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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 8,728 | $228.5K | 0.00% | +173+2.0% | Added |
| Strive Financial Group ,LLC | 8,811 | $230.7K | 0.12% | +8,811 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,898 | $232.9K | 0.02% | +6+0.1% | Added |
| Integrity Wealth Solutions LLC | 8,926 | $233.7K | 0.09% | +8,926 | New |
| Palacios Wealth Management, LLC | 8,957 | $234.5K | 0.18% | −3,472−27.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,970 | $234.8K | 0.00% | +8,970 | New |
| Bramshill Investments, LLC | 9,000 | $235.6K | 0.01% | +9,000 | New |
| Bayesian Capital Management, LP | 9,000 | $235.6K | 0.54% | +9,000 | New |
| Rooted Wealth Advisors, Inc. | 11,615 | $241.0K | 0.07% | +1,132+10.8% | Added |
| Cassaday & Co Wealth Management LLC | 9,400 | $246.1K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 9,484 | $248.3K | 0.02% | +149+1.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,525 | $249.4K | 0.00% | +2,340+32.6% | Added |
| Mirabella Financial Services LLP | 9,534 | $249.6K | 0.02% | +9,534 | New |
| EP Wealth Advisors, LLC | 9,707 | $254.1K | 0.00% | +9,707 | New |
| Zullo Investment Group, Inc. | 9,714 | $254.3K | 0.09% | +714+7.9% | Added |
| Wellington Management Group LLP | 9,723 | $254.5K | 0.00% | −7,661−44.1% | Reduced |
| Tower Research Capital LLC (TRC) | 9,771 | $255.8K | 0.01% | −15,853−61.9% | Reduced |
| Keystone Financial Services | 9,945 | $260.4K | 0.08% | −3,070−23.6% | Reduced |
| HB Wealth Management, LLC | 9,999 | $261.8K | 0.00% | +1,125+12.7% | Added |
| Hourglass Capital, LLC | 10,000 | $261.8K | 0.06% | +10,000 | New |
| A&I Financial Services, LLC | 10,000 | $261.8K | 0.12% | +10,000 | New |
| Trueblood Wealth Management, LLC | 10,090 | $264.2K | 0.10% | +90+0.9% | Added |
| Diligent Investors, LLC | 10,120 | $264.9K | 0.07% | +1,850+22.4% | Added |
| Larson Financial Group LLC | 10,182 | $266.6K | 0.01% | −1,013−9.0% | Reduced |
| Maridea Wealth Management LLC | 10,207 | $267.2K | 0.04% | +10,207 | New |
| SRS Capital Advisors, Inc. | 10,271 | $268.9K | 0.01% | −399−3.7% | Reduced |
| Natixis Advisors, L.P. | 10,309 | $270.0K | 0.00% | +10,309 | New |
| Norden Group LLC | 10,353 | $271.0K | 0.03% | +1,342+14.9% | Added |
| Panoramic Investment Advisors, LLC | 10,450 | $273.6K | 0.15% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 10,464 | $273.9K | 0.04% | +10,464 | New |
| Main Street Financial Solutions, LLC | 10,493 | $274.7K | 0.02% | −900−7.9% | Reduced |
| Parisi Gray Wealth Management | 10,545 | $276.1K | 0.06% | +10,545 | New |
| Jacobi Capital Management LLC | 10,565 | $276.6K | 0.02% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10,730 | $280.9K | 0.02% | +10,730 | New |
| Steele Capital Management, Inc. | 10,750 | $281.4K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10,784 | $282.3K | 0.01% | +1,220+12.8% | Added |
| Horizon Wealth Management, LLC | 10,900 | $285.4K | 0.04% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 10,973 | $287.3K | 0.02% | −3,933−26.4% | Reduced |
| Kingsview Wealth Management, LLC | 10,982 | $287.5K | 0.00% | +2,720+32.9% | Added |
| Meitav Dash Investments Ltd | 11,000 | $288.0K | 0.00% | +11,000 | New |
| OpenArc Corporate Advisory, LLC | 11,002 | $288.0K | 0.00% | +11,002 | New |
| Millennium Capital Advisors, LLC | 11,050 | $289.3K | 0.17% | +500+4.7% | Added |
| International Assets Investment Management, LLC | 11,062 | $289.6K | 0.02% | +11,062 | New |
| Intrua Financial, LLC | 11,072 | $289.9K | 0.03% | +3,005+37.3% | Added |
| Insigneo Advisory Services, LLC | 11,144 | $291.8K | 0.02% | +1,017+10.0% | Added |
| Centaurus Financial, Inc. | 11,146 | $292.0K | 0.01% | −7,565−40.4% | Reduced |
| AlphaCore Capital LLC | 11,196 | $293.1K | 0.01% | +11,196 | New |
| Fortis Capital Management LLC | 11,262 | $294.8K | 0.04% | +1,879+20.0% | Added |
| Focus Financial Network, Inc. | 11,317 | $296.3K | 0.01% | +2,411+27.1% | Added |
