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 743 institutions that hold shares in the stock, with a total of 500 Million shares, which have been reported (via 13F filing form) to have a value of $7.28 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
72,298
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
72,020
shares
|
$1.02 Million
0.17% of portfolio
|
Q3 2024
Added 5.88%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
70,719
shares
|
$1 Million
0.25% of portfolio
|
Q3 2024
Added 33.56%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
70,693
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.64%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
70,613
shares
|
$999,173
0.0% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Nov 12, 2024 Q3 2024 |
70,374
shares
|
$995,792
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hudock, Inc.
|
Oct 23, 2024 Q3 2024 |
68,372
shares
|
$967,463
0.09% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
67,224
shares
|
$951,219
0.01% of portfolio
|
Q3 2024
Reduced 50.18%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
67,039
shares
|
$948,601
0.06% of portfolio
|
Q1 2024
Reduced 17.04%
|
|
|
Solidarilty Wealth, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
65,661
shares
|
$929,103
0.14% of portfolio
|
Q4 2023
Reduced 1.21%
|
|
|
Hourglass Capital, LLC
|
Nov 06, 2024 Q3 2024 |
65,000
shares
|
$919,750
0.14% of portfolio
|
Q3 2024
Reduced 41.44%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
64,495
shares
|
$912,604
0.07% of portfolio
|
Q2 2024
Added 218.32%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
62,812
shares
|
$888,789
0.12% of portfolio
|
Q4 2022
Added 35.46%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
62,682
shares
|
$886,950
0.01% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
62,099
shares
|
$878,700
0.02% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
61,536
shares
|
$870,734
0.34% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
60,869
shares
|
$861,296
0.01% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
60,531
shares
|
$856,513
0.03% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
60,276
shares
|
$852,905
0.01% of portfolio
|
Q2 2024
Added 25.9%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
60,245
shares
|
$852,466
0.1% of portfolio
|
Q2 2024
Added 2.41%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
60,110
shares
|
$850,556
0.02% of portfolio
|
Q3 2024
Added 161.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
59,849
shares
|
$846,863
0.0% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
58,902
shares
|
$833,463
0.01% of portfolio
|
Q3 2024
Reduced 18.75%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
57,533
shares
|
$814,091
0.04% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
57,369
shares
|
$811,771
0.24% of portfolio
|
Q3 2024
Added 21.68%
|