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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

908 managers (928 13F filers) reported a position in SOFI shares at 2026-06-30, 653,384,853 shares in all. 117 filers opened a position and 118 filers sold out during the quarter.

Managers
908
13F filers
928
New
117
Added
397
Reduced
260
Sold out
118
Shares held by filers
653,384,853

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Phoenix Financial Ltd.in group Phoenix Financial Ltd.12,115$217K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC12,045$216K0.01%new13F-HRTimeline
Dynasty Wealth Management, LLC11,800$212K<0.01%-3,77513F-HRTimeline
Root Financial Partners, LLC11,640$209K0.01%-71313F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$206K0.05%013F-HRTimeline
Quantitative Investment Management, LLC11,511$206K0.02%-748,71013F-HRTimeline
Fortis Capital Management LLC11,442$205K0.02%+4513F-HRTimeline
Fearless Solutions, LLC dba Best Invest11,410$205K0.11%new13F-HRTimeline
M1 Capital Management LLC11,300$203K0.07%-5,50013F-HRTimeline
Strategic Blueprint, LLC11,241$202K0.01%new13F-HRTimeline
Meridian Wealth Management, LLC11,124$199K0.01%-5,92413F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC11,109$199K0.01%+47213F-HRTimeline
Avior Wealth Management, LLC11,090$199K0.01%-4,88813F-HRTimeline
Bogart Wealth, LLC11,084$199K0.01%+3213F-HRTimeline
Avion Wealth11,084$198K0.04%+2713F-HRTimeline
ETF Portfolio Partners, Inc.11,000$197K0.05%+1,00013F-HRTimeline
Seelaus Asset Management LLC10,981$197K0.14%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC10,926$196K<0.01%-92513F-HRTimeline
Horizon Wealth Management, LLC10,900$195K0.02%013F-HRTimeline
Rosenberg Matthew Hamilton10,875$195K0.04%+7513F-HRTimeline
ZACKS INVESTMENT MANAGEMENT10,871$195K<0.01%-321,27113F-HRTimeline
Lodestone Wealth Management LLC10,831$194K0.07%+5,05313F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC10,806$194K<0.01%new13F-HRTimelineGroup
BOK Financial Private Wealth, Inc.10,765$193K0.01%013F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV10,815$193K0.03%-1,57113F-HRTimeline
FIL Ltdin group FIL Ltd10,701$192K<0.01%+2,01213F-HRTimelineGroup
Tamar Securities, LLC10,698$192K0.02%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.10,531$192K0.01%-8,63613F-HRTimeline
Future Financial Wealth Managment LLC11,500$191K0.12%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …10,294$190K<0.01%-93413F-HRTimelineGroup
Chicago Partners Investment Group LLC11,386$190K<0.01%+62913F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co10,511$188K0.01%new13F-HRTimeline
Ethic Inc.10,510$188K<0.01%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…10,573$188K<0.01%+3,30713F-HRTimelineGroup
SIGNATUREFD, LLC10,446$187K<0.01%-1,37813F-HRTimeline
SMITH, MOORE & CO.10,419$187K0.01%new13F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd10,400$186K0.01%new13F-HRTimelineGroup
United Advisor Group, LLC10,384$186K0.02%+24813F-HRTimeline
CoreCap Advisors, LLC10,361$186K0.01%-88,35113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding10,309$185K-260,366Timeline
Ancora Advisors LLCin group Ancora Advisors LLC10,163$182K<0.01%+7,35813F-HRTimelineGroup
Diligent Investors, LLC10,027$180K0.04%-1,00013F-HRTimeline
Baader Bank Aktiengesellschaft10,000$179K0.01%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC10,000$179K0.08%013F-HRTimeline
Larson Financial Group LLC9,868$177K<0.01%-52513F-HRTimeline
Geneos Wealth Management Inc.9,325$167K<0.01%+2,33113F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,252$166K0.02%+1413F-HRTimeline
Cassaday & Co Wealth Management LLC9,000$161K<0.01%-9013F-HRTimeline
Abound Wealth Management8,893$159K0.03%013F-HRTimeline
AdvisorNet Financial, Inc8,819$158K0.01%-9613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,465$152K0.01%013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP8,350$150K0.01%013F-HRTimeline
Nemes Rush Group LLC8,280$148K0.01%+61313F-HRTimeline
Global X Japan Co., Ltd.7,963$143K0.01%+2,15313F-HRTimeline
Volterra Technologies LP7,908$142K0.09%new13F-HRTimeline
Tidemark, LLC7,811$140K0.03%+2,90013F-HRTimeline
Strive Financial Group ,LLC7,664$137K0.06%-36013F-HR/ATimeline
PRIVATE TRUST CO NA7,600$136K0.01%-12,03413F-HRTimeline
LANARK FINANCIAL, INC.7,527$135K0.01%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…6,250$112K<0.01%+2,21513F-HRTimelineGroup
