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 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
43.8K+ 223.07% |
$490K - $790K
|
63.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.6K+ 52.94% |
$487K - $786K
|
126K
$1.99M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
42.6K+ 247.8% |
$476K - $768K
|
59.8K
$947K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
42.2K+ 4.08% |
$472K - $761K
|
1.08M
$17.1M
|
|
|
May 08, 2025
Q1 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
42.1KNew |
$471K - $760K
|
42.1K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
BUY
|
- |
41.7KNew |
$466K - $752K
|
41.7K
$661K
|
|
|
May 13, 2025
Q1 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
40.7KNew |
$455K - $734K
|
40.7K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
39.8K+ 75.68% |
$445K - $717K
|
92.3K
$1.46M
|
|
|
May 14, 2025
Q1 2025
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
38.1K+ 4.24% |
$426K - $687K
|
937K
$14.8M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
37.7K+ 1085.47% |
$421K - $679K
|
41.1K
$652K
|
|
|
May 15, 2025
Q1 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
36.6KNew |
$409K - $660K
|
36.6K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
36.6K+ 70.31% |
$409K - $660K
|
88.6K
$1.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
36.5K+ 144.65% |
$408K - $658K
|
61.7K
$978K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
36.3K+ 38.69% |
$406K - $654K
|
130K
$2.06M
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
36.1K+ 5.36% |
$403K - $651K
|
709K
$11.2M
|
|
|
May 13, 2025
Q1 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
35.4K+ 89.94% |
$396K - $639K
|
74.8K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
34KNew |
$381K - $614K
|
34K
$540K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
33.9K+ 27.69% |
$379K - $611K
|
156K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
33.2KNew |
$371K - $598K
|
33.2K
$526K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
32.3K+ 18.68% |
$361K - $583K
|
205K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Keystone Financial Services, LLC
Omaha, NE |
BUY
|
- |
32K+ 179.47% |
$358K - $578K
|
49.9K
$791K
|
|
|
May 15, 2025
Q1 2025
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
31.8K+ 1.83% |
$356K - $574K
|
1.77M
$28M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
31.4K+ 19.12% |
$351K - $565K
|
195K
$3.1M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
31K+ 49.92% |
$346K - $558K
|
93K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
30KNew |
$335K - $540K
|
30K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29K+ 10.0% |
$325K - $523K
|
319K
$5.06M
|
|
|
Apr 10, 2025
Q1 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 14.32% |
$321K - $517K
|
229K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
27.9KNew |
$312K - $504K
|
27.9K
$443K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
27.5K+ 22.08% |
$307K - $495K
|
152K
$2.41M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
27.2KNew |
$304K - $490K
|
27.2K
$431K
|
|
|
Apr 10, 2025
Q1 2025
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
26.2KNew |
$293K - $472K
|
26.2K
$415K
|
|
|
Apr 10, 2025
Q1 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
25.6KNew |
$286K - $461K
|
25.6K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
25.1KNew |
$281K - $453K
|
25.1K
$398K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
24.8KNew |
$277K - $447K
|
24.8K
$393K
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
24.7K+ 17.34% |
$276K - $446K
|
167K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
California State Teachers Retirement System
West Sacramento, CA |
BUY
|
- |
24.5K+ 2.58% |
$274K - $442K
|
975K
$15.5M
|
|
|
May 09, 2025
Q1 2025
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
24.1KNew |
$270K - $435K
|
24.1K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
23.9KNew |
$268K - $432K
|
23.9K
$379K
|
|
|
May 15, 2025
Q1 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
23.9K+ 5.14% |
$267K - $431K
|
489K
$7.75M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.3KNew |
$249K - $402K
|
22.3K
$353K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
22.2K+ 17.64% |
$248K - $400K
|
148K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
22.1KNew |
$247K - $399K
|
22.1K
$351K
|
|
|
May 13, 2025
Q1 2025
|
Versor Investments LP
|
BUY
|
- |
21.9KNew |
$245K - $395K
|
21.9K
$347K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
21.6K+ 16.01% |
$241K - $389K
|
156K
$2.48M
|
|
|
May 20, 2025
Q1 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
20.1K+ 12.48% |
$224K - $362K
|
181K
$2.87M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
19.4KNew |
$216K - $349K
|
19.4K
$307K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
19.2K+ 71.74% |
$215K - $347K
|
46K
$730K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.8K+ 110.6% |
$211K - $340K
|
35.9K
$568K
|
|
|
Apr 30, 2025
Q1 2025
|
Highview Capital Management LLC
|
BUY
|
- |
18.8K+ 25.13% |
$210K - $339K
|
93.6K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
18.2KNew |
$204K - $329K
|
18.2K
$289K
|