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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

895 managers (914 13F filers) reported a position in SOFI shares at 2025-09-30, 633,515,127 shares in all. 244 filers opened a position and 79 filers sold out during the quarter.

Managers
895
13F filers
914
New
244
Added
298
Reduced
233
Sold out
79
Shares held by filers
633,515,127

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Sunpointe, LLC33,183$877K0.32%new13F-HRTimeline
First National Trust Co33,138$876K0.03%+4,93813F-HRTimeline
Lakeshore Financial Planning, Inc.32,565$860K0.32%-3,95013F-HRTimeline
Independent Advisor Alliance32,133$849K0.02%+3,15213F-HRTimeline
World Investment Advisors31,526$833K0.02%+8,30613F-HRTimeline
Archford Capital Strategies, LLC31,402$830K0.1%+3313F-HRTimeline
Compound Planning, Inc.31,388$829K0.03%+3,83613F-HRTimeline
Catalyst Funds Management Pty Ltd31,145$823K0.12%013F-HRTimeline
UMB Bank, n.a.31,112$822K0.01%-2,07913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CIBC Asset Management Inc30,948$817K<0.01%+4013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.30,400$803K0.32%-27,90013F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC30,382$803K0.05%+3,82213F-HRTimeline
Regal Partners Ltdin group Regal Partners Ltd30,007$793K0.06%-4,50613F-HRTimelineGroup
J.W. COLE ADVISORS, INC.29,782$787K0.02%+6,49613F-HRTimeline
OXFORD ASSET MANAGEMENT LLP29,679$784K0.26%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
RPG Investment Advisory, LLC28,850$762K0.09%-60013F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT28,801$761K0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC28,710$759K0.01%-2,32613F-HRTimeline
FNY Investment Advisers, LLC28,634$756K0.24%+28,62113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management28,313$748K0.01%-34,01513F-HRTimelineGroup
Mayflower Financial Advisors, LLC28,288$747K0.09%-2,12713F-HRTimeline
Volterra Technologies LP28,123$743K0.49%new13F-HRTimeline
Foundations Investment Advisors, LLC28,111$743K0.01%+1,18713F-HRTimeline
Clare Market Investments LLC28,035$741K0.15%new13F-HRTimeline
Callan Family Office, LLC28,002$740K0.02%-1,88713F-HRTimeline
Pine Valley Investments Ltd Liability Co27,685$731K0.04%+7,08513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…27,276$721K0.02%-5,77413F-HRTimelineGroup
INTEGRITY ALLIANCE, LLC.27,234$720K0.03%-54813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.27,188$718K0.03%+14,65013F-HRTimelineGroup
Numerai GP LLC26,478$700K0.1%-5,13413F-HRTimeline
MGO ONE SEVEN LLC26,398$697K0.02%+8,08213F-HRTimeline
R Squared Ltd26,248$693K0.3%-3,23613F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…26,239$693K<0.01%+1,89113F-HRTimelineGroup
Emergent Wealth Advisors, LLC26,238$693K0.4%+1813F-HRTimeline
Hexagon Capital Partners LLC26,186$692K0.14%-2,12113F-HRTimeline
Lombard Odier Asset Management (Switzer…26,000$687K0.03%new13F-HRTimeline
Wedmont Private Capital24,086$678K0.03%+2,59313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…25,624$677K0.02%-25,65113F-HRTimelineGroup
Steward Partners Investment Advisory, L…25,604$676K<0.01%+1,51113F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC25,566$675K<0.01%new13F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,459$673K<0.01%-5,63113F-HRTimelineGroup
SLT Holdings LLC25,237$667K0.44%+3,05613F-HRTimeline
Concorde Asset Management, LLC25,380$658K0.28%13F-HRTimeline
