SOFI · Company research
SoFi Technologies, Inc. Common Stock (SOFI): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Caption Management, LLC | 1706766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1720000 | 30839600 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| City State Bank | 1910666 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2 | 36 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Accent Capital Management, LLC | 2014179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162 | 2905 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13606 | 243956 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Inspire Investing, LLC | 1670139 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61796 | 1108002 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HRT FINANCIAL LP | 1475597 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1957600 | 35099 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 519016 | 9305957 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| YOUSIF CAPITAL MANAGEMENT, LLC | 1858789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16786 | 300973 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Provident Living Financial Services, Inc. | 2083149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 778439 | 13957411 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43191 | 774407 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Shay Capital LLC | 1723643 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20100 | 360393 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| DECISION INVESTMENTS, INC | 2111652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24240 | 434623 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19567 | 350836 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1510434 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 65027 | 1165935 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Signature Equity Partners, LLC | 2109813 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 996 | 17858 | — | — | — | Jul 30, 2026 | SEC_13F_DATASET |
| QRG CAPITAL MANAGEMENT, INC. | 1996454 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 154404 | 2768534 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 877899 | 15740729 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Korea Investment CORP | 1441689 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 823937 | 14773190 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New Hampshire | 1870761 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1000 | 17930 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| SIMPLEX TRADING, LLC | 1488542 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5114100 | 91695813 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| LRI Investments, LLC | 2023325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 53 | 950 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Bleakley Financial Group, LLC | 1936953 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21502 | 385531 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capula Management Ltd | 1557017 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1500000 | 26895000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| 111 Capital | 2060412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 31652 | 567520 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Parkside Investments, LLC | 1706248 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268370 | 4811874 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Siemens Fonds Invest GmbH | 1856637 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18867 | 338285 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Friedenthal Financial | 1598611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100 | 1793 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Federation des caisses Desjardins du Quebec | 2022297 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1744 | 31252 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| STEINBERGANNA WEALTH MANAGEMENT | 2089528 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80450 | 1442469 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Keating Financial Advisory Services, Inc. | 2103443 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1197 | 21462 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19318 | 346373 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Axim Planning & Wealth | 1950607 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12859 | 230562 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WoodTrust Financial Corp | 1725247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12400 | 222 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DiNuzzo Private Wealth, Inc. | 1994563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171 | 3067 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CMT Capital Markets Trading GmbH | 1632813 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 128000 | 2295 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | 2058475 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483640 | 8671665 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 401900 | 7206 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| CORRECT CAPITAL WEALTH MANAGEMENT | 1844835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26374 | 472891 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 161 | 2887 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Fortis Advisors, LLC | 1697478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15000 | 268950 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Financial Management Professionals, Inc. | 1568132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500 | 8965 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Roble, Belko & Company, Inc | 1642305 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 77 | 1 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 633346 | 11355894 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Wealthcare Advisory Partners LLC | 1683059 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 27011 | 484307 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Redhawk Wealth Advisors, Inc. | 1535811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14811 | 265561 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Mayflower Financial Advisors, LLC | 1852930 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24790 | 444485 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| ARMISTICE CAPITAL, LLC | 1601086 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13954 | 250195 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 753300 | 13506669 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| RMG Wealth Management LLC | 1844731 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136 | 2440 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jain Global LLC | 2024579 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 536950 | 9627514 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| M1 Capital Management LLC | 1976157 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11300 | 202609 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| TRUST CO OF VERMONT | 1134008 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 397 | 7118 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| TUDOR INVESTMENT CORP ET AL | 923093 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1145400 | 20537022 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MORGAN STANLEY | 895421 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2883819 | 51706889 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| EverSource Wealth Advisors, LLC | 1710537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 455 | 8158 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Lido Advisors, LLC | 1650150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 95702 | 1715951 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Acumen Wealth Advisors, LLC | 1939202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 315 | 5648 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CVA Family Office, LLC | 1802084 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 707 | 12677 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1019231 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6145 | 110180 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1332811 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50048 | 1310257 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Well Done, LLC | 1667132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285900 | 5126187 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Pacer Advisors, Inc. | 1616667 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34 | 1 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 200 | 3586 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Sound Capital Solutions LLC | 2033735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 248140 | 4449150 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Asset One Wealth Management LLC | 2110759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17462 | 312046 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Provenance Wealth Advisors, LLC | 2081584 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2000 | 35860 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| ANDERSON HOAGLAND & CO | 791191 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 370133 | 6636485 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Ring Mountain Capital, LLC | 2051343 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13850 | 248330 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Grove Bank & Trust | 1662212 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1214 | 21767 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 650100 | 11656293 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Vanguard Personalized Indexing Management, LLC | 1767306 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 94648 | 1697039 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| L2 Asset Management, LLC | 1686988 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12802 | 229540 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ADVENT CAPITAL MANAGEMENT /DE/ | 1097278 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70000 | 1255100 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1559 | 27953 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| Plum Street Advisors, LLC | 2068236 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13577 | 243436 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Summit Financial, LLC | 1765536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500342 | 8971137 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Navigoe, LLC | 2056100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 38 | 0 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Jacobi Capital Management LLC | 1689646 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19065 | 341838 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| TORONTO DOMINION BANK | 947263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 199682 | 3580298 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| OSTRUM ASSET MANAGEMENT | 1767945 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14393 | 258066 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.