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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
PINKERTON WEALTH, LLC17,786$274K0.04%new13F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP17,530$270K0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC17,475$269K0.01%+5113F-HRTimeline
CTC Alternative Strategies, Ltd.17,212$265K0.34%new13F-HRTimeline
CIBC WORLD MARKET INC.17,220$265K<0.01%new13F-HRTimeline
Independent Advisor Alliance17,186$265K<0.01%-53313F-HRTimeline
Bensler, LLC17,140$264K0.03%-4313F-HRTimeline
TWO SIGMA SECURITIES, LLC17,031$262K0.05%-66,54113F-HRTimeline
CoreCap Advisors, LLC16,889$260K0.01%+8,67713F-HRTimeline
Wedmont Private Capital18,315$259K0.01%+3,48613F-HRTimeline
Newman Dignan & Sheerar, Inc.16,773$258K0.07%-1,60013F-HRTimeline
Regal Investment Advisors LLC16,548$255K0.02%new13F-HRTimeline
Maven Securities LTDin group Maven Securities LTD16,500$254K0.04%new13F-HRTimelineGroup
ALBION FINANCIAL GROUP /UT16,415$253K0.02%013F-HRTimeline
Cooper Financial Group16,406$253K0.03%+1,44313F-HRTimeline
TRUEFG, LLC16,300$251K0.08%013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,202$250K0.03%013F-HRTimeline
FAS Wealth Partners, Inc.15,820$244K0.02%-30013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,599$240K0.05%+29313F-HRTimeline
True Freedom Investing, LLC15,440$238K0.1%13F-HRTimeline
Clay Northam Wealth Management, LLC15,336$236K0.15%013F-HRTimeline
Evolution Wealth Advisors, LLC15,230$235K0.04%new13F-HRTimeline
AE Wealth Management LLC15,001$231K<0.01%-2,43913F-HRTimeline
Gotham Asset Management, LLC14,991$231K<0.01%013F-HRTimeline
Bravias Capital Group, LLC14,550$230K0.19%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC14,820$228K0.01%new13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…14,500$227K0.09%+1,90013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC14,691$226K<0.01%+2,86513F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…14,692$226K<0.01%new13F-HRTimelineGroup
Avestar Capital, LLC14,582$225K0.02%013F-HRTimeline
Smith Anglin Financial, LLC14,500$223K0.02%-50013F-HRTimeline
HB Wealth Management, LLC14,325$221K<0.01%-11,10213F-HRTimeline
TUCKER ASSET MANAGEMENT LLC14,310$220K0.02%+12,96713F-HRTimeline
Cutter & CO Brokerage, Inc.14,200$219K0.05%+20013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …14,199$219K0.01%-4,24813F-HRTimelineGroup
SLT Holdings LLC14,163$218K0.21%13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.14,149$218K0.01%+3,74913F-HRTimelineGroup
BURR FINANCIAL SERVICES, LLC14,090$217K0.15%new13F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,996$216K<0.01%-78613F-HRTimelineGroup
Sava Infond d.o.o.14,000$216K0.04%13F-HRTimeline
Global Financial Private Client, LLC13,896$214K0.08%-3513F-HRTimeline
Garden State Investment Advisory Servic…13,825$213K0.07%-1,67513F-HRTimeline
FULLCIRCLE WEALTH LLC13,900$211K0.09%-13413F-HRTimeline
Worth Financial Advisory Group, LLC13,610$210K0.13%-15013F-HRTimeline
OLD NATIONAL BANCORP /IN/13,593$209K<0.01%new13F-HRTimeline
Mayflower Financial Advisors, LLC13,565$209K0.03%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.13,544$209K0.01%-2,47313F-HRTimeline
Future Financial Wealth Managment LLC13,500$208K0.15%-1,61013F-HRTimeline
Procyon Advisors, LLC13,497$208K0.01%+1,00013F-HRTimeline
CAPITAL ADVISORS INC/OK13,251$204K<0.01%+3,00113F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC13,005$204K<0.01%new13F-HRTimelineGroup
Keystone Financial Services13,165$203K0.08%+54313F-HRTimeline
Ballentine Partners, LLC13,151$203K<0.01%-3113F-HRTimeline
Venturi Wealth Management, LLC13,011$200K0.01%+11,60613F-HRTimeline
SageView Advisory Group, LLC12,887$198K0.01%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC12,859$198K<0.01%-3,46513F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC12,647$195K0.09%new13F-HRTimeline
Mayfair Advisory Group, LLC12,635$195K0.11%+45013F-HRTimeline
U.S. Capital Wealth Advisors, LLC12,496$192K0.01%new13F-HRTimeline
Fermata Advisors, LLC12,485$192K0.04%013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,436$192K<0.01%+1,49613F-HRTimeline
Prostatis Group LLC12,261$189K0.06%+6113F-HRTimeline
Interchange Capital Partners, LLC12,246$189K0.07%-1,63613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,181$188K0.01%+18013F-HRTimelineGroup
