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 |
|---|---|---|---|---|---|
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
Nov 01, 2023 Q3 2023 |
48,600
shares
|
$1.05 Million
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
48,338
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
47,717
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
47,202
shares
|
$1.02 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
46,782
shares
|
$1.01 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
46,405
shares
|
$998,171
0.0% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
46,319
shares
|
$996,321
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
46,049
shares
|
$990,513
0.0% of portfolio
|
Q1 2025
Added 71.74%
|
|
|
Illinois Municipal Retirement Fund
|
Apr 24, 2025 Q1 2025 |
45,512
shares
|
$978,963
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
45,143
shares
|
$971,025
0.0% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
45,036
shares
|
$968,724
0.02% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
44,734
shares
|
$962,228
0.0% of portfolio
|
Q1 2025
Added 9.87%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
44,567
shares
|
$958,636
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
43,492
shares
|
$935,512
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$914,175
0.0% of portfolio
|
Q3 2022
Added 119.16%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
42,329
shares
|
$910,496
0.18% of portfolio
|
Q1 2023
Reduced 42.47%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
42,130
shares
|
$906,216
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
May 02, 2025 Q1 2025 |
41,397
shares
|
$890,449
0.01% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
41,277
shares
|
$887,868
0.0% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Mainstay Capital Management LLC
|
Jul 24, 2025 Q2 2025 |
41,216
shares
|
$886,556
0.04% of portfolio
|
Q2 2025
Added 114.01%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
May 13, 2025 Q1 2025 |
40,707
shares
|
$875,607
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
39,983
shares
|
$860,034
0.11% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
39,290
shares
|
$845,127
0.02% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,984
shares
|
$838,545
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
38,525
shares
|
$828,672
0.0% of portfolio
|
Q1 2025
Reduced 11.62%
|