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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
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …20,593$375K0.02%new13F-HRTimelineGroup
CTC Alternative Strategies, Ltd.20,511$374K0.33%new13F-HRTimeline
Newman Dignan & Sheerar, Inc.20,118$366K0.08%+1,25013F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…19,600$357K0.21%new13F-HRTimelineGroup
FAGAN ASSOCIATES, INC.19,485$355K0.05%new13F-HRTimeline
FORA Capital, LLC19,161$349K0.04%-918,78113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,992$346K<0.01%+4,87013F-HRTimelineGroup
Evolution Wealth Advisors, LLC18,715$341K0.05%-20013F-HRTimeline
CIBC WORLD MARKET INC.18,684$340K<0.01%+1,61013F-HRTimeline
AE Wealth Management LLC18,620$339K<0.01%+51413F-HRTimeline
Mayfair Advisory Group, LLC15,285$338K0.16%-40013F-HRTimeline
Bravias Capital Group, LLC18,550$338K0.25%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.18,522$337K0.02%+7,36513F-HRTimeline
Pointe Capital Management LLC18,490$337K0.17%013F-HRTimeline
MGO ONE SEVEN LLC18,316$334K0.01%+1,95813F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,058$329K0.03%+86813F-HR/ATimeline
Cannon Global Investment Management, LLC17,746$323K0.88%-12,25413F-HRTimeline
Adams Wealth Management17,333$322K0.06%013F-HRTimeline
CacheTech Inc.17,333$322K0.06%013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …17,667$322K0.01%-56813F-HRTimelineGroup
Dynamic Advisor Solutions LLC17,545$319K0.01%+2,58613F-HRTimeline
Leonteq Securities AG17,500$319K0.02%-50013F-HRTimeline
NFSG Corp17,476$318K0.05%-4,58313F-HRTimeline
CAPITAL ADVISORS INC/OK17,402$317K0.01%+4,04113F-HRTimeline
NorthRock Partners, LLC17,374$316K0.01%+2,60113F-HR/ATimeline
Traynor Capital Management, Inc.17,886$316K0.02%-1,36913F-HRTimeline
Global Financial Private Client, LLC17,313$315K0.12%+3,50713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC17,200$313K0.1%+2,12113F-HRTimeline
SIGNATUREFD, LLC17,159$312K0.01%-4,31713F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC17,159$312K0.01%-12,79613F-HRTimeline
NWF Advisory Services Inc.16,864$307K0.04%-1,23613F-HRTimeline
Bensler, LLC16,850$307K0.03%013F-HRTimeline
Patriot Financial Group Insurance Agenc…16,782$306K0.04%new13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…16,780$306K0.11%+5,55513F-HRTimelineGroup
Bleakley Financial Group, LLC16,709$304K0.01%new13F-HRTimeline
Freestone Grove Partners LP16,699$304K<0.01%-8,41013F-HRTimeline
Clay Northam Wealth Management, LLC16,665$303K0.19%013F-HRTimeline
B. Riley Wealth Advisors, Inc.16,631$303K0.01%+2,71713F-HRTimeline
SCS Capital Management LLC16,601$302K<0.01%013F-HRTimeline
ALBION FINANCIAL GROUP /UT16,415$299K0.02%013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,324$297K0.04%+12213F-HRTimeline
TRUEFG, LLC16,300$297K0.09%013F-HRTimeline
USAdvisors Wealth Management, LLC16,200$295K0.11%+70013F-HRTimeline
FULLCIRCLE WEALTH LLC13,400$292K0.11%+10013F-HRTimeline
Mutual Advisors, LLC13,714$291K0.01%+2,68913F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,775$287K0.05%-12513F-HRTimeline
Independent Wealth Network Inc.15,715$286K0.1%-40113F-HRTimeline
Fermata Advisors, LLC15,710$286K0.08%+3,22513F-HRTimeline
Axim Planning & Wealth15,650$285K0.26%+1,00013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd15,460$282K0.01%new13F-HRTimelineGroup
SageView Advisory Group, LLC13,376$281K0.01%+1,89013F-HRTimeline
Ausdal Financial Partners, Inc.15,394$280K0.02%+1,76213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…15,110$275K0.03%new13F-HRTimeline
Gotham Asset Management, LLC14,991$273K<0.01%013F-HRTimeline
Focused Wealth Management, Inc14,899$271K0.03%+1,95013F-HRTimeline
FAS Wealth Partners, Inc.14,820$270K0.02%013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC15,633$270K<0.01%new13F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC14,784$269K0.01%-73,37113F-HRTimeline
Trivium Point Advisory, LLC14,703$268K0.03%+3,05013F-HRTimeline
Avestar Capital, LLC14,582$266K0.02%013F-HRTimeline
Future Financial Wealth Managment LLC14,500$264K0.18%+1,00013F-HRTimeline
Garden State Investment Advisory Servic…14,475$264K0.07%-68013F-HRTimeline
Pallas Capital Advisors LLC14,347$261K0.01%-12,89413F-HRTimeline
Parallel Advisors, LLC14,229$259K0.01%+5,47513F-HRTimeline
Ballentine Partners, LLC14,214$259K<0.01%-43413F-HRTimeline
Cooper Financial Group14,155$258K0.03%-2,62013F-HRTimeline
