Skip to content
Disclosery

SOFI SOFI TECHNOLOGIES INC

Follow

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
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC33,853$607K0.01%+13,75813F-HRTimelineGroup
COFG Advisors, LLC33,591$602K0.1%-1,66213F-HRTimeline
Voleon Capital Management LP33,551$602K0.01%-246,29813F-HRTimeline
WEALTHSPAN PARTNERS, LLC33,327$598K0.19%+3,88013F-HRTimeline
Independent Advisor Alliance33,113$594K0.01%-2,89913F-HRTimeline
Farther Finance Advisors, LLC32,596$585K<0.01%+5,81913F-HRTimeline
UMB Bank, n.a.32,587$584K0.01%-5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding32,325$580K-21,755Timeline
MSH Capital Advisors LLC31,794$570K0.1%new13F-HRTimeline
111 Capital31,652$568K0.1%+14,41713F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC31,464$564K0.03%-7,46713F-HRTimeline
AE Wealth Management LLC31,024$556K<0.01%+5,73413F-HRTimeline
UniSuper Management Pty Ltd30,910$554K<0.01%+8,91013F-HRTimeline
World Investment Advisors34,630$554K0.01%-7,72613F-HRTimeline
B. Metzler seel. Sohn & Co. AGin group B. Metzler seel. Sohn & Co. AG30,713$551K<0.01%013F-HRTimelineGroup
Callan Family Office, LLCin group Callan Family Office, LLC30,675$550K0.01%+2,09913F-HRTimelineGroup
Kingsview Wealth Management, LLC30,651$550K0.01%+18,04413F-HRTimeline
Trueblood Wealth Management, LLC30,520$547K0.19%+16,43013F-HRTimeline
Simplicity Wealth,LLC30,310$543K0.02%-47,83313F-HRTimeline
NVWM, LLC30,027$538K0.11%+2,09313F-HRTimeline
Aptus Capital Advisors, LLC30,008$538K<0.01%-2,34613F-HRTimeline
DIKER MANAGEMENT LLCin group DIKER MANAGEMENT LLC30,000$538K0.41%new13F-HRTimelineGroup
Machina Capital S.A.S.29,897$536K0.08%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC29,940$536K0.03%-11,11513F-HRTimeline
NorthRock Partners, LLC29,881$536K0.01%+6,93213F-HRTimeline
E. Ohman J:or Asset Management AB29,677$532K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC29,426$528K0.01%new13F-HRTimeline
&PARTNERS29,300$525K<0.01%-1,82213F-HRTimeline
Sienna Gestion28,358$522K0.03%new13F-HRTimeline
Avanza Fonder AB28,995$520K0.01%013F-HRTimeline
Rydar Equities, Inc.30,021$519K0.29%+11,16513F-HRTimeline
Sequoia Financial Advisors, LLC28,811$517K<0.01%-46513F-HRTimeline
CAPITAL ADVISORS INC/OK28,324$508K0.01%+61513F-HRTimeline
McGuire Investment Group, LLC28,318$508K0.04%-7,80013F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD28,014$502K<0.01%-1,48113F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE27,740$497K<0.01%-9,97713F-HR/ATimelineGroup
Capital Markets Trading UK LLP27,684$496K0.35%-13,23213F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC27,559$494K0.02%new13F-HRTimeline
Index Technologies Group LLC27,227$488K0.39%-6,39613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …27,011$484K0.01%+4,00713F-HRTimelineGroup
Hexagon Capital Partners LLC26,984$484K0.07%+92513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…26,878$482K0.01%-3,21613F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding26,654$478K-6,513Timeline
MetLife Investment Management, LLCin group MetLife Investment Management…26,470$475K<0.01%-91013F-HRTimelineGroup
Archford Capital Strategies, LLC26,450$474K0.05%+6513F-HRTimeline
Wedmont Private Capital25,195$473K0.01%+3,13013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT26,374$473K0.08%+1,44713F-HRTimeline
SUMITOMO LIFE INSURANCE CO26,329$472K0.01%-26,05413F-HRTimeline
