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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

732 managers (746 13F filers) reported a position in SOFI shares at 2025-06-30, 575,459,086 shares in all. 110 filers opened a position and 82 filers sold out during the quarter.

Managers
732
13F filers
746
New
110
Added
312
Reduced
204
Sold out
82
Shares held by filers
575,459,086

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Aspect Partners, LLC1,203$21.9K0.01%+86513F-HRTimeline
HighMark Wealth Management LLC1,161$21.1K0.01%+5213F-HRTimeline
CX Institutional1,157$21K<0.01%013F-HR/ATimeline
Bell Investment Advisors, Inc1,005$18.3K<0.01%+3913F-HRTimeline
Golden State Wealth Management, LLC1,000$18.2K<0.01%013F-HRTimeline
MRP Capital Investments, LLC1,000$18.2K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,000$18.2K<0.01%new13F-HRTimeline
Bank & Trust Co1,000$18.2K0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$18.2K0.01%013F-HRTimeline
Matrix Trust Co986$18K<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…945$17.2K0.01%+2013F-HRTimeline
GPS Wealth Strategies Group, LLC907$16.5K<0.01%-25013F-HRTimeline
WPG Advisers, LLC893$16.3K0.01%+3513F-HRTimeline
CarsonAllaria Wealth Management, Ltd.868$15.8K0.01%013F-HRTimeline
Abound Wealth Management860$15.7K<0.01%+73513F-HRTimeline
Blume Capital Management, Inc.850$15.5K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC846$15.4K<0.01%+65013F-HRTimelineGroup
Bank Julius Baer & Co. Ltd, Zurich801$14.6K<0.01%+213F-HR/ATimeline
Aviso Financial Inc.800$14.6K<0.01%013F-HRTimeline
Grove Bank & Trust797$14.5K<0.01%-67313F-HRTimeline
Financial Perspectives, Inc775$14.1K<0.01%+65013F-HRTimeline
Fortitude Family Office, LLC744$13.5K<0.01%+63213F-HRTimeline
Scarborough Advisors, LLC729$13.3K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC713$13K<0.01%+67613F-HRTimeline
Gen-Wealth Partners Inc681$12.4K<0.01%+8113F-HRTimeline
Cornerstone Planning Group LLC571$12.3K<0.01%+7213F-HRTimeline
Estabrook Capital Management630$11.5K<0.01%013F-HRTimeline
NVWM, LLC600$10.9K<0.01%013F-HRTimeline
Financially Speaking Inc600$10.9K0.01%new13F-HRTimeline
Northwest Capital Management Inc590$10.7K0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA534$9.72K<0.01%new13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…500$9.11K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.500$9.11K<0.01%013F-HRTimeline
BFSG, LLC500$9.11K<0.01%013F-HRTimeline
Versant Capital Management, Inc486$8.85K<0.01%+18013F-HRTimeline
JFS WEALTH ADVISORS, LLC476$8.67K<0.01%-22013F-HRTimeline
TSFG, LLC442$8K<0.01%013F-HRTimeline
Investment Research & Advisory Group, I…436$7.94K<0.01%013F-HRTimeline
ORG Partners LLC435$7.67K<0.01%+36013F-HRTimeline
TFC Financial Management, Inc.418$7.61K<0.01%+10013F-HRTimeline
ADIRONDACK TRUST CO400$7.28K<0.01%new13F-HRTimeline
TRUST CO OF VERMONT397$7.23K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP350$6.37K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…336$6.12K<0.01%+11613F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC335$6.1K<0.01%+12513F-HR/ATimeline
PrairieView Partners, LLC380$6K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC339$5.98K<0.01%013F-HRTimeline
Red Tortoise LLC328$5.97K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST300$5.46K<0.01%new13F-HRTimeline
HHM Wealth Advisors, LLC300$5.46K<0.01%new13F-HRTimeline
Main Street Group, LTD300$5.46K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp300$5.46K<0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC215$5.08K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$4.79K<0.01%new13F-HRTimelineGroup
Vermillion Wealth Management, Inc.261$4.75K<0.01%013F-HRTimeline
CURIO WEALTH, LLC260$4.74K<0.01%+25913F-HRTimeline
Sachetta, LLC253$4.61K<0.01%013F-HRTimeline
City State Bank250$4.55K<0.01%-5,00013F-HRTimeline
Fourth Dimension Wealth, LLC250$4.55K<0.01%-30013F-HRTimeline
Clearstead Trust, LLC243$4.43K<0.01%-9513F-HRTimeline
MV CAPITAL MANAGEMENT, INC.240$4.37K<0.01%013F-HRTimeline
Crewe Advisors LLC238$4.33K<0.01%+2013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors224$4.08K<0.01%+3413F-HRTimelineGroup
