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 |
|---|---|---|---|---|---|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 14, 2025 Q3 2025 |
116,412
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Added 27.74%
|
|
|
Brendel Financial Advisors LLC
|
Oct 20, 2025 Q3 2025 |
116,369
shares
|
$3.24 Million
1.59% of portfolio
|
Q3 2025
Reduced 16.35%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
115,475
shares
|
$3.21 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
113,347
shares
|
$3.15 Million
0.25% of portfolio
|
Q3 2025
Added 39.16%
|
|
|
Torrey Growth & Income Advisors
Del Mar, CA |
Nov 12, 2025 Q3 2025 |
111,597
shares
|
$3.1 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
111,482
shares
|
$3.1 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Pdt Partners, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
111,337
shares
|
$3.1 Million
0.2% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Kbc Group Nv
|
Jan 20, 2026 Q3 2025 |
110,452
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2025
Added 286.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
110,308
shares
|
$3.07 Million
0.07% of portfolio
|
Q3 2025
Added 704.35%
|
|
|
Sciencast Management LP
|
Nov 12, 2025 Q3 2025 |
109,960
shares
|
$3.06 Million
0.58% of portfolio
|
Q3 2025
Added 87.85%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 20, 2026 Q4 2025 |
109,483
shares
|
$3.05 Million
0.44% of portfolio
|
Q4 2025
Added 0.37%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 08, 2026 Q4 2025 |
109,026
shares
|
$3.03 Million
1.26% of portfolio
|
Q4 2025
Reduced 3.87%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 07, 2026 Q4 2025 |
108,977
shares
|
$3.03 Million
2.22% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Miller Financial Services LLC
Marshall, MI |
Nov 13, 2025 Q3 2025 |
108,611
shares
|
$3.02 Million
3.32% of portfolio
|
Q3 2025
Reduced 7.85%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
108,599
shares
|
$3.02 Million
0.01% of portfolio
|
Q3 2025
Added 876.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
105,335
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2023
Reduced 67.75%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
105,259
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 62.35%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
104,743
shares
|
$2.91 Million
0.03% of portfolio
|
Q3 2025
Added 21.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
102,751
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Added 27.73%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
102,236
shares
|
$2.84 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Public Employees Retirement Association Of Colorado
Denver, CO |
Nov 13, 2025 Q3 2025 |
102,103
shares
|
$2.84 Million
0.01% of portfolio
|
Q2 2024
Added 33.43%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
101,650
shares
|
$2.83 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
101,599
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2025
Added 636.44%
|
|
|
Gate Pass Capital, LLC
Independence, OH |
Oct 29, 2025 Q3 2025 |
100,045
shares
|
$2.78 Million
1.53% of portfolio
|
Q3 2025
Reduced 18.34%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
98,267
shares
|
$2.73 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|