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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
Murphy & Mullick Capital Management Corp1,500$39.3K0.03%013F-HRTimeline
DekaBank Deutsche Girozentrale5,166$38K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,447$37.9K<0.01%+11613F-HRTimeline
Blume Capital Management, Inc.1,400$36.7K0.01%+10013F-HRTimeline
Hurley Capital, LLC1,400$36.7K0.02%013F-HRTimeline
SHP Wealth Management1,366$35.8K<0.01%13F-HRTimeline
Signature Resources Capital Management,…1,360$35.6K0.02%+1913F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,351$35K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,300$34K<0.01%+4513F-HRTimeline
American Capital Advisory, LLC1,297$34K0.01%+1,06413F-HRTimeline
Raiffeisen Bank International AGin group Raiffeisen Bank International…1,274$33.8K<0.01%new13F-HRTimelineGroup
True Wealth Design, LLC1,286$33.7K0.01%-1513F-HRTimeline
Aventura Private Wealth, LLC1,279$33.5K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,268$33.2K<0.01%+1813F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,242$32.5K0.01%+1213F-HRTimeline
Golden State Wealth Management, LLC1,200$31.4K<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1,195$31.3K0.01%+1,15313F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,176$31K0.01%013F-HRTimeline
SJS Investment Consulting Inc.1,173$30.7K<0.01%+5413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,115$29.2K0.01%new13F-HRTimeline
Central Pacific Bank - Trust Division1,071$28K<0.01%new13F-HRTimeline
Game Plan Financial Advisors, LLC1,070$28K0.01%+7013F-HRTimeline
Abound Wealth Management1,060$27.8K0.01%+20013F-HRTimeline
Reflection Asset Management1,052$27.5K0.02%13F-HRTimeline
MidFirst Bank13,889$27.1K<0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,032$27K<0.01%new13F-HRTimelineGroup
Bell Investment Advisors, Inc1,029$26.9K<0.01%+2413F-HRTimeline
Blue Trust, Inc.1,012$26.5K<0.01%+87813F-HRTimeline
Vermillion Wealth Management, Inc.1,000$26.2K0.01%+73913F-HRTimeline
Comprehensive Financial Planning, Inc./…1,000$26.2K0.02%013F-HRTimeline
HighMark Wealth Management LLC999$26.2K0.01%-20113F-HRTimeline
WPG Advisers, LLC993$26K0.02%013F-HRTimeline
Aspect Partners, LLC989$25.9K0.01%+3213F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.963$25.2K<0.01%new13F-HRTimelineGroup
Keating Financial Advisory Services, In…949$24.8K<0.01%13F-HRTimeline
Salomon & Ludwin, LLC844$24.7K<0.01%-32413F-HRTimeline
Center for Financial Planning, Inc.925$24.2K<0.01%+82513F-HRTimeline
Quent Capital, LLC901$23.6K<0.01%+3013F-HRTimeline
Smallwood Wealth Investment Management,…900$23.6K0.01%013F-HRTimeline
Covestor Ltd866$23K0.01%-9713F-HRTimeline
Matrix Trust Co814$21K<0.01%+1813F-HRTimeline
SWISS RE LTDin group SWISS RE LTD800$20.9K<0.01%13F-HRTimelineGroup
Aviso Financial Inc.800$20.9K<0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich800$20.9K<0.01%-113F-HRTimeline
Financial Perspectives, Inc775$20.3K0.01%013F-HRTimeline
Key Financial Inc750$19.6K<0.01%+65013F-HRTimeline
Atlantic Private Wealth, LLC750$19.6K0.01%new13F-HRTimeline
Scarborough Advisors, LLC729$19.1K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC718$18.8K<0.01%+24213F-HRTimeline
GODSEY & GIBB, INC701$18.4K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC678$18.3K<0.01%+16713F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…100$18.2K0.03%-3,10013F-HRTimeline
Fortitude Family Office, LLC691$18.1K<0.01%+2513F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.687$18K<0.01%+62013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DAGCO, INC.681$17.8K<0.01%013F-HRTimeline
First Command Advisory Services, Inc.648$17K<0.01%013F-HRTimeline
Estabrook Capital Management630$16.5K<0.01%013F-HRTimeline
North Star Investment Management Corp.624$16.3K<0.01%+12413F-HRTimeline
NVWM, LLC600$15.7K<0.01%013F-HRTimeline
