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 |
|---|---|---|---|---|---|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
299,605
shares
|
$3.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 51.98%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
299,446
shares
|
$3.55 Million
0.49% of portfolio
|
Q4 2024
Reduced 60.24%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
296,172
shares
|
$3.51 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Arizona State Retirement System
|
Feb 06, 2025 Q4 2024 |
293,794
shares
|
$3.48 Million
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
290,992
shares
|
$3.45 Million
0.17% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Pdt Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
290,557
shares
|
$3.44 Million
0.45% of portfolio
|
Q4 2024
Reduced 60.77%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
290,157
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
American Century Companies Inc
Kansas City, MO |
Feb 11, 2025 Q4 2024 |
289,198
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
286,461
shares
|
$3.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 23.77%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
280,791
shares
|
$3.33 Million
0.04% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
277,544
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
277,535
shares
|
$3.29 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
277,393
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
276,890
shares
|
$3.28 Million
0.01% of portfolio
|
Q4 2024
Added 19.96%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
262,979
shares
|
$3.12 Million
0.0% of portfolio
|
Q4 2024
Added 104.4%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
255,706
shares
|
$3.03 Million
0.12% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Must Asset Management Inc.
|
Nov 06, 2023 Q3 2023 |
254,306
shares
|
$3.01 Million
5.52% of portfolio
|
Q2 2023
Added 11.38%
|
|
|
Handelsbanken Fonder Ab
|
Feb 03, 2025 Q4 2024 |
252,100
shares
|
$2.99 Million
0.01% of portfolio
|
Q4 2024
Added 11.25%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
251,246
shares
|
$2.98 Million
0.03% of portfolio
|
Q3 2024
Added 98.23%
|
|
|
Cable Car Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
250,000
shares
|
$2.96 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Belmont Capital, LLC
|
Feb 13, 2025 Q4 2024 |
242,350
shares
|
$2.87 Million
0.62% of portfolio
|
Q2 2022
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
240,445
shares
|
$2.85 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Axa S.A.
Paris, I0 |
Feb 14, 2025 Q4 2024 |
231,954
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
Feb 13, 2025 Q4 2024 |
230,693
shares
|
$2.73 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
224,580
shares
|
$2.66 Million
0.63% of portfolio
|
Q3 2024
Reduced 0.32%
|