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 854 institutions that hold shares in the stock, with a total of 519 Million shares, which have been reported (via 13F filing form) to have a value of $8.71 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Versor Investments LP
|
May 13, 2025 Q1 2025 |
21,900
shares
|
$376,242
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
21,853
shares
|
$375,434
0.0% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
21,700
shares
|
$372,806
0.0% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
21,700
shares
|
$372,806
0.1% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
21,631
shares
|
$371,620
0.02% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
21,611
shares
|
$371,276
0.12% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
21,476
shares
|
$368,957
0.01% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
21,230
shares
|
$364,731
0.13% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Marshall Financial Group LLC
|
Apr 16, 2025 Q1 2025 |
20,776
shares
|
$356,931
0.05% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
20,614
shares
|
$354,148
0.01% of portfolio
|
Q1 2025
Added 12.55%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
20,074
shares
|
$344,871
0.01% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
19,355
shares
|
$332,518
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
19,287
shares
|
$331,350
0.01% of portfolio
|
Q1 2025
Reduced 44.91%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
19,259
shares
|
$330,869
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
19,255
shares
|
$330,800
0.02% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
18,915
shares
|
$324,959
0.04% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
18,868
shares
|
$324,152
0.06% of portfolio
|
Q1 2025
Added 12.49%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
18,646
shares
|
$320,338
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
18,490
shares
|
$317,658
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
18,285
shares
|
$314,136
0.0% of portfolio
|
Q1 2025
Reduced 41.34%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
18,235
shares
|
$313,277
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
18,190
shares
|
$312,504
0.02% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,186
shares
|
$312,435
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,106
shares
|
$311,061
0.0% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,758
shares
|
$305,082
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|