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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

987 managers (1,006 13F filers) reported a position in SOFI shares at 2025-12-31, 700,227,790 shares in all. 135 filers opened a position and 89 filers sold out during the quarter.

Managers
987
13F filers
1,006
New
135
Added
431
Reduced
238
Sold out
89
Shares held by filers
700,227,790

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
RFG Advisory, LLC179,901$4.71M0.09%+1,14813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources178,358$4.67M<0.01%+76,75913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP175,188$4.59M<0.01%+46,50013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC174,365$4.56M0.03%+42,90513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA170,741$4.47M0.89%-58913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.170,153$4.45M0.05%-3,85113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC166,866$4.37M0.1%+80313F-HRTimeline
Wealthfront Advisers LLC166,634$4.36M0.01%+18,67213F-HRTimeline
Kessler Investment Group, LLC161,829$4.24M1.78%+2,87113F-HRTimeline
NISA INVESTMENT ADVISORS, LLC161,611$4.23M0.01%+14,78613F-HRTimeline
1832 Asset Management L.P.160,600$4.2M0.01%new13F-HRTimeline
Warm Springs Advisors Inc.160,000$4.19M3.24%013F-HRTimeline
Elo Mutual Pension Insurance Co154,509$4.05M0.06%+77,03213F-HRTimeline
NISSAY ASSET MANAGEMENT CORP /JAPAN153,583$4.02M0.02%+13,19413F-HRTimeline
Illinois Municipal Retirement Fund152,295$3.99M0.05%+14913F-HRTimeline
XPONANCE LLC151,110$3.96M0.03%+12,99513F-HRTimeline
Trek Financial, LLC147,646$3.87M0.22%new13F-HRTimeline
Estate Counselors, LLC146,868$3.85M0.32%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV146,490$3.83M0.01%-32,65213F-HRTimeline
Riggs Asset Managment Co. Inc.144,732$3.79M0.76%+6,88713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…142,936$3.74M0.04%+5,32413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…141,131$3.69M<0.01%+5,02913F-HR/ATimelineGroup
Engineers Gate Manager LP141,093$3.69M0.04%-6,78813F-HRTimeline
Candriam S.C.A.137,635$3.6M0.02%new13F-HR/ATimeline
Bosman Wealth Management, LLC136,245$3.57M2.93%new13F-HRTimeline
CAISSE DES DEPOTS ET CONSIGNATIONS133,675$3.5M0.08%+45,45913F-HRTimeline
Pegasus Asset Management, Inc.133,659$3.5M1.08%+3,28413F-HR/ATimeline
NORDEA INVESTMENT MANAGEMENT ABin group NORDEA INVESTMENT MANAGEMENT …132,202$3.5M<0.01%+34,38113F-HRTimelineGroup
OP Asset Management Ltd132,296$3.46M0.04%-78,09113F-HR/ATimeline
Meridian Wealth Management, LLC132,084$3.46M0.12%+33,81713F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC132,000$3.46M0.03%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.131,960$3.45M0.03%-376,24213F-HRTimelineGroup
ACORN FINANCIAL ADVISORY SERVICES INC /…131,501$3.44M0.51%-1,24813F-HRTimeline
Tradition Wealth Management, LLC129,596$3.39M0.24%+16,24913F-HRTimeline
Verition Fund Management LLC128,216$3.36M0.02%-204,49613F-HRTimeline
Allworth Financial LP127,644$3.34M0.01%+9,71913F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC125,666$3.29M0.01%+59,45913F-HRTimeline
Triumph Capital Management124,487$3.26M0.7%-2,42813F-HRTimeline
NorthCoast Asset Management LLC123,145$3.22M0.07%+75,54313F-HRTimeline
Alliance Wealth Advisors, LLC /UT122,319$3.2M0.69%+12513F-HRTimeline
Intellus Advisors LLC121,899$3.19M0.42%-9,70713F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…118,220$3.1M0.01%+16,11713F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC117,450$3.07M0.01%-25,76813F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP116,638$3.05M0.14%+37,16713F-HRTimeline
Torrey Growth & Income Advisors116,027$3.04M1.06%+4,43013F-HRTimeline
