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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 13,895 | $363.8K | 0.01% | −145,799−91.3% | Reduced |
| Dynasty Wealth Management, LLC | 14,209 | $372.0K | 0.00% | +2,217+18.5% | Added |
| Avion Wealth | 10,237 | $372.0K | 0.08% | +17+0.2% | Added |
| DRW Securities, LLC | 14,211 | $372.0K | 0.03% | +3,012+26.9% | Added |
| Paradigm Financial Partners, LLC | 14,245 | $372.9K | 0.04% | +500+3.6% | Added |
| Ballentine Partners, LLC | 14,312 | $374.7K | 0.01% | −142−1.0% | Reduced |
| Financial Advisory Service, Inc. | 14,365 | $376.1K | 0.02% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 14,383 | $376.5K | 0.02% | +1,009+7.5% | Added |
| Redhawk Wealth Advisors, Inc. | 14,511 | $379.9K | 0.04% | −2,123−12.8% | Reduced |
| Scotia Capital Inc. | 14,550 | $380.9K | 0.00% | −1,791−11.0% | Reduced |
| Smith, Moore & Co. | 14,582 | $381.8K | 0.03% | +14,582 | New |
| Private Trust Co NA | 14,676 | $384.2K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 14,733 | $385.7K | 0.02% | +10,965+291.0% | Added |
| Hobbs Group Advisors, LLC | 14,775 | $386.8K | 0.12% | +14,775 | New |
| Cooper Financial Group | 14,847 | $388.7K | 0.04% | +860+6.1% | Added |
| Cary Street Partners Financial LLC | 14,883 | $389.6K | 0.01% | −1,000−6.3% | Reduced |
| Highland Capital Management, LLC | 14,949 | $391.4K | 0.02% | −56,802−79.2% | Reduced |
| Great Valley Advisor Group, Inc. | 14,971 | $391.9K | 0.01% | +718+5.0% | Added |
| Lighthouse Investment Partners, LLC | 14,985 | $392.3K | 0.01% | +14,985 | New |
| Capital Investment Advisors, LLC | 15,044 | $393.9K | 0.01% | +5,458+56.9% | Added |
| Pallas Capital Advisors LLC | 15,047 | $393.9K | 0.01% | −1,356−8.3% | Reduced |
| M1 Capital Management LLC | 15,050 | $394.0K | 0.16% | +2,350+18.5% | Added |
| IHT Wealth Management, LLC | 15,058 | $394.2K | 0.01% | +2,104+16.2% | Added |
| United Capital Management of KS, Inc. | 15,125 | $396.0K | 0.06% | +15,125 | New |
| Key Client Fiduciary Advisors, LLC | 15,168 | $397.1K | 0.14% | +1,067+7.6% | Added |
| Blue Line Capital, LLC | 15,212 | $398.3K | 0.47% | +15,212 | New |
| Yousif Capital Management, LLC | 15,710 | $400.4K | 0.00% | +2,773+21.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,310 | $400.8K | 0.03% | +200+1.3% | Added |
| Leonteq Securities AG | 15,648 | $409.7K | 0.02% | −4,522−22.4% | Reduced |
| Fermata Advisors, LLC | 15,710 | $411.3K | 0.10% | 00.0% | Unchanged |
| Avestar Capital, LLC | 15,791 | $413.4K | 0.03% | −906−5.4% | Reduced |
| Westco Advisory Services Inc | 15,819 | $414.1K | 0.25% | +15,819 | New |
| Northwest Wealth Management, LLC | 15,836 | $414.6K | 0.07% | +20.0% | Added |
| Sowell Financial Services LLC | 15,875 | $415.6K | 0.02% | +1,994+14.4% | Added |
| Verus Capital Partners, LLC | 15,958 | $417.8K | 0.03% | −2,575−13.9% | Reduced |
| Tucker Asset Management LLC | 15,977 | $418.3K | 0.12% | −604−3.6% | Reduced |
| Freestone Grove Partners LP | 15,988 | $418.6K | 0.00% | +15,988 | New |
| Pacitti Group Inc. | 16,045 | $420.1K | 0.15% | −16−0.1% | Reduced |
| National Asset Management, Inc. | 16,055 | $420.3K | 0.02% | +7,847+95.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 16,066 | $420.6K | 0.05% | −257−1.6% | Reduced |
| Truefg, LLC | 16,300 | $426.7K | 0.11% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 16,320 | $427.3K | 0.00% | +1,329+8.9% | Added |
| Newbridge Financial Services Group, Inc. | 16,375 | $428.7K | 0.07% | +51+0.3% | Added |
| Albion Financial Group | 16,415 | $429.7K | 0.03% | 00.0% | Unchanged |
| Volterra Technologies LP | 16,471 | $431.2K | 0.44% | −11,652−41.4% | Reduced |
| Gladstone Institutional Advisory LLC | 16,500 | $432.0K | 0.02% | −205−1.2% | Reduced |
| Stratos Wealth Advisors, LLC | 16,590 | $434.3K | 0.02% | +1,100+7.1% | Added |
| EntryPoint Capital, LLC | 16,757 | $438.7K | 0.17% | +8,918+113.8% | Added |
| Siemens Fonds Invest GmbH | 16,710 | $443.8K | 0.02% | +1,294+8.4% | Added |
