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 |
|---|---|---|---|---|---|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
11,317
shares
|
$314,838
0.01% of portfolio
|
Q4 2025
Added 27.07%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
11,308
shares
|
$314,588
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
11,199
shares
|
$311,556
0.01% of portfolio
|
Q3 2025
Reduced 53.41%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
11,195
shares
|
$311,444
0.01% of portfolio
|
Q3 2025
Added 453.66%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
11,193
shares
|
$311,389
0.0% of portfolio
|
Q4 2023
Reduced 35.62%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
11,125
shares
|
$309,497
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,093
shares
|
$308,607
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
10,973
shares
|
$305,268
0.02% of portfolio
|
Q4 2025
Reduced 26.39%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
10,928
shares
|
$304,016
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
10,900
shares
|
$303,238
0.05% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
10,784
shares
|
$300,010
0.01% of portfolio
|
Q4 2025
Added 12.76%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
10,750
shares
|
$299,065
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,736
shares
|
$298,675
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
10,670
shares
|
$296,839
0.0% of portfolio
|
Q3 2025
Added 34.94%
|
|
|
B&L Asset Management LLC
Boston, MA |
Oct 22, 2025 Q3 2025 |
10,663
shares
|
$296,644
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
10,565
shares
|
$293,918
0.02% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Parisi Gray Wealth Management
|
Jan 07, 2026 Q4 2025 |
10,545
shares
|
$293,361
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
10,483
shares
|
$291,637
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
10,476
shares
|
$291,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 24, 2025 Q3 2025 |
10,450
shares
|
$290,719
0.16% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
10,353
shares
|
$288,020
0.03% of portfolio
|
Q4 2025
Added 14.89%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,227
shares
|
$284,515
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
10,207
shares
|
$283,958
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
10,127
shares
|
$281,733
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Diligent Investors, LLC
|
Jan 22, 2026 Q4 2025 |
10,120
shares
|
$281,538
0.08% of portfolio
|
Q4 2025
Added 22.37%
|
|