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Get Institutions for : 
SoFi Technologies, Inc (SOFI)  
$7.87 0.28 (3.69%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 540    11
Total shares held : 
 373,896,851  
% of shares held : 
 47.05%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   81  
Amount of shares held : 
 27,907,371  
% of shares held change : 
   3.51%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $7.84  
Last Quarter's Ending Price : 
 $9.95  
Last Quarter's Average Price : 
 $7.95  
Change from last quarter's     
avg. price to the last closing  : 
0.08 (1.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
57
 15,214,801
 4.07%
 
Increased Positions :
214
 40,161,770
 10.74%
 
Unchanged Positions :
125
 42,773,728
 11.44%
 
Decreased Positions :
144
-21,059,789
-5.63%
 
Closed Positions :
46
-6,409,411
-1.71%
 
Guru Positions :
1
185,001
 0.05%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   NORGES BANK 740 *New 2023-12-31 7,170,737 $71,349,000 7,170,737
   DIMENSIONAL FUND ADVISORS INC 1613 *New 2023-12-31 3,877,322 $38,595,000 3,877,322
   SIMPLEX TRADING LLC 46 *New 2024-03-31 2,106,379 $15,376,000 2,106,379
   QUANTBOT TECHNOLOGIES LLC 21 *New 2023-12-31 805,579 $8,016,000 805,579
   STATE TREASURER STATE OF MICHIGAN 331 *New 2024-03-31 1,000,000 $7,300,000 1,000,000
   PEAK6 Investments LLC 84 *New 2023-12-31 603,276 $6,003,000 603,276
   Man Group plc 838 *New 2023-12-31 495,652 $4,932,000 495,652
   Walleye Trading Advisors LLC 429 *New 2023-12-31 327,738 $3,261,000 327,738
   Aquatic Capital Management LLC 275 *New 2023-12-31 261,800 $2,605,000 261,800
   Aptus Capital Advisors LLC 201 *New 2023-12-31 238,728 $2,375,000 238,728
   SEVEN EIGHT CAPITAL LLC 93 *New 2023-12-31 235,103 $2,339,000 235,103
   RENAISSANCE TECHNOLOGIES LLC 1880 *New 2023-12-31 224,800 $2,237,000 224,800
   COLONY GROUP, LLC 426 *New 2023-12-31 120,106 $1,195,000 120,106
   ExodusPoint Capital Management LP 776 *New 2023-12-31 93,725 $933,000 93,725
   RAFFERTY ASSET MANAGEMENT LLC 874 *New 2023-12-31 74,305 $739,000 74,305
   ETF MANAGERS GROUP LLC 289 *New 2023-03-31 119,877 $728,000 119,877
   Baird Financial Group Inc. 1277 *New 2023-12-31 65,182 $649,000 65,182
   Hel Ved Capital Management Ltd 50 *New 2023-12-31 62,500 $622,000 62,500
   Headlands Technologies LLC 118 *New 2023-12-31 61,492 $612,000 61,492
   BREVAN HOWARD CAPITAL MANAGEMENT LP 357 *New 2023-12-31 60,280 $600,000 60,280
   GREAT VALLEY ADVISOR GROUP INC. 428 *New 2023-12-31 58,276 $580,000 58,276
   JACOB ASSET MANAGEMENT OF NEW YORK LLC 47 *New 2023-09-30 48,600 $388,000 48,600
   Nebula Research & Development LLC 349 *New 2023-12-31 38,021 $378,000 38,021
   M HOLDINGS SECURITIES, INC. 165 *New 2023-12-31 35,790 $356,000 35,790
   GABELLI FUNDS LLC 901 *New 2023-12-31 32,000 $318,000 32,000
   Archford Capital Strategies LLC 234 *New 2024-03-31 33,642 $246,000 33,642
   Walkner Condon Financial Advisors LLC 236 *New 2024-03-31 33,544 $245,000 33,544
   KITZINGER LAUTMANN CAPITAL MANAGEMENT INC 128 *New 2023-12-31 24,500 $244,000 24,500
   Forum Financial Management LP 550 *New 2023-12-31 24,535 $244,000 24,535
