SoFi Technologies Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:6B0 Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
16 Dec 24	Buy€476,001	Eric Schuppenhauer	Individual	30,599.81	€15.56
12 Dec 24	Sell€794,359	Ruzwana Bashir	Individual	52,000	€15.28
04 Dec 24	Sell€473,693,495	Silver Lake Technology Management, L.L.C.	Company	31,154,165	€15.32
14 Jun 24	Buy€186,148	Anthony Noto	Individual	30,715	€6.06
13 Jun 24	Sell€124,965,081	Qatar Investment Authority	Company	19,840,073	€6.30
24 May 24	Buy€184,031	Anthony Noto	Individual	28,860	€6.38
23 May 24	Buy€184,718	Anthony Noto	Individual	28,900	€6.39
03 May 24	Buy€184,312	Anthony Noto	Individual	28,775	€6.41

Insider Trading Volume

Insider Buying: 6B0 insiders have sold more shares than they have bought in the past 3 months.

Ownership Breakdown

What is the ownership structure of 6B0?
Owner Type	Number of Shares	Ownership Percentage
State or Government	450,217	0.0415%
Individual Insiders	20,314,490	1.87%
Institutions	479,446,223	44.2%
General Public	584,935,945	53.9%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 13.2%.

Top Shareholders

Top 25 shareholders own 32.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.24%	The Vanguard Group, Inc.	89,438,166	€1.4b	-0.66%	0.02%
4.19%	BlackRock, Inc.	45,438,167	€699.4m	-0.04%	0.01%
2.28%	Dimensional Fund Advisors LP	24,716,612	€380.4m	88.9%	0.06%
1.85%	Nikko Asset Management Co., Ltd.	20,083,307	€309.1m	75.3%	0.11%
1.66%	State Street Global Advisors, Inc.	18,062,855	€278.0m	1.75%	0.01%
1.62%	Geode Capital Management, LLC	17,619,084	€271.2m	2.08%	0.02%
1.29%	Norges Bank Investment Management	13,952,298	€214.8m	0%	0.02%
1.16%	ARK Investment Management LLC	12,612,563	€194.1m	-13.2%	1.38%
1.05%	Renaissance Technologies LLC	11,390,900	€175.3m	0%	0.25%
0.96%	Morgan Stanley, Investment Banking and Brokerage Investments	10,454,806	€160.9m	-27.6%	0.02%
0.87%	Anthony Noto	9,483,125	€146.0m	5.03%	no data
0.77%	Marshall Wace LLP	8,393,313	€129.2m	32%	0.19%
0.66%	Millennium Management LLC	7,141,578	€109.9m	350%	0.09%
0.64%	JPMorgan Chase & Co, Brokerage and Securities Investments	6,913,337	€106.4m	111%	0.05%
0.57%	Charles Schwab Investment Management, Inc.	6,145,837	€94.6m	1.44%	0.02%
0.55%	Citadel Advisors LLC	5,977,493	€92.0m	2,340%	0.1%
0.53%	Patient Capital Management, LLC	5,795,687	€89.2m	50.7%	3.99%
0.52%	UBS Asset Management AG	5,643,477	€86.9m	-12.7%	0.01%
0.5%	Jane Street Group, LLC, Asset Management Arm	5,411,517	€83.3m	-40.5%	0.13%
0.49%	Wells Fargo & Company, Securities and Brokerage Investments	5,325,949	€82.0m	59.1%	0.02%
0.45%	Northern Trust Global Investments	4,930,751	€75.9m	3.25%	0.01%
0.43%	Susquehanna International Group, LLP, Asset Management Arm	4,612,612	€71.0m	-43.4%	0.11%
0.4%	Azora Capital LP	4,348,068	€66.9m	8.83%	3.08%
0.4%	Bank of America Corporation, Asset Management Arm	4,315,573	€66.4m	453%	0.02%
0.38%	Accel Partners	4,104,459	€63.2m	0%	1.67%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/26 13:44
End of Day Share Price	2024/12/23 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

SoFi Technologies, Inc. is covered by 27 analysts. 12 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Terry Ma	Barclays
James Fotheringham	BMO Capital Markets Equity Research
Mihir Bhatia	BofA Global Research