Institutional shares held 622 Million
132M calls
124M puts
Total value of holdings $17.3B
$3.66B calls
$3.45B puts
Market Cap $22.2B
799,630,016 Shares Out.
Institutional ownership 77.76%
# of Institutions 1,087


Latest Institutional Activity in SOFI

Top Purchases

Q4 2025
Sg Americas Securities, LLC Shares Held: 902K ($25.1M)
Q4 2025
Teamwork Financial Advisors, LLC Shares Held: 460K ($12.8M)
Q4 2025
Nordea Investment Management Ab Shares Held: 132K ($3.68M)
Q4 2025
Capital Advantage, Inc. Shares Held: 31.9K ($888K)
Q4 2025
Parisi Gray Wealth Management Shares Held: 10.5K ($293K)

Top Sells

Q4 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 248K ($6.89M)
Q4 2025
Yeomans Consulting Group, Inc. Shares Held: 13.2K ($367K)
Q4 2025
Firethorn Wealth Partners, LLC Shares Held: 109K ($3.03M)
Q4 2025
Park Avenue Securities LLC Shares Held: 19K ($528K)
Q4 2025
Marshall Financial Group LLC Shares Held: 20.2K ($563K)

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
8.51M Shares
From 18 Insiders
Exercise of conversion of derivative security 8.27M shares
Grant, award, or other acquisition 124K shares
Bona fide gift 121K shares
Sell / Disposition
5.09M Shares
From 13 Insiders
Payment of exercise price or tax liability 4.15M shares
Open market or private sale 669K shares
Bona fide gift 275K shares

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