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 |
|---|---|---|---|---|---|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Aug 04, 2025 Q2 2025 |
34,513
shares
|
$816,232
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
34,383
shares
|
$813,157
0.12% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
34,190
shares
|
$808,593
0.01% of portfolio
|
Q2 2025
Reduced 96.67%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
33,866
shares
|
$800,930
0.02% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
33,850
shares
|
$800,552
0.01% of portfolio
|
Q2 2025
Reduced 36.47%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
33,759
shares
|
$798,400
0.0% of portfolio
|
Q2 2025
Reduced 88.66%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
33,191
shares
|
$784,967
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
33,050
shares
|
$781,632
0.02% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
32,831
shares
|
$776,453
2.17% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
32,600
shares
|
$770,990
0.01% of portfolio
|
Q2 2025
Added 5.03%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
32,412
shares
|
$766,543
0.01% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
31,927
shares
|
$755,073
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Numerai Gp LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
31,612
shares
|
$747,623
0.08% of portfolio
|
Q2 2025
Reduced 59.87%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
31,463
shares
|
$744,099
0.2% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
31,369
shares
|
$741,876
0.08% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jul 23, 2025 Q2 2025 |
31,300
shares
|
$740,245
0.44% of portfolio
|
Q1 2025
Reduced 29.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
31,090
shares
|
$735,278
0.0% of portfolio
|
Q2 2025
Reduced 19.3%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
31,036
shares
|
$734,001
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
30,908
shares
|
$730,974
0.0% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
30,427
shares
|
$719,598
0.03% of portfolio
|
Q2 2025
Reduced 16.01%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
30,415
shares
|
$719,314
0.08% of portfolio
|
Q2 2025
Added 11.35%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
29,889
shares
|
$706,874
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
29,484
shares
|
$697,296
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
29,450
shares
|
$696,492
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
28,981
shares
|
$685,400
0.02% of portfolio
|
Q2 2025
Added 8.14%
|