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 |
|---|---|---|---|---|---|
|
Handelsbanken Fonder Ab
|
Apr 15, 2025 Q1 2025 |
245,100
shares
|
$5.41 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
242,154
shares
|
$5.35 Million
0.04% of portfolio
|
Q1 2025
Reduced 33.74%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
229,303
shares
|
$5.07 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
229,008
shares
|
$5.06 Million
1.37% of portfolio
|
Q1 2025
Added 14.32%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
May 06, 2025 Q1 2025 |
209,100
shares
|
$4.62 Million
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
205,302
shares
|
$4.54 Million
0.01% of portfolio
|
Q1 2025
Added 18.68%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
203,504
shares
|
$4.5 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
May 15, 2025 Q1 2025 |
201,453
shares
|
$4.45 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
201,085
shares
|
$4.44 Million
0.49% of portfolio
|
Q2 2025
Added 33.09%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
200,276
shares
|
$4.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.5%
|
|
|
Prentice Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
199,581
shares
|
$4.41 Million
3.79% of portfolio
|
Q4 2024
Reduced 20.2%
|
|
|
Qsemble Capital Management, LP
New York, NY |
May 12, 2025 Q1 2025 |
197,124
shares
|
$4.35 Million
0.24% of portfolio
|
Q1 2025
Added 870.34%
|
|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
195,727
shares
|
$4.32 Million
0.03% of portfolio
|
Q1 2025
Reduced 77.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
195,360
shares
|
$4.32 Million
0.01% of portfolio
|
Q1 2025
Added 19.12%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
192,811
shares
|
$4.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 32.69%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
191,913
shares
|
$4.24 Million
0.26% of portfolio
|
Q2 2025
Added 97.96%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
191,300
shares
|
$4.23 Million
0.58% of portfolio
|
Q1 2025
Added 945.36%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Jun 18, 2025 Q1 2025 |
184,665
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
184,483
shares
|
$4.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.83%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
183,190
shares
|
$4.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
May 20, 2025 Q1 2025 |
180,798
shares
|
$3.99 Million
0.02% of portfolio
|
Q1 2025
Added 12.48%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
May 15, 2025 Q1 2025 |
175,300
shares
|
$3.87 Million
0.02% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
173,739
shares
|
$3.84 Million
0.05% of portfolio
|
Q1 2025
Added 86.85%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
171,398
shares
|
$3.79 Million
0.06% of portfolio
|
Q1 2025
Added 308.76%
|
|
|
Bridgeway Capital Management, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
170,800
shares
|
$3.77 Million
0.05% of portfolio
|
Q1 2025
New holding
|