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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
141,087
shares
|
$1.92 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.67%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
139,143
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
138,000
shares
|
$1.88 Million
0.16% of portfolio
|
Q3 2024
Added 119.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
135,063
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 26.1%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
134,370
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
132,505
shares
|
$1.81 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Victory Capital Management Inc
|
Nov 05, 2024 Q3 2024 |
128,661
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,930
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.76%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 08, 2024 Q3 2024 |
121,880
shares
|
$1.66 Million
0.25% of portfolio
|
Q3 2023
Added 0.05%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,196
shares
|
$1.64 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
119,877
shares
|
$1.63 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2024 Q3 2024 |
118,279
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 21, 2024 Q3 2024 |
118,000
shares
|
$1.61 Million
0.43% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
117,000
shares
|
$1.59 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
116,828
shares
|
$1.59 Million
0.08% of portfolio
|
Q2 2024
Added 188.98%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
115,262
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Pegasus Asset Management, Inc.
|
Oct 21, 2024 Q3 2024 |
112,951
shares
|
$1.54 Million
0.27% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Entropy Technologies, LP
New York, NY |
Nov 04, 2024 Q3 2024 |
110,600
shares
|
$1.51 Million
0.09% of portfolio
|
Q3 2024
Added 51.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
108,943
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Reduced 14.31%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
108,179
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
105,335
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2023
Reduced 67.75%
|
|
|
Sg Americas Securities, LLC
|
Oct 03, 2024 Q3 2024 |
105,236
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 70.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
104,881
shares
|
$1.43 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
104,203
shares
|
$1.42 Million
0.02% of portfolio
|
Q3 2024
Added 16.54%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
104,129
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 20.21%
|