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 521 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 |
|---|---|---|---|---|---|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,463
shares
|
$366,373
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
17,402
shares
|
$365,093
0.01% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
17,333
shares
|
$363,646
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
17,333
shares
|
$363,646
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
17,313
shares
|
$363,226
0.12% of portfolio
|
Q2 2025
Added 25.4%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,313
shares
|
$363,226
0.08% of portfolio
|
Q1 2023
Added 22.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,159
shares
|
$359,995
0.01% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
17,105
shares
|
$358,862
0.0% of portfolio
|
Q1 2025
Added 31.53%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
17,074
shares
|
$358,212
0.0% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
16,850
shares
|
$353,513
0.02% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
16,798
shares
|
$352,422
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
16,782
shares
|
$352,086
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,665
shares
|
$349,631
0.2% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
16,601
shares
|
$348,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
16,415
shares
|
$344,386
0.02% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
16,358
shares
|
$343,190
0.01% of portfolio
|
Q1 2025
Reduced 83.99%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
16,324
shares
|
$342,477
0.04% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
16,300
shares
|
$341,974
0.06% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jul 22, 2025 Q2 2025 |
16,200
shares
|
$339,876
0.11% of portfolio
|
Q2 2025
Added 4.52%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
16,188
shares
|
$339,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
16,109
shares
|
$337,966
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Riverwood Capital Management Ltd.
|
Nov 14, 2024 Q3 2024 |
16,077
shares
|
$337,295
0.32% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
16,064
shares
|
$337,022
0.0% of portfolio
|
Q1 2025
Reduced 19.09%
|
|
|
Northwest Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
15,775
shares
|
$330,959
0.05% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
15,715
shares
|
$329,700
0.11% of portfolio
|
Q2 2025
Reduced 2.49%
|