Purchases and Sales Made in Q4 2023 in So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-145K- 16.7% |
$957K - $1.49M
|
721K
$11.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-148K- 19.24% |
$978K - $1.52M
|
620K
$9.82M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-152K- 81.07% |
$1M - $1.57M
|
35.4K
$562K
|
|
|
Feb 06, 2024
Q4 2023
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-190K- 9.66% |
$1.26M - $1.96M
|
1.78M
$28.2M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-230K- 89.95% |
$1.52M - $2.37M
|
25.7K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-259K- 74.9% |
$1.71M - $2.67M
|
86.7K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-264K- 38.24% |
$1.75M - $2.72M
|
426K
$6.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-264K- 30.2% |
$1.75M - $2.72M
|
610K
$9.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-278K- 0.68% |
$1.84M - $2.87M
|
40.5M
$642M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-281K- 61.03% |
$1.86M - $2.9M
|
180K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-282K- 39.63% |
$1.87M - $2.91M
|
429K
$6.8M
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-290K- 25.45% |
$1.92M - $3M
|
850K
$13.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Gpi Capital, L.P.
New York, NY |
SELL
|
- |
-300K- 7.41% |
$1.99M - $3.1M
|
3.75M
$59.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-322K- 66.74% |
$2.13M - $3.32M
|
160K
$2.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Longitude (Cayman) Ltd.
Grand Cayman, E9 |
SELL
|
- |
-329K- 21.68% |
$2.17M - $3.39M
|
1.19M
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-346K- 71.9% |
$2.29M - $3.57M
|
135K
$2.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-499K- 46.41% |
$3.31M - $5.15M
|
576K
$9.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-519K- 61.27% |
$3.43M - $5.35M
|
328K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-521K- 84.0% |
$3.45M - $5.37M
|
99.2K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-543K- 3.58% |
$3.59M - $5.6M
|
14.6M
$232M
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-547K- 23.37% |
$3.62M - $5.64M
|
1.79M
$28.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-612K- 8.68% |
$4.05M - $6.32M
|
6.44M
$102M
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-656K- 35.89% |
$4.34M - $6.77M
|
1.17M
$18.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-667K- 91.89% |
$4.41M - $6.88M
|
58.8K
$933K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-767K- 63.13% |
$5.08M - $7.92M
|
448K
$7.1M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-2.56M- 18.09% |
$17M - $26.4M
|
11.6M
$184M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-2.64M- 55.91% |
$17.5M - $27.3M
|
2.08M
$33M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.87M- 51.78% |
$25.6M - $39.9M
|
3.6M
$57.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.96M- 80.09% |
$26.2M - $40.9M
|
985K
$15.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.15M- 32.35% |
$34.1M - $53.2M
|
10.8M
$171M
|