| Principal Securities, Inc. | 17,028 | $445.8K | 0.01% | +1,305+8.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 17,103 | $447.8K | 0.00% | +2,399+16.3% | Added |
| Karras Company, Inc. | 17,111 | $448.0K | 0.44% | +17,111 | New |
| Decision Investments, Inc | 17,240 | $451.3K | 0.49% | +17,240 | New |
| Pinnacle Financial Partners, Inc. | 17,369 | $454.7K | 0.00% | +17,369 | New |
| Krilogy Financial LLC | 17,656 | $455.5K | 0.02% | −1,060−5.7% | Reduced |
| R Squared Ltd | 17,402 | $455.6K | 0.21% | −8,846−33.7% | Reduced |
| Bensler, LLC | 17,450 | $456.8K | 0.05% | +600+3.6% | Added |
| West Michigan Advisors, LLC | 17,466 | $457.3K | 0.10% | +2,663+18.0% | Added |
| Adams Wealth Management | 17,333 | $457.5K | 0.10% | 00.0% | Unchanged |
| CacheTech Inc. | 17,333 | $457.5K | 0.08% | 00.0% | Unchanged |
| Savant Capital, LLC | 17,495 | $458.0K | 0.00% | +7,108+68.4% | Added |
| Fortis Advisors, LLC | 17,500 | $458.1K | 0.25% | −2,000−10.3% | Reduced |
| Mayfair Advisory Group, LLC | 16,778 | $460.7K | 0.18% | +1,493+9.8% | Added |
| Coordinated Financial Services, Inc. | 17,600 | $460.8K | 0.26% | −1,775−9.2% | Reduced |
| Aldebaran Financial Inc. | 17,360 | $461.1K | 0.43% | −6,855−28.3% | Reduced |
| Diversify Wealth Management, LLC | 17,153 | $465.5K | 0.02% | +4,113+31.5% | Added |
| USAdvisors Wealth Management, LLC | 17,825 | $466.0K | 0.15% | +500+2.9% | Added |
| Shepherd Street Advisors LLC | 17,807 | $466.2K | 0.45% | +17,807 | New |
| Southern Financial Group, LLC | 17,840 | $467.1K | 0.13% | +17,840 | New |
| Probity Advisors, Inc. | 18,081 | $473.4K | 0.08% | −1,449−7.4% | Reduced |
| Modus Advisors, LLC | 18,353 | $480.5K | 0.13% | +7,045+62.3% | Added |
| Pointe Capital Management LLC | 18,490 | $484.1K | 0.24% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 18,583 | $486.5K | 0.09% | +9,600+106.9% | Added |
| iA Global Asset Management Inc. | 18,611 | $487.0K | 0.01% | −64,879−77.7% | Reduced |
| Ares Systematic Credit Ltd | 18,684 | $489.1K | 0.40% | +18,684 | New |
| Andra AP-fonden | 18,800 | $492.2K | 0.01% | +18,800 | New |
| Wealthspan Partners, LLC | 18,901 | $494.8K | 0.18% | +450+2.4% | Added |
| Park Avenue Securities LLC | 18,966 | $497.0K | 0.00% | −3,275−14.7% | Reduced |
| Alpine Global Management, LLC | 19,016 | $497.8K | 0.11% | +6,105+47.3% | Added |
| Sagespring Wealth Partners, LLC | 19,299 | $505.2K | 0.01% | +2,181+12.7% | Added |
| Thrive Wealth Management, LLC | 19,492 | $510.3K | 0.07% | +535+2.8% | Added |
| TCW Group Inc | 19,516 | $510.9K | 0.00% | +19,516 | New |
| Caxton Associates LLP | 19,530 | $511.3K | 0.01% | −117,281−85.7% | Reduced |
| Rathbone Brothers plc | 19,546 | $511.7K | 0.00% | +8,675+79.8% | Added |
| Ring Mountain Capital, LLC | 19,591 | $512.0K | 0.26% | +5,741+41.5% | Added |
| Dynamic Advisor Solutions LLC | 19,585 | $512.7K | 0.02% | +4,700+31.6% | Added |
| Prudential PLC | 19,838 | $519.4K | 0.00% | 00.0% | Unchanged |
| Prosperity Wealth Management, Inc. | 19,900 | $521.0K | 0.17% | +805+4.2% | Added |
| BankChampaign, National Association | 19,951 | $522.3K | 0.52% | +19,951 | New |
| Kingswood Wealth Advisors, LLC | 20,163 | $527.9K | 0.03% | +11,848+142.5% | Added |
| Calton & Associates, Inc. | 20,191 | $528.6K | 0.08% | −100.0% | Reduced |
| Marshall Financial Group LLC | 20,249 | $530.1K | 0.10% | −1,131−5.3% | Reduced |
| Motley Fool Asset Management LLC | 20,343 | $532.6K | 0.02% | +868+4.5% | Added |
| Nomura Holdings Inc | 20,393 | $533.9K | 0.00% | −844,902−97.6% | Reduced |
| Balyasny Asset Management LLC | 20,443 | $535.2K | 0.00% | +20,443 | New |
| J.W. Cole Advisors, Inc. | 22,030 | $535.6K | 0.01% | −7,752−26.0% | Reduced |
| Bleakley Financial Group, LLC | 20,651 | $540.6K | 0.01% | +2,023+10.9% | Added |
| Guardian Capital, LLC | 20,660 | $540.9K | 0.48% | +20,660 | New |
| Benjamin Edwards Inc | 20,975 | $549.1K | 0.01% | +8,812+72.4% | Added |
| CoreCap Advisors, LLC | 21,267 | $556.8K | 0.02% | +2,705+14.6% | Added |