SoFi Technologies, Inc.

NasdaqGS:SOFI Stock Report

Market Cap: US$16.7b

SoFi Technologies Ownership

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

Recent Insider Transactions

NasdaqGS:SOFI Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
16 Dec 24BuyUS$500,001Eric SchuppenhauerIndividual30,599.81US$16.34
12 Dec 24SellUS$833,186Ruzwana BashirIndividual52,000US$16.02
04 Dec 24SellUS$498,834,768Silver Lake Technology Management, L.L.C.Company31,154,165US$16.13
14 Jun 24BuyUS$199,110Anthony NotoIndividual30,715US$6.48
13 Jun 24SellUS$134,515,695Qatar Investment AuthorityCompany19,840,073US$6.78
24 May 24BuyUS$199,752Anthony NotoIndividual28,860US$6.92
23 May 24BuyUS$199,933Anthony NotoIndividual28,900US$6.92
03 May 24BuyUS$198,548Anthony NotoIndividual28,775US$6.90

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SOFI?
Owner TypeNumber of SharesOwnership Percentage
State or Government450,2170.0415%
Individual Insiders20,379,4811.88%
Institutions479,954,93844.2%
General Public584,362,23953.9%

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
OwnershipNameSharesCurrent ValueChange %Portfolio %
8.24%
The Vanguard Group, Inc.
89,438,166US$1.4b-0.66%0.02%
4.19%
BlackRock, Inc.
45,438,167US$697.5m-0.04%0.01%
2.28%
Dimensional Fund Advisors LP
24,716,612US$379.4m88.9%0.06%
1.85%
Nikko Asset Management Co., Ltd.
20,083,307US$308.3m75.3%0.11%
1.66%
State Street Global Advisors, Inc.
18,062,855US$277.3m1.75%0.01%
1.62%
Geode Capital Management, LLC
17,619,084US$270.5m2.08%0.02%
1.29%
Norges Bank Investment Management
13,952,298US$214.2m0%0.02%
1.16%
ARK Investment Management LLC
12,612,563US$193.6m-13.2%1.37%
1.05%
Renaissance Technologies LLC
11,390,900US$174.9m0%0.25%
0.96%
Morgan Stanley, Investment Banking and Brokerage Investments
10,454,806US$160.5m-27.6%0.02%
0.87%
Anthony Noto
9,483,125US$145.6m5.03%no data
0.77%
Marshall Wace LLP
8,393,313US$128.8m32%0.18%
0.66%
Millennium Management LLC
7,141,578US$109.6m350%0.09%
0.64%
JPMorgan Chase & Co, Brokerage and Securities Investments
6,913,337US$106.1m111%0.05%
0.57%
Charles Schwab Investment Management, Inc.
6,145,837US$94.3m1.44%0.02%
0.55%
Citadel Advisors LLC
5,977,493US$91.8m2,340%0.1%
0.53%
Patient Capital Management, LLC
5,795,687US$89.0m50.7%3.96%
0.52%
UBS Asset Management AG
5,643,477US$86.6m-12.7%0.01%
0.5%
Jane Street Group, LLC, Asset Management Arm
5,411,517US$83.1m-40.5%0.13%
0.49%
Wells Fargo & Company, Securities and Brokerage Investments
5,325,949US$81.8m59.1%0.02%
0.45%
Northern Trust Global Investments
4,930,751US$75.7m3.25%0.01%
0.43%
Susquehanna International Group, LLP, Asset Management Arm
4,612,612US$70.8m-43.4%0.11%
0.4%
Azora Capital LP
4,348,068US$66.7m8.83%3.07%
0.4%
Bank of America Corporation, Asset Management Arm
4,315,573US$66.2m453%0.02%
0.38%
Accel Partners
4,104,459US$63.0m0%1.68%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 01:58
End of Day Share Price 2024/12/20 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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.

AnalystInstitution
Terry MaBarclays
James FotheringhamBMO Capital Markets Equity Research
Mihir BhatiaBofA Global Research