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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

732 managers (746 13F filers) reported a position in SOFI shares at 2025-06-30, 575,459,086 shares in all. 110 filers opened a position and 82 filers sold out during the quarter.

Managers
732
13F filers
746
New
110
Added
312
Reduced
204
Sold out
82
Shares held by filers
575,459,086

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Miller Financial Services LLC128,145$2.33M2.97%+10,27913F-HRTimeline
Edgestream Partners, L.P.124,073$2.26M0.06%-274,47913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP125,291$2.26M<0.01%+22,06913F-HR/ATimelineGroup
GatePass Capital, LLC122,521$2.23M1.48%+2113F-HRTimeline
Alliance Wealth Advisors, LLC /UT122,153$2.22M0.53%+6513F-HRTimeline
D.A. DAVIDSON & CO.122,128$2.22M0.02%+79813F-HRTimeline
AXQ CAPITAL, LP120,753$2.2M0.71%-9,68113F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…118,503$2.16M<0.01%+26,16013F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding113,237$2.06M+1,705Timeline
Perennial Investment Advisors, LLC111,525$2.03M0.2%+10,80813F-HRTimeline
Capital Advisors Wealth Management, LLC110,357$2.01M0.32%-34513F-HRTimeline
BANTAMAC CAPITAL, LLC108,961$1.98M0.71%+6,23613F-HRTimeline
Beacon Pointe Advisors, LLC107,826$1.96M0.02%-23,90313F-HRTimeline
Triumph Capital Management107,325$1.95M0.59%+32,91813F-HR/ATimeline
VIRGINIA RETIREMENT SYSTEMS ET Al106,695$1.94M0.01%-21,20013F-HRTimeline
Riggs Asset Managment Co. Inc.105,350$1.92M0.47%+4,32713F-HRTimeline
Global Retirement Partners, LLC103,797$1.89M0.05%13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.102,751$1.87M0.01%+22,30713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…102,103$1.86M0.01%013F-HRTimeline
Teamwork Financial Advisors, LLC101,251$1.84M0.23%+21,00113F-HRTimeline
Scientech Research LLC100,170$1.82M0.45%new13F-HRTimeline
Headlands Technologies LLC97,356$1.77M0.21%+94,97613F-HRTimeline
IFP Advisors, Inc96,023$1.77M0.05%+4,38113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP96,802$1.76M<0.01%-1,97613F-HRTimelineGroup
Caitong International Asset Management …95,745$1.74M1.25%+95,72713F-HRTimeline
Highview Capital Management LLC/DE/95,104$1.73M0.67%+1,53113F-HRTimeline
Slow Capital, Inc.92,554$1.69M0.21%013F-HRTimeline
SG Americas Securities, LLC92,416$1.68M0.01%-64,04913F-HRTimeline
Clarus Wealth Advisors83,691$1.67M0.77%+12,75613F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC91,135$1.66M0.01%+15,72813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding90,671$1.65M+3,195Timeline
Prospera Financial Services Inc90,172$1.64M0.03%+12,80613F-HRTimeline
Composition Wealth, LLC88,471$1.61M0.03%+3,95313F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS88,216$1.61M0.07%new13F-HRTimeline
CWM, LLCin group CWM, LLC87,333$1.59M0.01%+4,93413F-HRTimelineGroup
Kovack Advisors, Inc.86,121$1.57M0.15%+9,06113F-HRTimeline
STRS OHIO85,570$1.56M0.01%+97213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…84,880$1.55M<0.01%+56,88713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.84,454$1.54M<0.01%+5,76913F-HRTimelineGroup
Fortis Group Advisors, LLC67,397$1.52M0.28%new13F-HRTimeline
Oak Thistle LLC82,105$1.5M0.22%-34,79613F-HRTimeline
Tradition Wealth Management, LLC81,449$1.48M0.12%+8,43813F-HRTimeline
HUB Investment Partners, LLC80,585$1.47M0.05%+49,67213F-HRTimeline
Atria Wealth Solutions, Inc.77,302$1.42M0.03%-126,20213F-HRTimeline
Creekmur Asset Management LLC77,815$1.42M0.25%+46,97513F-HRTimeline