Gen-Wealth Partners Inc600$15.7K0.01%013F-HRTimeline
Financially Speaking Inc600$15.7K0.01%013F-HRTimeline
Boreal Capital Management LLC600$15.7K0.01%new13F-HRTimeline
Sound Income Strategies, LLC600$15.7K<0.01%+40013F-HRTimeline
Cornerstone Planning Group LLC632$15.5K<0.01%+60513F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC580$15.2K0.01%+50013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC566$14.8K<0.01%013F-HRTimeline
Versant Capital Management, Inc556$14.6K<0.01%+7013F-HRTimeline
TFC Financial Management, Inc.516$13.5K<0.01%013F-HRTimeline
CNB Bank500$13.1K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC500$13.1K<0.01%new13F-HRTimeline
Alphadyne Asset Management LP484$12.7K<0.01%new13F-HRTimeline
TSFG, LLC442$12K<0.01%013F-HRTimeline
Anchor Investment Management, LLC458$12K<0.01%+44113F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…452$11.8K<0.01%+44713F-HRTimelineGroup
Silicon Valley Capital Partners450$11.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.438$11.5K0.01%-43813F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…450$11K<0.01%-68,69113F-HRTimelineGroup
Torren Management, LLC408$10.7K0.01%13F-HRTimeline
VESTOR CAPITAL, LLC1,006$10.6K1.03%-403,14913F-HRTimeline
CENTRAL TRUST Co400$10.5K<0.01%+10013F-HRTimeline
ADIRONDACK TRUST CO400$10.5K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC400$10.5K0.01%013F-HRTimeline
TRUST CO OF VERMONT397$10.4K<0.01%013F-HRTimeline
Phillip James Consulting Co.393$10K0.18%13F-HRTimeline
Truvestments Capital LLC368$9.63K<0.01%new13F-HRTimeline
Osbon Capital Management LLC358$9.37K0.01%13F-HRTimeline
Strategic Wealth Partners, Ltd.356$9.32K<0.01%-1,48913F-HRTimeline
GHP Investment Advisors, Inc.342$8.95K<0.01%013F-HRTimeline
GoalVest Advisory LLC340$8.9K<0.01%+8013F-HRTimeline
Medallion Wealth Advisors, LLC339$8.88K<0.01%013F-HRTimeline
Red Tortoise LLC328$8.59K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC304$7.96K0.01%+2313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding289$7.55K+250Timeline
Tradewinds Capital Management, LLC284$7.44K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…278$7.28K<0.01%+4513F-HRTimelineGroup
CURIO WEALTH, LLC260$7.14K<0.01%013F-HRTimeline
Farmers & Merchants Trust Co of Chamber…250$7K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$6.88K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC260$6.81K<0.01%013F-HRTimeline
St. Johns Investment Management Company…257$6.73K<0.01%013F-HRTimeline
Sachetta, LLC253$6.62K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…250$6.54K<0.01%-25013F-HRTimelineGroup
Fourth Dimension Wealth, LLC250$6.54K<0.01%013F-HRTimeline
BAYBAN250$6.54K0.01%13F-HRTimeline
Clearstead Trust, LLC243$6.36K<0.01%013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.241$6.31K<0.01%+113F-HRTimeline
Dogwood Wealth Management LLC231$6.05K<0.01%+19613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC240$6K<0.01%013F-HR/ATimelineGroup
Wealth Enhancement Trust Services, Inc.228$5.97K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC222$5.81K<0.01%-5613F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC209$5.47K<0.01%+1913F-HRTimeline
WEBSTER BANK, N. A.200$5.24K<0.01%013F-HRTimeline
Crewe Advisors LLC200$5.24K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC200$5.24K<0.01%013F-HRTimeline
Berbice Capital Management LLC200$5.24K<0.01%013F-HRTimeline
Noble Wealth Management PBC200$5.24K<0.01%new13F-HRTimeline
Bernard Wealth Management Corp.200$5.24K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG200$5.24K<0.01%13F-HRTimelineGroup
HFM Investment Advisors, LLC189$4.95K<0.01%+12013F-HRTimeline
Cromwell Holdings LLC178$4.66K<0.01%013F-HRTimeline
Ritter Daniher Financial Advisory LLC /…173$4.53K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.173$4.53K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC171$4.48K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.171$4.48K<0.01%+15113F-HRTimeline
