SoFi Technologies, Inc.· SOFI

🇺🇸 US · LargeBroad USNASDAQ

Financial Services Financial - Credit Services Website

Price: $16.96
Day: +1.37%
Mkt Cap: $21.76B
52W Range: $14.88 – $32.73
Volume: 44.23M
Beta: 2.21

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.1 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 1,027 institutions hold; 532 added, 268 reduced
Insiders Q3 2026: no purchases, 2 sales ($391.5K)

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SoFi Technologies, Inc.

SOFI|Financial Services|Financial - Credit Services

Current price: $17

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.1x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

1 seller

vs 2.7 avg per quarter

Institutional net breadth · Q2 2026

+256

662 adding vs 406 reducing

Institutional ownership · Q2 2026

51.4%

1,027 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

72.4M

+3.5%

VANGUARD CAPITAL MANAGEMENT LLC

57.9M

+0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

50.7M

-1.1%

STATE STREET CORP

28.8M

+4.6%

GEODE CAPITAL MANAGEMENT, LLC

23.4M

-10.7%

JANE STREET GROUP, LLC

20.0M

-37.3%

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

126

74 buying126 unchanged48 selling

241 funds held SOFI in Q2 2026, holding 287.7M shares between them, down 0.5% on the quarter.

Largest fund holders

Series Portfolios Trust387.0K sh

SPDR SERIES TRUST108.0K sh

PACIFIC SELECT FUND64.5K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · Dec 4

SLTA IV (GP), L.L.C.

$310.4M

Sale · Dec 3

SLTA IV (GP), L.L.C.

$81.8M

Sale · Dec 2

SLTA IV (GP), L.L.C.

$27.8M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

Explore SOFI on stockoscope.com→

Generated September 21, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

SOFI Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.1/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

Fund Flow

10% weight

+25

Overall Smart Money sentiment of 3.1/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 20, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for SOFI

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

2 sales totaling $391.5K (22.2K shares)

Share volume is well below the historical pace (0.1x average), insiders are holding more

All sales came from a single insider

Buying seen in 8 of 15 quarters

0.1x

Selling pace

quarter in progress, filings still arriving

0.01%

Stake sold

of active insiders' holdings

1 seller

Seller breadth

vs 2.7 avg per quarter

Q2 2026

Last insider purchase

buying in 8 of 16 quarters

Notable Recent Transactions, SOFI

Top 8 highest-value insider trades from the last 8 quarters

SLTA IV (GP), L.L.C.

Director

Sell

19,389,745 shares at $16.01

≈81.8% of their stake at the time

Dec 4, 2024$310.45M

SLTA IV (GP), L.L.C.

Director

Sell

5,142,822 shares at $15.90

≈17.8% of their stake at the time

Dec 3, 2024$81.77M

SLTA IV (GP), L.L.C.

Director

Sell

1,729,713 shares at $16.06

≈5.6% of their stake at the time

Dec 2, 2024$27.78M

SLTA IV (GP), L.L.C.

Director

Sell

323,290 shares at $16.01

≈81.8% of their stake at the time

Dec 4, 2024$5.18M

Rishel Jeremy

CTO

Sell

98,733 shares at $27.50

≈11.5% of their stake at the time

Sep 18, 2025$2.72M

Rishel Jeremy

CTO

Sell

91,837 shares at $26.64

≈10.4% of their stake at the time

Dec 17, 2025$2.45M

Freiberg Steven J

Director

Sell

94,225 shares at $20.31

≈13.8% of their stake at the time

Feb 6, 2026$1.91M

Rishel Jeremy

CTO

Sell

102,123 shares at $17.78

≈10.2% of their stake at the time

Jun 17, 2026$1.82M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for SOFI

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

51.4% institutional ownership

Moderate accumulation: 662 adding vs 406 reducing

13F shares decreased by 6.8%, a significant shift

Momentum improving from prior quarter

+256

Net breadth

662 adding vs 406 reducing

Accumulating

1.63

Add / reduce ratio

in Q2 2026

-8

New − closed

130 initiated, 138 exited

4 of 10

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+662 growing-406 shrinkingNet: +256

130

532

268

138

New (130)

Increased (532)

Reduced (268)

Closed (138)

Top Institutional Holders, SOFI

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

72.4M

$1.3B

Ownership

5.64%

+3.5%

VANGUARD CAPITAL MANAGEMENT LLC

57.9M

$1.0B

Ownership

4.51%

+0.8%

VANGUARD PORTFOLIO MANAGEMENT LLC

50.7M

$909.8M

Ownership

3.95%

-1.1%

STATE STREET CORP

28.8M

$515.7M

Ownership

2.24%

+4.6%

GEODE CAPITAL MANAGEMENT, LLC

23.4M

$417.6M

Ownership

1.82%

-10.7%

JANE STREET GROUP, LLC

20.0M

$358.1M

Ownership

1.55%

-37.3%

MORGAN STANLEY

19.5M

$350.0M

Ownership

1.52%

-8.7%

UBS GROUP AG

17.9M

$321.8M

Ownership

1.40%

-10.4%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 248 ETFs and mutual funds reporting

74 buying48 sellingNet: +26

126

Buying (74)

Unchanged (126)

Selling (48)

In total, funds bought 6.9M shares and sold 8.4M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bullish Signal

Funds accumulating in Q2 2026

248 ETFs and mutual funds reporting

74 funds buying vs 48 selling

Top Fund Holders, SOFI

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

Series Portfolios Trust

387.0K

Weight

—

Jul 31, 2026No change

SPDR SERIES TRUST

108.0K

Weight

0.53%

Jul 31, 2026No change

PACIFIC SELECT FUND

64.5K

Weight

0.01%

Jun 30, 2026Increased

Northern Lights Variable Trust

53.3K

Weight

4.81%

Jun 30, 2026No change

LITMAN GREGORY FUNDS TRUST

45.0K

Weight

0.11%

Jun 30, 2026No change

ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST

44.0K

Weight

0.09%

Jun 30, 2026Decreased

NATIONWIDE MUTUAL FUNDS

38.6K

Weight

0.01%

Jul 31, 2026No change

Gabelli ETFs Trust

37.0K

Weight

18.60%

Jun 30, 2026No change

SoFi Technologies, Inc.· SOFI

Holdings Analysis

Insider Trading Activity

1.3Transaction History134Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings154Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History134Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings154Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights