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 |
|---|---|---|---|---|---|
|
Utah Retirement Systems
Salt Lake City, UT |
Aug 14, 2025 Q2 2025 |
174,505
shares
|
$4.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
170,896
shares
|
$4.04 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
169,059
shares
|
$4 Million
0.0% of portfolio
|
Q2 2025
Added 34.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
167,516
shares
|
$3.96 Million
0.0% of portfolio
|
Q2 2025
Added 21.82%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
167,370
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
166,962
shares
|
$3.95 Million
0.02% of portfolio
|
Q2 2025
Added 10.91%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
165,836
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
163,178
shares
|
$3.86 Million
0.0% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Kercheville Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
162,400
shares
|
$3.84 Million
1.03% of portfolio
|
Q2 2025
New holding
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
161,825
shares
|
$3.83 Million
2.48% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
160,000
shares
|
$3.78 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Van Eck Associates Corp
|
Aug 14, 2025 Q2 2025 |
159,459
shares
|
$3.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
156,682
shares
|
$3.71 Million
0.06% of portfolio
|
Q2 2025
Reduced 9.82%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
155,389
shares
|
$3.67 Million
0.14% of portfolio
|
Q2 2025
Added 68.33%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
153,695
shares
|
$3.63 Million
5.83% of portfolio
|
Q2 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
148,461
shares
|
$3.51 Million
0.87% of portfolio
|
Q2 2025
Added 146.02%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Aug 14, 2025 Q2 2025 |
148,435
shares
|
$3.51 Million
0.12% of portfolio
|
Q2 2025
Reduced 26.32%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
147,136
shares
|
$3.48 Million
0.11% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
145,149
shares
|
$3.43 Million
0.19% of portfolio
|
Q2 2025
Added 129.13%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
143,810
shares
|
$3.4 Million
0.25% of portfolio
|
Q2 2025
Reduced 27.05%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
142,000
shares
|
$3.36 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Science & Technology Partners, L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
142,000
shares
|
$3.36 Million
0.68% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
141,700
shares
|
$3.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
140,923
shares
|
$3.33 Million
0.38% of portfolio
|
Q2 2025
Added 12.35%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
140,331
shares
|
$3.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.56%
|