Rossby Financial, LCC158$4.14K<0.01%new13F-HRTimeline
Cornerstone Financial Management LLC154$4.02K<0.01%13F-HR/ATimeline
Accent Capital Management, LLC146$3.82K<0.01%013F-HRTimeline
PITTENGER & ANDERSON INC145$3.8K<0.01%-4513F-HRTimeline
Principia Wealth Advisory, LLC141$3.69K<0.01%+1613F-HRTimeline
Quarry LP135$3.53K<0.01%-26613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…125$3.27K<0.01%013F-HRTimelineGroup
Stone House Investment Management, LLC121$3.17K<0.01%+9813F-HRTimeline
Manchester Capital Management LLC119$3.12K<0.01%+9813F-HRTimeline
Bruce G. Allen Investments, LLC118$3.09K<0.01%013F-HRTimeline
Hughes Financial Services, LLC115$3.01K<0.01%013F-HRTimeline
SITTNER & NELSON, LLC133$2.77K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC106$2.77K<0.01%+5113F-HRTimeline
Acumen Wealth Advisors, LLC105$2.75K<0.01%13F-HRTimeline
HM PAYSON & CO100$2.62K<0.01%013F-HRTimeline
Inspire Investing, LLCin group Inspire Investing, LLC100$2.62K<0.01%new13F-HRTimelineGroup
Financial Avengers, Inc.100$2.62K<0.01%new13F-HR/ATimeline
MILLER WEALTH ADVISORS, LLC100$2.62K<0.01%013F-HR/ATimeline
Bay Harbor Wealth Management, LLC96$2.51K<0.01%+4213F-HRTimeline
Strengthening Families & Communities, L…86$2.25K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC79$2.07K<0.01%013F-HRTimeline
Investors Portfolio Services LLC78$2.04K<0.01%13F-HRTimeline
EQ WEALTH ADVISORS, LLC78$2.04K<0.01%new13F-HRTimeline
WINNACLE WEALTH LLC75$2.02K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners89$2K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc77$2K<0.01%+2413F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC75$1.96K<0.01%13F-HRTimeline
Greenline Wealth Management LLC72$1.89K<0.01%13F-HRTimeline
Bare Financial Services, Inc63$1.65K<0.01%-1913F-HRTimeline
Physician Wealth Advisors, Inc.59$1.54K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$1.31K<0.01%13F-HRTimeline
Garton & Associates Financial Advisors …50$1.31K<0.01%13F-HRTimeline
West Financial Advisors, LLC49$1.28K<0.01%013F-HRTimeline
JNBA Financial Advisors46$1.21K<0.01%013F-HRTimeline
TD Capital Management LLC41$1.07K<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors40$1.05K<0.01%013F-HR/ATimeline
VALLEY NATIONAL ADVISERS INC43$1K<0.01%new13F-HRTimeline
Centerpoint Advisors, LLC25$1K<0.01%013F-HRTimeline
OPTIMA CAPITAL LLC38$995<0.01%new13F-HRTimeline
1015 Capital Partners, LLC37$969<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners36$942<0.01%013F-HRTimelineGroup
FINANCIAL CONSULATE, INC35$917<0.01%+113F-HRTimeline
Pacer Advisors, Inc.32$838<0.01%+313F-HR/ATimeline
MANNING & NAPIER ADVISORS LLC30$797<0.01%new13F-HRTimeline
High Note Wealth, LLC30$785<0.01%+1613F-HRTimeline
Breakwater Investment Management24$629<0.01%013F-HRTimeline
Dunhill Financial, LLC24$624<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC23$603<0.01%013F-HRTimeline
CVA Family Office, LLC23$602<0.01%013F-HRTimeline
Eukles Asset Management21$550<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.20$524<0.01%new13F-HRTimeline
Seneschal Advisors, LLC16$419<0.01%013F-HRTimeline
Fideuram Asset Management (Ireland) dac15$409<0.01%13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14$367<0.01%013F-HRTimeline
Davis Capital Management11$288<0.01%013F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$262<0.01%013F-HRTimeline
Byrne Asset Management LLC9$236<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC8$209<0.01%13F-HRTimeline
Navalign, LLC2$52<0.01%new13F-HRTimeline
City State Bank2$52<0.01%013F-HRTimeline
SWAN Capital LLC2$52<0.01%-3713F-HRTimeline
REAP Financial Group, LLC1$26<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.5$00%13F-HRTimelineValue filed as zero, left out of ratios.