State of Wyoming14,139$257K0.03%+83613F-HRTimeline
Sava Infond d.o.o.14,000$255K0.04%+2,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,941$254K<0.01%new13F-HRTimelineGroup
SIG BROKERAGE, LP13,798$251K0.07%-3,00013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources13,796$251K<0.01%+2,59613F-HRTimelineGroup
Key Client Fiduciary Advisors, LLC13,682$249K0.1%-41013F-HRTimeline
CAXTON ASSOCIATES LLP13,676$249K0.01%+2,54413F-HRTimeline
Worth Financial Advisory Group, LLC13,600$248K0.15%-1013F-HRTimeline
Waterloo Capital, L.P.13,318$243K0.02%new13F-HRTimeline
Procyon Advisors, LLC13,264$242K0.02%-1,07513F-HRTimeline
CoreCap Advisors, LLC13,206$240K0.01%-72613F-HRTimeline
Keystone Financial Services12,967$236K0.08%-11913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,927$235K<0.01%-11,84613F-HRTimelineGroup
Good Life Advisors, LLC12,906$235K0.01%-1,60513F-HRTimeline
DANSKE BANK A/S12,880$235K<0.01%-67,22813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC12,857$234K0.02%new13F-HRTimeline
Machina Capital S.A.S.12,842$234K0.05%new13F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC12,491$232K<0.01%-4,61413F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,571$229K0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC12,554$229K0.01%-3,37913F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG12,500$228K<0.01%new13F-HRTimelineGroup
Visionary Wealth Advisors12,469$227K0.01%+1,61613F-HRTimeline
Prostatis Group LLC12,261$223K0.06%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.12,538$223K0.01%new13F-HRTimelineGroup
KLCM Advisors, Inc.12,200$222K0.02%+1,20013F-HRTimeline
Rosenberg Matthew Hamilton12,026$219K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC11,950$218K<0.01%+11,25013F-HRTimelineGroup
Prasad Wealth Partners, LLC11,872$216K0.06%+6013F-HRTimeline
FEDERATED HERMES, INC.in group FEDERATED HERMES, INC.11,751$214K<0.01%new13F-HRTimelineGroup
YOUSIF CAPITAL MANAGEMENT, LLC11,614$211K<0.01%-1,51513F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$209K0.07%013F-HRTimeline
Vestmark Advisory Solutions, Inc.11,492$209K<0.01%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV11,341$207K0.04%+17813F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC11,350$207K<0.01%-1,00913F-HRTimelineGroup
DIVERSIFIED TRUST CO11,328$206K<0.01%+39013F-HRTimeline
M1 Capital Management LLC11,300$206K0.1%-10013F-HRTimeline
Krilogy Financial LLC11,297$206K0.01%new13F-HRTimeline
Sequoia Financial Advisors, LLC11,177$204K<0.01%-4,36713F-HRTimeline
COMERICA BANK11,162$203K<0.01%-2,03813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC11,125$203K<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC11,094$202K0.01%new13F-HRTimeline
PKS Advisory Services, LLC11,000$200K0.05%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…10,984$200K<0.01%+94513F-HRTimelineGroup
Horizon Wealth Management, LLC10,900$198K0.03%-8013F-HRTimeline
Farther Finance Advisors, LLC10,771$196K<0.01%+6,42313F-HRTimeline
Palacios Wealth Management, LLC10,700$195K0.16%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,650$194K0.12%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW10,578$193K0.03%013F-HRTimelineGroup
Jacobi Capital Management LLC10,565$192K0.01%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,366$189K<0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…10,341$188K<0.01%-5,01313F-HRTimelineGroup
TRANSCEND CAPITAL ADVISORS, LLC10,332$188K0.01%+13013F-HRTimeline
White Wing Wealth Management10,250$187K0.13%new13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.10,248$187K<0.01%-31,45613F-HRTimeline
Avion Wealth10,157$184K0.04%+3313F-HR/ATimeline
Cordgrass Capital Advisors, LLC10,000$182K0.05%013F-HRTimeline
Covestor Ltd9,986$182K0.11%+8,74313F-HRTimeline
Quarry LP9,855$179K0.04%-4,77113F-HRTimeline
Geneos Wealth Management Inc.9,136$166K<0.01%-14,63513F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,591$156K0.01%+3013F-HRTimelineGroup
GAMMA Investing LLC8,558$156K0.01%+27513F-HRTimeline
Baader Bank Aktiengesellschaft13,500$152K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.9,750$150K0.01%+9,00013F-HRTimeline
Arax Advisory Partners7,907$144K0.01%+36813F-HRTimeline
LANARK FINANCIAL, INC.7,677$139K0.01%013F-HRTimeline
PRIVATE TRUST CO NA7,600$138K0.01%+10013F-HRTimeline
Asset Management One Co., Ltd.7,474$136K<0.01%-64013F-HRTimeline
