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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 14,211 | $372.0K | 0.03% | +3,012+26.9% | Added |
| Avion Wealth | 10,237 | $372.0K | 0.08% | +17+0.2% | Added |
| Dynasty Wealth Management, LLC | 14,209 | $372.0K | 0.00% | +2,217+18.5% | Added |
| Graham Capital Management, L.P. | 13,895 | $363.8K | 0.01% | −145,799−91.3% | Reduced |
| Petros Family Wealth, LLC | 13,757 | $360.2K | 0.24% | +13,757 | New |
| Worth Financial Advisory Group, LLC | 13,705 | $358.8K | 0.17% | +180+1.3% | Added |
| Nikulski Financial, Inc. | 13,681 | $358.2K | 0.09% | +13,681 | New |
| Perpetual Ltd | 13,607 | $356.2K | 0.01% | +13,607 | New |
| Plum Street Advisors, LLC | 13,577 | $355.4K | 0.13% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,517 | $353.9K | 0.00% | +836+6.6% | Added |
| Coldstream Capital Management Inc | 13,482 | $353.0K | 0.00% | +1,624+13.7% | Added |
| Parallel Advisors, LLC | 13,334 | $349.1K | 0.01% | +3,982+42.6% | Added |
| David J Yvars Group | 13,300 | $348.2K | 0.19% | +1,480+12.5% | Added |
| Prime Capital Investment Advisors, LLC | 13,237 | $346.5K | 0.00% | +2,044+18.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 13,190 | $345.3K | 0.01% | +2,000+17.9% | Added |
| Ausdal Financial Partners, Inc. | 13,189 | $345.3K | 0.02% | −1,440−9.8% | Reduced |
| Yeomans Consulting Group, Inc. | 13,175 | $344.9K | 0.10% | −4,679−26.2% | Reduced |
| Capital Markets Trading UK LLP | 13,142 | $344.0K | 0.42% | −59,146−81.8% | Reduced |
| Icapital Wealth LLC | 13,020 | $341.0K | 0.17% | +13,020 | New |
| Envestnet Portfolio Solutions, Inc. | 12,711 | $332.8K | 0.00% | −87−0.7% | Reduced |
| Brown Advisory Inc | 12,706 | $332.6K | 0.00% | −226−1.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 12,036 | $330.5K | 0.00% | +3,139+35.3% | Added |
| Visionary Wealth Advisors | 12,562 | $328.9K | 0.01% | −75−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 12,381 | $324.1K | 0.01% | −11,348−47.8% | Reduced |
| NewEdge Wealth, LLC | 12,362 | $323.6K | 0.00% | +1,269+11.4% | Added |
| Polymer Capital Management (US) LLC | 12,320 | $322.5K | 0.04% | −36,247−74.6% | Reduced |
| B&L Asset Management LLC | 12,276 | $321.4K | 0.14% | +1,613+15.1% | Added |
| Ashton Thomas Private Wealth, LLC | 12,270 | $321.2K | 0.01% | +1,534+14.3% | Added |
| Hilltop Holdings Inc. | 12,269 | $321.2K | 0.02% | +12,269 | New |
| Metis Global Partners, LLC | 12,264 | $321.1K | 0.01% | −182−1.5% | Reduced |
| Prostatis Group LLC | 12,261 | $321.0K | 0.08% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 12,206 | $319.6K | 0.08% | −400−3.2% | Reduced |
| Future Financial Wealth Managment LLC | 12,500 | $318.6K | 0.21% | 00.0% | Unchanged |
| True Vision MN LLC | 12,136 | $317.7K | 0.16% | +729+6.4% | Added |
| Wealthcare Advisory Partners LLC | 12,050 | $315.5K | 0.01% | −338−2.7% | Reduced |
| CIBC World Markets Inc. | 12,031 | $315.0K | 0.00% | −39,900−76.8% | Reduced |
| Rosenberg Matthew Hamilton | 12,026 | $314.8K | 0.07% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 12,013 | $314.5K | 0.00% | +12,013 | New |
| Apollon Wealth Management, LLC | 11,982 | $313.7K | 0.01% | +2,334+24.2% | Added |
| Signaturefd, LLC | 11,968 | $313.3K | 0.00% | −1,534−11.4% | Reduced |
| Glenmede Trust Co NA | 11,940 | $312.6K | 0.00% | +11,940 | New |
| Prasad Wealth Partners, LLC | 11,872 | $310.8K | 0.08% | 00.0% | Unchanged |
| White Wing Wealth Management | 11,870 | $310.8K | 0.19% | +50+0.4% | Added |
| Oversea-Chinese Banking CORP Ltd | 11,580 | $310.6K | 0.01% | +11,580 | New |
| PKS Advisory Services, LLC | 11,800 | $308.9K | 0.07% | +675+6.1% | Added |
| SageView Advisory Group, LLC | 11,784 | $308.5K | 0.01% | −1,118−8.7% | Reduced |
| Stegent Equity Advisors, Inc. | 11,589 | $303.4K | 0.24% | +11,589 | New |
| Advisors Management Group Inc | 11,526 | $302.0K | 0.05% | +101+0.9% | Added |
| WBI Investments | 11,508 | $301.3K | 0.08% | +11,508 | New |
| Axim Planning & Wealth | 11,500 | $301.1K | 0.32% | −1,429−11.1% | Reduced |
