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 1,091 institutions that hold shares in the stock, with a total of 623 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
179,142
shares
|
$4.98 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
178,753
shares
|
$4.97 Million
0.18% of portfolio
|
Q3 2025
Reduced 6.9%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
175,444
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 03, 2025 Q3 2025 |
174,351
shares
|
$4.85 Million
0.01% of portfolio
|
Q3 2025
Added 1383.71%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
174,004
shares
|
$4.84 Million
0.06% of portfolio
|
Q3 2025
Reduced 46.98%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
171,330
shares
|
$4.77 Million
1.05% of portfolio
|
Q3 2025
Reduced 43.63%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
170,564
shares
|
$4.75 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
161,939
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
161,611
shares
|
$4.5 Million
0.02% of portfolio
|
Q4 2025
Added 10.07%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Nov 12, 2025 Q3 2025 |
160,000
shares
|
$4.45 Million
3.21% of portfolio
|
Q4 2024
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
159,694
shares
|
$4.44 Million
0.09% of portfolio
|
Q3 2025
Added 265.55%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
159,543
shares
|
$4.44 Million
0.03% of portfolio
|
Q3 2025
Added 30.64%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
158,958
shares
|
$4.42 Million
1.96% of portfolio
|
Q3 2025
New holding
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Nov 13, 2025 Q3 2025 |
158,865
shares
|
$4.42 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
158,717
shares
|
$4.42 Million
0.02% of portfolio
|
Q3 2025
Added 370.15%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 06, 2025 Q3 2025 |
152,146
shares
|
$4.23 Million
0.05% of portfolio
|
Q3 2025
Added 13.75%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
147,962
shares
|
$4.12 Million
0.01% of portfolio
|
Q3 2025
Added 5.44%
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
147,881
shares
|
$4.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 42.48%
|
|
|
Estate Counselors, LLC
|
Oct 31, 2025 Q3 2025 |
146,868
shares
|
$4.09 Million
0.88% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
145,734
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2025
Added 16.32%
|
|
|
Teacher Retirement System Of Texas
Austin, TX |
Oct 30, 2025 Q3 2025 |
144,772
shares
|
$4.03 Million
0.02% of portfolio
|
Q3 2025
Reduced 44.5%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 12, 2025 Q3 2025 |
143,218
shares
|
$3.98 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
140,389
shares
|
$3.91 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Belmont Capital, LLC
|
Aug 12, 2025 Q2 2025 |
140,000
shares
|
$3.89 Million
0.4% of portfolio
|
Q1 2025
Reduced 42.23%
|
|
|
Xponance, Inc.
|
Nov 10, 2025 Q3 2025 |
138,115
shares
|
$3.84 Million
0.03% of portfolio
|
Q3 2025
Added 104.53%
|
|