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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

908 managers (928 13F filers) reported a position in SOFI shares at 2026-06-30, 653,384,853 shares in all. 117 filers opened a position and 118 filers sold out during the quarter.

Managers
908
13F filers
928
New
117
Added
397
Reduced
260
Sold out
118
Shares held by filers
653,384,853

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MFG WEALTH MANAGEMENT, INC.191,016$3.42M2.45%+11,91713F-HRTimeline
Fiduciary Alliance LLC190,990$3.42M0.23%-86,82713F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…190,280$3.41M0.03%+162,43813F-HRTimelineGroup
HOURGLASS CAPITAL, LLC188,700$3.38M0.67%+18,90013F-HR/ATimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A186,799$3.35M0.01%+58,47713F-HRTimelineGroup
XPONANCE LLC183,860$3.3M0.02%+1,43413F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG183,584$3.29M0.05%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV180,172$3.23M0.01%-319,30713F-HRTimelineGroup
Empowered Funds, LLC174,961$3.14M0.02%+109,25713F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN171,111$3.07M0.01%+9,03213F-HRTimeline
Caprock Group, LLC170,937$3.07M0.06%-23,48313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.170,770$3.06M<0.01%-35713F-HRTimelineGroup
Swedbank ABin group Swedbank AB163,027$2.92M<0.01%+9,49813F-HRTimelineGroup
CMG Global Holdings, LLC156,330$2.8M1.19%-5,67413F-HRTimeline
Triumph Capital Management155,460$2.79M0.5%+15,50513F-HRTimeline
Taylor Frigon Capital Management LLC155,252$2.78M1.3%+37,23513F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.154,404$2.77M0.02%+8,44913F-HR/ATimeline
Polymer Capital Management (US) LLC153,684$2.76M0.41%+133,55813F-HRTimeline
Intellus Advisors LLC153,337$2.75M0.33%+18,30013F-HRTimeline
TRIGLAV INVESTMENTS, D.O.O.151,928$2.72M0.14%new13F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…150,238$2.69M0.01%+35,51513F-HRTimelineGroup
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.150,214$2.69M0.01%-2,728,77213F-HRTimelineGroup
Man Group plcin group Man Group plc148,143$2.66M<0.01%-936,79013F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT147,212$2.64M0.64%new13F-HRTimeline
OP Asset Management Ltd146,056$2.62M0.03%-81,35713F-HRTimeline
TUDOR INVESTMENT CORP ET AL145,484$2.61M0.01%new13F-HRTimeline
Candriam S.C.A.145,453$2.61M0.01%-54813F-HRTimeline
BURNEY CO/143,389$2.57M0.07%new13F-HRTimeline
TD Waterhouse Canada Inc.139,046$2.56M0.01%+114,65213F-HRTimeline
Illinois Municipal Retirement Fund140,864$2.53M0.03%-48,98513F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP136,376$2.45M0.16%-314,55313F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS133,675$2.4M0.04%013F-HRTimeline
NISA INVESTMENT ADVISORS, LLC130,641$2.34M0.01%-6,31613F-HRTimeline
Torrey Growth & Income Advisors130,796$2.34M0.79%+4,76913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP130,371$2.34M<0.01%-51,55013F-HR/ATimelineGroup
Soviero Asset Management, LP130,000$2.33M1.13%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV128,074$2.3M<0.01%-15,69613F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\126,572$2.27M<0.01%+14,35713F-HRTimelineGroup
Allworth Financial LP126,401$2.27M0.01%-4,01213F-HRTimeline
HighTower Advisors, LLC126,362$2.27M<0.01%+7,75513F-HRTimeline
Venture Visionary Partners LLC126,356$2.27M0.06%new13F-HRTimeline
NorthCoast Asset Management LLC125,645$2.25M0.05%+2,00013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…124,688$2.24M0.02%-4,29313F-HRTimelineGroup
Alliance Wealth Advisors, LLC /UT122,358$2.19M0.41%+11313F-HRTimeline
