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 739 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $6.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
740,590
shares
|
$10.1 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
727,113
shares
|
$9.91 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
705,371
shares
|
$9.61 Million
0.01% of portfolio
|
Q3 2024
Added 24.45%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
705,007
shares
|
$9.61 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
669,432
shares
|
$9.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
634,461
shares
|
$8.65 Million
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
623,925
shares
|
$8.5 Million
0.03% of portfolio
|
Q3 2024
Added 587.82%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Nov 08, 2024 Q3 2024 |
606,539
shares
|
$8.27 Million
0.01% of portfolio
|
Q2 2024
Added 22.2%
|
|
|
New York State Common Retirement Fund
|
Oct 28, 2024 Q3 2024 |
568,987
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 18.0%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
548,435
shares
|
$7.48 Million
0.05% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
542,394
shares
|
$7.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.2%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
531,363
shares
|
$7.24 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
525,151
shares
|
$7.16 Million
0.23% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Oct 09, 2024 Q3 2024 |
503,752
shares
|
$6.87 Million
0.8% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
494,441
shares
|
$6.74 Million
0.01% of portfolio
|
Q3 2024
Added 329.25%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
489,399
shares
|
$6.67 Million
0.01% of portfolio
|
Q3 2024
Added 23.05%
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
479,495
shares
|
$6.54 Million
0.0% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
479,180
shares
|
$6.53 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 15, 2024 Q3 2024 |
462,485
shares
|
$6.3 Million
0.0% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 14, 2024 Q3 2024 |
450,217
shares
|
$6.14 Million
0.01% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Segall Bryant & Hamill, LLC
Chicago, IL |
Nov 08, 2024 Q3 2024 |
449,135
shares
|
$6.12 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.93%
|
|
|
Anderson Hoagland & CO
|
Oct 07, 2024 Q3 2024 |
445,977
shares
|
$6.08 Million
0.36% of portfolio
|
Q1 2024
Added 11.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
445,108
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
442,044
shares
|
$6.03 Million
2.05% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2024 Q3 2024 |
429,000
shares
|
$5.85 Million
0.36% of portfolio
|
Q3 2024
Added 1000.0%
|