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 |
|---|---|---|---|---|---|
|
Clay Northam Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
16,665
shares
|
$463,620
0.26% of portfolio
|
Q1 2025
Added 8.67%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 20, 2026 Q4 2025 |
16,590
shares
|
$461,533
0.02% of portfolio
|
Q4 2025
Added 7.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
16,581
shares
|
$461,283
0.13% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Albion Financial Group
|
Jan 21, 2026 Q4 2025 |
16,415
shares
|
$456,665
0.03% of portfolio
|
Q3 2022
Reduced 50.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
16,375
shares
|
$455,552
0.07% of portfolio
|
Q4 2025
Added 0.31%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
16,341
shares
|
$454,606
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
16,323
shares
|
$454,105
0.06% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 21, 2026 Q4 2025 |
16,300
shares
|
$453,466
0.12% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Riverwood Capital Management Ltd.
|
Nov 14, 2024 Q3 2024 |
16,077
shares
|
$447,262
0.32% of portfolio
|
Q4 2023
Reduced 25.0%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
16,061
shares
|
$446,817
0.17% of portfolio
|
Q3 2025
Reduced 36.19%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
16,000
shares
|
$445,120
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
15,883
shares
|
$441,865
0.01% of portfolio
|
Q3 2025
Reduced 27.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
15,875
shares
|
$441,642
0.02% of portfolio
|
Q4 2025
Added 14.36%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
15,836
shares
|
$440,557
0.07% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
15,723
shares
|
$437,413
0.01% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Yousif Capital Management, LLC
|
Jan 21, 2026 Q4 2025 |
15,710
shares
|
$437,052
0.01% of portfolio
|
Q4 2025
Added 21.43%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
15,710
shares
|
$437,052
0.12% of portfolio
|
Q2 2025
Added 25.83%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
15,416
shares
|
$428,873
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,216
shares
|
$423,309
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2025 Q3 2025 |
15,110
shares
|
$420,360
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 14, 2026 Q4 2025 |
15,047
shares
|
$418,607
0.02% of portfolio
|
Q4 2025
Reduced 8.27%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,044
shares
|
$418,524
0.01% of portfolio
|
Q4 2025
Added 56.94%
|
|
|
Advanced Portfolio Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,000
shares
|
$417,300
1.03% of portfolio
|
Q3 2025
New holding
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
14,991
shares
|
$417,049
0.0% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
14,967
shares
|
$416,381
0.03% of portfolio
|
Q3 2025
Reduced 84.63%
|
|