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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
35,321
shares
|
$982,630
0.02% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Mangrove Partners
New York, NY |
Nov 14, 2025 Q3 2025 |
35,013
shares
|
$974,061
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
34,770
shares
|
$967,301
0.46% of portfolio
|
Q3 2025
Reduced 14.76%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
34,648
shares
|
$963,907
0.01% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
34,559
shares
|
$961,431
0.03% of portfolio
|
Q3 2025
Added 42.75%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
33,907
shares
|
$943,292
0.01% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
33,743
shares
|
$938,730
0.02% of portfolio
|
Q4 2025
Added 0.28%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
33,705
shares
|
$937,673
0.02% of portfolio
|
Q2 2025
Reduced 48.45%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
33,138
shares
|
$921,899
0.03% of portfolio
|
Q3 2025
Added 17.51%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
32,831
shares
|
$913,358
2.17% of portfolio
|
Q4 2022
Reduced 6.32%
|
|
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
Nov 14, 2025 Q3 2025 |
32,565
shares
|
$905,958
0.32% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
32,133
shares
|
$893,940
0.02% of portfolio
|
Q3 2025
Added 10.88%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
31,931
shares
|
$888,320
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
31,526
shares
|
$877,053
0.02% of portfolio
|
Q3 2025
Added 35.77%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
31,388
shares
|
$873,214
0.03% of portfolio
|
Q3 2025
Added 13.92%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 12, 2026 Q4 2025 |
31,255
shares
|
$869,514
0.1% of portfolio
|
Q4 2025
Added 40.93%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
Nov 12, 2025 Q3 2025 |
31,145
shares
|
$866,453
0.12% of portfolio
|
Q3 2025
Reduced 83.72%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
31,112
shares
|
$865,535
0.01% of portfolio
|
Q3 2025
Reduced 6.26%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Jan 15, 2026 Q4 2025 |
31,081
shares
|
$864,673
0.1% of portfolio
|
Q4 2025
Reduced 41.89%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Oct 31, 2025 Q3 2025 |
30,948
shares
|
$860,973
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Oct 27, 2025 Q3 2025 |
30,400
shares
|
$845,728
0.32% of portfolio
|
Q3 2025
Reduced 47.86%
|
|
|
Everence Capital Management Inc
|
Oct 01, 2025 Q3 2025 |
30,382
shares
|
$845,227
0.05% of portfolio
|
Q3 2025
Added 14.39%
|
|
|
Vgi Partners LTD
Sydney, Nsw, C3 |
Nov 12, 2025 Q3 2025 |
30,007
shares
|
$834,794
0.06% of portfolio
|
Q3 2025
Reduced 13.06%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
29,782
shares
|
$828,535
0.02% of portfolio
|
Q3 2025
Added 27.9%
|
|
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
29,677
shares
|
$825,614
0.02% of portfolio
|
Q4 2025
New holding
|
|