Institutional Ownership So Fi Technologies, Inc. (SOFI)
This table provides information about the institutional ownership of So Fi Technologies, Inc. (SOFI). We have compiled data on the 1,083 institutions that hold shares in the stock, with a total of 621 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
107,102,212
shares
|
$2.98 Billion
0.04% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
46,790,176
shares
|
$1.3 Billion
0.08% of portfolio
|
Q3 2025
Added 987.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
45,457,402
shares
|
$1.26 Billion
0.01% of portfolio
|
Q2 2024
Added 8.75%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,034,441
shares
|
$975 Million
0.59% of portfolio
|
Q3 2025
Added 19.77%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
24,300,498
shares
|
$676 Million
0.02% of portfolio
|
Q3 2025
Added 30.7%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
21,691,688
shares
|
$603 Million
0.04% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
18,277,497
shares
|
$508 Million
0.08% of portfolio
|
Q3 2025
Added 61.01%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
15,485,524
shares
|
$431 Million
0.07% of portfolio
|
Q3 2025
Reduced 23.91%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
12,832,802
shares
|
$357 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
10,743,114
shares
|
$299 Million
0.03% of portfolio
|
Q3 2025
Added 278.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
10,159,605
shares
|
$283 Million
0.05% of portfolio
|
Q2 2025
Added 47.49%
|
|
|
Voloridge Investment Management, LLC
Jupiter, FL |
Nov 14, 2025 Q3 2025 |
10,003,394
shares
|
$278 Million
0.96% of portfolio
|
Q3 2025
Reduced 39.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
9,973,108
shares
|
$277 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.19%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
9,792,807
shares
|
$272 Million
0.06% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
8,799,706
shares
|
$245 Million
0.39% of portfolio
|
Q3 2025
Reduced 38.21%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Nov 14, 2025 Q3 2025 |
8,394,200
shares
|
$234 Million
0.47% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Dcm International Vi, Ltd.
|
Oct 27, 2022 Q3 2022 |
8,362,150
shares
|
$233 Million
35.88% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,632,432
shares
|
$185 Million
0.02% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
6,361,809
shares
|
$177 Million
0.1% of portfolio
|
Q3 2025
Added 87.11%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
5,518,137
shares
|
$154 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
5,182,049
shares
|
$144 Million
0.03% of portfolio
|
Q3 2025
Reduced 17.84%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Nov 12, 2025 Q3 2025 |
4,945,247
shares
|
$138 Million
0.92% of portfolio
|
Q3 2025
Added 11.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
4,434,272
shares
|
$123 Million
0.05% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Nikko Asset Management Americas, Inc.
|
Nov 12, 2025 Q3 2025 |
4,196,899
shares
|
$117 Million
1.2% of portfolio
|
Q3 2025
Added 23.44%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 10, 2025 Q3 2025 |
4,153,605
shares
|
$116 Million
0.08% of portfolio
|
Q3 2025
Reduced 14.88%
|
|