SOFINasdaqFinance ServicesFiscal year ends December 31
SoFi Technologies, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$14.30−0.25 (-1.72%)
Close on Oct 19, 2026
- Market cap
- $19.33B
- P/E (TTM)
- 29.8
- Dividend yield
- 0.00%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
50.7%
654M of 1.29B shares
Institutional holders
920
129 new, 117 sold out
Net institutional buying
-49M
In Q2 2026
Insider trades, 12 months
7 buys · 18 sales
Net sold $9.09M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 68,207,763 | 5.34% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 64,797,945 | 5.10% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SOFI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 72,444,208 | 5.61% | $1.30B | +2,887,044 | 0.02% |
| Vanguard Capital Management LLC | 57,928,852 | 4.49% | $1.04B | +820,271 | 0.02% |
| Vanguard Portfolio Management LLC | 50,740,132 | 3.93% | $909.77M | −234,983 | 0.04% |
| Goldman Sachs Group Inc | 35,207,678 | 2.73% | $631.27M | +22,675,109 | 0.05% |
| UBS Group AG | 35,168,018 | 2.72% | $630.56M | −1,249,183 | 0.08% |
| State Street Corp | 28,763,660 | 2.23% | $515.73M | +1,448,463 | 0.02% |
| Geode Capital Management, LLC | 23,356,377 | 1.81% | $417.56M | −2,626,459 | 0.02% |
| Morgan Stanley | 19,521,442 | 1.51% | $350.02M | −1,737,325 | 0.02% |
| D. E. Shaw & Co., Inc. | 14,691,786 | 1.14% | $263.42M | −28,029,122 | 0.13% |
| Norges Bank | 13,630,462 | 1.06% | $244.39M | New | 0.02% |
| Marshall Wace, Llp | 11,697,405 | 0.91% | $209.73M | +5,177,721 | 0.17% |
| Millennium Management LLC | 10,493,471 | 0.81% | $188.15M | +2,235,003 | 0.07% |
| Susquehanna International Group, Llp | 10,236,195 | 0.79% | $183.53M | +5,466,002 | 0.01% |
| Dimensional Fund Advisors LP | 10,003,025 | 0.77% | $179.38M | +896,493 | 0.03% |
| Bank Of America Corp /De/ | 9,135,967 | 0.71% | $163.81M | −1,706,381 | 0.01% |
| Vanguard Fiduciary Trust Co | 8,140,281 | 0.63% | $145.96M | +222,470 | 0.03% |
| Northern Trust Corp | 7,620,475 | 0.59% | $136.64M | +273,810 | 0.02% |
| Charles Schwab Investment Management Inc | 7,280,268 | 0.56% | $130.54M | +809,882 | 0.02% |
| Citigroup Inc | 6,283,079 | 0.49% | $112.66M | −1,213,204 | 0.04% |
| Bank Of Montreal /Can/ | 6,168,171 | 0.48% | $110.60M | −598,527 | 0.04% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 920 | 654M | 50.7% | 129 / 393 | 260 / 117 | 101M | 150M |
| Q1 2026 | 926 | 706M | 54.6% | 118 / 389 | 299 / 187 | 265M | 150M |
| Q4 2025 | 1,005 | 702M | 54.4% | 197 / 429 | 240 / 89 | 101M | 79M |
| Q3 2025 | 913 | 681M | 52.7% | 256 / 298 | 233 / 79 | 199M | 98M |
| Q2 2025 | 745 | 582M | 45.0% | 118 / 314 | 203 / 82 | 114M | 54M |
| Q1 2025 | 716 | 521M | 40.4% | 129 / 287 | 198 / 106 | 78M | 76M |
| Q4 2024 | 705 | 524M | 40.6% | 170 / 211 | 223 / 80 | 140M | 127M |
