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	Shares	Max Price
16 Dec 24	BuyUS$500,001	Eric Schuppenhauer	Individual	30,599.81	US$16.34
12 Dec 24	SellUS$833,186	Ruzwana Bashir	Individual	52,000	US$16.02
04 Dec 24	SellUS$498,834,768	Silver Lake Technology Management, L.L.C.	Company	31,154,165	US$16.13

Insider Trading Volume

Insider Buying: Insufficient data to determine if 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	488,797	0.0442%
Individual Insiders	19,713,422	1.78%
Institutions	519,666,358	47%
General Public	565,494,519	51.2%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 34.74% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9%	The Vanguard Group, Inc.	99,467,295	US$1.9b	1.15%	0.02%
4.3%	BlackRock, Inc.	47,498,112	US$913.9m	0.96%	0.01%
3.17%	D. E. Shaw & Co., L.P.	35,079,448	US$674.9m	12%	0.74%
1.72%	Geode Capital Management, LLC	19,051,115	US$366.5m	6.22%	0.02%
1.69%	State Street Global Advisors, Inc.	18,728,173	US$360.3m	-0.18%	0.01%
1.55%	UBS Asset Management AG	17,155,065	US$330.1m	13.9%	0.03%
1.08%	Morgan Stanley, Investment Banking and Brokerage Investments	11,944,040	US$229.8m	-0.6%	0.02%
1%	Renaissance Technologies LLC	11,102,300	US$213.6m	67.1%	0.28%
0.97%	Bank of America Corporation, Asset Management Arm	10,703,911	US$205.9m	124%	0.05%
0.91%	Anthony Noto	10,063,743	US$193.6m	2.43%	no data
0.86%	Susquehanna International Group, LLP, Asset Management Arm	9,543,012	US$183.6m	69.8%	0.25%
0.86%	Two Sigma Investments, LP	9,501,392	US$182.8m	-40.1%	0.36%
0.85%	Two Sigma Advisers, LP	9,435,100	US$181.5m	-51.6%	0.35%
0.82%	Dimensional Fund Advisors LP	9,056,263	US$174.2m	-36.7%	0.02%
0.78%	Voloridge Investment Management, LLC	8,590,743	US$165.3m	76.1%	0.54%
0.73%	Citadel Advisors LLC	8,066,997	US$155.2m	46.6%	0.14%
0.61%	Norges Bank Investment Management	6,732,360	US$129.5m	0%	0.01%
0.59%	Charles Schwab Investment Management, Inc.	6,472,726	US$124.5m	2.52%	0.02%
0.57%	Qube Research & Technologies Ltd	6,288,743	US$121.0m	3,200%	0.18%
0.54%	Northern Trust Global Investments	5,987,994	US$115.2m	-1.06%	0.01%
0.54%	Wells Fargo & Company, Securities and Brokerage Investments	5,951,867	US$114.5m	-16.8%	0.03%
0.44%	Jane Street Group, LLC, Asset Management Arm	4,859,907	US$93.5m	-18.8%	0.14%
0.39%	Mitsubishi UFJ Asset Management Co., Ltd.	4,339,349	US$83.5m	58.3%	0.04%
0.38%	Marshall Wace LLP	4,248,329	US$81.7m	3,910%	0.11%
0.37%	Accel Partners	4,104,459	US$79.0m	0%	1.32%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/07/08 16:22
End of Day Share Price	2025/07/08 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

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 31 analysts. 17 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