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 14, 2025
Q2 2025
|
Worldquant Millennium Advisors LLC
New York, NY |
BUY
|
- |
349KNew |
$3.31M - $6.35M
|
349K
$8.25M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
320K+ 8.77% |
$3.04M - $5.83M
|
3.97M
$93.9M
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
318K+ 17.55% |
$3.02M - $5.79M
|
2.13M
$50.4M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
306K+ 28.48% |
$2.91M - $5.57M
|
1.38M
$32.6M
|
|
Aug 14, 2025
Q2 2025
|
Kemnay Advisory Services Inc.
New York, NY |
BUY
|
- |
302K+ 319.85% |
$2.87M - $5.5M
|
396K
$9.37M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
274K+ 443.85% |
$2.6M - $4.99M
|
336K
$7.94M
|
|
Aug 13, 2025
Q2 2025
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
269KNew |
$2.56M - $4.9M
|
269K
$6.37M
|
|
Aug 13, 2025
Q2 2025
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
254KNew |
$2.42M - $4.63M
|
254K
$6.02M
|
|
Aug 14, 2025
Q2 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
208K+ 279.55% |
$1.97M - $3.78M
|
282K
$6.67M
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
207K+ 373.74% |
$1.97M - $3.77M
|
262K
$6.2M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
192K+ 31.04% |
$1.83M - $3.5M
|
812K
$19.2M
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
179KNew |
$1.7M - $3.27M
|
179K
$4.24M
|
|
Aug 13, 2025
Q2 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
171KNew |
$1.62M - $3.11M
|
171K
$4.04M
|
|
Jul 22, 2025
Q2 2025
|
Kercheville Advisors, LLC
|
BUY
|
- |
162KNew |
$1.54M - $2.96M
|
162K
$3.84M
|
|
Aug 13, 2025
Q2 2025
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
161K+ 9.39% |
$1.53M - $2.93M
|
1.88M
$44.3M
|
|
Aug 12, 2025
Q2 2025
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
158K+ 26.19% |
$1.51M - $2.89M
|
763K
$18.1M
|
|
Aug 12, 2025
Q2 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
156K+ 2.4% |
$1.48M - $2.83M
|
6.63M
$157M
|
|
Jul 21, 2025
Q2 2025
|
Sullivan Wood Capital Management LLC
Washington, DC |
BUY
|
- |
154KNew |
$1.46M - $2.8M
|
154K
$3.63M
|
|
Aug 14, 2025
Q2 2025
|
Gillson Capital LP
Chicago, IL |
BUY
|
- |
142KNew |
$1.35M - $2.59M
|
142K
$3.36M
|
|
Aug 14, 2025
Q2 2025
|
Science & Technology Partners, L.P.
New York, NY |
BUY
|
- |
142KNew |
$1.35M - $2.59M
|
142K
$3.36M
|
|
Jul 11, 2025
Q2 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
139KNew |
$1.32M - $2.53M
|
139K
$3.29M
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
135K+ 180.52% |
$1.28M - $2.46M
|
210K
$4.96M
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
117K+ 24.91% |
$1.11M - $2.13M
|
587K
$13.9M
|
|
Aug 14, 2025
Q2 2025
|
Azora Capital LP
Miami, FL |
BUY
|
- |
111K+ 4.94% |
$1.06M - $2.03M
|
2.36M
$55.9M
|
|
Aug 14, 2025
Q2 2025
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
105K+ 33.19% |
$997K - $1.91M
|
421K
$9.96M
|
|
Aug 14, 2025
Q2 2025
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
100KNew |
$952K - $1.82M
|
100K
$2.37M
|
|
Aug 13, 2025
Q2 2025
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
98.9K+ 30.76% |
$939K - $1.8M
|
420K
$9.94M
|
|
Jul 31, 2025
Q2 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
95.7K+ 531816.69% |
$909K - $1.74M
|
95.7K
$2.26M
|
|
Aug 14, 2025
Q2 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
95K+ 3990.59% |
$902K - $1.73M
|
97.4K
$2.3M
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
95K+ 97.96% |
$902K - $1.73M
|
192K
$4.54M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
93.9K+ 30.87% |
$892K - $1.71M
|
398K
$9.41M
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
91.6K+ 38.71% |
$870K - $1.67M
|
328K
$7.76M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
90.9K+ 46.54% |
$864K - $1.66M
|
286K
$6.77M
|
|
Aug 07, 2025
Q2 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
88.2K+ 193.88% |
$838K - $1.61M
|
134K
$3.16M
|
|
Jul 31, 2025
Q2 2025
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
88.2KNew |
$838K - $1.61M
|
88.2K
$2.09M
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
87.3K+ 27.34% |
$829K - $1.59M
|
406K
$9.61M
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
81.8K+ 129.13% |
$777K - $1.49M
|
145K
$3.43M
|
|
Jul 29, 2025
Q2 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
72.6K+ 51.74% |
$690K - $1.32M
|
213K
$5.04M
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
71.3K+ 4.32% |
$677K - $1.3M
|
1.72M
$40.7M
|
|
Aug 13, 2025
Q2 2025
|
Capital Markets Trading Uk LLP
London, X0 |
BUY
|
- |
70.4KNew |
$669K - $1.28M
|
70.4K
$1.66M
|
|
Aug 08, 2025
Q2 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
67.4KNew |
$640K - $1.23M
|
67.4K
$1.59M
|
|
Aug 13, 2025
Q2 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
64KNew |
$608K - $1.17M
|
64K
$1.51M
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
63.1K+ 68.33% |
$599K - $1.15M
|
155K
$3.67M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
62.2K+ 10.22% |
$591K - $1.13M
|
672K
$15.9M
|
|
Aug 14, 2025
Q2 2025
|
Sciencast Management LP
|
BUY
|
- |
58.5KNew |
$556K - $1.07M
|
58.5K
$1.38M
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
57.3K+ 296.91% |
$544K - $1.04M
|
76.6K
$1.81M
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
56.9K+ 203.22% |
$540K - $1.04M
|
84.9K
$2.01M
|
|
Aug 14, 2025
Q2 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
- |
55KNew |
$523K - $1M
|
55K
$1.3M
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
54.2K+ 109.33% |
$515K - $987K
|
104K
$2.45M
|
|
Aug 14, 2025
Q2 2025
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
BUY
|
- |
51.5K+ 63.27% |
$489K - $938K
|
133K
$3.14M
|