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 |
|---|---|---|---|---|---|
|
Covenant Asset Management, LLC
|
Oct 30, 2025 Q3 2025 |
81,700
shares
|
$2.27 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
80,532
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.81%
|
|
|
Firsthand Capital Management, Inc.
San Jose, CA |
Nov 14, 2025 Q3 2025 |
80,000
shares
|
$2.23 Million
4.41% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
79,662
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2025
Added 7.44%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 17, 2025 Q3 2025 |
79,471
shares
|
$2.21 Million
0.09% of portfolio
|
Q3 2025
Reduced 46.46%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
79,140
shares
|
$2.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Elo Mutual Pension Insurance CO
|
Nov 12, 2025 Q3 2025 |
77,477
shares
|
$2.16 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
77,302
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 62.01%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
77,282
shares
|
$2.15 Million
0.17% of portfolio
|
Q3 2025
Reduced 46.76%
|
|
|
Burney CO
Reston, VA |
Jan 23, 2026 Q4 2025 |
76,167
shares
|
$2.12 Million
0.08% of portfolio
|
Q4 2025
Reduced 0.39%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
76,107
shares
|
$2.12 Million
0.51% of portfolio
|
Q3 2025
Added 20.29%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
74,065
shares
|
$2.06 Million
0.32% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
72,453
shares
|
$2.02 Million
1.54% of portfolio
|
Q4 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
72,443
shares
|
$2.02 Million
0.01% of portfolio
|
Q3 2025
Added 347.51%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Nov 12, 2025 Q3 2025 |
72,288
shares
|
$2.01 Million
0.03% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
72,180
shares
|
$2.01 Million
0.02% of portfolio
|
Q3 2025
Added 16.55%
|
|
|
Highland Capital Management, LLC
|
Oct 16, 2025 Q3 2025 |
71,751
shares
|
$2 Million
0.1% of portfolio
|
Q3 2025
Added 385.33%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
71,680
shares
|
$1.99 Million
0.04% of portfolio
|
Q3 2025
Reduced 30.94%
|
|
|
Caption Management, LLC
Oklahoma City, OK |
Nov 14, 2025 Q3 2025 |
71,500
shares
|
$1.99 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
71,127
shares
|
$1.98 Million
2.44% of portfolio
|
Q4 2025
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
70,932
shares
|
$1.97 Million
0.51% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
69,929
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2025
Added 258.89%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
69,900
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Reduced 93.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
69,187
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 288.55%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 04, 2025 Q3 2025 |
69,141
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2025
Added 186.79%
|
|