NWAM LLC62,979$1.42M0.08%+4,32113F-HR/ATimeline
AlphaStar Capital Management, LLC77,086$1.4M0.1%-238,64713F-HRTimeline
River Street Advisors LLC77,032$1.4M0.6%+9,83013F-HRTimeline
Belpointe Asset Management LLC76,552$1.39M0.06%+57,26513F-HRTimeline
Matisse Capital75,310$1.37M0.65%-5,73513F-HRTimeline
HighPoint Advisor Group LLC74,144$1.35M0.07%-2213F-HRTimeline
Strategic Advocates LLC72,482$1.32M0.39%013F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.71,742$1.31M<0.01%-76,21313F-HRTimelineGroup
Caption Management, LLC71,500$1.3M0.12%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC83,756$1.29M<0.01%+16,14613F-HRTimelineGroup
Xcel Wealth Management, LLC70,540$1.28M0.37%-2,86013F-HRTimeline
Capital Markets Trading UK LLP70,370$1.28M1.46%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management70,194$1.28M0.05%-13,16713F-HRTimelineGroup
Jaffetilchin Investment Partners, LLC68,939$1.26M0.08%-9,78813F-HRTimeline
HARBOUR INVESTMENTS, INC.68,896$1.25M0.03%-1,68413F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.66,058$1.24M0.01%-30,91413F-HRTimeline
Virtue Capital Management, LLC67,944$1.24M0.23%-10,08913F-HRTimeline
XPONANCE LLC67,528$1.23M0.01%-93813F-HRTimeline
Solidarity Wealth, LLC65,661$1.2M0.28%013F-HRTimeline
Arkadios Wealth Advisors64,523$1.17M0.04%+1,11913F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…64,495$1.17M0.16%013F-HRTimelineGroup
SHELTON CAPITAL MANAGEMENT64,000$1.17M0.03%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC63,566$1.16M0.01%+22,28913F-HRTimeline
Hudock, Inc.63,295$1.15M0.19%+26213F-HRTimeline
Midwest Professional Planners, LTD.63,271$1.15M0.3%+1,49413F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.62,880$1.15M0.19%+22,17313F-HRTimeline
NorthCoast Asset Management LLC62,856$1.14M<0.01%+16,80713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management62,328$1.13M0.01%+31613F-HRTimelineGroup
Integrated Wealth Concepts LLC61,932$1.13M0.01%-36,24513F-HRTimeline
Sterling Capital Management LLC61,296$1.12M0.02%+10,74313F-HR/ATimeline
Sigma Planning Corp60,653$1.1M0.03%+15,61713F-HRTimeline
Nicholas Wealth, LLC.60,350$1.1M0.97%+1,93013F-HR/ATimeline
Aigen Investment Management, LP60,213$1.1M0.15%-7,66013F-HRTimeline
Grange Capital, LLC59,068$1.08M1.12%-24,99413F-HRTimeline
Sciencast Management LP58,537$1.07M0.22%new13F-HRTimeline
AMALGAMATED BANK58,443$1.06M0.01%-62513F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.58,300$1.06M0.45%-6,60013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …57,983$1.06M<0.01%-34113F-HRTimelineGroup
San Luis Wealth Advisors LLC58,000$1.05M0.22%-1,71613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp57,056$1.04M<0.01%-1,13013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.55,667$1.01M<0.01%-2,18513F-HRTimelineGroup
PAR CAPITAL MANAGEMENT INC55,000$1M0.03%new13F-HRTimeline
PINNACLE ASSOCIATES LTD54,693$996K0.01%-62013F-HRTimeline
MEANS INVESTMENT CO., INC.54,138$986K0.09%+5,80013F-HRTimeline
Keystone Financial Services, LLC52,332$953K0.72%+2,43013F-HRTimeline
TWO SIGMA SECURITIES, LLC51,864$944K0.12%+15,99713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…51,275$934K0.03%+38,99013F-HRTimelineGroup
Firsthand Capital Management, Inc.50,000$910K1.64%new13F-HRTimeline
Joule Financial, LLC49,576$903K0.29%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd49,563$903K0.04%+21,60713F-HRTimelineGroup
Maryland State Retirement & Pension Sys…49,415$900K0.02%013F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…49,258$897K0.43%+12,63313F-HRTimelineGroup