Baker Avenue Asset Management, LP115,291$3.02M0.07%-18413F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC113,108$2.96M0.01%-8,58013F-HRTimelineGroup
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.112,895$2.96M<0.01%-61,45613F-HRTimelineGroup
PensionDanmark Pensionsforsikringsaktie…111,045$2.91M0.03%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC108,962$2.88M0.01%+36313F-HRTimelineGroup
Capital Advisors Wealth Management, LLC109,483$2.87M0.39%+40113F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC109,026$2.85M1.07%-4,38513F-HRTimeline
MFG WEALTH MANAGEMENT, INC.108,977$2.85M2.22%-79913F-HRTimeline
Qsemble Capital Management, LP108,107$2.83M0.23%+19,84513F-HRTimeline
Sava Infond d.o.o.107,550$2.82M0.38%+22,50013F-HRTimeline
Mutual Advisors, LLC106,430$2.79M0.06%-3,87813F-HRTimeline
AXQ CAPITAL, LP105,670$2.77M0.62%+51,01313F-HRTimeline
Miller Financial Services LLC104,638$2.74M3.21%-3,97313F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd104,287$2.73M0.19%+14,12913F-HRTimeline
Investment Management Corp of Ontario102,279$2.68M0.04%+50,46713F-HRTimeline
Daiwa Securities Group Inc.in group Daiwa Securities Group Inc.102,000$2.67M0.01%+6,10013F-HRTimelineGroup
CIBC Bancorp USA Inc.group of 2 filers holding101,095$2.65M+38,469Timeline
Empowered Funds, LLC100,832$2.64M0.04%+41,43013F-HR/ATimeline
Vivid Wealth Management, LLC100,398$2.63M1.02%new13F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…100,304$2.63M0.02%+64,30813F-HRTimelineGroup
GatePass Capital, LLC100,122$2.62M1.35%+7713F-HRTimeline
Swedbank ABin group Swedbank AB99,191$2.6M<0.01%+1,24613F-HR/ATimelineGroup
Perennial Investment Advisors, LLC98,054$2.57M0.2%-13,42813F-HRTimeline
IFP Advisors, Inc95,881$2.51M0.06%-82413F-HRTimeline
Main Management ETF Advisors, LLCin group Main Management ETF Advisors,…94,743$2.48M0.09%+96813F-HRTimelineGroup
VOYA INVESTMENT MANAGEMENT LLCin group VOYA INVESTMENT MANAGEMENT LLC93,650$2.45M<0.01%-4,25513F-HRTimelineGroup
BNC WEALTH MANAGEMENT, LLC93,177$2.44M0.63%new13F-HRTimeline
FAGAN ASSOCIATES, INC.93,084$2.44M0.32%+23,15513F-HRTimeline
Slow Capital, Inc.92,554$2.42M0.29%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A91,649$2.4M0.01%+19,20613F-HRTimelineGroup
HighPoint Advisor Group LLC91,564$2.4M0.05%+11,90213F-HRTimeline
Simplicity Wealth,LLC91,527$2.4M0.14%-37,65713F-HRTimeline
Composition Wealth, LLC90,830$2.38M0.03%+1,04113F-HRTimeline
ELEVATUS WELATH MANAGEMENT90,190$2.36M0.65%-212,16113F-HRTimeline
Prospera Financial Services Inc89,796$2.35M0.04%-3,55113F-HRTimeline
SUMITOMO LIFE INSURANCE CO89,463$2.34M0.06%+27,03213F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP89,452$2.34M0.03%+48,28313F-HRTimelineGroup
Twin Tree Management, LP88,688$2.32M0.24%-1,248,38613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/88,464$2.31M<0.01%+36,93013F-HRTimelineGroup
Taylor Frigon Capital Management LLC86,936$2.28M1.15%new13F-HRTimeline
Orion Porfolio Solutions, LLC86,863$2.27M0.02%+52,95613F-HRTimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…86,586$2.27M0.05%+22,09113F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management86,158$2.26M0.08%+7,45113F-HRTimelineGroup
Headlands Technologies LLC84,738$2.22M0.19%+69,77113F-HRTimeline
Williamson Legacy Group, LLC84,729$2.22M1.73%+31,84513F-HRTimeline
Kovack Advisors, Inc.84,152$2.2M0.1%-5,52513F-HR/ATimeline
Sepio Capital, LP82,529$2.16M0.12%-19,12113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\82,002$2.15M<0.01%+21,91213F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT80,450$2.11M0.99%-2,51013F-HRTimeline
Firsthand Capital Management, Inc.80,000$2.09M3.89%013F-HRTimeline
