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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
440,157
shares
|
$5.22 Million
0.01% of portfolio
|
Q4 2024
Added 11.24%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
438,867
shares
|
$5.2 Million
1.33% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
438,581
shares
|
$5.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 50.62%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
410,280
shares
|
$4.86 Million
3.27% of portfolio
|
Q4 2024
Reduced 7.19%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
408,997
shares
|
$4.85 Million
0.09% of portfolio
|
Q3 2022
Added 103.4%
|
|
|
Kodai Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
386,064
shares
|
$4.57 Million
0.24% of portfolio
|
Q4 2024
Reduced 70.99%
|
|
|
State Of New Jersey Common Pension Fund D
|
Jan 31, 2025 Q4 2024 |
384,628
shares
|
$4.56 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
Feb 11, 2025 Q4 2024 |
381,154
shares
|
$4.52 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
365,439
shares
|
$4.33 Million
0.09% of portfolio
|
Q4 2024
Added 47.86%
|
|
|
Public Employees Retirement System Of Ohio
Columbus, OH |
Feb 18, 2025 Q4 2024 |
363,209
shares
|
$4.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
357,890
shares
|
$4.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 34.02%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
352,798
shares
|
$4.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.53%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
350,532
shares
|
$4.15 Million
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
338,213
shares
|
$4.01 Million
0.5% of portfolio
|
Q4 2024
Added 8355.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
335,655
shares
|
$3.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.59%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
333,426
shares
|
$3.95 Million
0.53% of portfolio
|
Q4 2024
Added 201.47%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
330,674
shares
|
$3.92 Million
0.17% of portfolio
|
Q4 2024
Reduced 54.52%
|
|
|
Eam Global Investors LLC
Solana Beach, CA |
Feb 13, 2025 Q4 2024 |
330,577
shares
|
$3.92 Million
1.08% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
328,370
shares
|
$3.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
325,733
shares
|
$3.86 Million
0.01% of portfolio
|
Q4 2024
Added 71.36%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
321,940
shares
|
$3.81 Million
0.25% of portfolio
|
Q4 2023
Added 8.4%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
311,749
shares
|
$3.69 Million
1.86% of portfolio
|
Q3 2024
New holding
|
|
|
Algert Global LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
310,367
shares
|
$3.68 Million
0.11% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
309,143
shares
|
$3.66 Million
1.22% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
299,894
shares
|
$3.55 Million
0.05% of portfolio
|
Q4 2024
Reduced 45.32%
|