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 1,094 institutions that hold shares in the stock, with a total of 622 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 |
|---|---|---|---|---|---|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
137,845
shares
|
$3.83 Million
0.91% of portfolio
|
Q3 2025
Added 30.84%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
137,612
shares
|
$3.83 Million
0.06% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
136,811
shares
|
$3.81 Million
0.09% of portfolio
|
Q3 2025
Added 900.37%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
136,102
shares
|
$3.79 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.75%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
135,898
shares
|
$3.78 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
133,303
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.97%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
132,749
shares
|
$3.69 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.28%
|
|
|
Nordea Investment Management Ab
Stockholm, V7 |
Jan 08, 2026 Q4 2025 |
132,202
shares
|
$3.68 Million
0.0% of portfolio
|
Q4 2025
Added 35.15%
|
|
|
Gateway Investment Advisers LLC
|
Oct 21, 2025 Q3 2025 |
132,000
shares
|
$3.67 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Intellus Advisors LLC
Naples, FL |
Nov 12, 2025 Q3 2025 |
131,606
shares
|
$3.66 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
131,460
shares
|
$3.66 Million
0.02% of portfolio
|
Q3 2025
Added 106.81%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
130,817
shares
|
$3.64 Million
0.67% of portfolio
|
Q3 2025
Added 94.1%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
130,375
shares
|
$3.63 Million
1.14% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
129,184
shares
|
$3.59 Million
0.21% of portfolio
|
Q3 2025
Added 523.84%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
128,688
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Added 493.72%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2025 Q3 2025 |
127,439
shares
|
$3.55 Million
0.02% of portfolio
|
Q3 2025
Reduced 34.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,930
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.76%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
126,915
shares
|
$3.53 Million
1.03% of portfolio
|
Q2 2025
Reduced 15.44%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
126,503
shares
|
$3.52 Million
0.48% of portfolio
|
Q3 2025
Reduced 6.02%
|
|
|
Diker Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
125,000
shares
|
$3.48 Million
3.18% of portfolio
|
Q3 2025
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Nov 10, 2025 Q3 2025 |
122,194
shares
|
$3.4 Million
0.76% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
121,688
shares
|
$3.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.75%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,196
shares
|
$3.34 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
119,877
shares
|
$3.33 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
117,925
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2025
Added 390.68%
|
|