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 |
|---|---|---|---|---|---|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
41,087
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.8%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
40,140
shares
|
$1.12 Million
0.07% of portfolio
|
Q3 2025
Added 212.2%
|
|
|
Bochk Asset Management LTD
Hong Kong, K3 |
Nov 12, 2025 Q3 2025 |
40,000
shares
|
$1.11 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Quest Partners LLC
New York, NY |
Nov 03, 2025 Q3 2025 |
39,839
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Center Star Asset Management, LLC
|
Oct 20, 2025 Q3 2025 |
39,511
shares
|
$1.1 Million
2.01% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
38,984
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,746
shares
|
$1.08 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
38,645
shares
|
$1.08 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
38,578
shares
|
$1.07 Million
0.35% of portfolio
|
Q4 2025
Reduced 1.02%
|
|
|
Ritholtz Wealth Management
|
Jan 22, 2026 Q4 2025 |
38,500
shares
|
$1.07 Million
0.02% of portfolio
|
Q4 2025
Added 33.68%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
38,472
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Nov 12, 2025 Q3 2025 |
38,364
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
38,344
shares
|
$1.07 Million
0.15% of portfolio
|
Q1 2024
Reduced 12.56%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
38,027
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Davenport & CO LLC
|
Jan 12, 2026 Q4 2025 |
37,414
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2025
Reduced 1.82%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 16, 2026 Q4 2025 |
37,140
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
37,084
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Castleark Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
37,000
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
36,675
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 52.6%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
36,445
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2025
Added 57.3%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
36,366
shares
|
$1.01 Million
0.15% of portfolio
|
Q3 2025
Reduced 18.4%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
36,090
shares
|
$1 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
35,996
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 47.52%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 21, 2025 Q3 2025 |
35,950
shares
|
$1 Million
0.12% of portfolio
|
Q3 2024
Reduced 10.01%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
35,736
shares
|
$994,175
0.05% of portfolio
|
Q3 2025
Added 17.45%
|
|