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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

701 managers (717 13F filers) reported a position in SOFI shares at 2025-03-31, 521,234,570 shares in all. 122 filers opened a position and 105 filers sold out during the quarter.

Managers
701
13F filers
717
New
122
Added
288
Reduced
198
Sold out
105
Shares held by filers
521,234,570

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Capital Advisors Wealth Management, LLC110,702$1.29M0.23%-1,18513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP103,222$1.2M<0.01%+15,60413F-HRTimelineGroup
BANTAMAC CAPITAL, LLC102,725$1.19M0.57%-9,19313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…102,103$1.19M0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.101,023$1.17M0.34%+100,98413F-HRTimeline
Perennial Investment Advisors, LLC100,717$1.17M0.13%-1,29013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP98,778$1.15M<0.01%-19213F-HRTimelineGroup
Integrated Wealth Concepts LLC98,177$1.14M0.01%+11,68913F-HRTimeline
Fiduciary Alliance LLC96,944$1.13M0.11%new13F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.96,972$1.12M0.01%new13F-HRTimeline
Kemnay Advisory Services Inc.94,356$1.1M0.21%new13F-HRTimeline
Highview Capital Management LLC/DE/93,573$1.09M0.46%+18,79113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC92,974$1.08M0.02%+30,96013F-HRTimelineGroup
Slow Capital, Inc.92,554$1.08M0.14%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC92,312$1.07M0.06%+2,88213F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…92,343$1.07M<0.01%+39,77913F-HRTimelineGroup
IFP Advisors, Inc91,642$1.07M0.03%-11,91913F-HRTimeline
Quantessence Capital LLC88,605$1.03M0.26%+36,57913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC88,155$1.03M0.06%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding87,476$1.02M-64,660Timeline
HighPoint Advisor Group LLC74,166$984K0.06%-79513F-HRTimeline
STRS OHIO84,598$984K<0.01%+9,82513F-HRTimeline
Composition Wealth, LLC84,518$983K0.02%-9,91313F-HRTimeline
Grange Capital, LLC84,062$978K1.14%-45,77313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management83,361$969K0.03%+3,98513F-HRTimelineGroup
OCCUDO QUANTITATIVE STRATEGIES LP81,416$965K0.13%new13F-HRTimeline
CWM, LLCin group CWM, LLC82,399$958K<0.01%+1,61313F-HRTimelineGroup
Matisse Capital81,045$943K0.5%-77513F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.80,444$936K0.01%+5,68813F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\80,296$934K<0.01%-636,84713F-HRTimelineGroup
Teamwork Financial Advisors, LLC80,250$933K0.13%new13F-HRTimeline
DANSKE BANK A/S80,108$932K<0.01%+18,81213F-HRTimeline
Numerai GP LLC78,774$916K0.17%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC78,727$916K0.07%+40713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.78,685$915K<0.01%-2,15213F-HRTimelineGroup
Virtue Capital Management, LLC78,033$908K0.11%+14,29213F-HRTimeline
Prospera Financial Services Inc77,366$900K0.02%+6,39113F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDgroup of 2 filers holding77,203$898K+57,205Timeline
Kovack Advisors, Inc.77,060$896K0.09%+11,42313F-HRTimeline
Centiva Capital, LP76,435$889K0.05%-57,48713F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC75,407$877K0.01%-110,27013F-HRTimelineGroup
COOKSON PEIRCE & CO INC74,829$870K0.04%+35,43213F-HRTimeline
Triumph Capital Management74,407$865K0.29%+4,96113F-HRTimeline
Xcel Wealth Management, LLC73,400$854K0.27%+1,68013F-HRTimeline
