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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
   Tilt Investment Management Holdings PBC 115 *Closed 2023-12-31 0 $0 -118,154
   Silicon Hills Wealth Management LLC 85 *Closed 2023-06-30 0 $0 -19,792
   QUANTLAB CAPITAL MANAGEMENT LTD 18 *Closed 2023-12-31 0 $0 -12,784
   Annapolis Financial Services LLC 354 *Closed 2024-03-31 0 $0 -1,000
   Qube Research & Technologies Ltd 3608 *Closed 2023-12-31 0 $0 -461,543
   HRT FINANCIAL LLC 2095 *Closed 2023-12-31 0 $0 -11,207
   Joule Financial LLC 107 *Closed 2023-12-31 0 $0 -15,653
   V Wealth ManagementLLC 133 *Closed 2023-09-30 0 $0 -24,094
   ZACKS INVESTMENT MANAGEMENT 629 *Closed 2023-12-31 0 $0 -11,690
   Kercheville Advisors LLC 93 *Closed 2024-03-31 0 $0 -18,600
   Flaharty Asset Management LLC 414 *Closed 2023-12-31 0 $0 -200
   Chimera Capital Management LLC 120 *Closed 2023-03-31 0 $0 -25,622
   WASHINGTON TRUST CO 854 *Closed 2024-03-31 0 $0 -2,738
   Skaana Management L.P. 59 *Closed 2023-12-31 0 $0 -129,800
   Woodline Partners LP 492 *Closed 2023-12-31 0 $0 -23,930
   Savior LLC 20 *Closed 2023-12-31 0 $0 -1,647
   ALLEN INVESTMENT MANAGEMENT LLC 218 *Closed 2023-12-31 0 $0 -18,402
   NOMURA HOLDINGS INC 1091 *Closed 2023-12-31 0 $0 -1,202,021
   Capital Markets Trading UK LLP 77 *Closed 2023-12-31 0 $0 -151,886
   Venturi Wealth Management LLC 1387 *Closed 2024-03-31 0 $0 -120
   Enlightenment Research LLC 55 *Closed 2022-12-31 0 $0 -25,100
   BBR PARTNERS, LLC 203 *Closed 2023-12-31 0 $0 -35,841
   WEALTH EFFECTS LLC 221 *Closed 2024-03-31 0 $0 -10,300
   Independent Wealth Network Inc. 89 *Closed 2024-03-31 0 $0 -19,601
   TORONTO DOMINION BANK 1413 *Closed 2023-12-31 0 $0 -144,998
   MACQUARIE GROUP LTD 1634 *Closed 2023-12-31 0 $0 -427,463
   First Personal Financial Services 381 *Closed 2024-03-31 0 $0 -501
   HENNESSY ADVISORS INC 311 *Closed 2024-03-31 0 $0 -40,000
   ZRC WEALTH MANAGEMENT LLC 498 *Closed 2024-03-31 0 $0 -3,000
   Burleson & Company LLC 415 *Closed 2022-12-31 0 $0 -24
   Teza Capital Management LLC 675 *Closed 2023-09-30 0 $0 -15,477
   COWEN AND COMPANY LLC 594 *Closed 2023-12-31 0 $0 -41,400
   SkyView Investment Advisors LLC 338 *Closed 2023-12-31 0 $0 -2,994
   Tradewinds Capital Management LLC 556 *Closed 2024-03-31 0 $0 -12
   VIRTU FINANCIAL LLC 1909 *Closed 2023-12-31 0 $0 -41,491
   WETHERBY ASSET MANAGEMENT INC 954 *Closed 2023-12-31 0 $0 -6,205
   North Fourth Asset Management LP 51 *Closed 2023-09-30 0 $0 -110,000
   Western Wealth Management LLC 712 *Closed 2023-12-31 0 $0 -21,150
   First Command Bank 424 *Closed 2023-06-30 0 $0 -1,000
   First Command Financial Services Inc. 429 *Closed 2023-06-30 0 $0 -1,000
   INTECH INVESTMENT MANAGEMENT LLC 731 *Closed 2023-12-31 0 $0 -44,870
   Hibernia Wealth Partners LLC 323 *Closed 2023-12-31 0 $0 -20
   Cranbrook Wealth Management LLC 295 *Closed 2024-03-31 0 $0 -165
   ODEY ASSET MANAGEMENT GROUP LTD 28 *Closed 2023-03-31 0 $0 -200,000
   MARK ASSET MANAGEMENT CORP 53 *Closed 2023-12-31 0 $0 -349,947
   SWEENEY & MICHEL LLC 106 *Closed 2023-09-30 0 $0 -28,138
   BOURGEON CAPITAL MANAGEMENT LLC 369 *Closed 2024-03-31 0 $0 -757
   Oak Thistle LLC 428 *Closed 2024-03-31 0 $0 -75,425
   J. GOLDMAN & CO LP 289 *Closed 2023-12-31 0 $0 -644,386
   Blueshift Asset Management LLC 384 *Closed 2023-12-31 0 $0 -52,783
   OCCUDO QUANTITATIVE STRATEGIES LP 1122 *Closed 2023-12-31 0 $0 -371,339
   Crewe Advisors LLC 650 *Closed 2023-12-31 0 $0 -13,850
   THOROUGHBRED FINANCIAL SERVICES LLC 621 *Closed 2023-12-31 0 $0 -15,764
   Kingsview Wealth Management LLC 1009 *Closed 2023-12-31 0 $0 -20,705
   Pearl River Capital LLC 627 *Closed 2023-12-31 0 $0 -26,483
   PAR CAPITAL MANAGEMENT INC 49 *Closed 2023-12-31 0 $0 -750,000
   Cubist Systematic Strategies LLC 2540 *Closed 2023-12-31 0 $0 -495,362
   LECAP ASSET MANAGEMENT LTD 386 *Closed 2024-03-31 0 $0 -87,645
   WHITE BAY PT LLC 687 *Closed 2023-12-31 0 $0 -8,640
   Caption Management LLC 610 *Closed 2023-12-31 0 $0 -119,030
   KMG FIDUCIARY PARTNERS LLC 242 *Closed 2024-03-31 0 $0 -11,094
  61 Records found
  1    
  Page 1 of 1
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