SoFi Technologies Inc (SOFI)

Sector:
FINANCE
Industry:
CORPORATE FINANCE
SIC:
FINANCE SERVICES
CEO:
Anthony Noto
Employees:
1,383
234 1ST STREET, SAN FRANCISCO, CA, 94105
(855) 456-7634

SoFi's mission is to help people reach financial independence to realize their ambitions and financial independence doesn't just mean being rich - it means getting to a point where your money works for the life you want to live. Everything we do is geared toward helping our members get their money right. We're constantly innovating and building ways to give our members what they need to make that happen. We were founded in 2011 and have developed a comprehensive suite of products that offers the speed, selection, content and convenience that only an integrated digital platform can provide.

Data derived from most recent annual or quarterly report
Market Cap 6.206 Billion Shares Outstanding828.592 Million Avg 30-day Volume 56.433 Million
P/E Ratio0.0 Dividend Yield0.0 EPS-0.7
Price to Revenue8.4555 Debt to Equity0.8404 EBITDA-351.864 Million
Price to Book Value1.9025 Operating Margin-47.897 Enterprise Value11.238 Billion
Current Ratio3.231 EPS Growth0.767 Quick Ratio2.313
1 Yr BETA 1.7837 52-week High/Low 24.95 / 4.82 Profit Margin-49.137
Operating Cash Flow Growth-181.6849 Altman Z-Score0.9598 Free Cash Flow to Firm -1.694 Billion
Earnings Report2022-08-11
View SEC Filings from SOFI instead.

View recent insider trading info

Funds Holding SOFI (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding SOFI BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

94.5 Thousand total shares from 4 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

301.4 Thousand total shares from 4 transactions

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

NOTO ANTHONY CHIEF EXECUTIVE OFFICER

  • Officer
  • Director
3,239,839 2022-05-20 30

SCHWARTZ HARVEY M

  • Director
229,852 2022-05-13 5

GILL MICHELLE EVP & GROUP BUSINESS LEADER

  • Officer
3,748,117 2022-05-01 17

LAVET ROBERT S GENERAL COUNSEL AND SECRETARY

  • Officer
389,832 2022-03-24 7

RENZ MARIA EVP & GROUP BUSINESS LEADER

  • Officer
1,281,773 2022-03-24 8

WEBSTER AARON CHIEF RISK OFFICER

  • Officer
829,042 2022-03-24 10

HEAVENER MICAH HEAD OF OPERATIONS

  • Officer
366,099 2022-03-24 14

NUCKLES JENNIFER EVP & GROUP BUSINESS LEADER

  • Officer
762,610 2022-03-24 8

RONEN ASSAF CHIEF PRODUCT OFFICER

  • Officer
581,970 2022-03-24 8

STAFFORD WEBB LAUREN CHIEF MARKETING OFFICER

  • Officer
605,100 2022-03-24 8

LAPOINTE CHRISTOPHER CHIEF FINANCIAL OFFICER

  • Officer
1,285,090 2022-03-24 9

WHITE DEREK J CEO OF GALILEO

  • Officer
1,120,722 2022-03-15 4

BORTON CHAD M PRESIDENT - SOFI BANK

  • Officer
120 2022-02-02 1

HUTTON GEORGE THOMPSON

  • Director
709,258 2021-11-29 6

FREIBERG STEVEN J

  • Director
313,563 2021-11-22 3

SOFTBANK GROUP CORP

DELAWARE PROJECT 10 L.L.C.

  • Director
  • 10% Owner
95,281,895 2021-11-18 5

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

SILVER LAKE GROUP, L.L.C.

SILVER LAKE TECHNOLOGY ASSOCIATES IV, L.P.

SILVER LAKE PARTNERS IV, L.P.

SILVER LAKE TECHNOLOGY INVESTORS IV (DELAWARE II), L.P.

BINGLE MICHAEL J

  • Director
31,169,879 2021-11-18 4

QATAR INVESTMENT AUTHORITY

QIA FIG HOLDING LLC

  • Director
19,840,073 2021-11-18 3

WILKES THOMAS CLAYTON VICE CHAIRMAN - GALILEO

  • Officer
  • Director
42,645,574 2021-11-18 4

SOFTBANK GROUP CORP

DELAWARE PROJECT 10 L.L.C.

COMBES MICHEL

CARNEIRO DE MEDEIROS CARLOS HENRIQUE

  • Director
117,827,360 2021-09-01 5

COSTOLO RICHARD

  • Director
15,714 2021-09-01 3

AL-HAMMADI AHMED ALI

  • Director
15,714 2021-09-01 2

RUZWANA BASHIR

  • Director
15,714 2021-09-01 2

SOFTBANK GROUP CORP

SOFTBANK GROUP CAPITAL LTD

SB SONIC HOLDCO (UK) LTD

DELAWARE PROJECT 10 L.L.C.