DIVERSIFIED TRUST CO26,317$472K0.01%-7,40013F-HRTimeline
Spartan Wealth Advisory Services LLC26,252$471K0.04%+4,31713F-HRTimeline
Blue Chip Partners, LLC26,071$467K0.03%new13F-HRTimeline
OneDigital Investment Advisors LLC26,015$466K<0.01%+1,23913F-HRTimeline
Gladstone Institutional Advisory LLC25,957$465K0.01%+5,13313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…25,276$453K0.01%+3,06113F-HRTimelineGroup
Mayflower Financial Advisors, LLC24,790$444K0.04%-4,41213F-HRTimeline
Laurion Capital Management LP24,760$444K0.03%-30,36513F-HRTimeline
Perpetual Ltdin group Perpetual Ltd24,670$442K0.01%+44213F-HRTimelineGroup
DECISION INVESTMENTS, INC24,240$435K0.4%+4,17413F-HRTimeline
Caisse de depot et placement du Quebec24,230$434K<0.01%new13F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.24,166$433K0.15%013F-HRTimeline
J.W. COLE ADVISORS, INC.23,912$429K0.01%+83513F-HRTimeline
Pine Valley Investments Ltd Liability Co23,819$427K0.02%+21413F-HRTimeline
Ashton Thomas Private Wealth, LLC23,756$426K0.01%+4,62313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP23,675$424K<0.01%-1,129,84113F-HRTimelineGroup
FOX RUN MANAGEMENT, L.L.C.23,410$420K0.07%new13F-HRTimeline
MANCHESTER FINANCIAL INC23,371$419K0.07%013F-HRTimeline
Lewis Asset Management, LLC23,000$412K0.14%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,961$412K0.03%-68413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC22,511$404K0.02%+1,03413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…22,417$402K0.01%-96,66813F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.24,081$402K0.02%+5,87213F-HRTimelineGroup
HARBOR CAPITAL ADVISORS, INC.22,283$400K0.03%+4713F-HRTimeline
NewEdge Wealth, LLC22,154$397K<0.01%new13F-HRTimeline
Mediolanum International Funds Ltd21,824$397K<0.01%-92,58113F-HRTimeline
Vestcor Inc22,100$396K0.01%013F-HRTimeline
Financial Partners Group, Inc21,860$392K0.04%-10,22413F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…21,837$392K<0.01%-57313F-HRTimelineGroup
Assenagon Asset Management S.A.21,834$391K<0.01%new13F-HR/ATimeline
MGO ONE SEVEN LLC21,781$391K0.01%+75213F-HRTimeline
Bleakley Financial Group, LLC21,502$386K<0.01%+3,08913F-HRTimeline
Erste Asset Management GmbHin group Erste Asset Management GmbH21,064$383K<0.01%new13F-HRTimelineGroup
one8zero8, LLC21,350$383K0.08%013F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding21,339$383K-21,339Timeline
TCW GROUP INCin group TCW GROUP INC21,243$381K<0.01%+73413F-HRTimelineGroup
SYON CAPITAL LLC21,196$380K0.02%new13F-HRTimeline
Brookwood Investment Group LLC21,160$379K0.04%new13F-HRTimeline
Alpha Wealth Funds, LLC21,100$378K0.23%+11,10013F-HRTimeline
Legend Capital Advisors LLC21,090$378K0.21%-4,33513F-HRTimeline
COZAD ASSET MANAGEMENT INC21,057$378K0.02%013F-HRTimeline
OMERS ADMINISTRATION Corp21,033$377K<0.01%+7,74813F-HRTimeline
Triad Wealth Partners, LLC20,736$374K0.02%new13F-HRTimeline
N.E.W. Advisory Services LLC20,837$374K0.02%+7913F-HRTimeline
Carnegie Lake Advisors LLC20,550$368K0.14%013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC20,327$364K0.08%new13F-HRTimeline
Southern Financial Group, LLC20,215$362K0.09%+87013F-HRTimeline
USAdvisors Wealth Management, LLC20,140$361K0.1%+1,41513F-HRTimeline
Shay Capital LLC20,100$360K0.04%new13F-HRTimeline
INTEGRITY ALLIANCE, LLC.19,955$358K0.01%-20513F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC19,838$356K<0.01%013F-HRTimelineGroup
