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 837 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 $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patient Capital Management, LLC
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
4,251,680
shares
|
$50.4 Million
3.36% of portfolio
|
Q4 2024
Reduced 26.64%
|
|
|
Accel Growth Fund V Associates L.L.C.
Palo Alto, CA |
Feb 14, 2025 Q4 2024 |
4,104,459
shares
|
$48.6 Million
60.57% of portfolio
|
Q2 2021
New holding
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,084,871
shares
|
$48.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Squarepoint Ops LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,598,555
shares
|
$42.6 Million
0.06% of portfolio
|
Q4 2024
Added 177.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,563,124
shares
|
$42.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
3,550,996
shares
|
$42.1 Million
0.03% of portfolio
|
Q4 2024
Added 12.55%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
3,366,060
shares
|
$39.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
Feb 13, 2025 Q4 2024 |
3,341,683
shares
|
$39.6 Million
0.14% of portfolio
|
Q4 2024
Added 298.54%
|
|
|
Mizuho Markets Americas LLC
|
Feb 11, 2025 Q4 2024 |
2,908,089
shares
|
$34.5 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Feb 12, 2025 Q4 2024 |
2,740,628
shares
|
$32.5 Million
0.04% of portfolio
|
Q4 2024
Added 123.12%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
2,729,750
shares
|
$32.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 30.72%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
2,705,185
shares
|
$32.1 Million
0.02% of portfolio
|
Q4 2024
Added 58176.28%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
2,686,667
shares
|
$31.8 Million
0.04% of portfolio
|
Q4 2024
Added 583.55%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,519,360
shares
|
$29.9 Million
0.01% of portfolio
|
Q4 2024
Added 17.77%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
2,331,494
shares
|
$27.6 Million
0.14% of portfolio
|
Q4 2024
Added 647.22%
|
|
|
Swiss National Bank
Zurich, V8 |
Feb 10, 2025 Q4 2024 |
1,991,700
shares
|
$23.6 Million
0.02% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,957,581
shares
|
$23.2 Million
0.0% of portfolio
|
Q4 2024
Added 58.95%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
1,862,361
shares
|
$22.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 73.92%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,737,323
shares
|
$20.6 Million
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
California Public Employees Retirement System
Sacramento, CA |
Feb 12, 2025 Q4 2024 |
1,624,450
shares
|
$19.2 Million
0.02% of portfolio
|
Q4 2024
Added 24.82%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,603,340
shares
|
$19 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,518,141
shares
|
$18 Million
0.0% of portfolio
|
Q4 2024
Added 2.79%
|
|
|
State Of Michigan Retirement System
|
Feb 06, 2025 Q4 2024 |
1,500,000
shares
|
$17.8 Million
0.12% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,408,801
shares
|
$16.7 Million
0.0% of portfolio
|
Q4 2024
Added 84.69%
|
|
|
Alliancebernstein L.P.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,286,698
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
Added 234.35%
|