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 |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
8,475
shares
|
$235,774
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Oct 24, 2025 Q3 2025 |
8,450
shares
|
$235,079
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jan 23, 2026 Q4 2025 |
8,370
shares
|
$232,853
0.07% of portfolio
|
Q4 2025
Reduced 74.78%
|
|
|
Lake Street Financial LLC
|
Jan 07, 2026 Q4 2025 |
8,368
shares
|
$232,797
0.03% of portfolio
|
Q4 2025
Added 4.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
8,315
shares
|
$231,323
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
8,276
shares
|
$230,238
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
8,262
shares
|
$229,848
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
8,249
shares
|
$229,487
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
8,208
shares
|
$228,346
0.0% of portfolio
|
Q3 2025
Reduced 50.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
8,167
shares
|
$227,205
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,099
shares
|
$225,314
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
8,067
shares
|
$224,423
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 30, 2025 Q3 2025 |
8,000
shares
|
$222,560
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$222,560
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
8,000
shares
|
$222,560
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
7,970
shares
|
$221,725
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,839
shares
|
$218,080
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 13, 2026 Q4 2025 |
7,816
shares
|
$217,441
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
7,742
shares
|
$215,382
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cogent Blue Wealth Advisors, LLC
Knoxville, TN |
Jan 16, 2026 Q4 2025 |
7,646
shares
|
$212,711
0.14% of portfolio
|
Q4 2025
New holding
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
7,609
shares
|
$211,682
0.02% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
7,427
shares
|
$206,619
0.02% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Advisor Net Financial, Inc
|
Jan 20, 2026 Q4 2025 |
7,213
shares
|
$200,665
0.01% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
7,197
shares
|
$200,220
0.11% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Nov 14, 2025 Q3 2025 |
7,185
shares
|
$199,886
0.0% of portfolio
|
Q3 2025
New holding
|
|