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 |
|---|---|---|---|---|---|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
708,679
shares
|
$11.9 Million
0.43% of portfolio
|
Q1 2025
Added 5.36%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
690,000
shares
|
$11.6 Million
15.23% of portfolio
|
Q4 2024
Reduced 45.95%
|
|
|
Squarepoint Ops LLC
New York, NY |
May 15, 2025 Q1 2025 |
643,513
shares
|
$10.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 82.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
619,902
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 34.06%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
609,266
shares
|
$10.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
604,931
shares
|
$10.1 Million
0.39% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Contrarius Group Holdings LTD
Hamilton, D0 |
May 12, 2025 Q1 2025 |
601,272
shares
|
$10.1 Million
0.48% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
598,501
shares
|
$10 Million
0.01% of portfolio
|
Q1 2025
Added 17.9%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
572,437
shares
|
$9.6 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
New York State Common Retirement Fund
|
May 01, 2025 Q1 2025 |
556,987
shares
|
$9.34 Million
0.01% of portfolio
|
Q1 2025
Added 2.39%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
544,277
shares
|
$9.13 Million
0.01% of portfolio
|
Q1 2025
Added 14.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
538,257
shares
|
$9.03 Million
0.01% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
531,363
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
494,081
shares
|
$8.29 Million
0.01% of portfolio
|
Q4 2024
Reduced 22.52%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
493,821
shares
|
$8.28 Million
0.03% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Treasurer Of The State Of North Carolina
|
May 15, 2025 Q1 2025 |
488,797
shares
|
$8.2 Million
0.02% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
482,472
shares
|
$8.09 Million
0.06% of portfolio
|
Q1 2025
Added 61.04%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
473,935
shares
|
$7.95 Million
0.54% of portfolio
|
Q1 2025
Added 42.14%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
470,248
shares
|
$7.89 Million
0.24% of portfolio
|
Q1 2025
Added 83.9%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
466,200
shares
|
$7.82 Million
0.18% of portfolio
|
Q1 2025
Added 93.89%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
May 15, 2025 Q1 2025 |
465,730
shares
|
$7.81 Million
0.02% of portfolio
|
Q1 2025
Added 746.35%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
463,426
shares
|
$7.77 Million
0.01% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
459,221
shares
|
$7.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Janus Henderson Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
457,795
shares
|
$7.68 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.76%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
451,751
shares
|
$7.58 Million
0.11% of portfolio
|
Q1 2025
New holding
|