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 1,082 institutions that hold shares in the stock, with a total of 621 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
39
shares
|
$1,084
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
39
shares
|
$1,084
0.0% of portfolio
|
Q2 2025
Reduced 45.07%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
36
shares
|
$1,001
0.0% of portfolio
|
Q1 2025
Reduced 73.53%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
35
shares
|
$973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
34
shares
|
$945
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Oct 15, 2025 Q3 2025 |
29
shares
|
$806
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
27
shares
|
$751
0.0% of portfolio
|
Q3 2025
Reduced 95.27%
|
|
|
Brown Shipley& CO LTD
London, X0 |
Oct 20, 2025 Q3 2025 |
26
shares
|
$723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
25
shares
|
$695
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
24
shares
|
$667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
23
shares
|
$639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
23
shares
|
$639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
23
shares
|
$639
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Eukles Asset Management
|
Nov 05, 2025 Q3 2025 |
21
shares
|
$584
0.0% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
21
shares
|
$584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
20
shares
|
$556
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
17
shares
|
$472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
16
shares
|
$445
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
16
shares
|
$445
0.0% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
14
shares
|
$389
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
14
shares
|
$389
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13
shares
|
$361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
11
shares
|
$306
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Nov 14, 2025 Q3 2025 |
10
shares
|
$278
0.0% of portfolio
|
Q1 2025
Reduced 100.0%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Nov 04, 2025 Q3 2025 |
5
shares
|
$139
0.0% of portfolio
|
Q1 2025
Reduced 91.53%
|
|