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
Date	Value	Name	Entity	Role	Shares	Max Price
05 Feb 26	BuyUS$99,650	Eric Schuppenhauer	Individual		5,000	US$19.93

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of SOFI?
Owner Type	Number of Shares	Ownership Percentage
State or Government	508,060	0.0399%
Individual Insiders	20,580,455	1.62%
General Public	567,559,342	44.6%
Institutions	685,130,227	53.8%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 16.4%.

Top Shareholders

Top 25 shareholders own 38.42% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
8.71%	The Vanguard Group, Inc.	111,003,107	US$2.2b	3.64%	0.02%
5.42%	BlackRock, Inc.	69,003,705	US$1.3b	10.9%	0.02%
3.04%	D. E. Shaw & Co., L.P.	38,737,636	US$757.8m	10.6%	0.63%
3.04%	JP Morgan Asset Management	38,737,357	US$757.8m	-26.2%	0.07%
2.04%	State Street Global Advisors, Inc.	25,937,928	US$507.4m	6.74%	0.02%
1.86%	Geode Capital Management, LLC	23,642,936	US$462.5m	9%	0.02%
1.53%	UBS Asset Management AG	19,507,631	US$381.6m	2.01%	0.03%
0.96%	Norges Bank Investment Management	12,280,945	US$240.3m	36.3%	0.01%
0.92%	Susquehanna International Group, LLP	11,749,388	US$229.8m	9.37%	0.28%
0.91%	Anthony Noto	11,619,452	US$227.3m	12.4%	no data
0.91%	Citadel Advisors LLC	11,528,450	US$225.5m	234%	0.16%
0.85%	Morgan Stanley	10,784,598	US$211.0m	40.9%	0.02%
0.82%	Bank of America Corporation	10,412,026	US$203.7m	0.35%	0.05%
0.81%	Two Sigma Advisers, LP	10,310,600	US$201.7m	22.8%	0.39%
0.76%	Jane Street Group, LLC	9,648,573	US$188.8m	-47.2%	0.22%
0.74%	Two Sigma Investments, LP	9,446,103	US$184.8m	7.35%	0.29%
0.69%	Dimensional Fund Advisors LP	8,746,747	US$171.1m	-10.7%	0.02%
0.66%	JPMorgan Chase & Co.	8,469,366	US$165.7m	-27.3%	0.02%
0.66%	Royal Bank of Canada	8,426,969	US$164.9m	3.53%	0.06%
0.62%	Voloridge Investment Management, LLC	7,857,647	US$153.7m	-21.5%	0.53%
0.55%	Northern Trust Global Investments	6,979,090	US$136.5m	5.23%	0.02%
0.52%	Marshall Wace LLP	6,650,744	US$130.1m	373%	0.14%
0.49%	BMO Asset Management Corp.	6,178,242	US$120.9m	39.3%	0.04%
0.47%	Charles Schwab Investment Management, Inc.	6,038,530	US$118.1m	9.43%	0.02%
0.45%	Wells Fargo & Company	5,725,955	US$112.0m	10.8%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2026/02/19 22:48
End of Day Share Price	2026/02/19 00:00
Earnings	2025/12/31
Annual Earnings	2025/12/31

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.

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 Github.

Analyst Sources

SoFi Technologies, Inc. is covered by 28 analysts. 18 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