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 |
|---|---|---|---|---|---|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$3,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
300
shares
|
$3,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
300
shares
|
$3,555
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Feb 14, 2025 Q4 2024 |
300
shares
|
$3,555
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$3,555
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
282
shares
|
$3,341
0.0% of portfolio
|
Q4 2024
Added 25.89%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
280
shares
|
$3,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
280
shares
|
$3,318
0.0% of portfolio
|
Q4 2024
Reduced 75.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
253
shares
|
$2,998
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
252
shares
|
$2,986
0.0% of portfolio
|
Q4 2024
Added 2000.0%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
250
shares
|
$2,962
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
250
shares
|
$2,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
241
shares
|
$2,855
0.0% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
239
shares
|
$2,832
0.0% of portfolio
|
Q4 2024
Reduced 98.3%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
238
shares
|
$2,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
224
shares
|
$2,654
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
210
shares
|
$2,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
200
shares
|
$2,370
0.0% of portfolio
|
Q2 2024
Reduced 45.36%
|
|
|
Kathleen S. Wright Associates Inc.
|
Jan 24, 2025 Q4 2024 |
200
shares
|
$2,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Feb 11, 2025 Q4 2024 |
200
shares
|
$2,370
0.0% of portfolio
|
Q4 2021
Added 33.33%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Feb 18, 2025 Q4 2024 |
200
shares
|
$2,370
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
164
shares
|
$1,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
151
shares
|
$1,789
0.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
142
shares
|
$1,682
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
139
shares
|
$1,647
0.0% of portfolio
|
Q4 2024
Added 33.65%
|