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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

691 managers (705 13F filers) reported a position in SOFI shares at 2024-12-31, 524,142,540 shares in all. 113 filers opened a position and 81 filers sold out during the quarter.

Managers
691
13F filers
705
New
113
Added
212
Reduced
223
Sold out
81
Shares held by filers
524,142,540

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…102,103$1.57M0.01%013F-HRTimeline
Perennial Investment Advisors, LLC102,007$1.57M0.19%+9,10313F-HRTimeline
BURNEY CO/101,679$1.57M0.06%-79,68013F-HRTimeline
GatePass Capital, LLC101,000$1.56M1.7%13F-HRTimeline
HBK INVESTMENTS L P100,000$1.54M0.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SPX Gestao de Recursos Ltdain group SPX Gestao de Recursos Ltda100,000$1.54M0.23%new13F-HRTimelineGroup
Engineers Gate Manager LP99,359$1.53M0.03%-247,41413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP98,970$1.52M<0.01%-40,17313F-HRTimelineGroup
Composition Wealth, LLC94,431$1.45M0.03%+10,08113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…94,116$1.45M0.03%new13F-HRTimelineGroup
Quantinno Capital Management LP93,749$1.44M0.01%-123,32313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…92,981$1.43M0.04%-11,22213F-HRTimelineGroup
Quantbot Technologies LP92,081$1.42M0.05%+83,56213F-HRTimeline
CMG Global Holdings, LLC78,946$1.39M0.77%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC89,430$1.38M0.07%-120,34813F-HRTimelineGroup
Rakuten Securities, Inc.88,967$1.37M0.54%new13F-HRTimeline
WOLVERINE TRADING, LLC87,572$1.37M0.03%-233,26813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP87,618$1.35M<0.01%-11,10413F-HRTimelineGroup
Integrated Wealth Concepts LLC86,488$1.33M0.02%+52,02113F-HRTimeline
Creative Planningin group Creative Planning82,293$1.27M<0.01%-69,73713F-HRTimelineGroup
Matisse Capital81,820$1.26M0.64%-5,21813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.80,837$1.24M<0.01%+7,97613F-HRTimelineGroup
CWM, LLCin group CWM, LLC80,786$1.24M0.01%-18,17013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management79,376$1.22M0.04%+5,59413F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC78,320$1.21M0.09%+21,29713F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.75,569$1.16M0.01%new13F-HR/ATimelineGroup
Highview Capital Management LLC/DE/74,782$1.15M0.44%new13F-HR/ATimeline
STRS OHIO74,773$1.15M<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.74,756$1.15M0.01%-18,94313F-HRTimeline
HANSEATIC MANAGEMENT SERVICES INC72,453$1.12M1.42%new13F-HRTimeline
Strategic Advocates LLC72,272$1.11M0.38%-2613F-HRTimeline
HighPoint Advisor Group LLC74,961$1.11M0.06%+4,26813F-HRTimeline
Xcel Wealth Management, LLC71,720$1.1M0.31%-30013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …71,099$1.09M0.05%new13F-HRTimelineGroup
Prospera Financial Services Inc70,975$1.09M0.03%-24,98813F-HRTimeline
Alta Wealth Advisors LLC70,719$1.09M0.48%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.70,200$1.08M0.49%-47,80013F-HRTimeline
Lakeshore Financial Planning, Inc.69,715$1.07M0.46%-23,09813F-HRTimeline
Triumph Capital Management69,446$1.07M0.37%-315,74413F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding69,368$1.07M-8,914Timeline
HARBOUR INVESTMENTS, INC.68,117$1.05M0.03%+6,01813F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd67,039$1.03M0.09%013F-HRTimelineGroup
Hudock, Inc.66,914$1.03M0.18%-1,45813F-HRTimeline
Persistent Asset Partners Ltd64,600$1.02M0.87%13F-HRTimeline
