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 |
|---|---|---|---|---|---|
| KLCM Advisors, Inc. | 39,151 | $1.02M | 0.09% | +21,174+117.8% | Added |
| WCG Wealth Advisors LLC | 39,299 | $1.03M | 0.03% | +39,299 | New |
| Castleark Management LLC | 39,350 | $1.03M | 0.03% | +2,350+6.4% | Added |
| Level Four Advisory Services, LLC | 39,356 | $1.03M | 0.03% | +12,080+44.3% | Added |
| PFG Investments, LLC | 39,373 | $1.03M | 0.05% | +3,637+10.2% | Added |
| Advisory Services Network, LLC | 39,579 | $1.04M | 0.01% | +4,931+14.2% | Added |
| Teacher Retirement System of Texas | 39,621 | $1.04M | 0.00% | −105,151−72.6% | Reduced |
| North Dakota State Investment Board | 39,877 | $1.04M | 0.04% | +39,877 | New |
| Evergreen Capital Management LLC | 40,032 | $1.05M | 0.02% | +30,087+302.5% | Added |
| Thoroughbred Financial Services, LLC | 40,371 | $1.06M | 0.06% | +231+0.6% | Added |
| GM Advisory Group, Inc. | 40,426 | $1.06M | 0.04% | +40,426 | New |
| Lakeshore Financial Planning, Inc. | 41,465 | $1.09M | 0.39% | +8,900+27.3% | Added |
| CIBC World Markets Corp | 41,550 | $1.09M | 0.01% | +41,550 | New |
| Independent Advisor Alliance | 41,585 | $1.09M | 0.03% | +9,452+29.4% | Added |
| TD Waterhouse Canada Inc. | 42,326 | $1.11M | 0.01% | +22,772+116.5% | Added |
| Resources Investment Advisors, LLC. | 42,427 | $1.11M | 0.01% | −1,129−2.6% | Reduced |
| Custom Index Systems, LLC | 42,502 | $1.11M | 0.49% | −24,149−36.2% | Reduced |
| Pinnacle Associates Ltd | 42,855 | $1.12M | 0.01% | −1,031−2.3% | Reduced |
| Change Path, LLC | 43,020 | $1.13M | 0.03% | +8,461+24.5% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $1.14M | 0.04% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 45,300 | $1.19M | 0.12% | +3,388+8.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,432 | $1.21M | 0.01% | +4,345+10.6% | Added |
| River Street Advisors LLC | 46,064 | $1.21M | 0.45% | +2,591+6.0% | Added |
| Atria Investments LLC | 46,454 | $1.22M | 0.01% | +9,370+25.3% | Added |
| Canada Pension Plan Investment Board | 46,800 | $1.23M | 0.00% | −355,600−88.4% | Reduced |
| XTX Topco Ltd | 47,804 | $1.25M | 0.03% | +47,804 | New |
| Pathway Financial Advisers, LLC | 47,848 | $1.25M | 0.36% | +299+0.6% | Added |
| Schroder Investment Management Group | 47,982 | $1.26M | 0.00% | +2,914+6.5% | Added |
| Royal London Asset Management Ltd | 48,069 | $1.26M | 0.00% | +137+0.3% | Added |
| RHL Group, LLC | 49,062 | $1.28M | 1.03% | +49,062 | New |
| Sequoia Financial Advisors, LLC | 49,222 | $1.29M | 0.01% | +30,160+158.2% | Added |
| Owen LaRue, LLC | 49,340 | $1.29M | 0.49% | +13,250+36.7% | Added |
| AlphaStar Capital Management, LLC | 49,431 | $1.29M | 0.09% | +69+0.1% | Added |
| Diker Management LLC | 50,000 | $1.31M | 1.01% | −75,000−60.0% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 50,255 | $1.32M | 0.06% | +50,255 | New |
| Stansberry Asset Management, LLC | 50,691 | $1.33M | 0.13% | −2,715−5.1% | Reduced |
| Legacy Capital Group California, Inc. | 51,460 | $1.35M | 0.33% | +51,460 | New |
| Caption Management, LLC | 51,500 | $1.35M | 0.06% | −20,000−28.0% | Reduced |
| Keystone Financial Services, LLC | 51,601 | $1.35M | 0.92% | +269+0.5% | Added |
| Abn Amro Investment Solutions | 51,671 | $1.35M | 0.02% | +39,417+321.7% | Added |
| Rakuten Investment Management, Inc. | 50,726 | $1.36M | 0.00% | +43,914+644.7% | Added |
| Means Investment Co., Inc. | 52,108 | $1.36M | 0.11% | +700+1.4% | Added |
| Jaffetilchin Investment Partners, LLC | 53,187 | $1.39M | 0.08% | −12,411−18.9% | Reduced |
| CIBC Asset Management Inc | 53,443 | $1.40M | 0.00% | +22,495+72.7% | Added |
| San Luis Wealth Advisors LLC | 54,668 | $1.43M | 0.24% | −1,130−2.0% | Reduced |
| Neuberger Berman Group LLC | 54,693 | $1.43M | 0.00% | +4,833+9.7% | Added |
| Advanced Portfolio Management, LLC | 55,000 | $1.44M | 4.40% | +40,000+266.7% | Added |
| Howland Capital Management LLC | 55,147 | $1.44M | 0.05% | +1,800+3.4% | Added |
| Norris Financial Group, LLC | 55,366 | $1.45M | 0.49% | −40,718−42.4% | Reduced |
