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 |
|---|---|---|---|---|---|
| Calamos Wealth Management LLC | 21,339 | $558.7K | 0.02% | +39+0.2% | Added |
| Emergent Wealth Advisors, LLC | 21,369 | $559.4K | 0.31% | −4,869−18.6% | Reduced |
| one8zero8, LLC | 21,550 | $564.2K | 0.12% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 21,650 | $566.8K | 0.22% | 00.0% | Unchanged |
| Eventide Asset Management, LLC | 21,398 | $568.3K | 0.01% | +2,730+14.6% | Added |
| Founders Financial Securities LLC | 21,809 | $571.0K | 0.03% | +340+1.6% | Added |
| Joule Financial, LLC | 21,981 | $575.5K | 0.17% | −564−2.5% | Reduced |
| UniSuper Management Pty Ltd | 22,000 | $576.0K | 0.00% | +3,000+15.8% | Added |
| AE Wealth Management LLC | 22,017 | $576.4K | 0.00% | +227+1.0% | Added |
| Woodline Partners LP | 22,066 | $577.7K | 0.00% | +22,066 | New |
| Vestcor Inc | 22,100 | $579.0K | 0.02% | 00.0% | Unchanged |
| Emerald Mutual Fund Advisers Trust | 22,392 | $586.2K | 0.03% | 00.0% | Unchanged |
| Sig Brokerage, LP | 22,402 | $586.5K | 0.20% | +8,269+58.5% | Added |
| PDT Partners, LLC | 22,437 | $587.4K | 0.04% | −88,900−79.8% | Reduced |
| Jupiter Asset Management Ltd | 22,759 | $595.8K | 0.00% | +22,759 | New |
| RSM US Wealth Management LLC | 22,442 | $596.1K | 0.01% | −13,739−38.0% | Reduced |
| Capital Advisors Inc | 22,813 | $597.2K | 0.01% | +4,356+23.6% | Added |
| Integrated Wealth Concepts LLC | 23,359 | $611.5K | 0.01% | −48,821−67.6% | Reduced |
| Buckingham Strategic Partners | 23,366 | $611.7K | 0.01% | +465+2.0% | Added |
| Manchester Financial Inc | 23,371 | $611.9K | 0.11% | −35−0.1% | Reduced |
| Mainstay Capital Management LLC | 23,705 | $620.6K | 0.05% | +1,643+7.4% | Added |
| Citizens Financial Group Inc | 23,884 | $625.3K | 0.01% | −12,791−34.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 24,455 | $640.2K | 0.00% | +4,825+24.6% | Added |
| Traynor Capital Management, Inc. | 24,703 | $646.7K | 0.04% | +1,073+4.5% | Added |
| Meeder Advisory Services, Inc. | 25,607 | $670.4K | 0.03% | +3,352+15.1% | Added |
| Legend Capital Advisors LLC | 25,925 | $678.7K | 0.38% | +25,925 | New |
| Beacon Pointe Advisors, LLC | 25,957 | $679.6K | 0.00% | +3,839+17.4% | Added |
| Freestone Capital Holdings, LLC | 26,063 | $682.3K | 0.02% | +2,486+10.5% | Added |
| Hexagon Capital Partners LLC | 26,072 | $682.6K | 0.13% | −114−0.4% | Reduced |
| Index Technologies Group LLC | 26,120 | $683.8K | 0.71% | +26,120 | New |
| Integrity Alliance, LLC. | 26,141 | $684.4K | 0.03% | −1,093−4.0% | Reduced |
| Archford Capital Strategies, LLC | 26,402 | $691.2K | 0.08% | −5,000−15.9% | Reduced |
| We Are One Seven, LLC | 26,676 | $698.4K | 0.01% | +278+1.1% | Added |
| Weiss Asset Management LP | 26,820 | $702.1K | 0.01% | −406,034−93.8% | Reduced |
| Comerica Bank | 27,215 | $712.5K | 0.00% | +5,734+26.7% | Added |
| Pine Valley Investments Ltd Liability Co | 27,775 | $727.1K | 0.04% | +90+0.3% | Added |
| MetLife Investment Management | 27,863 | $729.5K | 0.00% | +1,624+6.2% | Added |
| Sherman Porfolios, LLC | 27,923 | $731.0K | 0.05% | +13,822+98.0% | Added |
| Kennedy Investment Group | 28,000 | $733.0K | 0.28% | −2,400−7.9% | Reduced |
| RPG Investment Advisory, LLC | 28,250 | $739.6K | 0.08% | −600−2.1% | Reduced |
| Floyd Financial Group LLC | 38,982 | $741.4K | 0.50% | +38,982 | New |
| Forum Financial Management, LP | 28,324 | $741.5K | 0.01% | −15,306−35.1% | Reduced |
| Florida Financial Advisors, LLC | 28,369 | $741.5K | 0.20% | +28,369 | New |
| Thrivent Financial for Lutherans | 28,341 | $742.0K | 0.00% | +28,341 | New |
| Wedmont Private Capital | 27,543 | $743.7K | 0.03% | +3,457+14.4% | Added |
| Mayflower Financial Advisors, LLC | 28,549 | $747.4K | 0.09% | +261+0.9% | Added |
| Avanza Fonder AB | 28,586 | $748.4K | 0.02% | +28,586 | New |
| Concorde Asset Management, LLC | 28,820 | $754.5K | 0.30% | +3,440+13.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 29,100 | $761.8K | 0.03% | +3,100+11.9% | Added |
