Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
34.5KNew |
$328K - $628K
|
34.5K
$816K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
33.2K+ 11.99% |
$315K - $604K
|
310K
$7.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
32.9K+ 44.24% |
$313K - $599K
|
107K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
31.9KNew |
$303K - $581K
|
31.9K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30K+ 21.82% |
$285K - $546K
|
168K
$3.96M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
CALL |
30KNew |
$285K - $546K
|
30K
$710K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
29.9KNew |
$284K - $544K
|
29.9K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
29.7K+ 13.26% |
$282K - $541K
|
254K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
29.5K+ 262.26% |
$281K - $538K
|
40.8K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
29.5KNew |
$280K - $537K
|
29.5K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
29.5KNew |
$280K - $536K
|
29.5K
$696K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.8KNew |
$274K - $524K
|
28.8K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
28.2KNew |
$268K - $514K
|
28.2K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
PUT |
27.5KNew |
$261K - $501K
|
27.5K
$650K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26.2K+ 28.33% |
$249K - $476K
|
119K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25.5K+ 11.13% |
$242K - $464K
|
255K
$6.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
25.2KNew |
$239K - $458K
|
25.2K
$595K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
PUT |
25KNew |
$238K - $455K
|
25K
$591K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$232K - $444K
|
24.4K
$577K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24.1KNew |
$229K - $439K
|
24.1K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
24KNew |
$228K - $438K
|
24K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
24KNew |
$228K - $438K
|
24K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22.4K+ 4.81% |
$213K - $408K
|
488K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.3K+ 27.73% |
$212K - $406K
|
103K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.3K+ 54.0% |
$212K - $406K
|
63.6K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22.2K+ 54.47% |
$211K - $404K
|
62.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
22KNew |
$209K - $400K
|
22K
$519K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
22K+ 114.01% |
$209K - $400K
|
41.2K
$975K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.6K+ 77.29% |
$205K - $393K
|
49.6K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.2KNew |
$201K - $386K
|
21.2K
$501K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21K+ 26.17% |
$200K - $382K
|
101K
$2.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 12.02% |
$196K - $375K
|
192K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
20.6KNew |
$196K - $375K
|
20.6K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
20.5KNew |
$195K - $374K
|
20.5K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.1K+ 30.28% |
$191K - $365K
|
86.3K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
19.6KNew |
$186K - $357K
|
19.6K
$464K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
19.5KNew |
$185K - $355K
|
19.5K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4K+ 13.14% |
$185K - $354K
|
167K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.9K+ 0.32% |
$179K - $344K
|
6.01M
$142M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
18.8K+ 4.88% |
$179K - $343K
|
405K
$9.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
18.6KNew |
$176K - $338K
|
18.6K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
18.5K+ 0.1% |
$176K - $337K
|
19.1M
$451M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.4K+ 402.53% |
$175K - $336K
|
23K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8K+ 36.5% |
$160K - $306K
|
62.9K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.8KNew |
$159K - $306K
|
16.8K
$397K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.7KNew |
$159K - $304K
|
16.7K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 10.91% |
$156K - $299K
|
167K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.1K+ 23.88% |
$153K - $294K
|
83.8K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16K+ 44.6% |
$152K - $291K
|
51.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.7K+ 20.86% |
$149K - $286K
|
91.1K
$2.16M
|