| L2 Asset Management, LLC | 11,329 | $296.6K | 0.04% | +11,329 | New |
| Keybank National Association | 11,398 | $298.4K | 0.00% | −295−2.5% | Reduced |
| Rydar Equities, Inc. | 11,409 | $298.7K | 0.23% | −150−1.3% | Reduced |
| Cigna Investments Inc | 11,440 | $299.0K | 0.04% | +416+3.8% | Added |
| Axim Planning & Wealth | 11,500 | $301.1K | 0.32% | −1,429−11.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $301.1K | 0.09% | 00.0% | Unchanged |
| WBI Investments | 11,508 | $301.3K | 0.08% | +11,508 | New |
| Advisors Management Group Inc | 11,526 | $302.0K | 0.05% | +101+0.9% | Added |
| Stegent Equity Advisors, Inc. | 11,589 | $303.4K | 0.24% | +11,589 | New |
| SageView Advisory Group, LLC | 11,784 | $308.5K | 0.01% | −1,118−8.7% | Reduced |
| PKS Advisory Services, LLC | 11,800 | $308.9K | 0.07% | +675+6.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,580 | $310.6K | 0.01% | +11,580 | New |
| White Wing Wealth Management | 11,870 | $310.8K | 0.19% | +50+0.4% | Added |
| Prasad Wealth Partners, LLC | 11,872 | $310.8K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 11,940 | $312.6K | 0.00% | +11,940 | New |
| Signaturefd, LLC | 11,968 | $313.3K | 0.00% | −1,534−11.4% | Reduced |
| Apollon Wealth Management, LLC | 11,982 | $313.7K | 0.01% | +2,334+24.2% | Added |
| Pure Financial Advisors, Inc. | 12,013 | $314.5K | 0.00% | +12,013 | New |
| Rosenberg Matthew Hamilton | 12,026 | $314.8K | 0.07% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 12,031 | $315.0K | 0.00% | −39,900−76.8% | Reduced |
| Wealthcare Advisory Partners LLC | 12,050 | $315.5K | 0.01% | −338−2.7% | Reduced |
| True Vision MN LLC | 12,136 | $317.7K | 0.16% | +729+6.4% | Added |
| Future Financial Wealth Managment LLC | 12,500 | $318.6K | 0.21% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,206 | $319.6K | 0.08% | −400−3.2% | Reduced |
| Prostatis Group LLC | 12,261 | $321.0K | 0.08% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,264 | $321.1K | 0.01% | −182−1.5% | Reduced |
| Hilltop Holdings Inc. | 12,269 | $321.2K | 0.02% | +12,269 | New |
| Ashton Thomas Private Wealth, LLC | 12,270 | $321.2K | 0.01% | +1,534+14.3% | Added |
| B&L Asset Management LLC | 12,276 | $321.4K | 0.14% | +1,613+15.1% | Added |
| Polymer Capital Management (US) LLC | 12,320 | $322.5K | 0.04% | −36,247−74.6% | Reduced |
| NewEdge Wealth, LLC | 12,362 | $323.6K | 0.00% | +1,269+11.4% | Added |
| Steel Peak Wealth Management LLC | 12,381 | $324.1K | 0.01% | −11,348−47.8% | Reduced |
| Visionary Wealth Advisors | 12,562 | $328.9K | 0.01% | −75−0.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,036 | $330.5K | 0.00% | +3,139+35.3% | Added |
| Brown Advisory Inc | 12,706 | $332.6K | 0.00% | −226−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 12,711 | $332.8K | 0.00% | −87−0.7% | Reduced |
| Icapital Wealth LLC | 13,020 | $341.0K | 0.17% | +13,020 | New |
| Capital Markets Trading UK LLP | 13,142 | $344.0K | 0.42% | −59,146−81.8% | Reduced |
| Yeomans Consulting Group, Inc. | 13,175 | $344.9K | 0.10% | −4,679−26.2% | Reduced |
| Ausdal Financial Partners, Inc. | 13,189 | $345.3K | 0.02% | −1,440−9.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,190 | $345.3K | 0.01% | +2,000+17.9% | Added |
| Prime Capital Investment Advisors, LLC | 13,237 | $346.5K | 0.00% | +2,044+18.3% | Added |
| David J Yvars Group | 13,300 | $348.2K | 0.19% | +1,480+12.5% | Added |
| Parallel Advisors, LLC | 13,334 | $349.1K | 0.01% | +3,982+42.6% | Added |
| Coldstream Capital Management Inc | 13,482 | $353.0K | 0.00% | +1,624+13.7% | Added |
| United Capital Financial Advisers, LLC | 13,517 | $353.9K | 0.00% | +836+6.6% | Added |
| Plum Street Advisors, LLC | 13,577 | $355.4K | 0.13% | 00.0% | Unchanged |
| Perpetual Ltd | 13,607 | $356.2K | 0.01% | +13,607 | New |
| Nikulski Financial, Inc. | 13,681 | $358.2K | 0.09% | +13,681 | New |
| Worth Financial Advisory Group, LLC | 13,705 | $358.8K | 0.17% | +180+1.3% | Added |
| Petros Family Wealth, LLC | 13,757 | $360.2K | 0.24% | +13,757 | New |