OMERS ADMINISTRATION Corp49,000$892K0.01%new13F-HRTimeline
DAVENPORT & Co LLC47,717$869K<0.01%-47013F-HRTimeline
Pathway Financial Advisers, LLC47,319$862K0.28%+53713F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV40,790$851K0.4%+29,53013F-HRTimeline
111 Capital46,319$843K0.15%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd46,131$840K0.07%new13F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC45,979$837K<0.01%+83613F-HR/ATimelineGroup
Polymer Capital Management (HK) LTD45,274$824K0.13%new13F-HRTimeline
Fortis Capital Advisors, LLC44,567$812K0.15%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP43,769$797K0.01%+2,37213F-HRTimelineGroup
Graham Capital Management, L.P.43,686$796K0.02%new13F-HRTimeline
Advisory Services Network, LLC33,850$764K0.01%-19,43513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS41,230$751K<0.01%+4,87713F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV41,216$751K0.04%+21,95713F-HRTimeline
AlphaQuest LLC40,859$744K0.07%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC40,546$738K0.16%+56313F-HRTimeline
Perigon Wealth Management, LLC39,290$715K0.02%-5713F-HRTimeline
Vise Technologies, Inc.39,031$711K0.03%13F-HRTimeline
Empowered Funds, LLC38,166$695K0.01%+5,04013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\37,369$680K<0.01%-5,01713F-HRTimelineGroup
Lakeshore Financial Planning, Inc.36,515$665K0.27%-17,20013F-HRTimeline
McGuire Investment Group, LLC35,950$655K0.08%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC35,909$652K<0.01%-27,57113F-HRTimelineGroup
Regal Partners Ltdin group Regal Partners Ltd34,513$628K0.05%new13F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC34,383$626K0.12%+33613F-HRTimeline
Trexquant Investment LP34,190$623K0.01%-992,30313F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…33,866$617K0.02%+3,90513F-HRTimelineGroup
Walleye Capital LLCgroup of 2 filers holding33,759$615K-1,018,993Timeline
Valeo Financial Advisors, LLC33,380$608K0.01%-36913F-HR/ATimeline
UMB Bank, n.a.33,191$604K0.01%+3613F-HR/ATimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…33,050$602K0.02%-80513F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.32,600$594K0.01%+1,56013F-HRTimelineGroup
OneDigital Investment Advisors LLC32,412$590K0.01%+2,44113F-HRTimeline
Point72 Hong Kong Ltd31,927$581K0.04%new13F-HRTimeline
Numerai GP LLC31,612$576K0.08%-47,16213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC31,463$573K0.2%-2313F-HRTimeline
Archford Capital Strategies, LLC31,369$571K0.07%-2,39613F-HRTimeline
Fortis Advisors, LLC31,300$570K0.37%013F-HRTimeline
Catalyst Funds Management Pty Ltd31,145$567K0.16%-160,15513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.31,090$566K<0.01%-7,43513F-HRTimelineGroup
Aptus Capital Advisors, LLC31,036$565K0.01%+1,06613F-HRTimeline
CIBC Asset Management Inc30,908$563K<0.01%+35013F-HRTimeline
Vinva Investment Management Ltd21,170$557K0.01%new13F-HRTimeline
PFG Investments, LLC30,427$554K0.03%-5,79813F-HRTimeline
Mayflower Financial Advisors, LLC30,415$554K0.08%+3,10013F-HRTimeline
Callan Family Office, LLC29,889$544K0.02%new13F-HRTimeline
R Squared Ltd29,484$537K0.3%new13F-HRTimeline
RPG Investment Advisory, LLC29,450$536K0.07%new13F-HRTimeline
Independent Advisor Alliance28,981$528K0.02%+2,18113F-HRTimeline
CHOREO, LLC28,847$525K0.01%+12,78313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,802$524K<0.01%new13F-HR/ATimelineGroup
