SEC ownership of SoFi Technologies, Inc.

Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001818874.

Comparable stake leader

VANGUARD CAPITAL MANAGEMENT LLC

Disclosed value leader

JPMORGAN CHASE & CO

Comparable rows

50/50

Latest evidence

17 Jun 2026

Ownership snapshot CIK-linked ownership evidence from parsed SEC filings. 3 signals
Comparable ownership rows
50 of 50
Meaning: Rows with safely comparable ownership %
Latest 13D/G holder
VANGUARD CAPITAL MANAGEMENT LLC
Source: Latest parsed Schedule 13D/G stake
Latest parsed ownership date
17 Jun 2026
Freshness: Most recent filing date in this holder set
Issuer Names, identifiers, and filing context for this profile. 2 identity fields
Issuer CIK
0001818874
Issuer location
San Francisco, CA

Ownership snapshot

Top shareholders of SoFi Technologies, Inc. (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
VANGUARD CAPITAL MANAGEME...
Disclosed value leader
JPMORGAN CHASE & CO
Comparable rows
50/50
Latest evidence
17 Jun 2026
13D/G 13F 3/4/5 Lead comparable stake: 5.3% 13D/G row: VANGUARD CAPITAL MANAGEMENT LLC Showing 1-8 of 50 holder rows.

Quick read

VANGUARD CAPITAL MANAGEMENT LLC leads the comparable SEC ownership view at 5.3%.

50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens VANGUARD CAPITAL MANAGEMENT LLC's linked filing trail.
Comparable ownership Top 5
VANGUARD CAPITAL MANAGEMENT LLC 5.3%
BlackRock, Inc. 5.1%
JPMORGAN CHASE & CO 3.7%
JANE STREET GROUP, LLC 2.6%
Magdalena Yesil 0.06%

Ownership % is shown only when SEC disclosures are safely comparable across share classes.

Detailed SEC evidence table Showing 1-8 of 50 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
VANGUARD CAPITAL MANAGEMENT LLC
13D/G 13F
Vanguard Capital Management · Company
5.3%
$1,083,139,276
68,207,763 shares
$0 31 Mar 2026
BlackRock, Inc.
13F 13D/G
Company
5.1%
from 13D/G
$1,104,567,772
69,557,164 shares
31 Mar 2026
JPMORGAN CHASE & CO
13D/G 13F
Company
3.7%
$1,235,884,129
47,207,186 shares
-$465,341,149 30 Jan 2026
JANE STREET GROUP, LLC
13D/G 13F
Company
2.6%
$810,536,459
30,678,897 shares
-$915,399,341 30 Sep 2025
Magdalena Yesil
3/4/5
Director
0.06%
$11,264,999
722,362 shares
mixed-class rows
15 Jun 2026
Clara Liang
3/4/5
Director
0.01%
$2,061,010
115,645 shares
mixed-class rows
09 Jun 2026
Robert S. Lavet
3/4/5
General Counsel
0.01%
$1,547,557
88,200 shares
+$84,375 17 Jun 2026
Bashir Ruzwana
3/4/5
Director
0.01%
$1,484,788
79,359 shares
mixed-class rows
09 Jun 2026
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

Forms 3/4/5 flow

Insider trading overview

Net insider flow leans to selling over the last 12 months. Net value: -$11,931,562.

Buys
$2,456,238
Insiders: 3
Sells
$14,387,800
Insiders: 5
Net
-$11,931,562
Shares: -509,408
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 140,211 Shares: 649,619
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 45,311 134,044 $749,336 $2,370,122 -$1,620,786
3-6 94,900 218,148 $1,706,901 $4,161,809 -$2,454,908
6-9 0 167,813 $0 $4,403,277 -$4,403,277
9-12 0 129,614 $0 $3,452,591 -$3,452,591

Reporting owners

Insider holders from Forms 3/4/5

Showing 1-20 of 38 reporting-owner rows connected to SoFi Technologies, Inc.. Open a relationship link for the CIK-to-CIK filing trail.

