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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

987 managers (1,006 13F filers) reported a position in SOFI shares at 2025-12-31, 700,227,790 shares in all. 135 filers opened a position and 89 filers sold out during the quarter.

Managers
987
13F filers
1,006
New
135
Added
431
Reduced
238
Sold out
89
Shares held by filers
700,227,790

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Fortis Capital Advisors, LLC37,964$994K0.15%+1,59813F-HRTimeline
Financial Partners Group, Inc43,549$993K0.11%+4,90413F-HRTimeline
NorthRock Partners, LLC37,498$982K0.02%+3,79313F-HRTimeline
DAVENPORT & Co LLC37,414$980K0.01%-69313F-HRTimeline
Sun Financial Inc37,187$974K0.54%13F-HRTimeline
Perigon Wealth Management, LLC37,140$972K0.02%+36813F-HRTimeline
World Investment Advisors36,813$964K0.02%+5,28713F-HR/ATimeline
Vise Technologies, Inc.36,530$956K0.02%+18,78213F-HRTimeline
Farther Finance Advisors, LLC36,445$954K0.01%+13,27613F-HRTimeline
First National Trust Co36,197$948K0.03%+3,05913F-HRTimeline
McGuire Investment Group, LLC35,950$941K0.1%013F-HRTimeline
Friedenthal Financial35,354$926K0.48%new13F-HRTimeline
Centiva Capital, LP35,292$924K0.06%new13F-HRTimeline
Encompass More Asset Management35,157$920K0.17%new13F-HRTimeline
Generation Capital Management LLC35,045$917K0.6%new13F-HRTimeline
Hunting Hill Global Capital, LLC34,916$914K0.91%new13F-HRTimeline
Foundations Investment Advisors, LLC34,913$914K0.01%+6,80213F-HRTimeline
Clean Yield Group34,616$906K0.25%new13F-HRTimeline
COFG Advisors, LLC34,614$906K0.22%13F-HRTimeline
MLP3, LLC34,130$894K0.98%13F-HRTimeline
Longaeva Partners L.P.34,123$893K0.11%new13F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC34,027$891K0.05%+3,64513F-HRTimeline
DIVERSIFIED TRUST CO33,743$883K0.02%+9413F-HRTimeline
Numerai GP LLC32,755$858K0.1%+6,27713F-HRTimeline
Compound Planning, Inc.32,480$850K0.03%+1,09213F-HRTimeline
UMB Bank, n.a.32,449$850K0.01%+1,33713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SLT Holdings LLC32,287$845K0.56%+7,05013F-HRTimeline
SeaCrest Wealth Management, LLC31,255$844K0.09%+9,07713F-HRTimeline
ZEGA Investments, LLC32,226$844K0.16%new13F-HRTimeline
Callan Family Office, LLC32,202$843K0.02%+4,20013F-HRTimeline
MONETTA FINANCIAL SERVICES INC32,000$838K0.6%new13F-HRTimeline
Valeo Financial Advisors, LLC31,976$837K0.02%-3,34513F-HRTimeline
Capital Advantage, Inc.31,931$836K0.11%new13F-HRTimeline
&PARTNERS31,320$820K<0.01%+8,11113F-HRTimeline
Eddie Patel Inc31,278$819K0.61%13F-HRTimeline
Aptus Capital Advisors, LLC31,168$816K0.01%+2,45813F-HRTimeline
Catalyst Funds Management Pty Ltd31,145$815K0.19%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC31,081$814K0.1%-22,40513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC31,043$813K0.1%new13F-HRTimeline
Vident Advisory, LLCin group Vident Advisory, LLC30,972$811K0.01%+8,37813F-HRTimelineGroup
Steward Partners Investment Advisory, L…30,905$809K<0.01%+5,30113F-HRTimeline
9823 Capital, L.P.30,022$786K0.54%13F-HRTimeline
E. Ohman J:or Asset Management AB29,677$777K0.02%new13F-HRTimeline
MACQUARIE GROUP LTDin group MACQUARIE GROUP LTD29,495$772K<0.01%-184,46613F-HRTimelineGroup
Realta Investment Advisors29,292$767K0.25%new13F-HRTimeline
Lombard Odier Asset Management (Switzer…29,100$762K0.03%+3,10013F-HRTimeline
Concorde Asset Management, LLC28,820$755K0.3%+3,44013F-HRTimeline
