Company Analysis

SoFi Technologies, Inc. (SOFI)

Nasdaq: SOFI · Finance Services · San Francisco, CA · filing with the SEC since 2020
Grade5.2
◀ Past 4.6● Present 5.8▶ Future 5.5

Who owns SoFi Technologies, Inc.

As filed with the SEC
Holders of 5% or more
2
Vanguard Capital Management holds 5.34% of Common Stock, as its SCHEDULE 13G filed Apr 30, 2026 says.
Directors and officers
18
report now, of 52 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 2 named at left.
Holders of 5% or moreshare of the class, as filed
Vanguard Capital Management
5.34%
Blackrock, Inc.
5.1%
JPMorgan Chase & Co.
SCHEDULE 13G/A · filed Feb 4, 2026 · Common stock, $0.0001 par value per share · reported falling below 5%, from 5.1% in Jan 21, 2026
under 5%
Jane Street Group, LLC
SCHEDULE 13G/A · filed Nov 13, 2025 · Common stock, $0.0001 par value per share · reported falling below 5%, from 5.5% in Aug 6, 2025
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 27, 2026 · Common Stock · reported falling below 5%
under 5%
What SOFI reports owning in othersstakes of 5% or more, and other ties

16 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 17, 2026.

Insider tradesForm 4
19sales
7purchases
17sales on a scheduled plan
5people selling
$11.7Msold, in dollars
$2.5Mbought, in dollars
Open-market trades on Form 4 from Nov 3, 2025 to Nov 3, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
212223242526
2026 runs to Nov 3, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window7 of 52 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Rishel JeremyChief Technology Officer4$6.2M40$0
Keough KelliEVP, GBUL, SIPS12$2.4M120$0
Freiberg Steven Jdirector1$1.9M00$0
Pinto ArunChief Risk Officer1$1.1M10$0
Noto AnthonyChief Executive Officer0$005$2.3M
Lavet Robert SGeneral Counsel1$001$100,000
Schuppenhauer EricEVP GBUL Borrow0$001$100,000
SI Assistanton SOFI · research, not advice