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 838 institutions that hold shares in the stock, with a total of 523 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,500
shares
|
$88,875
0.01% of portfolio
|
Q4 2024
Added 7.14%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
7,500
shares
|
$88,875
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
7,438
shares
|
$88,140
0.01% of portfolio
|
Q4 2024
Reduced 16.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
6,000
shares
|
$71,100
0.07% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
5,746
shares
|
$68,090
0.01% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
5,634
shares
|
$66,762
0.02% of portfolio
|
Q4 2024
Added 33.07%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
5,607
shares
|
$66,442
0.0% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
5,456
shares
|
$64,653
0.01% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,380
shares
|
$63,753
0.01% of portfolio
|
Q2 2022
Added 75.13%
|
|
|
City State Bank
Norwalk, IA |
Apr 11, 2025 Q1 2025 |
5,250
shares
|
$62,212
0.02% of portfolio
|
Q1 2025
Added 2000.0%
|
|
|
Asset Management One Co., Ltd.
|
Jan 30, 2025 Q4 2024 |
5,234
shares
|
$62,022
0.0% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
5,166
shares
|
$61,217
0.0% of portfolio
|
Q1 2024
Reduced 67.54%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
5,059
shares
|
$59,949
0.01% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
4,929
shares
|
$58,408
0.0% of portfolio
|
Q4 2024
Reduced 44.34%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
4,885
shares
|
$57,887
0.02% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
4,439
shares
|
$52,602
0.01% of portfolio
|
Q2 2024
Added 12.69%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
4,400
shares
|
$52,140
0.0% of portfolio
|
Q4 2024
Added 33.33%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Feb 14, 2025 Q4 2024 |
4,000
shares
|
$47,400
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
3,900
shares
|
$46,215
0.04% of portfolio
|
Q1 2024
Added 17.95%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
3,608
shares
|
$42,754
0.02% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
3,469
shares
|
$41,107
0.0% of portfolio
|
Q4 2024
Reduced 15.02%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
3,411
shares
|
$40,420
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
3,300
shares
|
$39,105
0.01% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
3,286
shares
|
$38,939
0.0% of portfolio
|
Q4 2024
Reduced 9.68%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
3,244
shares
|
$38,441
0.04% of portfolio
|
Q4 2024
Added 116.27%
|