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 522 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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
500
shares
|
$10,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$10,755
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$10,755
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
500
shares
|
$10,755
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
499
shares
|
$10,733
0.0% of portfolio
|
Q1 2025
Added 5.72%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
486
shares
|
$10,453
0.0% of portfolio
|
Q2 2025
Added 58.82%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
476
shares
|
$10,238
0.0% of portfolio
|
Q2 2025
Reduced 31.61%
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
442
shares
|
$9,507
0.0% of portfolio
|
Q1 2025
Added 18.5%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
436
shares
|
$9,378
0.0% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
435
shares
|
$9,356
0.0% of portfolio
|
Q2 2025
Added 480.0%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
400
shares
|
$8,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
397
shares
|
$8,539
0.0% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
392
shares
|
$8,431
0.0% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
380
shares
|
$8,173
0.0% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
350
shares
|
$7,528
0.0% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Apr 24, 2025 Q1 2025 |
338
shares
|
$7,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
338
shares
|
$7,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
336
shares
|
$7,227
0.0% of portfolio
|
Q2 2025
Added 52.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
335
shares
|
$7,205
0.0% of portfolio
|
Q2 2025
Added 59.52%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
328
shares
|
$7,055
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
318
shares
|
$6,840
0.0% of portfolio
|
Q1 2025
Reduced 96.73%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
300
shares
|
$6,453
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
300
shares
|
$6,453
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
300
shares
|
$6,453
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$6,453
0.0% of portfolio
|
Q2 2023
New holding
|