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 |
|---|---|---|---|---|---|
|
Magnetar Financial LLC
Evanston, IL |
Nov 13, 2025 Q3 2025 |
25,566
shares
|
$711,246
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
25,459
shares
|
$708,269
0.01% of portfolio
|
Q3 2025
Reduced 18.11%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
25,380
shares
|
$706,071
0.3% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Slt Holdings LLC
Scottsdale, AZ |
Oct 23, 2025 Q3 2025 |
25,237
shares
|
$702,093
0.43% of portfolio
|
Q3 2025
Added 13.78%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
25,100
shares
|
$698,282
0.07% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
|
Traynor Capital Management, Inc.
|
Jan 12, 2026 Q4 2025 |
24,703
shares
|
$687,237
0.04% of portfolio
|
Q4 2025
Added 4.54%
|
|
|
Aton Ra Partners
Geneva, V8 |
Feb 05, 2024 Q4 2023 |
24,603
shares
|
$684,455
0.49% of portfolio
|
Q4 2023
Reduced 24.11%
|
|
|
Robeco Institutional Asset Management B.V.
|
Jan 22, 2026 Q4 2025 |
24,455
shares
|
$680,338
0.0% of portfolio
|
Q4 2025
Added 24.58%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
24,250
shares
|
$674,635
0.01% of portfolio
|
Q2 2021
Reduced 88.45%
|
|
|
Aigen Investment Management, LP
|
Nov 14, 2025 Q3 2025 |
23,952
shares
|
$666,344
0.11% of portfolio
|
Q3 2025
Reduced 64.71%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
23,406
shares
|
$651,154
0.14% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
23,209
shares
|
$645,674
0.0% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
22,901
shares
|
$637,105
0.01% of portfolio
|
Q3 2025
Added 22.62%
|
|
|
Capital Advisors Inc
|
Jan 15, 2026 Q4 2025 |
22,813
shares
|
$634,657
0.01% of portfolio
|
Q4 2025
Added 23.6%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
22,594
shares
|
$628,565
0.01% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
22,442
shares
|
$624,336
0.01% of portfolio
|
Q4 2025
Reduced 37.97%
|
|
|
Emerald Mutual Fund Advisers Trust
|
Oct 30, 2025 Q3 2025 |
22,392
shares
|
$622,945
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
22,255
shares
|
$619,134
0.03% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
22,167
shares
|
$616,685
0.29% of portfolio
|
Q3 2023
Added 45.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,118
shares
|
$615,322
0.01% of portfolio
|
Q3 2025
Reduced 79.49%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
22,100
shares
|
$614,822
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mainstay Capital Management LLC
|
Dec 09, 2025 Q3 2025 |
22,062
shares
|
$613,764
0.06% of portfolio
|
Q3 2025
Reduced 46.47%
|
|
|
Joule Financial, LLC
|
Jan 20, 2026 Q4 2025 |
21,981
shares
|
$611,511
0.18% of portfolio
|
Q4 2025
Reduced 2.5%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
21,935
shares
|
$610,231
0.02% of portfolio
|
Q4 2024
Reduced 33.6%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
21,790
shares
|
$606,197
0.0% of portfolio
|
Q3 2025
Added 17.02%
|
|