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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
319,187
shares
|
$5.35 Million
0.02% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
May 14, 2025 Q1 2025 |
316,100
shares
|
$5.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
315,733
shares
|
$5.29 Million
0.36% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
311,749
shares
|
$5.23 Million
1.86% of portfolio
|
Q3 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
306,173
shares
|
$5.13 Million
0.96% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
304,137
shares
|
$5.1 Million
0.0% of portfolio
|
Q1 2025
Added 8669.81%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
297,654
shares
|
$4.99 Million
0.02% of portfolio
|
Q1 2025
Reduced 16.83%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
296,556
shares
|
$4.97 Million
0.0% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Arizona State Retirement System
|
May 01, 2025 Q1 2025 |
295,701
shares
|
$4.96 Million
0.02% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
290,362
shares
|
$4.87 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.19%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
286,025
shares
|
$4.8 Million
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
278,786
shares
|
$4.68 Million
0.02% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
May 07, 2025 Q1 2025 |
276,612
shares
|
$4.64 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
269,019
shares
|
$4.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 77.73%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
266,532
shares
|
$4.47 Million
0.04% of portfolio
|
Q1 2025
Added 112.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
265,947
shares
|
$4.46 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
258,649
shares
|
$4.34 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
254,306
shares
|
$4.26 Million
5.52% of portfolio
|
Q2 2023
Added 11.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
251,246
shares
|
$4.21 Million
0.03% of portfolio
|
Q3 2024
Added 98.23%
|
|
|
Pdt Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
248,690
shares
|
$4.17 Million
0.23% of portfolio
|
Q1 2025
Reduced 14.41%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
248,552
shares
|
$4.17 Million
0.01% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Apr 28, 2025 Q1 2025 |
247,693
shares
|
$4.15 Million
0.01% of portfolio
|
Q1 2025
Added 36.22%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
246,139
shares
|
$4.13 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
245,100
shares
|
$4.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
242,154
shares
|
$4.06 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.74%
|