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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
Capital Markets Trading UK LLP13,142$344K0.42%-59,14613F-HR/ATimeline
PURSUE WEALTH PARTNERS LLC13,020$341K0.17%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,706$333K<0.01%-22613F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …12,036$331K<0.01%+3,13913F-HRTimelineGroup
Visionary Wealth Advisors12,562$329K0.01%-7513F-HRTimeline
SteelPeak Wealth, LLC12,381$324K0.01%-11,34813F-HRTimeline
NewEdge Wealth, LLC12,362$324K<0.01%+1,26913F-HRTimeline
Polymer Capital Management (US) LLC12,320$323K0.04%-36,24713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC12,276$321K0.14%+1,61313F-HRTimeline
Ashton Thomas Private Wealth, LLC12,270$321K0.01%+1,53413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.12,269$321K0.02%new13F-HRTimelineGroup
Metis Global Partners, LLC12,264$321K0.01%-18213F-HRTimeline
Prostatis Group LLC12,261$321K0.08%013F-HRTimeline
Garden State Investment Advisory Servic…12,206$320K0.08%-40013F-HRTimeline
Future Financial Wealth Managment LLC12,500$319K0.21%013F-HRTimeline
True Vision MN LLC12,136$318K0.16%+72913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,050$315K0.01%-33813F-HRTimelineGroup
CIBC WORLD MARKET INC.12,031$315K<0.01%-39,90013F-HRTimeline
Rosenberg Matthew Hamilton12,026$315K0.07%013F-HRTimeline
Pure Financial Advisors, LLC12,013$315K<0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,982$314K0.01%+2,33413F-HRTimelineGroup
SIGNATUREFD, LLC11,968$313K<0.01%-1,53413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA11,940$313K<0.01%13F-HRTimelineGroup
Prasad Wealth Partners, LLC11,872$311K0.08%013F-HRTimeline
White Wing Wealth Management11,870$311K0.19%+5013F-HRTimeline
OVERSEA-CHINESE BANKING Corp Ltdin group OVERSEA-CHINESE BANKING Corp …11,580$311K0.01%new13F-HR/ATimelineGroup
PKS Advisory Services, LLC11,800$309K0.07%+67513F-HRTimeline
SageView Advisory Group, LLC11,784$309K0.01%-1,11813F-HRTimeline
Stegent Equity Advisors, Inc.11,589$303K0.24%new13F-HRTimeline
ADVISORS MANAGEMENT GROUP INC /ADV11,526$302K0.05%+10113F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC11,508$301K0.08%new13F-HRTimelineGroup
Axim Planning & Wealth11,500$301K0.32%-1,42913F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$301K0.09%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW11,440$299K0.04%+41613F-HRTimelineGroup
Rydar Equities, Inc.11,409$299K0.23%-15013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…11,398$298K<0.01%-29513F-HRTimelineGroup
L2 Asset Management, LLC11,329$297K0.04%new13F-HRTimeline
Focus Financial Network, Inc.11,317$296K0.01%+2,41113F-HRTimeline
Fortis Capital Management LLC11,262$295K0.04%+1,87913F-HRTimeline
AlphaCore Capital LLC11,196$293K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.11,146$292K0.01%-7,56513F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,144$292K0.02%+1,01713F-HRTimeline
Intrua Financial, LLC11,072$290K0.03%+3,00513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…11,062$290K0.02%new13F-HRTimeline
Millennium Capital Advisors, LLC11,050$289K0.17%+50013F-HRTimeline
OpenArc Corporate Advisory, LLC11,002$288K<0.01%13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD11,000$288K<0.01%new13F-HRTimelineGroup
Kingsview Wealth Management, LLC10,982$288K<0.01%+2,72013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,973$287K0.02%-3,93313F-HRTimeline
Horizon Wealth Management, LLC10,900$285K0.04%013F-HRTimeline
GAMMA Investing LLC10,784$282K0.01%+1,22013F-HRTimeline
Steele Capital Management, Inc.10,750$281K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.10,730$281K0.02%new13F-HRTimeline
Jacobi Capital Management LLC10,565$277K0.02%013F-HRTimeline
Parisi Gray Wealth Management10,545$276K0.06%new13F-HRTimeline
Main Street Financial Solutions, LLC10,493$275K0.02%-90013F-HRTimeline
Premier Path Wealth Partners, LLC10,464$274K0.04%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,450$274K0.15%013F-HRTimeline
NORDEN GROUP LLC10,353$271K0.03%+1,34213F-HRTimeline
Natixis Investment Managersgroup of 2 filers holding10,309$270K-125,589Timeline
Arax Advisory Partners10,271$269K0.01%-39913F-HRTimeline
Avion Wealth10,237$268K0.06%+1713F-HRTimeline
Maridea Wealth Management LLC10,207$267K0.04%new13F-HRTimeline
