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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
77,366
shares
|
$1.62 Million
0.02% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
77,060
shares
|
$1.62 Million
0.1% of portfolio
|
Q1 2025
Added 17.4%
|
|
|
River Street Advisors LLC
Aurora, IL |
Jul 21, 2025 Q2 2025 |
77,032
shares
|
$1.62 Million
0.6% of portfolio
|
Q2 2025
Added 14.63%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
76,552
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Added 296.91%
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
76,435
shares
|
$1.6 Million
0.03% of portfolio
|
Q1 2025
Reduced 42.93%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 14, 2025 Q1 2025 |
75,407
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Reduced 59.39%
|
|
|
Matisse Capital
|
Jul 23, 2025 Q2 2025 |
75,310
shares
|
$1.58 Million
0.67% of portfolio
|
Q2 2025
Reduced 7.08%
|
|
|
Cookson Peirce & CO Inc
|
May 13, 2025 Q1 2025 |
74,829
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Added 89.94%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
May 15, 2025 Q1 2025 |
74,303
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 376.36%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
74,166
shares
|
$1.56 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
73,011
shares
|
$1.53 Million
0.08% of portfolio
|
Q1 2025
Added 15.77%
|
|
|
Portman Square Capital LLP
London, X0 |
May 02, 2025 Q1 2025 |
72,526
shares
|
$1.52 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
72,482
shares
|
$1.52 Million
0.39% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
72,453
shares
|
$1.52 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
71,742
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 51.51%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
May 15, 2025 Q1 2025 |
71,500
shares
|
$1.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
70,580
shares
|
$1.48 Million
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
70,540
shares
|
$1.48 Million
0.38% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
69,718
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.12%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
68,466
shares
|
$1.44 Million
0.01% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
67,873
shares
|
$1.42 Million
0.14% of portfolio
|
Q1 2025
Added 275.49%
|
|
|
Prudential Financial Inc
Newark, NJ |
May 13, 2025 Q1 2025 |
67,610
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
Added 28.84%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
66,249
shares
|
$1.39 Million
0.01% of portfolio
|
Q1 2025
Added 3.95%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
May 07, 2025 Q1 2025 |
65,661
shares
|
$1.38 Million
0.19% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Laird Norton Trust Company, LLC
|
May 15, 2025 Q1 2025 |
64,495
shares
|
$1.35 Million
0.12% of portfolio
|
Q2 2024
Added 218.32%
|