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 |
|---|---|---|---|---|---|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Aug 07, 2025 Q2 2025 |
4,879,959
shares
|
$115 Million
0.07% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
4,424,155
shares
|
$105 Million
0.67% of portfolio
|
Q2 2025
Added 118.54%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,301,164
shares
|
$102 Million
0.0% of portfolio
|
Q1 2025
Added 476.67%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
4,252,236
shares
|
$101 Million
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Growth Fund V Associates L.L.C.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
4,104,459
shares
|
$97.1 Million
69.17% of portfolio
|
Q2 2021
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,084,871
shares
|
$96.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
3,971,339
shares
|
$93.9 Million
0.04% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
3,948,998
shares
|
$93.4 Million
0.06% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
3,844,501
shares
|
$90.9 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
3,672,321
shares
|
$86.9 Million
3.86% of portfolio
|
Q2 2025
Added 27000.0%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
3,613,965
shares
|
$85.5 Million
0.01% of portfolio
|
Q2 2025
Added 32.61%
|
|
|
Nikko Asset Management Americas, Inc.
|
Aug 11, 2025 Q2 2025 |
3,399,960
shares
|
$80.4 Million
0.66% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
3,399,960
shares
|
$80.4 Million
0.04% of portfolio
|
Q2 2025
Added 29.44%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
3,294,445
shares
|
$77.9 Million
0.14% of portfolio
|
Q2 2025
Added 154.49%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
3,195,440
shares
|
$75.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Patient Capital Management, LLC
Baltimore, MD |
Aug 13, 2025 Q2 2025 |
3,157,431
shares
|
$74.7 Million
3.03% of portfolio
|
Q2 2025
Reduced 10.68%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,851,023
shares
|
$67.4 Million
1.08% of portfolio
|
Q2 2025
Added 61.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
2,838,220
shares
|
$67.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 71.07%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
2,716,961
shares
|
$64.3 Million
0.02% of portfolio
|
Q2 2025
Added 3283.68%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,549,937
shares
|
$60.3 Million
0.05% of portfolio
|
Q2 2025
Added 296.25%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,504,295
shares
|
$59.2 Million
1.7% of portfolio
|
Q2 2025
Added 43.63%
|
|
|
Mizuho Markets Cayman LP
|
Aug 01, 2025 Q2 2025 |
2,500,000
shares
|
$59.1 Million
3.26% of portfolio
|
Q2 2025
New holding
|
|
|
Azora Capital LP
Miami, FL |
Aug 14, 2025 Q2 2025 |
2,363,547
shares
|
$55.9 Million
2.07% of portfolio
|
Q2 2025
Added 4.94%
|
|
|
Jump Financial, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,268,103
shares
|
$53.6 Million
0.52% of portfolio
|
Q2 2025
Added 1058.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,130,776
shares
|
$50.4 Million
0.01% of portfolio
|
Q2 2025
Added 17.55%
|