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 |
|---|---|---|---|---|---|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
58,443
shares
|
$1.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
58,300
shares
|
$1.38 Million
0.45% of portfolio
|
Q2 2025
Reduced 10.17%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
58,000
shares
|
$1.37 Million
0.22% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
57,983
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
57,852
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
57,056
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
55,159
shares
|
$1.3 Million
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Aug 14, 2025 Q2 2025 |
55,000
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
54,693
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
54,138
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Added 12.0%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
52,332
shares
|
$1.24 Million
0.72% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
51,864
shares
|
$1.23 Million
0.12% of portfolio
|
Q2 2025
Added 44.6%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
51,275
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 317.38%
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Aug 15, 2025 Q2 2025 |
50,000
shares
|
$1.18 Million
1.87% of portfolio
|
Q2 2025
New holding
|
|
|
Joule Financial, LLC
|
Jul 22, 2025 Q2 2025 |
49,576
shares
|
$1.17 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
49,563
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2025
Added 77.29%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
49,415
shares
|
$1.17 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.11%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
49,258
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Omers Administration Corp
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
49,000
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
Nov 01, 2023 Q3 2023 |
48,600
shares
|
$1.15 Million
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
47,717
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Aug 21, 2025 Q2 2025 |
47,319
shares
|
$1.12 Million
0.28% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
46,319
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
46,131
shares
|
$1.09 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
46,109
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|