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 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
|
|
|
Aug 14, 2025
Q2 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$149K - $285K
|
15.6K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 34.68% |
$148K - $284K
|
60.7K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
15.5K+ 12.35% |
$147K - $282K
|
141K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
15.5KNew |
$147K - $282K
|
15.5K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15.1KNew |
$144K - $275K
|
15.1K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Sculptor Capital LP
New York, NY |
BUY
|
PUT |
14.5K+ 0.98% |
$138K - $264K
|
1.49M
$35.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.9KNew |
$132K - $254K
|
13.9K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13.5KNew |
$128K - $246K
|
13.5K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.3KNew |
$127K - $243K
|
13.3K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 119.86% |
$125K - $240K
|
24.2K
$573K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
13.2K+ 5.32% |
$125K - $240K
|
261K
$6.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.9KNew |
$122K - $234K
|
12.9K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
12.8KNew |
$122K - $234K
|
12.8K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.8K+ 16.55% |
$122K - $233K
|
90.2K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 79.58% |
$121K - $233K
|
28.8K
$682K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
12.8K+ 17.98% |
$121K - $232K
|
83.7K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
12.6K+ 34.49% |
$120K - $230K
|
49.3K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.6KNew |
$119K - $229K
|
12.6K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.5KNew |
$119K - $228K
|
12.5K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.5KNew |
$119K - $228K
|
12.5K
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12.4K+ 3.67% |
$118K - $226K
|
351K
$8.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$112K - $214K
|
11.8K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.7K+ 72.46% |
$111K - $213K
|
27.8K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5KNew |
$109K - $209K
|
11.5K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.3KNew |
$107K - $206K
|
11.3K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 1607.14% |
$107K - $205K
|
12K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1KNew |
$106K - $203K
|
11.1K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$105K - $202K
|
11.1K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 10.73% |
$103K - $197K
|
112K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 21.25% |
$102K - $196K
|
61.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.7KNew |
$102K - $195K
|
10.7K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.4KNew |
$98.5K - $189K
|
10.4K
$245K
|
|
|
Jul 10, 2025
Q2 2025
|
White Wing Wealth Management
The Wodlands, TX |
BUY
|
- |
10.3KNew |
$97.4K - $187K
|
10.3K
$242K
|
|
|
Aug 05, 2025
Q2 2025
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
10.1K+ 81.52% |
$96K - $184K
|
22.5K
$532K
|
|
|
Jul 21, 2025
Q2 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
9.83K+ 14.63% |
$93.4K - $179K
|
77K
$1.82M
|
|
|
Jul 29, 2025
Q2 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
9.3K+ 0.99% |
$88.4K - $169K
|
946K
$22.4M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
9.06K+ 11.76% |
$86.1K - $165K
|
86.1K
$2.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
9K+ 1200.0% |
$85.5K - $164K
|
9.75K
$231K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
8.74K+ 703.38% |
$83.1K - $159K
|
9.99K
$236K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.62K+ 14.43% |
$81.9K - $157K
|
68.4K
$1.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.44K+ 11.56% |
$80.2K - $154K
|
81.4K
$1.93M
|
|
|
Aug 13, 2025
Q2 2025
|
Arizona State Retirement System
|
BUY
|
- |
8.09K+ 2.74% |
$76.9K - $147K
|
304K
$7.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
7.89K+ 1.61% |
$74.9K - $144K
|
497K
$11.7M
|
|
|
Aug 13, 2025
Q2 2025
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
7.55K+ 0.82% |
$71.7K - $137K
|
927K
$21.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.31K+ 2.83% |
$69.4K - $133K
|
266K
$6.29M
|
|
|
Jul 23, 2025
Q2 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
7.3K+ 3.49% |
$69.4K - $133K
|
216K
$5.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
6.89KNew |
$65.5K - $126K
|
6.89K
$163K
|
|
|
Aug 13, 2025
Q2 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
6.6K+ 18.13% |
$62.7K - $120K
|
43K
$1.02M
|