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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
51,534
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 91.43%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
51,408
shares
|
$1.43 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.04%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
51,332
shares
|
$1.43 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Laurion Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
50,000
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
49,860
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 8.44%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
49,362
shares
|
$1.37 Million
0.11% of portfolio
|
Q3 2025
Reduced 35.97%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
49,000
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jacob Asset Management Of New York LLC
Hermosa Beach, CA |
Nov 01, 2023 Q3 2023 |
48,600
shares
|
$1.35 Million
0.55% of portfolio
|
Q3 2023
New holding
|
|
|
Polymer Capital Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
48,567
shares
|
$1.35 Million
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
Nov 13, 2025 Q3 2025 |
47,932
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
47,602
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 24.27%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
47,549
shares
|
$1.32 Million
0.38% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
46,957
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.7%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
46,471
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 35.22%
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
45,068
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
43,886
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 19.76%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
43,630
shares
|
$1.21 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
43,556
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 34.38%
|
|
|
Susquehanna Advisors Group, Inc.
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
43,492
shares
|
$1.21 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Oct 22, 2025 Q3 2025 |
43,473
shares
|
$1.21 Million
0.45% of portfolio
|
Q3 2025
Reduced 43.57%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
42,500
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2022
Added 119.16%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
42,329
shares
|
$1.18 Million
0.18% of portfolio
|
Q1 2023
Reduced 42.47%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
41,912
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Bit Capital Gmb H
Berlin, 2M |
Nov 10, 2025 Q3 2025 |
41,831
shares
|
$1.16 Million
0.04% of portfolio
|
Q3 2025
Reduced 98.86%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
41,169
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|