Mayfair Advisory Group, LLC21,588$355K0.11%+72013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC19,812$355K0.01%-8,39313F-HRTimelineGroup
Marshall Financial Group, LLC19,812$355K0.05%+36113F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …19,686$353K0.01%-4,47813F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…19,567$351K<0.01%new13F-HRTimelineGroup
Thrive Wealth Management, LLC19,347$347K0.04%-1,96313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC19,318$346K<0.01%-5,37513F-HRTimeline
CALTON & ASSOCIATES, INC.19,280$346K0.05%+74813F-HRTimeline
Jacobi Capital Management LLC19,065$342K0.02%-2,00013F-HRTimeline
Siemens Fonds Invest GmbH18,867$338K0.02%+55313F-HRTimeline
Capital Investment Advisors, LLC18,800$337K<0.01%+4,17713F-HRTimeline
AXQ CAPITAL, LP18,628$334K0.04%-73,39413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…18,582$333K<0.01%+1,57113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…17,810$328K0.02%+4,05013F-HRTimeline
Interchange Capital Partners, LLC17,912$321K0.06%new13F-HRTimeline
Intrua Financial, LLC17,765$319K0.03%+2,76813F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC17,728$318K0.04%+6,04013F-HRTimeline
Probity Advisors, Inc.17,712$318K0.05%-14213F-HRTimeline
Bluespring Wealth Management, LLC17,701$317K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC17,643$316K<0.01%-23,11213F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC17,589$315K0.04%new13F-HRTimeline
Westmount Partners, LLC17,574$315K0.07%-1,00013F-HRTimeline
Asset One Wealth Management LLC17,462$312K0.03%new13F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,308$310K+970Timeline
Prime Capital Investment Advisors, LLC17,303$310K<0.01%+1,38213F-HRTimeline
Global Financial Private Client, LLC17,226$309K0.08%+5,60313F-HRTimeline
Bensler, LLC17,200$308K0.03%-25013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,990$305K0.01%-5,83613F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC16,786$301K<0.01%+69113F-HRTimeline
Aldebaran Financial Inc.16,629$298K0.24%-73113F-HRTimeline
EP Wealth Advisors, LLC16,614$298K<0.01%new13F-HRTimeline
Karras Company, Inc.16,600$298K0.27%-43613F-HRTimeline
Garden State Investment Advisory Servic…16,556$297K0.06%+5013F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…16,470$295K0.02%+88513F-HRTimeline
ALBION FINANCIAL GROUP /UT16,415$294K0.02%013F-HRTimeline
Gotham Asset Management, LLC16,320$293K<0.01%013F-HRTimeline
BankChampaign, National Association16,159$290K0.22%+17313F-HRTimeline
TRUEFG, LLC16,125$289K0.07%013F-HRTimeline
Riggs Asset Managment Co. Inc.16,118$289K0.05%-2,44213F-HRTimeline
Entropy Technologies, LP16,111$289K0.01%-894,48913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC16,020$287K0.01%+2013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…15,930$286K<0.01%-42913F-HRTimelineGroup
Visionary Wealth Advisors15,869$285K0.01%+1,63213F-HRTimeline
Avestar Capital, LLC15,724$282K0.02%-11113F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,723$282K0.04%-8113F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.15,554$279K0.03%new13F-HRTimelineGroup
HB Wealth Management, LLC15,550$279K<0.01%+79313F-HRTimeline
Fermata Advisors, LLC15,429$277K0.06%+71913F-HRTimeline
IFS Group,LLC15,325$275K0.38%+35513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,111$271K<0.01%-18,64013F-HR/ATimeline