| Q3 2024 | 625 | 513M | 39.7% | 110 / 226 | 163 / 72 | 134M | 30M |
| Q2 2024 | 592 | 455M | 35.2% | 80 / 246 | 159 / 81 | 62M | 84M |
| Q1 2024 | 601 | 478M | 37.0% | 112 / 252 | 133 / 76 | 137M | 50M |
| Q4 2023 | 572 | 391M | 30.3% | 117 / 207 | 151 / 51 | 65M | 29M |
| Q3 2023 | 514 | 356M | 27.6% | 74 / 190 | 146 / 69 | 45M | 48M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SOFI | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 40,740,277 | 3.15% | $730.47M | 0.03% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 29,415,426 | 2.28% | $527.42M | 0.28% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 16,973,510 | 1.31% | $304.34M | 0.65% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 14,710,320 | 1.14% | $263.76M | 0.27% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 6,542,850 | 0.51% | $119.21M | 0.28% | May 31, 2026 |
| iShares Russell Mid-Cap ETF | 5,185,464 | 0.40% | $92.98M | 0.16% | Jun 30, 2026 |
| Fidelity Mid Cap Index Fund | 4,782,913 | 0.37% | $78.01M | 0.15% | Jul 31, 2026 |
| Schwab U.S. Large-Cap Growth ETF | 2,703,291 | 0.21% | $49.25M | 0.08% | May 31, 2026 |
| iShares Russell 1000 Value ETF | 2,490,529 | 0.19% | $44.66M | 0.06% | Jun 30, 2026 |
| Fidelity Total Market Index Fund | 2,401,942 | 0.19% | $43.76M | 0.03% | May 31, 2026 |
| ARK Innovation ETF | 2,230,982 | 0.17% | $36.39M | 0.65% | Jul 31, 2026 |
| Vanguard Financials Index Fund | 2,044,171 | 0.16% | $37.24M | 0.28% | May 31, 2026 |
| Fidelity Series Total Market Index Fund | 1,938,477 | 0.15% | $35.32M | 0.03% | May 31, 2026 |
| Dimensional U.S. Core Equity 2 ETF | 1,850,546 | 0.14% | $30.18M | 0.06% | Jul 31, 2026 |
| U.S. Core Equity 2 Portfolio | 1,731,132 | 0.13% | $28.23M | 0.07% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Anthony Noto | Chief Executive Officer, Director | 12,288,467 | 0.95% | Sep 16, 2026 |
| Jeremy Rishel | Chief Technology Officer | 912,650 | 0.07% | Sep 23, 2026 |
| Kelli Keough | EVP, GBUL, SIPS | 408,073 | 0.03% | Sep 23, 2026 |
| Christopher Lapointe | CFO and PAO | 1,929,631 | 0.15% | Sep 16, 2026 |
| Arun Pinto | Chief Risk Officer | 228,623 | 0.02% | Sep 16, 2026 |
| Eric Schuppenhauer | EVP GBUL Borrow | 334,336 | 0.03% | Sep 16, 2026 |
| Robert S. Lavet | General Counsel | 127,015 | 0.01% | Sep 16, 2026 |
| Stephen Simcock | General Counsel | 235,833 | 0.02% | Dec 17, 2025 |
| Derek J. White | CEO - Galileo | 1,096,513 | 0.08% | Sep 17, 2025 |
| Steven J. Freiberg | Director | 593,998 | 0.05% | Jul 27, 2026 |
| Bashir Ruzwana | Director | 79,359 | 0.01% | Jul 27, 2026 |
| Clara Liang | Director | 115,645 | 0.01% | Jul 27, 2026 |
| Magdalena Yesil | Director | 433,104 | 0.03% | Jul 27, 2026 |
| Dana R. Green | Director | – | – | Jul 27, 2026 |
| John C.R. Hele | Director | 35,034 | 0.00% | Jul 27, 2026 |
| William A. Borden | Director | 35,034 | 0.00% | Jul 27, 2026 |