| Coastal Investment Advisors, Inc. | 29,292 | $766.9K | 0.25% | +29,292 | New |
| Macquarie Group Ltd | 29,495 | $772.2K | 0.00% | −184,466−86.2% | Reduced |
| E. Ohman J:or Asset Management AB | 29,677 | $776.9K | 0.02% | +29,677 | New |
| 9823 Capital, L.P. | 30,022 | $786.0K | 0.54% | +30,022 | New |
| Steward Partners Investment Advisory, LLC | 30,905 | $809.1K | 0.00% | +5,301+20.7% | Added |
| Vident Advisory, LLC | 30,972 | $810.8K | 0.01% | +8,378+37.1% | Added |
| Twin Capital Management Inc | 31,043 | $812.7K | 0.10% | +31,043 | New |
| Victory Financial Group, LLC | 31,081 | $813.7K | 0.10% | −22,405−41.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 31,145 | $815.4K | 0.19% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 31,168 | $816.0K | 0.01% | +2,458+8.6% | Added |
| Eddie Patel Inc | 31,278 | $818.9K | 0.61% | +31,278 | New |
| Wiley Bros.-Aintree Capital, LLC | 31,320 | $820.0K | 0.00% | +8,111+34.9% | Added |
| Capital Advantage, Inc. | 31,931 | $836.0K | 0.11% | +31,931 | New |
| Principal Financial Group Inc | 31,967 | $836.9K | 0.00% | −197,544−86.1% | Reduced |
| Valeo Financial Advisors, LLC | 31,976 | $837.1K | 0.02% | −3,345−9.5% | Reduced |
| Monetta Financial Services Inc | 32,000 | $837.8K | 0.60% | +32,000 | New |
| Callan Family Office, LLC | 32,202 | $843.0K | 0.02% | +4,200+15.0% | Added |
| ZEGA Investments, LLC | 32,226 | $843.7K | 0.16% | +32,226 | New |
| SeaCrest Wealth Management, LLC | 31,255 | $843.9K | 0.09% | +9,077+40.9% | Added |
| SLT Holdings LLC | 32,287 | $845.3K | 0.56% | +7,050+27.9% | Added |
| Umb Bank N A | 32,449 | $849.5K | 0.01% | +1,337+4.3% | Added |
| Atomi Financial Group, Inc. | 32,480 | $850.3K | 0.03% | +1,092+3.5% | Added |
| Numerai GP LLC | 32,755 | $857.5K | 0.10% | +6,277+23.7% | Added |
| Diversified Trust Co | 33,743 | $883.4K | 0.02% | +94+0.3% | Added |
| Everence Capital Management Inc | 34,027 | $891.0K | 0.05% | +3,645+12.0% | Added |
| Longaeva Partners L.P. | 34,123 | $893.3K | 0.11% | +34,123 | New |
| MLP3, LLC | 34,130 | $893.5K | 0.98% | +34,130 | New |
| COFG Advisors, LLC | 34,614 | $906.2K | 0.22% | +34,614 | New |
| Clean Yield Group | 34,616 | $906.2K | 0.25% | +34,616 | New |
| Foundations Investment Advisors, LLC | 34,913 | $914.0K | 0.01% | +6,802+24.2% | Added |
| Hunting Hill Global Capital, LLC | 34,916 | $914.1K | 0.91% | +34,916 | New |
| Generation Capital Management LLC | 35,045 | $917.5K | 0.60% | +35,045 | New |
| Encompass More Asset Management | 35,157 | $920.4K | 0.17% | +35,157 | New |
| Centiva Capital, LP | 35,292 | $923.9K | 0.06% | +35,292 | New |
| Friedenthal Financial | 35,354 | $925.6K | 0.48% | +35,354 | New |
| McGuire Investment Group, LLC | 35,950 | $941.2K | 0.10% | 00.0% | Unchanged |
| First National Trust Co | 36,197 | $947.6K | 0.03% | +3,059+9.2% | Added |
| Farther Finance Advisors, LLC | 36,445 | $954.1K | 0.01% | +13,276+57.3% | Added |
| Vise Technologies, Inc. | 36,530 | $956.4K | 0.02% | +18,782+105.8% | Added |
| Pensionmark Financial Group, LLC | 36,813 | $963.8K | 0.02% | +5,287+16.8% | Added |
| Perigon Wealth Management, LLC | 37,140 | $972.3K | 0.02% | +368+1.0% | Added |
| Sun Financial Inc | 37,187 | $973.6K | 0.54% | +37,187 | New |
| Davenport & Co LLC | 37,414 | $979.5K | 0.01% | −693−1.8% | Reduced |
| NorthRock Partners, LLC | 37,498 | $981.7K | 0.02% | +3,793+11.3% | Added |
| Financial Partners Group, Inc | 43,549 | $993.3K | 0.11% | +4,904+12.7% | Added |
| Fortis Capital Advisors, LLC | 37,964 | $993.9K | 0.15% | +1,598+4.4% | Added |
| ASR Vermogensbeheer N.V. | 38,206 | $1.00M | 0.01% | +38,206 | New |
| Gsa Capital Partners LLP | 38,432 | $1.01M | 0.09% | −38,850−50.3% | Reduced |
| Ritholtz Wealth Management | 38,500 | $1.01M | 0.02% | +9,699+33.7% | Added |
| Moseley Investment Management Inc | 38,578 | $1.01M | 0.31% | −396−1.0% | Reduced |
| Quest Partners LLC | 38,920 | $1.02M | 0.06% | −919−2.3% | Reduced |