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 |
|---|---|---|---|---|---|
| Integrity Wealth Solutions LLC | 8,926 | $233.7K | 0.09% | +8,926 | New |
| Pinnacle Wealth Planning Services, Inc. | 8,898 | $232.9K | 0.02% | +6+0.1% | Added |
| Strive Financial Group ,LLC | 8,811 | $230.7K | 0.12% | +8,811 | New |
| Standard Life Aberdeen plc | 8,728 | $228.5K | 0.00% | +173+2.0% | Added |
| Inceptionr LLC | 8,707 | $227.9K | 0.06% | +8,707 | New |
| XML Financial, LLC | 8,574 | $224.5K | 0.02% | +8,574 | New |
| AlphaGrep UK Ltd | 8,556 | $224.0K | 0.07% | +8,556 | New |
| Trellis Wealth Advisors LLC | 8,500 | $222.5K | 0.09% | +8,500 | New |
| South State Corp. | 8,475 | $221.9K | 0.01% | −86−1.0% | Reduced |
| Signature Equity Partners, LLC | 8,400 | $219.9K | 0.12% | +8,400 | New |
| Venture Visionary Partners LLC | 8,392 | $219.7K | 0.01% | −2,084−19.9% | Reduced |
| Sunpointe, LLC | 8,370 | $219.1K | 0.07% | −24,813−74.8% | Reduced |
| Lake Street Financial LLC | 8,368 | $219.1K | 0.03% | +390+4.9% | Added |
| Howe & Rusling Inc | 8,341 | $218.4K | 0.01% | +8,341 | New |
| Oasis Advisors, LLC | 8,318 | $217.8K | 0.12% | +8,318 | New |
| Old National Bancorp | 8,316 | $217.7K | 0.00% | −184−2.2% | Reduced |
| DLD Asset Management, LP | 8,251 | $216.0K | 0.02% | +8,251 | New |
| Redwood Wealth Management Group, LLC | 8,250 | $216.0K | 0.09% | −200−2.4% | Reduced |
| Blueshift Asset Management, LLC | 8,216 | $215.1K | 0.06% | +8,216 | New |
| Claris Financial LLC | 8,211 | $215.0K | 0.11% | +8,211 | New |
| Compass Capital Corp | 10,000 | $213.8K | 0.08% | −24,770−71.2% | Reduced |
| Quadcap Wealth Management, LLC | 8,153 | $213.4K | 0.02% | −14−0.2% | Reduced |
| Focused Alpha, LLC | 8,019 | $209.9K | 0.06% | +8,019 | New |
| SCS Capital Management LLC | 8,008 | $209.6K | 0.00% | −4,076−33.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 8,006 | $209.6K | 0.01% | +8,006 | New |
| Corsair Capital Management, L.P. | 8,002 | $209.5K | 0.03% | +20.0% | Added |
| Smith, Salley & Associates | 8,000 | $209.4K | 0.01% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 7,936 | $207.8K | 0.04% | −94,300−92.2% | Reduced |
| Nautilus Advisors LLC | 7,915 | $207.2K | 0.14% | −600−7.0% | Reduced |
| Twinbeech Capital LP | 7,867 | $206.0K | 0.01% | −330,169−97.7% | Reduced |
| Avaii Wealth Management, LLC | 7,816 | $204.6K | 0.07% | 00.0% | Unchanged |
| SIH Partners, LLLP | 7,762 | $203.2K | 0.01% | +7,762 | New |
| GAM Holding AG | 7,743 | $202.7K | 0.01% | +7,743 | New |
| Global Financial Private Client, LLC | 7,716 | $202.0K | 0.07% | −9,800−55.9% | Reduced |
| Chokshi & Queen Wealth Advisors, Inc | 7,700 | $201.6K | 0.11% | +7,700 | New |
| Tulsa Wealth Advisors, INC | 7,680 | $201.1K | 0.07% | +7,680 | New |
| Quadrant Capital Group LLC | 7,670 | $200.8K | 0.01% | +6,831+814.2% | Added |
| Ieq Capital, LLC | 7,667 | $200.7K | 0.00% | −10,336−57.4% | Reduced |
| CogentBlue Wealth Advisors, LLC | 7,646 | $200.2K | 0.14% | +7,646 | New |
| Nemes Rush Group LLC | 7,601 | $199.0K | 0.02% | −8−0.1% | Reduced |
| NBC Securities, Inc. | 7,527 | $197.1K | 0.01% | +100+1.3% | Added |
| AdvisorNet Financial, Inc | 7,213 | $188.8K | 0.01% | +7+0.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 7,000 | $186.0K | 0.00% | +7,000 | New |
| MAI Capital Management | 6,923 | $181.2K | 0.00% | +86+1.3% | Added |
| Wolff Wiese Magana LLC | 6,600 | $172.8K | 0.09% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 6,450 | $168.9K | 0.03% | +6,450 | New |
| Ossiam | 6,311 | $165.2K | 0.00% | +3,056+93.9% | Added |
| Toth Financial Advisory Corp | 6,150 | $161.0K | 0.02% | +800+15.0% | Added |
