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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 182,608 | $4.78M | 0.01% | +36,874+25.3% | Added |
| Van Eck Associates Corp | 187,099 | $4.90M | 0.00% | +25,160+15.5% | Added |
| Sullivan Wood Capital Management LLC | 190,945 | $5.00M | 7.54% | +38,750+25.5% | Added |
| Utah Retirement Systems | 191,361 | $5.01M | 0.05% | +4,516+2.4% | Added |
| Toronto Dominion Bank | 194,650 | $5.10M | 0.01% | +19,206+10.9% | Added |
| Cookson Peirce & Co Inc | 198,076 | $5.19M | 0.21% | −18,251−8.4% | Reduced |
| Consolidated Investment Group LLC | 201,085 | $5.26M | 0.63% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 202,333 | $5.30M | 0.03% | −127,304−38.6% | Reduced |
| CMG Global Holdings, LLC | 255,663 | $5.31M | 2.35% | +27,077+11.8% | Added |
| Kestra Advisory Services, LLC | 204,629 | $5.36M | 0.02% | +5,308+2.7% | Added |
| Kercheville Advisors, LLC | 209,965 | $5.48M | 1.44% | −52,825−20.1% | Reduced |
| Fiduciary Alliance LLC | 209,973 | $5.50M | 0.36% | +10,720+5.4% | Added |
| ExodusPoint Capital Management, LP | 210,296 | $5.51M | 0.06% | +210,296 | New |
| British Columbia Investment Management Corp | 211,878 | $5.55M | 0.03% | +53,013+33.4% | Added |
| Carroll Investors, Inc | 212,306 | $5.56M | 2.66% | −43,802−17.1% | Reduced |
| D.A. Davidson & Co. | 219,166 | $5.74M | 0.04% | +59,623+37.4% | Added |
| TD Asset Management Inc | 219,314 | $5.74M | 0.00% | +31,624+16.8% | Added |
| Creative Planning | 221,750 | $5.81M | 0.00% | +18,810+9.3% | Added |
| Stratos Wealth Partners, LTD. | 221,981 | $5.81M | 0.07% | +33,290+17.6% | Added |
| IFM Investors Pty Ltd | 222,039 | $5.81M | 0.05% | +12,249+5.8% | Added |
| Envestnet Asset Management Inc | 224,586 | $5.88M | 0.00% | +36,233+19.2% | Added |
| CAPROCK Group, Inc. | 227,269 | $5.95M | 0.13% | −1,142−0.5% | Reduced |
| Quadrature Capital Ltd | 228,892 | $5.99M | 0.06% | −1,825,928−88.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 233,709 | $6.14M | 0.01% | +233,709 | New |
| Cambridge Investment Research Advisors, Inc. | 237,001 | $6.21M | 0.02% | +563+0.2% | Added |
| Edgestream Partners, L.P. | 238,755 | $6.25M | 0.18% | −12,686−5.0% | Reduced |
| Well Done, LLC | 252,794 | $6.62M | 0.99% | −601−0.2% | Reduced |
| Forsta Ap-Fonden | 254,100 | $6.65M | 0.04% | +16,600+7.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 247,661 | $6.68M | 0.01% | −26,533−9.7% | Reduced |
| Oppenheimer & Co Inc | 256,296 | $6.71M | 0.10% | +85,732+50.3% | Added |
| Janney Montgomery Scott LLC | 256,652 | $6.72M | 0.02% | +47,380+22.6% | Added |
| Westbourne Investment Advisors, Inc. | 257,697 | $6.75M | 1.86% | +3,533+1.4% | Added |
| Baird Financial Group, Inc. | 258,046 | $6.76M | 0.01% | −16,529−6.0% | Reduced |
| Parkside Investments, LLC | 259,365 | $6.79M | 0.86% | −40,175−13.4% | Reduced |
| Walleye Capital LLC | 263,750 | $6.90M | 0.04% | +105,033+66.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 264,242 | $6.92M | 0.03% | +26,802+11.3% | Added |
| Ensign Peak Advisors, Inc | 264,791 | $6.93M | 0.01% | −8,952−3.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 268,000 | $7.02M | 0.06% | +2,100+0.8% | Added |
| Colony Group, LLC | 268,565 | $7.03M | 0.01% | −31,304−10.4% | Reduced |
| Intech Investment Management LLC | 278,301 | $7.29M | 0.07% | −43,116−13.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 279,535 | $7.32M | 0.03% | −40,592−12.7% | Reduced |
| Sanctuary Advisors, LLC | 285,611 | $7.48M | 0.04% | +16,788+6.2% | Added |
| Tudor Investment Corp Et Al | 288,091 | $7.54M | 0.04% | −1,420,469−83.1% | Reduced |
| Janus Henderson Group PLC | 289,200 | $7.57M | 0.00% | −113,212−28.1% | Reduced |
| Quantbot Technologies LP | 291,202 | $7.62M | 0.25% | −808,922−73.5% | Reduced |
| Hood River Capital Management LLC | 291,690 | $7.64M | 0.08% | −98,263−25.2% | Reduced |
| Private Advisor Group, LLC | 292,975 | $7.67M | 0.04% | +14,988+5.4% | Added |
| Summit Trail Advisors, LLC | 300,418 | $7.86M | 0.14% | +9,550+3.3% | Added |
| Trexquant Investment LP | 304,754 | $7.98M | 0.07% | −341,896−52.9% | Reduced |
