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 |
|---|---|---|---|---|---|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
486
shares
|
$11,493
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
476
shares
|
$11,257
0.0% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
442
shares
|
$10,453
0.0% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
436
shares
|
$10,311
0.0% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
435
shares
|
$10,287
0.0% of portfolio
|
Q2 2025
Added 480.0%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
418
shares
|
$9,885
0.0% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$9,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
397
shares
|
$9,389
0.0% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
392
shares
|
$9,270
0.0% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
380
shares
|
$8,987
0.0% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
350
shares
|
$8,277
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
336
shares
|
$7,946
0.0% of portfolio
|
Q2 2025
Added 52.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
335
shares
|
$7,922
0.0% of portfolio
|
Q2 2025
Added 59.52%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
328
shares
|
$7,757
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
300
shares
|
$7,095
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
300
shares
|
$7,095
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
300
shares
|
$7,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$7,095
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
300
shares
|
$7,095
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
300
shares
|
$7,095
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
263
shares
|
$6,219
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
261
shares
|
$6,172
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
260
shares
|
$6,149
0.0% of portfolio
|
Q2 2025
Added 25900.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
253
shares
|
$5,983
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
City State Bank
Norwalk, IA |
Jul 31, 2025 Q2 2025 |
250
shares
|
$5,912
0.0% of portfolio
|
Q2 2025
Reduced 95.24%
|