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 1,085 institutions that hold shares in the stock, with a total of 621 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
923,567
shares
|
$25.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Nov 13, 2025 Q3 2025 |
870,596
shares
|
$24.2 Million
0.06% of portfolio
|
Q3 2025
Added 223.31%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
866,496
shares
|
$24.1 Million
8.45% of portfolio
|
Q3 2025
Added 137.24%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
865,295
shares
|
$24.1 Million
0.04% of portfolio
|
Q3 2025
Added 206.83%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
856,158
shares
|
$23.8 Million
0.88% of portfolio
|
Q3 2025
Reduced 9.04%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 13, 2025 Q3 2025 |
809,500
shares
|
$22.5 Million
0.02% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
753,318
shares
|
$21 Million
0.91% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2025 Q3 2025 |
750,530
shares
|
$20.9 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Seven Grand Managers, LLC
Bronxville, NY |
Nov 12, 2025 Q3 2025 |
750,000
shares
|
$20.9 Million
2.68% of portfolio
|
Q3 2025
New holding
|
|
|
Aviva PLC
|
Nov 13, 2025 Q3 2025 |
747,376
shares
|
$20.8 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Group One Trading, L.P.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
718,755
shares
|
$20 Million
0.67% of portfolio
|
Q3 2025
Reduced 71.3%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
696,732
shares
|
$19.4 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
Jan 29, 2025 Q4 2024 |
690,000
shares
|
$19.2 Million
15.23% of portfolio
|
Q4 2024
Reduced 45.95%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
654,397
shares
|
$18.2 Million
0.8% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Amundi
Paris, I0 |
Nov 14, 2025 Q3 2025 |
648,792
shares
|
$18 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
646,650
shares
|
$18 Million
0.19% of portfolio
|
Q3 2025
Added 1791.34%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
625,385
shares
|
$17.4 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
623,786
shares
|
$17.4 Million
0.05% of portfolio
|
Q3 2025
Added 85.82%
|
|
|
Peak6 LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
611,751
shares
|
$17 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
600,400
shares
|
$16.7 Million
0.02% of portfolio
|
Q3 2025
Added 3.3%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
580,979
shares
|
$16.2 Million
0.04% of portfolio
|
Q3 2025
Added 94.79%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
572,437
shares
|
$15.9 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
571,345
shares
|
$15.9 Million
0.02% of portfolio
|
Q3 2025
Added 17.21%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 17, 2025 Q3 2025 |
564,923
shares
|
$15.7 Million
0.02% of portfolio
|
Q3 2025
Added 54.2%
|
|
|
New York State Common Retirement Fund
|
Nov 03, 2025 Q3 2025 |
549,887
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.27%
|
|