Aldebaran Financial Inc.24,215$640K0.64%-1,01013F-HRTimeline
Aigen Investment Management, LP23,952$633K0.1%-36,26113F-HRTimeline
SteelPeak Wealth, LLC23,729$627K0.02%-2,74913F-HRTimeline
Traynor Capital Management, Inc.23,630$624K0.04%+5,74413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…23,577$623K0.02%-10,28913F-HRTimelineGroup
SeaCrest Wealth Management, LLC22,178$621K0.07%new13F-HRTimeline
MANCHESTER FINANCIAL INC23,406$618K0.12%-1,00013F-HRTimeline
&PARTNERS23,209$613K<0.01%-2,58913F-HRTimeline
Farther Finance Advisors, LLC23,169$612K0.01%+12,39813F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC22,594$597K0.01%+75113F-HRTimelineGroup
Meeder Advisory Services, Inc.group of 2 filers holding22,553$596K+597Timeline
Joule Financial, LLC22,545$596K0.18%-27,03113F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC22,392$592K0.03%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,241$588K<0.01%+3,24913F-HRTimelineGroup
Beacon Pointe Advisors, LLC22,118$584K<0.01%-85,70813F-HRTimeline
Vestcor Inc22,100$584K0.02%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV22,062$583K0.06%-19,15413F-HRTimeline
AE Wealth Management LLC21,790$576K<0.01%+3,17013F-HRTimeline
Carnegie Lake Advisors LLC21,650$572K0.22%-5013F-HRTimeline
one8zero8, LLC21,550$569K0.12%013F-HRTimeline
COMERICA BANK21,481$568K<0.01%+10,31913F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,469$567K0.04%-1,10313F-HRTimeline
Marshall Financial Group, LLC21,380$565K0.11%+85613F-HRTimeline
Krilogy Financial LLC18,716$563K0.02%+7,41913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC21,300$563K0.02%new13F-HRTimelineGroup
Caitong International Asset Management …21,075$557K0.39%-74,67013F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.20,879$552K<0.01%new13F-HRTimelineGroup
CALTON & ASSOCIATES, INC.20,201$534K0.08%-1,94913F-HRTimeline
Leonteq Securities AG20,170$533K0.03%+2,67013F-HRTimeline
Ardmore Road Asset Management LP20,000$528K0.03%new13F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC19,838$524K<0.01%new13F-HRTimelineGroup
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…19,630$519K<0.01%new13F-HRTimelineGroup
Probity Advisors, Inc.19,530$516K0.08%-1,83913F-HRTimeline
Fortis Advisors, LLC19,500$515K0.29%-11,80013F-HRTimeline
Motley Fool Asset Management LLCin group Motley Fool Asset Management …19,475$515K0.02%+1,80813F-HRTimelineGroup
EVENTIDE ASSET MANAGEMENT, LLC18,668$514K0.01%+3,03513F-HRTimeline
Coordinated Financial Services, Inc.19,375$512K0.33%-3,92513F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…19,095$504K0.17%+2,31513F-HRTimelineGroup
TD Waterhouse Canada Inc.19,554$504K<0.01%-3,45713F-HRTimeline
Sequoia Financial Advisors, LLC19,062$504K<0.01%+7,88513F-HRTimeline
UniSuper Management Pty Ltd19,000$502K<0.01%new13F-HRTimeline
Thrive Wealth Management, LLC18,957$501K0.08%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.18,711$494K0.02%+18913F-HRTimeline
Bleakley Financial Group, LLC18,628$492K0.01%+1,91913F-HRTimeline
CoreCap Advisors, LLC18,562$490K0.02%+5,35613F-HRTimeline
VERUS CAPITAL PARTNERS, LLC18,533$490K0.04%+47513F-HR/ATimeline
Pointe Capital Management LLC18,490$489K0.24%013F-HRTimeline
CAPITAL ADVISORS INC/OK18,457$488K0.01%+1,05513F-HRTimeline
WEALTHSPAN PARTNERS, LLC18,451$487K0.19%-3,35513F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding18,260$482K-4,343Timeline
