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 $6.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Feb 14, 2025 Q4 2024 |
3,096
shares
|
$36,687
0.01% of portfolio
|
Q4 2024
Reduced 53.27%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
3,000
shares
|
$35,550
0.01% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
New Square Capital LLC
|
Feb 06, 2025 Q4 2024 |
3,000
shares
|
$35,550
0.0% of portfolio
|
Q4 2024
Reduced 40.0%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,992
shares
|
$35,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,850
shares
|
$33,772
0.0% of portfolio
|
Q4 2024
Reduced 44.01%
|
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
2,800
shares
|
$33,180
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,726
shares
|
$32,303
0.0% of portfolio
|
Q4 2024
Added 30.12%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
2,645
shares
|
$31,343
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
2,629
shares
|
$31,153
0.0% of portfolio
|
Q4 2024
Reduced 12.89%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
2,509
shares
|
$29,731
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$29,625
0.0% of portfolio
|
Q3 2023
Reduced 3.85%
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
2,500
shares
|
$29,625
0.02% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,500
shares
|
$29,625
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
2,475
shares
|
$29,328
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
2,200
shares
|
$26,070
0.0% of portfolio
|
Q2 2022
Added 175.0%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2,178
shares
|
$25,809
0.0% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
2,167
shares
|
$25,678
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Feb 14, 2025 Q4 2024 |
2,110
shares
|
$25,003
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$23,700
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
2,000
shares
|
$23,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,966
shares
|
$23,297
0.0% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,952
shares
|
$23,131
0.0% of portfolio
|
Q4 2024
Added 7.96%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
1,750
shares
|
$20,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Feb 10, 2025 Q4 2024 |
1,743
shares
|
$20,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
1,720
shares
|
$20,382
0.01% of portfolio
|
Q2 2024
Reduced 12.69%
|