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 |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 21,650 | $566.8K | 0.22% | 00.0% | Unchanged |
| one8zero8, LLC | 21,550 | $564.2K | 0.12% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 21,369 | $559.4K | 0.31% | −4,869−18.6% | Reduced |
| Calamos Wealth Management LLC | 21,339 | $558.7K | 0.02% | +39+0.2% | Added |
| CoreCap Advisors, LLC | 21,267 | $556.8K | 0.02% | +2,705+14.6% | Added |
| Benjamin Edwards Inc | 20,975 | $549.1K | 0.01% | +8,812+72.4% | Added |
| Guardian Capital, LLC | 20,660 | $540.9K | 0.48% | +20,660 | New |
| Bleakley Financial Group, LLC | 20,651 | $540.6K | 0.01% | +2,023+10.9% | Added |
| J.W. Cole Advisors, Inc. | 22,030 | $535.6K | 0.01% | −7,752−26.0% | Reduced |
| Balyasny Asset Management LLC | 20,443 | $535.2K | 0.00% | +20,443 | New |
| Nomura Holdings Inc | 20,393 | $533.9K | 0.00% | −844,902−97.6% | Reduced |
| Motley Fool Asset Management LLC | 20,343 | $532.6K | 0.02% | +868+4.5% | Added |
| Marshall Financial Group LLC | 20,249 | $530.1K | 0.10% | −1,131−5.3% | Reduced |
| Calton & Associates, Inc. | 20,191 | $528.6K | 0.08% | −100.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 20,163 | $527.9K | 0.03% | +11,848+142.5% | Added |
| BankChampaign, National Association | 19,951 | $522.3K | 0.52% | +19,951 | New |
| Prosperity Wealth Management, Inc. | 19,900 | $521.0K | 0.17% | +805+4.2% | Added |
| Prudential PLC | 19,838 | $519.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 19,585 | $512.7K | 0.02% | +4,700+31.6% | Added |
| Ring Mountain Capital, LLC | 19,591 | $512.0K | 0.26% | +5,741+41.5% | Added |
| Rathbone Brothers plc | 19,546 | $511.7K | 0.00% | +8,675+79.8% | Added |
| Caxton Associates LLP | 19,530 | $511.3K | 0.01% | −117,281−85.7% | Reduced |
| TCW Group Inc | 19,516 | $510.9K | 0.00% | +19,516 | New |
| Thrive Wealth Management, LLC | 19,492 | $510.3K | 0.07% | +535+2.8% | Added |
| Sagespring Wealth Partners, LLC | 19,299 | $505.2K | 0.01% | +2,181+12.7% | Added |
| Alpine Global Management, LLC | 19,016 | $497.8K | 0.11% | +6,105+47.3% | Added |
| Park Avenue Securities LLC | 18,966 | $497.0K | 0.00% | −3,275−14.7% | Reduced |
| Wealthspan Partners, LLC | 18,901 | $494.8K | 0.18% | +450+2.4% | Added |
| Andra AP-fonden | 18,800 | $492.2K | 0.01% | +18,800 | New |
| Ares Systematic Credit Ltd | 18,684 | $489.1K | 0.40% | +18,684 | New |
| iA Global Asset Management Inc. | 18,611 | $487.0K | 0.01% | −64,879−77.7% | Reduced |
| Correct Capital Wealth Management | 18,583 | $486.5K | 0.09% | +9,600+106.9% | Added |
| Pointe Capital Management LLC | 18,490 | $484.1K | 0.24% | 00.0% | Unchanged |
| Modus Advisors, LLC | 18,353 | $480.5K | 0.13% | +7,045+62.3% | Added |
| Probity Advisors, Inc. | 18,081 | $473.4K | 0.08% | −1,449−7.4% | Reduced |
| Southern Financial Group, LLC | 17,840 | $467.1K | 0.13% | +17,840 | New |
| Shepherd Street Advisors LLC | 17,807 | $466.2K | 0.45% | +17,807 | New |
| USAdvisors Wealth Management, LLC | 17,825 | $466.0K | 0.15% | +500+2.9% | Added |
| Diversify Wealth Management, LLC | 17,153 | $465.5K | 0.02% | +4,113+31.5% | Added |
| Aldebaran Financial Inc. | 17,360 | $461.1K | 0.43% | −6,855−28.3% | Reduced |
| Coordinated Financial Services, Inc. | 17,600 | $460.8K | 0.26% | −1,775−9.2% | Reduced |
| Mayfair Advisory Group, LLC | 16,778 | $460.7K | 0.18% | +1,493+9.8% | Added |
| Fortis Advisors, LLC | 17,500 | $458.1K | 0.25% | −2,000−10.3% | Reduced |
| Savant Capital, LLC | 17,495 | $458.0K | 0.00% | +7,108+68.4% | Added |
| Adams Wealth Management | 17,333 | $457.5K | 0.10% | 00.0% | Unchanged |
| CacheTech Inc. | 17,333 | $457.5K | 0.08% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 17,466 | $457.3K | 0.10% | +2,663+18.0% | Added |
| Bensler, LLC | 17,450 | $456.8K | 0.05% | +600+3.6% | Added |
| R Squared Ltd | 17,402 | $455.6K | 0.21% | −8,846−33.7% | Reduced |
| Krilogy Financial LLC | 17,656 | $455.5K | 0.02% | −1,060−5.7% | Reduced |
