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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

906 managers (928 13F filers) reported a position in SOFI shares at 2026-03-31, 705,564,133 shares in all. 104 filers opened a position and 188 filers sold out during the quarter.

Managers
906
13F filers
928
New
104
Added
391
Reduced
297
Sold out
188
Shares held by filers
705,564,133

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
SIGNATUREFD, LLC11,824$188K<0.01%-14413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC11,688$186K0.02%+3,32013F-HRTimeline
Global Financial Private Client, LLC11,623$185K0.06%+3,90713F-HRTimeline
Axim Planning & Wealth11,500$183K0.22%013F-HRTimeline
Gilliland Jeter Wealth Management LLC11,500$183K0.05%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW11,440$182K0.03%013F-HRTimelineGroup
Fortis Capital Management LLC11,397$181K0.02%+13513F-HRTimeline
Pure Financial Advisors, LLC11,353$180K<0.01%-66013F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC11,281$179K<0.01%-28,75113F-HRTimeline
Trivium Point Advisory, LLC11,150$177K0.03%-3,09513F-HRTimeline
Empirical Financial Services, LLC d.b.a…11,095$176K<0.01%+2,12513F-HRTimeline
Bogart Wealth, LLC11,052$176K0.01%+8,98313F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …11,228$175K<0.01%-80813F-HRTimelineGroup
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…11,037$175K<0.01%+1,31413F-HRTimelineGroup
Diligent Investors, LLC11,027$175K0.04%+90713F-HRTimeline
Avion Wealth11,057$175K0.04%+82013F-HRTimeline
NORDEN GROUP LLC10,964$174K0.02%+61113F-HRTimeline
GAMMA Investing LLC10,922$173K0.01%+13813F-HRTimeline
Horizon Wealth Management, LLC10,900$173K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton10,800$172K0.04%-1,22613F-HRTimeline
BOK Financial Private Wealth, Inc.10,765$171K0.01%+3513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC10,637$169K0.01%-33613F-HRTimeline
Focus Financial Network, Inc.10,635$169K0.01%-68213F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,546$167K<0.01%new13F-HRTimeline
PANORAMIC INVESTMENT ADVISORS, LLC10,450$166K0.09%013F-HR/ATimeline
Larson Financial Group LLC10,393$165K0.01%+21113F-HRTimeline
Zullo Investment Group, Inc.10,324$164K0.06%+61013F-HRTimeline
Keystone Financial Services10,176$162K0.05%+23113F-HRTimeline
VestGen Advisors, LLC10,151$161K<0.01%-50,32013F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV10,000$161K0.06%013F-HRTimeline
Traynor Capital Management, Inc.10,636$161K0.01%-14,06713F-HRTimeline
United Advisor Group, LLC10,136$161K0.02%new13F-HRTimeline
Betterment LLC10,077$160K<0.01%new13F-HRTimeline
ETF Portfolio Partners, Inc.10,000$159K0.04%new13F-HRTimeline
A&I FINANCIAL SERVICES, LLC10,000$159K0.08%013F-HRTimeline
Ares Systematic Credit Ltd10,156$154K0.12%-8,52813F-HRTimeline
Alpha Wealth Funds, LLC10,000$152K0.11%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.9,238$147K0.02%+34013F-HRTimeline
Cassaday & Co Wealth Management LLC9,090$144K<0.01%-31013F-HRTimeline
AdvisorNet Financial, Inc8,915$142K0.01%+1,70213F-HRTimeline
Abound Wealth Management8,893$141K0.03%+7,83313F-HRTimeline
QUADRANT CAPITAL GROUP LLC8,766$139K<0.01%+1,09613F-HR/ATimeline
FIL Ltdin group FIL Ltd8,689$138K<0.01%new13F-HRTimelineGroup
Red Door Wealth Management, LLC8,550$136K0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp8,465$134K0.01%-1013F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP8,350$133K0.01%+2,20013F-HRTimeline
Strive Financial Group ,LLC8,024$127K0.07%-78713F-HRTimeline
Nemes Rush Group LLC7,667$122K0.01%+6613F-HRTimeline
LANARK FINANCIAL, INC.7,527$120K0.01%013F-HRTimeline
Global Assets Advisory, LLC7,425$118K0.03%new13F-HRTimeline
Kemnay Advisory Services Inc.7,301$116K0.02%+85113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…7,266$114K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.6,994$111K<0.01%+1,66913F-HRTimeline
WOLFF WIESE MAGANA LLC6,600$105K0.06%013F-HRTimeline
LM Advisors LLC1,660$105K1.74%-1,49013F-HRTimeline
VESTOR CAPITAL, LLC6,532$104K0.01%+5,52613F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…6,145$97.6K0.01%new13F-HRTimeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…6,032$95.8K0.03%-50,93213F-HRTimelineGroup
Livforsakringsbolaget Skandia, Omsesidi…5,993$95.2K<0.01%013F-HRTimeline
Global X Japan Co., Ltd.5,810$92.3K<0.01%new13F-HRTimeline
