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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
SCS Capital Management LLC16,601$193K<0.01%new13F-HR/ATimeline
ALBION FINANCIAL GROUP /UT16,415$191K0.01%013F-HRTimeline
MGO ONE SEVEN LLC16,358$190K0.01%-85,83713F-HRTimeline
TRUEFG, LLC16,300$190K0.06%013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,202$188K0.03%013F-HRTimeline
CREDIT AGRICOLE S Ain group CREDIT AGRICOLE S A16,188$188K<0.01%new13F-HRTimelineGroup
Independent Wealth Network Inc.16,116$187K0.07%-5,64813F-HRTimeline
INTEGRITY ALLIANCE, LLC.16,109$187K0.01%new13F-HRTimeline
CHOREO, LLC16,064$187K<0.01%-3,78913F-HRTimeline
Pine Valley Investments Ltd Liability Co15,999$186K0.01%-5,93613F-HRTimeline
U.S. Capital Wealth Advisors, LLC15,933$185K0.01%+3,43713F-HRTimeline
Swiss Life Asset Management Ltdin group Swiss Life Asset Management L…15,920$185K<0.01%+1,22813F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC15,900$185K0.04%+30113F-HRTimeline
Mayfair Advisory Group, LLC15,685$182K0.11%+3,05013F-HRTimeline
BURR FINANCIAL SERVICES, LLC15,580$181K0.14%+1,49013F-HRTimeline
Sequoia Financial Advisors, LLC15,544$181K<0.01%new13F-HRTimeline
USAdvisors Wealth Management, LLC15,500$180K0.06%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.15,461$180K0.01%+1,31213F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,354$179K<0.01%-8,02613F-HRTimelineGroup
Hobbs Group Advisors, LLC15,339$178K0.07%-33,66113F-HRTimeline
Rathbones Group PLC15,167$176K<0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…15,155$176K0.06%+1,33013F-HRTimeline
FULLCIRCLE WEALTH LLC13,300$176K0.07%-60013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC15,079$175K0.06%+76913F-HRTimeline
Gotham Asset Management, LLC14,991$174K<0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC14,959$174K0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.14,820$172K0.01%-1,00013F-HRTimeline
NorthRock Partners, LLC14,773$172K0.01%new13F-HRTimeline
Axim Planning & Wealth14,650$170K0.15%-4,66213F-HRTimeline
Ballentine Partners, LLC14,648$170K<0.01%+1,49713F-HRTimeline
Quarry LP14,626$170K0.04%+11,53013F-HRTimeline
Avestar Capital, LLC14,582$170K0.02%013F-HRTimeline
Good Life Advisors, LLC14,511$169K0.01%-9,40213F-HRTimeline
Smith Anglin Financial, LLC14,450$168K0.02%-5013F-HRTimeline
Cassaday & Co Wealth Management LLC14,400$167K<0.01%-5,50013F-HRTimeline
Procyon Advisors, LLC14,339$167K0.01%+84213F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC14,122$164K<0.01%+12613F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC14,092$164K0.08%+1,44513F-HRTimeline
CoreCap Advisors, LLC13,932$162K0.01%-2,95713F-HRTimeline
B. Riley Wealth Advisors, Inc.13,914$162K<0.01%+37013F-HRTimeline
OLD NATIONAL BANCORP /IN/13,903$162K<0.01%+31013F-HRTimeline
Global Financial Private Client, LLC13,806$161K0.06%-9013F-HRTimeline
Ausdal Financial Partners, Inc.13,632$159K0.01%new13F-HRTimeline
Worth Financial Advisory Group, LLC13,610$158K0.1%013F-HRTimeline
BIT Capital GmbH13,551$158K0.02%new13F-HRTimeline
Future Financial Wealth Managment LLC13,500$157K0.12%013F-HRTimeline
CAPITAL ADVISORS INC/OK13,361$155K<0.01%+11013F-HRTimeline
Avion Wealth10,124$155K0.04%013F-HRTimeline
State of Wyoming13,303$155K0.02%new13F-HRTimeline
COMERICA BANK13,200$154K<0.01%-8,64113F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC13,129$153K<0.01%+69313F-HRTimeline
Keystone Financial Services13,086$152K0.06%-7913F-HRTimeline
Focused Wealth Management, Inc12,949$151K0.02%new13F-HRTimeline
HARTLINE INVESTMENT CORP/12,893$150K0.02%+2,58613F-HRTimeline
Fermata Advisors, LLC12,485$145K0.03%013F-HRTimeline
Ring Mountain Capital, LLC12,395$144K0.11%+2,06613F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC12,359$144K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…12,285$143K<0.01%-7,35813F-HRTimelineGroup
Prostatis Group LLC12,261$143K0.04%013F-HRTimeline
Mutual Advisors, LLC11,025$142K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton12,026$140K0.04%013F-HRTimeline
Platform Technology Partners12,000$140K0.04%+1,96713F-HRTimeline
Sava Infond d.o.o.12,000$140K0.03%-2,00013F-HRTimeline
Prasad Wealth Partners, LLC11,812$137K0.04%013F-HRTimeline
Verdence Capital Advisors LLC11,665$136K0.01%new13F-HRTimeline
