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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,250
shares
|
$573,512
0.01% of portfolio
|
Q2 2021
Reduced 88.45%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
24,209
shares
|
$572,542
0.01% of portfolio
|
Q2 2025
Added 119.86%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
24,109
shares
|
$570,177
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
24,093
shares
|
$569,799
0.0% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
24,036
shares
|
$568,451
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
24,034
shares
|
$568,404
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
24,033
shares
|
$568,380
0.0% of portfolio
|
Q2 2025
Reduced 26.68%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Jul 24, 2025 Q2 2025 |
23,300
shares
|
$551,045
0.29% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,286
shares
|
$550,713
0.01% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
23,220
shares
|
$549,153
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
23,011
shares
|
$544,210
0.0% of portfolio
|
Q2 2025
Added 402.53%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
22,980
shares
|
$543,477
0.0% of portfolio
|
Q2 2025
Added 25.68%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
22,572
shares
|
$533,827
0.03% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
22,499
shares
|
$532,101
0.3% of portfolio
|
Q2 2025
Added 81.52%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Jul 24, 2025 Q2 2025 |
22,181
shares
|
$524,580
0.3% of portfolio
|
Q2 2025
Added 25.22%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
22,167
shares
|
$524,249
0.29% of portfolio
|
Q3 2023
Added 45.2%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
22,150
shares
|
$523,847
0.07% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
22,004
shares
|
$520,394
0.01% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Sassicaia Capital Advisers LLC
Jericho, NY |
Aug 13, 2025 Q2 2025 |
21,964
shares
|
$519,448
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
21,935
shares
|
$518,762
0.02% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
21,843
shares
|
$516,586
0.0% of portfolio
|
Q2 2025
Reduced 13.29%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 28, 2025 Q2 2025 |
21,806
shares
|
$515,711
0.18% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
21,700
shares
|
$513,204
0.16% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
21,675
shares
|
$512,613
0.0% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
One8zero8, LLC
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
21,550
shares
|
$509,657
0.09% of portfolio
|
Q2 2025
Reduced 2.27%
|