Midwest Professional Planners, LTD.78,102$2.04M0.48%+1,99513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…77,505$2.03M<0.01%+15,76313F-HRTimelineGroup
BURNEY CO/76,167$1.99M0.06%-30013F-HRTimeline
Virtue Capital Management, LLC72,414$1.99M0.31%-1,65113F-HR/ATimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.75,951$1.99M0.01%+29,48013F-HRTimelineGroup
HBK INVESTMENTS L P75,000$1.96M0.02%new13F-HRTimeline
CWM, LLCin group CWM, LLC72,830$1.91M0.01%-6,31013F-HRTimelineGroup
CYPRESS POINT INVESTMENT MANAGEMENT LP72,746$1.9M0.41%13F-HRTimeline
Pinnacle Wealth Management, LLC71,127$1.86M1.25%new13F-HRTimeline
Highview Capital Management LLC/DE/70,755$1.85M0.65%-22,91313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP70,561$1.85M<0.01%-9,97113F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.70,088$1.83M0.04%+1,37413F-HRTimeline
Xcel Wealth Management, LLC69,932$1.83M0.47%-1,00013F-HRTimeline
AMALGAMATED BANK68,876$1.8M0.01%+7,29613F-HRTimeline
Knights of Columbus Asset Advisors LLC67,303$1.76M0.1%-1,21513F-HRTimeline
BLUE JEAN FINANCIAL LLC66,617$1.74M1.42%13F-HRTimeline
Strategic Advocates LLC65,592$1.74M0.45%013F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …66,541$1.74M<0.01%+4,48013F-HRTimelineGroup
Fortis Group Advisors, LLC75,957$1.73M0.29%-54,86013F-HRTimeline
Alta Wealth Advisors LLC66,148$1.73M0.58%+17913F-HRTimeline
Solidarity Wealth, LLC65,661$1.72M0.35%013F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA65,459$1.71M<0.01%-400,48313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS64,669$1.69M<0.01%+9,04413F-HRTimeline
Soltis Investment Advisors LLC64,283$1.68M0.11%-14213F-HR/ATimeline
HUB Investment Partners, LLC63,816$1.67M0.05%-51413F-HRTimeline
Sterling Capital Management LLC63,364$1.66M0.03%+2,70113F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC63,300$1.66M0.03%-40013F-HRTimeline
Arkadios Wealth Advisors62,783$1.64M0.03%+1,74113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,685$1.64M0.01%+37,22613F-HRTimelineGroup
Belpointe Asset Management LLC62,411$1.63M0.06%-1,31913F-HRTimeline
Eurizon Capital SGR S.p.A.61,916$1.62M0.01%13F-HRTimeline
Nicholas Wealth, LLC.61,895$1.62M1.09%+90413F-HR/ATimeline
Merit Financial Group, LLC61,581$1.61M0.01%-4,80313F-HRTimeline
Clarus Wealth Advisors59,279$1.61M0.67%+6,73513F-HRTimeline
Maryland State Retirement & Pension Sys…60,942$1.6M0.03%+4,84613F-HRTimeline
Viewpoint Capital Management LLC60,817$1.59M0.69%new13F-HRTimeline
VestGen Advisors, LLC60,471$1.58M0.07%new13F-HRTimeline
Quantitative Investment Management, LLC60,367$1.58M0.15%new13F-HRTimeline
NWAM LLC60,709$1.57M0.09%+2,27913F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …59,687$1.56M0.06%-4,83813F-HRTimelineGroup
Baker Chad R58,545$1.55M0.28%new13F-HRTimeline
Hudock, Inc.58,652$1.54M0.23%+8913F-HRTimeline
Global Retirement Partners, LLC58,648$1.54M0.03%-13,03213F-HRTimeline
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…58,116$1.52M0.04%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MACKENZIE FINANCIAL CORP57,073$1.51M<0.01%+1,60213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp57,340$1.5M<0.01%+10,38313F-HR/ATimelineGroup
Marathon Trading Investment Management …in group Marathon Trading Investment M…56,964$1.49M0.18%-2,93613F-HRTimelineGroup
Regal Partners Ltdin group Regal Partners Ltd56,917$1.49M0.09%+26,91013F-HRTimelineGroup
OMERS ADMINISTRATION Corp56,791$1.49M0.01%+7,79113F-HRTimeline
Gulf International Bank (UK) Ltd56,483$1.48M0.05%013F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC55,236$1.47M<0.01%-32,54013F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management55,964$1.47M0.02%+27,65113F-HRTimelineGroup
