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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 20, 2026 Q4 2025 |
29,292
shares
|
$814,903
0.28% of portfolio
|
Q4 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
28,710
shares
|
$798,712
0.01% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 12, 2026 Q4 2025 |
28,586
shares
|
$795,262
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
28,549
shares
|
$794,233
0.08% of portfolio
|
Q4 2025
Added 0.92%
|
|
|
Rpg Investment Advisory, LLC
|
Jan 20, 2026 Q4 2025 |
28,250
shares
|
$785,915
0.08% of portfolio
|
Q4 2025
Reduced 2.08%
|
|
|
Volterra Technologies LP
New York, NY |
Nov 13, 2025 Q3 2025 |
28,123
shares
|
$782,381
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
28,111
shares
|
$782,048
0.01% of portfolio
|
Q3 2025
Added 4.41%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
28,035
shares
|
$779,933
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
28,002
shares
|
$779,015
0.02% of portfolio
|
Q3 2025
Reduced 6.31%
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
27,543
shares
|
$766,246
0.03% of portfolio
|
Q4 2025
Added 14.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
27,276
shares
|
$758,818
0.03% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
27,234
shares
|
$757,649
0.03% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
27,188
shares
|
$756,370
0.03% of portfolio
|
Q3 2025
Added 116.84%
|
|
|
Numerai Gp LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
26,478
shares
|
$736,617
0.1% of portfolio
|
Q3 2025
Reduced 16.24%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
26,402
shares
|
$734,503
0.1% of portfolio
|
Q4 2025
Reduced 15.92%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
26,398
shares
|
$734,392
0.02% of portfolio
|
Q3 2025
Added 44.13%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
26,248
shares
|
$730,219
0.3% of portfolio
|
Q3 2025
Reduced 10.98%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
26,239
shares
|
$729,968
0.0% of portfolio
|
Q3 2025
Added 7.77%
|
|
|
Hexagon Capital Partners LLC
|
Nov 13, 2025 Q3 2025 |
26,186
shares
|
$728,494
0.14% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
26,063
shares
|
$725,072
0.02% of portfolio
|
Q4 2025
Added 10.54%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
26,000
shares
|
$723,320
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
25,946
shares
|
$721,817
0.06% of portfolio
|
Q1 2024
Reduced 37.14%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
25,700
shares
|
$714,974
0.23% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
25,624
shares
|
$712,859
0.02% of portfolio
|
Q3 2025
Reduced 50.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
25,604
shares
|
$712,303
0.0% of portfolio
|
Q3 2025
Added 6.27%
|
|