Avanza Fonder AB28,586$748K0.02%new13F-HRTimeline
Mayflower Financial Advisors, LLC28,549$747K0.09%+26113F-HRTimeline
Wedmont Private Capital27,543$744K0.03%+3,45713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…28,341$742K<0.01%new13F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC28,369$742K0.2%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP28,324$742K0.01%-15,30613F-HRTimelineGroup
FLOYD FINANCIAL GROUP LLC38,982$741K0.5%new13F-HRTimeline
RPG Investment Advisory, LLC28,250$740K0.08%-60013F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.28,000$733K0.28%-2,40013F-HRTimeline
True Freedom Investing, LLC27,923$731K0.05%+13,82213F-HRTimeline
MetLife Investment Management, LLCin group MetLife Investment Management…27,863$729K<0.01%+1,62413F-HRTimelineGroup
Pine Valley Investments Ltd Liability Co27,775$727K0.04%+9013F-HRTimeline
COMERICA BANK27,215$712K<0.01%+5,73413F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP26,820$702K0.01%-406,03413F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MGO ONE SEVEN LLC26,676$698K0.01%+27813F-HRTimeline
Archford Capital Strategies, LLC26,402$691K0.08%-5,00013F-HRTimeline
INTEGRITY ALLIANCE, LLC.26,141$684K0.03%-1,09313F-HRTimeline
Index Technologies Group LLC26,120$684K0.71%13F-HRTimeline
Hexagon Capital Partners LLC26,072$683K0.13%-11413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…26,063$682K0.02%+2,48613F-HRTimelineGroup
Beacon Pointe Advisors, LLC25,957$680K<0.01%+3,83913F-HRTimeline
Legend Capital Advisors LLC25,925$679K0.38%13F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding25,899$678K+3,346Timeline
Traynor Capital Management, Inc.24,703$647K0.04%+1,07313F-HRTimeline
Robeco Institutional Asset Management B…in group Robeco Institutional Asset Ma…24,455$640K<0.01%+4,82513F-HRTimelineGroup
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…23,884$625K0.01%-12,79113F-HRTimelineGroup
MAINSTAY CAPITAL MANAGEMENT LLC /ADV23,705$621K0.05%+1,64313F-HRTimeline
MANCHESTER FINANCIAL INC23,371$612K0.11%-3513F-HRTimeline
Integrated Wealth Concepts LLC23,359$612K0.01%-48,82113F-HRTimeline
CAPITAL ADVISORS INC/OK22,813$597K0.01%+4,35613F-HRTimeline
CHOREO, LLC22,442$596K0.01%-13,73913F-HRTimeline
JUPITER ASSET MANAGEMENT LTDin group JUPITER ASSET MANAGEMENT LTD22,759$596K<0.01%new13F-HRTimelineGroup
PDT Partners, LLC22,437$587K0.04%-88,90013F-HRTimeline
SIG BROKERAGE, LP22,402$586K0.2%+8,26913F-HRTimeline
EMERALD MUTUAL FUND ADVISERS TRUSTin group EMERALD ADVISERS, LLC22,392$586K0.03%013F-HRTimelineGroup
Vestcor Inc22,100$579K0.02%013F-HRTimeline
Woodline Partners LP22,066$578K<0.01%new13F-HRTimeline
AE Wealth Management LLC22,017$576K<0.01%+22713F-HRTimeline
UniSuper Management Pty Ltd22,000$576K<0.01%+3,00013F-HRTimeline
Joule Financial, LLC21,981$575K0.17%-56413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC21,809$571K0.03%+34013F-HRTimeline
EVENTIDE ASSET MANAGEMENT, LLC21,398$568K0.01%+2,73013F-HRTimeline
Carnegie Lake Advisors LLC21,650$567K0.22%013F-HRTimeline
one8zero8, LLC21,550$564K0.12%013F-HRTimeline
Emergent Wealth Advisors, LLC21,369$559K0.31%-4,86913F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC21,339$559K0.02%+3913F-HRTimelineGroup
CoreCap Advisors, LLC21,267$557K0.02%+2,70513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC20,975$549K0.01%+8,81213F-HRTimelineGroup
Guardian Capital, LLC20,660$541K0.48%13F-HRTimeline
