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 903 institutions that hold shares in the stock, with a total of 584 Million shares, which have been reported (via 13F filing form) to have a value of $13.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 29, 2025 Q2 2025 |
106,695
shares
|
$2.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
105,350
shares
|
$2.49 Million
0.53% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
105,335
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2023
Reduced 67.75%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
103,797
shares
|
$2.45 Million
0.05% of portfolio
|
Q2 2025
Added 109.33%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,751
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Aug 11, 2025 Q2 2025 |
102,103
shares
|
$2.41 Million
0.01% of portfolio
|
Q2 2024
Added 33.43%
|
|
|
Teamwork Financial Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
101,251
shares
|
$2.39 Million
0.24% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
100,170
shares
|
$2.37 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
97,356
shares
|
$2.3 Million
0.23% of portfolio
|
Q2 2025
Added 3990.59%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
96,802
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
96,023
shares
|
$2.27 Million
0.05% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Jul 31, 2025 Q2 2025 |
95,745
shares
|
$2.26 Million
1.25% of portfolio
|
Q2 2025
Added 531816.69%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
95,104
shares
|
$2.25 Million
0.67% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,904
shares
|
$2.24 Million
0.0% of portfolio
|
Q2 2023
Added 26.39%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
92,947
shares
|
$2.2 Million
0.02% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
92,554
shares
|
$2.19 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
92,416
shares
|
$2.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 40.94%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
91,135
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Added 20.86%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
90,405
shares
|
$2.14 Million
0.8% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
90,172
shares
|
$2.13 Million
0.03% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
88,580
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2024
Added 4252.83%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
88,471
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
88,216
shares
|
$2.09 Million
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
87,333
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2025
Added 5.99%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
86,306
shares
|
$2.04 Million
0.02% of portfolio
|
Q2 2025
Added 30.28%
|