Lodestone Wealth Management LLC5,778$91.8K0.04%+93613F-HR/ATimeline
Investment Research & Advisory Group, I…5,747$91.3K0.03%+72913F-HRTimeline
Tortoise Investment Management, LLC5,527$87.8K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.5,434$86.3K0.02%+20013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC5,331$84.7K<0.01%013F-HRTimeline
DekaBank Deutsche Girozentrale5,166$80K<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC4,976$79K0.01%+3,36613F-HRTimeline
Tidemark, LLC4,911$78K0.02%-2313F-HRTimeline
Orion Capital Management LLC4,900$77.8K0.03%+30013F-HRTimeline
Arkos Global Advisors4,800$76K0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,785$76K<0.01%+2,74113F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK4,675$74.2K<0.01%+2,68513F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT4,616$73.3K<0.01%new13F-HRTimeline
Osbon Capital Management LLC4,565$72.5K0.06%+4,20713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,387$69.7K<0.01%+99813F-HR/ATimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.4,240$67.3K0.05%013F-HRTimeline
Hilton Head Capital Partners, LLC4,214$66.9K0.04%013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…4,035$64K<0.01%+3,58513F-HRTimelineGroup
Essential Partners LLC4,013$63.7K0.02%-2013F-HRTimeline
WealthCollab, LLC4,000$63.5K0.03%013F-HRTimeline
Innovative Asset Advisors Group, LLC3,650$58K0.03%13F-HRTimeline
Westside Investment Management, Inc.3,500$55.5K0.01%+20013F-HRTimeline
Smartleaf Asset Management LLC3,611$54.7K<0.01%+913F-HRTimeline
Copia Wealth Management3,392$53.9K0.04%-1,71613F-HRTimeline
Basecamp Wealth Advisors LLC3,348$53.2K0.01%-15613F-HRTimeline
Clearstead Advisors, LLC3,246$51.5K<0.01%+36513F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,191$50.7K<0.01%-25013F-HRTimelineGroup
Archer Investment Corp3,191$50.7K0.01%+69113F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.3,089$49.1K<0.01%-95713F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…3,002$47.7K0.02%-70013F-HRTimelineGroup
Caitlin John, LLC3,000$47.6K0.03%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding2,975$47.2K+2,523Timeline
Ancora Advisors LLCin group Ancora Advisors LLC2,805$44.5K<0.01%+1,77313F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…2,564$40.7K<0.01%-1,70713F-HRTimeline
Signature Equity Partners, LLC2,377$37.7K0.02%-6,02313F-HRTimeline
Activest Wealth Management2,346$37.3K0.01%-11513F-HRTimeline
Vision Retirement, LLC2,220$35.3K0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,120$33.7K<0.01%+21813F-HRTimeline
Cornerstone Planning Group LLC2,099$33.6K<0.01%+1,46713F-HRTimeline
FIRST HORIZON CORP2,018$32K<0.01%-1,09813F-HRTimeline
BARRETT & COMPANY, INC.2,000$31.8K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC2,000$31.8K<0.01%013F-HRTimeline
Cornerstone National Bank & Trust Co2,000$31.3K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC1,938$30.8K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC1,842$29K0.01%013F-HRTimeline
CX Institutional1,819$29K<0.01%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…1,800$28.6K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Owl Creek Wealth Partners LLC1,675$26.6K0.01%13F-HRTimeline
TFC Financial Management, Inc.1,646$26.1K<0.01%+1,13013F-HRTimeline
Capital Advisors, Ltd. LLC1,648$26K<0.01%-213F-HRTimeline
Murphy & Mullick Capital Management Corp1,575$25K0.02%+7513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,505$24.4K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd2,068$24.1K0.01%new13F-HRTimeline
Blume Capital Management, Inc.1,500$23.8K<0.01%+10013F-HRTimeline
Opal Wealth Advisors, LLC1,500$23.8K0.01%new13F-HRTimeline
Blue Trust, Inc.1,487$23.6K<0.01%+47513F-HRTimeline
V-Square Quantitative Management LLC1,453$23.1K<0.01%-89913F-HRTimeline
BFSG, LLC1,440$22.9K<0.01%-6013F-HRTimeline
WHITTIER TRUST CO1,400$22.8K<0.01%-35013F-HRTimeline
Advisors Asset Management, Inc.1,424$22.6K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC1,422$22.6K0.01%+22713F-HRTimeline
Hurley Capital, LLC1,400$22.2K0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,351$22K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust1,367$21.7K<0.01%-13613F-HRTimeline
Signature Resources Capital Management,…1,341$21.3K0.01%-1913F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,324$21K<0.01%-12313F-HRTimeline
