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 |
|---|---|---|---|---|---|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
4,094,223
shares
|
$68.7 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,084,871
shares
|
$68.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,651,264
shares
|
$61.2 Million
0.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
3,534,865
shares
|
$59.3 Million
2.35% of portfolio
|
Q1 2025
Reduced 16.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
3,426,725
shares
|
$57.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
3,341,479
shares
|
$56 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
3,290,972
shares
|
$55.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
3,275,474
shares
|
$54.9 Million
0.04% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
3,187,944
shares
|
$53.5 Million
0.66% of portfolio
|
Q1 2025
Added 9.62%
|
|
|
Man Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
2,946,688
shares
|
$49.4 Million
0.09% of portfolio
|
Q1 2025
Added 557.07%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
May 19, 2025 Q1 2025 |
2,725,268
shares
|
$45.7 Million
0.01% of portfolio
|
Q1 2025
Added 8.17%
|
|
|
Nikko Asset Management Americas, Inc.
|
May 07, 2025 Q1 2025 |
2,626,652
shares
|
$44 Million
0.41% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Apr 25, 2025 Q1 2025 |
2,626,652
shares
|
$44 Million
0.02% of portfolio
|
Q1 2025
Reduced 66.03%
|
|
|
Azora Capital LP
Miami, FL |
May 15, 2025 Q1 2025 |
2,252,335
shares
|
$37.8 Million
1.95% of portfolio
|
Q1 2025
Reduced 49.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
2,220,613
shares
|
$37.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.46%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
May 07, 2025 Q1 2025 |
2,024,409
shares
|
$33.9 Million
0.25% of portfolio
|
Q1 2025
Reduced 78.44%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
1,997,300
shares
|
$33.5 Million
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,812,630
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2025
Added 13.05%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,769,134
shares
|
$29.7 Million
0.53% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Group One Trading, L.P.
Chicago, IL |
May 14, 2025 Q1 2025 |
1,743,575
shares
|
$29.2 Million
0.92% of portfolio
|
Q1 2025
Added 61.31%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
May 13, 2025 Q1 2025 |
1,714,319
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.53%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
1,713,527
shares
|
$28.7 Million
0.01% of portfolio
|
Q1 2025
Added 33.17%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
1,651,030
shares
|
$27.7 Million
0.15% of portfolio
|
Q1 2025
Added 137.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
1,646,417
shares
|
$27.6 Million
0.05% of portfolio
|
Q1 2025
Added 186.58%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 12, 2025 Q1 2025 |
1,611,700
shares
|
$27 Million
0.09% of portfolio
|
Q1 2025
Reduced 40.96%
|