Counterpoint Mutual Funds LLC18,186$480K0.04%new13F-HRTimeline
IEQ CAPITAL, LLC18,003$476K<0.01%new13F-HRTimeline
KLCM Advisors, Inc.17,977$475K0.05%+5,77713F-HRTimeline
Vise Technologies, Inc.17,748$469K0.02%-21,28313F-HRTimeline
Global Financial Private Client, LLC17,516$463K0.16%+20313F-HRTimeline
Yeomans Consulting Group, Inc.17,854$460K0.16%new13F-HRTimeline
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…17,384$459K<0.01%new13F-HRTimelineGroup
USAdvisors Wealth Management, LLC17,325$457K0.16%+1,12513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,118$452K0.01%+6,75213F-HRTimeline
Adams Wealth Management17,333$450K0.1%013F-HRTimeline
CacheTech Inc.17,333$450K0.09%013F-HRTimeline
Bensler, LLC16,850$445K0.05%013F-HRTimeline
Gladstone Institutional Advisory LLC16,705$441K0.02%-7,34713F-HRTimeline
Avestar Capital, LLC16,697$441K0.03%+2,11513F-HRTimeline
Clay Northam Wealth Management, LLC16,665$440K0.25%013F-HRTimeline
Redhawk Wealth Advisors, Inc.16,634$439K0.05%+31013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC16,581$438K0.13%-61913F-HRTimeline
ALBION FINANCIAL GROUP /UT16,415$434K0.03%013F-HRTimeline
Pallas Capital Advisors LLC16,403$433K0.02%+2,05613F-HRTimeline
SCOTIA CAPITAL INC.16,341$432K<0.01%new13F-HRTimeline
NFSG Corp16,324$431K0.06%-1,15213F-HRTimeline
Patriot Financial Group Insurance Agenc…16,323$431K0.06%-45913F-HRTimeline
TRUEFG, LLC16,300$431K0.12%013F-HRTimeline
Ranch Capital Advisors Inc.16,061$424K0.16%-9,11013F-HRTimeline
Left Brain Wealth Management, LLC16,000$423K0.13%new13F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,834$418K0.07%+5913F-HRTimeline
Fermata Advisors, LLC15,710$415K0.11%013F-HRTimeline
Siemens Fonds Invest GmbH15,416$407K0.02%new13F-HRTimeline
Mayfair Advisory Group, LLC15,285$404K0.17%013F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC15,216$402K0.03%new13F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…15,110$399K0.04%013F-HRTimeline
Advanced Portfolio Management, LLC15,000$396K1.03%new13F-HRTimeline
Gotham Asset Management, LLC14,991$396K<0.01%013F-HRTimeline
Headlands Technologies LLC14,967$395K0.03%-82,38913F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC14,906$394K0.03%+4,57413F-HRTimeline
FULLCIRCLE WEALTH LLC13,400$394K0.14%013F-HRTimeline
Dynamic Advisor Solutions LLC14,885$393K0.01%-2,66013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC14,803$391K0.09%new13F-HRTimeline
PRIVATE TRUST CO NA14,676$388K0.03%+7,07613F-HRTimeline
Ausdal Financial Partners, Inc.14,629$386K0.02%-76513F-HRTimeline
Ballentine Partners, LLC14,454$382K0.01%+24013F-HRTimeline
Belvedere Trading LLC14,418$381K0.03%new13F-HRTimeline
FAS Wealth Partners, Inc.14,365$380K0.03%-45513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,253$377K0.01%+3,91213F-HRTimelineGroup
IFS Group,LLC14,528$374K0.33%13F-HRTimeline
SIG BROKERAGE, LP14,133$373K0.09%+33513F-HRTimeline
Key Client Fiduciary Advisors, LLC14,101$373K0.13%+41913F-HRTimeline
True Freedom Investing, LLC14,101$373K0.13%new13F-HRTimeline
Cooper Financial Group13,987$370K0.04%-16813F-HRTimeline
Matisse Capital13,890$367K0.17%-61,42013F-HRTimeline
Sowell Financial Services LLC13,881$367K0.01%-6,95413F-HRTimeline
Ring Mountain Capital, LLC13,850$366K0.2%-8,64913F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.13,843$366K0.06%-49,03713F-HRTimeline
Trivium Point Advisory, LLC13,745$363K0.04%-95813F-HRTimeline
Plum Street Advisors, LLC13,577$359K0.14%new13F-HRTimeline
