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 865 institutions that hold shares in the stock, with a total of 520 Million shares, which have been reported (via 13F filing form) to have a value of $11.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
40
shares
|
$846
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
39
shares
|
$825
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
37
shares
|
$782
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
37
shares
|
$782
0.0% of portfolio
|
Q1 2025
Reduced 91.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
36
shares
|
$761
0.0% of portfolio
|
Q4 2024
Reduced 99.48%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
36
shares
|
$761
0.0% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
34
shares
|
$719
0.0% of portfolio
|
Q1 2025
Added 25.93%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
27
shares
|
$571
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Jul 18, 2025 Q2 2025 |
26
shares
|
$550
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
25
shares
|
$529
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
25
shares
|
$529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
25
shares
|
$529
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eukles Asset Management
|
Apr 29, 2025 Q1 2025 |
20
shares
|
$423
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
20
shares
|
$423
0.0% of portfolio
|
Q1 2024
Reduced 92.13%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
20
shares
|
$423
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
19
shares
|
$402
0.0% of portfolio
|
Q3 2024
Added 58.33%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
18
shares
|
$380
0.0% of portfolio
|
Q1 2025
Reduced 53.85%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
16
shares
|
$338
0.0% of portfolio
|
Q1 2025
Added 166.67%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
16
shares
|
$338
0.0% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
12
shares
|
$253
0.0% of portfolio
|
Q1 2025
Added 500.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
10
shares
|
$211
0.0% of portfolio
|
Q1 2025
Reduced 98.0%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
May 13, 2025 Q1 2025 |
10
shares
|
$211
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
9
shares
|
$190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
7
shares
|
$148
0.0% of portfolio
|
Q2 2024
Reduced 83.33%
|