Institutional shares held 521 Million
101M calls
70.5M puts
Total value of holdings $10.9B
$2.11B calls
$1.48B puts
Market Cap $16.8B
799,630,016 Shares Out.
Institutional ownership 65.21%
# of Institutions 859


Latest Institutional Activity in SOFI

Top Purchases

Q2 2025
Valeo Financial Advisors, LLC Shares Held: 1.34M ($28.1M)
Q2 2025
Exchange Traded Concepts, LLC Shares Held: 352K ($7.39M)
Q2 2025
Kercheville Advisors, LLC Shares Held: 162K ($3.41M)
Q2 2025
Sullivan Wood Capital Management LLC Shares Held: 154K ($3.22M)
Q2 2025
Brendel Financial Advisors LLC Shares Held: 139K ($2.92M)

Top Sells

Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 200K ($4.2M)
Q2 2025
Simplicity Wealth,Llc Shares Held: 20.7K ($434K)
Q2 2025
Vontobel Holding Ltd. Shares Held: 71.7K ($1.51M)
Q2 2025
Highland Capital Management, LLC Shares Held: 14.8K ($310K)
Q2 2025
Mirae Asset Global Investments Co., Ltd. Shares Held: 3.54K ($74.2K)

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
7.04M Shares
From 18 Insiders
Grant, award, or other acquisition 157K shares
Exercise of conversion of derivative security 6.85M shares
Open market or private purchase 30.6K shares
Sell / Disposition
35.1M Shares
From 13 Insiders
Open market or private sale 31.8M shares
Payment of exercise price or tax liability 3.34M shares

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