Trivium Point Advisory, LLC11,653$136K0.02%+1,25513F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$134K0.05%013F-HRTimeline
SageView Advisory Group, LLC11,486$134K0.01%-1,40113F-HRTimeline
M1 Capital Management LLC11,400$133K0.08%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV11,260$131K0.07%+1,26013F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…11,225$131K0.06%-9,82513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources11,200$130K<0.01%new13F-HRTimelineGroup
ADVISORS MANAGEMENT GROUP INC /ADV11,163$130K0.03%-10013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,157$130K0.01%-4413F-HRTimeline
CAXTON ASSOCIATES LLP11,132$129K<0.01%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,011$128K<0.01%-1,17013F-HRTimelineGroup
PALISADE CAPITAL MANAGEMENT, LP11,000$128K<0.01%new13F-HRTimeline
KLCM Advisors, Inc.11,000$128K0.01%013F-HRTimeline
Horizon Wealth Management, LLC10,980$128K0.02%new13F-HRTimeline
DIVERSIFIED TRUST CO10,938$127K<0.01%new13F-HRTimeline
Visionary Wealth Advisors10,853$126K0.01%-4313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC10,757$125K<0.01%-3,93413F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,700$124K0.02%+20013F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,650$124K0.08%013F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC10,646$124K<0.01%013F-HRTimelineGroup
Global Wealth Management Investment Adv…10,612$123K0.02%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,578$123K0.02%013F-HRTimelineGroup
Jacobi Capital Management LLC10,565$123K0.01%013F-HRTimeline
Fisher Asset Management, LLC10,540$123K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC10,321$120K0.02%-1613F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,202$119K0.01%+3713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,039$117K<0.01%new13F-HRTimelineGroup
Kellett Wealth Advisors, LLC10,000$116K0.08%new13F-HRTimeline
Cordgrass Capital Advisors, LLC10,000$116K0.03%-1,00013F-HRTimeline
Corebridge Financial, Inc.in group Corebridge Financial, Inc.9,050$105K<0.01%-21813F-HRTimelineGroup
Parallel Advisors, LLC8,754$102K<0.01%+1,42013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,561$99.6K<0.01%+23113F-HRTimelineGroup
GAMMA Investing LLC8,283$96.3K0.01%+2,35813F-HR/ATimeline
Asset Management One Co., Ltd.8,114$94.4K<0.01%+2,88013F-HRTimeline
Nemes Rush Group LLC7,888$91.7K0.01%+45013F-HRTimeline
LANARK FINANCIAL, INC.7,677$89K0.01%+7,67013F-HRTimeline
Arax Advisory Partners7,539$87.7K0.01%+2,48013F-HRTimeline
PRIVATE TRUST CO NA7,500$87.2K0.01%013F-HRTimeline
Game Plan Financial Advisors, LLC7,450$86.6K0.04%-75013F-HRTimeline
Brooklyn Investment Group7,237$84.2K0.02%+3,62913F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK7,193$83.7K<0.01%+2,26413F-HRTimelineGroup
N.E.W. Advisory Services LLC7,174$83.4K0.01%new13F-HRTimeline
Vermillion & White Wealth Management Gr…7,000$81.4K0.06%+1,00013F-HRTimeline
WOLFF WIESE MAGANA LLC6,600$76.8K0.05%-3,64013F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…6,110$71K<0.01%new13F-HRTimelineGroup
Lindbrook Capital, LLC5,851$68K0.01%+10513F-HRTimeline
AdvisorNet Financial, Inc5,456$63.5K<0.01%-3013F-HRTimeline
City State Bank5,250$61.1K0.02%+5,00013F-HRTimeline
SOA Wealth Advisors, LLC.5,134$59.7K0.01%-50013F-HRTimeline
DekaBank Deutsche Girozentrale5,166$58K<0.01%013F-HRTimeline
PSI Advisors, LLC4,885$56.8K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,862$56.5K<0.01%+4,58213F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.4,796$56K<0.01%-81113F-HRTimelineGroup
TD Waterhouse Canada Inc.4,579$54.4K<0.01%-3,98013F-HRTimeline
Farther Finance Advisors, LLC4,348$51.8K<0.01%+1,83913F-HRTimeline
Tortoise Investment Management, LLC4,439$51.6K0.01%013F-HR/ATimeline
Amundiin group Amundi4,812$51.2K<0.01%-2,700,37313F-HRTimelineGroup
Tidemark, LLC4,378$50.9K0.02%+3,70713F-HRTimeline
Strategic Investment Solutions, Inc. /IL4,273$49.7K0.01%+3,77313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,252$49.5K<0.01%-4,73913F-HRTimelineGroup
Bogart Wealth, LLC4,038$47K<0.01%new13F-HRTimeline
Bank of New Hampshire4,000$46.5K0.01%+1,00013F-HRTimeline
WealthCollab, LLC4,000$46.5K0.03%013F-HRTimeline
Byrne Asset Management LLC3,872$45K0.03%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,900$45K<0.01%new13F-HRTimelineGroup
