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 |
|---|---|---|---|---|---|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jan 20, 2026 Q4 2025 |
13,607
shares
|
$378,546
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Plum Street Advisors, LLC
New Orleans, LA |
Nov 13, 2025 Q3 2025 |
13,577
shares
|
$377,712
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
13,400
shares
|
$372,788
0.14% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
David J Yvars Group
|
Jan 12, 2026 Q4 2025 |
13,300
shares
|
$370,006
0.18% of portfolio
|
Q4 2025
Added 12.52%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,250
shares
|
$368,615
0.0% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
13,237
shares
|
$368,253
0.0% of portfolio
|
Q4 2025
Added 18.26%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 23, 2026 Q4 2025 |
13,190
shares
|
$366,945
0.01% of portfolio
|
Q4 2025
Added 17.87%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jan 07, 2026 Q4 2025 |
13,175
shares
|
$366,528
0.1% of portfolio
|
Q4 2025
Reduced 26.21%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
13,150
shares
|
$365,833
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
13,040
shares
|
$362,772
0.02% of portfolio
|
Q3 2025
Reduced 30.66%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
13,015
shares
|
$362,077
0.11% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
13,000
shares
|
$361,660
0.0% of portfolio
|
Q4 2021
Reduced 0.57%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,000
shares
|
$361,660
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
12,954
shares
|
$360,380
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
12,932
shares
|
$359,768
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
12,929
shares
|
$359,684
0.28% of portfolio
|
Q3 2025
Reduced 17.39%
|
|
|
Alpine Global Management, LLC
New York, NY |
Nov 21, 2025 Q3 2025 |
12,911
shares
|
$359,184
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,906
shares
|
$359,044
0.02% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
12,902
shares
|
$358,933
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
12,841
shares
|
$357,236
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
12,798
shares
|
$356,040
0.0% of portfolio
|
Q3 2025
Reduced 22.19%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
12,700
shares
|
$353,314
0.14% of portfolio
|
Q3 2025
Added 12.39%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
12,681
shares
|
$352,785
0.0% of portfolio
|
Q3 2025
Added 15.45%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
12,637
shares
|
$351,561
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
12,606
shares
|
$350,698
0.07% of portfolio
|
Q3 2025
Reduced 12.91%
|
|