American Capital Advisory, LLC222$4.04K<0.01%+1213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC240$4K<0.01%013F-HRTimelineGroup
Activest Wealth Management219$3.99K<0.01%+20713F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC200$3.64K<0.01%-30013F-HRTimeline
POM Investment Strategies, LLC200$3.64K<0.01%new13F-HRTimeline
Hilltop National Bank200$3.64K<0.01%13F-HRTimeline
Bernard Wealth Management Corp.200$3.64K<0.01%+10013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC190$3.46K<0.01%013F-HRTimeline
Cromwell Holdings LLC178$3.24K<0.01%+13013F-HRTimeline
DiNuzzo Private Wealth, Inc.173$3.15K<0.01%-1613F-HRTimeline
Binnacle Investments Inc170$3.1K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL155$2.82K<0.01%-4,11813F-HRTimeline
Blue Trust, Inc.154$2.81K<0.01%+11813F-HRTimeline
OPTIMUM INVESTMENT ADVISORS150$2.73K<0.01%-40013F-HRTimeline
VISION FINANCIAL MARKETS LLC150$2.73K<0.01%013F-HRTimeline
Hughes Financial Services, LLC115$2.47K<0.01%+4813F-HRTimeline
SITTNER & NELSON, LLC133$2.42K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…125$2.28K<0.01%+10913F-HRTimelineGroup
SJS Investment Consulting Inc.119$2.17K<0.01%-10313F-HRTimeline
Bruce G. Allen Investments, LLC118$2.15K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC115$2.09K<0.01%+1913F-HRTimeline
CENTRAL TRUST Co100$1.82K<0.01%-713F-HRTimeline
HM PAYSON & CO100$1.82K<0.01%013F-HRTimeline
Asset Dedication, LLC100$1.82K<0.01%013F-HRTimeline
Key Financial Inc100$1.82K<0.01%new13F-HRTimeline
Center for Financial Planning, Inc.100$1.82K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$1.82K<0.01%013F-HRTimeline
Bare Financial Services, Inc82$1.49K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$1.46K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC79$1.44K<0.01%013F-HRTimeline
EQ WEALTH ADVISORS, LLC61$1.11K<0.01%+813F-HRTimeline
WealthTrak Capital Management LLC60$1.09K<0.01%-2013F-HRTimeline
Parkworth Wealth Management, Inc.59$1.07K<0.01%+2513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$1K<0.01%013F-HRTimeline
Coston, McIsaac & Partners72$1K<0.01%new13F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.67$1K<0.01%+4713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Roble, Belko & Company, Inc46$1K<0.01%013F-HRTimeline
Truvestments Capital LLC51$929<0.01%013F-HRTimeline
West Financial Advisors, LLC49$893<0.01%013F-HRTimeline
HFM Investment Advisors, LLC45$819<0.01%+813F-HRTimeline
Quaker Wealth Management, LLC42$765<0.01%new13F-HRTimeline
TD Capital Management LLC41$747<0.01%013F-HRTimeline
Stephens Consulting, LLC40$729<0.01%new13F-HRTimeline
REAP Financial Group, LLC40$728<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors40$728<0.01%013F-HRTimeline
Rise Advisors, LLC39$710<0.01%-3213F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$656<0.01%013F-HRTimelineGroup
Whipplewood Advisors, LLC35$637<0.01%+1013F-HRTimeline
Bay Harbor Wealth Management, LLC31$564<0.01%+613F-HRTimeline
Frazier Financial Advisors, LLC27$492<0.01%013F-HRTimeline
Brown Shipley& Co Ltd26$473<0.01%new13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC25$455<0.01%new13F-HRTimeline
Stone House Investment Management, LLC23$419<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC23$406<0.01%new13F-HRTimeline
Eukles Asset Management21$382<0.01%+113F-HRTimeline
IMA Advisory Services, Inc.20$364<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.20$364<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC19$346<0.01%+313F-HRTimeline
Anchor Investment Management, LLC17$310<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14$255<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$182<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA7$127<0.01%013F-HRTimelineGroup
St. Johns Investment Management Company…7$127<0.01%-1213F-HRTimeline
Pineridge Advisors LLC5$91<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5$88<0.01%013F-HRTimelineGroup
FSA Wealth Management LLC1$18<0.01%013F-HRTimeline
Centerpoint Advisors, LLC25$00%013F-HRTimelineValue filed as zero, left out of ratios.
FNY Investment Advisers, LLC13$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.