Westside Investment Management, Inc.3,550$42K0.01%+25013F-HRTimeline
Sandy Spring Bank3,441$40K<0.01%+3013F-HRTimeline
Copia Wealth Management3,416$39.7K0.04%+3,31613F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,370$39.2K<0.01%new13F-HRTimelineGroup
GeoWealth Management, LLC3,286$38.2K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,244$37.7K0.03%013F-HRTimelineGroup
MAI Capital Management3,085$35.9K<0.01%+9313F-HRTimeline
MCF Advisors LLC3,072$35.7K<0.01%+1,67113F-HRTimeline
Clearstead Advisors, LLC2,852$33.2K<0.01%+213F-HRTimeline
Larson Financial Group LLC2,714$31.6K<0.01%+1,51913F-HRTimeline
Garde Capital, Inc.2,653$30.9K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC2,525$29.4K<0.01%+5013F-HRTimeline
CNB Bank2,500$29.1K0.01%013F-HRTimeline
Archer Investment Corp2,500$29.1K0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC2,487$28.9K<0.01%+52113F-HRTimeline
SVB WEALTH LLC2,447$28.5K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.2,397$27.9K<0.01%-23213F-HRTimeline
Headlands Technologies LLC2,380$27.7K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC2,286$27.1K<0.01%+64013F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,300$27K0.01%+2,20013F-HRTimeline
BARRETT & COMPANY, INC.2,000$23.3K0.01%013F-HRTimeline
NewSquare Capital LLC2,000$23.3K<0.01%-1,00013F-HRTimeline
Provenance Wealth Advisors, LLC2,000$23.3K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,842$21K0.01%new13F-HRTimeline
WHITTIER TRUST CO1,750$20.4K<0.01%013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)1,743$20.3K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,300$20K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,720$20K<0.01%013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,700$19.8K<0.01%new13F-HRTimeline
Aster Capital Management (DIFC) Ltd1,366$19.8K<0.01%-1,76713F-HRTimeline
Capital Advisors, Ltd. LLC1,614$19K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC1,587$18.5K0.01%new13F-HRTimeline
Hurley Capital, LLC1,575$18.3K0.01%new13F-HRTimeline
Grove Bank & Trust1,470$17.1K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC1,465$17K0.02%013F-HRTimeline
Glen Eagle Advisors, LLC1,445$16.8K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,414$16.4K<0.01%+1,13213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,394$16.2K<0.01%+11513F-HRTimeline
Signature Resources Capital Management,…1,341$15.6K0.01%013F-HRTimeline
Aventura Private Wealth, LLC1,329$15.5K0.01%-2,00013F-HRTimeline
Parkside Financial Bank & Trust1,299$15.1K<0.01%+27113F-HRTimeline
Covestor Ltd1,243$14K0.01%+2613F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,165$13.5K<0.01%+3013F-HRTimeline
GPS Wealth Strategies Group, LLC1,157$13.5K<0.01%013F-HRTimeline
Hemington Wealth Management1,203$13K<0.01%+67313F-HRTimeline
CX Institutional1,157$13K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC1,109$12.9K0.01%+23813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,009$11.7K<0.01%-94313F-HRTimeline
Golden State Wealth Management, LLC1,000$11.6K<0.01%013F-HR/ATimeline
MRP Capital Investments, LLC1,000$11.6K0.01%013F-HRTimeline
Bank & Trust Co1,000$11.6K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$11.6K0.01%013F-HRTimeline
Bell Investment Advisors, Inc966$11.2K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…925$10.8K0.01%new13F-HRTimeline
CarsonAllaria Wealth Management, Ltd.868$10.1K0.01%013F-HRTimeline
WPG Advisers, LLC858$9.98K0.01%new13F-HRTimeline
Aviso Financial Inc.800$9.3K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich799$9.29K<0.01%+7613F-HR/ATimeline
Sunbelt Securities, Inc.750$8.72K<0.01%-9,00013F-HRTimeline
Quent Capital, LLC725$8.43K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC700$8.14K<0.01%013F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC696$8.1K<0.01%+28613F-HRTimeline
Compass Wealth Management LLC660$7.68K<0.01%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…640$7.58K<0.01%+44013F-HRTimeline
Estabrook Capital Management630$7.33K<0.01%013F-HRTimeline
Continuum Advisory, LLC626$7.28K<0.01%013F-HRTimeline
True Wealth Design, LLC612$7.12K<0.01%+2613F-HRTimeline
AllSquare Wealth Management LLC600$6.98K<0.01%+30013F-HRTimeline
NVWM, LLC600$6.98K<0.01%013F-HRTimeline
Stonebridge Financial Group, LLC600$6.98K<0.01%+32013F-HRTimeline