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SOFI
SoFi Technologies, Inc.
17.08
48 x 15.69
28 x 18.42
bid
ask
+
0.40
2.40%
02:01 PM
timesize
Ytd -34.76%
1y 26.89%
16.59
day range
17.23
13.46
52 week range
32.73
Open 16.66 Prev Close 16.68 Low 16.59 High 17.23 Mkt Cap 21.90B
Vol 40.26M Avg Vol 67.12M EPS 0.45 P/E 37.95 Forward P/E 22.72
Beta 2.13 Short Ratio 2.54 Inst. Own 56.64% Dividend N/A Div Yield N/A
Ex Div Date N/A Earning 07-28 50-d Avg 16.75 200-d Avg 23.12 1yr Est 21.00
Earning
Date For Estimate Reported Surprise surprise %
2026-04-29 2026-03 0.12 0.12 N/A N/A
2026-01-30 2025-12 0.12 0.13 0.01 8.33%
2026-01-30 2025-12 0.12 N/A N/A N/A
2025-10-28 2025-09 0.09 N/A N/A N/A
2025-10-28 2025-09 0.09 0.11 0.02 22.22%
2025-07-29 2025-06 0.06 0.08 0.02 33.33%
Upgrade / Downgrade
Date Firm Action From To
2026-05-12 Truist Securities Upgrade Hold Hold
2026-05-04 Citigroup Upgrade Buy Buy
2026-04-30 UBS Upgrade Neutral Neutral
2026-04-30 TD Cowen Upgrade Hold Hold
2026-04-30 Stephens & Co. Upgrade Overweight Overweight
2026-04-30 Needham Upgrade Buy Buy
Profile
SoFi Technologies, Inc. provides various financial services in the United States, Latin America, Canada, and Hong Kong. The company operates through three segments: Lending, Technology Platform, and Financial Services. It offers lending and financial services and products that allows its members to borrow, save, spend, invest, and protect money; and personal loans, student loans, home loans, and related services. The company also operates Galileo, a technology platform that offers services to financial and non-financial institution; and Technisys, a cloud-native digital and core banking platform that provides software licenses and associated services, including implementation and maintenance. In addition, it provides SoFi Money offers checking and savings accounts, and cash management products; SoFi Invest, a mobile-first investment platform that offers access to trading and advisory solutions, such as investing and robo-advisory; and SoFI Crypto, a new digital asset trading platform. Further, the company offers SoFi Credit Card that provides cash back rewards on every purchase; Sofi Relay, a personal finance management product that allows to track all of their financial accounts comprising credit score and spending behaviors; SoFi Protect which offers insurance product; SoFi Travel, an application that manages travel search and booking experience; SoFi At Work provides financial benefits to employees, including student loan payments made on their employees' behalf; Lantern Credit, a financial services marketplace platform for seeking alternative products and provide product comparisons; and other lending as a service that offers pre-qualified borrower referrals and offers loans to third-party partner. The company was founded in 2011 and is based in San Francisco, California.
Insider Holder
Date Name Relation Quantity Description
2026-02-05 FREIBERG STEVEN J Director 588.85K Sale
2025-10-28 HUTTON GEORGE THOMPSON Director 664.94K Stock Gift
2026-05-19 KEOUGH KELLI ALLEN Officer 323.25K Sale
2026-03-15 LAPOINTE CHRISTOPHER Chief Financial Officer 1.78M Conversion of Exercise of derivative security
2026-05-10 NOTO ANTHONY J. Chief Executive Officer 11.95M Purchase
2026-03-17 RISHEL JEREMY DYLAN Chief Technology Officer 839.64K Sale
Institution Ownership
Report Date Organization Position Value Percentage
2026-03-30 Blackrock Inc. 69.56M 1.23B 5.42%
2026-03-30 Vanguard Capital Management LLC 57.11M 1.01B 4.45%
2026-03-30 Vanguard Portfolio Management LLC 50.98M 903.79M 3.97%
2026-03-30 Shaw D.E. & Co., Inc. 42.72M 757.44M 3.33%
2026-03-30 UBS Group AG 36.42M 645.68M 2.84%
2026-03-30 State Street Corporation 27.32M 484.30M 2.13%
Fund Ownership
Report Date Organization Position Value Percentage
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 40.52M 718.40M 3.16%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 29.40M 521.34M 2.29%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund 16.45M 291.74M 1.28%
2026-03-30 VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund 14.18M 251.49M 1.11%
2026-03-30 Fidelity Concord Street Trust-Fidelity Extended Market Index Fund 6.76M 119.87M 0.53%
2026-04-29 iShares Trust-iShares Russell Mid-Cap ETF 4.74M 84.06M 0.37%