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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 72,414 | $1.99M | 0.31% | −1,651−2.2% | Reduced |
| Burney Co | 76,167 | $1.99M | 0.06% | −300−0.4% | Reduced |
| The PNC Financial Services Group, Inc. | 77,505 | $2.03M | 0.00% | +15,763+25.5% | Added |
| Midwest Professional Planners, LTD. | 78,102 | $2.04M | 0.48% | +1,995+2.6% | Added |
| Firsthand Capital Management, Inc. | 80,000 | $2.09M | 3.89% | 00.0% | Unchanged |
| Steinberganna Wealth Management | 80,450 | $2.11M | 0.99% | −2,510−3.0% | Reduced |
| US Bancorp | 82,002 | $2.15M | 0.00% | +21,912+36.5% | Added |
| Sepio Capital, LP | 82,529 | $2.16M | 0.12% | −19,121−18.8% | Reduced |
| Kovack Advisors, Inc. | 84,152 | $2.20M | 0.10% | −5,525−6.2% | Reduced |
| Williamson Legacy Group, LLC | 84,729 | $2.22M | 1.73% | +31,845+60.2% | Added |
| Headlands Technologies LLC | 84,738 | $2.22M | 0.19% | +69,771+466.2% | Added |
| Spire Wealth Management | 86,158 | $2.26M | 0.08% | +7,451+9.5% | Added |
| Laird Norton Trust Company, LLC | 86,586 | $2.27M | 0.05% | +22,091+34.3% | Added |
| Brinker Capital Investments, LLC | 86,863 | $2.27M | 0.02% | +52,956+156.2% | Added |
| Taylor Frigon Capital Management LLC | 86,936 | $2.28M | 1.15% | +86,936 | New |
| National Bank of Canada | 88,464 | $2.31M | 0.00% | +36,930+71.7% | Added |
| Twin Tree Management, LP | 88,688 | $2.32M | 0.24% | −1,248,386−93.4% | Reduced |
| Allstate Corp | 89,452 | $2.34M | 0.03% | +48,283+117.3% | Added |
| Sumitomo Life Insurance Co | 89,463 | $2.34M | 0.06% | +27,032+43.3% | Added |
| Prospera Financial Services Inc | 89,796 | $2.35M | 0.04% | −3,551−3.8% | Reduced |
| Elevatus Welath Management | 90,190 | $2.36M | 0.65% | −212,161−70.2% | Reduced |
| Miracle Mile Advisors, LLC | 90,830 | $2.38M | 0.03% | +1,041+1.2% | Added |
| Simplicity Wealth,LLC | 91,527 | $2.40M | 0.14% | −37,657−29.1% | Reduced |
| HighPoint Advisor Group LLC | 91,564 | $2.40M | 0.05% | +11,902+14.9% | Added |
| Credit Agricole S A | 91,649 | $2.40M | 0.01% | +19,206+26.5% | Added |
| Slow Capital, Inc. | 92,554 | $2.42M | 0.29% | 00.0% | Unchanged |
| Fagan Associates, Inc. | 93,084 | $2.44M | 0.32% | +23,155+33.1% | Added |
| BNC Wealth Management, LLC | 93,177 | $2.44M | 0.63% | +93,177 | New |
| Voya Investment Management LLC | 93,650 | $2.45M | 0.00% | −4,255−4.3% | Reduced |
| Main Management ETF Advisors, LLC | 94,743 | $2.48M | 0.09% | +968+1.0% | Added |
| IFP Advisors, Inc | 95,881 | $2.51M | 0.06% | −824−0.9% | Reduced |
| Perennial Investment Advisors, LLC | 98,054 | $2.57M | 0.20% | −13,428−12.0% | Reduced |
| Swedbank AB | 99,191 | $2.60M | 0.00% | +1,246+1.3% | Added |
| GatePass Capital, LLC | 100,122 | $2.62M | 1.35% | +77+0.1% | Added |
| Capstone Investment Advisors, LLC | 100,304 | $2.63M | 0.02% | +64,308+178.7% | Added |
| Vivid Wealth Management, LLC | 100,398 | $2.63M | 1.02% | +100,398 | New |
| Empowered Funds, LLC | 100,832 | $2.64M | 0.04% | +41,430+69.7% | Added |
| Daiwa Securities Group Inc. | 102,000 | $2.67M | 0.01% | +6,100+6.4% | Added |
| Investment Management Corp of Ontario | 102,279 | $2.68M | 0.04% | +50,467+97.4% | Added |
| JustInvest LLC | 102,830 | $2.69M | 0.03% | −1,913−1.8% | Reduced |
| Davy Global Fund Management Ltd | 104,287 | $2.73M | 0.19% | +14,129+15.7% | Added |
| Miller Financial Services LLC | 104,638 | $2.74M | 3.21% | −3,973−3.7% | Reduced |
| Axq Capital, LP | 105,670 | $2.77M | 0.62% | +51,013+93.3% | Added |
| Mutual Advisors, LLC | 106,430 | $2.79M | 0.06% | −3,878−3.5% | Reduced |
| Sava Infond d.o.o. | 107,550 | $2.82M | 0.38% | +22,500+26.5% | Added |
| Qsemble Capital Management, LP | 108,107 | $2.83M | 0.23% | +19,845+22.5% | Added |
| Mfg Wealth Management, Inc. | 108,977 | $2.85M | 2.22% | −799−0.7% | Reduced |
| Firethorn Wealth Partners, LLC | 109,026 | $2.85M | 1.07% | −4,385−3.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 109,483 | $2.87M | 0.39% | +401+0.4% | Added |
| Lido Advisors, LLC | 108,962 | $2.88M | 0.01% | +363+0.3% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 111,045 | $2.91M | 0.03% | +111,045 | New |
