Latest Institutional Sells of So Fi Technologies, Inc. (SOFI)
This list provides information on the latest institutional transactions involving So Fi Technologies, Inc. (SOFI) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-829K- 13.02% |
$20.9M - $26.7M
|
5.53M
$154M
|
|
|
Jan 14, 2026
Q4 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-212K- 70.17% |
$5.35M - $6.83M
|
90.2K
$2.51M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-26.5K- 9.68% |
$670K - $855K
|
248K
$6.89M
|
|
|
Jan 23, 2026
Q4 2025
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-24.8K- 74.78% |
$626K - $799K
|
8.37K
$233K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-23.5K- 2.74% |
$593K - $756K
|
833K
$23.2M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-22.4K- 41.89% |
$566K - $722K
|
31.1K
$865K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
CALL |
-14K- 82.35% |
$353K - $451K
|
3K
$83.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.7K- 37.97% |
$347K - $443K
|
22.4K
$624K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.4K- 18.92% |
$313K - $400K
|
53.2K
$1.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-11.3K- 47.82% |
$286K - $366K
|
12.4K
$344K
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-6.86K- 28.31% |
$173K - $221K
|
17.4K
$483K
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5K- 15.92% |
$126K - $161K
|
26.4K
$735K
|
|
|
Jan 13, 2026
Q4 2025
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
SELL
|
- |
-4.87K- 18.56% |
$123K - $157K
|
21.4K
$594K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.75K- 53.69% |
$120K - $153K
|
4.1K
$114K
|
|
|
Jan 07, 2026
Q4 2025
|
Yeomans Consulting Group, Inc.
Marietta, GA |
SELL
|
- |
-4.68K- 26.21% |
$118K - $151K
|
13.2K
$367K
|
|
|
Jan 08, 2026
Q4 2025
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-4.39K- 3.87% |
$111K - $141K
|
109K
$3.03M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.93K- 26.39% |
$99.3K - $127K
|
11K
$305K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.28K- 14.73% |
$82.7K - $105K
|
19K
$528K
|
|
|
Jan 23, 2026
Q4 2025
|
Steinberganna Wealth Management
Huntington, NY |
SELL
|
- |
-2.51K- 3.03% |
$63.4K - $80.8K
|
80.5K
$2.24M
|
|
|
Jan 14, 2026
Q4 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.12K- 12.76% |
$53.6K - $68.4K
|
14.5K
$404K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.53K- 11.36% |
$38.7K - $49.4K
|
12K
$333K
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-1.36K- 8.27% |
$34.2K - $43.7K
|
15K
$419K
|
|
|
Jan 08, 2026
Q4 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.13K- 5.29% |
$28.5K - $36.4K
|
20.2K
$563K
|
|
|
Jan 23, 2026
Q4 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-1.13K- 2.03% |
$28.5K - $36.4K
|
54.7K
$1.52M
|
|
|
Jan 07, 2026
Q4 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-799- 0.73% |
$20.2K - $25.7K
|
109K
$3.03M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
SELL
|
- |
-693- 1.82% |
$17.5K - $22.3K
|
37.4K
$1.04M
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-601- 0.24% |
$15.2K - $19.4K
|
253K
$7.03M
|
|
|
Jan 20, 2026
Q4 2025
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-600- 2.08% |
$15.1K - $19.3K
|
28.3K
$786K
|
|
|
Jan 20, 2026
Q4 2025
|
Joule Financial, LLC
|
SELL
|
- |
-564- 2.5% |
$14.2K - $18.2K
|
22K
$612K
|
|
|
Jan 20, 2026
Q4 2025
|
Moseley Investment Management Inc
|
SELL
|
- |
-396- 1.02% |
$10K - $12.8K
|
38.6K
$1.07M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-338- 2.73% |
$8.53K - $10.9K
|
12.1K
$335K
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-300- 0.39% |
$7.57K - $9.66K
|
76.2K
$2.12M
|
|
|
Jan 08, 2026
Q4 2025
|
Grove Bank & Trust
|
SELL
|
- |
-157- 7.83% |
$3.96K - $5.06K
|
1.85K
$51.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Rydar Equities, Inc.
Weatherford, TX |
SELL
|
- |
-150- 1.3% |
$3.79K - $4.83K
|
11.4K
$317K
|
|
|
Jan 09, 2026
Q4 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
SELL
|
- |
-56- 20.14% |
$1.41K - $1.8K
|
222
$6.18K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-15- 1.15% |
$379 - $483
|
1.29K
$35.8K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
PUT |
-8.06M- 45.04% |
$142M - $240M
|
9.83M
$274M
|
|
|
Nov 13, 2025
Q3 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-6.59M- 82.41% |
$116M - $196M
|
1.41M
$39.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Voloridge Investment Management, LLC
Jupiter, FL |
SELL
|
- |
-6.48M- 39.32% |
$114M - $193M
|
10M
$278M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-6.2M- 32.56% |
$109M - $185M
|
12.8M
$357M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.44M- 38.21% |
$96M - $162M
|
8.8M
$245M
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-5.44M- 57.62% |
$95.9M - $162M
|
4M
$111M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.87M- 23.91% |
$85.9M - $145M
|
15.5M
$431M
|
|
|
Nov 13, 2025
Q3 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-4.27M- 67.53% |
$75.4M - $127M
|
2.05M
$57.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.21M- 54.95% |
$74.2M - $125M
|
3.45M
$96M
|
|
|
Nov 13, 2025
Q3 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-3.75M- 67.85% |
$66.1M - $112M
|
1.78M
$49.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.72M- 27.19% |
$65.7M - $111M
|
9.97M
$277M
|
|
|
Nov 10, 2025
Q3 2025
|
Bit Capital Gmb H
Berlin, 2M |
SELL
|
- |
-3.63M- 98.86% |
$64M - $108M
|
41.8K
$1.16M
|
|
|
Nov 13, 2025
Q3 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-3.31M- 49.48% |
$58.4M - $98.7M
|
3.38M
$94M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
PUT |
-2.45M- 99.17% |
$43.2M - $73.1M
|
20.6K
$573K
|
|