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SOFI

SOFI

SoFi Technologies, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
380
Partial Q3 2026
Total 13F value
$648.2M
Filed positions so far
New positions
36
This quarter
Sold positions
41
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Sumitomo Mitsui Trust Group, Inc.

$88.8M5.65M0.05%-0.7%

Davenport & Co Llc

$59.7M3.78M0.30%+36.2%

State Of Michigan Retirement System

$26.2M1.67M0.12%+1.2%

Diversify Advisory Services, Llc

$17.9M1.18M0.27%+3.2%

Diversify Wealth Management, Llc

$17.9M1.18M0.27%+3.2%

Sbi Securities Co., Ltd.

$14.6M927.5K0.33%+0.5%

Provident Living Financial Services, Inc.

$13.8M833.8K13.37%-6.2%

Portman Square Capital Llp

$12.3M784.3K0.70%New Position

Alphastar Capital Management, Llc

$12.2M778.5K0.73%-2.3%

Reynders Mcveigh Capital Management, Llc

$11.9M759.7K0.52%+8.6%

Laurion Capital Management Lp

$11.8M751.9K0.19%+2936.8%

Convergence Financial, Llc

$10.5M670.1K1.48%+11.6%

Commonwealth Equity Services, Llc

$9.4M596.7K0.01%+12.3%

Integrity Alliance, Llc.

$8.4M537.3K0.26%+2592.6%

Asset Management One Co., Ltd.

$7.8M495.5K0.02%+4.2%

San Luis Wealth Advisors Llc

$7.7M480.8K0.98%Unchanged

Sumitomo Mitsui Ds Asset Management Company, Ltd

$7.7M487.9K0.05%-2.6%

Brighton Jones Llc

$7.6M485.4K0.13%-22.2%

Pictet Asset Management Holding Sa

$7.4M473.8K0.01%-1.0%

Rakuten Securities, Inc.

$6.8M435.5K1.91%-16.1%

Fjarde Ap-Fonden /Fourth Swedish National Pension Fund

$6.7M425.3K0.03%-0.6%

D.A. Davidson & Co.

$6.2M397.1K0.03%+33.4%

Strs Ohio

$6.2M393.3K0.02%-32.6%

Mn Services Vermogensbeheer B.V.

$5.8M371.6K0.04%Unchanged

Creative Planning

$5.7M362.5K0.00%+26.4%

Virginia Retirement Systems Et Al

$5.6M358.4K0.03%-32.0%

Dekabank Deutsche Girozentrale

$5.6M353.4K0.01%+6740.8%

Arizona State Retirement System

$5.5M350.3K0.03%-4.2%

Anderson Hoagland & Co

$5.5M370.1K0.42%Unchanged

Westbourne Investment Advisors, Inc.

$5.4M340.4K1.41%+2.5%

Cambridge Investment Research Advisors, Inc.

$4.9M310.3K0.01%+12.3%

Ifm Investors Pty Ltd

$4.8M305.1K0.03%+6.7%

Well Done, Llc

$4.5M285.1K0.61%-0.3%

Trek Financial, Llc

$4.4M280.9K0.20%New Position

Sullivan Wood Capital Management Llc

$4.4M277.0K6.68%+10.6%

Yarbrough Capital, Llc

$4.3M274.6K0.12%New Position

Xcel Wealth Management, Llc

$4.3M271.4K1.06%+0.6%

Parkside Investments, Llc

$4.3M271.2K0.48%+1.1%

Sava Infond D.O.O.

$4.2M266.6K0.12%-17.7%

Wealth Enhancement Advisory Services, Llc

$4.1M265.3K0.01%+4.4%

Old Second National Bank Of Aurora

$4M256.8K0.76%+6.6%

Gateway Investment Advisers Llc

$3.9M250.9K0.04%-3.4%

Rfg Advisory, Llc

$3.7M237.8K0.05%+5.7%

Pegasus Asset Management, Inc.

$3.7M235.3K1.05%+2.6%

Truist Financial Corp

$3.7M234.1K0.00%+7.0%

Baker Chad R

$3.6M229.0K0.59%+88.6%

J. Safra Sarasin Holding Ag

$3.6M227.5K0.05%+23.9%

Kestra Advisory Services, Llc

$3.6M226.0K0.01%+2.9%

Concurrent Investment Advisors, Llc

$3.2M200.5K0.02%+60.8%

Warm Springs Advisors Inc.

$3.1M200.0K1.97%Unchanged

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