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 |
|---|---|---|---|---|---|
|
Mark Asset Management LP
New York, NY |
May 15, 2025 Q1 2025 |
170,000
shares
|
$3.76 Million
0.21% of portfolio
|
Q1 2025
Reduced 67.34%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
167,370
shares
|
$3.7 Million
0.01% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
167,210
shares
|
$3.69 Million
0.0% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
163,170
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Added 10.66%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
161,825
shares
|
$3.57 Million
2.48% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
161,323
shares
|
$3.56 Million
0.0% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
160,000
shares
|
$3.53 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
156,465
shares
|
$3.46 Million
0.01% of portfolio
|
Q1 2025
Added 16.01%
|
|
|
Sullivan Wood Capital Management LLC
Washington, DC |
Jul 21, 2025 Q2 2025 |
153,695
shares
|
$3.4 Million
5.83% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
151,800
shares
|
$3.35 Million
0.01% of portfolio
|
Q1 2025
Added 22.08%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
150,543
shares
|
$3.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
148,461
shares
|
$3.28 Million
0.87% of portfolio
|
Q1 2025
Added 66.87%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
147,955
shares
|
$3.27 Million
0.01% of portfolio
|
Q1 2025
Added 44.54%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
146,579
shares
|
$3.24 Million
0.07% of portfolio
|
Q1 2025
Added 44.16%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
141,700
shares
|
$3.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Cmg Global Holdings, LLC
|
Apr 25, 2025 Q1 2025 |
140,389
shares
|
$3.1 Million
1.09% of portfolio
|
Q1 2025
Added 77.83%
|
|
|
Belmont Capital, LLC
|
May 15, 2025 Q1 2025 |
140,000
shares
|
$3.09 Million
0.3% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Lm Advisors LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
139,627
shares
|
$3.08 Million
0.29% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Brendel Financial Advisors LLC
|
Jul 11, 2025 Q2 2025 |
139,110
shares
|
$3.07 Million
1.42% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
137,510
shares
|
$3.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 27.72%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
135,089
shares
|
$2.98 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
131,729
shares
|
$2.91 Million
0.02% of portfolio
|
Q1 2025
Reduced 24.24%
|
|
|
Axq Capital, LP
Jersey City, NJ |
May 13, 2025 Q1 2025 |
130,434
shares
|
$2.88 Million
0.61% of portfolio
|
Q1 2025
Added 340.02%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
130,023
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Virginia Retirement Systems Et Al
Richmond, VA |
Jul 16, 2025 Q1 2025 |
127,895
shares
|
$2.83 Million
0.01% of portfolio
|
Q1 2025
Added 931.41%
|