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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 39,356 | $1.03M | 0.03% | +12,080+44.3% | Added |
| Castleark Management LLC | 39,350 | $1.03M | 0.03% | +2,350+6.4% | Added |
| WCG Wealth Advisors LLC | 39,299 | $1.03M | 0.03% | +39,299 | New |
| KLCM Advisors, Inc. | 39,151 | $1.02M | 0.09% | +21,174+117.8% | Added |
| Quest Partners LLC | 38,920 | $1.02M | 0.06% | −919−2.3% | Reduced |
| Moseley Investment Management Inc | 38,578 | $1.01M | 0.31% | −396−1.0% | Reduced |
| Ritholtz Wealth Management | 38,500 | $1.01M | 0.02% | +9,699+33.7% | Added |
| Gsa Capital Partners LLP | 38,432 | $1.01M | 0.09% | −38,850−50.3% | Reduced |
| ASR Vermogensbeheer N.V. | 38,206 | $1.00M | 0.01% | +38,206 | New |
| Fortis Capital Advisors, LLC | 37,964 | $993.9K | 0.15% | +1,598+4.4% | Added |
| Financial Partners Group, Inc | 43,549 | $993.3K | 0.11% | +4,904+12.7% | Added |
| NorthRock Partners, LLC | 37,498 | $981.7K | 0.02% | +3,793+11.3% | Added |
| Davenport & Co LLC | 37,414 | $979.5K | 0.01% | −693−1.8% | Reduced |
| Sun Financial Inc | 37,187 | $973.6K | 0.54% | +37,187 | New |
| Perigon Wealth Management, LLC | 37,140 | $972.3K | 0.02% | +368+1.0% | Added |
| Pensionmark Financial Group, LLC | 36,813 | $963.8K | 0.02% | +5,287+16.8% | Added |
| Vise Technologies, Inc. | 36,530 | $956.4K | 0.02% | +18,782+105.8% | Added |
| Farther Finance Advisors, LLC | 36,445 | $954.1K | 0.01% | +13,276+57.3% | Added |
| First National Trust Co | 36,197 | $947.6K | 0.03% | +3,059+9.2% | Added |
| McGuire Investment Group, LLC | 35,950 | $941.2K | 0.10% | 00.0% | Unchanged |
| Friedenthal Financial | 35,354 | $925.6K | 0.48% | +35,354 | New |
| Centiva Capital, LP | 35,292 | $923.9K | 0.06% | +35,292 | New |
| Encompass More Asset Management | 35,157 | $920.4K | 0.17% | +35,157 | New |
| Generation Capital Management LLC | 35,045 | $917.5K | 0.60% | +35,045 | New |
| Hunting Hill Global Capital, LLC | 34,916 | $914.1K | 0.91% | +34,916 | New |
| Foundations Investment Advisors, LLC | 34,913 | $914.0K | 0.01% | +6,802+24.2% | Added |
| Clean Yield Group | 34,616 | $906.2K | 0.25% | +34,616 | New |
| COFG Advisors, LLC | 34,614 | $906.2K | 0.22% | +34,614 | New |
| MLP3, LLC | 34,130 | $893.5K | 0.98% | +34,130 | New |
| Longaeva Partners L.P. | 34,123 | $893.3K | 0.11% | +34,123 | New |
| Everence Capital Management Inc | 34,027 | $891.0K | 0.05% | +3,645+12.0% | Added |
| Diversified Trust Co | 33,743 | $883.4K | 0.02% | +94+0.3% | Added |
| Numerai GP LLC | 32,755 | $857.5K | 0.10% | +6,277+23.7% | Added |
| Atomi Financial Group, Inc. | 32,480 | $850.3K | 0.03% | +1,092+3.5% | Added |
| Umb Bank N A | 32,449 | $849.5K | 0.01% | +1,337+4.3% | Added |
| SLT Holdings LLC | 32,287 | $845.3K | 0.56% | +7,050+27.9% | Added |
| SeaCrest Wealth Management, LLC | 31,255 | $843.9K | 0.09% | +9,077+40.9% | Added |
| ZEGA Investments, LLC | 32,226 | $843.7K | 0.16% | +32,226 | New |
| Callan Family Office, LLC | 32,202 | $843.0K | 0.02% | +4,200+15.0% | Added |
| Monetta Financial Services Inc | 32,000 | $837.8K | 0.60% | +32,000 | New |
| Valeo Financial Advisors, LLC | 31,976 | $837.1K | 0.02% | −3,345−9.5% | Reduced |
| Principal Financial Group Inc | 31,967 | $836.9K | 0.00% | −197,544−86.1% | Reduced |
| Capital Advantage, Inc. | 31,931 | $836.0K | 0.11% | +31,931 | New |
| Wiley Bros.-Aintree Capital, LLC | 31,320 | $820.0K | 0.00% | +8,111+34.9% | Added |
| Eddie Patel Inc | 31,278 | $818.9K | 0.61% | +31,278 | New |
| Aptus Capital Advisors, LLC | 31,168 | $816.0K | 0.01% | +2,458+8.6% | Added |
| Catalyst Funds Management Pty Ltd | 31,145 | $815.4K | 0.19% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 31,081 | $813.7K | 0.10% | −22,405−41.9% | Reduced |
| Twin Capital Management Inc | 31,043 | $812.7K | 0.10% | +31,043 | New |
| Vident Advisory, LLC | 30,972 | $810.8K | 0.01% | +8,378+37.1% | Added |
| Steward Partners Investment Advisory, LLC | 30,905 | $809.1K | 0.00% | +5,301+20.7% | Added |
