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 |
|---|---|---|---|---|---|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
140,000
shares
|
$3.31 Million
0.4% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
139,348
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 22.93%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
139,110
shares
|
$3.29 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Aug 07, 2025 Q2 2025 |
136,520
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 91.53%
|
|
|
Pdt Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
136,102
shares
|
$3.22 Million
0.16% of portfolio
|
Q2 2025
Reduced 45.27%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
134,600
shares
|
$3.18 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
134,466
shares
|
$3.18 Million
0.49% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
133,749
shares
|
$3.16 Million
0.03% of portfolio
|
Q2 2025
Added 193.88%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
132,926
shares
|
$3.14 Million
0.3% of portfolio
|
Q2 2025
Added 63.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
131,905
shares
|
$3.12 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
129,451
shares
|
$3.06 Million
0.83% of portfolio
|
Q2 2025
Added 4.49%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,930
shares
|
$3 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
124,073
shares
|
$2.93 Million
0.06% of portfolio
|
Q2 2025
Reduced 68.87%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
122,153
shares
|
$2.89 Million
0.53% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
122,128
shares
|
$2.89 Million
0.02% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Aug 12, 2025 Q2 2025 |
120,753
shares
|
$2.86 Million
0.71% of portfolio
|
Q2 2025
Reduced 7.42%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,196
shares
|
$2.84 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
119,877
shares
|
$2.84 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
118,503
shares
|
$2.8 Million
0.0% of portfolio
|
Q2 2025
Added 28.33%
|
|
|
Miller Financial Services LLC
Marshall, MI |
May 05, 2025 Q1 2025 |
117,866
shares
|
$2.79 Million
1.97% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
111,525
shares
|
$2.64 Million
0.21% of portfolio
|
Q2 2025
Added 10.73%
|
|
|
Capital Advisors Wealth Management, LLC
|
Aug 13, 2025 Q2 2025 |
110,357
shares
|
$2.61 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.31%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 13, 2025 Q2 2025 |
108,961
shares
|
$2.58 Million
0.64% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
107,826
shares
|
$2.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 18.15%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
107,325
shares
|
$2.54 Million
0.65% of portfolio
|
Q2 2025
Added 44.24%
|