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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
531,363
shares
|
$14.8 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
521,640
shares
|
$14.5 Million
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Nov 14, 2025 Q3 2025 |
518,915
shares
|
$14.4 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
Treasurer Of The State Of North Carolina
|
Nov 13, 2025 Q3 2025 |
509,214
shares
|
$14.2 Million
0.04% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 12, 2025 Q3 2025 |
508,202
shares
|
$14.1 Million
0.07% of portfolio
|
Q3 2025
Added 1458.9%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Nov 12, 2025 Q3 2025 |
501,710
shares
|
$14 Million
0.12% of portfolio
|
Q3 2025
Added 23.98%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2025 Q3 2025 |
480,458
shares
|
$13.4 Million
0.6% of portfolio
|
Q3 2025
Added 19.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
477,880
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.86%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
465,942
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
462,572
shares
|
$12.9 Million
0.02% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Oct 28, 2025 Q3 2025 |
460,402
shares
|
$12.8 Million
1.31% of portfolio
|
Q3 2025
Reduced 11.59%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
458,703
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
454,253
shares
|
$12.6 Million
0.06% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
447,143
shares
|
$12.4 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
433,174
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 58.92%
|
|
|
Weiss Asset Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
432,854
shares
|
$12 Million
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
430,971
shares
|
$12 Million
0.01% of portfolio
|
Q3 2025
Added 164.11%
|
|
|
Asset Management One Co., Ltd.
|
Oct 22, 2025 Q3 2025 |
422,275
shares
|
$11.7 Million
0.03% of portfolio
|
Q3 2025
Added 5549.92%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Oct 23, 2025 Q3 2025 |
421,900
shares
|
$11.7 Million
0.05% of portfolio
|
Q3 2025
Added 94.96%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
408,997
shares
|
$11.4 Million
0.09% of portfolio
|
Q3 2022
Added 103.4%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
407,910
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
404,155
shares
|
$11.2 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Janus Henderson Group PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
402,412
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 61.68%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
402,400
shares
|
$11.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
Oct 30, 2025 Q3 2025 |
392,778
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2025
Added 11.82%
|
|