Eurizon Capital SGR S.p.A.121,314$2.18M0.01%+45,98513F-HRTimeline
Baker Chad R121,415$2.18M0.35%013F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC120,618$2.16M0.01%-4,71413F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…118,220$2.12M0.01%013F-HRTimeline
Baker Avenue Asset Management, LP115,400$2.07M0.04%+9513F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.114,556$2.05M<0.01%+45913F-HRTimelineGroup
Miller Financial Services LLC113,823$2.04M1.65%+14013F-HRTimeline
Arkadios Wealth Advisors113,587$2.04M0.03%+40,21713F-HRTimeline
IMA Advisory Services, Inc.113,211$2.03M0.13%+113,05713F-HRTimeline
Capital Advisors Wealth Management, LLC113,162$2.03M0.24%+2,37013F-HRTimeline
PEAK6 LLCin group PEAK6 LLC111,893$2.01M0.05%-504,71113F-HRTimelineGroup
Annex Advisory Services, LLC109,462$1.96M0.03%new13F-HRTimeline
STANCE CAPITAL LLC108,865$1.95M0.59%new13F-HRTimeline
Fortis Group Advisors, LLC108,795$1.95M0.31%+33,45113F-HRTimeline
River Street Advisors LLC107,677$1.93M0.57%+51,88513F-HRTimeline
Perennial Investment Advisors, LLC107,228$1.92M0.13%+1,48913F-HRTimeline
Catalyst Funds Management Pty Ltd107,194$1.92M0.11%+60,54913F-HRTimeline
PensionDanmark Pensionsforsikringsaktie…105,760$1.9M0.02%+5,60013F-HRTimeline
Tradition Wealth Management, LLC104,443$1.87M0.11%-54513F-HRTimeline
Clean Yield Group102,471$1.84M0.46%+4,03813F-HRTimeline
MACKENZIE FINANCIAL CORP102,008$1.83M<0.01%+2,14613F-HRTimeline
LM Advisors LLC101,459$1.82M0.21%+99,79913F-HRTimeline
Leonteq Securities AG101,166$1.81M0.11%+27,61413F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC100,977$1.81M0.58%-5,71713F-HRTimeline
GatePass Capital, LLC100,134$1.8M0.69%+3213F-HRTimeline
Ameliora Wealth Management Ltd.100,000$1.79M0.53%013F-HRTimeline
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC99,721$1.79M<0.01%+7,20813F-HRTimelineGroup
Orion Porfolio Solutions, LLC97,808$1.75M0.01%+15,26913F-HRTimeline
IFP Advisors, Inc96,742$1.73M0.03%-2,07113F-HRTimeline
Prospera Financial Services Inc96,191$1.72M0.03%+8,19913F-HRTimeline
Composition Wealth, LLC96,007$1.72M0.02%+92513F-HRTimeline
Gulf International Bank (UK) Ltd95,924$1.72M0.03%-1,87613F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC95,751$1.72M0.01%-35,24113F-HRTimelineGroup
Advisory Services Network, LLC95,098$1.71M0.02%+57,06913F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd93,137$1.67M0.11%+1,02613F-HRTimeline
Slow Capital, Inc.92,554$1.66M0.19%013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…91,778$1.65M0.03%+45313F-HRTimelineGroup
Kovack Advisors, Inc.88,436$1.63M0.08%+1,36013F-HRTimeline
Rafferty Asset Management, LLC90,071$1.61M<0.01%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.89,808$1.61M0.01%+16,74713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.89,787$1.61M0.02%+6,62113F-HRTimeline
Saudi Central Bank89,268$1.6M0.02%+42,62513F-HRTimeline
Jupiter Topco LLCin group Janus Henderson89,200$1.6M<0.01%13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS87,980$1.58M<0.01%-16,10813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC87,529$1.57M<0.01%-1,54113F-HRTimelineGroup
HUB Investment Partners, LLC87,197$1.56M0.03%+5,04513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC86,321$1.55M0.01%-8,69713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…86,190$1.55M0.03%new13F-HRTimelineGroup
Hudock, Inc.84,074$1.51M0.19%+15,18413F-HRTimeline
INTECH INVESTMENT MANAGEMENT LLC82,806$1.48M0.01%-476,44113F-HRTimeline
Investment Management Corp of Ontario81,330$1.46M0.02%-9,10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC81,145$1.45M0.03%-12,51313F-HRTimeline