  • Director
  • 10% Owner
117,795,933 2021-07-21 5

DELAWARE PROJECT 10 L.L.C.

  • Director
  • 10% Owner
117,795,933 2021-07-21 1

SOFTBANK GROUP CORP

SOFTBANK GROUP CAPITAL LTD

SB SONIC HOLDCO (UK) LTD

CARNEIRO DE MEDEIROS CARLOS HENRIQUE

COMBES MICHEL

  • Director
  • 10% Owner
0 2021-05-28 5

YESIL MAGDALENA

  • Director
0 2021-05-28 2

OSBORNE IAN

  • FORMER PRESIDENT AND DIRECTOR
No longer subject to file 2021-05-28 1

PALIHAPITIYA CHAMATH

  • FORMER CEO AND DIRECTOR
No longer subject to file 2021-05-28 1

TRIEU STEVEN

  • FORMER OFFICER
No longer subject to file 2021-05-28 1

LIANG CLARA

  • Director
0 2021-05-28 2

DULSKI JENNIFER

  • Director
0 2020-11-13 0

SCH SPONSOR V LLC

CHACHACHA SPAC 5, LLC

PALIHAPITIYA CHAMATH CEO & CHAIRMAN OF THE BOARD

OSBORNE IAN PRESIDENT

  • Officer
  • Director
  • 10% Owner
0 2020-10-08 0

WILLIAMS SIMON P.V. GENERAL COUNSEL AND SECRETARY

  • Officer
0 2020-10-08 0

PARIKH JAY

  • Director
0 2020-10-08 0

Insider Transactions Last 60 Days

Reporting Owners Filing Date Trans Date Trans Code Shares Share Price Acquired
Disposed
Shares Owned after D/I 10b5 Perf 1d* Perf 5d* Perf 1m* Max Gain Max Gain Days Max Loss Max Loss Days

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-20 17:06:18 -0400 2022-05-20 P 27,000 $7.32 a 3,239,839 direct

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-19 17:18:41 -0400 2022-05-19 P 13,500 $7.79 a 3,212,839 direct

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-05-13 15:48:26 -0400 2022-05-13 P 39,000 $6.50 a 3,199,339 direct 2.026 2.026 2 0.0 1

SCHWARTZ HARVEY M - Director

2022-05-17 12:23:02 -0400 2022-05-13 P 15,000 $6.50 a 229,852 direct 2.5532 2.5532 2 0.0 1

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-05-03 17:31:36 -0400 2022-05-01 F 25,317 $6.12 d 1,771,105 direct -4.3417 -23.1092 0.0 1 -26.4706 5

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-05-03 17:31:36 -0400 2022-05-01 M 49,016 d 1,977,012 direct

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-05-03 17:31:36 -0400 2022-05-01 M 49,016 a 1,796,422 direct -4.3417 -23.1092 0.0 1 -26.4706 5

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-28 17:37:16 -0400 2022-04-26 F 52,510 $6.55 d 3,160,339 direct 3.4314 5.2288 16.6667 4 0.0 1

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-28 17:37:16 -0400 2022-04-26 M 101,664 d 7,276,632 direct

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-28 17:37:16 -0400 2022-04-26 M 101,664 a 3,212,849 direct 3.4314 5.2288 16.6667 4 0.0 1

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-04-05 20:32:40 -0400 2022-04-01 F 25,317 $9.45 d 1,747,406 direct -7.2 -13.0286 -11.4286 0.0 1 -40.0 24

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-04-05 20:32:40 -0400 2022-04-01 M 49,016 d 2,026,028 direct

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-04-05 20:32:40 -0400 2022-04-01 M 49,016 a 1,772,723 direct -7.2 -13.0286 -11.4286 0.0 1 -40.0 24

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-01 20:44:25 -0400 2022-03-28 F 52,509 $9.01 d 3,111,185 direct -6.653 -20.9826 -27.8403 0.0 1 -46.2641 26

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-03-29 19:42:35 -0400 2022-03-28 A 1,016,261 a 7,479,959 direct

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-01 20:44:25 -0400 2022-03-28 M 101,663 d 7,378,296 direct

NOTO ANTHONY - Director - Officer CHIEF EXECUTIVE OFFICER

2022-04-01 20:44:25 -0400 2022-03-28 M 101,663 a 3,163,694 direct -6.653 -20.9826 -27.8403 0.0 1 -46.2641 26

