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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

908 managers (928 13F filers) reported a position in SOFI shares at 2026-06-30, 653,384,853 shares in all. 117 filers opened a position and 118 filers sold out during the quarter.

Managers
908
13F filers
928
New
117
Added
397
Reduced
260
Sold out
118
Shares held by filers
653,384,853

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
MV CAPITAL MANAGEMENT, INC.287$5.15K<0.01%+3613F-HR/ATimeline
Vermillion Wealth Management, Inc.272$4.88K<0.01%+24413F-HRTimeline
Creative Capital Management Investments…269$4.82K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$4.72K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.262$4.7K<0.01%-2,82713F-HRTimelineGroup
St. Johns Investment Management Company…257$4.61K<0.01%013F-HRTimeline
REXFORD CAPITAL INC256$4.6K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC250$4.48K<0.01%013F-HRTimeline
BAYBAN250$4.48K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC249$4.46K<0.01%-13213F-HRTimeline
Clearstead Trust, LLC243$4.36K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC234$4.2K<0.01%+3513F-HRTimeline
Wealth Enhancement Trust Services, Inc.228$4.09K<0.01%013F-HR/ATimeline
PIN OAK INVESTMENT ADVISORS INC250$4K<0.01%013F-HR/ATimeline
Farmers & Merchants Trust Co of Chamber…250$4K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC240$4K<0.01%013F-HRTimelineGroup
ATWOOD & PALMER INC222$3.98K<0.01%+2513F-HRTimeline
Quarry LP222$3.98K<0.01%new13F-HRTimeline
Providence Capital Advisors, LLC214$3.84K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC207$3.71K<0.01%+613F-HRTimeline
SWAN Capital LLC202$3.62K<0.01%+20013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC200$3.59K<0.01%013F-HRTimeline
Noble Wealth Management PBC200$3.59K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.200$3.59K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG200$3.59K<0.01%013F-HRTimelineGroup
HIGHLINE WEALTH PARTNERS LLC190$3.41K<0.01%013F-HRTimeline
LifeSteps Financial, Inc.186$3.33K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC173$3.1K<0.01%+12013F-HRTimeline
DiNuzzo Private Wealth, Inc.171$3.07K<0.01%013F-HRTimeline
Accent Capital Management, LLC162$2.9K<0.01%+3113F-HRTimeline
Rossby Financial, LCC161$2.89K<0.01%-19713F-HRTimeline
Strengthening Families & Communities, L…153$2.74K<0.01%-8413F-HRTimeline
Atlantic Edge Private Wealth Management…150$2.69K<0.01%+10013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…148$2.65K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC144$2.58K<0.01%+2613F-HRTimeline
RMG Wealth Management LLC136$2.44K<0.01%new13F-HRTimeline
SITTNER & NELSON, LLC133$2.38K<0.01%013F-HRTimeline
HFM Investment Advisors, LLC123$2.21K<0.01%+7213F-HRTimeline
Bay Harbor Wealth Management, LLC119$2.13K<0.01%+3513F-HRTimeline
Bruce G. Allen Investments, LLC118$2.12K<0.01%-2013F-HRTimeline
Hughes Financial Services, LLC116$2.08K<0.01%+413F-HRTimeline
Planning Strategies Inc.115$2.06K<0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.112$2.01K<0.01%new13F-HRTimeline
HM PAYSON & CO100$1.79K<0.01%-52513F-HRTimeline
Friedenthal Financial100$1.79K<0.01%new13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC100$1.79K<0.01%013F-HRTimeline
Cordant, Inc.100$1.79K<0.01%new13F-HRTimeline
Financial Avengers, Inc.100$1.79K<0.01%013F-HRTimeline
DB Fitzpatrick & Co, Inc100$1.79K<0.01%+8013F-HR/ATimeline
POM Investment Strategies, LLC100$1.79K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.100$1.79K<0.01%013F-HRTimeline
Atlatl Advisers LLC100$1.79K<0.01%new13F-HRTimeline
Nvest Wealth Strategies, Inc.100$1.79K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC80$1.44K<0.01%new13F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$1.43K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC79$1.42K<0.01%013F-HRTimeline
Investors Portfolio Services LLC73$1.31K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.60$1.08K<0.01%+913F-HRTimeline
Davis Capital Management60$1.08K<0.01%+2113F-HRTimeline
Coston, McIsaac & Partners89$1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc77$1K<0.01%013F-HRTimeline
Pacer Advisors, Inc.34$1K<0.01%+113F-HRTimeline
DecisionPoint Financial, LLC52$959<0.01%+2913F-HRTimeline
Investors Research Corp53$950<0.01%013F-HRTimeline
LRI Investments, LLC53$950<0.01%-2013F-HRTimeline
REAP Financial Group, LLC51$914<0.01%+5013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$897<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC50$896<0.01%013F-HRTimeline
West Financial Advisors, LLC49$879<0.01%013F-HRTimeline
Cornerstone Financial Management LLC47$843<0.01%+913F-HR/ATimeline
DT Investment Partners, LLC45$807<0.01%new13F-HRTimeline
Sarver Vrooman Wealth Advisors40$740<0.01%013F-HRTimeline
Continuum Advisory, LLC38$678<0.01%new13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$645<0.01%new13F-HRTimelineGroup
FINANCIAL CONSULATE, INC35$628<0.01%013F-HRTimeline
Bare Financial Services, Inc34$610<0.01%-1813F-HRTimeline
Eukles Asset Management32$574<0.01%013F-HRTimeline
1015 Capital Partners, LLC31$556<0.01%-613F-HRTimeline
Truvestments Capital LLC30$538<0.01%-20613F-HRTimeline
Cranbrook Wealth Management, LLC29$520<0.01%013F-HRTimeline
Dogwood Wealth Management LLC29$520<0.01%-1013F-HRTimeline
AMERIFLEX GROUP, INC.28$503<0.01%-41013F-HRTimeline
Strategic Advocates LLC27$484<0.01%013F-HRTimeline
New England Capital Financial Advisors …26$467<0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC23$413<0.01%-26513F-HRTimeline
Stone House Investment Management, LLC22$394<0.01%-113F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…20$359<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.20$359<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15$266<0.01%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14$251<0.01%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.11$198<0.01%13F-HRTimeline
Seneschal Advisors, LLC11$198<0.01%-313F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$179<0.01%013F-HRTimeline
Byrne Asset Management LLC9$161<0.01%013F-HRTimeline
WEST PACES ADVISORS INC.9$161<0.01%new13F-HRTimeline
BOKF, NAin group BOKF, NA7$126<0.01%new13F-HRTimelineGroup
Activest Wealth Management5$90<0.01%-2,34113F-HRTimeline
IMG Wealth Management, Inc.5$90<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC5$90<0.01%013F-HRTimeline
Napier Financial, LLC5$90<0.01%013F-HRTimeline
Highland Investment Advisors LLC4$72<0.01%13F-HRTimeline
City State Bank2$36<0.01%013F-HRTimeline
Nova Wealth Management, Inc.0$5<0.01%013F-HRTimelineAmount filed as zero, left out of ratios.
Navigoe, LLC38$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Centerpoint Advisors, LLC25$00%013F-HRTimelineValue filed as zero, left out of ratios.
Evolution Advisers, Inc.5$00%new13F-HRTimelineValue filed as zero, left out of ratios.
RHL GROUP, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Robinswood Financial LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.