O'Dell Group, LLC12,108$186K0.04%013F-HRTimeline
J.W. COLE ADVISORS, INC.12,042$185K0.01%+37813F-HRTimeline
Rosenberg Matthew Hamilton12,026$185K0.05%013F-HRTimeline
Prasad Wealth Partners, LLC11,812$182K0.06%13F-HRTimeline
Prospect Financial Services LLC11,700$180K0.1%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,000$180K0.07%13F-HRTimeline
Emergent Wealth Advisors, LLC11,580$178K0.13%new13F-HRTimeline
Geneos Wealth Management Inc.11,555$178K0.01%-6,05013F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$177K0.06%+5,50013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,254$173K<0.01%-5,22513F-HRTimeline
Waterloo Capital, L.P.11,246$173K0.02%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV11,263$173K0.04%+61213F-HRTimeline
PKS Advisory Services, LLC11,195$172K0.04%13F-HRTimeline
CENTAURUS FINANCIAL, INC.11,201$172K0.01%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC11,094$171K0.01%new13F-HRTimeline
KLCM Advisors, Inc.11,000$169K0.02%013F-HRTimeline
Cordgrass Capital Advisors, LLC11,000$169K0.05%013F-HRTimeline
Visionary Wealth Advisors10,896$168K0.01%-3,38013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,650$164K0.11%013F-HRTimeline
Millennium Capital Advisors, LLC10,650$164K0.11%new13F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,646$164K<0.01%013F-HRTimelineGroup
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,578$163K0.03%013F-HRTimelineGroup
Jacobi Capital Management LLC10,565$163K0.01%-32513F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,500$162K0.02%13F-HRTimeline
Dash Acquisitions Inc.10,000$162K0.03%new13F-HRTimeline
Trivium Point Advisory, LLC10,398$160K0.02%new13F-HRTimeline
Quadcap Wealth Management, LLC10,337$159K0.02%-1,26113F-HRTimeline
Ring Mountain Capital, LLC10,329$159K0.11%13F-HRTimeline
HARTLINE INVESTMENT CORP/10,307$159K0.02%+20013F-HRTimeline
WOLFF WIESE MAGANA LLC10,240$158K0.1%-41513F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC10,227$157K0.04%-10013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,165$157K0.01%-1,88313F-HRTimeline
Avion Wealth10,124$155K0.04%+5113F-HRTimeline
Platform Technology Partners10,033$155K0.05%-1,12213F-HRTimeline
Sunbelt Securities, Inc.9,750$152K0.01%+8,72313F-HRTimeline
TFC Financial Management, Inc.9,718$150K0.02%-5013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,268$143K<0.01%-31713F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,991$138K0.01%-1,19313F-HRTimelineGroup
TD Waterhouse Canada Inc.8,559$132K<0.01%-4,65313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,330$128K0.01%-17513F-HRTimelineGroup
Game Plan Financial Advisors, LLC8,200$128K0.06%+1,00013F-HRTimeline
R Squared Ltd8,225$127K0.12%13F-HRTimeline
PRIVATE TRUST CO NA7,500$116K0.01%+50013F-HRTimeline
Transce3nd, LLC7,500$116K0.04%13F-HRTimeline
Nemes Rush Group LLC7,438$115K0.01%-1,45613F-HRTimeline
Parallel Advisors, LLC7,334$113K<0.01%-23713F-HRTimeline
Modus Advisors, LLC6,039$93K0.03%-4,70613F-HRTimeline
Vermillion & White Wealth Management Gr…6,000$92.4K0.07%013F-HRTimeline
GAMMA Investing LLC5,925$91.2K0.01%+1,70313F-HRTimeline
CHAPIN DAVIS, INC.11,525$90.6K0.03%013F-HRTimeline
Lindbrook Capital, LLC5,746$88.5K0.01%+36713F-HRTimeline
SOA Wealth Advisors, LLC.5,634$86.8K0.02%+1,40013F-HR/ATimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,607$86K<0.01%-29213F-HRTimelineGroup
AdvisorNet Financial, Inc5,486$84.5K0.01%+2,13013F-HRTimeline
Asset Management One Co., Ltd.5,234$83.6K<0.01%-2,11113F-HRTimeline
DekaBank Deutsche Girozentrale5,166$81K<0.01%013F-HRTimeline
Arax Advisory Partners5,059$77.9K<0.01%-69213F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,929$75.9K<0.01%-3,92713F-HRTimelineGroup
PSI Advisors, LLC4,885$75.2K0.02%013F-HRTimeline
Tortoise Investment Management, LLC4,439$68.4K0.01%013F-HR/ATimeline
WealthCollab, LLC4,000$61.6K0.04%013F-HRTimeline
Caitlin John, LLC3,900$60.1K0.04%013F-HRTimeline
Brooklyn Investment Group3,608$55.6K0.02%+5713F-HRTimeline
Sandy Spring Bank3,411$52.5K<0.01%+2013F-HRTimeline
Aventura Private Wealth, LLC3,329$51.3K0.03%13F-HRTimeline
Westside Investment Management, Inc.3,300$50.8K0.01%-20013F-HRTimeline
GeoWealth Management, LLC3,286$50.6K<0.01%-35213F-HRTimeline
