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 |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Oct 20, 2025 Q3 2025 |
21,650
shares
|
$602,303
0.23% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
One8zero8, LLC
Greensboro, NC |
Nov 03, 2025 Q3 2025 |
21,550
shares
|
$599,521
0.12% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
21,481
shares
|
$597,601
0.0% of portfolio
|
Q3 2025
Added 92.45%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
21,469
shares
|
$597,267
0.04% of portfolio
|
Q3 2025
Reduced 4.89%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
21,369
shares
|
$594,485
0.31% of portfolio
|
Q4 2025
Reduced 18.56%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
21,300
shares
|
$592,566
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
21,267
shares
|
$591,647
0.02% of portfolio
|
Q4 2025
Added 14.57%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
21,075
shares
|
$586,306
0.39% of portfolio
|
Q3 2025
Reduced 77.99%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2025 Q3 2025 |
20,879
shares
|
$580,853
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 08, 2026 Q4 2025 |
20,249
shares
|
$563,327
0.12% of portfolio
|
Q4 2025
Reduced 5.29%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
20,201
shares
|
$561,991
0.09% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$556,400
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
19,838
shares
|
$551,893
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
19,585
shares
|
$544,854
0.02% of portfolio
|
Q4 2025
Added 31.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
19,554
shares
|
$543,992
0.0% of portfolio
|
Q3 2025
Reduced 15.02%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Jan 21, 2026 Q4 2025 |
19,546
shares
|
$543,769
0.0% of portfolio
|
Q4 2025
Added 79.8%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
19,533
shares
|
$543,408
0.04% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
19,530
shares
|
$543,324
0.09% of portfolio
|
Q3 2025
Reduced 8.61%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
19,500
shares
|
$542,490
0.36% of portfolio
|
Q3 2025
Reduced 37.7%
|
|
|
Thrive Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
19,492
shares
|
$542,267
0.08% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2025 Q3 2025 |
19,475
shares
|
$541,794
0.02% of portfolio
|
Q3 2025
Added 10.23%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
19,375
shares
|
$539,012
0.33% of portfolio
|
Q3 2025
Reduced 16.85%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
19,299
shares
|
$536,898
0.01% of portfolio
|
Q4 2025
Added 12.74%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
19,095
shares
|
$531,222
0.17% of portfolio
|
Q3 2025
Added 13.8%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
19,062
shares
|
$530,304
0.0% of portfolio
|
Q3 2025
New holding
|
|