   PINNACLE ASSOCIATES LTD 783 *New 2024-03-31 29,047 $212,000 29,047
   LAIRD NORTON TYEE TRUST CO 71 *New 2023-12-31 20,261 $202,000 20,261
   ARMISTICE CAPITAL LLC 236 *New 2023-12-31 18,594 $185,000 18,594
   NEWMAN DIGNAN & SHEERAR, INC. 162 *New 2023-12-31 15,223 $151,000 15,223
   Centiva Capital LP 999 *New 2023-12-31 15,000 $149,000 15,000
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 627 *New 2023-12-31 15,000 $149,000 15,000
   Autumn Glory Partners LLC *New 2023-12-31 15,000 $149,000 15,000
   Probity Advisors Inc. 190 *New 2023-12-31 14,386 $143,000 14,386
   Vident Advisory LLC 1254 *New 2023-12-31 13,988 $139,000 13,988
   Edgestream Partners L.P. 799 *New 2023-12-31 10,805 $108,000 10,805
   WASHBURN CAPITAL MANAGEMENT INC. *New 2023-12-31 10,500 $104,000 10,500
   Simplicity WealthLLC 1106 *New 2024-03-31 13,959 $102,000 13,959
   BI Asset Management Fondsmaeglerselskab A/S 687 *New 2023-12-31 9,594 $95,000 9,594
   Marshall Financial Group LLC 171 *New 2024-03-31 12,224 $89,000 12,224
   Clay Northam Wealth Management LLC 87 *New 2024-03-31 11,478 $84,000 11,478
   KRS CAPITAL MANAGEMENT LLC 118 *New 2024-03-31 11,420 $83,000 11,420
   Kesler Norman & Wride LLC 149 *New 2024-03-31 11,000 $80,000 11,000
   Modus Advisors LLC 102 *New 2024-03-31 10,620 $78,000 10,620
   Gainplan LLC 62 *New 2024-03-31 10,502 $77,000 10,502
   YOUSIF CAPITAL MANAGEMENT LLC 1919 *New 2024-03-31 10,030 $73,000 10,030
   Wagner Wealth Management LLC 146 *New 2024-03-31 10,000 $73,000 10,000
   CNB Bank 245 *New 2023-12-31 5,000 $50,000 5,000
   JONES FINANCIAL COMPANIES LLLP 493 *New 2023-12-31 4,383 $44,000 4,383
   Future Financial Wealth Managment LLC 293 *New 2024-03-31 5,110 $37,000 5,110
   FTB Advisors Inc. 1205 *New 2024-03-31 3,848 $28,000 3,848
   Quarry LP 617 *New 2023-12-31 2,456 $24,000 2,456
   Piscataqua Savings Bank 227 *New 2024-03-31 3,000 $22,000 3,000
   Allspring Global Investments Holdings LLC 2120 *New 2024-03-31 2,790 $20,000 2,790
   HOEY INVESTMENTS INC 165 *New 2023-12-31 2,000 $20,000 2,000
   Kapitalo Investimentos Ltda 492 *New 2023-12-31 2,048 $20,000 2,048
   HHM Wealth Advisors LLC 434 *New 2023-12-31 1,650 $16,000 1,650
   First Beijing Investment Ltd 23 *New 2023-12-31 1,181 $12,000 1,181
   YHB INVESTMENT ADVISORS, INC. 685 *New 2024-03-31 1,500 $11,000 1,500
   CREATIVE FINANCIAL DESIGNS INC /ADV 1090 *New 2023-12-31 1,050 $10,000 1,050
   Ahrens Investment Partners LLC 624 *New 2023-03-31 1,600 $10,000 1,600
   SYSTM Wealth Solutions LLC 824 *New 2024-03-31 848 $6,000 848
   BAYSTATE WEALTH MANAGEMENT LLC 885 *New 2023-12-31 500 $5,000 500
   WHITTIER TRUST CO 1365 *New 2023-12-31 300 $3,000 300
   MCF Advisors LLC 754 *New 2024-03-31 401 $3,000 401
   MILESTONE GROUP INC 491 *New 2023-12-31 100 $1,000 100
   MV Capital Management Inc. 735 *New 2024-03-31 33 $0 33
   Ronald Blue Trust Inc. 2558 *New 2023-12-31 57 $0 57
   DB Fitzpatrick & Co Inc 86 *New 2024-03-31 50 $0 50
   MATHER GROUP, INC. 1715 *New 2024-03-31 13 $0 13
   FSA Wealth Management LLC 602 *New 2023-12-31 1 $0 1
  74 Records found
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