Sigma Planning Corp56,807$1.46M0.04%-5,84313F-HRTimeline
Norris Financial Group, LLC55,366$1.45M0.49%-40,71813F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC55,147$1.44M0.05%+1,80013F-HRTimeline
Advanced Portfolio Management, LLC55,000$1.44M4.4%+40,00013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC54,693$1.43M<0.01%+4,83313F-HRTimelineGroup
San Luis Wealth Advisors LLC54,668$1.43M0.24%-1,13013F-HRTimeline
CIBC Asset Management Inc53,443$1.4M<0.01%+22,49513F-HRTimeline
Jaffetilchin Investment Partners, LLC53,187$1.39M0.08%-12,41113F-HRTimeline
MEANS INVESTMENT CO., INC.52,108$1.36M0.11%+70013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS51,671$1.35M0.02%+39,41713F-HRTimelineGroup
Keystone Financial Services, LLC51,601$1.35M0.92%+26913F-HRTimeline
Caption Management, LLC51,500$1.35M0.06%-20,00013F-HRTimeline
Legacy Capital Group California, Inc.51,460$1.35M0.33%new13F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC50,691$1.33M0.13%-2,71513F-HRTimeline
AG2R LA MONDIALE GESTION D'ACTIFS50,255$1.32M0.06%new13F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC50,000$1.31M1.01%-75,00013F-HRTimelineGroup
AlphaStar Capital Management, LLC49,431$1.29M0.09%+6913F-HRTimeline
Owen LaRue, LLC49,340$1.29M0.49%+13,25013F-HRTimeline
Sequoia Financial Advisors, LLC49,222$1.29M0.01%+30,16013F-HRTimeline
RHL GROUP, LLC49,062$1.28M1.03%13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding48,995$1.28M-196,239Timeline
ROYAL LONDON ASSET MANAGEMENT LTD48,069$1.26M<0.01%+13713F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP47,982$1.26M<0.01%+2,91413F-HRTimeline
Pathway Financial Advisers, LLC47,848$1.25M0.36%+29913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd47,804$1.25M0.03%new13F-HRTimelineGroup
CANADA PENSION PLAN INVESTMENT BOARD46,800$1.23M<0.01%-355,60013F-HRTimeline
Atria Investments, Inc46,454$1.22M0.01%+9,37013F-HRTimeline
River Street Advisors LLC46,064$1.21M0.45%+2,59113F-HRTimeline
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.45,432$1.21M0.01%+4,34513F-HRTimeline
PINKERTON WEALTH, LLC45,300$1.19M0.12%+3,38813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC43,020$1.13M0.03%+8,46113F-HRTimelineGroup
PINNACLE ASSOCIATES LTD42,855$1.12M0.01%-1,03113F-HRTimeline
Quantum Portfolio Management LLC42,502$1.11M0.49%-24,14913F-HRTimeline
OneDigital Investment Advisors LLC42,427$1.11M0.01%-1,12913F-HRTimeline
TD Waterhouse Canada Inc.42,326$1.11M0.01%+22,77213F-HRTimeline
Independent Advisor Alliance41,585$1.09M0.03%+9,45213F-HRTimeline
Lakeshore Financial Planning, Inc.41,465$1.09M0.39%+8,90013F-HRTimeline
GM Advisory Group, LLC40,426$1.06M0.04%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC40,371$1.06M0.06%+23113F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC40,032$1.05M0.02%+30,08713F-HRTimeline
North Dakota State Investment Board39,877$1.04M0.04%13F-HRTimeline
TEACHER RETIREMENT SYSTEM OF TEXAS39,621$1.04M<0.01%-105,15113F-HRTimeline
Advisory Services Network, LLC39,579$1.04M0.01%+4,93113F-HRTimeline
PFG Investments, LLC39,373$1.03M0.05%+3,63713F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…39,356$1.03M0.03%+12,08013F-HRTimelineGroup
CASTLEARK MANAGEMENT LLC39,350$1.03M0.03%+2,35013F-HRTimeline
WCG Wealth Advisors LLC39,299$1.03M0.03%new13F-HRTimeline
KLCM Advisors, Inc.39,151$1.02M0.09%+21,17413F-HRTimeline
AlphaQuest LLC38,920$1.02M0.06%-91913F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC38,578$1.01M0.31%-39613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT38,500$1.01M0.02%+9,69913F-HRTimeline
GSA CAPITAL PARTNERS LLP38,432$1.01M0.09%-38,85013F-HRTimeline
ASR Vermogensbeheer N.V.38,206$1M0.01%new13F-HRTimeline