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 |
|---|---|---|---|---|---|
|
Rokos Capital Management LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
2,120,333
shares
|
$50.1 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
2,070,434
shares
|
$49 Million
0.01% of portfolio
|
Q2 2025
Added 178.4%
|
|
|
Swiss National Bank
Zurich, V8 |
May 12, 2025 Q1 2025 |
1,997,300
shares
|
$47.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Aug 13, 2025 Q2 2025 |
1,875,222
shares
|
$44.3 Million
0.02% of portfolio
|
Q2 2025
Added 9.39%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
1,722,298
shares
|
$40.7 Million
0.18% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
Aug 14, 2025 Q2 2025 |
1,600,000
shares
|
$37.8 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,510,159
shares
|
$35.7 Million
0.0% of portfolio
|
Q2 2025
Added 65.68%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
1,500,633
shares
|
$35.5 Million
0.05% of portfolio
|
Q2 2025
Added 45.61%
|
|
|
State Of Michigan Retirement System
|
Aug 05, 2025 Q2 2025 |
1,500,000
shares
|
$35.5 Million
0.14% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
1,411,233
shares
|
$33.4 Million
0.72% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,380,363
shares
|
$32.6 Million
0.01% of portfolio
|
Q2 2025
Added 28.48%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
1,337,048
shares
|
$31.6 Million
0.07% of portfolio
|
Q2 2025
Added 3861.74%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,256,664
shares
|
$29.7 Million
0.01% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Legal & General Group PLC
London, X0 |
Aug 12, 2025 Q2 2025 |
1,179,998
shares
|
$27.9 Million
0.01% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
1,160,036
shares
|
$27.4 Million
0.56% of portfolio
|
Q2 2025
New holding
|
|
|
Jain Global LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,123,149
shares
|
$26.6 Million
0.17% of portfolio
|
Q2 2025
Added 321.39%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,070,732
shares
|
$25.3 Million
0.02% of portfolio
|
Q2 2025
Added 137.02%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,054,537
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.46%
|
|
|
Janus Henderson Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
1,050,075
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2025
Added 129.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,040,103
shares
|
$24.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 36.83%
|
|
|
Rhumbline Advisers
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,022,202
shares
|
$24.2 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.98%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,016,947
shares
|
$24.1 Million
0.15% of portfolio
|
Q2 2025
Added 157.33%
|
|
|
Mizuho Markets Americas LLC
|
Aug 01, 2025 Q2 2025 |
976,644
shares
|
$23.1 Million
0.44% of portfolio
|
Q2 2025
Reduced 69.36%
|
|
|
California State Teachers Retirement System
West Sacramento, CA |
Aug 14, 2025 Q2 2025 |
975,628
shares
|
$23.1 Million
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
956,315
shares
|
$22.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 66.36%
|