| Gilliland Jeter Wealth Management LLC | 11,500 | $301.1K | 0.09% | 00.0% | Unchanged |
| Cigna Investments Inc | 11,440 | $299.0K | 0.04% | +416+3.8% | Added |
| Rydar Equities, Inc. | 11,409 | $298.7K | 0.23% | −150−1.3% | Reduced |
| Keybank National Association | 11,398 | $298.4K | 0.00% | −295−2.5% | Reduced |
| L2 Asset Management, LLC | 11,329 | $296.6K | 0.04% | +11,329 | New |
| Focus Financial Network, Inc. | 11,317 | $296.3K | 0.01% | +2,411+27.1% | Added |
| Fortis Capital Management LLC | 11,262 | $294.8K | 0.04% | +1,879+20.0% | Added |
| AlphaCore Capital LLC | 11,196 | $293.1K | 0.01% | +11,196 | New |
| Centaurus Financial, Inc. | 11,146 | $292.0K | 0.01% | −7,565−40.4% | Reduced |
| Insigneo Advisory Services, LLC | 11,144 | $291.8K | 0.02% | +1,017+10.0% | Added |
| Intrua Financial, LLC | 11,072 | $289.9K | 0.03% | +3,005+37.3% | Added |
| International Assets Investment Management, LLC | 11,062 | $289.6K | 0.02% | +11,062 | New |
| Millennium Capital Advisors, LLC | 11,050 | $289.3K | 0.17% | +500+4.7% | Added |
| OpenArc Corporate Advisory, LLC | 11,002 | $288.0K | 0.00% | +11,002 | New |
| Meitav Dash Investments Ltd | 11,000 | $288.0K | 0.00% | +11,000 | New |
| Kingsview Wealth Management, LLC | 10,982 | $287.5K | 0.00% | +2,720+32.9% | Added |
| Transcend Wealth Collective, LLC | 10,973 | $287.3K | 0.02% | −3,933−26.4% | Reduced |
| Horizon Wealth Management, LLC | 10,900 | $285.4K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 10,784 | $282.3K | 0.01% | +1,220+12.8% | Added |
| Steele Capital Management, Inc. | 10,750 | $281.4K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10,730 | $280.9K | 0.02% | +10,730 | New |
| Jacobi Capital Management LLC | 10,565 | $276.6K | 0.02% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 10,545 | $276.1K | 0.06% | +10,545 | New |
| Main Street Financial Solutions, LLC | 10,493 | $274.7K | 0.02% | −900−7.9% | Reduced |
| Premier Path Wealth Partners, LLC | 10,464 | $273.9K | 0.04% | +10,464 | New |
| Panoramic Investment Advisors, LLC | 10,450 | $273.6K | 0.15% | 00.0% | Unchanged |
| Norden Group LLC | 10,353 | $271.0K | 0.03% | +1,342+14.9% | Added |
| Natixis Advisors, L.P. | 10,309 | $270.0K | 0.00% | +10,309 | New |
| SRS Capital Advisors, Inc. | 10,271 | $268.9K | 0.01% | −399−3.7% | Reduced |
| Maridea Wealth Management LLC | 10,207 | $267.2K | 0.04% | +10,207 | New |
| Larson Financial Group LLC | 10,182 | $266.6K | 0.01% | −1,013−9.0% | Reduced |
| Diligent Investors, LLC | 10,120 | $264.9K | 0.07% | +1,850+22.4% | Added |
| Trueblood Wealth Management, LLC | 10,090 | $264.2K | 0.10% | +90+0.9% | Added |
| Hourglass Capital, LLC | 10,000 | $261.8K | 0.06% | +10,000 | New |
| A&I Financial Services, LLC | 10,000 | $261.8K | 0.12% | +10,000 | New |
| HB Wealth Management, LLC | 9,999 | $261.8K | 0.00% | +1,125+12.7% | Added |
| Keystone Financial Services | 9,945 | $260.4K | 0.08% | −3,070−23.6% | Reduced |
| Tower Research Capital LLC (TRC) | 9,771 | $255.8K | 0.01% | −15,853−61.9% | Reduced |
| Wellington Management Group LLP | 9,723 | $254.5K | 0.00% | −7,661−44.1% | Reduced |
| Zullo Investment Group, Inc. | 9,714 | $254.3K | 0.09% | +714+7.9% | Added |
| EP Wealth Advisors, LLC | 9,707 | $254.1K | 0.00% | +9,707 | New |
| Mirabella Financial Services LLP | 9,534 | $249.6K | 0.02% | +9,534 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9,525 | $249.4K | 0.00% | +2,340+32.6% | Added |
| Frank, Rimerman Advisors LLC | 9,484 | $248.3K | 0.02% | +149+1.6% | Added |
| Cassaday & Co Wealth Management LLC | 9,400 | $246.1K | 0.01% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 11,615 | $241.0K | 0.07% | +1,132+10.8% | Added |
| Bramshill Investments, LLC | 9,000 | $235.6K | 0.01% | +9,000 | New |
| Bayesian Capital Management, LP | 9,000 | $235.6K | 0.54% | +9,000 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,970 | $234.8K | 0.00% | +8,970 | New |
| Palacios Wealth Management, LLC | 8,957 | $234.5K | 0.18% | −3,472−27.9% | Reduced |