MCF Advisors LLC1,305$20.7K<0.01%-1,82113F-HRTimeline
American Capital Advisory, LLC1,294$20.5K0.01%-313F-HRTimeline
TOBAM1,237$20K0.01%-49713F-HRTimeline
Aventura Private Wealth, LLC1,259$20K0.01%-2013F-HRTimeline
True Wealth Design, LLC1,254$19.9K0.01%-3213F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,242$19.7K<0.01%013F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,274$19.3K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC1,200$19.1K<0.01%013F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,176$19K0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,190$18.9K<0.01%+1713F-HRTimeline
Quent Capital, LLC1,180$18.7K<0.01%+27913F-HRTimeline
CVA Family Office, LLC1,150$18.3K<0.01%+1,12713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,115$17.7K0.01%013F-HRTimeline
Boreal Capital Management LLC1,100$17.5K0.02%+50013F-HRTimeline
Fortitude Family Office, LLC1,039$16.5K<0.01%+34813F-HRTimeline
Game Plan Financial Advisors, LLC1,025$16.3K0.01%-4513F-HRTimeline
SHP Wealth Management1,016$16.1K<0.01%-35013F-HRTimeline
Holos Integrated Wealth LLC1,000$16.1K0.01%new13F-HRTimeline
Bell Investment Advisors, Inc1,005$16K<0.01%-2413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,000$15.9K<0.01%-26813F-HRTimeline
Sunbelt Securities, Inc.1,000$15.9K<0.01%new13F-HRTimeline
Bank of New Hampshire1,000$15.9K<0.01%-3,20013F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$15.9K0.01%013F-HRTimeline
WPG Advisers, LLC964$15.3K0.01%-2913F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.963$15.3K<0.01%013F-HRTimelineGroup
OSSIAM953$15.1K<0.01%-5,35813F-HRTimeline
Elequin Capital, LP951$15.1K<0.01%-1,73813F-HRTimeline
Center for Financial Planning, Inc.925$14.7K<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…904$14.4K0.01%+413F-HRTimeline
WELLINGTON-ALTUS USA INC.800$14.3K0.01%new13F-HRTimeline
Aspect Partners, LLC849$13.5K0.01%-14013F-HRTimeline
Scarborough Advisors, LLC829$13.2K<0.01%+10013F-HRTimeline
SWISS RE LTDin group SWISS RE LTD800$12.7K0.08%013F-HRTimelineGroup
Aviso Financial Inc.800$12.7K<0.01%013F-HRTimeline
Salomon & Ludwin, LLC799$12.7K<0.01%-4513F-HRTimeline
Grove Bank & Trust797$12.7K<0.01%-1,05013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC779$12.4K<0.01%new13F-HR/ATimeline
Financial Perspectives, Inc775$12.3K<0.01%013F-HRTimeline
Key Financial Inc750$11.9K<0.01%013F-HRTimeline
Atlantic Private Wealth, LLC750$11.9K0.01%013F-HRTimeline
First Command Advisory Services, Inc.748$11.9K<0.01%+10013F-HRTimeline
GODSEY & GIBB, INC701$11.1K<0.01%013F-HRTimeline
North Star Investment Management Corp.695$11K<0.01%+7113F-HRTimeline
DAGCO, INC.681$10.8K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…666$10.6K<0.01%-28313F-HRTimeline
Versant Capital Management, Inc638$10.1K<0.01%+8213F-HRTimeline
Estabrook Capital Management630$10K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management600$10K<0.01%new13F-HRTimeline
HM PAYSON & CO625$9.93K<0.01%+52513F-HRTimeline
Gen-Wealth Partners Inc600$9.53K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC544$8.64K<0.01%-1,76713F-HRTimeline
JFS WEALTH ADVISORS, LLC528$8.38K<0.01%-19013F-HRTimeline
Benson Wealth Management INC523$8.3K0.01%new13F-HRTimeline
Covestor Ltd533$8K0.01%-33313F-HRTimeline
CNB Bank500$7.94K<0.01%013F-HRTimeline
Elevated Capital Advisors, LLC500$7.94K<0.01%013F-HRTimeline
Synergy Investment Management, LLC500$7.94K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC458$7.27K<0.01%013F-HRTimeline
TSFG, LLC442$7K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.438$6.96K<0.01%013F-HRTimeline
Sachetta, LLC421$6.69K<0.01%+16813F-HRTimeline
JPL Wealth Management, LLC416$6.61K<0.01%new13F-HR/ATimeline
Dunhill Financial, LLC403$6.4K<0.01%+37913F-HRTimeline
CENTRAL TRUST Co400$6.35K<0.01%013F-HRTimeline
ADIRONDACK TRUST CO400$6.35K<0.01%013F-HRTimeline
Bangor Savings Bank400$6.35K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC400$6.35K0.01%013F-HRTimeline
MATHER GROUP, LLC.400$6.35K<0.01%new13F-HRTimeline
Hilltop National Bank400$6.35K<0.01%-2,03213F-HRTimeline
Sound Income Strategies, LLC400$6.25K<0.01%-20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC381$6.05K<0.01%-91913F-HRTimeline
Strategic Wealth Partners, Ltd.381$6.05K<0.01%+2513F-HRTimeline
GHP Investment Advisors, Inc.380$6.04K<0.01%+3813F-HRTimeline
Rossby Financial, LCC358$5.6K<0.01%+20013F-HRTimeline