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 |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
May 06, 2025 Q1 2025 |
74,407
shares
|
$1.28 Million
0.32% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
74,303
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 376.36%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
74,166
shares
|
$1.27 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Xcel Wealth Management, LLC
|
Apr 28, 2025 Q1 2025 |
73,400
shares
|
$1.26 Million
0.27% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
73,011
shares
|
$1.25 Million
0.08% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
72,526
shares
|
$1.25 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
72,482
shares
|
$1.25 Million
0.29% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
72,453
shares
|
$1.24 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
71,500
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Apr 10, 2025 Q1 2025 |
70,935
shares
|
$1.22 Million
0.44% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
70,580
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
69,718
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
68,466
shares
|
$1.18 Million
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
67,873
shares
|
$1.17 Million
0.14% of portfolio
|
Q1 2025
Added 275.49%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
67,610
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
Added 28.84%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
67,219
shares
|
$1.15 Million
0.36% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
67,202
shares
|
$1.15 Million
0.39% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
66,249
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
65,661
shares
|
$1.13 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Apr 22, 2025 Q1 2025 |
64,900
shares
|
$1.11 Million
0.35% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
64,495
shares
|
$1.11 Million
0.12% of portfolio
|
Q2 2024
Added 218.32%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,480
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2025
Added 223.07%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
63,404
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
63,349
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Hudock, Inc.
|
May 02, 2025 Q1 2025 |
63,033
shares
|
$1.08 Million
0.13% of portfolio
|
Q1 2025
Reduced 5.8%
|