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 |
|---|---|---|---|---|---|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
19,000
shares
|
$528,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
18,966
shares
|
$527,634
0.0% of portfolio
|
Q4 2025
Reduced 14.73%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
18,716
shares
|
$520,679
0.02% of portfolio
|
Q3 2025
Added 65.67%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
18,711
shares
|
$520,540
0.03% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Eventide Asset Management, LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
18,668
shares
|
$519,343
0.01% of portfolio
|
Q3 2025
Added 19.41%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
18,628
shares
|
$518,230
0.01% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
18,490
shares
|
$514,391
0.24% of portfolio
|
Q3 2021
New holding
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Nov 03, 2025 Q3 2025 |
18,451
shares
|
$513,306
0.2% of portfolio
|
Q3 2025
Reduced 15.39%
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
18,186
shares
|
$505,934
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
18,186
shares
|
$505,934
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
18,003
shares
|
$500,843
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Klcm Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
17,977
shares
|
$500,120
0.05% of portfolio
|
Q3 2025
Added 47.35%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
17,748
shares
|
$493,749
0.02% of portfolio
|
Q3 2025
Reduced 54.53%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
17,516
shares
|
$487,295
0.16% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
17,463
shares
|
$485,820
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2025 Q3 2025 |
17,384
shares
|
$483,622
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aldebaran Financial Inc.
|
Jan 23, 2026 Q4 2025 |
17,360
shares
|
$482,955
0.46% of portfolio
|
Q4 2025
Reduced 28.31%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
17,333
shares
|
$482,204
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
17,333
shares
|
$482,204
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
17,325
shares
|
$481,981
0.16% of portfolio
|
Q3 2025
Added 6.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
17,313
shares
|
$481,647
0.08% of portfolio
|
Q1 2023
Added 22.24%
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
16,850
shares
|
$468,767
0.05% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Mayfair Advisory Group, LLC
Birmingham, AL |
Jan 21, 2026 Q4 2025 |
16,778
shares
|
$466,763
0.22% of portfolio
|
Q4 2025
Added 9.77%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
16,705
shares
|
$464,733
0.02% of portfolio
|
Q3 2025
Reduced 56.08%
|
|
|
Avestar Capital, LLC
|
Nov 07, 2025 Q3 2025 |
16,697
shares
|
$464,510
0.03% of portfolio
|
Q3 2025
Added 14.5%
|
|