| Gary Meltzer | Director | 71,281 | 0.01% | Jul 27, 2026 |
| George Thompson Hutton | Director | 683,326 | 0.05% | Jul 27, 2026 |
| Slta Iv (Gp), L.L.C. | Director | 37,887,634 | 2.93% | Dec 4, 2024 |
| Silver Lake Partners IV, L.P. | Director | 185,013 | 0.01% | Dec 4, 2024 |
| Michael J. Bingle | Director | 38,531,257 | 2.98% | Dec 4, 2024 |
| Silver Lake Technology Associates IV, L.P. | Director | 31,267,136 | 2.42% | Dec 4, 2024 |
| Silver Lake Technology Investors IV (Delaware II), L.P. | Director | 31,205,853 | 2.42% | Dec 4, 2024 |
| Silver Lake Group, L.L.C. | Director | 31,169,879 | 2.41% | Dec 4, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeremy Rishel Chief Technology Officer | Sep 21, 2026 | Sale(10b5-1 plan) | −18,624 | $17.50 | $325.92K | 912,650 |
| Kelli Keough EVP, GBUL, SIPS | Sep 21, 2026 | Sale(10b5-1 plan) | −10,203 | $16.99 | $173.35K | 408,073 |
| Eric Schuppenhauer EVP GBUL Borrow | Sep 15, 2026 | Tax withholding | −2,757 | $17.28 | $47.64K | 334,336 |
| Jeremy Rishel Chief Technology Officer | Sep 15, 2026 | Tax withholding | −41,750 | $17.28 | $721.44K | 931,274 |
| Robert S. Lavet General Counsel | Sep 15, 2026 | Tax withholding | −14,414 | $17.28 | $249.07K | 109,843 |
| Kelli Keough EVP, GBUL, SIPS | Sep 15, 2026 | Tax withholding | −66,033 | $17.28 | $1.14M | 418,276 |
| Arun Pinto Chief Risk Officer | Sep 15, 2026 | Tax withholding | −11,838 | $17.28 | $204.56K | 228,623 |
| Anthony Noto Chief Executive Officer, Director | Sep 14, 2026 | Option exercise | +136,166 | – | – | 12,255,208 |
| Anthony Noto Chief Executive Officer, Director | Sep 14, 2026 | Option exercise | +154,197 | – | – | 12,409,405 |
| Anthony Noto Chief Executive Officer, Director | Sep 14, 2026 | Option exercise | +55,191 | – | – | 12,464,596 |
| Anthony Noto Chief Executive Officer, Director | Sep 14, 2026 | Tax withholding | −188,259 | $17.32 | $3.26M | 12,276,337 |
| Eric Schuppenhauer EVP GBUL Borrow | Sep 14, 2026 | Option exercise | +6,493 | – | – | 337,093 |
| Jeremy Rishel Chief Technology Officer | Sep 14, 2026 | Option exercise | +11,363 | – | – | 973,024 |
| Jeremy Rishel Chief Technology Officer | Sep 14, 2026 | Option exercise | +37,824 | – | – | 932,913 |
| Jeremy Rishel Chief Technology Officer | Sep 14, 2026 | Option exercise | +28,748 | – | – | 961,661 |
| Christopher Lapointe CFO and PAO | Sep 14, 2026 | Option exercise | +14,609 | – | – | 1,929,631 |
| Christopher Lapointe CFO and PAO | Sep 14, 2026 | Tax withholding | −59,341 | $17.32 | $1.03M | 1,870,290 |
| Christopher Lapointe CFO and PAO | Sep 14, 2026 | Option exercise | +36,589 | – | – | 1,915,022 |
| Christopher Lapointe CFO and PAO | Sep 14, 2026 | Option exercise | +52,954 | – | – | 1,878,433 |
| Robert S. Lavet General Counsel | Sep 14, 2026 | Option exercise | +36,057 | – | – | 124,257 |