Larson Financial Group LLC10,182$267K0.01%-1,01313F-HRTimeline
Diligent Investors, LLC10,120$265K0.07%+1,85013F-HRTimeline
Trueblood Wealth Management, LLC10,090$264K0.1%+9013F-HRTimeline
HOURGLASS CAPITAL, LLC10,000$262K0.06%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC10,000$262K0.12%new13F-HRTimeline
HB Wealth Management, LLC9,999$262K<0.01%+1,12513F-HRTimeline
Keystone Financial Services9,945$260K0.08%-3,07013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,771$256K0.01%-15,85313F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…9,723$255K<0.01%-7,66113F-HRTimelineGroup
Zullo Investment Group, Inc.9,714$254K0.09%+71413F-HRTimeline
EP Wealth Advisors, LLC9,707$254K<0.01%13F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP9,534$250K0.02%new13F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…9,525$249K<0.01%+2,34013F-HRTimelineGroup
Frank, Rimerman Advisors LLC9,484$248K0.02%+14913F-HRTimeline
Cassaday & Co Wealth Management LLC9,400$246K0.01%013F-HRTimeline
Rooted Wealth Advisors, Inc.11,615$241K0.07%+1,13213F-HRTimeline
Bramshill Investments, LLC9,000$236K0.01%new13F-HRTimeline
Bayesian Capital Management, LP9,000$236K0.54%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,970$235K<0.01%new13F-HRTimeline
Palacios Wealth Management, LLC8,957$234K0.18%-3,47213F-HRTimeline
Integrity Wealth Solutions LLC8,926$234K0.09%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.8,898$233K0.02%+613F-HRTimeline
Strive Financial Group ,LLC8,811$231K0.12%13F-HR/ATimeline
Aberdeen Group plcin group Aberdeen Group plc8,728$228K<0.01%+17313F-HRTimelineGroup
INCEPTIONR LLC8,707$228K0.06%new13F-HRTimeline
XML Financial, LLC8,574$224K0.02%new13F-HRTimeline
AlphaGrep UK Ltd8,556$224K0.07%13F-HRTimeline
Trellis Wealth Advisors LLC8,500$223K0.09%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,475$222K0.01%-8613F-HRTimelineGroup
Signature Equity Partners, LLC8,400$220K0.12%13F-HRTimeline
Venture Visionary Partners LLC8,392$220K0.01%-2,08413F-HRTimeline
Sunpointe, LLC8,370$219K0.07%-24,81313F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC8,368$219K0.03%+39013F-HRTimeline
HOWE & RUSLING INC8,341$218K0.01%new13F-HRTimeline
Oasis Advisors, LLC8,318$218K0.12%13F-HRTimeline
OLD NATIONAL BANCORP /IN/8,316$218K<0.01%-18413F-HRTimeline
DLD Asset Management, LP8,251$216K0.02%new13F-HRTimeline
Redwood Wealth Management Group, LLC8,250$216K0.09%-20013F-HRTimeline
Blueshift Asset Management, LLC8,216$215K0.06%new13F-HRTimeline
Claris Financial LLC8,211$215K0.11%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,000$214K0.08%-24,77013F-HRTimeline
Quadcap Wealth Management, LLC8,153$213K0.02%-1413F-HRTimeline
FOCUSED ALPHA, LLC8,019$210K0.06%13F-HRTimeline
SCS Capital Management LLC8,008$210K<0.01%-4,07613F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co8,006$210K0.01%new13F-HRTimeline
CORSAIR CAPITAL MANAGEMENT, L.P.8,002$209K0.03%+213F-HRTimeline
Smith Salley Wealth Management8,000$209K0.01%013F-HRTimeline
Bedell Frazier Investment Counselling, …7,936$208K0.04%-94,30013F-HRTimeline
Nautilus Advisors LLC7,915$207K0.14%-60013F-HRTimeline
TWINBEECH CAPITAL LP7,867$206K0.01%-330,16913F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC7,816$205K0.07%013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP7,762$203K0.01%new13F-HRTimelineGroup
GAM Holding AGin group GAM Holding AG7,743$203K0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC7,716$202K0.07%-9,80013F-HRTimeline
Chokshi & Queen Wealth Advisors, Inc7,700$202K0.11%new13F-HRTimeline
Tulsa Wealth Advisors, INC7,680$201K0.07%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,670$201K0.01%+6,83113F-HRTimeline
IEQ CAPITAL, LLC7,667$201K<0.01%-10,33613F-HRTimeline
CogentBlue Wealth Advisors, LLC7,646$200K0.14%new13F-HRTimeline
Nemes Rush Group LLC7,601$199K0.02%-813F-HRTimeline
LANARK FINANCIAL, INC.7,527$197K0.01%+10013F-HRTimeline
AdvisorNet Financial, Inc7,213$189K0.01%+713F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …7,000$186K<0.01%new13F-HRTimelineGroup
MAI Capital Management6,923$181K<0.01%+8613F-HRTimeline
WOLFF WIESE MAGANA LLC6,600$173K0.09%013F-HRTimeline
Kemnay Advisory Services Inc.6,450$169K0.03%new13F-HRTimeline
OSSIAM6,311$165K<0.01%+3,05613F-HRTimeline
TOTH FINANCIAL ADVISORY CORP6,150$161K0.02%+80013F-HRTimeline