Tradition Wealth Management, LLC73,011$849K0.07%+9,94613F-HRTimeline
Portman Square Capital LLP72,526$843K0.12%new13F-HRTimeline
Strategic Advocates LLC72,482$843K0.29%+21013F-HRTimeline
Caption Management, LLC71,500$832K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.70,580$821K0.02%+2,46313F-HRTimeline
Clarus Wealth Advisors70,935$808K0.43%new13F-HRTimeline
Sanctuary Advisors, LLC69,187$805K0.01%+31,55313F-HRTimeline
XPONANCE LLC68,466$796K0.01%+3,92513F-HRTimeline
Aigen Investment Management, LP67,873$789K0.13%+49,79713F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC67,610$786K<0.01%+15,13613F-HRTimelineGroup
Alta Wealth Advisors LLC67,219$782K0.36%-3,50013F-HRTimeline
River Street Advisors LLC67,202$782K0.39%+4,17913F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding63,958$776K-5,410Timeline
Solidarity Wealth, LLC65,661$764K0.19%013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.64,900$755K0.35%-5,30013F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,495$750K0.12%013F-HRTimelineGroup
Arkadios Wealth Advisors63,404$737K0.03%+1,09213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC63,480$737K<0.01%+43,83113F-HRTimelineGroup
GSA CAPITAL PARTNERS LLP63,349$737K0.07%new13F-HRTimeline
Hudock, Inc.63,033$733K0.13%-3,88113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,012$721K0.01%-1,12513F-HRTimelineGroup
Midwest Professional Planners, LTD.61,777$718K0.22%+7,49913F-HRTimeline
BLAIR WILLIAM & CO/IL61,726$718K<0.01%+36,49613F-HRTimeline
AMALGAMATED BANK59,068$687K0.01%+2,05113F-HRTimeline
San Luis Wealth Advisors LLC59,716$685K0.15%-61813F-HR/ATimeline
NWAM LLC58,658$682K0.06%+14,02313F-HRTimeline
Nicholas Wealth, LLC.58,420$679K0.71%new13F-HR/ATimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …58,324$678K<0.01%-161,39413F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp58,186$677K<0.01%+5,27413F-HRTimelineGroup
PINNACLE ASSOCIATES LTD55,313$643K0.01%+13,14013F-HRTimeline
Lakeshore Financial Planning, Inc.53,715$625K0.26%-16,00013F-HRTimeline
Advisory Services Network, LLC53,285$620K0.01%+2,46013F-HRTimeline
Sterling Capital Management LLC50,553$588K0.01%-4,97313F-HRTimeline
Integrated Advisors Network LLC50,524$588K0.03%+75013F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC50,000$582K0.13%+25,00013F-HRTimeline
Keystone Financial Services, LLC49,902$580K0.49%+32,04613F-HRTimeline
Maryland State Retirement & Pension Sys…49,415$575K0.01%-9,48713F-HRTimeline
Allianz SEgroup of 2 filers holding48,516$564K+8,916Timeline
MEANS INVESTMENT CO., INC.48,338$562K0.06%-2,71413F-HRTimeline
DAVENPORT & Co LLC48,187$560K<0.01%-3,89813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.57,852$550K<0.01%-2,68213F-HRTimelineGroup
Bayesian Capital Management, LP47,202$549K0.09%new13F-HRTimeline
Pathway Financial Advisers, LLC46,782$544K0.19%-1,71513F-HRTimeline
NorthCoast Asset Management LLC46,049$536K<0.01%+19,23613F-HR/ATimeline
Illinois Municipal Retirement Fund45,512$529K0.01%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC45,143$525K<0.01%+24113F-HRTimelineGroup
Sigma Planning Corp45,036$524K0.02%+1,63413F-HRTimeline
KBC Group NVin group KBC Group NV44,734$520K<0.01%+4,01913F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\42,386$493K<0.01%+11,03113F-HRTimelineGroup
Bayforest Capital Ltd42,130$490K0.21%new13F-HR/ATimeline
Meeder Advisory Services, Inc.group of 2 filers holding41,705$485K+4,041Timeline
