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 |
|---|---|---|---|---|---|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
7,002
shares
|
$194,795
0.0% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
6,837
shares
|
$190,205
0.0% of portfolio
|
Q3 2025
Added 121.62%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
Oct 30, 2025 Q3 2025 |
6,812
shares
|
$189,509
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
6,600
shares
|
$183,612
0.1% of portfolio
|
Q1 2025
Reduced 35.55%
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
6,150
shares
|
$171,093
0.02% of portfolio
|
Q4 2025
Added 14.95%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
6,096
shares
|
$169,590
0.12% of portfolio
|
Q3 2025
Added 9.01%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Nov 18, 2025 Q3 2025 |
5,993
shares
|
$166,725
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
5,851
shares
|
$162,774
0.01% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
5,701
shares
|
$158,601
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
5,550
shares
|
$154,401
0.05% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
5,485
shares
|
$152,592
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
5,380
shares
|
$149,671
0.01% of portfolio
|
Q2 2022
Added 75.13%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
5,325
shares
|
$148,141
0.0% of portfolio
|
Q3 2025
Reduced 41.71%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 20, 2026 Q4 2025 |
5,234
shares
|
$145,609
0.02% of portfolio
|
Q4 2025
Added 1.95%
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
5,166
shares
|
$143,718
0.0% of portfolio
|
Q1 2024
Reduced 67.54%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 20, 2026 Q4 2025 |
5,018
shares
|
$139,600
0.05% of portfolio
|
Q4 2025
Added 0.38%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
4,842
shares
|
$134,704
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
4,585
shares
|
$127,554
0.01% of portfolio
|
Q3 2025
Added 33.44%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,520
shares
|
$125,746
0.01% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
4,240
shares
|
$117,956
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,200
shares
|
$116,844
0.03% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
4,099
shares
|
$114,034
0.01% of portfolio
|
Q4 2025
Reduced 53.69%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
4,000
shares
|
$111,280
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
3,932
shares
|
$109,388
0.0% of portfolio
|
Q3 2025
Added 20.84%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
3,800
shares
|
$105,716
0.05% of portfolio
|
Q2 2025
Added 533.33%
|
|