Latest Institutional Purchases of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
18.4K+ 13.75% |
$325K - $548K
|
152K
$4.23M
|
|
|
Nov 10, 2025
Q3 2025
|
Counterpoint Mutual Funds LLC
|
BUY
|
- |
18.2KNew |
$321K - $542K
|
18.2K
$506K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
18.1K+ 23.23% |
$319K - $539K
|
95.9K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Ieq Capital, LLC
|
BUY
|
- |
18KNew |
$318K - $537K
|
18K
$501K
|
|
|
Oct 15, 2025
Q3 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
17.9KNew |
$315K - $532K
|
17.9K
$497K
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.4KNew |
$307K - $518K
|
17.4K
$484K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
17KNew |
$300K - $507K
|
17K
$473K
|
|
|
Nov 12, 2025
Q3 2025
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
17K+ 5.78% |
$300K - $507K
|
311K
$8.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
16.3KNew |
$288K - $487K
|
16.3K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
16KNew |
$282K - $477K
|
16K
$445K
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
BUY
|
- |
15.8K+ 4.02% |
$278K - $470K
|
408K
$11.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Cmg Global Holdings, LLC
|
BUY
|
- |
15.6K+ 7.3% |
$274K - $464K
|
229K
$6.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
15.4KNew |
$272K - $460K
|
15.4K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$268K - $454K
|
15.2K
$423K
|
|
|
Nov 14, 2025
Q3 2025
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
15KNew |
$265K - $447K
|
15K
$417K
|
|
|
Nov 13, 2025
Q3 2025
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
14.8KNew |
$261K - $441K
|
14.8K
$412K
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
14.7K+ 116.84% |
$258K - $437K
|
27.2K
$756K
|
|
|
Nov 10, 2025
Q3 2025
|
Ifs Group,Llc
York, PA |
BUY
|
- |
14.5KNew |
$256K - $433K
|
14.5K
$404K
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
14.4KNew |
$254K - $430K
|
14.4K
$401K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
14.4K+ 34.91% |
$254K - $429K
|
55.6K
$1.55M
|
|
|
Dec 22, 2025
Q3 2025
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
BUY
|
- |
14.1KNew |
$249K - $420K
|
14.1K
$392K
|
|
|
Nov 13, 2025
Q3 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.6KNew |
$239K - $405K
|
13.6K
$378K
|
|
|
Nov 14, 2025
Q3 2025
|
Shay Capital LLC
New York, NY |
BUY
|
- |
13KNew |
$229K - $388K
|
13K
$362K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13KNew |
$229K - $386K
|
13K
$360K
|
|
|
Nov 14, 2025
Q3 2025
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
12.9KNew |
$228K - $385K
|
12.9K
$359K
|
|
|
Nov 03, 2025
Q3 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
12.8KNew |
$227K - $383K
|
12.8K
$357K
|
|
|
Nov 04, 2025
Q3 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
12.8K+ 20.29% |
$226K - $383K
|
76.1K
$2.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
12.6K+ 52.6% |
$223K - $377K
|
36.7K
$1.02M
|
|
|
Nov 13, 2025
Q3 2025
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
12.5K+ 2.52% |
$221K - $373K
|
509K
$14.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Metis Global Partners, LLC
|
BUY
|
- |
12.4KNew |
$220K - $371K
|
12.4K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.4K+ 115.11% |
$219K - $370K
|
23.2K
$645K
|
|
|
Nov 14, 2025
Q3 2025
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
12.3K+ 7.07% |
$218K - $368K
|
187K
$5.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Abn Amro Investment Solutions
Paris Cedex 008, |
BUY
|
- |
12.3KNew |
$216K - $365K
|
12.3K
$341K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
12KNew |
$212K - $357K
|
12K
$334K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.9KNew |
$209K - $353K
|
11.9K
$330K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
BUY
|
- |
11.8KNew |
$209K - $352K
|
11.8K
$329K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
11.7KNew |
$206K - $349K
|
11.7K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
11.6K+ 47.52% |
$205K - $346K
|
36K
$1M
|
|
|
Oct 09, 2025
Q3 2025
|
Rydar Equities, Inc.
Weatherford, TX |
BUY
|
- |
11.6KNew |
$204K - $345K
|
11.6K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
11.4KNew |
$201K - $340K
|
11.4K
$317K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
11.4KNew |
$201K - $340K
|
11.4K
$317K
|
|
|
Nov 05, 2025
Q3 2025
|
Modus Advisors, LLC
|
BUY
|
- |
11.3KNew |
$199K - $337K
|
11.3K
$315K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$197K - $334K
|
11.2K
$311K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.2K+ 315.84% |
$197K - $333K
|
14.7K
$409K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.1K+ 34.38% |
$197K - $332K
|
43.6K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
11.1KNew |
$196K - $332K
|
11.1K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.1KNew |
$196K - $331K
|
11.1K
$309K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
11KNew |
$194K - $328K
|
11K
$306K
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
10.9KNew |
$193K - $326K
|
10.9K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
10.9KNew |
$192K - $324K
|
10.9K
$302K
|
|