KBC Group NVin group KBC Group NV28,610$521K<0.01%-16,12413F-HRTimelineGroup
Soltis Investment Advisors LLC28,436$518K0.04%+50113F-HRTimeline
Hexagon Capital Partners LLC28,307$515K0.11%-11413F-HRTimeline
First National Trust Co28,200$514K0.02%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.27,782$506K0.03%+11,67313F-HRTimeline
GREENWOOD CAPITAL ASSOCIATES LLC27,627$503K0.06%-30213F-HRTimeline
Compound Planning, Inc.27,552$502K0.02%+1,88813F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…27,012$492K<0.01%+11,09213F-HRTimelineGroup
Ring Mountain Capital, LLC22,499$491K0.3%+10,10413F-HRTimeline
Foundations Investment Advisors, LLC26,924$490K0.01%+5,22413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/26,920$490K<0.01%+5,06713F-HR/ATimelineGroup
PRAXIS INVESTMENT MANAGEMENT INC26,560$484K0.03%-5,80013F-HRTimeline
SteelPeak Wealth, LLC26,478$482K0.02%+80113F-HRTimeline
Emergent Wealth Advisors, LLC26,220$477K0.3%+1,07313F-HRTimeline
&PARTNERS25,798$470K<0.01%+88513F-HRTimeline
Orion Porfolio Solutions, LLC25,430$463K<0.01%-13,55413F-HR/ATimeline
Aldebaran Financial Inc.25,225$459K0.51%-6,40013F-HRTimeline
Ranch Capital Advisors Inc.25,171$458K0.2%new13F-HRTimeline
HOURGLASS CAPITAL, LLC25,000$455K0.11%-2,00013F-HRTimeline
MANCHESTER FINANCIAL INC24,406$444K0.09%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…24,400$444K<0.01%new13F-HRTimelineGroup
MetLife Investment Management, LLCin group MetLife Investment Management…24,348$443K<0.01%-2,20513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC24,209$441K0.01%+13,19813F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…24,109$439K0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…24,093$439K<0.01%-15513F-HRTimeline
Gladstone Institutional Advisory LLC24,052$438K0.02%-13,98513F-HRTimeline
DRW Securities, LLC24,036$438K0.03%new13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…24,034$438K0.01%new13F-HRTimelineGroup
Allworth Financial LP24,033$438K<0.01%-8,74713F-HRTimeline
Wedmont Private Capital21,493$435K0.02%+87913F-HRTimeline
Coordinated Financial Services, Inc.23,300$424K0.29%13F-HRTimeline
J.W. COLE ADVISORS, INC.23,286$424K0.01%-21013F-HRTimeline
World Investment Advisors23,220$423K0.01%-59813F-HRTimeline
Merit Financial Group, LLC22,980$418K<0.01%+4,69513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding22,603$412K+57Timeline
FOUNDERS FINANCIAL SECURITIES LLC22,572$411K0.03%+30013F-HRTimeline
TD Waterhouse Canada Inc.23,011$406K<0.01%+18,43213F-HRTimeline
SLT Holdings LLC22,181$404K0.3%+4,46813F-HRTimeline
CALTON & ASSOCIATES, INC.22,150$403K0.07%-45113F-HRTimeline
Sassicaia Capital Advisers LLC21,964$400K0.25%new13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding21,956$400K-19,749Timeline
Vident Advisory, LLCin group Vident Advisory, LLC21,843$398K<0.01%-3,34813F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC21,806$397K0.16%+19513F-HRTimeline
Carnegie Lake Advisors LLC21,700$395K0.16%013F-HRTimeline
Marshall Financial Group, LLC20,524$395K0.08%-25213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,675$395K<0.01%-1,12213F-HRTimelineGroup
one8zero8, LLC21,550$392K0.09%-50013F-HRTimeline
Probity Advisors, Inc.21,369$389K0.07%-72213F-HRTimeline
Sowell Financial Services LLC20,835$379K0.02%-1,45813F-HRTimeline
Simplicity Wealth,LLC20,708$377K0.02%-208,59513F-HRTimeline
Accuvest Global Advisors20,665$376K0.24%-3,46713F-HRTimeline
Pine Valley Investments Ltd Liability Co20,600$375K0.02%+4,60113F-HRTimeline