Follow The Filings

SOFI Sofi Technologies Inc.

Financials, filed as SOFI TECHNOLOGIES INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2, sold by 1

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

In 2026 Q2 Samantha McLemore added to Sofi Technologies, while Polen Capital Management trimmed.

Who owns this now

Largest portfolio weights among holders, up to 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%

Who owns SOFI

Sorted by value, long equity only, as of 2026 Q2.

History
Cathie Wood, Ark Investment Management 0.44%, was 0.48% Small trim −2.4% 3,742,479 $67M History
Samantha Mclemore, Patient Capital Management 0.88%, was 0.77% Add +13.5% 1,505,629 $27M History
Polen Capital Management 0.01% Reduce −36.5% 65,611 $1.2M History

3 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by SOFI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All SOFI insider trades
  • $2.5M bought by 3 insiders
  • $1.9M sold by 1 insider outside a trading plan
  • $9.8M sold by 3 insiders under 10b5-1 plans
  1. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $150K 10,203 shares at $14.72 2.5% of stake
    Traded Oct 20 Filed Oct 22
    ↗
  2. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $173K 10,203 shares at $16.99 2.4% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  3. Jeremy Rishel Chief Technology Officer
    Planned sale
    $326K 18,624 shares at $17.50 2% of stake
    Traded Sep 21 Filed Sep 23
    ↗
  4. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $203K 11,286 shares at $18.00 3.1% of stake
    Traded Aug 20 Filed Aug 24
    ↗
  5. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $188K 10,954 shares at $17.19 2.9% of stake
    Traded Jul 20 Filed Jul 21
    ↗
  6. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $190K 10,954 shares at $17.35 2.8% of stake
    Traded Jun 22 Filed Jun 23
    ↗
  7. Jeremy Rishel Chief Technology Officer
    Planned sale
    $1.8M 102,123 shares at $17.78 10% of stake
    Traded Jun 17 Filed Jun 17
    ↗
  8. Anthony Noto CEO
    Buy
    $251K 13,888 shares at $18.06 +0.1% to stake
    Traded Jun 16 Filed Jun 16
    ↗
  9. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $156K 10,037 shares at $15.53 3% of stake
    Traded May 20 Filed May 22
    ↗
  10. Anthony Noto CEO
    Buy
    $249K 15,545 shares at $16.00 +0.1% to stake
    Traded May 11 Filed May 11
    ↗
  11. Anthony Noto CEO
    Buy
    $250K 15,878 shares at $15.73 +0.1% to stake
    Traded May 8 Filed May 8
    ↗
  12. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $188K 9,742 shares at $19.25 2.8% of stake
    Traded Apr 21 Filed Apr 23
    ↗
  13. Kelli Keough EVP, Gbul, Sips
    Planned sale
    $165K 9,742 shares at $16.94 2.8% of stake
    Traded Mar 20 Filed Mar 20
    ↗
  14. Jeremy Rishel Chief Technology Officer
    Planned sale
    $1.7M 94,958 shares at $17.43 10% of stake
    Traded Mar 18 Filed Mar 18
    ↗
  15. Anthony Noto CEO
    Buy
    $501K 28,900 shares at $17.32 +0.2% to stake
    Traded Mar 17 Filed Mar 17
    ↗

Also filed in the last 12 months, not counted as buying or selling: 78 option exercises, 37 share withholdings for taxes, 2 stock grants, 2 gifts, and 1 sale to cover taxes.

Congress

2 members of Congress traded SOFI in the last three years: 2 buys and 1 sale. 1 member listed it in 2025 annual reports.

All Congress trades
  1. James Comer R-KY-1 Buy $1K–$15K Jan 2, 2025 filed Jan 10, 2025
  2. James Comer R-KY-1 Buy $1K–$15K Jan 2, 2025 filed Jan 10, 2025
  3. Thomas R. Carper D-DESpouse Sell $1K–$15K Mar 21, 2024 filed Mar 29, 2024

SEC filings

Recent issuer filings from EDGAR, 4 shown.

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

Source: SEC EDGAR submissions, updated 3 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its 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). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.