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 |
|---|---|---|---|---|---|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
488,133
shares
|
$11.5 Million
0.02% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
473,935
shares
|
$11.2 Million
0.54% of portfolio
|
Q1 2025
Added 42.14%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
455,285
shares
|
$10.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 23.93%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
447,551
shares
|
$10.6 Million
0.08% of portfolio
|
Q2 2025
Added 7224.89%
|
|
|
Anderson Hoagland & CO
|
Jul 10, 2025 Q2 2025 |
446,841
shares
|
$10.6 Million
0.79% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
446,357
shares
|
$10.6 Million
0.07% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
443,425
shares
|
$10.5 Million
0.07% of portfolio
|
Q2 2025
Reduced 67.1%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
432,045
shares
|
$10.2 Million
1.12% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
429,606
shares
|
$10.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
429,019
shares
|
$10.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
425,599
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
424,000
shares
|
$10 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Aug 14, 2025 Q2 2025 |
421,000
shares
|
$9.96 Million
0.01% of portfolio
|
Q2 2025
Added 33.19%
|
|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
420,327
shares
|
$9.94 Million
0.16% of portfolio
|
Q2 2025
Added 30.76%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
408,997
shares
|
$9.67 Million
0.09% of portfolio
|
Q3 2022
Added 103.4%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
406,442
shares
|
$9.61 Million
0.03% of portfolio
|
Q2 2025
Added 27.34%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Aug 08, 2025 Q2 2025 |
404,661
shares
|
$9.57 Million
0.07% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
398,027
shares
|
$9.41 Million
0.01% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
396,149
shares
|
$9.37 Million
1.15% of portfolio
|
Q2 2025
Added 319.85%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
392,160
shares
|
$9.27 Million
0.0% of portfolio
|
Q2 2025
Added 11.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
391,353
shares
|
$9.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 20.75%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
374,093
shares
|
$8.85 Million
2.43% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Aug 14, 2025 Q2 2025 |
366,347
shares
|
$8.66 Million
0.01% of portfolio
|
Q2 2025
Added 47.39%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jul 31, 2025 Q2 2025 |
356,808
shares
|
$8.44 Million
0.03% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
352,798
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.53%
|