Purchases and Sales Made in Q1 2025 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q1 2025. The information is specifically focused on institutions that hold shares of SoFi Technologies, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-45.8K- 35.25% |
$512K - $825K
|
84.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-52.7K- 27.72% |
$590K - $951K
|
138K
$2.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-57.5K- 63.68% |
$643K - $1.04M
|
32.8K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-57.5K- 42.93% |
$643K - $1.04M
|
76.4K
$1.21M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-59.7K- 46.12% |
$667K - $1.08M
|
69.7K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-60.2K- 16.83% |
$673K - $1.09M
|
298K
$4.72M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64.3K- 1.06% |
$719K - $1.16M
|
5.99M
$94.9M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
- |
-67.6K- 8.21% |
$755K - $1.22M
|
755K
$12M
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-75.1K- 2.23% |
$839K - $1.35M
|
3.29M
$52.2M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-85.8K- 83.99% |
$960K - $1.55M
|
16.4K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-88K- 91.4% |
$984K - $1.59M
|
8.28K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-93.7K- 32.69% |
$1.05M - $1.69M
|
193K
$3.06M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-96.4K- 32.14% |
$1.08M - $1.74M
|
204K
$3.23M
|
|
|
May 15, 2025
Q1 2025
|
Belmont Capital, LLC
|
SELL
|
- |
-102K- 42.23% |
$1.14M - $1.85M
|
140K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-110K- 59.39% |
$1.23M - $1.99M
|
75.4K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-123K- 33.74% |
$1.38M - $2.22M
|
242K
$3.84M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-136K- 3.83% |
$1.52M - $2.46M
|
3.43M
$54.3M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-161K- 73.46% |
$1.8M - $2.91M
|
58.3K
$924K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-173K- 58.3% |
$1.93M - $3.11M
|
124K
$1.96M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-214K- 98.4% |
$2.39M - $3.85M
|
3.47K
$55K
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-220K- 17.57% |
$2.46M - $3.96M
|
1.03M
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
SELL
|
- |
-242K- 22.34% |
$2.7M - $4.36M
|
841K
$13.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-245K- 36.49% |
$2.74M - $4.41M
|
426K
$6.75M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-254K- 13.64% |
$2.84M - $4.58M
|
1.61M
$25.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-320K- 34.06% |
$3.58M - $5.77M
|
620K
$9.83M
|
|
|
May 15, 2025
Q1 2025
|
Mark Asset Management LP
New York, NY |
SELL
|
- |
-351K- 67.34% |
$3.92M - $6.32M
|
170K
$2.69M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-497K- 35.3% |
$5.56M - $8.97M
|
911K
$14.4M
|
|
|
May 13, 2025
Q1 2025
|
Berkshire Capital Holdings Inc
San Jose, CA |
SELL
|
- |
-621K- 100.0% |
$6.94M - $11.2M
|
10
$159
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-637K- 88.8% |
$7.12M - $11.5M
|
80.3K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-648K- 42.71% |
$7.25M - $11.7M
|
870K
$13.8M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-662K- 77.18% |
$7.4M - $11.9M
|
196K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-717K- 16.86% |
$8.01M - $12.9M
|
3.53M
$56M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-939K- 77.73% |
$10.5M - $16.9M
|
269K
$4.26M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-1.04M- 44.48% |
$11.6M - $18.7M
|
1.29M
$20.5M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.12M- 40.96% |
$12.5M - $20.2M
|
1.61M
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.12M- 18.8% |
$12.6M - $20.3M
|
4.86M
$77M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.2M- 16.82% |
$13.5M - $21.7M
|
5.95M
$94.4M
|
|
|
May 15, 2025
Q1 2025
|
Azora Capital LP
Miami, FL |
SELL
|
- |
-2.17M- 49.03% |
$24.2M - $39.1M
|
2.25M
$35.7M
|
|
|
May 15, 2025
Q1 2025
|
Amundi
Paris, I0 |
SELL
|
- |
-2.7M- 99.82% |
$30.2M - $48.7M
|
4.81K
$76.3K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-2.96M- 82.12% |
$33M - $53.3M
|
644K
$10.2M
|
|
|
May 16, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.69M- 62.46% |
$41.3M - $66.6M
|
2.22M
$35.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-5.11M- 66.03% |
$57.1M - $92.1M
|
2.63M
$41.6M
|
|
|
May 07, 2025
Q1 2025
|
Nikko Asset Management Americas, Inc.
|
SELL
|
- |
-5.11M- 66.03% |
$57.1M - $92.1M
|
2.63M
$41.6M
|
|
|
May 13, 2025
Q1 2025
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-5.25M- 36.72% |
$58.7M - $94.7M
|
9.06M
$144M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.37M- 40.12% |
$71.2M - $115M
|
9.5M
$151M
|
|
|
May 07, 2025
Q1 2025
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
SELL
|
- |
-7.37M- 78.44% |
$82.4M - $133M
|
2.02M
$32.1M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-10M- 51.56% |
$112M - $181M
|
9.44M
$150M
|