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 |
|---|---|---|---|---|---|
| Utah Retirement Systems | 191,361 | $5.01M | 0.05% | +4,516+2.4% | Added |
| Sullivan Wood Capital Management LLC | 190,945 | $5.00M | 7.54% | +38,750+25.5% | Added |
| Van Eck Associates Corp | 187,099 | $4.90M | 0.00% | +25,160+15.5% | Added |
| CI Private Wealth, LLC | 182,608 | $4.78M | 0.01% | +36,874+25.3% | Added |
| Covenant Asset Management, LLC | 179,902 | $4.71M | 0.91% | +98,202+120.2% | Added |
| RFG Advisory, LLC | 179,901 | $4.71M | 0.09% | +1,148+0.6% | Added |
| Franklin Resources Inc | 178,358 | $4.67M | 0.00% | +76,759+75.6% | Added |
| Stifel Financial Corp | 175,188 | $4.59M | 0.00% | +46,500+36.1% | Added |
| O'Shaughnessy Asset Management, LLC | 174,365 | $4.56M | 0.03% | +42,905+32.6% | Added |
| Old Second National Bank of Aurora | 170,741 | $4.47M | 0.89% | −589−0.3% | Reduced |
| QRG Capital Management, Inc. | 170,153 | $4.45M | 0.05% | −3,851−2.2% | Reduced |
| Independent Financial Group, LLC | 166,866 | $4.37M | 0.10% | +803+0.5% | Added |
| Wealthfront Advisers LLC | 166,634 | $4.36M | 0.01% | +18,672+12.6% | Added |
| Kessler Investment Group, LLC | 161,829 | $4.24M | 1.78% | +2,871+1.8% | Added |
| Nisa Investment Advisors, LLC | 161,611 | $4.23M | 0.01% | +14,786+10.1% | Added |
| 1832 Asset Management L.P. | 160,600 | $4.20M | 0.01% | +160,600 | New |
| Warm Springs Advisors Inc. | 160,000 | $4.19M | 3.24% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 154,509 | $4.05M | 0.06% | +77,032+99.4% | Added |
| Nissay Asset Management Corp | 153,583 | $4.02M | 0.02% | +13,194+9.4% | Added |
| Illinois Municipal Retirement Fund | 152,295 | $3.99M | 0.05% | +149+0.1% | Added |
| Xponance, Inc. | 151,110 | $3.96M | 0.03% | +12,995+9.4% | Added |
| BCJ Capital Management, LLC | 147,646 | $3.87M | 0.22% | +147,646 | New |
| Estate Counselors, LLC | 146,868 | $3.85M | 0.32% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 146,490 | $3.83M | 0.01% | −32,652−18.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 144,732 | $3.79M | 0.76% | +6,887+5.0% | Added |
| Concurrent Investment Advisors, LLC | 142,936 | $3.74M | 0.04% | +5,324+3.9% | Added |
| Northwestern Mutual Wealth Management Co | 141,131 | $3.69M | 0.00% | +5,029+3.7% | Added |
| Engineers Gate Manager LP | 141,093 | $3.69M | 0.04% | −6,788−4.6% | Reduced |
| Candriam Luxembourg S.C.A. | 137,635 | $3.60M | 0.02% | +137,635 | New |
| Bosman Wealth Management, LLC | 136,245 | $3.57M | 2.93% | +136,245 | New |
| Caisse des Depots Et Consignations | 133,675 | $3.50M | 0.08% | +45,459+51.5% | Added |
| Pegasus Asset Management, Inc. | 133,659 | $3.50M | 1.08% | +3,284+2.5% | Added |
| Nordea Investment Management AB | 132,202 | $3.50M | 0.00% | +34,381+35.1% | Added |
| OP Asset Management Ltd | 132,296 | $3.46M | 0.04% | −78,091−37.1% | Reduced |
| Meridian Wealth Management, LLC | 132,084 | $3.46M | 0.12% | +33,817+34.4% | Added |
| Gateway Investment Advisers LLC | 132,000 | $3.46M | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 131,960 | $3.45M | 0.03% | −376,242−74.0% | Reduced |
| Acorn Financial Advisory Services Inc | 131,501 | $3.44M | 0.51% | −1,248−0.9% | Reduced |
| Tradition Wealth Management, LLC | 129,596 | $3.39M | 0.24% | +16,249+14.3% | Added |
| Verition Fund Management LLC | 128,216 | $3.36M | 0.02% | −204,496−61.5% | Reduced |
| Allworth Financial LP | 127,644 | $3.34M | 0.01% | +9,719+8.2% | Added |
| Jacobs Levy Equity Management, Inc | 125,666 | $3.29M | 0.01% | +59,459+89.8% | Added |
| Triumph Capital Management | 124,487 | $3.26M | 0.70% | −2,428−1.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 123,145 | $3.22M | 0.07% | +75,543+158.7% | Added |
| Alliance Wealth Advisors, LLC | 122,319 | $3.20M | 0.69% | +125+0.1% | Added |
| Intellus Advisors LLC | 121,899 | $3.19M | 0.42% | −9,707−7.4% | Reduced |
| Public Employees Retirement Association of Colorado | 118,220 | $3.10M | 0.01% | +16,117+15.8% | Added |
| Polen Capital Management LLC | 117,450 | $3.07M | 0.01% | −25,768−18.0% | Reduced |
