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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

701 managers (717 13F filers) reported a position in SOFI shares at 2025-03-31, 521,234,570 shares in all. 122 filers opened a position and 105 filers sold out during the quarter.

Managers
701
13F filers
717
New
122
Added
288
Reduced
198
Sold out
105
Shares held by filers
521,234,570

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Gen-Wealth Partners Inc600$6.98K<0.01%new13F-HRTimeline
Northwest Capital Management Inc590$6.86K<0.01%-50013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS550$6.4K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC550$6.4K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC499$5.86K<0.01%+2713F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$5.82K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.500$5.82K<0.01%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC500$5.82K<0.01%+30013F-HRTimeline
BFSG, LLC500$5.82K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…436$5.07K<0.01%+6913F-HRTimeline
TSFG, LLC442$5K<0.01%+6913F-HRTimeline
TRUST CO OF VERMONT397$4.62K<0.01%-35513F-HRTimeline
TOTH FINANCIAL ADVISORY CORP350$4.07K<0.01%-1013F-HRTimeline
Medallion Wealth Advisors, LLC339$4.04K<0.01%013F-HRTimeline
PrairieView Partners, LLC380$4K<0.01%013F-HRTimeline
Clearstead Trust, LLC338$3.93K<0.01%new13F-HRTimeline
Aspect Partners, LLC338$3.93K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC250$3.85K<0.01%013F-HRTimeline
Red Tortoise LLC328$3.81K<0.01%013F-HRTimeline
TFC Financial Management, Inc.318$3.7K<0.01%-9,40013F-HRTimeline
Versant Capital Management, Inc306$3.56K<0.01%-18013F-HRTimeline
Main Street Group, LTD300$3.49K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp300$3.49K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.261$3.04K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC240$3K<0.01%new13F-HRTimelineGroup
Sachetta, LLC253$2.94K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.240$2.79K<0.01%-113F-HRTimeline
SJS Investment Consulting Inc.222$2.58K<0.01%+7113F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…220$2.56K<0.01%+10013F-HRTimelineGroup
Crewe Advisors LLC218$2.54K<0.01%-2113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC210$2.44K<0.01%new13F-HRTimeline
American Capital Advisory, LLC210$2.44K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC200$2.33K<0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC200$2.33K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC196$2.28K<0.01%-4213F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors190$2.21K<0.01%-18813F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC190$2.21K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.189$2.2K<0.01%+5013F-HRTimeline
AMERIFLEX GROUP, INC.164$1.91K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC150$1.75K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC133$1.55K<0.01%013F-HRTimeline
Cordant, Inc.125$1.45K<0.01%new13F-HRTimeline
Abound Wealth Management125$1.45K<0.01%new13F-HRTimeline
Financial Perspectives, Inc125$1.45K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC118$1.37K<0.01%013F-HRTimeline
Fortitude Family Office, LLC112$1.3K<0.01%+2013F-HRTimeline
CENTRAL TRUST Co107$1.25K<0.01%-1,11313F-HRTimeline
Physician Wealth Advisors, Inc.107$1.25K<0.01%new13F-HRTimeline
HM PAYSON & CO100$1.16K<0.01%013F-HRTimeline
Asset Dedication, LLC100$1.16K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.100$1.16K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$1.16K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.100$1.16K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC96$1.09K<0.01%+313F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC64$1K<0.01%-24,93613F-HRTimelineGroup
Roble, Belko & Company, Inc46$1K<0.01%+1413F-HRTimeline
WealthTrak Capital Management LLC80$931<0.01%+1013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$930<0.01%-2,03013F-HRTimeline
Private Wealth Management Group, LLC79$919<0.01%013F-HRTimeline
ORG Partners LLC75$893<0.01%new13F-HRTimeline
Rise Advisors, LLC71$826<0.01%new13F-HRTimeline
Hughes Financial Services, LLC67$798<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC25$779<0.01%new13F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC62$721<0.01%new13F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.58$675<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC53$616<0.01%new13F-HRTimeline
Truvestments Capital LLC51$593<0.01%+113F-HRTimeline
West Financial Advisors, LLC49$570<0.01%013F-HRTimeline
Cromwell Holdings LLC48$558<0.01%new13F-HRTimeline
TD Capital Management LLC41$477<0.01%new13F-HRTimeline
REAP Financial Group, LLC40$465<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors40$465<0.01%13F-HRTimeline
Rialto Wealth Management, LLC37$431<0.01%-37713F-HRTimeline
HFM Investment Advisors, LLC37$431<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$419<0.01%-10013F-HRTimelineGroup
Blue Trust, Inc.36$419<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.34$395<0.01%+713F-HRTimeline
Frazier Financial Advisors, LLC27$315<0.01%-3013F-HRTimeline
Beacon Capital Management, LLC25$294<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC25$290<0.01%new13F-HRTimeline
Eukles Asset Management20$233<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$233<0.01%013F-HRTimeline
St. Johns Investment Management Company…19$221<0.01%013F-HRTimeline
Caitong International Asset Management …18$209<0.01%-2113F-HRTimeline
Tradewinds Capital Management, LLC16$187<0.01%+813F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…16$186<0.01%+1013F-HRTimelineGroup
Activest Wealth Management12$140<0.01%+1013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV10$116<0.01%-49013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$116<0.01%-620,80013F-HRTimeline
High Note Wealth, LLC9$105<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA7$81<0.01%013F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5$59<0.01%013F-HRTimelineGroup
Pineridge Advisors LLC5$58<0.01%-5413F-HRTimeline
West Oak Capital, LLC127$15<0.01%013F-HRTimeline
FSA Wealth Management LLC1$12<0.01%013F-HRTimeline
Centerpoint Advisors, LLC25$00%-2513F-HRTimelineValue filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.20$00%new13F-HRTimelineValue filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.
Ulland Investment Advisors, LLC5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-91713F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$15.4K-99913F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.