SoFi Technologies, Inc.
US ˙ NasdaqGS ˙ US83406F1021

SecuritySOFI / SoFi Technologies, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership98,813 shares
Latest Disclosed Value $ 1,569,150
IFP Advisors, Inc reports 3.06% increase in ownership of SOFI / SoFi Technologies, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 98,813 shares of SoFi Technologies, Inc. (US:SOFI) valued at $1,569,150 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 95,881 shares of SoFi Technologies, Inc.. This represents a change in shares of 3.06% during the quarter. The current value of the position is $1,694,643 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F SOFI TECHNOLOGIES cs 83406F102 98,813 2,932 3.06 1,569 -37.49 0.0325
2026-02-06 2025-12-31 13F SOFI TECHNOLOGIES cs 83406F102 95,881 -824 -0.85 2,510 -1.72 0.0564
2026-02-06 2025-09-30 13F/A-1 SOFI TECHNOLOGIES cs 83406F102 96,705 682 0.71 2,555 44.21 0.0663
2025-12-02 2025-09-30 13F SOFI TECHNOLOGIES cs 83406F102 96,080 57 2,572 0.0663
2025-07-24 2025-06-30 13F SOFI TECHNOLOGIES cs 83406F102 96,023 4,381 4.78 1,771 66.29 0.0504
2025-05-05 2025-03-31 13F SOFI TECHNOLOGIES cs 83406F102 91,642 -11,919 -11.51 1,066 -33.19 0.0329
2025-02-04 2024-12-31 13F SOFI TECHNOLOGIES cs 83406F102 103,561 -7,386 -6.66 1,595 82.80 0.0522
2025-02-04 2024-09-30 13F SOFI TECHNOLOGIES cs 83406F102 110,947 20,079 22.10 872 45.33 0.0314
2024-07-30 2024-06-30 13F SOFI TECHNOLOGIES cs 83406F102 90,868 898 1.00 601 -8.54 0.0238
2024-07-30 2024-03-31 13F SOFI TECHNOLOGIES cs 83406F102 89,970 37,302 70.82 657 25.19 0.0288
2024-01-09 2023-12-31 13F SOFI TECHNOLOGIES cs 83406F102 52,668 24,012 83.79 524 129.82 0.0247
2023-10-12 2023-09-30 13F SOFI TECHNOLOGIES cs 83406F102 28,656 -276,776 -90.62 229 -91.05 0.0103
2023-08-14 2023-06-30 13F/A-1 SOFI TECHNOLOGIES cs 83406F102 305,432 293,070 2,370.73 2,547 812.90 0.1065
2023-08-04 2023-06-30 13F SOFI TECHNOLOGIES cs 83406F102 305,432 293,070 6,918 0.3201
2023-04-18 2023-03-31 13F SOFI TECHNOLOGIES cs 83406F102 12,362 -74,978 -85.85 280 27,800.00 0.0122
2023-02-07 2022-12-31 13F SOFI TECHNOLOGIES cs 83406F102 87,340 -2,059 -2.30 2 -99.95 0.0528
2022-11-08 2022-09-30 13F SOFI TECHNOLOGIES cs 83406F102 89,399 21,624 31.91 2,025 32.01 0.0528
2022-09-06 2022-06-30 13F/A-1 SOFI TECHNOLOGIES cs 83406F102 67,775 0 0.00 1,534 0.00 0.0492
2022-09-06 2022-03-31 13F/A-1 SOFI TECHNOLOGIES cs 83406F102 67,775 64,793 2,172.80 1,534 2,794.34 0.0492
2022-08-08 2022-03-31 13F SOFI TECHNOLOGIES INC COM Stock 83406F102 6,542 3,560 146 0.0030
2022-01-12 2021-12-31 13F SOFI TECHNOLOGIES INC COM Stock 83406F102 2,982 1,968 194.08 53 194.44 0.0010
2021-10-06 2021-09-30 13F SOFI TECHNOLOGIES INC COM Stock 83406F102 1,014 14 1.40 18 -10.00 0.0004
2021-07-13 2021-06-30 13F SOFI TECHNOLOGIES INC COM Stock 83406F102 1,000 300 42.86 20 53.85 0.0004
2021-04-30 2021-03-31 13F SOCIAL CAPITAL HEDOSOPHA HLD SHS CL A Stock G8252P105 700 700 13 0.0003
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.