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, PA90MShares$953 Million0.01% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$481 Million0.01% of portfolio
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Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$330 Million2.53% of portfolio
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State Street Corp Boston, MA17.8MShares$188 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA17.3MShares$183 Million0.01% of portfolio
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Morgan Stanley New York, NY15.9MShares$168 Million0.01% of portfolio
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Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl14.5MShares$154 Million0.87% of portfolio
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Norges Bank Oslo, Q814MShares$148 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX13.1MShares$138 Million0.02% of portfolio
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Nikko Asset Management Americas, Inc.11.5MShares$121 Million0.88% 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 |
|---|---|---|---|---|---|
|
Sep 23
2024
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
9,308
-5.45%
|
$65,156
$7.99 P/Share
|
|
Sep 20
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
68,081
-11.55%
|
$544,648
$8.12 P/Share
|
|
Sep 17
2024
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Payment of exercise price or tax liability
|
Direct |
52,708
-23.58%
|
$421,664
$8.18 P/Share
|
|
Sep 17
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
135,629
-18.7%
|
$1,085,032
$8.18 P/Share
|
|
Sep 17
2024
|
Derek J White CEO - Galileo |
SELL
Payment of exercise price or tax liability
|
Direct |
61,643
-7.24%
|
$493,144
$8.18 P/Share
|
|
Sep 16
2024
|
Kelli Keough EVP, GBUL, SIPS |
BUY
Exercise of conversion of derivative security
|
Direct |
109,120
+20.07%
|
-
|
|
Sep 16
2024
|
Christopher Lapointe CFO and PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
117,543
-8.9%
|
$822,801
$7.74 P/Share
|
|
Sep 16
2024
|
Christopher Lapointe CFO and PAO |
BUY
Exercise of conversion of derivative security
|
Direct |
222,825
+14.43%
|
-
|
|
Sep 16
2024
|
Anthony Noto Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
506,584
-5.31%
|
$3,546,088
$7.74 P/Share
|
|
Sep 16
2024
|
Anthony Noto Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
960,345
+9.15%
|
-
|
|
Sep 16
2024
|
Jeremy Rishel Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
271,751
+27.26%
|
-
|
|
Sep 16
2024
|
Derek J White CEO - Galileo |
BUY
Exercise of conversion of derivative security
|
Direct |
148,403
+14.84%
|
-
|
|
Aug 22
2024
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
24,939
-17.9%
|
$174,573
$7.26 P/Share
|
|
Aug 15
2024
|
Arun Pinto Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
32,006
-35.26%
|
$192,036
$6.79 P/Share
|
|
Aug 14
2024
|
Arun Pinto Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
90,777
+50.0%
|
-
|
|
Aug 12
2024
|
Slta Iv (Gp), L.L.C. |
BUY
Grant, award, or other acquisition
|
Indirect |
35,034
+23.67%
|
-
|
|
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
|
Last 12 Months Summary
| Grant, award, or other acquisition | 35K shares |
|---|---|
| Exercise of conversion of derivative security | 6.91M shares |
| Open market or private purchase | 199K shares |
| Sale (or disposition) back to the issuer | 234K shares |
|---|---|
| Payment of exercise price or tax liability | 3.42M shares |
| Open market or private sale | 20.6M shares |
| Bona fide gift | 5K shares |