| Elyxium Wealth, LLC | 6,000 | $157.1K | 0.04% | +6,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 5,993 | $156.9K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 5,331 | $154.8K | 0.00% | +5,331 | New |
| Geneos Wealth Management Inc. | 5,325 | $139.4K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,234 | $137.0K | 0.02% | +100+1.9% | Added |
| Copia Wealth Management | 5,108 | $133.7K | 0.10% | −988−16.2% | Reduced |
| Investment Research & Advisory Group, Inc. | 5,018 | $132.1K | 0.04% | +19+0.4% | Added |
| Tidemark, LLC | 4,934 | $129.2K | 0.04% | −616−11.1% | Reduced |
| Lodestone Wealth Management LLC | 4,842 | $126.8K | 0.05% | +4,842 | New |
| Orion Capital Management LLC | 4,600 | $120.4K | 0.04% | +1,200+35.3% | Added |
| LM Advisors LLC | 3,150 | $120.3K | 2.43% | −123,353−97.5% | Reduced |
| Zions Bancorporation, National Association | 4,271 | $111.8K | 0.01% | +4,271 | New |
| Evolution Wealth Management Inc. | 4,240 | $111.0K | 0.09% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4,214 | $110.3K | 0.06% | +4,214 | New |
| Bank of New Hampshire | 4,200 | $110.0K | 0.02% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,120 | $107.9K | 0.01% | −1,365−24.9% | Reduced |
| Flagship Harbor Advisors, LLC | 4,099 | $107.3K | 0.01% | −4,752−53.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 4,046 | $105.9K | 0.00% | +114+2.9% | Added |
| Essential Partners LLC | 4,033 | $105.6K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 4,000 | $104.7K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3,702 | $96.9K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,602 | $95.7K | 0.00% | +783+27.8% | Added |
| Basecamp Wealth Advisors LLC | 3,504 | $91.7K | 0.02% | +3,504 | New |
| Atlantic Union Bankshares Corp | 3,441 | $90.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,300 | $89.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,389 | $88.7K | 0.00% | −1,196−26.1% | Reduced |
| Edmond de Rothschild Holding S.A. | 3,370 | $88.2K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 3,197 | $83.7K | 0.05% | −4,000−55.6% | Reduced |
| Banque Cantonale Vaudoise | 3,182 | $83.0K | 0.00% | +3,182 | New |
| Fifth Third Bancorp | 3,126 | $81.8K | 0.00% | +290+10.2% | Added |
| MCF Advisors LLC | 3,126 | $81.8K | 0.00% | +678+27.7% | Added |
| First Horizon Corp | 3,116 | $81.6K | 0.00% | +405+14.9% | Added |
| LRI Investments, LLC | 3,048 | $79.8K | 0.01% | +284+10.3% | Added |
| Caitlin John, LLC | 3,000 | $78.5K | 0.05% | 00.0% | Unchanged |
| CFG Wealth Management Services, Inc. | 2,901 | $75.9K | 0.07% | +2,901 | New |
| Clearstead Advisors, LLC | 2,881 | $75.4K | 0.00% | −800−21.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,880 | $75.4K | 0.02% | +503+21.2% | Added |
| Elequin Capital LP | 2,689 | $70.4K | 0.01% | +2,689 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,614 | $68.4K | 0.03% | +2,614 | New |
| Archer Investment Corp | 2,500 | $65.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 2,461 | $64.4K | 0.01% | +2,242+1,023.7% | Added |
| Hilltop National Bank | 2,432 | $63.7K | 0.02% | +456+23.1% | Added |
| N.E.W. Advisory Services LLC | 2,399 | $62.8K | 0.00% | +120+5.3% | Added |
| V-Square Quantitative Management LLC | 2,352 | $61.6K | 0.01% | +2,352 | New |
| IAG Wealth Partners, LLC | 2,311 | $60.5K | 0.01% | −150−6.1% | Reduced |
| RMG Wealth Management LLC | 4,400 | $60.4K | 0.01% | +4,400 | New |
| Vision Retirement, LLC | 2,220 | $58.1K | 0.02% | +2,220 | New |
| Bogart Wealth, LLC | 2,069 | $54.2K | 0.00% | +994+92.5% | Added |
| Assetmark, Inc | 2,044 | $53.5K | 0.00% | +771+60.6% | Added |
| Barrett & Company, Inc. | 2,000 | $52.4K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2,000 | $52.4K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 2,000 | $52.4K | 0.02% | 00.0% | Unchanged |