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 834 institutions that hold shares in the stock, with a total of 523 Million shares, which have been reported (via 13F filing form) to have a value of $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,186
shares
|
$215,504
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
18,076
shares
|
$214,200
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
17,997
shares
|
$213,264
0.07% of portfolio
|
Q4 2024
Added 72.22%
|
|
|
Keystone Financial Services, LLC
Omaha, NE |
Mar 14, 2025 Q4 2024 |
17,856
shares
|
$211,593
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
17,850
shares
|
$211,522
0.13% of portfolio
|
Q4 2024
Reduced 55.86%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
17,786
shares
|
$210,764
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
17,530
shares
|
$207,730
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
17,475
shares
|
$207,078
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,463
shares
|
$206,936
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,313
shares
|
$205,159
0.08% of portfolio
|
Q1 2023
Added 22.24%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
17,220
shares
|
$204,057
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Feb 18, 2025 Q4 2024 |
17,212
shares
|
$203,962
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
17,186
shares
|
$203,654
0.0% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
17,181
shares
|
$203,594
0.0% of portfolio
|
Q4 2024
Reduced 27.45%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
17,140
shares
|
$203,109
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,031
shares
|
$201,817
0.04% of portfolio
|
Q4 2024
Reduced 79.62%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
16,889
shares
|
$200,134
0.01% of portfolio
|
Q4 2024
Added 105.66%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
16,773
shares
|
$198,760
0.07% of portfolio
|
Q4 2024
Reduced 8.71%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
16,549
shares
|
$196,105
0.02% of portfolio
|
Q4 2024
Added 52.5%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
16,548
shares
|
$196,093
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Maven Securities LTD
St Helier, Y9 |
Feb 13, 2025 Q4 2024 |
16,500
shares
|
$195,525
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Albion Financial Group
|
Jan 17, 2025 Q4 2024 |
16,415
shares
|
$194,517
0.02% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
16,406
shares
|
$194,411
0.03% of portfolio
|
Q4 2024
Added 9.64%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
16,300
shares
|
$193,155
0.08% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
16,202
shares
|
$191,993
0.04% of portfolio
|
Q2 2024
Added 0.09%
|