| Kelli Keough EVP, GBUL, SIPS | Sep 14, 2026 | Option exercise | +5,681 | – | – | 484,309 |
| Kelli Keough EVP, GBUL, SIPS | Sep 14, 2026 | Option exercise | +13,067 | – | – | 478,628 |
| Kelli Keough EVP, GBUL, SIPS | Sep 14, 2026 | Option exercise | +26,476 | – | – | 465,561 |
| Kelli Keough EVP, GBUL, SIPS | Sep 14, 2026 | Option exercise | +82,643 | – | – | 439,085 |
| Arun Pinto Chief Risk Officer | Sep 14, 2026 | Option exercise | +9,740 | – | – | 240,461 |
| Arun Pinto Chief Risk Officer | Sep 14, 2026 | Option exercise | +11,434 | – | – | 230,721 |
| Kelli Keough EVP, GBUL, SIPS | Aug 20, 2026 | Sale(10b5-1 plan) | −11,286 | $18.00 | $203.15K | 356,442 |
| Eric Schuppenhauer EVP GBUL Borrow | Aug 18, 2026 | Tax withholding | −23,720 | $18.00 | $426.96K | 330,600 |
| Arun Pinto Chief Risk Officer | Aug 18, 2026 | Tax withholding | −25,118 | $18.00 | $452.12K | 219,287 |
| Eric Schuppenhauer EVP GBUL Borrow | Aug 17, 2026 | Option exercise | +55,731 | – | – | 354,320 |
| Arun Pinto Chief Risk Officer | Aug 17, 2026 | Option exercise | +45,389 | – | – | 244,405 |
| Kelli Keough EVP, GBUL, SIPS | Jul 20, 2026 | Sale(10b5-1 plan) | −10,954 | $17.19 | $188.30K | 367,728 |
| Kelli Keough EVP, GBUL, SIPS | Jun 22, 2026 | Sale(10b5-1 plan) | −10,954 | $17.35 | $190.05K | 378,682 |
| Robert S. Lavet General Counsel | Jun 18, 2026 | Sale | −1,188 | $17.55 | $20.85K | 88,200 |
| Gary Meltzer Director | Jun 17, 2026 | Option exercise | +2,823 | – | – | 71,281 |
| Robert S. Lavet General Counsel | Jun 17, 2026 | Option exercise | +2,823 | – | – | 89,388 |
| Jeremy Rishel Chief Technology Officer | Jun 17, 2026 | Sale(10b5-1 plan) | −102,123 | $17.78 | $1.82M | 895,089 |
| Robert S. Lavet General Counsel | Jun 16, 2026 | Tax withholding | −14,914 | $17.61 | $262.64K | 86,565 |
| Arun Pinto Chief Risk Officer | Jun 16, 2026 | Tax withholding | −11,029 | $17.61 | $194.22K | 199,016 |
| Jeremy Rishel Chief Technology Officer | Jun 16, 2026 | Tax withholding | −155,605 | $17.61 | $2.74M | 997,212 |
| Eric Schuppenhauer EVP GBUL Borrow | Jun 16, 2026 | Tax withholding | −2,509 | $17.61 | $44.18K | 298,589 |
| Kelli Keough EVP, GBUL, SIPS | Jun 16, 2026 | Tax withholding | −61,479 | $17.61 | $1.08M | 389,636 |
| Anthony Noto Chief Executive Officer, Director | Jun 16, 2026 | Buy | +13,888 | $18.06 | $250.82K | 11,960,507 |
| Magdalena Yesil Director | Jun 15, 2026 | Gift | −433,104 | – | – | 0 |
| Magdalena Yesil Director | Jun 15, 2026 | Gift | +433,104 | – | – | 433,104 |
| Robert S. Lavet General Counsel | Jun 15, 2026 | Option exercise | +36,057 | – | – | 101,479 |
| Arun Pinto Chief Risk Officer | Jun 15, 2026 | Option exercise | +11,434 | – | – | 200,306 |
| Arun Pinto Chief Risk Officer | Jun 15, 2026 | Option exercise | +9,739 | – | – | 210,045 |