| Pinnacle Financial Partners, Inc. | 17,369 | $454.7K | 0.00% | +17,369 | New |
| Decision Investments, Inc | 17,240 | $451.3K | 0.49% | +17,240 | New |
| Karras Company, Inc. | 17,111 | $448.0K | 0.44% | +17,111 | New |
| Mirae Asset Global Investments Co., Ltd. | 17,103 | $447.8K | 0.00% | +2,399+16.3% | Added |
| Principal Securities, Inc. | 17,028 | $445.8K | 0.01% | +1,305+8.3% | Added |
| Siemens Fonds Invest GmbH | 16,710 | $443.8K | 0.02% | +1,294+8.4% | Added |
| EntryPoint Capital, LLC | 16,757 | $438.7K | 0.17% | +8,918+113.8% | Added |
| Stratos Wealth Advisors, LLC | 16,590 | $434.3K | 0.02% | +1,100+7.1% | Added |
| Gladstone Institutional Advisory LLC | 16,500 | $432.0K | 0.02% | −205−1.2% | Reduced |
| Volterra Technologies LP | 16,471 | $431.2K | 0.44% | −11,652−41.4% | Reduced |
| Albion Financial Group | 16,415 | $429.7K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 16,375 | $428.7K | 0.07% | +51+0.3% | Added |
| Gotham Asset Management, LLC | 16,320 | $427.3K | 0.00% | +1,329+8.9% | Added |
| Truefg, LLC | 16,300 | $426.7K | 0.11% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16,066 | $420.6K | 0.05% | −257−1.6% | Reduced |
| National Asset Management, Inc. | 16,055 | $420.3K | 0.02% | +7,847+95.6% | Added |
| Pacitti Group Inc. | 16,045 | $420.1K | 0.15% | −16−0.1% | Reduced |
| Freestone Grove Partners LP | 15,988 | $418.6K | 0.00% | +15,988 | New |
| Tucker Asset Management LLC | 15,977 | $418.3K | 0.12% | −604−3.6% | Reduced |
| Verus Capital Partners, LLC | 15,958 | $417.8K | 0.03% | −2,575−13.9% | Reduced |
| Sowell Financial Services LLC | 15,875 | $415.6K | 0.02% | +1,994+14.4% | Added |
| Northwest Wealth Management, LLC | 15,836 | $414.6K | 0.07% | +20.0% | Added |
| Westco Advisory Services Inc | 15,819 | $414.1K | 0.25% | +15,819 | New |
| Avestar Capital, LLC | 15,791 | $413.4K | 0.03% | −906−5.4% | Reduced |
| Fermata Advisors, LLC | 15,710 | $411.3K | 0.10% | 00.0% | Unchanged |
| Leonteq Securities AG | 15,648 | $409.7K | 0.02% | −4,522−22.4% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 15,310 | $400.8K | 0.03% | +200+1.3% | Added |
| Yousif Capital Management, LLC | 15,710 | $400.4K | 0.00% | +2,773+21.4% | Added |
| Blue Line Capital, LLC | 15,212 | $398.3K | 0.47% | +15,212 | New |
| Key Client Fiduciary Advisors, LLC | 15,168 | $397.1K | 0.14% | +1,067+7.6% | Added |
| United Capital Management of KS, Inc. | 15,125 | $396.0K | 0.06% | +15,125 | New |
| IHT Wealth Management, LLC | 15,058 | $394.2K | 0.01% | +2,104+16.2% | Added |
| M1 Capital Management LLC | 15,050 | $394.0K | 0.16% | +2,350+18.5% | Added |
| Pallas Capital Advisors LLC | 15,047 | $393.9K | 0.01% | −1,356−8.3% | Reduced |
| Capital Investment Advisors, LLC | 15,044 | $393.9K | 0.01% | +5,458+56.9% | Added |
| Lighthouse Investment Partners, LLC | 14,985 | $392.3K | 0.01% | +14,985 | New |
| Great Valley Advisor Group, Inc. | 14,971 | $391.9K | 0.01% | +718+5.0% | Added |
| Highland Capital Management, LLC | 14,949 | $391.4K | 0.02% | −56,802−79.2% | Reduced |
| Cary Street Partners Financial LLC | 14,883 | $389.6K | 0.01% | −1,000−6.3% | Reduced |
| Cooper Financial Group | 14,847 | $388.7K | 0.04% | +860+6.1% | Added |
| Hobbs Group Advisors, LLC | 14,775 | $386.8K | 0.12% | +14,775 | New |
| Root Financial Partners, LLC | 14,733 | $385.7K | 0.02% | +10,965+291.0% | Added |
| Private Trust Co NA | 14,676 | $384.2K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 14,582 | $381.8K | 0.03% | +14,582 | New |
| Scotia Capital Inc. | 14,550 | $380.9K | 0.00% | −1,791−11.0% | Reduced |
| Redhawk Wealth Advisors, Inc. | 14,511 | $379.9K | 0.04% | −2,123−12.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 14,383 | $376.5K | 0.02% | +1,009+7.5% | Added |
| Financial Advisory Service, Inc. | 14,365 | $376.1K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 14,312 | $374.7K | 0.01% | −142−1.0% | Reduced |
| Paradigm Financial Partners, LLC | 14,245 | $372.9K | 0.04% | +500+3.6% | Added |