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 864 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 $11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
21,853
shares
|
$458,475
0.0% of portfolio
|
Q1 2025
Reduced 26.37%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
21,700
shares
|
$455,266
0.1% of portfolio
|
Q1 2025
Added 2.84%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
21,700
shares
|
$455,266
0.0% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
21,631
shares
|
$453,818
0.02% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
21,611
shares
|
$453,398
0.12% of portfolio
|
Q1 2025
Added 9.36%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
21,493
shares
|
$450,923
0.02% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
21,230
shares
|
$445,405
0.13% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
20,835
shares
|
$437,118
0.02% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
20,708
shares
|
$434,453
0.02% of portfolio
|
Q2 2025
Reduced 90.97%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
20,524
shares
|
$430,593
0.08% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
20,118
shares
|
$422,075
0.09% of portfolio
|
Q2 2025
Added 6.62%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
20,074
shares
|
$421,152
0.01% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
19,259
shares
|
$404,053
0.03% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
19,255
shares
|
$403,969
0.02% of portfolio
|
Q1 2025
Reduced 34.15%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
18,992
shares
|
$398,452
0.0% of portfolio
|
Q2 2025
Added 34.49%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
18,915
shares
|
$396,836
0.04% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
18,646
shares
|
$391,193
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
18,490
shares
|
$387,920
0.13% of portfolio
|
Q3 2021
New holding
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
18,235
shares
|
$382,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
18,190
shares
|
$381,626
0.02% of portfolio
|
Q1 2025
Reduced 6.14%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,186
shares
|
$381,542
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
18,106
shares
|
$379,863
0.0% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
17,758
shares
|
$372,562
0.0% of portfolio
|
Q1 2025
Reduced 21.92%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
May 07, 2025 Q1 2025 |
17,713
shares
|
$371,618
0.19% of portfolio
|
Q1 2025
Added 25.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,545
shares
|
$368,094
0.01% of portfolio
|
Q2 2025
Added 17.29%
|