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 |
|---|---|---|---|---|---|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
12,026
shares
|
$206,606
0.04% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
12,000
shares
|
$206,160
0.03% of portfolio
|
Q1 2025
Reduced 14.29%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
12,000
shares
|
$206,160
0.04% of portfolio
|
Q1 2025
Added 19.61%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
May 12, 2025 Q1 2025 |
11,812
shares
|
$202,930
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
11,665
shares
|
$200,404
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
11,653
shares
|
$200,198
0.02% of portfolio
|
Q1 2025
Added 12.07%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
11,500
shares
|
$197,570
0.05% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
11,486
shares
|
$197,329
0.01% of portfolio
|
Q1 2025
Reduced 10.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
11,419
shares
|
$196,178
0.0% of portfolio
|
Q1 2025
Reduced 7.55%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
11,400
shares
|
$195,852
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Apr 21, 2025 Q1 2025 |
11,260
shares
|
$193,446
0.07% of portfolio
|
Q1 2025
Added 12.6%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
11,225
shares
|
$192,845
0.06% of portfolio
|
Q1 2025
Reduced 46.67%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
11,200
shares
|
$192,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,193
shares
|
$192,295
0.0% of portfolio
|
Q4 2023
Reduced 35.62%
|
|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
11,163
shares
|
$191,780
0.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
11,157
shares
|
$191,677
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Caxton Associates LLP
London, |
May 15, 2025 Q1 2025 |
11,132
shares
|
$191,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
11,025
shares
|
$189,409
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
11,011
shares
|
$189,168
0.0% of portfolio
|
Q1 2025
Reduced 9.61%
|
|
|
Klcm Advisors, Inc.
|
May 13, 2025 Q1 2025 |
11,000
shares
|
$188,980
0.02% of portfolio
|
Q1 2024
Reduced 55.1%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Apr 28, 2025 Q1 2025 |
11,000
shares
|
$188,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
10,980
shares
|
$188,636
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
10,938
shares
|
$187,914
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
10,853
shares
|
$186,454
0.01% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
10,757
shares
|
$184,805
0.0% of portfolio
|
Q1 2025
Reduced 26.78%
|