Elyxium Wealth, LLC6,000$157K0.05%new13F-HRTimeline
Livforsakringsbolaget Skandia, Omsesidi…5,993$157K0.01%013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC5,331$155K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.5,325$139K<0.01%013F-HRTimeline
SOA Wealth Advisors, LLC.5,234$137K0.02%+10013F-HRTimeline
Copia Wealth Management5,108$134K0.1%-98813F-HRTimeline
Investment Research & Advisory Group, I…5,018$132K0.04%+1913F-HRTimeline
Tidemark, LLC4,934$129K0.04%-61613F-HRTimeline
Lodestone Wealth Management LLC4,842$127K0.05%new13F-HRTimeline
Orion Capital Management LLC4,600$120K0.04%+1,20013F-HRTimeline
LM Advisors LLC3,150$120K2.31%-123,35313F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…4,271$112K0.01%new13F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.4,240$111K0.09%013F-HRTimeline
Hilton Head Capital Partners, LLC4,214$110K0.06%13F-HRTimeline
Bank of New Hampshire4,200$110K0.02%013F-HRTimeline
OSTRUM ASSET MANAGEMENT4,120$108K0.01%-1,36513F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,099$107K0.01%-4,75213F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.4,046$106K<0.01%+11413F-HRTimelineGroup
Essential Partners LLC4,033$106K0.03%013F-HRTimeline
WealthCollab, LLC4,000$105K0.04%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,702$96.9K0.05%013F-HRTimelineGroup
Smartleaf Asset Management LLC3,602$95.7K<0.01%+78313F-HRTimeline
Basecamp Wealth Advisors LLC3,504$91.7K0.02%13F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,441$90.1K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.3,300$89.6K0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,389$88.7K<0.01%-1,19613F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,370$88.2K<0.01%013F-HRTimelineGroup
Oslo Pensjonsforsikring AS3,205$83.9K0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…3,197$83.7K0.05%-4,00013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,182$83K<0.01%new13F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…3,126$81.8K<0.01%+29013F-HRTimelineGroup
MCF Advisors LLC3,126$81.8K<0.01%+67813F-HRTimeline
FIRST HORIZON CORP3,116$81.6K<0.01%+40513F-HRTimeline
LRI Investments, LLC3,048$79.8K0.01%+28413F-HRTimeline
Caitlin John, LLC3,000$78.5K0.05%013F-HRTimeline
CFG Wealth Management Services, Inc.2,901$75.9K0.07%13F-HRTimeline
Clearstead Advisors, LLC2,881$75.4K<0.01%-80013F-HRTimeline
Elequin Capital, LP2,689$70.4K0.01%new13F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…2,614$68.4K0.03%new13F-HRTimeline
Archer Investment Corp2,500$65.5K0.01%013F-HRTimeline
Activest Wealth Management2,461$64.4K0.01%+2,24213F-HRTimeline
Hilltop National Bank2,432$63.7K0.02%+45613F-HRTimeline
N.E.W. Advisory Services LLC2,399$62.8K<0.01%+12013F-HRTimeline
V-Square Quantitative Management LLC2,352$61.6K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC2,311$60.5K0.01%-15013F-HRTimeline
RMG Wealth Management LLC4,400$60.4K0.01%new13F-HRTimeline
Vision Retirement, LLC2,220$58.1K0.02%13F-HRTimeline
Bogart Wealth, LLC2,069$54.2K<0.01%+99413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,044$53.5K<0.01%+77113F-HRTimelineGroup
BARRETT & COMPANY, INC.2,000$52.4K0.02%013F-HRTimeline
Provenance Wealth Advisors, LLC2,000$52.4K0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co2,000$52.4K0.02%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,990$52.1K<0.01%+33913F-HRTimelineGroup
Glen Eagle Advisors, LLC1,938$50.7K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,902$49.8K<0.01%+30313F-HRTimeline
ORG Partners LLC1,892$49.5K0.01%+45413F-HRTimeline
Grove Bank & Trust1,847$48.4K0.01%-15713F-HRTimeline
Winthrop Capital Management, LLC1,842$48K0.01%013F-HRTimeline
CX Institutional1,819$48K<0.01%+66213F-HRTimeline
WHITTIER TRUST CO1,750$47.2K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,800$47.1K0.01%+1,10013F-HRTimeline
TOBAM1,734$45K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BIT Capital GmbH1,693$44.3K<0.01%-40,13813F-HRTimeline
Cedar Wealth Management, LLC1,665$43.6K0.01%+23513F-HRTimeline
Capital Advisors, Ltd. LLC1,650$43K<0.01%+213F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1,610$42.1K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,505$39.4K<0.01%+3613F-HRTimeline
Parkside Financial Bank & Trust1,503$39.3K<0.01%+17813F-HRTimeline
BFSG, LLC1,500$39.3K<0.01%013F-HRTimeline