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 |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
45,979
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
45,274
shares
|
$1.07 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
44,567
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
43,769
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
43,686
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
43,492
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2022
Added 119.16%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
42,329
shares
|
$1 Million
0.18% of portfolio
|
Q1 2023
Reduced 42.47%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
41,230
shares
|
$975,089
0.0% of portfolio
|
Q2 2025
Added 13.42%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
41,216
shares
|
$974,758
0.04% of portfolio
|
Q2 2025
Added 114.01%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
40,859
shares
|
$966,315
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
40,790
shares
|
$964,683
0.4% of portfolio
|
Q2 2025
Added 262.26%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
40,546
shares
|
$958,912
0.17% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
39,290
shares
|
$929,208
0.02% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
39,031
shares
|
$923,083
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,984
shares
|
$921,971
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
38,472
shares
|
$909,862
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
38,344
shares
|
$906,835
0.15% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
38,166
shares
|
$902,625
0.01% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
38,037
shares
|
$899,575
0.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
37,634
shares
|
$890,044
0.0% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
37,369
shares
|
$883,776
0.0% of portfolio
|
Q2 2025
Reduced 11.84%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Jul 14, 2025 Q2 2025 |
36,515
shares
|
$863,579
0.27% of portfolio
|
Q2 2025
Reduced 32.02%
|
|
|
Mc Guire Investment Group, LLC
|
Jul 18, 2025 Q2 2025 |
35,950
shares
|
$850,217
0.09% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
35,909
shares
|
$849,247
0.0% of portfolio
|
Q2 2025
Reduced 43.43%
|