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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

895 managers (914 13F filers) reported a position in SOFI shares at 2025-09-30, 633,515,127 shares in all. 244 filers opened a position and 79 filers sold out during the quarter.

Managers
895
13F filers
914
New
244
Added
298
Reduced
233
Sold out
79
Shares held by filers
633,515,127

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Tradewinds Capital Management, LLC284$7.5K<0.01%+26513F-HRTimeline
Retirement Wealth Solutions LLC281$7.42K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC278$7.34K<0.01%-43513F-HRTimeline
Cloud Capital Management, LLC272$7K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…250$7K<0.01%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$6.95K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.261$6.9K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC260$6.87K<0.01%new13F-HR/ATimeline
GoalVest Advisory LLC260$6.87K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC260$6.87K<0.01%013F-HRTimeline
St. Johns Investment Management Company…257$6.79K<0.01%+25013F-HRTimeline
Sachetta, LLC253$6.68K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC250$6.61K<0.01%013F-HRTimeline
Clearstead Trust, LLC243$6.42K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.240$6.34K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…233$6.16K<0.01%new13F-HRTimelineGroup
American Capital Advisory, LLC233$6.16K<0.01%+1113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC240$6K<0.01%013F-HRTimelineGroup
Marshall & Sterling Wealth Advisors Inc.225$5.95K<0.01%new13F-HRTimeline
J.Safra Asset Management Corp220$5.81K<0.01%new13F-HRTimeline
Activest Wealth Management219$5.79K<0.01%013F-HRTimeline
Sound Income Strategies, LLC200$5.69K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.200$5.28K<0.01%new13F-HRTimeline
Crewe Advisors LLC200$5.28K<0.01%-3813F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$5.28K<0.01%new13F-HRTimeline
Berbice Capital Management LLC200$5.28K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.200$5.28K<0.01%013F-HRTimeline
Binnacle Investments Inc191$5.05K<0.01%+2113F-HRTimeline
PITTENGER & ANDERSON INC190$5.02K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC190$5.02K<0.01%013F-HRTimeline
Cromwell Holdings LLC178$4.7K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.173$4.42K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS150$3.96K<0.01%013F-HRTimeline
Accent Capital Management, LLC146$3.86K<0.01%new13F-HRTimeline
Heartwood Wealth Advisors LLC141$3.73K<0.01%new13F-HRTimeline
Blue Trust, Inc.134$3.54K<0.01%-2013F-HRTimeline
SITTNER & NELSON, LLC133$3.51K<0.01%013F-HRTimeline
Hughes Financial Services, LLC115$3.51K<0.01%013F-HRTimeline
FSA Wealth Management LLC126$3.33K<0.01%+12513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…125$3.3K<0.01%013F-HRTimelineGroup
Principia Wealth Advisory, LLC125$3.3K<0.01%+1013F-HRTimeline
Marquette Asset Management, LLC120$3.17K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC118$3.12K<0.01%013F-HRTimeline
HM PAYSON & CO100$2.64K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC100$2.64K<0.01%013F-HRTimeline
Asset Dedication, LLC100$2.64K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.100$2.64K<0.01%013F-HRTimeline
MILLER WEALTH ADVISORS, LLC100$2.64K<0.01%013F-HRTimeline
Key Financial Inc100$2.58K<0.01%013F-HRTimeline
Groupe la Francaisein group Groupe la Francaise100$2.35K<0.01%new13F-HRTimelineGroup
Bare Financial Services, Inc82$2.17K<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$2.11K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC79$2.09K<0.01%013F-HRTimeline
Coston, McIsaac & Partners89$2K<0.01%+1713F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.67$2K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC27$1.87K<0.01%-54413F-HRTimeline
HFM Investment Advisors, LLC69$1.82K<0.01%+2413F-HRTimeline
Physician Wealth Advisors, Inc.59$1.56K<0.01%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC55$1.45K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC54$1.43K<0.01%+2313F-HRTimeline
Grey Fox Wealth Advisors, LLC50$1.32K<0.01%new13F-HRTimeline
West Financial Advisors, LLC49$1.29K<0.01%013F-HRTimeline
JNBA Financial Advisors46$1.22K<0.01%new13F-HRTimeline
Quaker Wealth Management, LLC42$1.11K<0.01%013F-HRTimeline
TD Capital Management LLC41$1.08K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors39$1.06K<0.01%-18513F-HRTimelineGroup
Sarver Vrooman Wealth Advisors40$1.06K<0.01%013F-HRTimeline
Rise Advisors, LLC39$1.03K<0.01%013F-HRTimeline
SWAN Capital LLC39$1.03K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc53$1K<0.01%+713F-HRTimeline
Centerpoint Advisors, LLC25$1K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$951<0.01%013F-HRTimelineGroup
Dogwood Wealth Management LLC35$925<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC34$899<0.01%new13F-HRTimeline
Pacer Advisors, Inc.29$766<0.01%new13F-HRTimeline
Brown Shipley& Co Ltd26$687<0.01%013F-HRTimeline
Accredited Wealth Management, LLC4$661<0.01%new13F-HRTimeline
Breakwater Investment Management24$635<0.01%new13F-HRTimeline
Stone House Investment Management, LLC23$608<0.01%013F-HRTimeline
CVA Family Office, LLC23$608<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC23$593<0.01%013F-HRTimeline
Manchester Capital Management LLC21$555<0.01%new13F-HRTimeline
Eukles Asset Management21$555<0.01%013F-HRTimeline
IMA Advisory Services, Inc.20$528<0.01%013F-HRTimeline
Anchor Investment Management, LLC17$449<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC16$423<0.01%-1113F-HRTimeline
Seneschal Advisors, LLC16$423<0.01%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14$370<0.01%013F-HRTimeline
High Note Wealth, LLC14$370<0.01%new13F-HRTimeline
Davis Capital Management11$291<0.01%13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$264<0.01%013F-HRTimeline
Pineridge Advisors LLC5$132<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…5$132<0.01%013F-HRTimelineGroup
City State Bank2$53<0.01%-24813F-HRTimeline
REAP Financial Group, LLC1$26<0.01%-3913F-HRTimeline