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 |
|---|---|---|---|---|---|
|
Quarry LP
New York, NY |
Nov 14, 2025 Q3 2025 |
401
shares
|
$11,155
0.0% of portfolio
|
Q3 2025
Reduced 95.93%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
400
shares
|
$11,128
0.01% of portfolio
|
Q3 2025
Added 166.67%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
400
shares
|
$11,128
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jan 16, 2026 Q4 2025 |
397
shares
|
$11,044
0.0% of portfolio
|
Q1 2025
Reduced 47.21%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
392
shares
|
$10,905
0.0% of portfolio
|
Q2 2022
Reduced 1.26%
|
|
|
Prairie View Partners, LLC
|
Jul 24, 2025 Q2 2025 |
380
shares
|
$10,571
0.0% of portfolio
|
Q4 2023
Added 0.26%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
342
shares
|
$9,514
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 05, 2026 Q4 2025 |
340
shares
|
$9,458
0.0% of portfolio
|
Q4 2025
Added 30.77%
|
|
|
Danske Bank A/S
Copenhagen K, G7 |
Nov 13, 2025 Q3 2025 |
335
shares
|
$9,319
0.0% of portfolio
|
Q2 2025
Reduced 83.92%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
328
shares
|
$9,124
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
304
shares
|
$8,457
0.01% of portfolio
|
Q4 2025
Added 8.19%
|
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
300
shares
|
$8,346
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
300
shares
|
$8,346
0.0% of portfolio
|
Q3 2025
Added 200.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
300
shares
|
$8,346
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
300
shares
|
$8,346
0.0% of portfolio
|
Q2 2024
Reduced 62.5%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
298
shares
|
$8,290
0.0% of portfolio
|
Q3 2025
Reduced 71.1%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
284
shares
|
$7,900
0.0% of portfolio
|
Q3 2025
Added 1394.74%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
272
shares
|
$7,567
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
263
shares
|
$7,316
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
261
shares
|
$7,261
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
260
shares
|
$7,233
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Nov 12, 2025 Q3 2025 |
260
shares
|
$7,233
0.0% of portfolio
|
Q2 2025
Added 25900.0%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
257
shares
|
$7,149
0.0% of portfolio
|
Q3 2025
Added 3571.43%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
253
shares
|
$7,038
0.0% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 27, 2025 Q3 2025 |
250
shares
|
$6,955
0.0% of portfolio
|
Q3 2025
New holding
|
|