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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
265,957
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Aug 08, 2025 Q2 2025 |
262,316
shares
|
$6.2 Million
0.0% of portfolio
|
Q2 2025
Added 373.74%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Aug 01, 2025 Q2 2025 |
260,873
shares
|
$6.17 Million
0.02% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
257,524
shares
|
$6.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Engineers Gate Manager LP
New York, NY |
Aug 14, 2025 Q2 2025 |
257,112
shares
|
$6.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 64.75%
|
|
|
Firethorn Wealth Partners, LLC
|
Jul 22, 2025 Q2 2025 |
254,507
shares
|
$6.02 Million
2.18% of portfolio
|
Q2 2025
Added 11.13%
|
|
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
Aug 13, 2025 Q2 2025 |
254,425
shares
|
$6.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
254,306
shares
|
$6.01 Million
5.52% of portfolio
|
Q2 2023
Added 11.38%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
253,700
shares
|
$6 Million
0.89% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
251,246
shares
|
$5.94 Million
0.03% of portfolio
|
Q3 2024
Added 98.23%
|
|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
245,100
shares
|
$5.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
216,400
shares
|
$5.12 Million
0.02% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
213,026
shares
|
$5.04 Million
2.26% of portfolio
|
Q2 2025
Added 51.74%
|
|
|
Cookson Peirce & CO Inc
|
Jul 30, 2025 Q2 2025 |
209,909
shares
|
$4.96 Million
0.18% of portfolio
|
Q2 2025
Added 180.52%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
201,085
shares
|
$4.76 Million
0.49% of portfolio
|
Q2 2025
Added 33.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
200,276
shares
|
$4.74 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.5%
|
|
|
Prentice Capital Management, LP
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
198,752
shares
|
$4.7 Million
5.71% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Aug 14, 2025 Q2 2025 |
193,766
shares
|
$4.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 59.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
192,001
shares
|
$4.54 Million
0.13% of portfolio
|
Q2 2025
Added 12.02%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
191,913
shares
|
$4.54 Million
0.26% of portfolio
|
Q2 2025
Added 97.96%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
191,300
shares
|
$4.52 Million
0.58% of portfolio
|
Q1 2025
Added 945.36%
|
|
|
Macquarie Group LTD
Australia, C3 |
Aug 14, 2025 Q2 2025 |
179,424
shares
|
$4.24 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
178,605
shares
|
$4.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
178,569
shares
|
$4.22 Million
0.01% of portfolio
|
Q2 2025
Added 37.34%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
175,327
shares
|
$4.15 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.96%
|