Institutional shares held 435 Million
55.2M calls
67.7M puts
Total value of holdings $3.37B
$427M calls
$525M puts
Market Cap $6.2B
799,630,016 Shares Out.
Institutional ownership 54.43%
# of Institutions 703


Latest Institutional Activity in SOFI

Top Purchases

Q2 2024
Sg Americas Securities, LLC Shares Held: 351K ($2.72M)
Q2 2024
Imc Chicago, LLC Shares Held: 688K ($5.33M)
Q2 2024
Lauer Wealth, LLC Shares Held: 70.8K ($549K)
Q2 2024
Wealth Enhancement Advisory Services, LLC Shares Held: 387K ($3M)
Q2 2024
U.S. Capital Wealth Advisors, LLC Shares Held: 15.8K ($123K)

Top Sells

Q2 2024
Diversify Advisory Services, LLC Shares Held: 757K ($5.87M)
Q2 2024
Wolff Wiese Magana LLC Shares Held: 10.7K ($82.6K)
Q2 2024
Diversified Trust CO Shares Held: 13.8K ($107K)
Q2 2024
Valeo Financial Advisors, LLC Shares Held: 29.7K ($230K)
Q2 2024
Org Partners LLC Shares Held: 100 ($775)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
7.15M Shares
From 15 Insiders
Grant, award, or other acquisition 26.2K shares
Exercise of conversion of derivative security 6.92M shares
Open market or private purchase 199K shares
Sell / Disposition
24.2M Shares
From 16 Insiders
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

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