Institutional Ownership So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI). We have compiled data on the 854 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
91,642
shares
|
$1.57 Million
0.03% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
88,605
shares
|
$1.52 Million
0.26% of portfolio
|
Q1 2025
Added 70.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
88,580
shares
|
$1.52 Million
0.01% of portfolio
|
Q2 2024
Added 4252.83%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
88,155
shares
|
$1.51 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
86,952
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
85,372
shares
|
$1.47 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
84,598
shares
|
$1.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
84,518
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.5%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
84,062
shares
|
$1.44 Million
1.14% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
83,361
shares
|
$1.43 Million
0.03% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
82,399
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
81,416
shares
|
$1.4 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Matisse Capital
|
Apr 24, 2025 Q1 2025 |
81,045
shares
|
$1.39 Million
0.51% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
80,444
shares
|
$1.38 Million
0.01% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
80,296
shares
|
$1.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 32.47%
|
|
|
Teamwork Financial Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
80,250
shares
|
$1.38 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
78,774
shares
|
$1.35 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
78,727
shares
|
$1.35 Million
0.07% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
78,685
shares
|
$1.35 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
78,033
shares
|
$1.34 Million
0.11% of portfolio
|
Q1 2025
Added 22.42%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
77,366
shares
|
$1.33 Million
0.02% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
77,060
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
76,435
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 42.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
75,407
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 59.39%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
74,829
shares
|
$1.29 Million
0.05% of portfolio
|
Q1 2025
Added 89.94%
|