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 14, 2025
Q3 2025
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
37KNew |
$653K - $1.1M
|
37K
$1.03M
|
|
|
Oct 31, 2025
Q3 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
36.1KNew |
$637K - $1.08M
|
36.1K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
PUT |
36K+ 72.0% |
$635K - $1.07M
|
86K
$2.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
36K+ 126.56% |
$635K - $1.07M
|
64.4K
$1.79M
|
|
|
Nov 07, 2025
Q3 2025
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
35.5K+ 9.96% |
$627K - $1.06M
|
392K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Mangrove Partners
New York, NY |
BUY
|
- |
35KNew |
$618K - $1.04M
|
35K
$974K
|
|
|
Nov 13, 2025
Q3 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
34.5K+ 19.25% |
$609K - $1.03M
|
214K
$5.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
33.9K+ 20.04% |
$598K - $1.01M
|
203K
$5.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
33.3K+ 12.95% |
$588K - $994K
|
291K
$8.09M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
33.2K+ 177.94% |
$586K - $991K
|
51.9K
$1.44M
|
|
|
Nov 12, 2025
Q3 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
33.2KNew |
$585K - $989K
|
33.2K
$923K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
33K+ 7.67% |
$582K - $983K
|
463K
$12.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
32.5K+ 30.84% |
$573K - $969K
|
138K
$3.83M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
32.4K+ 19.38% |
$571K - $965K
|
199K
$5.55M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
31.9K+ 39.16% |
$563K - $951K
|
113K
$3.15M
|
|
|
Nov 14, 2025
Q3 2025
|
Firsthand Capital Management, Inc.
San Jose, CA |
BUY
|
- |
30K+ 60.0% |
$529K - $894K
|
80K
$2.23M
|
|
|
Dec 15, 2025
Q3 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
28.6K+ 220161.55% |
$505K - $853K
|
28.6K
$797K
|
|
|
Nov 13, 2025
Q3 2025
|
Volterra Technologies LP
New York, NY |
BUY
|
- |
28.1KNew |
$496K - $838K
|
28.1K
$782K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
28KNew |
$495K - $836K
|
28K
$780K
|
|
|
Nov 14, 2025
Q3 2025
|
Par Capital Management Inc
Boston, MA |
BUY
|
PUT |
27.5K+ 100.0% |
$485K - $820K
|
55K
$1.53M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
27.3K+ 212.2% |
$481K - $813K
|
40.1K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
26.3KNew |
$464K - $784K
|
26.3K
$732K
|
|
|
Nov 14, 2025
Q3 2025
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
BUY
|
- |
26KNew |
$459K - $775K
|
26K
$723K
|
|
|
Nov 13, 2025
Q3 2025
|
Magnetar Financial LLC
Evanston, IL |
BUY
|
- |
25.6KNew |
$451K - $762K
|
25.6K
$711K
|
|
|
Nov 14, 2025
Q3 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
25.3K+ 27.74% |
$446K - $754K
|
116K
$3.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
25.2K+ 5.88% |
$445K - $752K
|
454K
$12.6M
|
|
|
Nov 14, 2025
Q3 2025
|
National Bank Of Canada
|
BUY
|
- |
24.6K+ 91.43% |
$434K - $734K
|
51.5K
$1.43M
|
|
|
Nov 03, 2025
Q3 2025
|
Arizona State Retirement System
|
BUY
|
- |
23.9K+ 7.88% |
$422K - $714K
|
328K
$9.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
23.7K+ 7.18% |
$418K - $707K
|
354K
$9.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
23.3K+ 0.65% |
$412K - $696K
|
3.64M
$101M
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
22.7K+ 60.8% |
$401K - $677K
|
60.1K
$1.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
22.4KNew |
$395K - $668K
|
22.4K
$623K
|
|
|
Nov 13, 2025
Q3 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
22.1KNew |
$390K - $659K
|
22.1K
$615K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
21.3KNew |
$376K - $635K
|
21.3K
$593K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
21.2K+ 55.64% |
$375K - $633K
|
59.4K
$1.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Banco Santander, S.A.
|
BUY
|
- |
20.9KNew |
$368K - $622K
|
20.9K
$581K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
20.4K+ 16.32% |
$361K - $609K
|
146K
$4.05M
|
|
|
Nov 13, 2025
Q3 2025
|
Ardmore Road Asset Management LP
New York, NY |
BUY
|
- |
20KNew |
$353K - $596K
|
20K
$556K
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
19.8KNew |
$350K - $591K
|
19.8K
$552K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2K+ 3.3% |
$338K - $572K
|
600K
$16.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19.1KNew |
$336K - $568K
|
19.1K
$530K
|
|
|
Oct 31, 2025
Q3 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
19KNew |
$335K - $566K
|
19K
$529K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18.4K+ 21.36% |
$325K - $550K
|
105K
$2.91M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.4KNew |
$307K - $518K
|
17.4K
$484K
|
|
|
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
|
|