LAPOINTE CHRISTOPHER - Officer CHIEF FINANCIAL OFFICER

2022-03-25 20:09:39 -0400 2022-03-24 A 335,366 d 1,285,090 direct

RENZ MARIA - Officer EVP & GROUP BUSINESS LEADER

2022-03-25 20:10:47 -0400 2022-03-24 A 152,440 d 1,281,773 direct

WEBSTER AARON - Officer CHIEF RISK OFFICER

2022-03-25 20:12:45 -0400 2022-03-24 A 223,578 d 829,042 direct

GILL MICHELLE - Officer EVP & GROUP BUSINESS LEADER

2022-03-25 20:08:59 -0400 2022-03-24 A 609,757 a 2,075,044 direct

LAVET ROBERT S - Officer GENERAL COUNSEL AND SECRETARY

2022-03-25 20:10:08 -0400 2022-03-24 A 147,866 d 389,832 direct

RONEN ASSAF - Officer CHIEF PRODUCT OFFICER

2022-03-25 20:11:56 -0400 2022-03-24 A 101,627 d 581,970 direct

HEAVENER MICAH - Officer HEAD OF OPERATIONS

2022-03-25 20:09:18 -0400 2022-03-24 A 132,114 a 366,099 direct

NUCKLES JENNIFER - Officer EVP & GROUP BUSINESS LEADER

2022-03-25 20:10:30 -0400 2022-03-24 A 101,627 d 762,610 direct

STAFFORD WEBB LAUREN - Officer CHIEF MARKETING OFFICER

2022-03-25 20:12:19 -0400 2022-03-24 A 274,391 d 605,100 direct

* -

Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

IBR Securities Loan Availability

Updated throughout the day, this shows the number of shares available to borrow. Data provided by Interactive Brokers

Security Date/Time Rebate Rate Fee Rate Shares Available
SOFI TECHNOLOGIES INC SOFI 2022-05-23 22:15:04 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 21:45:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 21:15:04 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 20:45:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 20:15:04 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 19:45:04 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 19:15:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 18:45:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 18:15:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 17:45:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 17:15:03 UTC -4.3663 5.1863 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 16:45:03 UTC -4.5353 5.3553 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 16:15:03 UTC -4.5353 5.3553 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 15:45:04 UTC -4.5353 5.3553 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 15:15:03 UTC -4.5353 5.3553 1300000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 14:45:03 UTC -4.5353 5.3553 1900000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 14:15:03 UTC -4.5353 5.3553 1700000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 13:45:03 UTC -4.5353 5.3553 1700000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 13:15:04 UTC -4.5353 5.3553 1100000
SOFI TECHNOLOGIES INC SOFI 2022-05-23 12:45:03 UTC -4.5353 5.3553 1100000

Current Active Short Positions

Holder Issuer Net Short Position Position Date Origin
AMERICAN BEACON FUNDS- American Beacon SSI Alternative Income Fund SOFI -13964.0 shares, $-220770.84 2021-12-31 N-PORT
THE LAZARD FUNDS, INC.- Lazard Enhanced Opportunities Portfolio SOFI -31364.0 shares, $-495864.84 2021-12-31 N-PORT
Guidestone Funds- Strategic Alternatives Fund SOFI -6942.0 shares, $-109753.02 2021-12-31 N-PORT
JNL Series Trust- JNL Multi-Manager Alternative Fund SOFI -48879.0 shares, $-772776.99 2021-12-31 N-PORT
Blackstone Alternative Investment Funds- Blackstone Alternative Multi-Strategy Fund SOFI -2100.0 shares, $-33201.0 2021-12-31 N-PORT
Morningstar Funds Trust- Morningstar Alternatives Fund SOFI -11494.0 shares, $-143445.12 2022-01-31 N-PORT
NEUBERGER BERMAN ALTERNATIVE FUNDS- Neuberger Berman Long Short Fund SOFI -964723.0 shares, $-12039743.04 2022-01-31 N-PORT
Series Portfolios Trust- Weiss Alternative Multi-Strategy Fund SOFI -10661.0 shares, $-133049.28 2022-01-31 N-PORT
RBB Fund, Inc.- Boston Partners Global Long/Short Fund SOFI -22965.0 shares, $-262949.25 2022-02-28 N-PORT
RBB Fund, Inc.- Boston Partners Long/Short Research Fund SOFI -264518.0 shares, $-3028731.1 2022-02-28 N-PORT
Franklin Alternative Strategies Funds- Franklin K2 Alternative Strategies Fund SOFI -30426.0 shares, $-348377.7 2022-02-28 N-PORT
Caldwell & Orkin Funds, Inc.- CALDWELL & ORKIN - GATOR CAPITAL LONG/SHORT FUND SOFI -31500.0 shares, $-393120.0 2022-01-31 N-PORT
Calamos Investment Trust/IL- Calamos Market Neutral Income Fund SOFI -247000.0 shares, $-3082560.0 2022-01-31 N-PORT
RUSSELL INVESTMENT CO- Sustainable Equity Fund SOFI -2630.0 shares, $-32822.4 2022-01-31 N-PORT
AGF Investments Trust- AGFIQ Hedged Dividend Income Fund SOFI -546.0 shares, $-5159.7 2022-03-31 N-PORT
Weiss Strategic Interval Fund- Weiss Strategic Interval Fund SOFI -15960.0 shares, $-252327.6 2021-12-31 N-PORT

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