Bleakley Financial Group, LLC20,651$541K0.01%+2,02313F-HRTimeline
J.W. COLE ADVISORS, INC.22,030$536K0.01%-7,75213F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management20,443$535K<0.01%new13F-HRTimelineGroup
Motley Fool Asset Management LLCin group Motley Fool Asset Management …20,343$533K0.02%+86813F-HRTimelineGroup
Marshall Financial Group, LLC20,249$530K0.1%-1,13113F-HRTimeline
CALTON & ASSOCIATES, INC.20,191$529K0.08%-1013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC20,163$528K0.03%+11,84813F-HRTimeline
BankChampaign, National Association19,951$522K0.52%13F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…19,900$521K0.17%+80513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC19,838$519K<0.01%013F-HRTimelineGroup
Dynamic Advisor Solutions LLC19,585$513K0.02%+4,70013F-HRTimeline
Ring Mountain Capital, LLC19,591$512K0.26%+5,74113F-HRTimeline
Rathbones Group PLC19,546$512K<0.01%+8,67513F-HR/ATimeline
CAXTON ASSOCIATES LLP19,530$511K0.01%-117,28113F-HRTimeline
TCW GROUP INCin group TCW GROUP INC19,516$511K<0.01%new13F-HRTimelineGroup
Thrive Wealth Management, LLC19,492$510K0.07%+53513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC19,299$505K0.01%+2,18113F-HRTimeline
Alpine Global Management, LLC19,016$498K0.11%+6,10513F-HR/ATimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC18,966$497K<0.01%-3,27513F-HRTimelineGroup
WEALTHSPAN PARTNERS, LLC18,901$495K0.18%+45013F-HRTimeline
Andra AP-fonden18,800$492K0.01%new13F-HRTimeline
Ares Systematic Credit Ltd18,684$489K0.4%13F-HRTimeline
iA Global Asset Management Inc.18,611$487K0.01%-64,87913F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT18,583$487K0.09%+9,60013F-HRTimeline
Pointe Capital Management LLC18,490$484K0.24%013F-HRTimeline
Modus Advisors, LLC18,353$480K0.13%+7,04513F-HRTimeline
Probity Advisors, Inc.18,081$473K0.08%-1,44913F-HRTimeline
Southern Financial Group, LLC17,840$467K0.13%13F-HRTimeline
Shepherd Street Advisors LLC17,807$466K0.45%13F-HRTimeline
USAdvisors Wealth Management, LLC17,825$466K0.15%+50013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding17,763$465K-497Timeline
Aldebaran Financial Inc.17,360$461K0.43%-6,85513F-HRTimeline
Coordinated Financial Services, Inc.17,600$461K0.26%-1,77513F-HRTimeline
Mayfair Advisory Group, LLC16,778$461K0.18%+1,49313F-HRTimeline
Fortis Advisors, LLC17,500$458K0.25%-2,00013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC17,495$458K<0.01%+7,10813F-HRTimelineGroup
Adams Wealth Management17,333$458K0.1%013F-HRTimeline
CacheTech Inc.17,333$458K0.08%013F-HRTimeline
WEST MICHIGAN ADVISORS, LLC17,466$457K0.1%+2,66313F-HRTimeline
Bensler, LLC17,450$457K0.05%+60013F-HRTimeline
R Squared Ltd17,402$456K0.21%-8,84613F-HRTimeline
Krilogy Financial LLC17,656$456K0.02%-1,06013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …17,369$455K<0.01%13F-HR/ATimelineGroup
DECISION INVESTMENTS, INC17,240$451K0.49%13F-HRTimeline
Karras Company, Inc.17,111$448K0.44%13F-HRTimeline
Siemens Fonds Invest GmbH16,710$444K0.02%+1,29413F-HRTimeline
EntryPoint Capital, LLC16,757$439K0.17%+8,91813F-HRTimeline
Gladstone Institutional Advisory LLC16,500$432K0.02%-20513F-HRTimeline
Volterra Technologies LP16,471$431K0.44%-11,65213F-HRTimeline
ALBION FINANCIAL GROUP /UT16,415$430K0.03%013F-HRTimeline
NFSG Corp16,375$429K0.07%+5113F-HRTimeline
Gotham Asset Management, LLC16,320$427K<0.01%+1,32913F-HRTimeline
