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, PA98.3MShares$1.38 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY45.5MShares$640 Million0.01% of portfolio
-
D. E. Shaw & Co., Inc. New York, NY31.3MShares$441 Million0.4% of portfolio
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David A. Siegel Two Sigma Advisers, LP | New York, Ny19.5MShares$274 Million0.73% of portfolio
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State Street Corp Boston, MA18.8MShares$264 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA17.9MShares$252 Million0.02% of portfolio
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Two Sigma Investments, LP New York, NY15.9MShares$223 Million0.59% of portfolio
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Dimensional Fund Advisors LP Austin, TX14.3MShares$201 Million0.05% of portfolio
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Morgan Stanley New York, NY13.6MShares$191 Million0.02% of portfolio
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Ubs Group Ag12.5MShares$176 Million0.04% 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 |
|---|---|---|---|---|---|
|
Feb 20
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
9,185
-5.14%
|
$137,775
$15.43 P/Share
|
|
Feb 19
2025
|
Arun Pinto Chief Risk Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
15,050
-11.93%
|
$240,800
$16.93 P/Share
|
|
Feb 19
2025
|
Eric Schuppenhauer EVP GBUL Borrow |
SELL
Payment of exercise price or tax liability
|
Direct |
31,366
-19.91%
|
$501,856
$16.93 P/Share
|
|
Feb 14
2025
|
Arun Pinto Chief Risk Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
45,389
+26.46%
|
-
|
|
Feb 14
2025
|
Eric Schuppenhauer EVP GBUL Borrow |
BUY
Exercise of conversion of derivative security
|
Direct |
111,461
+41.43%
|
-
|
|
Jan 21
2025
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
8,914
-4.75%
|
$151,538
$17.58 P/Share
|
|
Dec 23
2024
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Open market or private sale
|
Direct |
8,914
-4.53%
|
$133,710
$15.59 P/Share
|
|
Dec 19
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Open market or private sale
|
Direct |
64,991
-9.98%
|
$974,865
$15.72 P/Share
|
|
Dec 18
2024
|
Jeremy Rishel Chief Technology Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
141,771
-17.87%
|
$2,268,336
$16.43 P/Share
|
|
Dec 18
2024
|
Stephen Simcock General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
65,379
-45.81%
|
$1,046,064
$16.43 P/Share
|
|
Dec 18
2024
|
Derek J White CEO - Galileo |
SELL
Payment of exercise price or tax liability
|
Direct |
64,433
-6.87%
|
$1,030,928
$16.43 P/Share
|
|
Dec 18
2024
|
Kelli Keough EVP, GBUL, SIPS |
SELL
Payment of exercise price or tax liability
|
Direct |
55,094
-21.89%
|
$881,504
$16.43 P/Share
|
|
Dec 16
2024
|
Anthony Noto Chief Executive Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
506,582
-5.07%
|
$8,105,312
$16.25 P/Share
|
|
Dec 16
2024
|
Anthony Noto Chief Executive Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
960,341
+8.77%
|
-
|
|
Dec 16
2024
|
Jeremy Rishel Chief Technology Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
271,751
+25.52%
|
-
|
|
Dec 16
2024
|
Stephen Simcock General Counsel |
BUY
Exercise of conversion of derivative security
|
Direct |
142,706
+50.0%
|
-
|
|
Dec 16
2024
|
Derek J White CEO - Galileo |
BUY
Exercise of conversion of derivative security
|
Direct |
148,403
+13.65%
|
-
|
|
Dec 16
2024
|
Kelli Keough EVP, GBUL, SIPS |
BUY
Exercise of conversion of derivative security
|
Direct |
109,120
+18.18%
|
-
|
|
Dec 16
2024
|
Christopher Lapointe CFO and PAO |
SELL
Payment of exercise price or tax liability
|
Direct |
117,540
-8.24%
|
$1,880,640
$16.25 P/Share
|
|
Dec 16
2024
|
Christopher Lapointe CFO and PAO |
BUY
Exercise of conversion of derivative security
|
Direct |
222,821
+13.51%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 35K shares |
|---|---|
| Exercise of conversion of derivative security | 7.15M shares |
| Open market or private purchase | 148K shares |
| Sale (or disposition) back to the issuer | 234K shares |
|---|---|
| Open market or private sale | 51.4M shares |
| Payment of exercise price or tax liability | 3.58M shares |
| Bona fide gift | 5K shares |