Legacy Investment Solutions, LLC3,244$48.4K0.03%+1,74413F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,244$48.4K0.03%+1,74413F-HRTimelineGroup
Aster Capital Management (DIFC) Ltd3,133$48.2K0.02%-4,55713F-HRTimeline
Quarry LP3,096$47.7K0.01%-3,52913F-HRTimeline
NewSquare Capital LLC3,000$46.2K<0.01%-2,00013F-HRTimeline
Bank of New Hampshire3,000$46.2K0.01%013F-HRTimeline
MAI Capital Management2,992$46.1K<0.01%new13F-HRTimeline
Clearstead Advisors, LLC2,850$43.9K<0.01%-2,24013F-HRTimeline
Cyrus J. Lawrence, LLC2,800$43K0.01%013F-HRTimeline
Elequin Capital, LP2,726$42K<0.01%+63113F-HRTimeline
First Horizon Advisors, Inc.2,629$40.5K<0.01%-38913F-HRTimeline
Farther Finance Advisors, LLC2,509$38.6K<0.01%+313F-HRTimeline
Sound Income Strategies, LLC2,500$38.5K<0.01%013F-HRTimeline
CNB Bank2,500$38.5K0.02%-2,50013F-HRTimeline
Archer Investment Corp2,500$38.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC2,475$38.1K0.01%new13F-HRTimeline
Avior Wealth Management, LLC2,178$33.5K<0.01%-34813F-HRTimeline
FNY Investment Advisers, LLC2,167$33K0.02%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC2,110$32.5K0.02%13F-HRTimeline
BARRETT & COMPANY, INC.2,000$30.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,000$30.8K<0.01%new13F-HRTimeline
Provenance Wealth Advisors, LLC2,000$30.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,966$30.3K<0.01%+4213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,952$30.1K<0.01%+14413F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)1,743$27.2K<0.01%new13F-HRTimeline
WHITTIER TRUST CO1,750$26.9K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,720$26.5K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,646$25.7K<0.01%+59013F-HRTimeline
Capital Advisors, Ltd. LLC1,614$25K<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1,600$24.6K0.01%+60013F-HRTimeline
WR Wealth Planners, LLC1,554$23.9K0.01%013F-HRTimeline
Capital A Wealth Management, LLC1,465$22.6K0.04%13F-HRTimeline
Glen Eagle Advisors, LLC1,445$22.3K<0.01%013F-HRTimeline
MCF Advisors LLC1,401$21.6K<0.01%013F-HRTimeline
Signature Resources Capital Management,…1,341$20.7K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,300$20K0.01%-20013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
THURSTON, SPRINGER, MILLER, HERD & TITA…1,279$19.7K<0.01%+27913F-HRTimeline
Covestor Ltd1,217$19K0.01%+9413F-HRTimeline
CENTRAL TRUST Co1,220$18.8K<0.01%new13F-HRTimeline
Larson Financial Group LLC1,195$18.4K<0.01%-313F-HRTimeline
GPS Wealth Strategies Group, LLC1,157$17.8K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,135$17.5K<0.01%013F-HRTimeline
Northwest Capital Management Inc1,090$16.8K0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…917$16.1K<0.01%+91713F-HRTimeline
Parkside Financial Bank & Trust1,028$15.8K<0.01%+10013F-HRTimeline
Golden State Wealth Management, LLC1,000$15.4K<0.01%13F-HRTimeline
MRP Capital Investments, LLC1,000$15.4K0.01%013F-HRTimeline
Bank & Trust Co1,000$15.4K0.01%013F-HRTimeline
Financially Speaking Inc1,000$15.4K0.01%13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$15.4K0.01%13F-HRTimeline
CURIO WEALTH, LLC1,000$15.4K0.01%13F-HRTimeline
Bell Investment Advisors, Inc966$14.9K<0.01%+3313F-HRTimeline
HighMark Wealth Management LLC871$13.4K0.01%+6613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.868$13.4K0.01%+49313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.800$12.3K<0.01%013F-HRTimeline
Aviso Financial Inc.800$12.3K<0.01%new13F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich723$12.3K<0.01%+5013F-HRTimeline
TRUST CO OF VERMONT752$11.6K<0.01%+35513F-HRTimeline
Castleview Partners, LLC800$11.3K0.01%new13F-HR/ATimeline
Quent Capital, LLC725$11.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC700$10.8K<0.01%-4,64013F-HRTimelineGroup
Tidemark, LLC671$10.3K<0.01%+10013F-HRTimeline
Estabrook Capital Management630$9.7K<0.01%013F-HRTimeline
Continuum Advisory, LLC626$9.64K<0.01%013F-HRTimeline
NVWM, LLC600$9.24K<0.01%013F-HRTimeline
True Wealth Design, LLC586$9.03K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…600$9K0.01%-55,75513F-HRTimeline
OPTIMUM INVESTMENT ADVISORS550$8.47K<0.01%-10013F-HRTimeline
Fourth Dimension Wealth, LLC550$8.47K<0.01%13F-HRTimeline