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 |
|---|---|---|---|---|---|
|
Swedbank Ab
Stockholm, V7 |
Oct 15, 2025 Q3 2025 |
97,945
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
97,905
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Reduced 40.96%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
96,080
shares
|
$2.67 Million
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
95,900
shares
|
$2.67 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
95,891
shares
|
$2.67 Million
0.42% of portfolio
|
Q3 2025
Added 23.23%
|
|
|
Pictet Asset Management Sa
Geneva 73, V8 |
Aug 10, 2023 Q2 2023 |
94,904
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2023
Added 26.39%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
93,775
shares
|
$2.61 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
93,668
shares
|
$2.61 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
93,347
shares
|
$2.6 Million
0.04% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
93,068
shares
|
$2.59 Million
1.03% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Slow Capital, Inc.
|
Oct 29, 2025 Q3 2025 |
92,554
shares
|
$2.57 Million
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Elevatus Welath Management
Victor, NY |
Jan 14, 2026 Q4 2025 |
90,190
shares
|
$2.51 Million
0.65% of portfolio
|
Q4 2025
Reduced 70.17%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Nov 05, 2025 Q3 2025 |
90,158
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2025
Added 95.44%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
89,789
shares
|
$2.5 Million
0.04% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
89,677
shares
|
$2.49 Million
0.23% of portfolio
|
Q3 2025
Added 4.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
88,580
shares
|
$2.46 Million
0.01% of portfolio
|
Q2 2024
Added 4252.83%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Nov 13, 2025 Q3 2025 |
88,262
shares
|
$2.46 Million
0.23% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Nov 06, 2025 Q3 2025 |
88,216
shares
|
$2.45 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
87,776
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
86,602
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
86,158
shares
|
$2.4 Million
0.09% of portfolio
|
Q4 2025
Added 9.47%
|
|
|
Donoghue Forlines LLC
|
Oct 29, 2025 Q3 2025 |
85,085
shares
|
$2.37 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Nov 10, 2025 Q3 2025 |
85,050
shares
|
$2.37 Million
0.35% of portfolio
|
Q3 2025
Added 507.5%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
83,490
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
82,960
shares
|
$2.31 Million
1.03% of portfolio
|
Q3 2025
New holding
|
|