Nemes Rush Group LLC7,338$134K0.01%-55013F-HRTimeline
AdvisorNet Financial, Inc7,165$130K0.01%+1,70913F-HRTimeline
Vermillion & White Wealth Management Gr…7,000$127K0.08%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC6,892$124K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC6,600$120K0.07%013F-HRTimeline
Skandinaviska Enskilda Banken AB (publ)6,570$120K<0.01%+4,82713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…5,957$108K0.01%new13F-HRTimelineGroup
CI INVESTMENTS INC.in group CI INVESTMENTS INC.5,851$107K<0.01%+1,05513F-HRTimelineGroup
MAI Capital Management5,834$106K<0.01%+2,74913F-HRTimeline
Copia Wealth Management5,592$102K0.09%+2,17613F-HRTimeline
Brooklyn Investment Group5,466$99.5K0.01%-1,77113F-HR/ATimeline
Game Plan Financial Advisors, LLC5,200$94.7K0.04%-2,25013F-HRTimeline
SOA Wealth Advisors, LLC.5,134$93.5K0.02%013F-HRTimeline
Bogart Wealth, LLC5,052$92K<0.01%+1,01413F-HRTimeline
DekaBank Deutsche Girozentrale5,166$91K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,945$90K<0.01%-2,24813F-HRTimelineGroup
Tidemark, LLC4,892$89.1K0.03%+51413F-HRTimeline
N.E.W. Advisory Services LLC4,853$88.4K0.01%-2,32113F-HRTimeline
Wilmington Savings Fund Society, FSB4,830$88K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC4,477$81.5K0.01%+3813F-HRTimeline
Bank of New Hampshire4,200$76.5K0.02%+20013F-HRTimeline
Essential Partners LLC4,013$73.1K0.03%13F-HRTimeline
WealthCollab, LLC4,000$72.8K0.04%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,976$72.4K0.01%new13F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …3,900$71K<0.01%013F-HR/ATimelineGroup
AllSquare Wealth Management LLC3,800$69.2K0.04%+3,20013F-HRTimeline
Clearstead Advisors, LLC3,659$66.6K<0.01%+80713F-HRTimeline
Aster Capital Management (DIFC) Ltd3,612$65.8K0.01%+2,24613F-HRTimeline
Mirae Asset Global Investments Co., Ltd.group of 2 filers holding3,536$64.4K-856,407Timeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,441$62.7K<0.01%new13F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,436$62.6K<0.01%-81613F-HRTimelineGroup
Erste Asset Management GmbHin group Erste Asset Management GmbH3,410$62.1K<0.01%new13F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,370$61.4K<0.01%013F-HRTimelineGroup
Legacy Investment Solutions, LLC3,324$60.5K0.03%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,324$60.5K0.03%+8013F-HRTimelineGroup
GeoWealth Management, LLC3,315$60.4K<0.01%+2913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,254$59.3K<0.01%-1,60813F-HRTimelineGroup
Westside Investment Management, Inc.3,300$58.7K0.01%-25013F-HRTimeline
MCF Advisors LLC3,072$55.9K<0.01%013F-HRTimeline
Garde Capital, Inc.2,653$48.3K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,562$46.7K<0.01%+1,55313F-HRTimeline
CNB Bank2,500$45.5K0.02%013F-HRTimeline
Archer Investment Corp2,500$45.5K0.01%013F-HRTimeline
IAG Wealth Partners, LLC2,461$44.8K0.01%-6413F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,300$42K0.02%013F-HRTimeline
First Horizon Advisors, Inc.2,185$39.8K<0.01%-21213F-HRTimeline
Strategic Wealth Partners, Ltd.2,175$39.6K<0.01%13F-HRTimeline
Larson Financial Group LLC2,022$36.8K<0.01%-69213F-HRTimeline
BARRETT & COMPANY, INC.2,000$36.4K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,000$36.4K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co2,000$36.4K0.02%new13F-HRTimeline
Glen Eagle Advisors, LLC1,938$35.3K0.01%+49313F-HRTimeline
Winthrop Capital Management, LLC1,842$34K0.01%013F-HRTimeline
WHITTIER TRUST CO1,750$31.9K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,819$31.2K<0.01%-46713F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…1,700$31K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC1,648$30K<0.01%+3413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,610$29.3K<0.01%-11013F-HRTimeline
Hurley Capital, LLC1,400$25.5K0.02%-17513F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,394$25.4K<0.01%013F-HRTimeline
Signature Resources Capital Management,…1,341$24.4K0.01%013F-HRTimeline
Hemington Wealth Management1,325$24K<0.01%+12213F-HRTimeline
Parkside Financial Bank & Trust1,317$24K<0.01%+1813F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,282$23.3K<0.01%-13213F-HRTimeline
Aventura Private Wealth, LLC1,279$23.3K0.01%-5013F-HRTimeline
True Wealth Design, LLC1,269$23.1K0.01%+65713F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,235$22.5K<0.01%+7013F-HRTimeline