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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
   SILVER LAKE GROUP LLC 9 - 2023-12-31 31,154,165 $309,984,000 0
   Accel Growth Fund V Associates L.L.C. 2 - 2023-12-31 4,104,459 $40,839,000 0
   Azora Capital LP 18 - 2023-12-31 2,522,769 $25,102,000 0
   STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMEN 760 - 2023-12-31 578,207 $5,753,000 0
   STATE OF NEW JERSEY COMMON PENSION FUND D 645 - 2023-12-31 531,850 $5,292,000 0
   Belmont Capital LLC 14 - 2023-12-31 242,350 $2,411,000 0
   Knights of Columbus Asset Advisors LLC 230 - 2023-12-31 201,394 $2,004,000 0
   Must Asset Management Inc. 7 - 2023-09-30 254,306 $1,882,000 0
   Alliance Wealth Advisors LLC /UT 65 - 2023-12-31 121,880 $1,213,000 0
   Pictet Asset Management Holding SA 978 - 2023-12-31 105,903 $1,054,000 0
   PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORAD 775 - 2023-12-31 76,520 $761,000 0
   M. Kulyk & Associates LLC 62 - 2023-12-31 74,901 $745,000 0
   Maryland State Retirement & Pension System 1096 - 2024-03-31 72,493 $517,000 0
   CONSOLIDATED INVESTMENT GROUP LLC 60 - 2024-03-31 63,000 $460,000 0
   Wellington Wealth Strategies LLC. 48 - 2023-12-31 45,048 $448,000 0
   Pine Valley Investments Ltd Liability Co 328 - 2023-12-31 35,535 $354,000 0
   Soltis Investment Advisors LLC - 2023-12-31 34,715 $345,000 0
   Creegan & Nassoura Financial Group LLC 73 - 2023-12-31 26,925 $268,000 0
   MSDC MANAGEMENT, L.P. 13 - 2023-12-31 25,000 $249,000 0
   ZBN.A. 304 - 2023-12-31 23,907 $238,000 0
   CIBC GLOBAL ASSET MANAGEMENT INC 966 - 2023-12-31 21,178 $211,000 0
   Consolidated Portfolio Review Corp 284 - 2023-12-31 20,085 $200,000 0
   CAROLINAS WEALTH CONSULTING LLC 162 - 2023-12-31 20,000 $199,000 0
   Pensionmark Financial Group LLC 368 - 2023-12-31 19,909 $198,000 0
   Resolute Partners Group 54 - 2023-12-31 19,827 $197,000 0
   Pointe Capital Management LLC 150 - 2023-12-31 18,490 $184,000 0
   FOUNDERS FINANCIAL SECURITIES LLC 370 - 2024-03-31 25,060 $183,000 0
   KBC GROUP NV 828 - 2023-12-31 17,014 $169,000 0
   PANORAMIC INVESTMENT ADVISORS LLC 110 - 2024-03-31 23,000 $168,000 0
   HARBOR INVESTMENT ADVISORY LLC 372 - 2024-03-31 22,300 $163,000 0
   OAK HARBOR WEALTH PARTNERS LLC 173 - 2024-03-31 20,000 $146,000 0
   First Capital Advisors Group LLC. 176 - 2023-06-30 17,313 $144,000 0
   CAPITAL ADVISORS INC/OK 281 - 2023-12-31 12,196 $121,000 0
   ALBION FINANCIAL GROUP /UT 193 - 2024-03-31 16,415 $120,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 489 - 2023-12-31 12,048 $120,000 0
   ODell Group LLC 124 - 2023-12-31 12,108 $120,000 0
   SUNCOAST EQUITY MANAGEMENT 69 - 2023-12-31 12,000 $119,000 0
   KOCHIS FITZ/QUINTILE LLC 310 - 2024-03-31 15,633 $114,000 0
   Brainard Capital Management LLC 89 - 2023-03-31 18,186 $110,000 0
   Jacobi Capital Management LLC 461 - 2023-12-31 10,890 $108,000 0
   EVERCORE WEALTH MANAGEMENT, LLC 424 - 2023-12-31 10,849 $108,000 0
   CHEVY CHASE TRUST HOLDINGS, INC. - 2023-12-31 10,346 $103,000 0
   NORTHWEST WEALTH MANAGEMENT LLC 159 - 2023-12-31 10,000 $100,000 0
   Cassaday & Co Wealth Management LLC 260 - 2023-12-31 10,000 $100,000 0
   TFC Financial Management - 2023-12-31 9,457 $94,000 0
   Twin Peaks Wealth Advisors LLC 126 - 2024-03-31 10,997 $80,000 0
   Rosenberg Matthew Hamilton 362 - 2024-03-31 10,800 $78,000 0
