So Fi Technologies, Inc. SOFI
We take great care to ensure that the data presented and summarized in this overview for SoFi Technologies, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SOFI
View all-
Vanguard Group Inc Valley Forge, PA99.5MShares$1.58 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$720 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY35.1MShares$556 Million0.41% of portfolio
-
Geode Capital Management, LLC Boston, MA19.1MShares$302 Million0.02% of portfolio
-
State Street Corp Boston, MA18.7MShares$297 Million0.01% of portfolio
-
Ubs Group Ag14.4MShares$229 Million0.03% of portfolio
-
Morgan Stanley New York, NY13.8MShares$218 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC11.5MShares$183 Million0.01% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny11.1MShares$176 Million0.21% of portfolio
-
Susquehanna International Group, LLP Bala Cynwyd, PA9.81MShares$156 Million0.02% of portfolio
Latest Institutional Activity in SOFI
Top Purchases
Top Sells
About SOFI
SoFi Technologies, Inc. provides digital financial services. It operates through three segments: Lending, Technology Platform, and Financial Services. The company's lending and financial services and products allows its members to borrow, save, spend, invest, and protect their money. It offers student loans; personal loans for debt consolidation and home improvement projects; and home loans. The company also provides cash management, investment, and technology services. In addition, it operates Galileo, a technology platform that offers services to financial and non-financial institutions; and Apex, a technology enabled platform that provides investment custody and clearing brokerage services, as well as Technisys, a cloud-based digital multi-product core banking platform. The company was founded in 2011 and is headquartered in San Francisco, California.
Insider Transactions at SOFI
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Jun 20
2025
|
Jeremy Rishel Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
66,847
-8.45%
|
$1,002,705
$15.55 P/Share
|
Jun 20
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
10,267
-3.86%
|
$154,005
$15.22 P/Share
|
Jun 17
2025
|
Jeremy Rishel Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
140,494
-15.08%
|
$1,966,916
$14.66 P/Share
|
Jun 17
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Payment of exercise price or tax liability
|
Direct |
59,962
-18.41%
|
$839,468
$14.66 P/Share
|
Jun 17
2025
|
Stephen Simcock General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
38,222
-18.91%
|
$535,108
$14.66 P/Share
|
Jun 17
2025
|
Derek J White CEO - Galileo |
SELL
Payment of exercise price or tax liability
|
Direct |
64,467
-5.79%
|
$902,538
$14.66 P/Share
|
Jun 17
2025
|
Arun Pinto Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,611
-3.91%
|
$78,554
$14.66 P/Share
|
Jun 16
2025
|
Jeremy Rishel Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
276,544
+11.59%
|
-
|
Jun 16
2025
|
Kelli Keough EVP, GBUL, SIPS |
BUY
Grant, award, or other acquisition
|
Direct |
122,187
+11.36%
|
-
|
Jun 16
2025
|
Stephen Simcock General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
77,886
+14.93%
|
-
|
Jun 16
2025
|
Derek J White CEO - Galileo |
BUY
Exercise of conversion of derivative security
|
Direct |
152,759
+6.09%
|
-
|
Jun 16
2025
|
Anthony Noto Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
304,867
-2.94%
|
$4,268,138
$14.09 P/Share
|
Jun 16
2025
|
Anthony Noto Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
576,851
+2.65%
|
-
|
Jun 16
2025
|
Arun Pinto Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
11,434
+7.37%
|
-
|
Jun 16
2025
|
Christopher Lapointe CFO and PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
74,703
-4.93%
|
$1,045,842
$14.09 P/Share
|
Jun 16
2025
|
Christopher Lapointe CFO and PAO |
BUY
Exercise of conversion of derivative security
|
Direct |
141,345
+4.32%
|
-
|
Jun 10
2025
|
Magdalena Yesil Director |
SELL
Open market or private sale
|
Indirect |
87,140
-23.15%
|
$1,219,960
$14.39 P/Share
|
Jun 05
2025
|
Magdalena Yesil Director |
SELL
Open market or private sale
|
Indirect |
87,140
-18.8%
|
$1,132,820
$13.95 P/Share
|
May 28
2025
|
Magdalena Yesil Director |
BUY
Exercise of conversion of derivative security
|
Direct |
35,034
+7.79%
|
-
|
May 28
2025
|
Bashir Ruzwana Director |
BUY
Exercise of conversion of derivative security
|
Direct |
35,034
+36.49%
|
-
|
Last 12 Months Summary
Grant, award, or other acquisition | 157K shares |
---|---|
Exercise of conversion of derivative security | 6.85M shares |
Open market or private purchase | 30.6K shares |
Open market or private sale | 31.8M shares |
---|---|
Payment of exercise price or tax liability | 3.34M shares |