Rows
38
Largest Forms 3/4/5 holder
Delaware Project 10 L.L.C.
Net 12M change
-$11,931,562
Latest report
26 Jun 2026
Name Relationship Holdings Value Past Year Net Change Change % Valuation Report Date
Delaware Project 10 L.L.C. Director, 10%+ Owner $1,152,044,225 Mixed 21 Jul 2021
SOFTBANK GROUP CORP. 10%+ Owner $813,862,035 Mixed 05 Aug 2022
Thomas Clayton Wilkes Vice Chairman - Galileo, Director $417,073,714 Mixed 18 Nov 2021
Silver Lake Group, L.L.C. Director $376,682,010 Mixed 28 May 2021
Ian Osborne Former President And Director $322,984,500 Mixed 28 May 2021
Chamath Palihapitiya Former Ceo And Director $322,984,500 Mixed 28 May 2021
Anthony Noto Chief Executive Officer, Director $253,370,977 +$2,251,368 +0.9% Mixed 16 Jun 2026
Christopher Lapointe CFO and PAO $43,624,428 Mixed 15 Jun 2026
Derek J. White CEO - Galileo $37,084,206 Mixed 15 Sep 2025
Jeremy Rishel Chief Technology Officer $35,663,790 -$8,632,560 -19% Mixed 08 Jun 2026
Michelle Gill Executive Vice President $18,692,103 Mixed 14 Sep 2022
George Thompson Hutton Director $18,084,230 Mixed 09 Jun 2026
Eric Schuppenhauer EVP GBUL Borrow $17,949,374 +$99,650 +0.56% Mixed 15 Jun 2026
Stephen Simcock General Counsel $17,474,791 Mixed 15 Dec 2025
Chad M. Borton President - SoFi Bank $16,047,518 Mixed 14 Mar 2024
Maria Renz EVP & Group Business Leader $12,535,740 Mixed 24 Mar 2022
Magdalena Yesil Director $11,264,999 Mixed 15 Jun 2026
Aaron Webster Executive Vice President $11,248,839 Mixed 14 Mar 2024
Kelli Keough Evp, Gbul, Sips $10,434,800 -$2,678,466 -20% Mixed 22 Jun 2026
Webb Lauren Stafford Chief Marketing Officer $9,676,978 Mixed 14 Dec 2023

Recent insider transactions for SoFi Technologies, Inc.

Showing up to 300 recent insider transactions from the last 12 months.

Insider Symbol Class Transaction % SEC-reported value SEC-reported price Shares Shares owned Date Ownership
William A. Borden SOFI Deferred Stock Unit Award 1,016 1,016 26 Jun 2026 Direct
Kelli Keough SOFI Common Stock Sale -2.81% $190,058 $17.35 -10,954 378,682 22 Jun 2026 Direct
Robert S. Lavet SOFI Common Stock Sale -1.33% $20,845 $17.55 -1,188 88,200 18 Jun 2026 Direct
Gary Meltzer SOFI Common Stock Options Exercise 4.12% 2,823 71,281 17 Jun 2026 Direct
Gary Meltzer SOFI Restricted Stock Unit Options Exercise -100% -2,823 0 17 Jun 2026 Direct
Robert S. Lavet SOFI Common Stock Options Exercise 3.26% 2,823 89,388 17 Jun 2026 Direct
Robert S. Lavet SOFI Restricted Stock Unit Options Exercise -100% -2,823 0 17 Jun 2026 Direct
Jeremy Rishel SOFI Common Stock Sale -10.2% $1,815,747 $17.78 -102,123 895,089 17 Jun 2026 Direct
Kelli Keough SOFI Common Stock Tax liability -13.6% -61,479 389,636 16 Jun 2026 Direct
Robert S. Lavet SOFI Common Stock Tax liability -14.7% -14,914 86,565 16 Jun 2026 Direct
Arun Pinto SOFI Common Stock Tax liability -5.25% -11,029 199,016 16 Jun 2026 Direct
Eric Schuppenhauer SOFI Common Stock Tax liability -0.83% -2,509 298,589 16 Jun 2026 Direct
Jeremy Rishel SOFI Common Stock Tax liability -13.5% -155,605 997,212 16 Jun 2026 Direct
Anthony Noto SOFI Common Stock Purchase 0.12% $250,787 $18.06 13,888 11,960,507 16 Jun 2026 Direct
Magdalena Yesil SOFI Common Stock Gift 433,104 433,104 15 Jun 2026 The Reporting Person is the sole beneficiary and trustee of The Magdalena Yesil Living Trust.
Magdalena Yesil SOFI Common Stock Gift -100% -433,104 0 15 Jun 2026 Direct
Christopher Lapointe SOFI Common Stock Tax liability -2.94% -55,219 1,825,479 15 Jun 2026 Direct
Christopher Lapointe SOFI Common Stock Options Exercise 5.86% 104,152 1,880,698 15 Jun 2026 Direct
Christopher Lapointe SOFI Restricted Stock Unit Options Exercise -32.2% -104,152 219,140 15 Jun 2026 Direct
Anthony Noto SOFI Common Stock Tax liability -1.52% -187,018 12,119,042 15 Jun 2026 Direct
Anthony Noto SOFI Common Stock Options Exercise 2.89% 345,553 12,306,060 15 Jun 2026 Direct
Anthony Noto SOFI Restricted Stock Unit Options Exercise -34.1% -345,553 668,187 15 Jun 2026 Direct
Kelli Keough SOFI Common Stock Options Exercise 39.6% 127,868 451,115 15 Jun 2026 Direct
Kelli Keough SOFI Restricted Stock Unit Options Exercise -60% -127,868 85,222 15 Jun 2026 Direct
Robert S. Lavet SOFI Common Stock Options Exercise 55.1% 36,057 101,479 15 Jun 2026 Direct
Robert S. Lavet SOFI Restricted Stock Unit Options Exercise -33.3% -36,057 72,115 15 Jun 2026 Direct
Arun Pinto SOFI Common Stock Options Exercise 11.2% 21,173 210,045 15 Jun 2026 Direct
Arun Pinto SOFI Restricted Stock Unit Options Exercise -14.4% -21,173 125,776 15 Jun 2026 Direct
Eric Schuppenhauer SOFI Common Stock Options Exercise 2.2% 6,493 301,098 15 Jun 2026 Direct
Eric Schuppenhauer SOFI Restricted Stock Unit Options Exercise -6.25% -6,493 97,396 15 Jun 2026 Direct
Jeremy Rishel SOFI Common Stock Options Exercise 37.1% 311,862 1,152,817 15 Jun 2026 Direct
Jeremy Rishel SOFI Restricted Stock Unit Options Exercise -64.7% -311,862 170,443 15 Jun 2026 Direct
Robert S. Lavet SOFI Common Stock Tax liability -1.54% -1,020 65,422 10 Jun 2026 Direct
Magdalena Yesil SOFI Common Stock Options Exercise 4.43% 18,388 433,104 09 Jun 2026 Direct
Magdalena Yesil SOFI Restricted Stock Unit Options Exercise -100% -18,388 0 09 Jun 2026 Direct
Bashir Ruzwana SOFI Common Stock Options Exercise 30.2% 18,388 79,359 09 Jun 2026 Direct
Bashir Ruzwana SOFI Restricted Stock Unit Options Exercise -100% -18,388 0 09 Jun 2026 Direct
Steven J. Freiberg SOFI Common Stock Options Exercise 0.87% 5,149 593,998 09 Jun 2026 Direct
Steven J. Freiberg SOFI Restricted Stock Unit Options Exercise -100% -5,149 0 09 Jun 2026 Direct
George Thompson Hutton SOFI Common Stock Options Exercise 18,388 18,388 09 Jun 2026 Direct
George Thompson Hutton SOFI Restricted Stock Unit Options Exercise -100% -18,388 0 09 Jun 2026 Direct
Clara Liang SOFI Common Stock Options Exercise 18.9% 18,388 115,645 09 Jun 2026 Direct
Clara Liang SOFI Restricted Stock Unit Options Exercise -100% -18,388 0 09 Jun 2026 Direct
Gary Meltzer SOFI Common Stock Options Exercise 52.4% 23,537 68,458 09 Jun 2026 Direct
Gary Meltzer SOFI Restricted Stock Unit Options Exercise -100% -23,537 0 09 Jun 2026 Direct
Robert S. Lavet SOFI Common Stock Options Exercise 8.4% 5,149 66,442 09 Jun 2026 Direct
Robert S. Lavet SOFI Restricted Stock Unit Options Exercise -100% -5,149 0 09 Jun 2026 Direct
Jeremy Rishel SOFI Common Stock Award 0.16% 1,315 840,955 08 Jun 2026 Direct
Kelli Keough SOFI Common Stock Sale -3.01% $155,921 $15.53 -10,037 323,247 20 May 2026 Direct
Eric Schuppenhauer SOFI Common Stock Tax liability -7.11% -22,542 294,605 15 May 2026 Direct
* marks a reported price that did not pass the local price check.
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