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 |
|---|---|---|---|---|---|
| Midwest Professional Planners, LTD. | 78,102 | $2.04M | 0.48% | +1,995+2.6% | Added |
| The PNC Financial Services Group, Inc. | 77,505 | $2.03M | 0.00% | +15,763+25.5% | Added |
| Burney Co | 76,167 | $1.99M | 0.06% | −300−0.4% | Reduced |
| Virtue Capital Management, LLC | 72,414 | $1.99M | 0.31% | −1,651−2.2% | Reduced |
| Vontobel Holding Ltd. | 75,951 | $1.99M | 0.01% | +29,480+63.4% | Added |
| HBK Investments L P | 75,000 | $1.96M | 0.02% | +75,000 | New |
| CWM, LLC | 72,830 | $1.91M | 0.01% | −6,310−8.0% | Reduced |
| Cypress Point Investment Management LP | 72,746 | $1.90M | 0.41% | +72,746 | New |
| Pinnacle Wealth Management, LLC | 71,127 | $1.86M | 1.25% | +71,127 | New |
| Highview Capital Management LLC | 70,755 | $1.85M | 0.65% | −22,913−24.5% | Reduced |
| Truist Financial Corp | 70,561 | $1.85M | 0.00% | −9,971−12.4% | Reduced |
| Harbour Investments, Inc. | 70,088 | $1.83M | 0.04% | +1,374+2.0% | Added |
| Xcel Wealth Management, LLC | 69,932 | $1.83M | 0.47% | −1,000−1.4% | Reduced |
| Kestra Private Wealth Services, LLC | 69,904 | $1.83M | 0.02% | +11,237+19.2% | Added |
| Amalgamated Bank | 68,876 | $1.80M | 0.01% | +7,296+11.8% | Added |
| Knights of Columbus Asset Advisors LLC | 67,303 | $1.76M | 0.10% | −1,215−1.8% | Reduced |
| Blue Jean Financial LLC | 66,617 | $1.74M | 1.42% | +66,617 | New |
| Strategic Advocates LLC | 65,592 | $1.74M | 0.45% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 66,541 | $1.74M | 0.00% | +4,480+7.2% | Added |
| Fortis Group Advisors, LLC | 75,957 | $1.73M | 0.29% | −54,860−41.9% | Reduced |
| Alta Wealth Advisors LLC | 66,148 | $1.73M | 0.58% | +179+0.3% | Added |
| Solidarilty Wealth, LLC | 65,661 | $1.72M | 0.35% | 00.0% | Unchanged |
| Bank of Nova Scotia | 65,459 | $1.71M | 0.00% | −400,483−86.0% | Reduced |
| Captrust Financial Advisors | 64,669 | $1.69M | 0.00% | +9,044+16.3% | Added |
| Soltis Investment Advisors LLC | 64,283 | $1.68M | 0.11% | −142−0.2% | Reduced |
| TCG Advisory Services, LLC | 63,816 | $1.67M | 0.05% | −514−0.8% | Reduced |
| Sterling Capital Management LLC | 63,364 | $1.66M | 0.03% | +2,701+4.5% | Added |
| Bridgeway Capital Management, LLC | 63,300 | $1.66M | 0.03% | −400−0.6% | Reduced |
| Arkadios Wealth Advisors | 62,783 | $1.64M | 0.03% | +1,741+2.9% | Added |
| Equitable Holdings, Inc. | 62,685 | $1.64M | 0.01% | +37,226+146.2% | Added |
| Belpointe Asset Management LLC | 62,411 | $1.63M | 0.06% | −1,319−2.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 61,916 | $1.62M | 0.01% | +61,916 | New |
| BluePath Capital Management, LLC | 61,895 | $1.62M | 1.09% | +904+1.5% | Added |
| Merit Financial Group, LLC | 61,581 | $1.61M | 0.01% | −4,803−7.2% | Reduced |
| Clarus Wealth Advisors | 59,279 | $1.61M | 0.67% | +6,735+12.8% | Added |
| Maryland State Retirement & Pension System | 60,942 | $1.60M | 0.03% | +4,846+8.6% | Added |
| Viewpoint Capital Management LLC | 60,817 | $1.59M | 0.69% | +60,817 | New |
| VestGen Advisors, LLC | 60,471 | $1.58M | 0.07% | +60,471 | New |
| Quantitative Investment Management, LLC | 60,367 | $1.58M | 0.15% | +60,367 | New |
| Nwam LLC | 60,709 | $1.57M | 0.09% | +2,279+3.9% | Added |
| Harvest Fund Management Co., Ltd | 59,687 | $1.56M | 0.06% | −4,838−7.5% | Reduced |
| CIBC Private Wealth Group, LLC | 59,545 | $1.56M | 0.00% | −3,081−4.9% | Reduced |
| Baker Chad R | 58,545 | $1.55M | 0.28% | +58,545 | New |
| Hudock, Inc. | 58,652 | $1.54M | 0.23% | +89+0.2% | Added |
| Global Retirement Partners, LLC | 58,648 | $1.54M | 0.03% | −13,032−18.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 58,116 | $1.52M | 0.04% | +58,116 | New |
| Mackenzie Financial Corp | 57,073 | $1.51M | 0.00% | +1,602+2.9% | Added |
| M&T Bank Corp | 57,340 | $1.50M | 0.00% | +10,383+22.1% | Added |
| Marathon Trading Investment Management LLC | 56,964 | $1.49M | 0.18% | −2,936−4.9% | Reduced |
| VGI Partners Ltd | 56,917 | $1.49M | 0.09% | +26,910+89.7% | Added |
