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 |
|---|---|---|---|---|---|
|
Van Eck Associates Corp
|
Jan 29, 2025 Q4 2024 |
148,710
shares
|
$1.76 Million
0.0% of portfolio
|
Q4 2024
Reduced 22.79%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
147,458
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 9.74%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
141,700
shares
|
$1.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
141,385
shares
|
$1.68 Million
0.42% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Consolidated Investment Group LLC
|
Jan 21, 2025 Q4 2024 |
138,000
shares
|
$1.64 Million
0.3% of portfolio
|
Q3 2024
Added 119.05%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
134,875
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Added 28.16%
|
|
|
Centiva Capital, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
133,922
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Reduced 59.09%
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Feb 14, 2025 Q4 2024 |
131,853
shares
|
$1.56 Million
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Grange Capital, LLC
Beaverton, OR |
Jan 21, 2025 Q4 2024 |
129,835
shares
|
$1.54 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
129,394
shares
|
$1.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 34.95%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
127,805
shares
|
$1.51 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
127,444
shares
|
$1.51 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
126,930
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2023
Reduced 8.76%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
126,721
shares
|
$1.5 Million
0.09% of portfolio
|
Q4 2024
Reduced 68.65%
|
|
|
Intellus Advisors LLC
Naples, FL |
Feb 11, 2025 Q4 2024 |
126,222
shares
|
$1.5 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
125,744
shares
|
$1.49 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.9%
|
|
|
Jain Global LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
125,146
shares
|
$1.48 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
122,390
shares
|
$1.45 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Jan 24, 2025 Q4 2024 |
122,388
shares
|
$1.45 Million
0.49% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
120,196
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2023
Reduced 0.13%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
119,877
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Peak6 LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
118,032
shares
|
$1.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Miller Financial Services LLC
Marshall, MI |
Feb 07, 2025 Q4 2024 |
117,504
shares
|
$1.39 Million
1.53% of portfolio
|
Q4 2024
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
114,388
shares
|
$1.36 Million
0.54% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Feb 14, 2025 Q4 2024 |
111,918
shares
|
$1.33 Million
0.83% of portfolio
|
Q4 2024
New holding
|