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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
Main Street Group, LTD348$5.53K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…344$5.46K<0.01%+6613F-HRTimelineGroup
GoalVest Advisory LLC340$5.4K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC339$5.38K<0.01%013F-HRTimeline
Torren Management, LLC334$5.3K<0.01%-7413F-HRTimeline
Red Tortoise LLC328$5.21K<0.01%013F-HRTimeline
HighMark Wealth Management LLC320$5.08K<0.01%-67913F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.305$5K<0.01%-38213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tradewinds Capital Management, LLC288$4.57K<0.01%+413F-HRTimeline
CURIO WEALTH, LLC280$4.45K<0.01%+2013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO263$4.18K<0.01%013F-HRTimelineGroup
Prestige Wealth Management Group LLC260$4.13K<0.01%013F-HRTimeline
St. Johns Investment Management Company…257$4.08K<0.01%013F-HRTimeline
REXFORD CAPITAL INC256$4.07K<0.01%new13F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC250$4K<0.01%new13F-HRTimeline
Farmers & Merchants Trust Co of Chamber…250$4K<0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC240$4K<0.01%013F-HRTimelineGroup
MV CAPITAL MANAGEMENT, INC.251$3.99K<0.01%+1013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…250$3.97K<0.01%013F-HRTimelineGroup
Fourth Dimension Wealth, LLC250$3.97K<0.01%013F-HRTimeline
BAYBAN250$3.97K<0.01%013F-HRTimeline
Clearstead Trust, LLC243$3.86K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…237$3.76K<0.01%+15113F-HRTimeline
Truvestments Capital LLC236$3.75K<0.01%-13213F-HRTimeline
Ares Financial Consulting, LLC236$3.69K<0.01%new13F-HRTimeline
Wealth Enhancement Trust Services, Inc.228$3.62K<0.01%013F-HRTimeline
Cromwell Holdings LLC223$3.54K<0.01%+4513F-HRTimeline
Principia Wealth Advisory, LLC201$3.19K<0.01%+6013F-HRTimeline
Crewe Advisors LLC200$3.18K<0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC200$3.18K<0.01%+2913F-HRTimeline
Noble Wealth Management PBC200$3.18K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.200$3.18K<0.01%013F-HRTimeline
EFG International AGin group EFG International AG200$3.18K<0.01%013F-HRTimelineGroup
Retirement Wealth Solutions LLC199$3.16K<0.01%-10513F-HRTimeline
ATWOOD & PALMER INC197$3.13K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC193$3.06K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC190$3.02K<0.01%-1913F-HRTimeline
Intentional Wealth Strategies, LLC181$2.87K<0.01%13F-HRTimeline
DiNuzzo Private Wealth, Inc.171$2.72K<0.01%-213F-HRTimeline
Mosley Wealth Management102$2.69K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates159$2.52K<0.01%new13F-HRTimeline
IMA Advisory Services, Inc.154$2.44K<0.01%-1713F-HRTimeline
Clarity Asset Management, Inc.150$2.38K<0.01%new13F-HRTimeline
Ritter Daniher Financial Advisory LLC /…148$2.35K<0.01%-2513F-HRTimeline
Bruce G. Allen Investments, LLC138$2.19K<0.01%+2013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC133$2.11K<0.01%-43313F-HRTimeline
SITTNER & NELSON, LLC133$2.11K<0.01%013F-HRTimeline
Accent Capital Management, LLC131$2.08K<0.01%-1513F-HR/ATimeline
RAFFA WEALTH MANAGEMENT, LLC118$1.87K<0.01%+1213F-HRTimeline
Hughes Financial Services, LLC112$1.78K<0.01%-313F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…109$1.73K<0.01%-1613F-HRTimelineGroup
HORIZON FINANCIAL SERVICES, LLC100$1.59K<0.01%new13F-HRTimeline
Steigerwald, Gordon & Koch Inc.100$1.59K<0.01%new13F-HRTimeline
Financial Avengers, Inc.100$1.59K<0.01%013F-HRTimeline
POM Investment Strategies, LLC100$1.59K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.100$1.59K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC84$1.33K<0.01%-1213F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC80$1.27K<0.01%-50013F-HRTimeline
Private Wealth Management Group, LLC79$1.25K<0.01%013F-HRTimeline
Merkkuri Wealth Advisors LLC75$1.19K<0.01%new13F-HRTimeline
LRI Investments, LLC73$1.16K<0.01%-2,97513F-HRTimeline
Investors Portfolio Services LLC73$1.12K<0.01%-513F-HRTimeline
Addison Advisors LLC70$1.11K<0.01%new13F-HRTimeline
Coston, McIsaac & Partners89$1K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc77$1K<0.01%013F-HRTimeline
Pacer Advisors, Inc.33$1K<0.01%+113F-HR/ATimeline
Investors Research Corp53$842<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC53$842<0.01%-16913F-HRTimeline
Bare Financial Services, Inc52$826<0.01%-1113F-HRTimeline
Physician Wealth Advisors, Inc.51$810<0.01%-813F-HRTimeline
HFM Investment Advisors, LLC51$810<0.01%-13813F-HRTimeline
Atlantic Edge Private Wealth Management…50$794<0.01%new13F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC50$794<0.01%013F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC50$794<0.01%-2513F-HRTimeline
West Financial Advisors, LLC49$779<0.01%013F-HRTimeline
JNBA Financial Advisors46$731<0.01%013F-HRTimeline
Sarver Vrooman Wealth Advisors40$635<0.01%013F-HRTimeline
Davis Capital Management39$619<0.01%+2813F-HRTimeline
Dogwood Wealth Management LLC39$619<0.01%-19213F-HRTimeline
Cornerstone Financial Management LLC38$603<0.01%-11613F-HR/ATimeline
1015 Capital Partners, LLC37$588<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC35$556<0.01%013F-HRTimeline
Eukles Asset Management32$508<0.01%+1113F-HRTimeline
Manchester Capital Management LLC29$461<0.01%-9013F-HRTimeline
Cranbrook Wealth Management, LLC29$461<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.28$445<0.01%-97213F-HRTimeline
Strategic Advocates LLC27$429<0.01%-65,56513F-HRTimeline
DecisionPoint Financial, LLC23$366<0.01%013F-HRTimeline
Stone House Investment Management, LLC23$365<0.01%-9813F-HRTimeline
MANNING & NAPIER ADVISORS LLC21$318<0.01%-913F-HRTimeline
DB Fitzpatrick & Co, Inc20$318<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15$244<0.01%-66313F-HRTimeline
Seneschal Advisors, LLC14$223<0.01%-213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14$222<0.01%013F-HRTimeline
TopTier Wealth Management, LLC13$206<0.01%new13F-HRTimeline
BERKSHIRE CAPITAL HOLDINGS INC10$159<0.01%013F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…100$151<0.01%013F-HRTimeline
Byrne Asset Management LLC9$143<0.01%013F-HRTimeline
Raleigh Capital Management Inc.7$111<0.01%new13F-HRTimeline
Wilkerson Advisory Group LLC5$79<0.01%-313F-HRTimeline
Napier Financial, LLC5$79<0.01%new13F-HRTimeline
City State Bank2$32<0.01%013F-HRTimeline
SWAN Capital LLC2$32<0.01%013F-HRTimeline
REAP Financial Group, LLC1$16<0.01%013F-HRTimeline
Nova Wealth Management, Inc.0$5<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
Centerpoint Advisors, LLC25$00%013F-HRTimelineValue filed as zero, left out of ratios.