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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
28,847
shares
|
$682,231
0.01% of portfolio
|
Q2 2025
Added 79.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
28,802
shares
|
$681,167
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
28,610
shares
|
$676,626
0.0% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
28,436
shares
|
$672,511
0.04% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Hexagon Capital Partners LLC
|
Aug 11, 2025 Q2 2025 |
28,307
shares
|
$669,460
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
28,200
shares
|
$666,930
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
27,782
shares
|
$657,044
0.03% of portfolio
|
Q2 2025
Added 72.46%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
27,627
shares
|
$653,378
0.06% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
27,552
shares
|
$651,604
0.02% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
26,924
shares
|
$636,752
0.01% of portfolio
|
Q2 2025
Added 24.07%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
26,920
shares
|
$636,658
0.0% of portfolio
|
Q2 2025
Added 23.19%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
26,560
shares
|
$628,144
0.03% of portfolio
|
Q2 2025
Reduced 17.92%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
26,478
shares
|
$626,204
0.02% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
25,946
shares
|
$613,622
0.06% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
25,798
shares
|
$610,122
0.0% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,700
shares
|
$607,805
0.23% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
25,430
shares
|
$601,419
0.0% of portfolio
|
Q2 2025
Reduced 34.77%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
25,225
shares
|
$596,571
0.51% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Jul 31, 2025 Q2 2025 |
25,171
shares
|
$595,294
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,100
shares
|
$593,615
0.07% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
25,000
shares
|
$591,250
0.12% of portfolio
|
Q2 2025
Reduced 7.41%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
24,603
shares
|
$581,860
0.49% of portfolio
|
Q4 2023
Reduced 24.11%
|
|
|
Manchester Financial Inc
|
Jul 29, 2025 Q2 2025 |
24,406
shares
|
$577,201
0.1% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
24,400
shares
|
$577,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Aug 13, 2025 Q2 2025 |
24,348
shares
|
$575,830
0.0% of portfolio
|
Q2 2025
Reduced 8.3%
|