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 1,082 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 |
|---|---|---|---|---|---|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
321,940
shares
|
$8.96 Million
0.25% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Nov 10, 2025 Q3 2025 |
321,417
shares
|
$8.94 Million
0.08% of portfolio
|
Q3 2025
Added 130.66%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
320,127
shares
|
$8.91 Million
0.04% of portfolio
|
Q3 2025
Reduced 21.24%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
311,749
shares
|
$8.67 Million
1.86% of portfolio
|
Q3 2024
New holding
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
311,131
shares
|
$8.66 Million
0.0% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Elevatus Welath Management
Victor, NY |
Nov 13, 2025 Q3 2025 |
302,351
shares
|
$8.41 Million
2.31% of portfolio
|
Q3 2025
Reduced 38.62%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
299,540
shares
|
$8.33 Million
1.05% of portfolio
|
Q3 2025
Reduced 30.67%
|
|
|
Handelsbanken Fonder Ab
|
Nov 12, 2025 Q3 2025 |
296,700
shares
|
$8.25 Million
0.02% of portfolio
|
Q3 2025
Added 21.05%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
290,868
shares
|
$8.09 Million
0.11% of portfolio
|
Q3 2025
Added 12.95%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
277,987
shares
|
$7.73 Million
0.04% of portfolio
|
Q3 2025
Reduced 13.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
274,575
shares
|
$7.64 Million
0.01% of portfolio
|
Q3 2025
Added 225.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
274,194
shares
|
$7.63 Million
0.01% of portfolio
|
Q3 2025
Added 36.91%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
273,743
shares
|
$7.62 Million
0.01% of portfolio
|
Q3 2025
Reduced 22.41%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
273,188
shares
|
$7.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.81%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
273,032
shares
|
$7.6 Million
1.38% of portfolio
|
Q3 2025
Added 1324.94%
|
|
|
Fjarde Ap Fonden
|
Oct 28, 2025 Q3 2025 |
265,900
shares
|
$7.4 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Kercheville Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
262,790
shares
|
$7.31 Million
2.14% of portfolio
|
Q3 2025
Added 61.82%
|
|
|
Carroll Investors, Inc
|
Nov 12, 2025 Q3 2025 |
256,108
shares
|
$7.12 Million
3.3% of portfolio
|
Q3 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
254,531
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
254,306
shares
|
$7.07 Million
5.52% of portfolio
|
Q2 2023
Added 11.38%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 20, 2025 Q3 2025 |
254,164
shares
|
$7.07 Million
1.87% of portfolio
|
Q3 2025
New holding
|
|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
253,395
shares
|
$7.05 Million
1.16% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Korea Investment Corp
Seoul, M5 |
Nov 13, 2025 Q3 2025 |
252,512
shares
|
$7.02 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
251,441
shares
|
$7 Million
0.2% of portfolio
|
Q3 2025
Added 102.66%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
251,246
shares
|
$6.99 Million
0.03% of portfolio
|
Q3 2024
Added 98.23%
|
|