| Omers Administration Corp | 56,791 | $1.49M | 0.01% | +7,791+15.9% | Added |
| Gulf International Bank (UK) Ltd | 56,483 | $1.48M | 0.05% | 00.0% | Unchanged |
| Prudential Financial Inc | 55,236 | $1.47M | 0.00% | −32,540−37.1% | Reduced |
| Brookstone Capital Management | 55,964 | $1.47M | 0.02% | +27,651+97.7% | Added |
| Sigma Planning Corp | 56,807 | $1.46M | 0.04% | −5,843−9.3% | Reduced |
| Norris Financial Group, LLC | 55,366 | $1.45M | 0.49% | −40,718−42.4% | Reduced |
| Howland Capital Management LLC | 55,147 | $1.44M | 0.05% | +1,800+3.4% | Added |
| Advanced Portfolio Management, LLC | 55,000 | $1.44M | 4.40% | +40,000+266.7% | Added |
| Neuberger Berman Group LLC | 54,693 | $1.43M | 0.00% | +4,833+9.7% | Added |
| San Luis Wealth Advisors LLC | 54,668 | $1.43M | 0.24% | −1,130−2.0% | Reduced |
| CIBC Asset Management Inc | 53,443 | $1.40M | 0.00% | +22,495+72.7% | Added |
| Jaffetilchin Investment Partners, LLC | 53,187 | $1.39M | 0.08% | −12,411−18.9% | Reduced |
| Means Investment Co., Inc. | 52,108 | $1.36M | 0.11% | +700+1.4% | Added |
| Rakuten Investment Management, Inc. | 50,726 | $1.36M | 0.00% | +43,914+644.7% | Added |
| Abn Amro Investment Solutions | 51,671 | $1.35M | 0.02% | +39,417+321.7% | Added |
| Keystone Financial Services, LLC | 51,601 | $1.35M | 0.92% | +269+0.5% | Added |
| Caption Management, LLC | 51,500 | $1.35M | 0.06% | −20,000−28.0% | Reduced |
| Legacy Capital Group California, Inc. | 51,460 | $1.35M | 0.33% | +51,460 | New |
| Stansberry Asset Management, LLC | 50,691 | $1.33M | 0.13% | −2,715−5.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 50,255 | $1.32M | 0.06% | +50,255 | New |
| Diker Management LLC | 50,000 | $1.31M | 1.01% | −75,000−60.0% | Reduced |
| AlphaStar Capital Management, LLC | 49,431 | $1.29M | 0.09% | +69+0.1% | Added |
| Owen LaRue, LLC | 49,340 | $1.29M | 0.49% | +13,250+36.7% | Added |
| Sequoia Financial Advisors, LLC | 49,222 | $1.29M | 0.01% | +30,160+158.2% | Added |
| RHL Group, LLC | 49,062 | $1.28M | 1.03% | +49,062 | New |
| Royal London Asset Management Ltd | 48,069 | $1.26M | 0.00% | +137+0.3% | Added |
| Schroder Investment Management Group | 47,982 | $1.26M | 0.00% | +2,914+6.5% | Added |
| Pathway Financial Advisers, LLC | 47,848 | $1.25M | 0.36% | +299+0.6% | Added |
| XTX Topco Ltd | 47,804 | $1.25M | 0.03% | +47,804 | New |
| Canada Pension Plan Investment Board | 46,800 | $1.23M | 0.00% | −355,600−88.4% | Reduced |
| Atria Investments LLC | 46,454 | $1.22M | 0.01% | +9,370+25.3% | Added |
| River Street Advisors LLC | 46,064 | $1.21M | 0.45% | +2,591+6.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 45,432 | $1.21M | 0.01% | +4,345+10.6% | Added |
| Pinkerton Retirement Specialists, LLC | 45,300 | $1.19M | 0.12% | +3,388+8.1% | Added |
| Susquehanna Advisors Group, Inc. | 43,492 | $1.14M | 0.04% | 00.0% | Unchanged |
| Change Path, LLC | 43,020 | $1.13M | 0.03% | +8,461+24.5% | Added |
| Pinnacle Associates Ltd | 42,855 | $1.12M | 0.01% | −1,031−2.3% | Reduced |
| Custom Index Systems, LLC | 42,502 | $1.11M | 0.49% | −24,149−36.2% | Reduced |
| Resources Investment Advisors, LLC. | 42,427 | $1.11M | 0.01% | −1,129−2.6% | Reduced |
| TD Waterhouse Canada Inc. | 42,326 | $1.11M | 0.01% | +22,772+116.5% | Added |
| Independent Advisor Alliance | 41,585 | $1.09M | 0.03% | +9,452+29.4% | Added |
| CIBC World Markets Corp | 41,550 | $1.09M | 0.01% | +41,550 | New |
| Lakeshore Financial Planning, Inc. | 41,465 | $1.09M | 0.39% | +8,900+27.3% | Added |
| GM Advisory Group, Inc. | 40,426 | $1.06M | 0.04% | +40,426 | New |
| Thoroughbred Financial Services, LLC | 40,371 | $1.06M | 0.06% | +231+0.6% | Added |
| Evergreen Capital Management LLC | 40,032 | $1.05M | 0.02% | +30,087+302.5% | Added |
| North Dakota State Investment Board | 39,877 | $1.04M | 0.04% | +39,877 | New |
| Teacher Retirement System of Texas | 39,621 | $1.04M | 0.00% | −105,151−72.6% | Reduced |
| Advisory Services Network, LLC | 39,579 | $1.04M | 0.01% | +4,931+14.2% | Added |
| PFG Investments, LLC | 39,373 | $1.03M | 0.05% | +3,637+10.2% | Added |