Investment Research & Advisory Group, I…6,197$111K0.03%+45013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,145$110K0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.6,069$109K0.02%+63513F-HRTimeline
WOLFF WIESE MAGANA LLC6,000$108K0.05%-60013F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,993$107K<0.01%013F-HRTimeline
Manchester Capital Management LLC5,628$101K0.01%+5,59913F-HRTimeline
Orion Capital Management LLC5,400$96.8K0.03%+50013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC5,331$95.6K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK5,115$91.7K<0.01%+44013F-HRTimelineGroup
Hilton Head Capital Partners, LLC4,380$78.5K0.04%+16613F-HRTimeline
DekaBank Deutsche Girozentrale5,166$78K<0.01%013F-HRTimeline
Caitlin John, LLC4,290$76.9K0.04%+1,29013F-HRTimeline
WealthCollab, LLC4,000$71.7K0.03%013F-HRTimeline
Institute for Wealth Management, LLC.3,916$70.2K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,892$69.8K<0.01%-89313F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS3,780$68.7K0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,715$66.6K<0.01%-27,09913F-HRTimelineGroup
Smartleaf Asset Management LLC3,611$65.7K<0.01%013F-HRTimeline
Copia Wealth Management3,637$65.2K0.04%+24513F-HRTimeline
Westside Investment Management, Inc.3,600$64.5K0.01%+10013F-HRTimeline
Turn8 Private Wealth Inc.3,500$62.8K0.04%new13F-HRTimeline
Archer Investment Corp3,364$60.3K0.01%+17313F-HR/ATimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,191$57.2K<0.01%013F-HRTimelineGroup
Advisors Asset Management, Inc.3,012$54K<0.01%+1,58813F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,770$49.7K<0.01%+20613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,750$49.3K<0.01%-40,03513F-HRTimelineGroup
Quent Capital, LLC2,719$48.8K<0.01%+1,53913F-HRTimeline
Covestor Ltd2,679$48K0.03%+2,14613F-HRTimeline
Bellecapital International Ltd.2,459$44.1K0.01%new13F-HRTimeline
CX Institutional2,477$44K<0.01%+65813F-HRTimeline
FIRST HORIZON CORP2,427$43.5K<0.01%+40913F-HRTimeline
IFG Advisory, LLC2,261$40.5K<0.01%new13F-HRTimeline
Vision Retirement, LLC2,220$39.8K0.01%013F-HRTimeline
Blume Capital Management, Inc.2,150$38.5K0.01%+65013F-HRTimeline
Markowski Investments2,126$38.1K0.01%13F-HRTimeline
Cornerstone National Bank & Trust Co2,000$36.9K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.2,000$35.9K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,000$35.9K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,938$34.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC2,010$34.3K<0.01%-8913F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC1,894$34K<0.01%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,869$33.5K<0.01%-25113F-HRTimeline
Winthrop Capital Management, LLC1,842$33K0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,800$32.3K0.01%013F-HRTimeline
Blue Trust, Inc.1,739$31.2K<0.01%+25213F-HRTimeline
Owl Creek Wealth Partners LLC1,725$30.9K0.01%+5013F-HRTimeline
Boreal Capital Management LLC1,700$30.5K0.02%+60013F-HRTimeline
Capital Advisors, Ltd. LLC1,648$30K<0.01%013F-HRTimeline
Key Financial Inc1,650$29.6K<0.01%+90013F-HRTimeline
Murphy & Mullick Capital Management Corp1,575$28.2K0.02%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,559$28K<0.01%+23513F-HRTimeline
Parkside Financial Bank & Trust1,510$27.1K<0.01%+14313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,505$27K<0.01%013F-HRTimeline
SHP Wealth Management1,500$26.9K<0.01%+48413F-HRTimeline
TFC Financial Management, Inc.1,476$26.5K<0.01%-17013F-HRTimeline
WHITTIER TRUST CO1,400$26.1K<0.01%013F-HRTimeline
BFSG, LLC1,440$25.8K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1,412$25.3K0.01%-1013F-HRTimeline
Hurley Capital, LLC1,400$25.1K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,343$24K<0.01%-813F-HRTimelineGroup
American Capital Advisory, LLC1,335$23.9K0.01%+4113F-HRTimeline
Aventura Private Wealth, LLC1,259$22.6K0.01%013F-HRTimeline
True Wealth Design, LLC1,254$22.5K0.01%013F-HRTimeline
OSSIAM1,220$21.9K<0.01%+26713F-HRTimeline
Grove Bank & Trust1,214$21.8K<0.01%+41713F-HRTimeline
SJS Investment Consulting Inc.1,202$21.6K<0.01%+1213F-HRTimeline
Keating Financial Advisory Services, In…1,197$21.5K<0.01%+53113F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,176$21K0.01%013F-HRTimeline