   Steele Capital Management Inc. 174 - 2024-03-31 10,750 $78,000 0
   TD Waterhouse Canada Inc. 852 - 2023-12-31 7,823 $78,000 0
   Smith Anglin Financial LLC 194 - 2024-03-31 10,300 $75,000 0
   Prostatis Group LLC 98 - 2023-03-31 12,200 $67,000 0
   GOFEN & GLOSSBERG LLC /IL/ 504 - 2022-12-31 13,000 $60,000 0
   ANCORA ADVISORS, LLC 865 - 2023-12-31 5,667 $56,000 0
   PRIVATE TRUST CO NA 1072 - 2024-03-31 7,640 $56,000 0
   LAZARD ASSET MANAGEMENT LLC 1665 - 2023-12-31 5,185 $51,000 0
   CFG ASSET MANAGEMENT LLC 190 - 2023-12-31 5,000 $50,000 0
   Coastal Capital Group Inc. 225 - 2023-06-30 5,380 $45,000 0
   Hartland & Co. LLC 782 - 2023-12-31 4,240 $42,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1183 - 2023-12-31 3,300 $33,000 0
   BROWN BROTHERS HARRIMAN & CO 784 - 2023-12-31 3,135 $31,000 0
   RFP Financial Group LLC 236 - 2023-12-31 3,037 $30,000 0
   Industrial Alliance Investment Management Inc. 206 - 2023-12-31 2,185 $22,000 0
   BALDWIN BROTHERS INC/MA 487 - 2024-03-31 2,706 $20,000 0
   Sound Income Strategies LLC 620 - 2024-03-31 2,500 $18,000 0
   Stone House Investment Management LLC 128 - 2023-12-31 1,673 $17,000 0
   BARRETT & COMPANY INC. 386 - 2024-03-31 2,000 $15,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 488 - 2024-03-31 1,970 $14,000 0
   Signature Resources Capital Management LLC 179 - 2024-03-31 1,341 $13,000 0
   Glass Jacobson Investment Advisors llc 542 - 2024-03-31 1,500 $11,000 0
   Retirement Group LLC 444 - 2023-12-31 995 $10,000 0
   VisionPoint Advisory Group LLC 424 - 2023-12-31 1,000 $10,000 0
   Northwest Capital Management Inc 408 - 2024-03-31 1,050 $8,000 0
   PIN OAK INVESTMENT ADVISORS INC 358 - 2023-12-31 720 $7,000 0
   NVWM LLC 326 - 2023-12-31 600 $6,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 933 - 2023-12-31 500 $5,000 0
   OPTIMUM INVESTMENT ADVISORS 567 - 2024-03-31 750 $5,000 0
   Sunbelt Securities Inc. 1360 - 2024-03-31 750 $5,000 0
   JAMISON PRIVATE WEALTH MANAGEMENT INC. 364 - 2024-03-31 575 $4,000 0
   BDO Wealth Advisors LLC 789 - 2023-06-30 500 $4,000 0
   Stephens Consulting LLC 384 - 2024-03-31 500 $4,000 0
   PIERSHALE FINANCIAL GROUP, INC. 198 - 2023-06-30 300 $3,000 0
   Laurel Wealth Advisors LLC 474 - 2023-12-31 300 $3,000 0
   TSFG LLC 634 - 2024-03-31 373 $3,000 0
   Asset Dedication LLC 869 - 2024-03-31 400 $3,000 0
   MARK SHEPTOFF FINANCIAL PLANNING LLC 352 - 2023-12-31 200 $2,000 0
   ALPHAMARK ADVISORS LLC 643 - 2024-03-31 300 $2,000 0
   Castleview Partners LLC 702 - 2023-12-31 200 $2,000 0
   Cornerstone Planning Group LLC 664 - 2023-12-31 236 $2,000 0
   Red Tortoise LLC 525 - 2024-03-31 328 $2,000 0
   KISTLERTIFFANY COMPANIES, LLC 827 - 2023-06-30 80 $1,000 0
   DELTA ASSET MANAGEMENT LLC/TN 610 - 2023-12-31 75 $1,000 0
   City State Bank 672 - 2024-03-31 200 $1,000 0
   Delos Wealth Advisors LLC 190 - 2023-12-31 125 $1,000 0
   Bruce G. Allen Investments LLC 764 - 2024-03-31 118 $1,000 0
   Financial Perspectives Inc 618 - 2024-03-31 125 $1,000 0
   BerganKDV Wealth Management LLC 779 - 2023-06-30 91 $1,000 0
   Capital Analysts Inc. 1061 - 2023-12-31 128 $1,000 0
   HM PAYSON & CO 927 - 2023-12-31 100 $1,000 0
   VOISARD ASSET MANAGEMENT GROUP INC. 337 - 2024-03-31 150 $1,000 0
   WETZEL INVESTMENT ADVISORS INC. 975 - 2024-03-31 10 $0 0
  100 Records found
  1    
  Page 1 of 1
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