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 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.6K+ 12.02% |
$196K - $375K
|
192K
$4.54M
|
|
|
Aug 14, 2025
Q2 2025
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
20.6KNew |
$196K - $375K
|
20.6K
$487K
|
|
|
Aug 14, 2025
Q2 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
20.5KNew |
$195K - $374K
|
20.5K
$485K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
20.1K+ 30.28% |
$191K - $365K
|
86.3K
$2.04M
|
|
|
Aug 07, 2025
Q2 2025
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
19.6KNew |
$186K - $357K
|
19.6K
$464K
|
|
|
Aug 07, 2025
Q2 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
19.5KNew |
$185K - $355K
|
19.5K
$461K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.4K+ 13.14% |
$185K - $354K
|
167K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
18.9K+ 0.32% |
$179K - $344K
|
6.01M
$142M
|
|
|
Aug 08, 2025
Q2 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
18.8K+ 4.88% |
$179K - $343K
|
405K
$9.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
18.6KNew |
$176K - $338K
|
18.6K
$439K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
18.5K+ 0.1% |
$176K - $337K
|
19.1M
$451M
|
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
18.4K+ 402.53% |
$175K - $336K
|
23K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
16.8K+ 36.5% |
$160K - $306K
|
62.9K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
16.8KNew |
$159K - $306K
|
16.8K
$397K
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
16.7KNew |
$159K - $304K
|
16.7K
$395K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.4K+ 10.91% |
$156K - $299K
|
167K
$3.95M
|
|
|
Aug 12, 2025
Q2 2025
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.1K+ 23.88% |
$153K - $294K
|
83.8K
$1.98M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
16K+ 44.6% |
$152K - $291K
|
51.9K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
15.7K+ 20.86% |
$149K - $286K
|
91.1K
$2.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
15.6KNew |
$149K - $285K
|
15.6K
$370K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
15.6K+ 34.68% |
$148K - $284K
|
60.7K
$1.43M
|
|
|
Aug 12, 2025
Q2 2025
|
Intellus Advisors LLC
Naples, FL |
BUY
|
- |
15.5K+ 12.35% |
$147K - $282K
|
141K
$3.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Winton Group LTD
London, X0 |
BUY
|
- |
15.5KNew |
$147K - $282K
|
15.5K
$366K
|
|
|
Aug 05, 2025
Q2 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
15.1KNew |
$144K - $275K
|
15.1K
$357K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.9KNew |
$132K - $254K
|
13.9K
$330K
|
|
|
Jul 10, 2025
Q2 2025
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
13.5KNew |
$128K - $246K
|
13.5K
$319K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.3KNew |
$127K - $243K
|
13.3K
$315K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.2K+ 119.86% |
$125K - $240K
|
24.2K
$573K
|
|
|
Aug 01, 2025
Q2 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
13.2K+ 5.32% |
$125K - $240K
|
261K
$6.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
12.9KNew |
$122K - $234K
|
12.9K
$304K
|
|
|
Aug 05, 2025
Q2 2025
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
12.8KNew |
$122K - $234K
|
12.8K
$304K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
12.8K+ 16.55% |
$122K - $233K
|
90.2K
$2.13M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12.8K+ 79.58% |
$121K - $233K
|
28.8K
$682K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
12.8K+ 17.98% |
$121K - $232K
|
83.7K
$1.98M
|
|
|
Aug 13, 2025
Q2 2025
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
BUY
|
- |
12.6K+ 34.49% |
$120K - $230K
|
49.3K
$1.16M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12.6KNew |
$119K - $229K
|
12.6K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
12.5KNew |
$119K - $228K
|
12.5K
$297K
|
|
|
Jul 21, 2025
Q2 2025
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
12.5KNew |
$119K - $228K
|
12.5K
$296K
|
|
|
Aug 11, 2025
Q2 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
12.4K+ 3.67% |
$118K - $226K
|
351K
$8.31M
|
|
|
Aug 13, 2025
Q2 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
11.8KNew |
$112K - $214K
|
11.8K
$278K
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.7K+ 72.46% |
$111K - $213K
|
27.8K
$657K
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
11.5KNew |
$109K - $209K
|
11.5K
$272K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
11.3KNew |
$107K - $206K
|
11.3K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.3K+ 1607.14% |
$107K - $205K
|
12K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1KNew |
$106K - $203K
|
11.1K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
11.1KNew |
$105K - $202K
|
11.1K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.8K+ 10.73% |
$103K - $197K
|
112K
$2.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
10.7K+ 21.25% |
$102K - $196K
|
61.3K
$1.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
10.7KNew |
$102K - $195K
|
10.7K
$253K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10.4KNew |
$98.5K - $189K
|
10.4K
$245K
|