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 |
|---|---|---|---|---|---|
|
Future Financial Wealth Managment LLC
|
Jan 21, 2026 Q4 2025 |
12,500
shares
|
$347,750
0.23% of portfolio
|
Q3 2025
Reduced 13.79%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2025 Q3 2025 |
12,446
shares
|
$346,247
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
12,435
shares
|
$345,941
0.0% of portfolio
|
Q2 2024
Reduced 25.78%
|
|
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
Nov 05, 2025 Q3 2025 |
12,429
shares
|
$345,774
0.22% of portfolio
|
Q3 2025
Added 16.16%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 20, 2026 Q4 2025 |
12,381
shares
|
$344,439
0.01% of portfolio
|
Q4 2025
Reduced 47.82%
|
|
|
Prostatis Group LLC
Hanover, MD |
Nov 04, 2025 Q3 2025 |
12,261
shares
|
$341,101
0.08% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
12,254
shares
|
$340,906
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
12,163
shares
|
$338,374
0.0% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Jan 14, 2026 Q4 2025 |
12,136
shares
|
$337,623
0.16% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
12,084
shares
|
$336,176
0.0% of portfolio
|
Q3 2025
Reduced 27.21%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
12,050
shares
|
$335,231
0.01% of portfolio
|
Q4 2025
Reduced 2.73%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 15, 2026 Q4 2025 |
12,036
shares
|
$334,841
0.0% of portfolio
|
Q4 2025
Added 35.28%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
12,026
shares
|
$334,563
0.07% of portfolio
|
Q3 2024
Added 11.35%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
11,992
shares
|
$333,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
11,968
shares
|
$332,949
0.01% of portfolio
|
Q4 2025
Reduced 11.36%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Nov 05, 2025 Q3 2025 |
11,872
shares
|
$330,279
0.09% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
White Wing Wealth Management
The Wodlands, TX |
Jan 15, 2026 Q4 2025 |
11,870
shares
|
$330,223
0.2% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
11,858
shares
|
$329,889
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
11,693
shares
|
$325,299
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jan 14, 2026 Q4 2025 |
11,589
shares
|
$322,405
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2026 Q4 2025 |
11,526
shares
|
$320,653
0.05% of portfolio
|
Q4 2025
Added 0.88%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 23, 2026 Q4 2025 |
11,500
shares
|
$319,930
0.09% of portfolio
|
Q4 2024
Added 91.67%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jan 20, 2026 Q4 2025 |
11,440
shares
|
$318,260
0.04% of portfolio
|
Q4 2025
Added 3.77%
|
|
|
Rydar Equities, Inc.
Weatherford, TX |
Jan 21, 2026 Q4 2025 |
11,409
shares
|
$317,398
0.23% of portfolio
|
Q4 2025
Reduced 1.3%
|
|
|
Main Street Financial Solutions, LLC
|
Nov 14, 2025 Q3 2025 |
11,393
shares
|
$316,953
0.02% of portfolio
|
Q3 2025
New holding
|
|