| Dark Forest Capital Management LP | 116,638 | $3.05M | 0.14% | +37,167+46.8% | Added |
| Torrey Growth & Income Advisors | 116,027 | $3.04M | 1.06% | +4,430+4.0% | Added |
| Baker Avenue Asset Management, LP | 115,291 | $3.02M | 0.07% | −184−0.2% | Reduced |
| Pathstone Holdings, LLC | 113,108 | $2.96M | 0.01% | −8,580−7.1% | Reduced |
| Federated Hermes, Inc. | 112,895 | $2.96M | 0.00% | −61,456−35.2% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 111,045 | $2.91M | 0.03% | +111,045 | New |
| Lido Advisors, LLC | 108,962 | $2.88M | 0.01% | +363+0.3% | Added |
| Capital Advisors Wealth Management, LLC | 109,483 | $2.87M | 0.39% | +401+0.4% | Added |
| Firethorn Wealth Partners, LLC | 109,026 | $2.85M | 1.07% | −4,385−3.9% | Reduced |
| Mfg Wealth Management, Inc. | 108,977 | $2.85M | 2.22% | −799−0.7% | Reduced |
| Qsemble Capital Management, LP | 108,107 | $2.83M | 0.23% | +19,845+22.5% | Added |
| Sava Infond d.o.o. | 107,550 | $2.82M | 0.38% | +22,500+26.5% | Added |
| Mutual Advisors, LLC | 106,430 | $2.79M | 0.06% | −3,878−3.5% | Reduced |
| Axq Capital, LP | 105,670 | $2.77M | 0.62% | +51,013+93.3% | Added |
| Miller Financial Services LLC | 104,638 | $2.74M | 3.21% | −3,973−3.7% | Reduced |
| Davy Global Fund Management Ltd | 104,287 | $2.73M | 0.19% | +14,129+15.7% | Added |
| JustInvest LLC | 102,830 | $2.69M | 0.03% | −1,913−1.8% | Reduced |
| Investment Management Corp of Ontario | 102,279 | $2.68M | 0.04% | +50,467+97.4% | Added |
| Daiwa Securities Group Inc. | 102,000 | $2.67M | 0.01% | +6,100+6.4% | Added |
| Empowered Funds, LLC | 100,832 | $2.64M | 0.04% | +41,430+69.7% | Added |
| Vivid Wealth Management, LLC | 100,398 | $2.63M | 1.02% | +100,398 | New |
| Capstone Investment Advisors, LLC | 100,304 | $2.63M | 0.02% | +64,308+178.7% | Added |
| GatePass Capital, LLC | 100,122 | $2.62M | 1.35% | +77+0.1% | Added |
| Swedbank AB | 99,191 | $2.60M | 0.00% | +1,246+1.3% | Added |
| Perennial Investment Advisors, LLC | 98,054 | $2.57M | 0.20% | −13,428−12.0% | Reduced |
| IFP Advisors, Inc | 95,881 | $2.51M | 0.06% | −824−0.9% | Reduced |
| Main Management ETF Advisors, LLC | 94,743 | $2.48M | 0.09% | +968+1.0% | Added |
| Voya Investment Management LLC | 93,650 | $2.45M | 0.00% | −4,255−4.3% | Reduced |
| BNC Wealth Management, LLC | 93,177 | $2.44M | 0.63% | +93,177 | New |
| Fagan Associates, Inc. | 93,084 | $2.44M | 0.32% | +23,155+33.1% | Added |
| Slow Capital, Inc. | 92,554 | $2.42M | 0.29% | 00.0% | Unchanged |
| Credit Agricole S A | 91,649 | $2.40M | 0.01% | +19,206+26.5% | Added |
| HighPoint Advisor Group LLC | 91,564 | $2.40M | 0.05% | +11,902+14.9% | Added |
| Simplicity Wealth,LLC | 91,527 | $2.40M | 0.14% | −37,657−29.1% | Reduced |
| Miracle Mile Advisors, LLC | 90,830 | $2.38M | 0.03% | +1,041+1.2% | Added |
| Elevatus Welath Management | 90,190 | $2.36M | 0.65% | −212,161−70.2% | Reduced |
| Prospera Financial Services Inc | 89,796 | $2.35M | 0.04% | −3,551−3.8% | Reduced |
| Sumitomo Life Insurance Co | 89,463 | $2.34M | 0.06% | +27,032+43.3% | Added |
| Allstate Corp | 89,452 | $2.34M | 0.03% | +48,283+117.3% | Added |
| Twin Tree Management, LP | 88,688 | $2.32M | 0.24% | −1,248,386−93.4% | Reduced |
| National Bank of Canada | 88,464 | $2.31M | 0.00% | +36,930+71.7% | Added |
| Taylor Frigon Capital Management LLC | 86,936 | $2.28M | 1.15% | +86,936 | New |
| Brinker Capital Investments, LLC | 86,863 | $2.27M | 0.02% | +52,956+156.2% | Added |
| Laird Norton Trust Company, LLC | 86,586 | $2.27M | 0.05% | +22,091+34.3% | Added |
| Spire Wealth Management | 86,158 | $2.26M | 0.08% | +7,451+9.5% | Added |
| Headlands Technologies LLC | 84,738 | $2.22M | 0.19% | +69,771+466.2% | Added |
| Williamson Legacy Group, LLC | 84,729 | $2.22M | 1.73% | +31,845+60.2% | Added |
| Kovack Advisors, Inc. | 84,152 | $2.20M | 0.10% | −5,525−6.2% | Reduced |
| Sepio Capital, LP | 82,529 | $2.16M | 0.12% | −19,121−18.8% | Reduced |
| US Bancorp | 82,002 | $2.15M | 0.00% | +21,912+36.5% | Added |
| Steinberganna Wealth Management | 80,450 | $2.11M | 0.99% | −2,510−3.0% | Reduced |
| Firsthand Capital Management, Inc. | 80,000 | $2.09M | 3.89% | 00.0% | Unchanged |