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 |
|---|---|---|---|---|---|
| Huntington National Bank | 1,990 | $52.1K | 0.00% | +339+20.5% | Added |
| Glen Eagle Advisors, LLC | 1,938 | $50.7K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1,902 | $49.8K | 0.00% | +303+18.9% | Added |
| ORG Partners LLC | 1,892 | $49.5K | 0.01% | +454+31.6% | Added |
| Grove Bank & Trust | 1,847 | $48.4K | 0.01% | −157−7.8% | Reduced |
| Winthrop Capital Management, LLC | 1,842 | $48.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 1,819 | $48.0K | 0.00% | +662+57.2% | Added |
| Whittier Trust Co | 1,750 | $47.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,800 | $47.1K | 0.01% | +1,100+157.1% | Added |
| Tobam | 1,734 | $45.0K | 0.01% | 00.0% | Unchanged |
| BIT Capital GmbH | 1,693 | $44.3K | 0.00% | −40,138−96.0% | Reduced |
| Cedar Wealth Management, LLC | 1,665 | $43.6K | 0.01% | +235+16.4% | Added |
| Capital Advisors, Ltd. LLC | 1,650 | $43.0K | 0.01% | +2+0.1% | Added |
| Blue Bell Private Wealth Management, LLC | 1,610 | $42.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1,505 | $39.4K | 0.00% | +36+2.5% | Added |
| Parkside Financial Bank & Trust | 1,503 | $39.3K | 0.00% | +178+13.4% | Added |
| Murphy & Mullick Capital Management Corp | 1,500 | $39.3K | 0.03% | 00.0% | Unchanged |
| BFSG, LLC | 1,500 | $39.3K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 5,166 | $38.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,447 | $37.9K | 0.00% | +116+8.7% | Added |
| Hurley Capital, LLC | 1,400 | $36.7K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1,400 | $36.7K | 0.01% | +100+7.7% | Added |
| SHP Wealth Management | 1,366 | $35.8K | 0.00% | +1,366 | New |
| Signature Resources Capital Management, LLC | 1,360 | $35.6K | 0.02% | +19+1.4% | Added |
| Bessemer Group Inc | 1,351 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1,300 | $34.0K | 0.00% | +45+3.6% | Added |
| American Capital Advisory, LLC | 1,297 | $34.0K | 0.01% | +1,064+456.7% | Added |
| Raiffeisen Bank International AG | 1,274 | $33.8K | 0.00% | +1,274 | New |
| True Wealth Design, LLC | 1,286 | $33.7K | 0.01% | −15−1.2% | Reduced |
| Aventura Private Wealth, LLC | 1,279 | $33.5K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,268 | $33.2K | 0.00% | +18+1.4% | Added |
| Strategic Investment Solutions, Inc. | 1,242 | $32.5K | 0.01% | +12+1.0% | Added |
| Golden State Wealth Management, LLC | 1,200 | $31.4K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1,195 | $31.3K | 0.01% | +1,153+2,745.2% | Added |
| Hazlett, Burt & Watson, Inc. | 1,176 | $31.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1,173 | $30.7K | 0.00% | +54+4.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,115 | $29.2K | 0.01% | +1,115 | New |
| Central Pacific Bank - Trust Division | 1,071 | $28.0K | 0.00% | +1,071 | New |
| Game Plan Financial Advisors, LLC | 1,070 | $28.0K | 0.01% | +70+7.0% | Added |
| Abound Wealth Management | 1,060 | $27.8K | 0.01% | +200+23.3% | Added |
| Reflection Asset Management | 1,052 | $27.5K | 0.02% | +1,052 | New |
| MidFirst Bank | 13,889 | $27.1K | 0.00% | +13,889 | New |
| Ancora Advisors, LLC | 1,032 | $27.0K | 0.00% | +1,032 | New |
| Bell Investment Advisors, Inc | 1,029 | $26.9K | 0.00% | +24+2.4% | Added |
| Ronald Blue Trust, Inc. | 1,012 | $26.5K | 0.00% | +878+655.2% | Added |
| Comprehensive Financial Planning, Inc. | 1,000 | $26.2K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,000 | $26.2K | 0.01% | +739+283.1% | Added |
| HighMark Wealth Management LLC | 999 | $26.2K | 0.01% | −201−16.8% | Reduced |
