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 $6.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
635,594
shares
|
$7.53 Million
0.01% of portfolio
|
Q4 2024
Added 28.55%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
630,170
shares
|
$7.47 Million
0.49% of portfolio
|
Q4 2024
Reduced 22.54%
|
|
|
Berkshire Capital Holdings Inc
San Jose, CA |
Feb 11, 2025 Q4 2024 |
620,810
shares
|
$7.36 Million
3.95% of portfolio
|
Q4 2024
Added 6208000.0%
|
|
|
Trexquant Investment LP
Stamford, CT |
Feb 12, 2025 Q4 2024 |
617,831
shares
|
$7.32 Million
0.12% of portfolio
|
Q4 2024
Added 282.0%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
592,930
shares
|
$7.03 Million
0.49% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
587,790
shares
|
$6.97 Million
0.18% of portfolio
|
Q4 2024
Reduced 71.13%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
575,987
shares
|
$6.83 Million
0.7% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
574,502
shares
|
$6.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 74.0%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
558,783
shares
|
$6.62 Million
0.26% of portfolio
|
Q4 2024
Reduced 55.57%
|
|
|
New York State Common Retirement Fund
|
Jan 31, 2025 Q4 2024 |
543,987
shares
|
$6.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
531,363
shares
|
$6.3 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
522,312
shares
|
$6.19 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Mark Asset Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
520,513
shares
|
$6.17 Million
0.97% of portfolio
|
Q4 2024
Reduced 48.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
520,044
shares
|
$6.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 35.18%
|
|
|
Soros Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
515,500
shares
|
$6.11 Million
1.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
507,619
shares
|
$6.02 Million
0.02% of portfolio
|
Q4 2024
Reduced 28.04%
|
|
|
Ardmore Road Asset Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
500,000
shares
|
$5.93 Million
1.27% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
477,385
shares
|
$5.66 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.76%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
477,206
shares
|
$5.65 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Janus Henderson Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
465,995
shares
|
$5.52 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Treasurer Of The State Of North Carolina
|
Feb 13, 2025 Q4 2024 |
464,917
shares
|
$5.51 Million
0.03% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
448,460
shares
|
$5.31 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
447,916
shares
|
$5.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 42.28%
|
|
|
Anderson Hoagland & CO
|
Jan 21, 2025 Q4 2024 |
445,977
shares
|
$5.28 Million
0.74% of portfolio
|
Q1 2024
Added 11.22%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
445,936
shares
|
$5.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.88%
|