| Sigma Planning Corp | 56,807 | $1.46M | 0.04% | −5,843−9.3% | Reduced |
| Brookstone Capital Management | 55,964 | $1.47M | 0.02% | +27,651+97.7% | Added |
| Prudential Financial Inc | 55,236 | $1.47M | 0.00% | −32,540−37.1% | Reduced |
| Gulf International Bank (UK) Ltd | 56,483 | $1.48M | 0.05% | 00.0% | Unchanged |
| Omers Administration Corp | 56,791 | $1.49M | 0.01% | +7,791+15.9% | Added |
| VGI Partners Ltd | 56,917 | $1.49M | 0.09% | +26,910+89.7% | Added |
| Marathon Trading Investment Management LLC | 56,964 | $1.49M | 0.18% | −2,936−4.9% | Reduced |
| M&T Bank Corp | 57,340 | $1.50M | 0.00% | +10,383+22.1% | Added |
| Mackenzie Financial Corp | 57,073 | $1.51M | 0.00% | +1,602+2.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 58,116 | $1.52M | 0.04% | +58,116 | New |
| Global Retirement Partners, LLC | 58,648 | $1.54M | 0.03% | −13,032−18.2% | Reduced |
| Hudock, Inc. | 58,652 | $1.54M | 0.23% | +89+0.2% | Added |
| Baker Chad R | 58,545 | $1.55M | 0.28% | +58,545 | New |
| CIBC Private Wealth Group, LLC | 59,545 | $1.56M | 0.00% | −3,081−4.9% | Reduced |
| Harvest Fund Management Co., Ltd | 59,687 | $1.56M | 0.06% | −4,838−7.5% | Reduced |
| Nwam LLC | 60,709 | $1.57M | 0.09% | +2,279+3.9% | Added |
| Quantitative Investment Management, LLC | 60,367 | $1.58M | 0.15% | +60,367 | New |
| VestGen Advisors, LLC | 60,471 | $1.58M | 0.07% | +60,471 | New |
| Viewpoint Capital Management LLC | 60,817 | $1.59M | 0.69% | +60,817 | New |
| Maryland State Retirement & Pension System | 60,942 | $1.60M | 0.03% | +4,846+8.6% | Added |
| Clarus Wealth Advisors | 59,279 | $1.61M | 0.67% | +6,735+12.8% | Added |
| Merit Financial Group, LLC | 61,581 | $1.61M | 0.01% | −4,803−7.2% | Reduced |
| BluePath Capital Management, LLC | 61,895 | $1.62M | 1.09% | +904+1.5% | Added |
| Eurizon Capital SGR S.p.A. | 61,916 | $1.62M | 0.01% | +61,916 | New |
| Belpointe Asset Management LLC | 62,411 | $1.63M | 0.06% | −1,319−2.1% | Reduced |
| Equitable Holdings, Inc. | 62,685 | $1.64M | 0.01% | +37,226+146.2% | Added |
| Arkadios Wealth Advisors | 62,783 | $1.64M | 0.03% | +1,741+2.9% | Added |
| Bridgeway Capital Management, LLC | 63,300 | $1.66M | 0.03% | −400−0.6% | Reduced |
| Sterling Capital Management LLC | 63,364 | $1.66M | 0.03% | +2,701+4.5% | Added |
| TCG Advisory Services, LLC | 63,816 | $1.67M | 0.05% | −514−0.8% | Reduced |
| Soltis Investment Advisors LLC | 64,283 | $1.68M | 0.11% | −142−0.2% | Reduced |
| Captrust Financial Advisors | 64,669 | $1.69M | 0.00% | +9,044+16.3% | Added |
| Bank of Nova Scotia | 65,459 | $1.71M | 0.00% | −400,483−86.0% | Reduced |
| Solidarilty Wealth, LLC | 65,661 | $1.72M | 0.35% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 66,148 | $1.73M | 0.58% | +179+0.3% | Added |
| Fortis Group Advisors, LLC | 75,957 | $1.73M | 0.29% | −54,860−41.9% | Reduced |
| Manufacturers Life Insurance Company, The | 66,541 | $1.74M | 0.00% | +4,480+7.2% | Added |
| Strategic Advocates LLC | 65,592 | $1.74M | 0.45% | 00.0% | Unchanged |
| Blue Jean Financial LLC | 66,617 | $1.74M | 1.42% | +66,617 | New |
| Knights of Columbus Asset Advisors LLC | 67,303 | $1.76M | 0.10% | −1,215−1.8% | Reduced |
| Amalgamated Bank | 68,876 | $1.80M | 0.01% | +7,296+11.8% | Added |
| Kestra Private Wealth Services, LLC | 69,904 | $1.83M | 0.02% | +11,237+19.2% | Added |
| Xcel Wealth Management, LLC | 69,932 | $1.83M | 0.47% | −1,000−1.4% | Reduced |
| Harbour Investments, Inc. | 70,088 | $1.83M | 0.04% | +1,374+2.0% | Added |
| Truist Financial Corp | 70,561 | $1.85M | 0.00% | −9,971−12.4% | Reduced |
| Highview Capital Management LLC | 70,755 | $1.85M | 0.65% | −22,913−24.5% | Reduced |
| Pinnacle Wealth Management, LLC | 71,127 | $1.86M | 1.25% | +71,127 | New |
| Cypress Point Investment Management LP | 72,746 | $1.90M | 0.41% | +72,746 | New |
| CWM, LLC | 72,830 | $1.91M | 0.01% | −6,310−8.0% | Reduced |
| HBK Investments L P | 75,000 | $1.96M | 0.02% | +75,000 | New |
| Vontobel Holding Ltd. | 75,951 | $1.99M | 0.01% | +29,480+63.4% | Added |