| Jeremy Rishel Chief Technology Officer | Jun 15, 2026 | Option exercise | +271,751 | – | – | 1,112,706 |
| Jeremy Rishel Chief Technology Officer | Jun 15, 2026 | Option exercise | +28,749 | – | – | 1,141,455 |
| Jeremy Rishel Chief Technology Officer | Jun 15, 2026 | Option exercise | +11,362 | – | – | 1,152,817 |
| Eric Schuppenhauer EVP GBUL Borrow | Jun 15, 2026 | Option exercise | +6,493 | – | – | 301,098 |
| Christopher Lapointe CFO and PAO | Jun 15, 2026 | Option exercise | +36,590 | – | – | 1,866,089 |
| Christopher Lapointe CFO and PAO | Jun 15, 2026 | Option exercise | +14,609 | – | – | 1,880,698 |
| Christopher Lapointe CFO and PAO | Jun 15, 2026 | Tax withholding | −55,219 | $16.58 | $915.53K | 1,825,479 |
| Christopher Lapointe CFO and PAO | Jun 15, 2026 | Option exercise | +52,953 | – | – | 1,829,499 |
| Anthony Noto Chief Executive Officer, Director | Jun 15, 2026 | Option exercise | +55,190 | – | – | 12,306,060 |
| Anthony Noto Chief Executive Officer, Director | Jun 15, 2026 | Tax withholding | −187,018 | $16.58 | $3.10M | 12,119,042 |
| Anthony Noto Chief Executive Officer, Director | Jun 15, 2026 | Option exercise | +136,165 | – | – | 12,096,672 |
| Anthony Noto Chief Executive Officer, Director | Jun 15, 2026 | Option exercise | +154,198 | – | – | 12,250,870 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeremy Rishel Officer | Sep 21, 2026 | 18,624 | $325.92K | Sep 21, 2026 | Restricted Stock Vesting |
| Keough Kelli Officer | Sep 21, 2026 | 30,918 | $524.37K | Sep 21, 2026 | RSU Vesting |
| Eric Schuppenhauer Officer | Sep 15, 2026 | 2,757 | $47.64K | Sep 15, 2026 | Restricted Stock Vesting |
| Kelli Keough Officer | Sep 15, 2026 | 66,033 | $1.14M | Sep 15, 2026 | Restricted Stock Vesting |
| Robert S. Lavet Officer | Sep 15, 2026 | 14,414 | $249.06K | Sep 15, 2026 | Restricted Stock Vesting |
| Jeremy Rishel Officer | Sep 15, 2026 | 41,750 | $721.40K | Sep 15, 2026 | Restricted Stock Vesting |
| Arun Pinto Officer | Sep 15, 2026 | 11,838 | $204.55K | Sep 15, 2026 | Restricted Stock Vesting |
| Eric Schuppenhauer Officer | Aug 18, 2026 | 23,720 | $427.01K | Aug 18, 2026 | Restricted Stock Vesting |
| Arun Pinto Officer | Aug 18, 2026 | 25,118 | $452.17K | Aug 18, 2026 | Restricted Stock Vesting |
| Keough Kelli Officer | Jun 22, 2026 | 33,194 | $594.51K | Jun 22, 2026 | RSU Vesting |
| Robert S. Lavet Officer | Jun 18, 2026 | 1,188 | $20.84K | Jun 18, 2026 | Restricted Stock Vesting |
| Jeremy Rishel Officer | Jun 17, 2026 | 102,123 | $1.82M | Jun 17, 2026 | Restricted Stock Vesting |
| Kelli Keough Officer | Jun 16, 2026 | 61,479 | $1.08M | Jun 16, 2026 | Restricted Stock Vesting |
| Arun Pinto Officer | Jun 16, 2026 | 11,029 | $194.17K | Jun 16, 2026 | Restricted Stock Vesting |
| Robert S. Lavet Officer | Jun 16, 2026 | 14,914 | $262.57K | Jun 16, 2026 | Restricted Stock Vesting |