| WPG Advisers, LLC | 993 | $26.0K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 989 | $25.9K | 0.01% | +32+3.3% | Added |
| Hallmark Capital Management Inc | 963 | $25.2K | 0.00% | +963 | New |
| Keating Financial Advisory Services, Inc. | 949 | $24.8K | 0.00% | +949 | New |
| Salomon & Ludwin, LLC | 844 | $24.7K | 0.00% | −324−27.7% | Reduced |
| Center for Financial Planning, Inc. | 925 | $24.2K | 0.00% | +825+825.0% | Added |
| Quent Capital, LLC | 901 | $23.6K | 0.00% | +30+3.4% | Added |
| Smallwood Wealth Investment Management, LLC | 900 | $23.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 866 | $23.0K | 0.01% | −97−10.1% | Reduced |
| Matrix Trust Co | 814 | $21.0K | 0.00% | +18+2.3% | Added |
| Aviso Financial Inc. | 800 | $20.9K | 0.00% | 00.0% | Unchanged |
| Swiss Re Ltd | 800 | $20.9K | 0.00% | +800 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 800 | $20.9K | 0.00% | −1−0.1% | Reduced |
| Financial Perspectives, Inc | 775 | $20.3K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 750 | $19.6K | 0.00% | +650+650.0% | Added |
| Atlantic Private Wealth, LLC | 750 | $19.6K | 0.01% | +750 | New |
| Scarborough Advisors, LLC | 729 | $19.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 718 | $18.8K | 0.00% | +242+50.8% | Added |
| Godsey & Gibb Associates | 701 | $18.4K | 0.00% | +701 | New |
| Whittier Trust Co of Nevada Inc | 678 | $18.3K | 0.00% | +167+32.7% | Added |
| Fortitude Family Office, LLC | 691 | $18.1K | 0.00% | +25+3.8% | Added |
| Hantz Financial Services, Inc. | 687 | $18.0K | 0.00% | +620+925.4% | Added |
| DAGCO, Inc. | 681 | $17.8K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 648 | $17.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 630 | $16.5K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 624 | $16.3K | 0.00% | +124+24.8% | Added |
| NVWM, LLC | 600 | $15.7K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 600 | $15.7K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 600 | $15.7K | 0.01% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 600 | $15.7K | 0.01% | +600 | New |
| Sound Income Strategies, LLC | 600 | $15.7K | 0.00% | +400+200.0% | Added |
| Cornerstone Planning Group LLC | 632 | $15.5K | 0.00% | +605+2,240.7% | Added |
| MPWM Advisory Solutions, LLC | 580 | $15.2K | 0.01% | +500+625.0% | Added |
| Chilton Capital Management LLC | 566 | $14.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 556 | $14.6K | 0.00% | +70+14.4% | Added |
| TFC Financial Management | 516 | $13.5K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 500 | $13.1K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 500 | $13.1K | 0.00% | +500 | New |
| Alphadyne Asset Management LP | 484 | $12.7K | 0.00% | +484 | New |
| TSFG, LLC | 442 | $12.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 458 | $12.0K | 0.00% | +441+2,594.1% | Added |
| ORG Wealth Partners, LLC | 452 | $11.8K | 0.00% | +447+8,940.0% | Added |
| Silicon Valley Capital Partners | 450 | $11.8K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 438 | $11.5K | 0.01% | −438−50.0% | Reduced |
| Penserra Capital Management LLC | 450 | $11.0K | 0.00% | −68,691−99.3% | Reduced |
| Torren Management, LLC | 408 | $10.7K | 0.01% | +408 | New |
| Vision Financial Markets LLC | 400 | $10.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 400 | $10.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $10.5K | 0.00% | +100+33.3% | Added |
| Trust Co of Vermont | 397 | $10.4K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 393 | $10.0K | 0.18% | +393 | New |
| Truvestments Capital LLC | 368 | $9.63K | 0.00% | +368 | New |