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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
SELL
|
- |
-95.5K- 2.9% |
$908K - $1.74M
|
3.2M
$75.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-102K- 20.75% |
$973K - $1.87M
|
391K
$9.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-106K- 10.11% |
$1.01M - $1.93M
|
941K
$22.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-113K- 45.27% |
$1.07M - $2.05M
|
136K
$3.22M
|
|
|
Aug 14, 2025
Q2 2025
|
State Of Wisconsin Investment Board
Madison, WI |
SELL
|
- |
-121K- 28.91% |
$1.15M - $2.21M
|
298K
$7.05M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126K- 62.01% |
$1.2M - $2.3M
|
77.3K
$1.83M
|
|
|
Aug 14, 2025
Q2 2025
|
State Street Corp
Boston, MA |
SELL
|
- |
-136K- 0.72% |
$1.29M - $2.47M
|
18.6M
$440M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-143K- 23.93% |
$1.36M - $2.61M
|
455K
$10.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-209K- 90.97% |
$1.98M - $3.8M
|
20.7K
$490K
|
|
|
Aug 04, 2025
Q2 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-239K- 75.59% |
$2.27M - $4.35M
|
77.1K
$1.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Nuveen, LLC
Charlotte, NC |
SELL
|
- |
-250K- 6.1% |
$2.37M - $4.55M
|
3.84M
$90.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-250K- 55.5% |
$2.37M - $4.55M
|
200K
$4.74M
|
|
|
Aug 13, 2025
Q2 2025
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-264K- 88.66% |
$2.51M - $4.81M
|
33.8K
$798K
|
|
|
Aug 13, 2025
Q2 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-274K- 68.87% |
$2.61M - $5M
|
124K
$2.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
SELL
|
- |
-289K- 59.84% |
$2.74M - $5.26M
|
194K
$4.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-377K- 10.68% |
$3.59M - $6.87M
|
3.16M
$74.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-410K- 5.08% |
$3.89M - $7.46M
|
7.66M
$181M
|
|
|
Aug 14, 2025
Q2 2025
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-472K- 64.75% |
$4.49M - $8.6M
|
257K
$6.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-606K- 36.83% |
$5.76M - $11M
|
1.04M
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-659K- 38.46% |
$6.26M - $12M
|
1.05M
$24.9M
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-815K- 8.63% |
$7.74M - $14.8M
|
8.62M
$204M
|
|
|
Aug 13, 2025
Q2 2025
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-904K- 67.1% |
$8.59M - $16.5M
|
443K
$10.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Fora Capital, LLC
Miami, FL |
SELL
|
- |
-919K- 97.96% |
$8.73M - $16.7M
|
19.2K
$453K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-992K- 96.67% |
$9.43M - $18.1M
|
34.2K
$809K
|
|
|
Aug 07, 2025
Q2 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-1.48M- 91.53% |
$14M - $26.9M
|
137K
$3.23M
|
|
|
Aug 01, 2025
Q2 2025
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-2.21M- 69.36% |
$21M - $40.3M
|
977K
$23.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Man Group PLC
London, X0 |
SELL
|
- |
-2.34M- 79.44% |
$22.2M - $42.6M
|
606K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-5.58M- 50.22% |
$53M - $102M
|
5.53M
$131M
|
|
|
Aug 14, 2025
Q2 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-5.83M- 16.61% |
$55.4M - $106M
|
29.3M
$692M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.97M- 71.07% |
$66.2M - $127M
|
2.84M
$67.1M
|