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 |
|---|---|---|---|---|---|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
49
shares
|
$1,158
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
46
shares
|
$1,087
0.0% of portfolio
|
Q1 2025
Added 43.75%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
45
shares
|
$1,064
0.0% of portfolio
|
Q2 2025
Added 21.62%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
42
shares
|
$993
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
41
shares
|
$969
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sarver Vrooman Wealth Advisors
Kansas City, MO |
Jul 09, 2025 Q2 2025 |
40
shares
|
$946
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
40
shares
|
$946
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
40
shares
|
$946
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
39
shares
|
$922
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
36
shares
|
$851
0.0% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Jul 31, 2025 Q2 2025 |
35
shares
|
$827
0.0% of portfolio
|
Q2 2025
Added 40.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
31
shares
|
$733
0.0% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
27
shares
|
$638
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
26
shares
|
$614
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
25
shares
|
$591
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 08, 2025 Q2 2025 |
25
shares
|
$591
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
23
shares
|
$543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Aug 13, 2025 Q2 2025 |
23
shares
|
$543
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
21
shares
|
$496
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 07, 2025 Q2 2025 |
20
shares
|
$473
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
20
shares
|
$473
0.0% of portfolio
|
Q1 2024
Reduced 92.13%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
19
shares
|
$449
0.0% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
17
shares
|
$402
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
14
shares
|
$331
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Jul 30, 2025 Q2 2025 |
13
shares
|
$307
0.0% of portfolio
|
Q2 2025
New holding
|