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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
21,493
shares
|
$508,309
0.02% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
21,369
shares
|
$505,376
0.07% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
21,230
shares
|
$502,089
0.13% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
21,170
shares
|
$500,670
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
20,925
shares
|
$494,876
0.02% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
20,835
shares
|
$492,747
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
20,708
shares
|
$489,744
0.02% of portfolio
|
Q2 2025
Reduced 90.97%
|
|
|
Accuvest Global Advisors
Provo, UT |
Aug 05, 2025 Q2 2025 |
20,665
shares
|
$488,727
0.25% of portfolio
|
Q2 2025
Reduced 14.37%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
20,593
shares
|
$487,024
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
20,524
shares
|
$485,392
0.08% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Aug 14, 2025 Q2 2025 |
20,511
shares
|
$485,085
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
20,290
shares
|
$479,858
0.02% of portfolio
|
Q2 2025
Reduced 17.45%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
20,118
shares
|
$475,790
0.09% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Aug 07, 2025 Q2 2025 |
19,600
shares
|
$463,540
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
19,485
shares
|
$460,820
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
19,383
shares
|
$458,407
0.03% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
19,161
shares
|
$453,157
0.04% of portfolio
|
Q2 2025
Reduced 97.96%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,992
shares
|
$449,160
0.0% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
18,805
shares
|
$444,738
0.03% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
18,715
shares
|
$442,609
0.05% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
18,684
shares
|
$441,876
0.0% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
18,676
shares
|
$441,687
0.0% of portfolio
|
Q2 2025
Reduced 22.91%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
18,620
shares
|
$440,363
0.0% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
18,550
shares
|
$438,707
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
18,490
shares
|
$437,288
0.18% of portfolio
|
Q3 2021
New holding
|