V-Square Quantitative Management LLC1,145$20.5K<0.01%-30813F-HRTimeline
Game Plan Financial Advisors, LLC1,125$20.2K0.01%+10013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,115$20K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,100$19.7K<0.01%-3,51613F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…1,086$19.5K<0.01%+74213F-HRTimelineGroup
Versant Capital Management, Inc1,034$18.5K<0.01%+39613F-HRTimeline
Bell Investment Advisors, Inc1,002$18K<0.01%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$17.9K<0.01%013F-HRTimeline
Bank of New Hampshire1,000$17.9K<0.01%013F-HRTimeline
MRP Capital Investments, LLC1,000$17.9K0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$17.9K0.01%013F-HRTimeline
Signature Equity Partners, LLC996$17.9K0.01%-1,38113F-HRTimeline
Holos Integrated Wealth LLC1,000$17.8K0.01%013F-HRTimeline
Essential Partners LLC987$17.7K0.01%-3,02613F-HRTimeline
Anchor Investment Management, LLC983$17.6K<0.01%+52513F-HRTimeline
Fortitude Family Office, LLC964$17.3K<0.01%-7513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.963$17.3K<0.01%013F-HRTimelineGroup
Center for Financial Planning, Inc.925$16.6K<0.01%013F-HRTimeline
MCF Advisors LLC904$16.2K<0.01%-40113F-HRTimeline
Smallwood Wealth Investment Management,…900$16.1K0.01%-413F-HRTimeline
Aspect Partners, LLC837$15K0.01%-1213F-HRTimeline
Salomon & Ludwin, LLC799$14.7K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich800$14.4K<0.01%-229,84913F-HRTimeline
CNB Bank801$14.4K0.01%+30113F-HRTimeline
WPG Advisers, LLC777$13.9K0.01%-18713F-HRTimeline
Financial Perspectives, Inc775$13.9K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC750$13.4K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC744$13.3K<0.01%-3513F-HRTimeline
FNY Investment Advisers, LLC750$13K<0.01%new13F-HRTimeline
CVA Family Office, LLC707$12.7K<0.01%-44313F-HRTimeline
GODSEY & GIBB, INC701$12.6K<0.01%013F-HRTimeline
Dunhill Financial, LLC700$12.6K<0.01%+29713F-HRTimeline
JFS WEALTH ADVISORS, LLC696$12.5K<0.01%+16813F-HRTimeline
First Command Advisory Services, Inc.648$11.6K<0.01%-10013F-HRTimeline
Strategic Wealth Partners, Ltd.631$11.3K<0.01%+25013F-HRTimeline
Estabrook Capital Management630$11.3K<0.01%013F-HRTimeline
Caitong International Asset Management …627$11.2K<0.01%-12,28313F-HRTimeline
IAG Wealth Partners, LLC617$11.1K<0.01%+7313F-HRTimeline
JPL Wealth Management, LLC607$10.9K<0.01%+19113F-HRTimeline
Legacy Bridge, LLC600$10.8K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc600$10.8K<0.01%013F-HRTimeline
Sachetta, LLC540$9.68K<0.01%+11913F-HRTimeline
Heritage Wealth Advisors525$9.41K<0.01%new13F-HRTimeline
North Star Investment Management Corp.500$8.96K<0.01%-19513F-HRTimeline
Financial Management Professionals, Inc.500$8.96K<0.01%new13F-HRTimeline
Elevated Capital Advisors, LLC500$8.96K<0.01%013F-HRTimeline
Synergy Investment Management, LLC500$8.96K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding452$8.1K-2,523Timeline
Crewe Advisors LLC450$8.07K<0.01%+25013F-HRTimeline
Golden State Wealth Management, LLC450$8.07K<0.01%-75013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.471$8K<0.01%+16613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
TSFG, LLC442$8K<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.420$7.53K<0.01%+4013F-HRTimeline
VISION FINANCIAL MARKETS LLC400$7.38K0.01%013F-HRTimeline
Bangor Savings Bank405$7.26K<0.01%+513F-HRTimeline
Cromwell Holdings LLC401$7.19K<0.01%+17813F-HRTimeline
CENTRAL TRUST Co400$7.17K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO400$7.17K<0.01%013F-HRTimeline
MATHER GROUP, LLC.400$7.17K<0.01%013F-HRTimeline
Hilltop National Bank400$7.17K<0.01%013F-HRTimeline
TRUST CO OF VERMONT397$7.12K<0.01%13F-HRTimeline
Phillip James Consulting Co.393$7.05K<0.01%new13F-HRTimeline
Allied Private Wealth LLC380$6.74K<0.01%13F-HRTimeline
Osbon Capital Management LLC358$6.42K0.01%-4,20713F-HRTimeline
MANNING & NAPIER ADVISORS LLC343$6.24K<0.01%+32213F-HRTimeline
Medallion Wealth Advisors, LLC339$6.08K<0.01%013F-HRTimeline
Torren Management, LLC334$5.99K<0.01%013F-HRTimeline
VIMA LLC333$5.97K0.01%13F-HRTimeline
Luminist Capital LLC320$5.74K0.01%new13F-HRTimeline
Acumen Wealth Advisors, LLC315$5.65K<0.01%new13F-HRTimeline
KELLEHER FINANCIAL ADVISORS300$5.38K<0.01%new13F-HRTimeline
Main Street Group, LTD300$5.38K<0.01%-4813F-HRTimeline