SOFI · NASDAQ · Financial - Credit Services

SoFi (SOFI)

Combines consumer financial services, a national bank and infrastructure for other financial institutions.

$16.89
vs last close−0.27 (−1.59%)

13F · 13D/G · Form 4

Institutions51.14%660.57M shares
1,027 holders · as of Jun 30, 2026
Insiders1.37%17.69M shares
16 holders · as of Sep 16, 2026
Other47.49%613.30M shares
remainder

1.29B company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
5.61%72.44Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.49%57.93Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
3.93%50.74Mas of Jun 30, 2026
Goldman Sachs Group IncInstitution
2.73%35.21Mas of Jun 30, 2026
UBS Group AGInstitution
2.72%35.17Mas of Jun 30, 2026
State Street CorpInstitution
2.23%28.76Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
1.81%23.36Mas of Jun 30, 2026
Morgan StanleyInstitution
1.51%19.52Mas of Jun 30, 2026
D. E. Shaw & Co., Inc.Institution
1.14%14.69Mas of Jun 30, 2026
Norges BankInstitution
1.06%13.63Mas of Jun 30, 2026
Anthony NotoInsiderdirector, officer: Chief Executive Officer
0.95%12.28Mfiled Sep 16, 2026
Marshall Wace, LLPInstitution
0.91%11.70Mas of Jun 30, 2026
Millennium Management LLCInstitution
0.81%10.49Mas of Jun 30, 2026
Susquehanna International Group, LLPInstitution
0.79%10.24Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
0.77%10.00Mas of Jun 30, 2026
Bank of America Corp /DE/Institution
0.71%9.14Mas of Jun 30, 2026
Vanguard Fiduciary Trust CoInstitution
0.63%8.14Mas of Jun 30, 2026
Northern Trust CorpInstitution
0.59%7.62Mas of Jun 30, 2026
Charles Schwab Investment Management IncInstitution
0.56%7.28Mas of Jun 30, 2026
Sixth Street Partners Management Company, L.P.Institution
0.56%7.28Mas of Jun 30, 2026
Citigroup IncInstitution
0.49%6.28Mas of Jun 30, 2026
Bank of Montreal /Can/Institution
0.48%6.17Mas of Jun 30, 2026
Wells Fargo & Company/MNInstitution
0.46%5.89Mas of Jun 30, 2026
Sumitomo Mitsui Trust Group, Inc.Institution
0.44%5.68Mas of Jun 30, 2026
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.Institution
0.41%5.24Mas of Jun 30, 2026

13F, as of Jun 30, 2026

1,027 holders · 660.57M shares · 130 new positions · 532 increased · 268 reduced · 138 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.72.44M5.61%+2.89MAug 7, 2026
Vanguard Capital Management LLC57.93M4.49%+820.3KAug 13, 2026
Vanguard Portfolio Management LLC50.74M3.93%−235.0KAug 13, 2026
Goldman Sachs Group Inc35.21M2.73%+22.68MAug 14, 2026
UBS Group AG35.17M2.72%−1.25MAug 13, 2026
State Street Corp28.76M2.23%+1.45MAug 7, 2026
Geode Capital Management, LLC23.36M1.81%−2.63MAug 12, 2026
Morgan Stanley19.52M1.51%−1.74MAug 13, 2026

13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Vanguard Capital Management5.34%68.21M13GApr 30, 2026
BlackRock, Inc.5.10%64.80M13GApr 27, 2026

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Aug 20, 2026
Kelli Keoughofficer: EVP, GBUL, SIPS
Sale11,286$18.00356,442
Jul 20, 2026
Kelli Keoughofficer: EVP, GBUL, SIPS
Sale10,954$17.19367,728
Jun 22, 2026
Kelli Keoughofficer: EVP, GBUL, SIPS
Sale10,954$17.35378,682
Jun 18, 2026
Robert S. Lavetofficer: General Counsel
Sale1,188$17.5588,200
Jun 17, 2026
Jeremy Rishelofficer: Chief Technology Officer
Sale102,123$17.78895,089
Jun 16, 2026
Anthony Notodirector, officer: Chief Executive Officer
Purchase13,888$18.0611,960,507
May 20, 2026
Kelli Keoughofficer: EVP, GBUL, SIPS
Sale10,037$15.53323,247
May 11, 2026
Anthony Notodirector, officer: Chief Executive Officer
Purchase15,545$16.0011,946,619
May 8, 2026
Anthony Notodirector, officer: Chief Executive Officer
Purchase15,878$15.7311,931,074
Apr 21, 2026
Kelli Keoughofficer: EVP, GBUL, SIPS
Sale9,742$19.25333,284

House and Senate disclosures

Not reported.