Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-41.5K- 22.93% |
$394K - $755K
|
139K
$3.3M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-37.6K- 91.4% |
$357K - $684K
|
3.54K
$83.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-36.2K- 36.92% |
$344K - $660K
|
61.9K
$1.46M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-34.8K- 29.77% |
$331K - $634K
|
82.1K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.8K- 7.3% |
$321K - $616K
|
430K
$10.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-31.5K- 75.43% |
$299K - $573K
|
10.2K
$242K
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-30.9K- 31.88% |
$294K - $563K
|
66.1K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-28.9K- 7.17% |
$274K - $526K
|
374K
$8.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27.6K- 43.43% |
$262K - $502K
|
35.9K
$849K
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-25K- 29.73% |
$237K - $455K
|
59.1K
$1.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.9K- 18.15% |
$227K - $435K
|
108K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-21.2K- 16.58% |
$201K - $386K
|
107K
$2.52M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-20.6K- 95.23% |
$196K - $375K
|
1.03K
$24.4K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-19.4K- 36.47% |
$185K - $354K
|
33.9K
$801K
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 10.2% |
$179K - $343K
|
166K
$3.92M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18.7K- 2.63% |
$177K - $340K
|
690K
$16.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-17.2K- 32.02% |
$163K - $313K
|
36.5K
$864K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.82% |
$162K - $311K
|
157K
$3.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Wellington Management Group LLP
Boston, MA |
SELL
|
PUT |
-16.9K- 23.84% |
$160K - $307K
|
53.9K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16.1K- 36.04% |
$153K - $294K
|
28.6K
$677K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.6K- 34.77% |
$129K - $247K
|
25.4K
$601K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 15.8% |
$125K - $240K
|
70.2K
$1.66M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.9K- 47.33% |
$122K - $235K
|
14.3K
$339K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.9K- 2.8% |
$122K - $234K
|
446K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-12.8K- 42.72% |
$122K - $233K
|
17.2K
$406K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-12.3K- 40.85% |
$116K - $223K
|
17.7K
$420K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
CALL |
-11.9K- 33.71% |
$113K - $217K
|
23.4K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11.8K- 47.82% |
$113K - $216K
|
12.9K
$306K
|
|
|
Aug 12, 2025
Q2 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-11.7K- 1.94% |
$111K - $213K
|
590K
$13.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-11.5K- 3.49% |
$109K - $210K
|
319K
$7.53M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.5K- 7.56% |
$109K - $209K
|
140K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.1K- 12.93% |
$95.8K - $184K
|
67.9K
$1.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.79K- 12.43% |
$93K - $178K
|
68.9K
$1.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-9.68K- 7.42% |
$92K - $176K
|
121K
$2.86M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 4.96% |
$87K - $167K
|
175K
$4.15M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.75K- 26.68% |
$83.1K - $159K
|
24K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.42K- 3.17% |
$80K - $153K
|
258K
$6.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-8.41K- 33.49% |
$79.9K - $153K
|
16.7K
$395K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.44K- 19.3% |
$70.6K - $135K
|
31.1K
$735K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6.6K- 10.17% |
$62.7K - $120K
|
58.3K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.4K- 20.24% |
$60.8K - $117K
|
25.2K
$597K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.8K- 17.92% |
$55.1K - $106K
|
26.6K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.8K- 16.01% |
$55.1K - $106K
|
30.4K
$720K
|
|
|
Jul 23, 2025
Q2 2025
|
Matisse Capital
|
SELL
|
- |
-5.74K- 7.08% |
$54.5K - $104K
|
75.3K
$1.78M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-5.55K- 22.91% |
$52.7K - $101K
|
18.7K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-5.03K- 3.6% |
$47.8K - $91.5K
|
135K
$3.18M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-5.02K- 11.84% |
$47.7K - $91.4K
|
37.4K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-5.01K- 32.65% |
$47.6K - $91.3K
|
10.3K
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-5K- 95.24% |
$47.5K - $91.1K
|
250
$5.91K
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-4.77K- 32.62% |
$45.3K - $86.9K
|
9.86K
$233K
|