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 859 institutions that hold shares in the stock, with a total of 522 Million shares, which have been reported (via 13F filing form) to have a value of $10.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
96,023
shares
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
Added 4.78%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,904
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2023
Added 26.39%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
May 15, 2025 Q1 2025 |
94,356
shares
|
$1.98 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
93,573
shares
|
$1.96 Million
0.47% of portfolio
|
Q1 2025
Added 25.13%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
92,974
shares
|
$1.95 Million
0.02% of portfolio
|
Q1 2025
Added 49.92%
|
|
|
Slow Capital, Inc.
|
Jul 23, 2025 Q2 2025 |
92,554
shares
|
$1.94 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
92,343
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Added 75.68%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
92,312
shares
|
$1.94 Million
0.06% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Quantessence Capital LLC
New York, NY |
May 15, 2025 Q1 2025 |
88,605
shares
|
$1.86 Million
0.26% of portfolio
|
Q1 2025
Added 70.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
88,580
shares
|
$1.86 Million
0.01% of portfolio
|
Q2 2024
Added 4252.83%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
88,471
shares
|
$1.86 Million
0.03% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
86,952
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
85,372
shares
|
$1.79 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Strs Ohio
|
May 28, 2025 Q1 2025 |
84,598
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
84,062
shares
|
$1.76 Million
1.14% of portfolio
|
Q1 2025
Reduced 35.25%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
83,691
shares
|
$1.76 Million
0.71% of portfolio
|
Q2 2025
Added 17.98%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
83,361
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Added 5.02%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
82,399
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
81,416
shares
|
$1.71 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
80,444
shares
|
$1.69 Million
0.01% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
80,296
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 793.12%
|
|
|
Numerai Gp LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
78,774
shares
|
$1.65 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
78,727
shares
|
$1.65 Million
0.07% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
78,685
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
78,033
shares
|
$1.64 Million
0.11% of portfolio
|
Q1 2025
Added 22.42%
|