Solidarity Wealth, LLC65,661$1.01M0.26%013F-HRTimeline
Kovack Advisors, Inc.65,637$1.01M0.1%-14,90313F-HRTimeline
Avanza Fonder AB65,427$1.01M0.03%13F-HRTimeline
XPONANCE LLC64,541$994K0.01%+10,44413F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,495$993K0.14%013F-HRTimelineGroup
Virtue Capital Management, LLC63,741$982K0.2%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO63,206$973K<0.01%+7,88413F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management63,137$972K0.01%+2,26813F-HRTimelineGroup
Tradition Wealth Management, LLC63,065$971K0.09%+5,53213F-HRTimeline
River Street Advisors LLC63,023$971K0.5%+5,65413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP62,546$963K<0.01%-31,64713F-HRTimelineGroup
Arkadios Wealth Advisors62,312$960K0.05%+1,78113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC62,014$955K0.02%new13F-HRTimelineGroup
DANSKE BANK A/S61,296$944K<0.01%+47,19613F-HRTimeline
San Luis Wealth Advisors LLC60,334$919K0.17%+8913F-HRTimeline
Maryland State Retirement & Pension Sys…58,902$907K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.60,534$881K<0.01%+68513F-HRTimelineGroup
AMALGAMATED BANK57,017$878K0.01%013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC56,710$873K0.01%-17,79013F-HRTimelineGroup
Sterling Capital Management LLC55,526$855K0.01%+19,49313F-HRTimeline
Parallax Volatility Advisers, L.P.55,028$847K0.02%-227,76013F-HRTimeline
Midwest Professional Planners, LTD.54,278$836K0.25%new13F-HRTimeline
MANGROVE PARTNERS IM, LLC54,106$833K0.1%new13F-HRTimeline
Total Wealth Planning & Management, Inc.53,319$821K0.81%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp52,912$815K<0.01%+7,33013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…52,564$809K<0.01%+2,77413F-HRTimelineGroup
Maridea Wealth Management LLC52,096$802K0.26%13F-HRTimeline
DAVENPORT & Co LLC52,085$802K<0.01%-2,023,03613F-HRTimeline
Quantessence Capital LLC52,026$801K0.33%13F-HRTimeline
MEANS INVESTMENT CO., INC.51,052$786K0.08%+16813F-HRTimeline
Advisory Services Network, LLC50,825$783K0.01%-9,45113F-HRTimeline
Integrated Advisors Network LLC49,774$767K0.04%-2,59913F-HRTimeline
Global Retirement Partners, LLC49,586$764K0.02%+2,98413F-HRTimeline
Scientech Research LLC49,521$763K0.22%-143,40013F-HRTimeline
Hobbs Group Advisors, LLC49,000$755K0.28%013F-HRTimeline
Pathway Financial Advisers, LLC48,497$747K0.25%-1,63213F-HRTimeline
PFG Investments, LLC47,625$733K0.05%-5,42013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC52,474$725K<0.01%-18,13913F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…46,719$719K0.02%-3,87513F-HRTimelineGroup
Lauer Wealth, LLC51,157$710K0.47%-27,52013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC44,902$691K<0.01%-57313F-HRTimelineGroup
NWAM LLC44,635$687K0.04%+4,53113F-HRTimeline
Fortis Advisors, LLC44,550$686K0.45%013F-HRTimeline
Soltis Investment Advisors LLC43,880$676K0.06%-72,37213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.43,589$671K0.01%-23,63513F-HRTimelineGroup
Sigma Planning Corp43,402$668K0.02%+47313F-HRTimeline
Perigon Wealth Management, LLC40,307$657K0.02%+2,04713F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC42,392$653K0.01%+1,61413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD42,173$649K0.01%new13F-HRTimeline
RFG Advisory, LLC41,931$646K0.02%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP41,446$638K0.01%+5,47513F-HR/ATimelineGroup
KBC Group NVin group KBC Group NV40,715$627K<0.01%+13,68313F-HRTimelineGroup
