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 |
|---|---|---|---|---|---|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
14,991
shares
|
$204,327
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
14,963
shares
|
$203,945
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
14,829
shares
|
$202,119
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Elkhorn Partners Limited Partnership
Omaha, NE |
Nov 13, 2024 Q3 2024 |
14,800
shares
|
$201,724
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
14,782
shares
|
$201,478
0.0% of portfolio
|
Q3 2024
Added 45.06%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
14,582
shares
|
$198,752
0.01% of portfolio
|
Q4 2023
Reduced 4.89%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,276
shares
|
$194,581
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
14,176
shares
|
$193,218
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Oct 25, 2024 Q3 2024 |
14,117
shares
|
$192,414
0.0% of portfolio
|
Q3 2024
Reduced 49.62%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
14,061
shares
|
$191,651
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
14,034
shares
|
$191,283
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
14,000
shares
|
$190,820
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
13,931
shares
|
$189,879
0.04% of portfolio
|
Q2 2024
Added 7.77%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
13,882
shares
|
$189,211
0.04% of portfolio
|
Q3 2024
Reduced 38.02%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
13,872
shares
|
$189,075
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
13,775
shares
|
$187,753
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
13,760
shares
|
$187,548
0.06% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
13,606
shares
|
$185,449
0.0% of portfolio
|
Q3 2024
Added 67.93%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,250
shares
|
$180,597
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
13,212
shares
|
$180,079
0.0% of portfolio
|
Q3 2024
Reduced 7.04%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
13,182
shares
|
$179,670
0.0% of portfolio
|
Q3 2024
Reduced 6.66%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,150
shares
|
$179,234
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,000
shares
|
$177,190
0.0% of portfolio
|
Q4 2021
Reduced 0.57%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
12,622
shares
|
$172,037
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
12,612
shares
|
$171,901
0.02% of portfolio
|
Q3 2024
New holding
|