STEINBERGANNA WEALTH MANAGEMENT80,450$1.44M0.59%013F-HRTimeline
Firsthand Capital Management, Inc.80,000$1.43M2.29%013F-HRTimeline
Sigma Planning Corp79,778$1.43M0.04%+15,49713F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources79,503$1.43M<0.01%-2,42613F-HRTimelineGroup
Lakeshore Financial Planning, Inc.78,427$1.41M0.45%-13,85013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management77,238$1.38M0.04%-88213F-HRTimelineGroup
EntryPoint Capital, LLC77,128$1.38M0.34%+40,36413F-HRTimeline
CENTAURUS FINANCIAL, INC.77,075$1.38M0.05%+4,70113F-HRTimeline
NWAM LLC76,564$1.37M0.07%+15,10813F-HRTimeline
TWO SIGMA SECURITIES, LLC75,115$1.35M0.12%+18,55713F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS73,601$1.32M0.01%+11,92213F-HRTimelineGroup
Woodline Partners LP72,791$1.31M<0.01%+23,32913F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …72,575$1.3M<0.01%+73013F-HR/ATimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,567$1.3M<0.01%+11,45813F-HRTimelineGroup
Belpointe Asset Management LLC72,255$1.3M0.04%+48,86513F-HRTimeline
National Pension Service71,813$1.29M<0.01%-1,748,29213F-HRTimeline
Nicholas Wealth, LLC.71,793$1.29M0.71%+22,02613F-HRTimeline
Y-Intercept (Hong Kong) Ltd70,457$1.26M0.03%new13F-HRTimeline
Fideuram Asset Management (Ireland) dac72,184$1.25M0.02%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…67,759$1.21M0.02%+56,66413F-HRTimeline
Midwest Professional Planners, LTD.67,512$1.21M0.24%-15313F-HRTimeline
Maryland State Retirement & Pension Sys…67,291$1.21M0.02%+6,34913F-HRTimeline
Solidarity Wealth, LLC65,661$1.18M0.21%013F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC65,611$1.18M0.01%-37,73413F-HRTimeline
GSA CAPITAL PARTNERS LLP65,121$1.17M0.07%-53713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP64,468$1.16M<0.01%+89913F-HRTimeline
Norris Financial Group, LLC63,617$1.14M0.45%+11,47413F-HRTimeline
Philadelphia Investment Partners, LLC63,397$1.14M0.71%-49113F-HRTimeline
Integrated Wealth Concepts LLC63,346$1.14M0.01%+9913F-HR/ATimeline
Global Retirement Partners, LLC63,124$1.13M0.02%13F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC61,796$1.11M0.05%+8,33013F-HRTimelineGroup
Fortis Capital Advisors, LLC61,051$1.09M0.12%new13F-HRTimeline
AMALGAMATED BANK60,991$1.09M0.01%-5,77013F-HRTimeline
RPG Investment Advisory, LLC60,750$1.09M0.11%+19,96013F-HRTimeline
CIBC Asset Management Inc60,263$1.08M<0.01%+2,70013F-HRTimeline
Guardian Partners Inc.in group GUARDIAN CAPITAL LP60,000$1.08M0.1%new13F-HRTimelineGroup
Connective Portfolio Management, LLC60,000$1.08M1.79%new13F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC58,099$1.06M0.01%+35,19713F-HRTimeline
Matisse Capital58,563$1.05M0.42%+12,33613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp58,367$1.05M<0.01%+1,00713F-HRTimelineGroup
PFG Investments, LLC57,961$1.04M0.04%+2,22313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…57,336$1.03M<0.01%+3,54313F-HRTimelineGroup
Elequin Capital, LP57,083$1.02M0.03%+56,13213F-HRTimeline
AlphaCore Capital LLC56,607$1.01M0.02%+20,25013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management55,563$996K0.01%+1,14713F-HRTimelineGroup
San Luis Wealth Advisors LLC55,416$994K0.15%+813F-HRTimeline
Merit Financial Group, LLC55,304$992K0.01%-3,10013F-HR/ATimeline
Axxion S.A.54,480$977K0.07%13F-HRTimeline
Soltis Investment Advisors LLC53,492$959K0.06%-15,43013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC53,347$957K0.03%013F-HRTimeline
Vise Technologies, Inc.53,069$952K0.01%+16,53913F-HRTimeline
Beacon Pointe Advisors, LLC52,919$949K<0.01%+2,01813F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC52,837$947K0.09%-3,06113F-HRTimeline
