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 |
|---|---|---|---|---|---|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
60,663
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
60,090
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 60.8%
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Nov 13, 2025 Q3 2025 |
59,900
shares
|
$1.67 Million
0.79% of portfolio
|
Q3 2025
Added 205.61%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
59,402
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 55.64%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2026 Q4 2025 |
59,279
shares
|
$1.65 Million
0.67% of portfolio
|
Q4 2025
Added 12.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
58,667
shares
|
$1.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.2%
|
|
|
Hudock, Inc.
|
Oct 24, 2025 Q3 2025 |
58,563
shares
|
$1.63 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.48%
|
|
|
Baker Chad R
Perrysburg, OH |
Jan 13, 2026 Q4 2025 |
58,545
shares
|
$1.63 Million
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Nov 13, 2025 Q3 2025 |
56,483
shares
|
$1.57 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
56,430
shares
|
$1.57 Million
0.11% of portfolio
|
Q3 2025
Reduced 10.68%
|
|
|
Maryland State Retirement & Pension System
|
Oct 28, 2025 Q3 2025 |
56,096
shares
|
$1.56 Million
0.03% of portfolio
|
Q3 2025
Added 13.52%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
55,964
shares
|
$1.56 Million
0.02% of portfolio
|
Q4 2025
Added 97.66%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Nov 18, 2025 Q3 2025 |
55,798
shares
|
$1.55 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
55,625
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2025
Added 34.91%
|
|
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
Nov 13, 2025 Q3 2025 |
55,471
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quantamental Technologies LLC
White Plains, NY |
Nov 14, 2023 Q3 2023 |
55,159
shares
|
$1.53 Million
0.42% of portfolio
|
Q3 2023
New holding
|
|
|
Par Capital Management Inc
Boston, MA |
Nov 14, 2025 Q3 2025 |
55,000
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 10, 2025 Q3 2025 |
54,657
shares
|
$1.52 Million
0.55% of portfolio
|
Q3 2025
Reduced 54.74%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
53,829
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 16.74%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
53,406
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
53,347
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
53,187
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2025
Reduced 18.92%
|
|
|
Williamson Legacy Group, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
52,884
shares
|
$1.47 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
51,931
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2025
Added 177.94%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2025 Q3 2025 |
51,812
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|