| HighTower Advisors, LLC | 306,795 | $8.03M | 0.01% | +173,492+130.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 311,986 | $8.17M | 0.07% | +72,696+30.4% | Added |
| Zacks Investment Management | 322,185 | $8.43M | 0.07% | −18,709−5.5% | Reduced |
| GWM Advisors LLC | 322,816 | $8.45M | 0.03% | −5,224−1.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 324,683 | $8.50M | 1.20% | −21,273−6.1% | Reduced |
| Arizona State Retirement System | 328,841 | $8.61M | 0.05% | +1,112+0.3% | Added |
| American Century Companies Inc | 335,179 | $8.77M | 0.00% | +24,048+7.7% | Added |
| Anderson Hoagland & Co | 335,392 | $8.78M | 0.76% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 332,026 | $8.80M | 0.08% | −32,773−9.0% | Reduced |
| Handelsbanken Fonder AB | 337,700 | $8.84M | 0.03% | +41,000+13.8% | Added |
| Cerity Partners LLC | 338,537 | $8.86M | 0.01% | −24,049−6.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 338,866 | $8.90M | 0.04% | +4,527+1.4% | Added |
| CSS LLC | 358,863 | $9.40M | 0.53% | +358,863 | New |
| Quantinno Capital Management LP | 361,698 | $9.47M | 0.02% | +133,215+58.3% | Added |
| Public Employees Retirement System of Ohio | 364,973 | $9.55M | 0.03% | +11,147+3.2% | Added |
| Nomura Asset Management Co Ltd | 375,700 | $9.84M | 0.02% | +40,000+11.9% | Added |
| Contrarius Group Holdings Ltd | 376,773 | $9.86M | 0.48% | +376,773 | New |
| Exchange Traded Concepts, LLC | 381,371 | $9.98M | 0.08% | +6,656+1.8% | Added |
| Brevan Howard Capital Management LP | 383,874 | $10.0M | 0.19% | +256,435+201.2% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 386,456 | $10.1M | 0.05% | +386,456 | New |
| Mediolanum International Funds Ltd | 389,554 | $10.3M | 0.10% | +389,554 | New |
| Monashee Investment Management LLC | 400,000 | $10.5M | 5.90% | +400,000 | New |
| Vestor Capital, LLC | 1,006 | $10.6M | 0.77% | −403,149−99.8% | Reduced |
| Cresset Asset Management, LLC | 405,959 | $10.6M | 0.05% | −24,015−5.6% | Reduced |
| Victory Capital Management Inc | 408,302 | $10.7M | 0.01% | +392+0.1% | Added |
| Great West Life Assurance Co | 410,275 | $10.7M | 0.02% | −154,648−27.4% | Reduced |
| State of New Jersey Common Pension Fund D | 415,795 | $10.9M | 0.04% | +23,466+6.0% | Added |
| Storebrand Asset Management AS | 418,333 | $11.0M | 0.03% | +86,702+26.1% | Added |
| STRS Ohio | 418,446 | $11.0M | 0.04% | +38,364+10.1% | Added |
| HSBC Holdings PLC | 419,105 | $11.0M | 0.01% | +53,941+14.8% | Added |
| KLP Kapitalforvaltning AS | 421,900 | $11.0M | 0.04% | 00.0% | Unchanged |
| Liontrust Investment Partners LLP | 428,320 | $11.2M | 0.17% | +26,816+6.7% | Added |
| Longitude (Cayman) Ltd. | 430,000 | $11.3M | 9.75% | +430,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 428,067 | $11.3M | 0.02% | +35,289+9.0% | Added |
| MML Investors Services, LLC | 442,943 | $11.6M | 0.03% | +188,412+74.0% | Added |
| DnB Asset Management AS | 448,185 | $11.7M | 0.04% | −281,062−38.5% | Reduced |
| Commonwealth Equity Services, LLC | 457,752 | $12.0M | 0.02% | −20,128−4.2% | Reduced |
| Teamwork Financial Advisors, LLC | 460,120 | $12.0M | 1.28% | +386,348+523.7% | Added |
| Asset Management One Co.,Ltd. | 451,137 | $12.1M | 0.03% | +28,862+6.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 473,116 | $12.4M | 0.03% | +25,973+5.8% | Added |
| Hartline Investment Corp | 475,451 | $12.4M | 1.35% | +15,049+3.3% | Added |
| Mariner, LLC | 506,092 | $13.2M | 0.02% | +43,520+9.4% | Added |
| Pictet Asset Management Holding SA | 506,478 | $13.3M | 0.01% | +75,507+17.5% | Added |
| Alberta Investment Management Corp | 508,000 | $13.3M | 0.08% | +508,000 | New |
| Treasurer of the State of North Carolina | 508,060 | $13.3M | 0.04% | −1,154−0.2% | Reduced |
| Man Group plc | 510,399 | $13.4M | 0.03% | +147,066+40.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 517,492 | $13.5M | 0.11% | +15,782+3.1% | Added |
| Alliancebernstein L.P. | 528,737 | $13.8M | 0.00% | +95,563+22.1% | Added |
| FORA Capital, LLC | 530,207 | $13.9M | 1.68% | +257,175+94.2% | Added |
| Advisor Group Holdings, Inc. | 536,251 | $14.0M | 0.02% | −35,094−6.1% | Reduced |
| Reynders McVeigh Capital Management, LLC | 541,880 | $14.2M | 0.67% | +61,422+12.8% | Added |