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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 572,207 | $15.0M | 0.01% | +113,504+24.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 565,607 | $14.8M | 0.12% | +43,967+8.4% | Added |
| Hudson Bay Capital Management LP | 559,271 | $14.6M | 0.08% | −557,619−49.9% | Reduced |
| New York State Common Retirement Fund | 549,887 | $14.4M | 0.02% | 00.0% | Unchanged |
| Reynders McVeigh Capital Management, LLC | 541,880 | $14.2M | 0.67% | +61,422+12.8% | Added |
| Advisor Group Holdings, Inc. | 536,251 | $14.0M | 0.02% | −35,094−6.1% | Reduced |
| FORA Capital, LLC | 530,207 | $13.9M | 1.68% | +257,175+94.2% | Added |
| Alliancebernstein L.P. | 528,737 | $13.8M | 0.00% | +95,563+22.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 517,492 | $13.5M | 0.11% | +15,782+3.1% | Added |
| Man Group plc | 510,399 | $13.4M | 0.03% | +147,066+40.5% | Added |
| Treasurer of the State of North Carolina | 508,060 | $13.3M | 0.04% | −1,154−0.2% | Reduced |
| Alberta Investment Management Corp | 508,000 | $13.3M | 0.08% | +508,000 | New |
| Pictet Asset Management Holding SA | 506,478 | $13.3M | 0.01% | +75,507+17.5% | Added |
| Mariner, LLC | 506,092 | $13.2M | 0.02% | +43,520+9.4% | Added |
| Hartline Investment Corp | 475,451 | $12.4M | 1.35% | +15,049+3.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 473,116 | $12.4M | 0.03% | +25,973+5.8% | Added |
| Asset Management One Co.,Ltd. | 451,137 | $12.1M | 0.03% | +28,862+6.8% | Added |
| Teamwork Financial Advisors, LLC | 460,120 | $12.0M | 1.28% | +386,348+523.7% | Added |
| Commonwealth Equity Services, LLC | 457,752 | $12.0M | 0.02% | −20,128−4.2% | Reduced |
| DnB Asset Management AS | 448,185 | $11.7M | 0.04% | −281,062−38.5% | Reduced |
| MML Investors Services, LLC | 442,943 | $11.6M | 0.03% | +188,412+74.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 428,067 | $11.3M | 0.02% | +35,289+9.0% | Added |
| Longitude (Cayman) Ltd. | 430,000 | $11.3M | 9.75% | +430,000 | New |
| Liontrust Investment Partners LLP | 428,320 | $11.2M | 0.17% | +26,816+6.7% | Added |
| KLP Kapitalforvaltning AS | 421,900 | $11.0M | 0.04% | 00.0% | Unchanged |
| HSBC Holdings PLC | 419,105 | $11.0M | 0.01% | +53,941+14.8% | Added |
| STRS Ohio | 418,446 | $11.0M | 0.04% | +38,364+10.1% | Added |
| Storebrand Asset Management AS | 418,333 | $11.0M | 0.03% | +86,702+26.1% | Added |
| State of New Jersey Common Pension Fund D | 415,795 | $10.9M | 0.04% | +23,466+6.0% | Added |
| Great West Life Assurance Co | 410,275 | $10.7M | 0.02% | −154,648−27.4% | Reduced |
| Victory Capital Management Inc | 408,302 | $10.7M | 0.01% | +392+0.1% | Added |
| Cresset Asset Management, LLC | 405,959 | $10.6M | 0.05% | −24,015−5.6% | Reduced |
| Vestor Capital, LLC | 1,006 | $10.6M | 0.77% | −403,149−99.8% | Reduced |
| Monashee Investment Management LLC | 400,000 | $10.5M | 5.90% | +400,000 | New |
| Mediolanum International Funds Ltd | 389,554 | $10.3M | 0.10% | +389,554 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 386,456 | $10.1M | 0.05% | +386,456 | New |
| Brevan Howard Capital Management LP | 383,874 | $10.0M | 0.19% | +256,435+201.2% | Added |
| Exchange Traded Concepts, LLC | 381,371 | $9.98M | 0.08% | +6,656+1.8% | Added |
| Contrarius Group Holdings Ltd | 376,773 | $9.86M | 0.48% | +376,773 | New |
| Nomura Asset Management Co Ltd | 375,700 | $9.84M | 0.02% | +40,000+11.9% | Added |
| Public Employees Retirement System of Ohio | 364,973 | $9.55M | 0.03% | +11,147+3.2% | Added |
| Quantinno Capital Management LP | 361,698 | $9.47M | 0.02% | +133,215+58.3% | Added |
| CSS LLC | 358,863 | $9.40M | 0.53% | +358,863 | New |
| Resona Asset Management Co.,Ltd. | 338,866 | $8.90M | 0.04% | +4,527+1.4% | Added |
| Cerity Partners LLC | 338,537 | $8.86M | 0.01% | −24,049−6.6% | Reduced |
| Handelsbanken Fonder AB | 337,700 | $8.84M | 0.03% | +41,000+13.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 332,026 | $8.80M | 0.08% | −32,773−9.0% | Reduced |
| Anderson Hoagland & Co | 335,392 | $8.78M | 0.76% | 00.0% | Unchanged |
| American Century Companies Inc | 335,179 | $8.77M | 0.00% | +24,048+7.7% | Added |