| 9823 Capital, L.P. | 30,022 | $786.0K | 0.54% | +30,022 | New |
| E. Ohman J:or Asset Management AB | 29,677 | $776.9K | 0.02% | +29,677 | New |
| Macquarie Group Ltd | 29,495 | $772.2K | 0.00% | −184,466−86.2% | Reduced |
| Coastal Investment Advisors, Inc. | 29,292 | $766.9K | 0.25% | +29,292 | New |
| Lombard Odier Asset Management (Switzerland) SA | 29,100 | $761.8K | 0.03% | +3,100+11.9% | Added |
| Concorde Asset Management, LLC | 28,820 | $754.5K | 0.30% | +3,440+13.6% | Added |
| Avanza Fonder AB | 28,586 | $748.4K | 0.02% | +28,586 | New |
| Mayflower Financial Advisors, LLC | 28,549 | $747.4K | 0.09% | +261+0.9% | Added |
| Wedmont Private Capital | 27,543 | $743.7K | 0.03% | +3,457+14.4% | Added |
| Thrivent Financial for Lutherans | 28,341 | $742.0K | 0.00% | +28,341 | New |
| Florida Financial Advisors, LLC | 28,369 | $741.5K | 0.20% | +28,369 | New |
| Forum Financial Management, LP | 28,324 | $741.5K | 0.01% | −15,306−35.1% | Reduced |
| Floyd Financial Group LLC | 38,982 | $741.4K | 0.50% | +38,982 | New |
| RPG Investment Advisory, LLC | 28,250 | $739.6K | 0.08% | −600−2.1% | Reduced |
| Kennedy Investment Group | 28,000 | $733.0K | 0.28% | −2,400−7.9% | Reduced |
| Sherman Porfolios, LLC | 27,923 | $731.0K | 0.05% | +13,822+98.0% | Added |
| MetLife Investment Management | 27,863 | $729.5K | 0.00% | +1,624+6.2% | Added |
| Pine Valley Investments Ltd Liability Co | 27,775 | $727.1K | 0.04% | +90+0.3% | Added |
| Comerica Bank | 27,215 | $712.5K | 0.00% | +5,734+26.7% | Added |
| Weiss Asset Management LP | 26,820 | $702.1K | 0.01% | −406,034−93.8% | Reduced |
| We Are One Seven, LLC | 26,676 | $698.4K | 0.01% | +278+1.1% | Added |
| Archford Capital Strategies, LLC | 26,402 | $691.2K | 0.08% | −5,000−15.9% | Reduced |
| Integrity Alliance, LLC. | 26,141 | $684.4K | 0.03% | −1,093−4.0% | Reduced |
| Index Technologies Group LLC | 26,120 | $683.8K | 0.71% | +26,120 | New |
| Hexagon Capital Partners LLC | 26,072 | $682.6K | 0.13% | −114−0.4% | Reduced |
| Freestone Capital Holdings, LLC | 26,063 | $682.3K | 0.02% | +2,486+10.5% | Added |
| Beacon Pointe Advisors, LLC | 25,957 | $679.6K | 0.00% | +3,839+17.4% | Added |
| Legend Capital Advisors LLC | 25,925 | $678.7K | 0.38% | +25,925 | New |
| Meeder Advisory Services, Inc. | 25,607 | $670.4K | 0.03% | +3,352+15.1% | Added |
| Traynor Capital Management, Inc. | 24,703 | $646.7K | 0.04% | +1,073+4.5% | Added |
| Robeco Institutional Asset Management B.V. | 24,455 | $640.2K | 0.00% | +4,825+24.6% | Added |
| Citizens Financial Group Inc | 23,884 | $625.3K | 0.01% | −12,791−34.9% | Reduced |
| Mainstay Capital Management LLC | 23,705 | $620.6K | 0.05% | +1,643+7.4% | Added |
| Manchester Financial Inc | 23,371 | $611.9K | 0.11% | −35−0.1% | Reduced |
| Buckingham Strategic Partners | 23,366 | $611.7K | 0.01% | +465+2.0% | Added |
| Integrated Wealth Concepts LLC | 23,359 | $611.5K | 0.01% | −48,821−67.6% | Reduced |
| Capital Advisors Inc | 22,813 | $597.2K | 0.01% | +4,356+23.6% | Added |
| RSM US Wealth Management LLC | 22,442 | $596.1K | 0.01% | −13,739−38.0% | Reduced |
| Jupiter Asset Management Ltd | 22,759 | $595.8K | 0.00% | +22,759 | New |
| PDT Partners, LLC | 22,437 | $587.4K | 0.04% | −88,900−79.8% | Reduced |
| Sig Brokerage, LP | 22,402 | $586.5K | 0.20% | +8,269+58.5% | Added |
| Emerald Mutual Fund Advisers Trust | 22,392 | $586.2K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 22,100 | $579.0K | 0.02% | 00.0% | Unchanged |
| Woodline Partners LP | 22,066 | $577.7K | 0.00% | +22,066 | New |
| AE Wealth Management LLC | 22,017 | $576.4K | 0.00% | +227+1.0% | Added |
| UniSuper Management Pty Ltd | 22,000 | $576.0K | 0.00% | +3,000+15.8% | Added |
| Joule Financial, LLC | 21,981 | $575.5K | 0.17% | −564−2.5% | Reduced |
| Founders Financial Securities LLC | 21,809 | $571.0K | 0.03% | +340+1.6% | Added |
| Eventide Asset Management, LLC | 21,398 | $568.3K | 0.01% | +2,730+14.6% | Added |