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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,430
shares
|
$39,782
0.0% of portfolio
|
Q3 2025
Added 7.92%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 12, 2025 Q3 2025 |
1,430
shares
|
$39,782
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
1,400
shares
|
$38,948
0.02% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
1,360
shares
|
$37,835
0.02% of portfolio
|
Q4 2025
Added 1.42%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,351
shares
|
$37,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,325
shares
|
$36,861
0.0% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Nov 05, 2025 Q3 2025 |
1,300
shares
|
$36,166
0.01% of portfolio
|
Q3 2025
Added 52.94%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
1,286
shares
|
$35,776
0.01% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
1,279
shares
|
$35,581
0.01% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,255
shares
|
$34,914
0.0% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
1,250
shares
|
$34,775
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
1,230
shares
|
$34,218
0.01% of portfolio
|
Q3 2025
Added 693.55%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
1,200
shares
|
$33,384
0.01% of portfolio
|
Q3 2025
Added 3.36%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
1,200
shares
|
$33,384
0.0% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,200
shares
|
$33,384
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
1,176
shares
|
$32,716
0.01% of portfolio
|
Q3 2025
Reduced 48.87%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2026 Q4 2025 |
1,173
shares
|
$32,632
0.0% of portfolio
|
Q4 2025
Added 4.83%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
1,168
shares
|
$32,493
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
1,157
shares
|
$32,187
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,148
shares
|
$31,937
0.0% of portfolio
|
Q3 2025
Reduced 80.73%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 20, 2026 Q4 2025 |
1,115
shares
|
$31,019
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
1,095
shares
|
$30,462
0.0% of portfolio
|
Q1 2024
Added 10.05%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,075
shares
|
$29,906
0.0% of portfolio
|
Q3 2025
Reduced 78.72%
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jan 06, 2026 Q4 2025 |
1,071
shares
|
$29,795
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
1,070
shares
|
$29,767
0.01% of portfolio
|
Q4 2025
Added 7.0%
|
|