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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
450,089
shares
|
$7.55 Million
0.01% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Anderson Hoagland & CO
|
Apr 09, 2025 Q1 2025 |
445,977
shares
|
$7.48 Million
0.57% of portfolio
|
Q1 2024
Added 11.22%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
429,289
shares
|
$7.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
426,120
shares
|
$7.15 Million
0.75% of portfolio
|
Q1 2025
Reduced 36.49%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
419,542
shares
|
$7.04 Million
0.01% of portfolio
|
Q1 2025
Added 28.8%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
May 01, 2025 Q1 2025 |
413,075
shares
|
$6.93 Million
0.96% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
408,997
shares
|
$6.86 Million
0.09% of portfolio
|
Q3 2022
Added 103.4%
|
|
|
Twinbeech Capital LP
Purchase, NY |
May 15, 2025 Q1 2025 |
405,905
shares
|
$6.81 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
402,967
shares
|
$6.76 Million
1.89% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
398,552
shares
|
$6.68 Million
0.16% of portfolio
|
Q1 2025
Added 214.51%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
395,185
shares
|
$6.63 Million
0.03% of portfolio
|
Q1 2025
Added 210.09%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
385,831
shares
|
$6.47 Million
0.05% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
356,808
shares
|
$5.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.23%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
352,798
shares
|
$5.92 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.53%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
352,482
shares
|
$5.91 Million
0.0% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
350,532
shares
|
$5.88 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Peak6 LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
345,822
shares
|
$5.8 Million
0.01% of portfolio
|
Q1 2025
Added 192.99%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
May 06, 2025 Q1 2025 |
338,841
shares
|
$5.68 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
May 12, 2025 Q1 2025 |
335,606
shares
|
$5.63 Million
0.22% of portfolio
|
Q1 2025
Added 62.41%
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
330,019
shares
|
$5.53 Million
0.46% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
May 14, 2025 Q1 2025 |
328,929
shares
|
$5.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
328,370
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
324,064
shares
|
$5.43 Million
0.0% of portfolio
|
Q1 2025
Added 270.05%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
321,940
shares
|
$5.4 Million
0.25% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
321,447
shares
|
$5.39 Million
0.09% of portfolio
|
Q1 2025
Added 3.57%
|