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, PA100MShares$2.72 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$1.23 Billion0.01% of portfolio
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D. E. Shaw & Co., Inc. New York, NY29.3MShares$794 Million0.43% of portfolio
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Ubs Group Ag20.4MShares$552 Million0.07% of portfolio
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Geode Capital Management, LLC Boston, MA19.1MShares$518 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC19MShares$516 Million0.03% of portfolio
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State Street Corp Boston, MA18.6MShares$505 Million0.01% of portfolio
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Voloridge Investment Management, LLC Jupiter, FL16.5MShares$447 Million1.18% of portfolio
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Two Sigma Investments, LP New York, NY14.2MShares$387 Million0.51% of portfolio
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Morgan Stanley New York, NY13.7MShares$372 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 all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 18
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
10,036
-3.4%
|
$270,972
$27.86 P/Share
|
|
Sep 18
2025
|
Jeremy Rishel Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
98,733
-11.5%
|
$2,665,791
$27.5 P/Share
|
|
Sep 16
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Payment of exercise price or tax liability
|
Direct |
61,364
-17.2%
|
$1,595,464
$26.99 P/Share
|
|
Sep 16
2025
|
Arun Pinto Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
5,743
-3.36%
|
$149,318
$26.99 P/Share
|
|
Sep 16
2025
|
Jeremy Rishel Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
142,578
-14.25%
|
$3,707,028
$26.99 P/Share
|
|
Sep 16
2025
|
Stephen Simcock General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
39,116
-16.18%
|
$1,017,016
$26.99 P/Share
|
|
Sep 16
2025
|
Derek J White CEO - Galileo |
SELL
Payment of exercise price or tax liability
|
Direct |
36,190
-3.2%
|
$940,940
$26.99 P/Share
|
|
Sep 15
2025
|
Kelli Keough EVP, GBUL, SIPS |
BUY
Exercise of conversion of derivative security
|
Direct |
122,188
+10.45%
|
-
|
|
Sep 15
2025
|
Christopher Lapointe CFO and PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
73,965
-4.68%
|
$1,923,090
$26.55 P/Share
|
|
Sep 15
2025
|
Christopher Lapointe CFO and PAO |
BUY
Exercise of conversion of derivative security
|
Direct |
141,347
+4.15%
|
-
|
|
Sep 15
2025
|
Anthony Noto Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
301,821
-2.84%
|
$7,847,346
$26.55 P/Share
|
|
Sep 15
2025
|
Anthony Noto Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
576,847
+2.58%
|
-
|
|
Sep 15
2025
|
Arun Pinto Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
11,434
+6.28%
|
-
|
|
Sep 15
2025
|
Jeremy Rishel Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
276,543
+10.96%
|
-
|
|
Sep 15
2025
|
Stephen Simcock General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
77,887
+12.95%
|
-
|
|
Sep 15
2025
|
Derek J White CEO - Galileo |
BUY
Exercise of conversion of derivative security
|
Direct |
83,320
+3.46%
|
-
|
|
Aug 26
2025
|
George Thompson Hutton Director |
SELL
Bona fide gift
|
Indirect |
154,000
-73.13%
|
-
|
|
Aug 20
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
10,578
-4.31%
|
$232,716
$22.13 P/Share
|
|
Aug 15
2025
|
Eric Schuppenhauer EVP GBUL Borrow |
SELL
Payment of exercise price or tax liability
|
Direct |
23,354
-10.88%
|
$513,788
$22.85 P/Share
|
|
Aug 15
2025
|
Arun Pinto Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
24,147
-13.17%
|
$531,234
$22.85 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 6.44M shares |
|---|---|
| Grant, award, or other acquisition | 123K shares |
| Open market or private purchase | 30.6K shares |
| Open market or private sale | 31.8M shares |
|---|---|
| Payment of exercise price or tax liability | 3.14M shares |
| Bona fide gift | 154K shares |