Worth Financial Advisory Group, LLC13,525$357K0.2%-7513F-HRTimeline
SIGNATUREFD, LLC13,502$357K0.01%-3,65713F-HRTimeline
Procyon Advisors, LLC13,374$353K0.02%+11013F-HRTimeline
Keystone Financial Services13,015$344K0.11%+4813F-HRTimeline
Shay Capital LLC13,000$343K0.06%new13F-HRTimeline
IHT Wealth Management, LLC12,954$342K0.01%new13F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC12,937$342K<0.01%+1,32313F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,932$342K<0.01%+513F-HRTimelineGroup
Axim Planning & Wealth12,929$342K0.27%-2,72113F-HRTimeline
Alpine Global Management, LLC12,911$341K0.07%new13F-HR/ATimeline
SageView Advisory Group, LLC12,902$341K0.01%-47413F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.12,841$339K<0.01%new13F-HR/ATimelineGroup
M1 Capital Management LLC12,700$336K0.14%+1,40013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…12,681$335K<0.01%+1,69713F-HRTimelineGroup
Visionary Wealth Advisors12,637$334K0.02%+16813F-HRTimeline
NewEdge Wealth, LLC11,093$334K<0.01%new13F-HRTimeline
Garden State Investment Advisory Servic…12,606$333K0.08%-1,86913F-HRTimeline
Future Financial Wealth Managment LLC12,500$330K0.21%-2,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Metis Global Partners, LLC12,446$329K0.01%new13F-HRTimeline
Palacios Wealth Management, LLC12,429$328K0.22%+1,72913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,388$327K0.01%-18313F-HRTimelineGroup
Prostatis Group LLC12,261$324K0.08%013F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS12,254$324K0.01%new13F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC12,163$321K<0.01%-1,77813F-HRTimelineGroup
SCS Capital Management LLC12,084$319K<0.01%-4,51713F-HRTimeline
Rosenberg Matthew Hamilton12,026$318K0.07%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO3,825$318K0.03%new13F-HRTimeline
Dynasty Wealth Management, LLC11,992$317K<0.01%new13F-HRTimeline
Prasad Wealth Partners, LLC11,872$314K0.09%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,858$313K<0.01%new13F-HRTimeline
David J Yvars Group11,820$312K0.17%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,693$309K<0.01%new13F-HRTimelineGroup
White Wing Wealth Management11,820$304K0.19%+1,57013F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$304K0.09%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV11,425$302K0.05%+8413F-HRTimeline
True Vision MN LLC11,407$301K0.16%new13F-HRTimeline
Main Street Financial Solutions, LLC11,393$301K0.02%new13F-HRTimeline
Modus Advisors, LLC11,308$299K0.08%new13F-HRTimeline
Maia Wealth LLC9,776$299K0.05%new13F-HRTimeline
Rydar Equities, Inc.11,559$298K0.24%new13F-HRTimeline
DRW Securities, LLC11,199$296K0.02%-12,83713F-HRTimeline
Larson Financial Group LLC11,195$296K0.01%+9,17313F-HRTimeline
Prime Capital Investment Advisors, LLC11,193$296K<0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,190$296K0.01%-1,36413F-HRTimeline
PKS Advisory Services, LLC11,125$294K0.06%+12513F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW11,024$291K0.04%+44613F-HRTimelineGroup
NTV Asset Management LLC11,000$291K0.03%new13F-HRTimeline
GRIES FINANCIAL LLC10,928$289K0.05%new13F-HRTimeline
Horizon Wealth Management, LLC10,900$288K0.04%013F-HRTimeline
Rathbones Group PLC10,871$287K<0.01%new13F-HRTimeline
Steele Capital Management, Inc.10,750$284K0.01%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC10,736$284K0.01%new13F-HRTimeline