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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.

Institutional holdersQ4 2025: 1,005 institutions
Q1 2021: 1 institutionQ2 2021: 234 institutionsQ3 2021: 309 institutionsQ4 2021: 447 institutionsQ1 2022: 441 institutionsQ2 2022: 469 institutionsQ3 2022: 492 institutionsQ4 2022: 512 institutionsQ1 2023: 532 institutionsQ2 2023: 517 institutionsQ3 2023: 514 institutionsQ4 2023: 572 institutionsQ1 2024: 602 institutionsQ2 2024: 593 institutionsQ3 2024: 626 institutionsQ4 2024: 705 institutionsQ1 2025: 716 institutionsQ2 2025: 745 institutionsQ3 2025: 913 institutionsQ4 2025: 1,005 institutionsQ1 2026: 927 institutionsQ2 2026: 925 institutions
Value heldQ4 2025: $18.3B
Q1 2021: $1.00KQ2 2021: $6.03BQ3 2021: $5.56BQ4 2021: $6.70BQ1 2022: $3.75BQ2 2022: $2.16BQ3 2022: $1.60BQ4 2022: $1.52BQ1 2023: $1.92BQ2 2023: $3.00BQ3 2023: $2.84BQ4 2023: $3.74BQ1 2024: $3.22BQ2 2024: $2.98BQ3 2024: $3.97BQ4 2024: $8.07BQ1 2025: $6.06BQ2 2025: $10.5BQ3 2025: $16.7BQ4 2025: $18.3BQ1 2026: $11.2BQ2 2026: $11.7B
Institutions holding SOFI and their total value by quarter
QuarterHoldersValue
Q2 2026925$11.7B
Q1 2026927$11.2B
Q4 20251,005$18.3B
Q3 2025913$16.7B
Q2 2025745$10.5B
Q1 2025716$6.06B
Q4 2024705$8.07B
Q3 2024626$3.97B
Q2 2024593$2.98B
Q1 2024602$3.22B
Q4 2023572$3.74B
Q3 2023514$2.84B
Q2 2023517$3.00B
Q1 2023532$1.92B
Q4 2022512$1.52B
Q3 2022492$1.60B
Q2 2022469$2.16B
Q1 2022441$3.75B
Q4 2021447$6.70B
Q3 2021309$5.56B
Q2 2021234$6.03B
Q1 20211$1.00K

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding SoFi Technologies, Inc.; share changes are against Q3 2025.

