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 |
|---|---|---|---|---|---|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
219,718
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Feb 13, 2025 Q4 2024 |
217,400
shares
|
$2.58 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
217,061
shares
|
$2.57 Million
0.0% of portfolio
|
Q4 2024
Added 20.44%
|
|
|
Capital Markets Trading Uk LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
214,632
shares
|
$2.54 Million
0.05% of portfolio
|
Q4 2024
Added 22.5%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
207,300
shares
|
$2.46 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
206,639
shares
|
$2.45 Million
0.17% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Feb 11, 2025 Q4 2024 |
205,000
shares
|
$2.43 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
202,352
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
200,316
shares
|
$2.37 Million
1.6% of portfolio
|
Q4 2024
Reduced 22.3%
|
|
|
Prentice Capital Management, LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
199,581
shares
|
$2.37 Million
5.0% of portfolio
|
Q4 2024
Reduced 20.2%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
190,449
shares
|
$2.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
190,239
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Reduced 45.85%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Feb 14, 2025 Q4 2024 |
185,677
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
Added 302.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
183,879
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
182,479
shares
|
$2.16 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Feb 11, 2025 Q4 2024 |
181,839
shares
|
$2.15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthfront Advisers LLC
|
Feb 07, 2025 Q4 2024 |
179,581
shares
|
$2.13 Million
0.0% of portfolio
|
Q4 2024
Added 72.46%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
175,685
shares
|
$2.08 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
175,300
shares
|
$2.08 Million
0.03% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
173,874
shares
|
$2.06 Million
0.03% of portfolio
|
Q4 2024
Added 18.17%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
172,984
shares
|
$2.05 Million
0.01% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
164,000
shares
|
$1.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 31.41%
|
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Feb 10, 2025 Q4 2024 |
160,742
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Feb 19, 2025 Q4 2024 |
160,000
shares
|
$1.9 Million
2.29% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
156,528
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 35.8%
|