GF FUND MANAGEMENT CO. LTD.41,704$485K0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP41,397$481K0.01%-4913F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC41,277$480K<0.01%+3,49713F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.40,707$473K0.07%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC39,983$465K0.11%+42813F-HRTimeline
Perigon Wealth Management, LLC39,347$458K0.01%-96013F-HRTimeline
Orion Porfolio Solutions, LLC38,984$453K<0.01%+3,49113F-HRTimeline
Orion Portfolio Solutions, LLC38,984$453K<0.01%+3,49113F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,525$448K<0.01%-5,06413F-HRTimelineGroup
Gladstone Institutional Advisory LLC38,037$442K0.02%-29013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…36,625$426K0.18%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS36,353$423K<0.01%-2,10013F-HRTimeline
PFG Investments, LLC36,225$421K0.03%-11,40013F-HRTimeline
McGuire Investment Group, LLC35,950$418K0.06%013F-HRTimeline
TWO SIGMA SECURITIES, LLC35,867$417K0.06%+18,83613F-HRTimeline
Allworth Financial LP32,780$404K<0.01%-57,47613F-HRTimeline
EARNED WEALTH ADVISORS, LLC34,047$396K0.09%new13F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,855$394K0.02%-5,37513F-HRTimelineGroup
Archford Capital Strategies, LLC33,765$393K0.06%-413F-HRTimeline
Valeo Financial Advisors, LLC33,749$392K0.01%+3,21913F-HRTimeline
SHERBROOKE PARK ADVISERS LLC33,165$386K0.18%new13F-HRTimeline
UMB Bank, n.a.33,155$386K0.01%-7,48913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Empowered Funds, LLC33,126$385K0.01%+1,63113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC32,360$376K0.03%013F-HRTimeline
Aldebaran Financial Inc.31,625$368K0.45%-21513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC31,486$366K0.14%+45013F-HRTimeline
Fortis Advisors, LLC31,300$364K0.24%-13,25013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.31,040$361K0.01%-44,52913F-HRTimelineGroup
HUB Investment Partners, LLC30,913$360K0.01%+1,13813F-HRTimeline
Creekmur Asset Management LLC30,840$359K0.08%+2,12513F-HRTimeline
CIBC Asset Management Inc30,558$355K<0.01%+56113F-HRTimeline
Cannon Global Investment Management, LLC30,000$349K0.96%-5,00013F-HRTimeline
OneDigital Investment Advisors LLC29,971$349K<0.01%+5,29213F-HRTimeline
Aptus Capital Advisors, LLC29,970$349K<0.01%-3,52613F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,961$348K0.01%-16,75813F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC29,955$348K0.01%new13F-HRTimeline
Lauer Wealth, LLC25,057$333K0.26%-26,10013F-HRTimeline
Hexagon Capital Partners LLC28,421$331K0.06%-2,56513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…27,993$326K<0.01%+3,98013F-HRTimelineGroup
XTX Topco Ltdin group XTX Topco Ltd27,956$325K0.02%+4,30513F-HRTimelineGroup
Soltis Investment Advisors LLC27,935$325K0.03%-15,94513F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC27,929$325K0.04%new13F-HRTimeline
Mayflower Financial Advisors, LLC27,315$318K0.05%+13,75013F-HRTimeline
Pallas Capital Advisors LLC27,241$317K0.01%-2,96013F-HRTimeline
Mach-1 Financial Group, LLC27,168$316K0.09%new13F-HRTimeline
HOURGLASS CAPITAL, LLC27,000$314K0.08%-13,00013F-HRTimeline
Independent Advisor Alliance26,800$312K0.01%+9,61413F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…26,553$309K<0.01%+61613F-HRTimelineGroup
Gainplan LLC26,193$305K0.2%new13F-HRTimeline
Coordinated Financial Services, Inc./CO25,700$299K0.23%13F-HRTimeline
SteelPeak Wealth, LLC25,677$299K0.01%-7,38213F-HRTimeline
