |
| Geneos Wealth Management Inc. | 5,325 | $139.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,331 | $154.8K | 0.00% | +5,331 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $156.9K | 0.01% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 6,000 | $157.1K | 0.04% | +6,000 | New |
| Toth Financial Advisory Corp | 6,150 | $161.0K | 0.02% | +800+15.0% | Added |
| Ossiam | 6,311 | $165.2K | 0.00% | +3,056+93.9% | Added |
| Kemnay Advisory Services Inc. | 6,450 | $168.9K | 0.03% | +6,450 | New |
| Wolff Wiese Magana LLC | 6,600 | $172.8K | 0.09% | 00.0% | Unchanged |
| MAI Capital Management | 6,923 | $181.2K | 0.00% | +86+1.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 7,000 | $186.0K | 0.00% | +7,000 | New |
| AdvisorNet Financial, Inc | 7,213 | $188.8K | 0.01% | +7+0.1% | Added |
| NBC Securities, Inc. | 7,527 | $197.1K | 0.01% | +100+1.3% | Added |
| Nemes Rush Group LLC | 7,601 | $199.0K | 0.02% | −8−0.1% | Reduced |
| CogentBlue Wealth Advisors, LLC | 7,646 | $200.2K | 0.14% | +7,646 | New |
| Ieq Capital, LLC | 7,667 | $200.7K | 0.00% | −10,336−57.4% | Reduced |
| Quadrant Capital Group LLC | 7,670 | $200.8K | 0.01% | +6,831+814.2% | Added |
| Tulsa Wealth Advisors, INC | 7,680 | $201.1K | 0.07% | +7,680 | New |
| Chokshi & Queen Wealth Advisors, Inc | 7,700 | $201.6K | 0.11% | +7,700 | New |
| Global Financial Private Client, LLC | 7,716 | $202.0K | 0.07% | −9,800−55.9% | Reduced |
| GAM Holding AG | 7,743 | $202.7K | 0.01% | +7,743 | New |
| SIH Partners, LLLP | 7,762 | $203.2K | 0.01% | +7,762 | New |
| Avaii Wealth Management, LLC | 7,816 | $204.6K | 0.07% | 00.0% | Unchanged |
| Twinbeech Capital LP | 7,867 | $206.0K | 0.01% | −330,169−97.7% | Reduced |
| Nautilus Advisors LLC | 7,915 | $207.2K | 0.14% | −600−7.0% | Reduced |
| Bedell Frazier Investment Counseling, LLC | 7,936 | $207.8K | 0.04% | −94,300−92.2% | Reduced |
| Smith, Salley & Associates | 8,000 | $209.4K | 0.01% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 8,002 | $209.5K | 0.03% | +20.0% | Added |
| Fukoku Mutual Life Insurance Co | 8,006 | $209.6K | 0.01% | +8,006 | New |
| SCS Capital Management LLC | 8,008 | $209.6K | 0.00% | −4,076−33.7% | Reduced |
| Focused Alpha, LLC | 8,019 | $209.9K | 0.06% | +8,019 | New |
| Quadcap Wealth Management, LLC | 8,153 | $213.4K | 0.02% | −14−0.2% | Reduced |
| Compass Capital Corp | 10,000 | $213.8K | 0.08% | −24,770−71.2% | Reduced |
| Claris Financial LLC | 8,211 | $215.0K | 0.11% | +8,211 | New |
| Blueshift Asset Management, LLC | 8,216 | $215.1K | 0.06% | +8,216 | New |
| Redwood Wealth Management Group, LLC | 8,250 | $216.0K | 0.09% | −200−2.4% | Reduced |
| DLD Asset Management, LP | 8,251 | $216.0K | 0.02% | +8,251 | New |
| Old National Bancorp | 8,316 | $217.7K | 0.00% | −184−2.2% | Reduced |
| Oasis Advisors, LLC | 8,318 | $217.8K | 0.12% | +8,318 | New |
| Howe & Rusling Inc | 8,341 | $218.4K | 0.01% | +8,341 | New |
| Lake Street Financial LLC | 8,368 | $219.1K | 0.03% | +390+4.9% | Added |
| Sunpointe, LLC | 8,370 | $219.1K | 0.07% | −24,813−74.8% | Reduced |
| Venture Visionary Partners LLC | 8,392 | $219.7K | 0.01% | −2,084−19.9% | Reduced |
| Signature Equity Partners, LLC | 8,400 | $219.9K | 0.12% | +8,400 | New |
| South State Corp. | 8,475 | $221.9K | 0.01% | −86−1.0% | Reduced |
| Trellis Wealth Advisors LLC | 8,500 | $222.5K | 0.09% | +8,500 | New |
| AlphaGrep UK Ltd | 8,556 | $224.0K | 0.07% | +8,556 | New |
| XML Financial, LLC | 8,574 | $224.5K | 0.02% | +8,574 | New |
| Inceptionr LLC | 8,707 | $227.9K | 0.06% | +8,707 | New |