SOFI
SoFi Technologies, Inc.
15.85
1 x 15.87
56 x 15.89
bid
ask
+
0.22
1.41%
29 @ 04:00 PM
15.79 -0.06 (0.38%)
Ytd -39.46%
1y 28.76%
14.93
day range
15.89
9.50
52 week range
32.21
Open 15.17 Prev Close 15.63 Low 14.93 High 15.89 Mkt Cap 20.21B
Vol 52.66M Avg Vol 64.24M EPS 0.39 P/E 40.64 Forward P/E 19.78
Beta 2.26 Short Ratio 2.09 Inst. Own 55.83% Dividend N/A Div Yield N/A
Ex Div Date N/A Earning 04-29 50-d Avg 19.35 200-d Avg 23.82 1yr Est 25.02
Earning
Date For Estimate Reported Surprise surprise %
2026-04-29 2026-03 0.12 N/A N/A N/A
2026-01-30 2025-12 0.12 0.13 0.01 8.33%
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%
2025-04-29 2025-03 0.03 0.06 0.03 100.00%
2025-01-27 2024-12 0.04 0.05 0.01 25.00%
Upgrade / Downgrade
Date Firm Action From To
2026-03-19 Wells Fargo Upgrade Equal-Weight
2026-02-18 Truist Securities Upgrade Hold Hold
2026-02-09 Citizens Upgrade Market Perform Market Outperform
2026-02-03 JP Morgan Upgrade Neutral Overweight
2026-02-02 Needham Upgrade Buy Buy
2026-01-06 Barclays Upgrade Equal-Weight Equal-Weight
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 Conversion of Exercise of derivative security
2025-10-28 HUTTON GEORGE THOMPSON Director 664.94K Stock Gift
2026-03-19 KEOUGH KELLI ALLEN Officer 343.03K Sale
2026-03-15 LAPOINTE CHRISTOPHER Chief Financial Officer 1.78M Conversion of Exercise of derivative security
2026-03-16 NOTO ANTHONY J. Chief Executive Officer 11.70M Purchase
2026-03-17 RISHEL JEREMY DYLAN Chief Technology Officer 839.64K Sale
Institution Ownership
Report Date Organization Position Value Percentage
2025-12-30 Vanguard Group Inc 111.00M 1.76B 8.70%
2025-12-30 Blackrock Inc. 69.14M 1.10B 5.42%
2025-12-30 JPMORGAN CHASE & CO 64.13M 1.02B 5.03%
2025-12-30 Shaw D.E. & Co., Inc. 38.74M 613.99M 3.04%
2025-12-30 State Street Corporation 25.94M 411.12M 2.03%
2025-12-30 Geode Capital Management, LLC 23.64M 374.74M 1.85%
Fund Ownership
Report Date Organization Position Value Percentage
2025-12-30 JPMorgan Trust II-JPMorgan Large Cap Growth Fund 37.84M 599.79M 2.97%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund 37.58M 595.63M 2.95%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund 27.17M 430.67M 2.13%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Small-Cap Growth Index Fund 15.34M 243.07M 1.20%
2025-12-30 VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund 13.58M 215.30M 1.07%
2026-02-27 Fidelity Concord Street Trust-Fidelity Extended Market Index Fund 6.62M 104.96M 0.52%