Purchases and Sales Made in Q2 2025 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.8K- 16.01% |
$55.1K - $106K
|
30.4K
$720K
|
|
|
Jul 29, 2025
Q2 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-5.8K- 17.92% |
$55.1K - $106K
|
26.6K
$628K
|
|
|
Aug 14, 2025
Q2 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.4K- 20.24% |
$60.8K - $117K
|
25.2K
$597K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-6.6K- 10.17% |
$62.7K - $120K
|
58.3K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Freestone Grove Partners LP
San Francisco, CA |
SELL
|
- |
-8.41K- 33.49% |
$79.9K - $153K
|
16.7K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.42K- 3.17% |
$80K - $153K
|
258K
$6.09M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-8.75K- 26.68% |
$83.1K - $159K
|
24K
$568K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.16K- 4.96% |
$87K - $167K
|
175K
$4.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Axq Capital, LP
Jersey City, NJ |
SELL
|
- |
-9.68K- 7.42% |
$92K - $176K
|
121K
$2.86M
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-9.79K- 12.43% |
$93K - $178K
|
68.9K
$1.63M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-10.1K- 12.93% |
$95.8K - $184K
|
67.9K
$1.61M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11.5K- 7.56% |
$109K - $209K
|
140K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-11.5K- 3.49% |
$109K - $210K
|
319K
$7.53M
|
|
|
Aug 12, 2025
Q2 2025
|
Contrarius Group Holdings LTD
Hamilton, D0 |
SELL
|
- |
-11.7K- 1.94% |
$111K - $213K
|
590K
$13.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
SELL
|
- |
-11.8K- 47.82% |
$113K - $216K
|
12.9K
$306K
|
|
|
Jul 29, 2025
Q2 2025
|
Cannon Global Investment Management, LLC
|
SELL
|
- |
-12.3K- 40.85% |
$116K - $223K
|
17.7K
$420K
|
|
|
Aug 14, 2025
Q2 2025
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-12.8K- 42.72% |
$122K - $233K
|
17.2K
$406K
|
|
|
Aug 12, 2025
Q2 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-12.9K- 2.8% |
$122K - $234K
|
446K
$10.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-12.9K- 47.33% |
$122K - $235K
|
14.3K
$339K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-13.2K- 15.8% |
$125K - $240K
|
70.2K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-13.6K- 34.77% |
$129K - $247K
|
25.4K
$601K
|
|
|
Aug 08, 2025
Q2 2025
|
Kbc Group Nv
|
SELL
|
- |
-16.1K- 36.04% |
$153K - $294K
|
28.6K
$677K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-17.1K- 9.82% |
$162K - $311K
|
157K
$3.71M
|
|
|
Jul 14, 2025
Q2 2025
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
SELL
|
- |
-17.2K- 32.02% |
$163K - $313K
|
36.5K
$864K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-18.7K- 2.63% |
$177K - $340K
|
690K
$16.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-18.8K- 10.2% |
$179K - $343K
|
166K
$3.92M
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
SELL
|
- |
-20.6K- 95.23% |
$196K - $375K
|
1.03K
$24.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
SELL
|
- |
-21.2K- 16.58% |
$201K - $386K
|
107K
$2.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-23.9K- 18.15% |
$227K - $435K
|
108K
$2.55M
|
|
|
Aug 07, 2025
Q2 2025
|
Grange Capital, LLC
Beaverton, OR |
SELL
|
- |
-25K- 29.73% |
$237K - $455K
|
59.1K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-27.6K- 43.43% |
$262K - $502K
|
35.9K
$849K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-28.9K- 7.17% |
$274K - $526K
|
374K
$8.85M
|
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-30.9K- 31.88% |
$294K - $563K
|
66.1K
$1.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-31.5K- 75.43% |
$299K - $573K
|
10.2K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-33.8K- 7.3% |
$321K - $616K
|
430K
$10.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Oak Thistle LLC
|
SELL
|
- |
-34.8K- 29.77% |
$331K - $634K
|
82.1K
$1.94M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-36.2K- 36.92% |
$344K - $660K
|
61.9K
$1.46M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-37.6K- 91.4% |
$357K - $684K
|
3.54K
$83.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Intech Investment Management LLC
West Palm Beach, FL |
SELL
|
- |
-41.5K- 22.93% |
$394K - $755K
|
139K
$3.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Numerai Gp LLC
San Francisco, CA |
SELL
|
- |
-47.2K- 59.87% |
$448K - $859K
|
31.6K
$748K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-51.3K- 28.0% |
$487K - $934K
|
132K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-53K- 26.32% |
$504K - $965K
|
148K
$3.51M
|
|
|
Aug 11, 2025
Q2 2025
|
Qsemble Capital Management, LP
New York, NY |
SELL
|
- |
-53.3K- 27.05% |
$506K - $971K
|
144K
$3.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-53.6K- 4.98% |
$509K - $976K
|
1.02M
$24.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-63.5K- 26.24% |
$604K - $1.16M
|
179K
$4.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-64K- 40.94% |
$608K - $1.17M
|
92.4K
$2.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-68.5K- 13.86% |
$651K - $1.25M
|
426K
$10.1M
|
|
|
Jul 31, 2025
Q2 2025
|
B & T Capital Management Dba Alpha Capital Management
|
SELL
|
- |
-73.2K- 17.72% |
$695K - $1.33M
|
340K
$8.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-73.4K- 83.23% |
$697K - $1.34M
|
14.8K
$350K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-76.2K- 51.51% |
$724K - $1.39M
|
71.7K
$1.7M
|