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 21, 2025
Q2 2025
|
Consolidated Investment Group LLC
|
BUY
|
- |
50K+ 33.09% |
$475K - $911K
|
201K
$4.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
49.8K+ 5.72% |
$473K - $906K
|
920K
$21.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
49.7K+ 160.68% |
$472K - $905K
|
80.6K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Joule Financial, LLC
|
BUY
|
- |
49.6KNew |
$471K - $903K
|
49.6K
$1.17M
|
|
|
Aug 13, 2025
Q2 2025
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
49KNew |
$466K - $892K
|
49K
$1.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
48.5K+ 37.34% |
$461K - $884K
|
179K
$4.22M
|
|
|
Aug 04, 2025
Q2 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
47K+ 152.32% |
$446K - $855K
|
77.8K
$1.84M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
46.3KNew |
$440K - $843K
|
46.3K
$1.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
46.1KNew |
$438K - $840K
|
46.1K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
45.3KNew |
$430K - $824K
|
45.3K
$1.07M
|
|
|
Jul 21, 2025
Q2 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
44.6KNew |
$423K - $812K
|
44.6K
$1.05M
|
|
|
Aug 14, 2025
Q2 2025
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
43.7KNew |
$415K - $796K
|
43.7K
$1.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
43.2K+ 34.32% |
$410K - $787K
|
169K
$4M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
43K+ 7.98% |
$408K - $782K
|
581K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.6K+ 15.46% |
$395K - $757K
|
311K
$7.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
40.9K+ 14.66% |
$388K - $744K
|
320K
$7.56M
|
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
40.9KNew |
$388K - $744K
|
40.9K
$966K
|
|
|
Aug 13, 2025
Q2 2025
|
Victory Capital Management Inc
|
BUY
|
- |
39.7K+ 11.26% |
$377K - $723K
|
392K
$9.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
39.5K+ 3.46% |
$375K - $719K
|
1.18M
$27.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
39KNew |
$371K - $711K
|
39K
$923K
|
|
|
Aug 04, 2025
Q2 2025
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
34.5KNew |
$328K - $628K
|
34.5K
$816K
|
|
|
Aug 07, 2025
Q2 2025
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
33.2K+ 11.99% |
$315K - $604K
|
310K
$7.33M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
32.9K+ 44.24% |
$313K - $599K
|
107K
$2.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
31.9KNew |
$303K - $581K
|
31.9K
$755K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
30K+ 21.82% |
$285K - $546K
|
168K
$3.96M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
29.9KNew |
$284K - $544K
|
29.9K
$707K
|
|
|
Jul 15, 2025
Q2 2025
|
Well Done, LLC
|
BUY
|
- |
29.7K+ 13.26% |
$282K - $541K
|
254K
$6M
|
|
|
Aug 11, 2025
Q2 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
29.5K+ 262.26% |
$281K - $538K
|
40.8K
$965K
|
|
|
Jul 31, 2025
Q2 2025
|
R Squared LTD
Central, K3 |
BUY
|
- |
29.5KNew |
$280K - $537K
|
29.5K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
29.5KNew |
$280K - $536K
|
29.5K
$696K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.8KNew |
$274K - $524K
|
28.8K
$681K
|
|
|
Aug 01, 2025
Q2 2025
|
First National Trust CO
|
BUY
|
- |
28.2KNew |
$268K - $514K
|
28.2K
$667K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
26.2K+ 28.33% |
$249K - $476K
|
119K
$2.8M
|
|
|
Jul 22, 2025
Q2 2025
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
25.5K+ 11.13% |
$242K - $464K
|
255K
$6.02M
|
|
|
Jul 31, 2025
Q2 2025
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
25.2KNew |
$239K - $458K
|
25.2K
$595K
|
|
|
Aug 14, 2025
Q2 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
24.4KNew |
$232K - $444K
|
24.4K
$577K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
24.1KNew |
$229K - $439K
|
24.1K
$570K
|
|
|
Aug 14, 2025
Q2 2025
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
24KNew |
$228K - $438K
|
24K
$568K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
24KNew |
$228K - $438K
|
24K
$568K
|
|
|
Aug 14, 2025
Q2 2025
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
22.4K+ 4.81% |
$213K - $408K
|
488K
$11.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
22.3K+ 27.73% |
$212K - $406K
|
103K
$2.43M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
22.3K+ 54.0% |
$212K - $406K
|
63.6K
$1.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
22.2K+ 54.47% |
$211K - $404K
|
62.9K
$1.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
22KNew |
$209K - $400K
|
22K
$519K
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
22K+ 114.01% |
$209K - $400K
|
41.2K
$975K
|
|
|
Aug 12, 2025
Q2 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.6K+ 77.29% |
$205K - $393K
|
49.6K
$1.17M
|
|
|
Aug 12, 2025
Q2 2025
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
21.2KNew |
$201K - $386K
|
21.2K
$501K
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
21K+ 26.17% |
$200K - $382K
|
101K
$2.39M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 12.02% |
$196K - $375K
|
192K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
20.5KNew |
$195K - $374K
|
20.5K
$485K
|