UMB Bank, n.a.40,644$626K0.01%+9,40713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sanctuary Advisors, LLC37,634$619K<0.01%-2,34713F-HRTimeline
HOURGLASS CAPITAL, LLC40,000$616K0.17%-25,00013F-HRTimeline
Allianz Asset Management GmbHin group Allianz SE39,600$610K<0.01%-44,90013F-HRTimelineGroup
DRIVE WEALTH MANAGEMENT, LLC39,555$609K0.15%+20513F-HRTimeline
COOKSON PEIRCE & CO INC39,397$607K0.03%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…39,230$604K0.02%+8,63013F-HRTimelineGroup
Mandatum Life Insurance Co Ltd38,972$600K0.18%+25,10013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS38,453$592K<0.01%+8,81413F-HRTimeline
Gladstone Institutional Advisory LLC38,327$590K0.03%-21,78313F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC37,780$582K<0.01%+20,70513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding37,664$580K+26,812Timeline
EntryPoint Capital, LLC37,535$578K0.24%-5,26913F-HRTimeline
Walkner Condon Financial Advisors LLC36,355$560K0.11%+2,73513F-HRTimeline
McGuire Investment Group, LLC35,950$554K0.08%013F-HRTimeline
Orion Porfolio Solutions, LLC35,493$547K0.01%+13,90813F-HRTimeline
Orion Portfolio Solutions, LLC35,493$547K0.01%+13,90813F-HRTimeline
Cannon Global Investment Management, LLC35,000$539K1.33%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd34,753$535K0.04%new13F-HRTimelineGroup
Archford Capital Strategies, LLC33,769$520K0.08%+7013F-HRTimeline
Aptus Capital Advisors, LLC33,496$516K0.01%-221,14313F-HRTimeline
SteelPeak Wealth, LLC33,059$509K0.02%+13,59413F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC32,360$498K0.03%new13F-HRTimeline
Aldebaran Financial Inc.31,840$498K0.58%-3,76013F-HRTimeline
Sciencast Management LP32,026$493K0.14%new13F-HRTimeline
Empowered Funds, LLC31,495$485K0.01%-9,78213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\31,355$483K<0.01%-2013F-HRTimelineGroup
Merit Financial Group, LLC31,172$480K0.01%+12,38313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC31,036$478K0.19%-2,50013F-HRTimeline
Hexagon Capital Partners LLC30,986$477K0.09%-6,10213F-HRTimeline
Valeo Financial Advisors, LLC30,530$470K0.01%+2,35413F-HRTimeline
Pallas Capital Advisors LLC30,201$465K0.02%+16,08413F-HRTimeline
Connective Portfolio Management, LLC30,120$464K0.69%new13F-HRTimeline
CIBC Asset Management Inc29,997$462K<0.01%+1,58813F-HRTimeline
HUB Investment Partners, LLC29,775$459K0.02%-1,33413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/29,678$457K<0.01%-43,28413F-HRTimelineGroup
AXQ CAPITAL, LP29,643$457K0.21%new13F-HRTimeline
Traynor Capital Management, Inc.29,242$450K0.03%-1,34613F-HRTimeline
Guerra Advisors Inc28,915$445K0.25%13F-HRTimeline
SeaCrest Wealth Management, LLC28,892$445K0.05%+2,40013F-HRTimeline
Trueblood Wealth Management, LLC28,824$444K0.22%013F-HRTimeline
Creekmur Asset Management LLC28,715$442K0.1%+28,31913F-HRTimeline
111 Capital28,438$438K0.09%13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC27,772$428K0.04%-78813F-HRTimeline
IEQ CAPITAL, LLC27,289$420K<0.01%-5,30313F-HRTimeline
NorthCoast Asset Management LLC26,813$413K<0.01%-21,86813F-HR/ATimeline
NFSG Corp26,727$412K0.11%-20,24313F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd26,481$408K0.05%+10,00313F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…25,937$399K<0.01%+47713F-HRTimelineGroup
Oak Thistle LLC25,725$396K0.12%-9,96213F-HRTimeline
BLAIR WILLIAM & CO/IL25,230$389K<0.01%+7,73013F-HRTimeline
