Follow-The-Filings

Security · featured owners

SOFI Sofi Technologies Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 3 Owners
  • Max 0.9%
  • $95M
  • 1 add 2 reduce

SOFI (Sofi Technologies Inc.) is held in 3 featured 13F books as of 2026 Q2. Samantha Mclemore - Patient Capital Management is the largest tracked holder by portfolio weight (0.88%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 0.9% (Samantha Mclemore - Patient Capital Management) · not free-float ownership

  1. Samantha Mclemore add 0.88%
  2. Cathie Wood reduce 0.44%
  3. Polen Capital Management reduce 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Cathie Wood - Ark Investment Management 2026 Q2 0.44% Reduce −2.4% 3,742,479 $67M history
Samantha Mclemore - Patient Capital Management 2026 Q2 0.88% Add +13.5% 1,505,629 $27M history
Polen Capital Management 2026 Q2 0.01% Reduce −36.5% 65,611 $1M history

3 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.07 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 20, 2026 Filing Doc
4 Period Aug 17, 2026 · 2 forms Filing Doc
4 Period Jul 14, 2026 · 9 forms Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jun 26, 2026 Filing Doc
4 Period Jun 22, 2026 Filing Doc
4 Period Jun 17, 2026 · 2 forms Filing Doc
4 Period Jun 8, 2026 Filing Doc
4 Period Jun 15, 2026 · 7 forms Filing Doc

Updated 21 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $421.45M $503.12M $619.35M
Gross profit * $41.46M $41.49M $10.36M
Gross margin * 9.8% 8.2% 1.7%
Net income -$300.74M $498.66M $481.32M
Net margin * -71.4% 99.1% 77.7%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $30.07B $36.25B $50.66B
Total equity $5.23B $6.53B $10.49B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$7.23B -$1.12B -$3.74B
Cash from investing -$1.89B -$4.82B -$6.72B
Cash from financing $10.89B $5.03B $13.11B
Net change in cash $1.77B -$0.906B $2.65B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders