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, PA81.5MShares$575 Million0.02% of portfolio
-
Black Rock Inc. New York, NY40.5MShares$286 Million0.01% of portfolio
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Silver Lake Group, L.L.C. Menlo Park, CA31.2MShares$220 Million3.51% of portfolio
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Cathie Wood Ark Investment Management LLC | St. Petersburg, Fl16.2MShares$115 Million0.85% of portfolio
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State Street Corp Boston, MA16.2MShares$114 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA15MShares$106 Million0.02% of portfolio
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Two Sigma Investments, LP New York, NY14.6MShares$103 Million0.35% of portfolio
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David A. Siegel Two Sigma Advisers, LP | New York, Ny11.6MShares$82 Million0.27% of portfolio
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Morgan Stanley New York, NY10.8MShares$76.1 Million0.01% of portfolio
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Nikko Asset Management Americas, Inc.10.8MShares$76 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 |
|---|---|---|---|---|---|
|
May 03
2024
|
Anthony Noto Chief Executive Officer |
BUY
Open market or private purchase
|
Direct |
28,775
+0.36%
|
$172,650
$6.9 P/Share
|
|
Apr 22
2024
|
Anthony Noto Chief Executive Officer |
SELL
Sale (or disposition) back to the issuer
|
Direct |
6,000
-100.0%
|
$630,000
$105.1 P/Share
|
|
Apr 22
2024
|
Slta Iv (Gp), L.L.C. |
SELL
Sale (or disposition) back to the issuer
|
Indirect |
228,000
-100.0%
|
$23,940,000
$105.1 P/Share
|
|
Mar 19
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
56,273
-12.59%
|
$337,638
$6.93 P/Share
|
|
Mar 15
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
130,288
-22.57%
|
$781,728
$6.99 P/Share
|
|
Mar 15
2024
|
Derek J White CEO - Galileo |
SELL
Payment of exercise price or tax liability
|
Direct |
53,639
-7.91%
|
$321,834
$6.99 P/Share
|
|
Mar 15
2024
|
Aaron Webster Executive Vice President |
SELL
Payment of exercise price or tax liability
|
Direct |
63,953
-9.42%
|
$383,718
$6.99 P/Share
|
|
Mar 15
2024
|
Robert S Lavet General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
4,816
-0.32%
|
$28,896
$6.99 P/Share
|
|
Mar 15
2024
|
Chad M Borton President - SoFi Bank |
SELL
Payment of exercise price or tax liability
|
Direct |
23,017
-6.4%
|
$138,102
$6.99 P/Share
|
|
Mar 14
2024
|
Jeremy Rishel Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
233,927
+28.84%
|
-
|
|
Mar 14
2024
|
Derek J White CEO - Galileo |
BUY
Exercise of conversion of derivative security
|
Direct |
114,361
+14.43%
|
-
|
|
Mar 14
2024
|
Aaron Webster Executive Vice President |
BUY
Exercise of conversion of derivative security
|
Direct |
131,407
+16.21%
|
-
|
|
Mar 14
2024
|
Christopher Lapointe CFO and PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
90,090
-8.32%
|
$630,630
$7.38 P/Share
|
|
Mar 14
2024
|
Christopher Lapointe CFO and PAO |
BUY
Exercise of conversion of derivative security
|
Direct |
169,870
+13.55%
|
-
|
|
Mar 14
2024
|
Robert S Lavet General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
10,113
+0.66%
|
-
|
|
Mar 14
2024
|
Anthony Noto Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
434,747
-5.15%
|
$3,043,229
$7.38 P/Share
|
|
Mar 14
2024
|
Anthony Noto Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
824,179
+8.9%
|
-
|
|
Mar 14
2024
|
Chad M Borton President - SoFi Bank |
BUY
Exercise of conversion of derivative security
|
Direct |
80,749
+18.34%
|
-
|
|
Feb 15
2024
|
Chad M Borton President - SoFi Bank |
SELL
Payment of exercise price or tax liability
|
Direct |
12,518
-4.3%
|
$100,144
$8.44 P/Share
|
|
Feb 14
2024
|
Chad M Borton President - SoFi Bank |
BUY
Exercise of conversion of derivative security
|
Direct |
51,246
+14.96%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 98.2K shares |
|---|---|
| Exercise of conversion of derivative security | 7.26M shares |
| Open market or private purchase | 218K shares |
| Sale (or disposition) back to the issuer | 234K shares |
|---|---|
| Payment of exercise price or tax liability | 3.43M shares |
| Open market or private sale | 1.26M shares |