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 744 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 $7.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
294,975
shares
|
$4.38 Million
0.06% of portfolio
|
Q3 2024
Added 607.49%
|
|
|
Arizona State Retirement System
|
Nov 12, 2024 Q3 2024 |
289,198
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
282,788
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2024
Added 66.12%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
280,464
shares
|
$4.16 Million
0.06% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
273,905
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2024
Added 5.15%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2024 Q3 2024 |
273,526
shares
|
$4.06 Million
0.0% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
271,486
shares
|
$4.03 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
267,956
shares
|
$3.98 Million
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2024 Q3 2024 |
266,631
shares
|
$3.96 Million
0.01% of portfolio
|
Q3 2024
Added 13.16%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
257,808
shares
|
$3.83 Million
1.08% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
256,078
shares
|
$3.8 Million
0.02% of portfolio
|
Q3 2024
Added 348.49%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
254,639
shares
|
$3.78 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
254,306
shares
|
$3.77 Million
5.52% of portfolio
|
Q2 2023
Added 11.38%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
251,246
shares
|
$3.73 Million
0.03% of portfolio
|
Q3 2024
Added 98.23%
|
|
|
Prentice Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
250,117
shares
|
$3.71 Million
4.36% of portfolio
|
Q3 2024
Added 66.61%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
247,151
shares
|
$3.67 Million
0.03% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
244,446
shares
|
$3.63 Million
0.52% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Y Intercept (Hong Kong) LTD
|
Nov 15, 2024 Q3 2024 |
243,598
shares
|
$3.61 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
242,350
shares
|
$3.6 Million
0.33% of portfolio
|
Q2 2022
New holding
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
240,735
shares
|
$3.57 Million
0.04% of portfolio
|
Q3 2024
Added 41.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
239,094
shares
|
$3.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.37%
|
|
|
Imc Chicago, LLC
|
Oct 25, 2024 Q3 2024 |
234,082
shares
|
$3.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 65.96%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Nov 13, 2024 Q3 2024 |
233,922
shares
|
$3.47 Million
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 14, 2024 Q3 2024 |
233,421
shares
|
$3.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 41.84%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
230,827
shares
|
$3.43 Million
0.01% of portfolio
|
Q3 2024
Added 3.56%
|