Compound Planning, Inc.25,664$298K0.01%+4,44413F-HRTimeline
Armstrong, Fleming & Moore, Inc25,575$297K0.36%new13F-HRTimeline
&PARTNERS24,913$295K<0.01%+6,20013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC22,272$294K0.02%-5,50013F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC25,191$293K<0.01%+12,33213F-HRTimelineGroup
Emergent Wealth Advisors, LLC25,147$292K0.21%+13,56713F-HRTimeline
Freestone Grove Partners LP25,109$292K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC24,773$288K<0.01%new13F-HRTimelineGroup
MANCHESTER FINANCIAL INC24,406$284K0.06%+1,00013F-HRTimeline
Steward Partners Investment Advisory, L…24,248$282K<0.01%-82313F-HRTimeline
Accuvest Global Advisors24,132$281K0.24%new13F-HRTimeline
Prime Capital Investment Advisors, LLC23,940$278K<0.01%new13F-HRTimeline
World Investment Advisors23,818$277K0.01%+1,48813F-HRTimeline
Geneos Wealth Management Inc.23,771$276K<0.01%+12,21613F-HRTimeline
J.W. COLE ADVISORS, INC.23,496$273K0.01%+11,45413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,797$265K<0.01%-39,74913F-HRTimelineGroup
CALTON & ASSOCIATES, INC.22,601$263K0.06%+4,75113F-HR/ATimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,546$262K+569Timeline
Sowell Financial Services LLC22,293$259K0.01%new13F-HRTimeline
Greenland Capital Management LP22,120$257K0.04%new13F-HRTimeline
Probity Advisors, Inc.22,091$257K0.05%-83413F-HRTimeline
NFSG Corp22,059$257K0.06%-4,66813F-HRTimeline
one8zero8, LLC22,050$256K0.06%013F-HRTimeline
Versor Investments LP21,900$255K0.04%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/21,853$254K<0.01%-7,82513F-HRTimelineGroup
Foundations Investment Advisors, LLC21,700$252K<0.01%+4,22513F-HRTimeline
Carnegie Lake Advisors LLC21,700$252K0.1%+60013F-HRTimeline
WEALTHSPAN PARTNERS, LLC21,611$251K0.12%+1,85013F-HRTimeline
SIGNATUREFD, LLC21,476$250K<0.01%+1,24613F-HRTimeline
Concorde Asset Management, LLC21,230$242K0.13%-1,86013F-HRTimeline
Marshall Financial Group, LLC20,776$242K0.05%+71613F-HRTimeline
Belpointe Asset Management LLC19,287$224K0.01%-15,72613F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV19,259$224K0.03%+50613F-HRTimeline
Traynor Capital Management, Inc.19,255$224K0.02%-9,98713F-HRTimeline
Wedmont Private Capital20,614$221K0.01%+2,29913F-HRTimeline
Evolution Wealth Advisors, LLC18,915$220K0.04%+3,68513F-HRTimeline
Newman Dignan & Sheerar, Inc.18,868$219K0.06%+2,09513F-HR/ATimeline
Pointe Capital Management LLC18,490$215K0.13%013F-HRTimeline
Merit Financial Group, LLC18,285$213K<0.01%-12,88713F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …18,235$212K0.01%new13F-HRTimelineGroup
AE Wealth Management LLC18,106$211K<0.01%+3,10513F-HRTimeline
NWF Advisory Services Inc.18,100$211K0.03%new13F-HRTimeline
Global Assets Advisory, LLC19,355$210K0.04%new13F-HRTimeline
Leonteq Securities AG18,000$209K0.02%-2,90013F-HRTimeline
SLT Holdings LLC17,713$206K0.19%+3,55013F-HRTimeline
Adams Wealth Management17,333$201K0.04%new13F-HRTimeline
CacheTech Inc.17,333$201K0.04%new13F-HRTimeline
VERUS CAPITAL PARTNERS, LLC17,190$200K0.02%-2,19013F-HR/ATimeline
CIBC WORLD MARKET INC.17,074$199K<0.01%-14613F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC17,105$197K<0.01%+4,10013F-HRTimelineGroup
Bensler, LLC16,850$196K0.02%-29013F-HRTimeline
SIG BROKERAGE, LP16,798$195K0.06%new13F-HRTimeline
Cooper Financial Group16,775$195K0.03%+36913F-HRTimeline
Clay Northam Wealth Management, LLC16,665$194K0.14%+1,32913F-HRTimeline