Stock ownership · SEC 13F · Q4 2025
SOFI TECHNOLOGIES INC
Institutional ownership of SOFI TECHNOLOGIES INC (CUSIP 83406F102) - who holds it, how concentrated it is, and what moved last quarter.
- $1.3M
- Reported value
- 8
- Institutions
- 99%
- Top-5 share
The verdict
According to SEC Form 13F-HR filings in this corpus, SOFI TECHNOLOGIES INC ranks #723 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 8 institutions report $1.3M as of Q4 2025, with ownership heavily concentrated in a handful of holders.
- 8
- institutions hold it
- $1.3M
- reported 13F value
- 99%
- held by top 5
- #723
- of 775 by value
Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.
According to SEC Form 13F-HR filings in this corpus, SOFI TECHNOLOGIES INC ranks #723 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.
How 13F ownership is computed · All tracked stocks · Concentration rankings
SEC Form 13F-HR ownership desk
CUSIP 83406F102 · Q4 2025 $1M reported
VALUE-LIGHT · HOLDERS-FOCUS · CONC-DOM · PHOTO-FINISH · ACTIVITY-MID · BOOK-MID
- VALUE-LIGHT #723/775
- HOLDERS-FOCUS 8 filers
- CONC-DOM 99% top-5
- PHOTO-FINISH FIRST TR EXCHANGE-TR…
- ACTIVITY-MID 5 new
- BOOK-MID 7Q history
Photo-finish peer on reported value: FIRST TR EXCHANGE-TRADED ALP
Read with: Ownership concentration guide - SOFI TECHNOLOGIES INC's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.
Reported-value neighbourhood · SOFI TECHNOLOGIES INC
Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.
Institutional ownership over time
The number of institutions reporting a SOFI TECHNOLOGIES INC position has risen from 3 to 8 over the last 7 quarters of 13F filings.
Top Institutional Holders
| # | Institution | Shares | Value | Share of reported |
|---|---|---|---|---|
| 1 | FLOYD FINANCIAL GROUP LLC | 38,982 | $741K | 55.3% |
| 2 | Alpine Global Management, LLC | 19,016 | $498K | 37.2% |
| 3 | Strategic Investment Solutions, Inc. /IL | 1,242 | $33K | 2.4% |
| 4 | MidFirst Bank | 13,889 | $27K | 2.0% |
| 5 | Bell Investment Advisors, Inc | 1,029 | $27K | 2.0% |
| 6 | Anchor Investment Management, LLC | 458 | $12K | 0.9% |
| 7 | TD Capital Management LLC | 41 | $1K | 0.1% |
| 8 | Pacer Advisors, Inc. | 32 | $838 | 0.1% |
Investment Discretion
SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among SOFI TECHNOLOGIES INC's reported holders for Q4 2025, by reported value:
Latest Quarter Activity · Q4 2025
New positions (5)
Complete exits (9)
Frequently Asked Questions
How many institutions hold SOFI TECHNOLOGIES INC?▼
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How concentrated is ownership of SOFI TECHNOLOGIES INC?▼
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Nationwide stocks with similar institutional value or holder count
Two 13F-derived peer sets for SOFI TECHNOLOGIES INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.
Similar reported value
Nearest stocks by aggregate 13F reported value ($1.3M here).
Similar holder count
Nearest stocks by number of disclosing 13F holders (8 here).
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.