| Arizona State Retirement System | 328,841 | $8.61M | 0.05% | +1,112+0.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 324,683 | $8.50M | 1.20% | −21,273−6.1% | Reduced |
| GWM Advisors LLC | 322,816 | $8.45M | 0.03% | −5,224−1.6% | Reduced |
| Zacks Investment Management | 322,185 | $8.43M | 0.07% | −18,709−5.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 311,986 | $8.17M | 0.07% | +72,696+30.4% | Added |
| HighTower Advisors, LLC | 306,795 | $8.03M | 0.01% | +173,492+130.1% | Added |
| Trexquant Investment LP | 304,754 | $7.98M | 0.07% | −341,896−52.9% | Reduced |
| Summit Trail Advisors, LLC | 300,418 | $7.86M | 0.14% | +9,550+3.3% | Added |
| Private Advisor Group, LLC | 292,975 | $7.67M | 0.04% | +14,988+5.4% | Added |
| Hood River Capital Management LLC | 291,690 | $7.64M | 0.08% | −98,263−25.2% | Reduced |
| Quantbot Technologies LP | 291,202 | $7.62M | 0.25% | −808,922−73.5% | Reduced |
| Janus Henderson Group PLC | 289,200 | $7.57M | 0.00% | −113,212−28.1% | Reduced |
| Tudor Investment Corp Et Al | 288,091 | $7.54M | 0.04% | −1,420,469−83.1% | Reduced |
| Sanctuary Advisors, LLC | 285,611 | $7.48M | 0.04% | +16,788+6.2% | Added |
| Federation des caisses Desjardins du Quebec | 279,535 | $7.32M | 0.03% | −40,592−12.7% | Reduced |
| Intech Investment Management LLC | 278,301 | $7.29M | 0.07% | −43,116−13.4% | Reduced |
| Colony Group, LLC | 268,565 | $7.03M | 0.01% | −31,304−10.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 268,000 | $7.02M | 0.06% | +2,100+0.8% | Added |
| Ensign Peak Advisors, Inc | 264,791 | $6.93M | 0.01% | −8,952−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 264,242 | $6.92M | 0.03% | +26,802+11.3% | Added |
| Walleye Capital LLC | 263,750 | $6.90M | 0.04% | +105,033+66.2% | Added |
| Parkside Investments, LLC | 259,365 | $6.79M | 0.86% | −40,175−13.4% | Reduced |
| Baird Financial Group, Inc. | 258,046 | $6.76M | 0.01% | −16,529−6.0% | Reduced |
| Westbourne Investment Advisors, Inc. | 257,697 | $6.75M | 1.86% | +3,533+1.4% | Added |
| Janney Montgomery Scott LLC | 256,652 | $6.72M | 0.02% | +47,380+22.6% | Added |
| Oppenheimer & Co Inc | 256,296 | $6.71M | 0.10% | +85,732+50.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 247,661 | $6.68M | 0.01% | −26,533−9.7% | Reduced |
| Forsta Ap-Fonden | 254,100 | $6.65M | 0.04% | +16,600+7.0% | Added |
| Well Done, LLC | 252,794 | $6.62M | 0.99% | −601−0.2% | Reduced |
| Edgestream Partners, L.P. | 238,755 | $6.25M | 0.18% | −12,686−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 237,001 | $6.21M | 0.02% | +563+0.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 233,709 | $6.14M | 0.01% | +233,709 | New |
| Quadrature Capital Ltd | 228,892 | $5.99M | 0.06% | −1,825,928−88.9% | Reduced |
| CAPROCK Group, Inc. | 227,269 | $5.95M | 0.13% | −1,142−0.5% | Reduced |
| Envestnet Asset Management Inc | 224,586 | $5.88M | 0.00% | +36,233+19.2% | Added |
| IFM Investors Pty Ltd | 222,039 | $5.81M | 0.05% | +12,249+5.8% | Added |
| Stratos Wealth Partners, LTD. | 221,981 | $5.81M | 0.07% | +33,290+17.6% | Added |
| Creative Planning | 221,750 | $5.81M | 0.00% | +18,810+9.3% | Added |
| TD Asset Management Inc | 219,314 | $5.74M | 0.00% | +31,624+16.8% | Added |
| D.A. Davidson & Co. | 219,166 | $5.74M | 0.04% | +59,623+37.4% | Added |
| Carroll Investors, Inc | 212,306 | $5.56M | 2.66% | −43,802−17.1% | Reduced |
| British Columbia Investment Management Corp | 211,878 | $5.55M | 0.03% | +53,013+33.4% | Added |
| ExodusPoint Capital Management, LP | 210,296 | $5.51M | 0.06% | +210,296 | New |
| Fiduciary Alliance LLC | 209,973 | $5.50M | 0.36% | +10,720+5.4% | Added |
| Kercheville Advisors, LLC | 209,965 | $5.48M | 1.44% | −52,825−20.1% | Reduced |
| Kestra Advisory Services, LLC | 204,629 | $5.36M | 0.02% | +5,308+2.7% | Added |
| CMG Global Holdings, LLC | 255,663 | $5.31M | 2.35% | +27,077+11.8% | Added |
| Swiss Life Asset Management Ltd | 202,333 | $5.30M | 0.03% | −127,304−38.6% | Reduced |
| Consolidated Investment Group LLC | 201,085 | $5.26M | 0.63% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 198,076 | $5.19M | 0.21% | −18,251−8.4% | Reduced |
| Toronto Dominion Bank | 194,650 | $5.10M | 0.01% | +19,206+10.9% | Added |