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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

691 managers (705 13F filers) reported a position in SOFI shares at 2024-12-31, 524,142,540 shares in all. 113 filers opened a position and 81 filers sold out during the quarter.

Managers
691
13F filers
705
New
113
Added
212
Reduced
223
Sold out
81
Shares held by filers
524,142,540

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Hemington Wealth Management530$8K<0.01%+24713F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV500$7.7K<0.01%+45013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$7.7K<0.01%new13F-HRTimelineGroup
North Star Investment Management Corp.500$7.7K<0.01%013F-HRTimeline
BFSG, LLC500$7.7K<0.01%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL500$7.7K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC472$7.59K<0.01%-2,57813F-HRTimeline
Versant Capital Management, Inc486$7.48K<0.01%013F-HRTimeline
GoalVest Advisory LLC481$7.41K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC414$6.38K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC410$6.31K<0.01%+2613F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC400$6.16K<0.01%new13F-HRTimeline
TSFG, LLC373$6K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors378$5.82K<0.01%new13F-HRTimelineGroup
Investment Research & Advisory Group, I…367$5.65K<0.01%+2713F-HRTimeline
TOTH FINANCIAL ADVISORY CORP360$5.54K<0.01%+1013F-HRTimeline
Medallion Wealth Advisors, LLC339$5.22K<0.01%13F-HRTimeline
OARSMAN CAPITAL, INC.333$5.13K<0.01%-34213F-HRTimeline
Red Tortoise LLC328$5.05K<0.01%013F-HRTimeline
PrairieView Partners, LLC380$5K<0.01%013F-HRTimeline
AlphaMark Advisors, LLC300$5K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.300$4.62K0.01%13F-HRTimeline
AllSquare Wealth Management LLC300$4.62K<0.01%new13F-HRTimeline
Main Street Group, LTD300$4.62K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp300$4.62K<0.01%13F-HRTimeline
MassMutual Private Wealth & Trust, FSB282$4.34K<0.01%+5813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.280$4.31K<0.01%-84013F-HRTimelineGroup
Stonebridge Financial Group, LLC280$4.31K<0.01%13F-HRTimeline
Sachetta, LLC253$3.9K<0.01%013F-HRTimeline
Anchor Investment Management, LLC252$3.88K<0.01%+24013F-HRTimeline
City State Bank250$3.85K<0.01%-25013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$3.85K<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.241$3.71K<0.01%-1313F-HRTimeline
Crewe Advisors LLC239$3.68K<0.01%-13,82213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC238$3.67K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC210$3.23K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC200$3.13K<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…200$3.13K<0.01%new13F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$3.08K<0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.200$3.08K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.164$2.59K<0.01%13F-HRTimeline
SJS Investment Consulting Inc.151$2.33K<0.01%+1513F-HRTimeline
DiNuzzo Private Wealth, Inc.139$2.14K<0.01%+3513F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners136$2.09K<0.01%+10013F-HRTimelineGroup
SITTNER & NELSON, LLC133$2.05K<0.01%new13F-HRTimeline
HAZLETT, BURT & WATSON, INC.100$2K<0.01%013F-HRTimeline
Delos Wealth Advisors, LLC125$1.93K<0.01%013F-HRTimeline
Financial Perspectives, Inc125$1.93K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…120$1.85K<0.01%013F-HRTimelineGroup
Bruce G. Allen Investments, LLC118$1.82K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC224$1.76K<0.01%new13F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.102$1.57K<0.01%+4313F-HRTimeline
HM PAYSON & CO100$1.54K<0.01%013F-HRTimeline
Asset Dedication, LLC100$1.54K<0.01%-30013F-HRTimeline
Center for Financial Planning, Inc.100$1.54K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$1.54K<0.01%new13F-HRTimeline
Copia Wealth Management100$1.54K<0.01%13F-HRTimeline
Principia Wealth Advisory, LLC93$1.43K<0.01%13F-HRTimeline
Fortitude Family Office, LLC92$1.42K<0.01%-5,44813F-HRTimeline
Private Wealth Management Group, LLC79$1.22K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC74$1.14K<0.01%new13F-HRTimeline
WealthTrak Capital Management LLC70$1.08K<0.01%13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$1K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC50$1K<0.01%013F-HRTimeline
Pineridge Advisors LLC59$907<0.01%+5413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.58$893<0.01%13F-HRTimeline
Frazier Financial Advisors, LLC57$891<0.01%+3013F-HRTimeline
Peterson Wealth Services54$832<0.01%new13F-HRTimeline
Truvestments Capital LLC50$770<0.01%new13F-HRTimeline
West Financial Advisors, LLC49$755<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.46$708<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC40$616<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.39$610<0.01%013F-HRTimeline
Caitong International Asset Management …39$601<0.01%13F-HR/ATimeline
Blue Trust, Inc.36$554<0.01%-13,57013F-HR/ATimeline
Global Wealth Strategies & Associates36$554<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.27$416<0.01%13F-HRTimeline
Eukles Asset Management20$308<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$308<0.01%013F-HRTimeline
St. Johns Investment Management Company…19$293<0.01%013F-HRTimeline
High Note Wealth, LLC9$139<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC8$124<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.7$1080.01%-9,57413F-HRTimeline
BOKF, NAin group BOKF, NA7$99<0.01%013F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…6$92<0.01%new13F-HRTimelineGroup
Ascentis Wealth Management, LLCgroup of 2 filers holding5$77-104Timeline
Activest Wealth Management2$31<0.01%new13F-HRTimeline
West Oak Capital, LLC127$20<0.01%new13F-HR/ATimeline
FSA Wealth Management LLC1$15<0.01%013F-HRTimeline
Roble, Belko & Company, Inc32$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Coston, McIsaac & Partners5$00%013F-HRTimelineValue filed as zero, left out of ratios.