SoFi Technologies, Inc.
SOFIFigures shown here come from public SEC filings. Dates beside each section show the available history.
How SoFi Technologies, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 7 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 29, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| Xcel Wealth Management, LLC | 2026-03-31 | 158,965 | $2.52M | SEC filing |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2026-03-31 | 4,976 | $79K | SEC filing |
| Scarborough Advisors, LLC | 2026-03-31 | 829 | $13.2K | SEC filing |
| Pinnacle Wealth Planning Services, Inc. | 2026-03-31 | 9,238 | $147K | SEC filing |
| Midwest Professional Planners, LTD. | 2026-03-31 | 67,665 | $1.07M | SEC filing |
| NOMURA ASSET MANAGEMENT CO LTD | 2026-03-31 | 416,333 | $6.61M | SEC filing |
| Sunbelt Securities, Inc. | 2026-03-31 | 1,000 | $15.9K | SEC filing |
| Wealthcare Advisory Partners LLC | 2026-03-31 | 23,004 | $365K | SEC filing |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2026-03-31 | 1,704,000 | $27.1M | SEC filing |
| Raiffeisen Bank International AG | 2026-03-31 | 1,274 | $19.3K | SEC filing |
| Foundations Investment Advisors, LLC | 2026-03-31 | 24,052 | $382K | SEC filing |
| &PARTNERS | 2026-03-31 | 31,122 | $493K | SEC filing |
| Savant Capital, LLC | 2026-03-31 | 21,468 | $341K | SEC filing |
| GM Advisory Group, LLC | 2026-03-31 | 200,426 | $3.18M | SEC filing |
| R Squared Ltd | 2026-03-31 | 23,274 | $370K | SEC filing |
| Reynders McVeigh Capital Management, LLC | 2026-03-31 | 681,794 | Not shown | SEC filing |
| FRANKLIN RESOURCES INC | 2026-03-31 | 81,929 | $1.3M | SEC filing |
| ATWOOD & PALMER INC | 2026-03-31 | 197 | $3.13K | SEC filing |
| Trivium Point Advisory, LLC | 2026-03-31 | 11,150 | $177K | SEC filing |
| NEW YORK STATE COMMON RETIREMENT FUND | 2026-03-31 | 574,887 | $9.13M | SEC filing |
- Each value is checked against SoFi Technologies, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 1 row: the filed value is about 1,000 times too small for the share count at SoFi Technologies, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among SoFi Technologies, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-17 · Rishel Jeremy: Larger than all 20 other insider sales of Common Stock on file. SEC filing
- 2026-03-18 · Rishel Jeremy: Larger than 18 of the 20 other insider sales of Common Stock on file. SEC filing
- 2025-09-18 · Rishel Jeremy: Larger than 19 of the 20 other insider sales of Common Stock on file. SEC filing
Independent insiders buying near the same time
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-22 | Keough Kelli · EVP, GBUL, SIPS | Common Stock | S — Open market or private sale | −10,954 | 17.35 | SEC filing |
| 2026-06-18 | Lavet Robert S · General Counsel | Common Stock | S — Open market or private sale | −1,188 | 17.55 | SEC filing |
| 2026-06-17 | Rishel Jeremy · Chief Technology Officer | Common Stock | S — Open market or private sale | −102,123 | 17.78 | SEC filing |
| 2026-06-16 | Noto Anthony · Chief Executive Officer | Common Stock | P — Open market or private purchase | +13,888 | 18.06 | SEC filing |
| 2026-05-20 | Keough Kelli · EVP, GBUL, SIPS | Common Stock | S — Open market or private sale | −10,037 | 15.53 | SEC filing |
| 2026-05-11 | Noto Anthony · Chief Executive Officer | Common Stock | P — Open market or private purchase | +15,545 | 16.00 | SEC filing |
| 2026-05-08 | Noto Anthony · Chief Executive Officer | Common Stock | P — Open market or private purchase | +15,878 | 15.73 | SEC filing |
| 2026-04-21 | Keough Kelli · EVP, GBUL, SIPS | Common Stock | S — Open market or private sale | −9,742 | 19.25 | SEC filing |
Showing 8 of 17 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-26 | Borden William A. · Director | Deferred Stock Unit | A — Grant, award, or other acquisition | +1,016 | SEC filing |
| 2026-06-17 | Lavet Robert S · General Counsel | Restricted Stock Unit | M — Exercise or conversion of derivative security | −2,823 | SEC filing |
| 2026-06-17 | Meltzer Gary · Director | Restricted Stock Unit | M — Exercise or conversion of derivative security | −2,823 | SEC filing |
| 2026-06-17 | Meltzer Gary · Director | Common Stock | M — Exercise or conversion of derivative security | +2,823 | SEC filing |
| 2026-06-17 | Lavet Robert S · General Counsel | Common Stock | M — Exercise or conversion of derivative security | +2,823 | SEC filing |
| 2026-06-16 | Keough Kelli · EVP, GBUL, SIPS | Common Stock | F — Payment of exercise price or tax by delivering securities | −61,479 | SEC filing |
| 2026-06-16 | Rishel Jeremy · Chief Technology Officer | Common Stock | F — Payment of exercise price or tax by delivering securities | −155,605 | SEC filing |
| 2026-06-16 | Schuppenhauer Eric · EVP GBUL Borrow | Common Stock | F — Payment of exercise price or tax by delivering securities | −2,509 | SEC filing |
Showing 8 of 35 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-02-02 | Pinto Arun · Chief Risk Officer | Prepaid Forward Contract | J — Other acquisition or disposition | +71,500 | SEC filing |
| 2025-12-01 | HUTTON GEORGE THOMPSON · Director | Prepaid Forward Contract | J — Other acquisition or disposition | +664,938 | SEC filing |
| 2025-11-26 | Freiberg Steven J · Director | Prepaid Forward Contract | J — Other acquisition or disposition | +384,000 | SEC filing |
| 2025-11-12 | Lapointe Christopher · CFO and PAO | Prepaid Forward Contract | J — Other acquisition or disposition | +500,000 | SEC filing |
| 2025-08-28 | Noto Anthony · Chief Executive Officer | Prepaid Forward Contract | J — Other acquisition or disposition | +1,500,000 | SEC filing |
Showing 5 of 5 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.