| Federated Hermes, Inc. | 112,895 | $2.96M | 0.00% | −61,456−35.2% | Reduced |
| Pathstone Holdings, LLC | 113,108 | $2.96M | 0.01% | −8,580−7.1% | Reduced |
| Baker Avenue Asset Management, LP | 115,291 | $3.02M | 0.07% | −184−0.2% | Reduced |
| Torrey Growth & Income Advisors | 116,027 | $3.04M | 1.06% | +4,430+4.0% | Added |
| Dark Forest Capital Management LP | 116,638 | $3.05M | 0.14% | +37,167+46.8% | Added |
| Polen Capital Management LLC | 117,450 | $3.07M | 0.01% | −25,768−18.0% | Reduced |
| Public Employees Retirement Association of Colorado | 118,220 | $3.10M | 0.01% | +16,117+15.8% | Added |
| Intellus Advisors LLC | 121,899 | $3.19M | 0.42% | −9,707−7.4% | Reduced |
| Alliance Wealth Advisors, LLC | 122,319 | $3.20M | 0.69% | +125+0.1% | Added |
| Kovitz Investment Group Partners, LLC | 123,145 | $3.22M | 0.07% | +75,543+158.7% | Added |
| Triumph Capital Management | 124,487 | $3.26M | 0.70% | −2,428−1.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 125,666 | $3.29M | 0.01% | +59,459+89.8% | Added |
| Allworth Financial LP | 127,644 | $3.34M | 0.01% | +9,719+8.2% | Added |
| Verition Fund Management LLC | 128,216 | $3.36M | 0.02% | −204,496−61.5% | Reduced |
| Tradition Wealth Management, LLC | 129,596 | $3.39M | 0.24% | +16,249+14.3% | Added |
| Acorn Financial Advisory Services Inc | 131,501 | $3.44M | 0.51% | −1,248−0.9% | Reduced |
| Jefferies Financial Group Inc. | 131,960 | $3.45M | 0.03% | −376,242−74.0% | Reduced |
| Gateway Investment Advisers LLC | 132,000 | $3.46M | 0.03% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 132,084 | $3.46M | 0.12% | +33,817+34.4% | Added |
| OP Asset Management Ltd | 132,296 | $3.46M | 0.04% | −78,091−37.1% | Reduced |
| Nordea Investment Management AB | 132,202 | $3.50M | 0.00% | +34,381+35.1% | Added |
| Pegasus Asset Management, Inc. | 133,659 | $3.50M | 1.08% | +3,284+2.5% | Added |
| Caisse des Depots Et Consignations | 133,675 | $3.50M | 0.08% | +45,459+51.5% | Added |
| Bosman Wealth Management, LLC | 136,245 | $3.57M | 2.93% | +136,245 | New |
| Candriam Luxembourg S.C.A. | 137,635 | $3.60M | 0.02% | +137,635 | New |
| Engineers Gate Manager LP | 141,093 | $3.69M | 0.04% | −6,788−4.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 141,131 | $3.69M | 0.00% | +5,029+3.7% | Added |
| Concurrent Investment Advisors, LLC | 142,936 | $3.74M | 0.04% | +5,324+3.9% | Added |
| Riggs Asset Managment Co. Inc. | 144,732 | $3.79M | 0.76% | +6,887+5.0% | Added |
| Mercer Global Advisors Inc | 146,490 | $3.83M | 0.01% | −32,652−18.2% | Reduced |
| Estate Counselors, LLC | 146,868 | $3.85M | 0.32% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 147,646 | $3.87M | 0.22% | +147,646 | New |
| Xponance, Inc. | 151,110 | $3.96M | 0.03% | +12,995+9.4% | Added |
| Illinois Municipal Retirement Fund | 152,295 | $3.99M | 0.05% | +149+0.1% | Added |
| Nissay Asset Management Corp | 153,583 | $4.02M | 0.02% | +13,194+9.4% | Added |
| Elo Mutual Pension Insurance Co | 154,509 | $4.05M | 0.06% | +77,032+99.4% | Added |
| Warm Springs Advisors Inc. | 160,000 | $4.19M | 3.24% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 160,600 | $4.20M | 0.01% | +160,600 | New |
| Nisa Investment Advisors, LLC | 161,611 | $4.23M | 0.01% | +14,786+10.1% | Added |
| Kessler Investment Group, LLC | 161,829 | $4.24M | 1.78% | +2,871+1.8% | Added |
| Wealthfront Advisers LLC | 166,634 | $4.36M | 0.01% | +18,672+12.6% | Added |
| Independent Financial Group, LLC | 166,866 | $4.37M | 0.10% | +803+0.5% | Added |
| QRG Capital Management, Inc. | 170,153 | $4.45M | 0.05% | −3,851−2.2% | Reduced |
| Old Second National Bank of Aurora | 170,741 | $4.47M | 0.89% | −589−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 174,365 | $4.56M | 0.03% | +42,905+32.6% | Added |
| Stifel Financial Corp | 175,188 | $4.59M | 0.00% | +46,500+36.1% | Added |
| Franklin Resources Inc | 178,358 | $4.67M | 0.00% | +76,759+75.6% | Added |
| RFG Advisory, LLC | 179,901 | $4.71M | 0.09% | +1,148+0.6% | Added |
| Covenant Asset Management, LLC | 179,902 | $4.71M | 0.91% | +98,202+120.2% | Added |