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 903 institutions that hold shares in the stock, with a total of 583 Million shares, which have been reported (via 13F filing form) to have a value of $15.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
18,522
shares
|
$502,687
0.02% of portfolio
|
Q2 2025
Added 66.01%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
18,490
shares
|
$501,818
0.18% of portfolio
|
Q3 2021
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
18,316
shares
|
$497,096
0.01% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,186
shares
|
$493,568
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Traynor Capital Management, Inc.
|
Aug 07, 2025 Q2 2025 |
17,886
shares
|
$485,426
0.02% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Cannon Global Investment Management, LLC
|
Jul 29, 2025 Q2 2025 |
17,746
shares
|
$481,626
0.77% of portfolio
|
Q2 2025
Reduced 40.85%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
17,667
shares
|
$479,482
0.02% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
17,545
shares
|
$476,171
0.01% of portfolio
|
Q2 2025
Added 17.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
17,476
shares
|
$474,298
0.06% of portfolio
|
Q2 2025
Reduced 20.78%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,463
shares
|
$473,945
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
17,402
shares
|
$472,290
0.01% of portfolio
|
Q2 2025
Added 30.24%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
17,374
shares
|
$471,530
0.01% of portfolio
|
Q2 2025
Added 17.61%
|
|
|
Cache Tech Inc.
Logan, UT |
Sep 25, 2025 Q2 2025 |
17,333
shares
|
$470,417
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
Sep 25, 2025 Q2 2025 |
17,333
shares
|
$470,417
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
17,313
shares
|
$469,874
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
|
$469,874
0.08% of portfolio
|
Q1 2023
Added 22.24%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
17,159
shares
|
$465,695
0.01% of portfolio
|
Q2 2025
Reduced 42.72%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
17,159
shares
|
$465,695
0.01% of portfolio
|
Q2 2025
Reduced 20.1%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
16,864
shares
|
$457,688
0.04% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
16,850
shares
|
$457,309
0.03% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
16,782
shares
|
$455,463
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
16,780
shares
|
$455,409
0.11% of portfolio
|
Q2 2025
Added 49.49%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
16,709
shares
|
$453,482
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Grove Partners LP
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
16,699
shares
|
$453,210
0.0% of portfolio
|
Q2 2025
Reduced 33.49%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,665
shares
|
$452,288
0.2% of portfolio
|
Q1 2025
Added 8.67%
|