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 739 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $6.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
17,432
shares
|
$237,598
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
17,424
shares
|
$237,489
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,313
shares
|
$235,976
0.08% of portfolio
|
Q1 2023
Added 22.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
17,183
shares
|
$234,204
0.02% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
17,157
shares
|
$233,849
0.0% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 04, 2024 Q3 2024 |
17,116
shares
|
$233,291
0.07% of portfolio
|
Q3 2024
Added 53.98%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
17,075
shares
|
$232,732
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Alpha Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
17,000
shares
|
$231,710
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,845
shares
|
$229,597
0.08% of portfolio
|
Q3 2024
Reduced 10.75%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
16,479
shares
|
$224,608
0.0% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Oct 16, 2024 Q3 2024 |
16,478
shares
|
$224,595
0.01% of portfolio
|
Q3 2024
Added 58.72%
|
|
|
Albion Financial Group
|
Oct 09, 2024 Q3 2024 |
16,415
shares
|
$223,736
0.01% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
16,324
shares
|
$222,496
0.0% of portfolio
|
Q3 2024
Reduced 63.5%
|
|
|
Truefg, LLC
Cedar Park, TX |
Oct 18, 2024 Q3 2024 |
16,300
shares
|
$222,169
0.04% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
16,202
shares
|
$220,833
0.02% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
16,120
shares
|
$219,715
0.01% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Riverwood Capital Management Ltd.
|
Nov 14, 2024 Q3 2024 |
16,077
shares
|
$219,129
0.32% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
15,825
shares
|
$215,694
0.03% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
15,788
shares
|
$215,190
0.04% of portfolio
|
Q4 2023
Reduced 0.21%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,336
shares
|
$209,029
0.08% of portfolio
|
Q2 2024
Added 33.61%
|
|
|
Northwest Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
15,306
shares
|
$208,620
0.03% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
15,247
shares
|
$207,816
0.03% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
15,187
shares
|
$206,998
0.0% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
15,110
shares
|
$205,949
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
15,000
shares
|
$204,450
0.01% of portfolio
|
Q3 2024
Added 42.86%
|