TRUEFG, LLC16,300$427K0.11%013F-HRTimeline
Patriot Financial Group Insurance Agenc…16,066$421K0.05%-25713F-HRTimeline
B. Riley Wealth Advisors, Inc.16,055$420K0.02%+7,84713F-HRTimeline
Ranch Capital Advisors Inc.16,045$420K0.15%-1613F-HRTimeline
Freestone Grove Partners LP15,988$419K<0.01%new13F-HRTimeline
TUCKER ASSET MANAGEMENT LLC15,977$418K0.12%-60413F-HRTimeline
VERUS CAPITAL PARTNERS, LLC15,958$418K0.03%-2,57513F-HR/ATimeline
Sowell Financial Services LLC15,875$416K0.02%+1,99413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC15,836$415K0.07%+213F-HRTimeline
WESTCO ADVISORY SERVICES INC /ADV15,819$414K0.25%13F-HRTimeline
Avestar Capital, LLC15,791$413K0.03%-90613F-HRTimeline
Fermata Advisors, LLC15,710$411K0.1%013F-HRTimeline
Leonteq Securities AG15,648$410K0.02%-4,52213F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…15,310$401K0.03%+20013F-HRTimeline
YOUSIF CAPITAL MANAGEMENT, LLC15,710$400K<0.01%+2,77313F-HRTimeline
Blue Line Capital, LLC / IL15,212$398K0.47%13F-HRTimeline
Key Client Fiduciary Advisors, LLC15,168$397K0.14%+1,06713F-HRTimeline
United Capital Management of KS, Inc.15,125$396K0.06%new13F-HR/ATimeline
IHT Wealth Management, LLC15,058$394K0.01%+2,10413F-HRTimeline
M1 Capital Management LLC15,050$394K0.16%+2,35013F-HRTimeline
Pallas Capital Advisors LLC15,047$394K0.01%-1,35613F-HRTimeline
Capital Investment Advisors, LLC15,044$394K0.01%+5,45813F-HRTimeline
Lighthouse Investment Partners, LLCin group Lighthouse Investment Partner…14,985$392K0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…14,971$392K0.01%+71813F-HRTimelineGroup
HIGHLAND CAPITAL MANAGEMENT, LLC14,949$391K0.02%-56,80213F-HRTimeline
Cooper Financial Group14,847$389K0.04%+86013F-HRTimeline
Hobbs Group Advisors, LLC14,775$387K0.12%new13F-HRTimeline
Root Financial Partners, LLC14,733$386K0.02%+10,96513F-HRTimeline
PRIVATE TRUST CO NA14,676$384K0.03%013F-HRTimeline
SMITH, MOORE & CO.14,582$382K0.03%new13F-HRTimeline
SCOTIA CAPITAL INC.14,550$381K<0.01%-1,79113F-HRTimeline
Redhawk Wealth Advisors, Inc.14,511$380K0.04%-2,12313F-HRTimeline
Procyon Advisors, LLC14,383$377K0.02%+1,00913F-HRTimeline
FAS Wealth Partners, Inc.14,365$376K0.02%013F-HRTimeline
Ballentine Partners, LLC14,312$375K0.01%-14213F-HRTimeline
Trivium Point Advisory, LLC14,245$373K0.04%+50013F-HRTimeline
DRW Securities, LLC14,211$372K0.03%+3,01213F-HRTimeline
Dynasty Wealth Management, LLC14,209$372K<0.01%+2,21713F-HRTimeline
Graham Capital Management, L.P.13,895$364K0.01%-145,79913F-HRTimeline
Petros Family Wealth, LLC13,757$360K0.24%new13F-HRTimeline
Worth Financial Advisory Group, LLC13,705$359K0.17%+18013F-HRTimeline
Nikulski Financial, Inc.13,681$358K0.09%new13F-HRTimeline
Perpetual Ltdin group Perpetual Ltd13,607$356K0.01%new13F-HRTimelineGroup
Plum Street Advisors, LLC13,577$355K0.13%013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…13,517$354K<0.01%+83613F-HRTimelineGroup
COLDSTREAM CAPITAL MANAGEMENT INC13,482$353K<0.01%+1,62413F-HRTimeline
Parallel Advisors, LLC13,334$349K0.01%+3,98213F-HRTimeline
David J Yvars Group13,300$348K0.19%+1,48013F-HRTimeline
Prime Capital Investment Advisors, LLC13,237$347K<0.01%+2,04413F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,190$345K0.01%+2,00013F-HRTimeline
Ausdal Financial Partners, Inc.13,189$345K0.02%-1,44013F-HRTimeline
Yeomans Consulting Group, Inc.13,175$345K0.1%-4,67913F-HRTimeline