Institutions holding SOFI in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Osbon Capital Management LLC358$9.37K0.01%+358New
Strategic Wealth Partners, Ltd.356$9.32K0.00%−1,489−80.7%Reduced
GHP Investment Advisors, Inc.342$8.95K0.00%00.0%Unchanged
GoalVest Advisory LLC340$8.90K0.00%+80+30.8%Added
Medallion Wealth Advisors, LLC339$8.88K0.00%00.0%Unchanged
Red Tortoise LLC328$8.59K0.00%00.0%Unchanged
Retirement Wealth Solutions LLC304$7.96K0.01%+23+8.2%Added
Meeder Asset Management Inc292$7.64K0.00%−6−2.0%Reduced
Tradewinds Capital Management, LLC284$7.44K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.278$7.28K0.00%+45+19.3%Added
Curio Wealth, LLC260$7.14K0.00%00.0%Unchanged
Farmers & Merchants Trust Co of Chambersburg PA250$7.00K0.00%00.0%Unchanged
Brown Brothers Harriman & Co263$6.88K0.00%00.0%Unchanged
Prestige Wealth Management Group LLC260$6.81K0.00%00.0%Unchanged
St. Johns Investment Management Company, LLC257$6.73K0.00%00.0%Unchanged
Sachetta, LLC253$6.62K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$6.54K0.00%−250−50.0%Reduced
Fourth Dimension Wealth, LLC250$6.54K0.00%00.0%Unchanged
Colonial Trust Advisors250$6.54K0.00%+250New
Bayban250$6.54K0.01%+250New
Atlantic Trust, LLC243$6.36K0.00%00.0%Unchanged
MV Capital Management, Inc.241$6.31K0.00%+1+0.4%Added
Dogwood Wealth Management LLC231$6.05K0.00%+196+560.0%Added
Capital Analysts, LLC240$6.00K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.228$5.97K0.00%+228New
Rialto Wealth Management, LLC222$5.81K0.00%−56−20.1%Reduced
Highline Wealth Partners LLC209$5.47K0.00%+19+10.0%Added
Webster Bank, N. A.200$5.24K0.00%00.0%Unchanged
Crewe Advisors LLC200$5.24K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc200$5.24K0.00%00.0%Unchanged
Berbice Capital Management LLC200$5.24K0.00%00.0%Unchanged
Bernard Wealth Management Corp.200$5.24K0.00%00.0%Unchanged
Noble Wealth Management PBC200$5.24K0.00%+200New
EFG International AG200$5.24K0.00%+200New
HFM Investment Advisors, LLC189$4.95K0.00%+120+173.9%Added
Cromwell Holdings LLC178$4.66K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.173$4.53K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory LLC173$4.53K0.00%+173New
ZRC Wealth Management, LLC171$4.48K0.00%+171New
IMA Wealth, Inc.171$4.48K0.00%+151+755.0%Added
Rossby Financial, LCC158$4.14K0.00%+158New
Cornerstone Financial Management LLC154$4.02K0.00%+154New
Accent Capital Management, LLC146$3.82K0.00%00.0%Unchanged
Pittenger & Anderson Inc145$3.80K0.00%−45−23.7%Reduced
Principia Wealth Advisory, LLC141$3.69K0.00%+16+12.8%Added
Quarry LP135$3.53K0.00%−266−66.3%Reduced
Anfield Capital Management, LLC125$3.27K0.00%00.0%Unchanged
Stone House Investment Management, LLC121$3.17K0.00%+98+426.1%Added
Manchester Capital Management LLC119$3.12K0.00%+98+466.7%Added
Bruce G. Allen Investments, LLC118$3.09K0.00%00.0%Unchanged
Hughes Financial Services, LLC115$3.01K0.00%00.0%Unchanged
Sittner & Nelson, LLC133$2.77K0.00%00.0%Unchanged
Raffa Wealth Management, LLC106$2.77K0.00%+51+92.7%Added
Acumen Wealth Advisors, LLC105$2.75K0.00%+105New
HM Payson & Co100$2.62K0.00%00.0%Unchanged
Miller Wealth Advisors, LLC100$2.62K0.00%00.0%Unchanged
CWM Advisors, LLC100$2.62K0.00%+100New
Financial Avengers, Inc.100$2.62K0.00%+100New
Bay Harbor Wealth Management, LLC96$2.51K0.00%+42+77.8%Added
Strengthening Families & Communities, LLC86$2.25K0.00%+86New
Private Wealth Management Group, LLC79$2.07K0.00%00.0%Unchanged
Investors Portfolio Services LLC78$2.04K0.00%+78New
Eq Wealth Advisors, LLC78$2.04K0.00%+78New
Winnow Wealth LLC75$2.02K0.00%+75New
Coston, McIsaac & Partners89$2.00K0.00%00.0%Unchanged
Roble, Belko & Company, Inc77$2.00K0.00%+24+45.3%Added
McGuire Capital Advisors Inc75$1.96K0.00%+75New
Greenline Wealth Management LLC72$1.89K0.00%+72New
Bare Financial Services, Inc63$1.65K0.00%−19−23.2%Reduced
UMA Financial Services, Inc.59$1.54K0.00%00.0%Unchanged
Gilpin Wealth Management, LLC50$1.31K0.00%+50New
Garton & Associates Financial Advisors LLC50$1.31K0.00%+50New
West Financial Advisors, LLC49$1.28K0.00%00.0%Unchanged
JNBA Financial Advisors46$1.21K0.00%00.0%Unchanged
TD Capital Management LLC41$1.07K0.00%00.0%Unchanged
Sarver Vrooman Wealth Advisors40$1.05K0.00%00.0%Unchanged
Colonial Trust Co39$1.01K0.00%00.0%Unchanged
Centerpoint Advisors, LLC25$1.00K0.00%00.0%Unchanged
Valley National Advisers Inc43$1.00K0.00%+43New
Optima Capital LLC38$9950.00%+38New
1015 Capital Partners, LLC37$9690.00%+37New
Concord Wealth Partners36$9420.00%00.0%Unchanged
Financial Consulate, Inc35$9170.00%+1+2.9%Added
Pacer Advisors, Inc.32$8380.00%+3+10.3%Added
Manning & Napier Advisors LLC30$7970.00%+30New
High Note Wealth, LLC30$7850.00%+16+114.3%Added
Breakwater Investment Management24$6290.00%00.0%Unchanged
Dunhill Financial, LLC24$6240.00%+24New
DecisionPoint Financial, LLC23$6030.00%00.0%Unchanged
CVA Family Office, LLC23$6020.00%00.0%Unchanged
Eukles Asset Management21$5500.00%00.0%Unchanged
Cape Investment Advisory, Inc.20$5240.00%+20New
Seneschal Advisors, LLC16$4190.00%00.0%Unchanged
Fideuram Asset Management (Ireland) dac15$4090.00%+15New
Trust Co of Toledo NA14$3670.00%00.0%Unchanged
Davis Capital Management11$2880.00%00.0%Unchanged
Berkshire Capital Holdings Inc10$2620.00%00.0%Unchanged
Byrne Asset Management LLC9$2360.00%+9New
Wilkerson Advisory Group LLC8$2090.00%+8New
SWAN Capital LLC2$520.00%−37−94.9%Reduced