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, PA82.8MShares$602 Million0.01% of portfolio
-
Black Rock Inc. New York, NY41.8MShares$304 Million0.01% of portfolio
-
Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$226 Million2.75% of portfolio
-
State Street Corp Boston, MA16.5MShares$120 Million0.01% of portfolio
-
Geode Capital Management, LLC Boston, MA15.8MShares$115 Million0.01% of portfolio
-
Morgan Stanley New York, NY15.1MShares$110 Million0.01% of portfolio
-
Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl14.5MShares$106 Million0.87% of portfolio
-
Ken Griffin Citadel Advisors LLC | Chicago, Il11.8MShares$86.1 Million0.02% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.11.5MShares$83.3 Million0.06% of portfolio
-
Nikko Asset Management Americas, Inc.10.8MShares$78.3 Million0.79% 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 all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 20
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
56,273
-11.04%
|
$337,638
$6.41 P/Share
|
|
Jun 17
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
152,450
-23.02%
|
$914,700
$6.39 P/Share
|
|
Jun 17
2024
|
Derek J White CEO - Galileo |
SELL
Payment of exercise price or tax liability
|
Direct |
69,445
-8.99%
|
$416,670
$6.39 P/Share
|
|
Jun 17
2024
|
Robert S Lavet General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
4,852
-0.32%
|
$29,112
$6.39 P/Share
|
|
Jun 14
2024
|
Anthony Noto Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
506,585
-5.58%
|
$3,039,510
$6.8 P/Share
|
|
Jun 14
2024
|
Anthony Noto Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
960,346
+9.56%
|
-
|
|
Jun 14
2024
|
Jeremy Rishel Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
271,571
+29.08%
|
-
|
|
Jun 14
2024
|
Derek J White CEO - Galileo |
BUY
Exercise of conversion of derivative security
|
Direct |
148,403
+16.11%
|
-
|
|
Jun 14
2024
|
Christopher Lapointe CFO and PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
117,543
-9.67%
|
$705,258
$6.8 P/Share
|
|
Jun 14
2024
|
Christopher Lapointe CFO and PAO |
BUY
Exercise of conversion of derivative security
|
Direct |
222,825
+15.49%
|
-
|
|
Jun 14
2024
|
Robert S Lavet General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
10,115
+0.66%
|
-
|
|
Jun 14
2024
|
Anthony Noto Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
30,715
+0.38%
|
$184,290
$6.48 P/Share
|
|
Jun 13
2024
|
Investment Authority Qatar |
SELL
Open market or private sale
|
Indirect |
19,840,073
-100.0%
|
$119,040,438
$6.78 P/Share
|
|
Jun 12
2024
|
Robert S Lavet General Counsel |
SELL
Bona fide gift
|
Direct |
4,000
-0.26%
|
-
|
|
Jun 11
2024
|
Robert S Lavet General Counsel |
SELL
Bona fide gift
|
Direct |
1,000
-0.07%
|
-
|
|
May 24
2024
|
Anthony Noto Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
28,860
+0.36%
|
$173,160
$6.92 P/Share
|
|
May 23
2024
|
Anthony Noto Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
28,900
+0.36%
|
$173,400
$6.92 P/Share
|
|
May 21
2024
|
Ahmed Ali Al Hammadi Director |
BUY
Exercise of conversion of derivative security
|
Direct |
26,249
+22.99%
|
-
|
|
May 21
2024
|
Harvey M Schwartz Director |
BUY
Exercise of conversion of derivative security
|
Direct |
26,249
+6.77%
|
-
|
|
May 21
2024
|
Clara Liang Director |
BUY
Exercise of conversion of derivative security
|
Direct |
26,249
+29.67%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 26.2K shares |
|---|---|
| Exercise of conversion of derivative security | 6.92M shares |
| Open market or private purchase | 199K shares |
| Sale (or disposition) back to the issuer | 234K shares |
|---|---|
| Payment of exercise price or tax liability | 3.38M shares |
| Open market or private sale | 20.6M shares |
| Bona fide gift | 5K shares |