Viewpoint Capital Management LLC51,817$929K0.47%013F-HRTimeline
Keystone Financial Services, LLC51,714$927K0.56%-48713F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV51,566$925K0.68%+16,45813F-HRTimeline
MEANS INVESTMENT CO., INC.51,378$921K0.07%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP51,377$921K<0.01%+21,09213F-HRTimelineGroup
Elo Mutual Pension Insurance Co51,076$916K0.01%-71,06713F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC50,948$913K0.12%new13F-HR/ATimeline
ALLSTATE CORPin group ALLSTATE CORP50,410$904K0.01%-39,92413F-HRTimelineGroup
Pathway Financial Advisers, LLC49,491$887K0.22%-3413F-HRTimeline
Aberdeen Group plcin group Aberdeen Group plc48,912$877K<0.01%+36,74213F-HRTimelineGroup
MAI Capital Management48,807$875K<0.01%+87713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC48,180$864K0.15%+12,74513F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC47,709$855K<0.01%-7,30013F-HRTimelineGroup
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC47,231$847K<0.01%-2,55513F-HRTimelineGroup
First National Trust Co46,821$840K0.03%+7,99513F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…46,737$838K0.1%+40,70513F-HRTimelineGroup
Krilogy Financial LLC46,498$834K0.02%+6,71413F-HRTimeline
WCG Wealth Advisors LLC46,181$828K0.02%+20,20913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…45,937$824K0.02%+1,64013F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC45,656$819K0.15%new13F-HRTimeline
Osmosis Investment Management UK Ltd45,410$814K0.04%-52,43613F-HRTimeline
Quantum Portfolio Management LLC45,269$812K0.29%-9,70713F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…44,380$807K0.01%+43,10613F-HRTimelineGroup
PINNACLE ASSOCIATES LTD44,336$795K0.01%-81013F-HRTimeline
Sepio Capital, LP43,668$783K0.04%-5,05513F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…43,644$783K0.02%013F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC45,861$780K<0.01%+24,39313F-HRTimelineGroup
MANGROVE PARTNERS IM, LLC43,305$776K0.05%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…43,191$774K<0.01%+30,76913F-HRTimelineGroup
Sowell Financial Services LLC42,378$760K0.02%+4,61313F-HRTimeline
Perigon Wealth Management, LLC41,604$746K0.01%+7,34913F-HRTimeline
Lombard Odier Asset Management (Switzer…41,200$739K0.02%+9,10013F-HRTimeline
KLCM Advisors, Inc.41,196$739K0.06%+18513F-HRTimeline
VICTORY FINANCIAL GROUP, LLC41,188$739K0.08%+6,51513F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC40,503$726K0.04%new13F-HRTimeline
FLOYD FINANCIAL GROUP LLC38,708$718K0.47%-1,41413F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP39,401$706K0.17%-172,98613F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC39,288$704K0.01%-1,98913F-HRTimelineGroup
Eddie Patel Inc39,172$702K0.42%+8,04813F-HRTimeline
Compound Planning, Inc.38,730$694K0.02%+13313F-HRTimeline
CIBC WORLD MARKET INC.38,674$693K<0.01%+24,14913F-HRTimeline
Patriot Financial Group Insurance Agenc…38,405$689K0.07%-27,92713F-HRTimeline
Twin Tree Management, LP37,916$680K0.11%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…37,832$678K0.02%+33,44513F-HRTimelineGroup
Valeo Financial Advisors, LLC36,716$658K0.01%+2,24013F-HRTimeline
Rathbones Group PLC36,246$650K<0.01%+16,15013F-HRTimeline
North Dakota State Investment Board36,055$646K0.03%+1,00813F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …35,744$639K0.02%-4,22113F-HRTimelineGroup
Nikulski Financial, Inc.35,595$638K0.14%-46513F-HRTimeline
Groupe la Francaisein group Groupe la Francaise35,170$631K0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC34,611$621K0.01%-2,01013F-HRTimeline