NFSG Corp15,045$270K0.03%-3013F-HRTimeline
Fortis Advisors, LLC15,000$269K0.13%013F-HRTimeline
Concorde Asset Management, LLC14,899$267K0.15%-1,80013F-HRTimeline
Pallas Capital Advisors LLC14,846$266K0.01%-10,25813F-HRTimeline
NWF Advisory Services Inc.14,825$266K0.02%new13F-HRTimeline
Redhawk Wealth Advisors, Inc.14,811$266K0.03%+30013F-HRTimeline
Procyon Advisors, LLC14,702$264K0.01%+1,31513F-HRTimeline
Tempus Wealth Planning, LLC14,694$263K0.05%new13F-HRTimeline
Ballentine Partners, LLC14,608$262K<0.01%+60113F-HRTimeline
Betterment LLC14,556$261K<0.01%+4,47913F-HRTimeline
FAS Wealth Partners, Inc.14,550$261K0.01%+18513F-HRTimeline
Capital Investment Advisory Services, L…14,524$260K0.02%new13F-HRTimeline
PKS Advisory Services, LLC14,475$260K0.04%+97513F-HRTimeline
Trivium Point Advisory, LLC14,450$259K0.02%+3,30013F-HRTimeline
OSTRUM ASSET MANAGEMENT14,393$258K0.01%013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…14,342$257K0.03%-11013F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…14,288$256K<0.01%-1,67213F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC14,256$256K<0.01%+3,71013F-HRTimeline
Key Client Fiduciary Advisors, LLC14,224$255K0.07%+51313F-HRTimeline
GAMMA Investing LLC14,202$255K0.01%+3,28013F-HRTimeline
Parallel Advisors, LLC14,045$252K<0.01%+1,28513F-HRTimeline
ARMISTICE CAPITAL, LLC13,954$250K0.01%new13F-HRTimeline
Clearstead Advisors, LLC13,860$249K<0.01%+10,61413F-HRTimeline
Ring Mountain Capital, LLC13,850$248K0.1%-1,53213F-HRTimeline
Mutual Advisors, LLC13,829$248K<0.01%-47,97313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…13,606$244K0.07%+12313F-HRTimeline
Plum Street Advisors, LLC13,577$243K0.08%013F-HRTimeline
White Wing Wealth Management13,466$241K0.13%+48413F-HRTimeline
Pure Financial Advisors, LLC13,419$241K<0.01%+2,06613F-HRTimeline
Fieldview Capital Management, LLC13,198$237K0.07%-15,20613F-HRTimeline
Palacios Wealth Management, LLC13,164$236K0.14%-98213F-HRTimeline
Ausdal Financial Partners, Inc.13,104$235K0.01%+8713F-HRTimeline
F&V Capital Management, LLC13,000$233K0.04%013F-HRTimeline
Axim Planning & Wealth12,859$231K0.33%+1,35913F-HRTimeline
NORDEN GROUP LLC12,830$230K0.02%+1,86613F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA12,813$230K<0.01%+79313F-HRTimelineGroup
L2 Asset Management, LLC12,802$230K0.02%-4,89213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,719$228K<0.01%-10313F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK12,560$225K<0.01%-2,05313F-HRTimelineGroup
Millennium Capital Advisors, LLC12,550$225K0.12%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC12,527$225K0.06%-3,30513F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…12,492$224K<0.01%+1,45513F-HRTimelineGroup
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLCin group MUTUAL OF AMERICA CAPITAL MAN…12,469$224K<0.01%new13F-HRTimelineGroup
Delta Investment Management, LLC12,469$224K0.04%new13F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp12,400$222K0.03%013F-HRTimelineGroup
Kercheville Advisors, LLC12,290$220K0.07%013F-HRTimeline
Worth Financial Advisory Group, LLC12,275$220K0.09%new13F-HRTimeline
Global Assets Advisory, LLC11,725$218K0.05%+4,30013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,163$218K<0.01%new13F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW12,171$218K0.03%+73113F-HRTimelineGroup
Clear Creek Financial Management, LLC12,155$218K0.01%new13F-HRTimeline