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Disclosery

SOFI SOFI TECHNOLOGIES INC

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Stock (common), issuer CIK 1818874

Filings received so far for Q3 2026: 35 13F filers report a position in SOFI shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Mn Services Vermogensbeheer B.V.371,600$5.84M0.04%013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.190,476$2.99M2.17%-54013F-HRTimeline
Venture Visionary Partners LLC129,361$2.03M0.05%+3,00513F-HRTimeline
Capital Advisors Wealth Management, LLC113,257$1.78M0.2%+9513F-HRTimeline
RHODES INVESTMENT ADVISORS INC /ADV51,266$806K0.57%-30013F-HRTimeline
Valeo Financial Advisors, LLC37,498$589K0.01%+78213F-HRTimeline
Farther Finance Advisors, LLC33,656$529K<0.01%+1,06013F-HRTimeline
Avidian Wealth Enterprises, LLC29,999$472K0.01%+57313F-HRTimeline
Wedmont Private Capital27,680$432K0.01%+2,48513F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp24,800$390K0.05%+12,40013F-HRTimelineGroup
DECISION INVESTMENTS, INC24,240$381K0.35%013F-HRTimeline
GAMMA Investing LLC20,736$326K0.01%+6,53413F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC20,540$323K0.06%+21313F-HRTimeline
Rosenberg Matthew Hamilton10,942$172K0.03%+6713F-HRTimeline
CoreCap Advisors, LLC8,374$132K<0.01%-1,98713F-HRTimeline
GK Wealth Management LLC4,640$72.9K0.04%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,248$35.3K<0.01%+68913F-HRTimeline
Grove Bank & Trust1,214$19.1K<0.01%013F-HRTimeline
CX Institutional1,197$19K<0.01%-1,28013F-HRTimeline
Versant Capital Management, Inc1,110$17.4K<0.01%+7613F-HRTimeline
Bank of New Hampshire1,000$15.7K<0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.963$15.1K<0.01%013F-HRTimelineGroup
Bangor Savings Bank455$7.15K<0.01%+5013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP350$5.5K<0.01%-8,00013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC263$4.13K<0.01%+6313F-HRTimeline
Retirement Wealth Solutions LLC243$3.82K<0.01%+913F-HRTimeline
Wealth Enhancement Trust Services, Inc.228$3.58K<0.01%013F-HRTimeline
ATWOOD & PALMER INC222$3.49K<0.01%013F-HRTimeline
Noble Wealth Management PBC200$3.14K<0.01%013F-HRTimeline
Planning Strategies Inc.131$2.06K<0.01%+1613F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC56$881<0.01%+613F-HRTimeline
Investors Research Corp53$833<0.01%013F-HRTimeline
Davis Capital Management47$739<0.01%-1313F-HRTimeline
Sarver Vrooman Wealth Advisors40$629<0.01%013F-HRTimeline
Byrne Asset Management LLC9$143<0.01%013F-HRTimeline