SOFI
SoFi Technologies, Inc. · Financial Services · Financial - Credit Services
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -4.4% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2026
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 5 | 0 | 434.82K | $6.82M | n/a | n/a |
| Q2 2026 | 148 | 0 | 496.10M | $8.89B | +6 | −5 |
| Q1 2026 | 150 | +1 | 544.88M | $8.65B | +6 | −6 |
| Q4 2025 | 148 | -1 | 603.13M | $15.78B | +1 | −1 |
| Q3 2025 | 19 | 0 | 388.84M | $10.28B | +1 | −2 |
| Q2 2025 | 17 | 0 | 272.54M | $4.96B | +1 | −1 |
| Q1 2025 | 14 | +1 | 119.29M | $1.39B | +1 | n/a |
| Q4 2024 | 13 | -1 | 116.29M | $1.79B | n/a | −1 |
| Q3 2024 | 13 | +1 | 81.59M | $641.32M | +2 | −1 |
| Q2 2024 | 12 | n/a | 56.90M | $376.11M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 265.35K | +4.4% | $4.14M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 2 | TD Waterhouse Canada Inc. | 130.71K | -6.0% | $2.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 3 | Assenagon Asset Management S.A. | 23.51K | -46.2% | $369,561 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Robeco Institutional Asset… | 11.39K | -20.3% | $179,020 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 5 | Assetmark, Inc | 3.86K | -0.8% | $60,711 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 911 holders, 702.88M shares, $10.93B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Officer · 10.20K sh · $150,215
Officer · 18.62K sh · $325,920
Officer · 10.20K sh · $173,310
Officer · 11.29K sh · $203,184
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology