Latest Institutional Transactions on So Fi Technologies, Inc. (SOFI)
This table provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
BUY
|
- |
295K+ 344.18% |
$5.2M - $8.78M
|
380K
$10.6M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
22.4KNew |
$395K - $668K
|
22.4K
$623K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
8+ 0.61% |
$141 - $238
|
1.33K
$36.9K
|
|
|
Oct 30, 2025
Q3 2025
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
83.5KNew |
$1.47M - $2.49M
|
83.5K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.84K- 8.61% |
$32.4K - $54.8K
|
19.5K
$543K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-116K- 44.5% |
$2.05M - $3.46M
|
145K
$4.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.65K- 22.19% |
$64.4K - $109K
|
12.8K
$356K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
3.4KNew |
$60K - $101K
|
3.4K
$94.6K
|
|
|
Oct 30, 2025
Q3 2025
|
Dash Acquisitions Inc.
|
BUY
|
- |
8KNew |
$141K - $238K
|
8K
$223K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
115KNew |
$2.04M - $3.44M
|
115K
$3.21M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-3.93K- 16.85% |
$69.2K - $117K
|
19.4K
$539K
|
|
|
Oct 29, 2025
Q3 2025
|
Donoghue Forlines LLC
|
BUY
|
- |
85.1KNew |
$1.5M - $2.54M
|
85.1K
$2.37M
|
|
|
Oct 29, 2025
Q3 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
220New |
$3.88K - $6.56K
|
220
$6.12K
|
|
|
Oct 29, 2025
Q3 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
66.7KNew |
$1.18M - $1.99M
|
66.7K
$1.85M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-455- 3.07% |
$8.03K - $13.6K
|
14.4K
$400K
|
|
|
Oct 29, 2025
Q3 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
3.14K+ 5.37% |
$55.3K - $93.5K
|
61.6K
$1.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
SELL
|
- |
-22.5K- 18.34% |
$396K - $670K
|
100K
$2.78M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
392+ 0.56% |
$6.91K - $11.7K
|
70.9K
$1.97M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
8.07KNew |
$142K - $240K
|
8.07K
$224K
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
1.8M+ 184.14% |
$31.7M - $53.6M
|
2.78M
$77.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Mizuho Markets Americas LLC
|
BUY
|
CALL |
2.78MNew |
$49M - $82.7M
|
2.78M
$77.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
41.2KNew |
$726K - $1.23M
|
41.2K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-4.2K- 80.77% |
$74.1K - $125K
|
1K
$27.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
100+ 11.2% |
$1.76K - $2.98K
|
993
$27.6K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.48K- 5.39% |
$61.4K - $104K
|
61K
$1.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Matisse Capital
|
SELL
|
- |
-61.4K- 81.56% |
$1.08M - $1.83M
|
13.9K
$386K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
3.77KNew |
$66.5K - $112K
|
3.77K
$105K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
12KNew |
$212K - $357K
|
12K
$334K
|
|
|
Oct 29, 2025
Q3 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$882 - $1.49K
|
50
$1.39K
|
|
|
Oct 29, 2025
Q3 2025
|
Patient Capital Management, LLC
Baltimore, MD |
SELL
|
- |
-903K- 28.61% |
$15.9M - $26.9M
|
2.25M
$62.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
501K+ 137.24% |
$8.84M - $14.9M
|
866K
$24.1M
|
|
|
Oct 28, 2025
Q3 2025
|
Fjarde Ap Fonden
|
BUY
|
- |
266KNew |
$4.69M - $7.93M
|
266K
$7.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 0.68% |
$582 - $984
|
4.86K
$135K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
11+ 4.95% |
$194 - $328
|
233
$6.48K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
28.8KNew |
$508K - $859K
|
28.8K
$801K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
46New |
$811 - $1.37K
|
46
$1.28K
|
|
|
Oct 28, 2025
Q3 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-6.75K- 10.68% |
$119K - $201K
|
56.4K
$1.57M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
9.95KNew |
$175K - $296K
|
9.95K
$277K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-154K- 46.98% |
$2.72M - $4.6M
|
174K
$4.84M
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
BUY
|
- |
53.3KNew |
$941K - $1.59M
|
53.3K
$1.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.1KNew |
$336K - $568K
|
19.1K
$530K
|
|
|
Oct 28, 2025
Q3 2025
|
Maryland State Retirement & Pension System
|
BUY
|
- |
6.68K+ 13.52% |
$118K - $199K
|
56.1K
$1.56M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
1K+ 200.0% |
$17.6K - $29.8K
|
1.5K
$41.7K
|
|
|
Oct 28, 2025
Q3 2025
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-60.4K- 11.59% |
$1.06M - $1.8M
|
460K
$12.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
2.96M+ 87.11% |
$52.2M - $88.3M
|
6.36M
$177M
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
250New |
$4.41K - $7.45K
|
250
$6.96K
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-2.57K- 53.04% |
$45.4K - $76.7K
|
2.28K
$63.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
41.9K+ 25.04% |
$739K - $1.25M
|
209K
$5.82M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
250+ 3571.43% |
$4.41K - $7.45K
|
257
$7.15K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
14.4KNew |
$254K - $430K
|
14.4K
$401K
|
|