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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
16,448
shares
|
$388,995
0.0% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
16,415
shares
|
$388,214
0.02% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
16,324
shares
|
$386,062
0.04% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
16,300
shares
|
$385,495
0.09% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
16,200
shares
|
$383,130
0.11% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
16,188
shares
|
$382,846
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riverwood Capital Management Ltd.
|
Nov 14, 2024 Q3 2024 |
16,077
shares
|
$380,221
0.32% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,775
shares
|
$373,078
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
15,715
shares
|
$371,659
0.11% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
15,710
shares
|
$371,541
0.09% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
15,650
shares
|
$370,122
0.27% of portfolio
|
Q2 2025
Added 6.83%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
15,633
shares
|
$369,720
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
15,460
shares
|
$365,629
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
15,394
shares
|
$364,068
0.02% of portfolio
|
Q2 2025
Added 12.93%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
15,285
shares
|
$361,490
0.15% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Aug 05, 2025 Q2 2025 |
15,110
shares
|
$357,351
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
14,991
shares
|
$354,537
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
14,899
shares
|
$352,361
0.03% of portfolio
|
Q2 2025
Added 15.06%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
14,820
shares
|
$350,493
0.02% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
14,784
shares
|
$349,641
0.01% of portfolio
|
Q2 2025
Reduced 83.23%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
14,703
shares
|
$347,725
0.03% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
14,582
shares
|
$344,864
0.02% of portfolio
|
Q4 2023
Reduced 4.89%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
14,500
shares
|
$342,925
0.18% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
14,475
shares
|
$342,333
0.07% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
14,347
shares
|
$339,306
0.01% of portfolio
|
Q2 2025
Reduced 47.33%
|