Coordinated Financial Services, Inc.25,100$387K0.3%13F-HRTimeline
Steward Partners Investment Advisory, L…25,071$386K<0.01%-6,40013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC25,000$385K<0.01%new13F-HRTimelineGroup
Evercore Wealth Management, LLC25,000$385K0.01%013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC25,000$385K0.08%-15,00013F-HRTimeline
OneDigital Investment Advisors LLC24,679$380K<0.01%+18113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,013$370K<0.01%+1,74013F-HRTimelineGroup
Good Life Advisors, LLC23,913$368K0.03%-2,87813F-HRTimeline
M Holdings Securities, Inc.23,795$366K0.06%new13F-HR/ATimeline
XTX Topco Ltdin group XTX Topco Ltd23,651$364K0.03%new13F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…23,504$362K<0.01%new13F-HRTimelineGroup
MANCHESTER FINANCIAL INC23,406$360K0.08%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…23,380$360K0.01%-51,89213F-HRTimelineGroup
Concorde Asset Management, LLC23,090$356K0.19%+6,24513F-HRTimeline
Probity Advisors, Inc.22,925$353K0.07%-1,64513F-HRTimeline
Y-Intercept (Hong Kong) Ltd22,711$350K0.02%-220,88713F-HRTimeline
World Investment Advisors22,330$344K0.01%+58513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC22,300$343K0.03%013F-HRTimeline
one8zero8, LLC22,050$340K0.07%13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding21,977$338K+1,894Timeline
Pine Valley Investments Ltd Liability Co21,935$338K0.02%-11,10013F-HRTimeline
COMERICA BANK21,841$336K<0.01%-4,68713F-HR/ATimeline
Independent Wealth Network Inc.21,764$335K0.14%-57213F-HRTimeline
Yeomans Consulting Group, Inc.21,684$334K0.13%new13F-HRTimeline
Compound Planning, Inc.21,220$327K0.02%-33,04613F-HRTimeline
Carnegie Lake Advisors LLC21,100$325K0.13%-4,45013F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding21,050$324K-6,000Timeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.21,000$323K<0.01%new13F-HRTimelineGroup
Leonteq Securities AG20,900$322K0.03%+10,90013F-HRTimeline
HAP Trading, LLC20,642$318K0.11%new13F-HRTimeline
Qsemble Capital Management, LP20,315$313K0.04%-97,96413F-HRTimeline
SIGNATUREFD, LLC20,230$312K0.01%-9,58413F-HRTimeline
CHOREO, LLC19,853$310K<0.01%+2,69613F-HRTimeline
Marshall Financial Group, LLC20,060$309K0.07%-48313F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding19,998$308K+16,698Timeline
Cassaday & Co Wealth Management LLC19,900$306K0.01%+9,90013F-HRTimeline
WEALTHSPAN PARTNERS, LLC19,761$304K0.15%+2,64513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…19,643$303K0.01%+11,21213F-HRTimelineGroup
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC19,649$301K<0.01%+9,53913F-HRTimelineGroup
VERUS CAPITAL PARTNERS, LLC19,380$298K0.03%+36213F-HR/ATimeline
Axim Planning & Wealth19,312$297K0.32%-13,60613F-HRTimeline
DRW Securities, LLC19,080$294K0.02%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV18,753$289K0.04%-14113F-HRTimeline
Mirador Capital Partners LP18,601$286K0.05%new13F-HRTimeline
Pointe Capital Management LLC18,490$285K0.16%013F-HR/ATimeline
WEST MICHIGAN ADVISORS, LLC18,438$284K0.09%new13F-HRTimeline
Catalyst Funds Management Pty Ltd18,300$282K0.07%new13F-HRTimeline
Belpointe Asset Management LLC35,013$280K0.02%-17313F-HRTimeline
Aigen Investment Management, LP18,076$278K0.05%new13F-HRTimeline
&PARTNERS18,713$278K<0.01%+53613F-HRTimeline
Balboa Wealth Partners17,997$277K0.06%+7,54713F-HRTimeline
Keystone Financial Services, LLC17,856$275K0.25%13F-HRTimeline
CALTON & ASSOCIATES, INC.17,850$275K0.12%-22,59013F-HRTimeline