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

BlackRock, Inc.

Comparable rows

50/50

Latest evidence

30 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
30 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
BlackRock, Inc.
Comparable rows
50/50
Latest evidence
30 Jun 2026
13D/G 13F 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%
VANGUARD PORTFOLIO MANAGEMENT LLC 4%

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
$1,298,924,652
72,444,208 shares
— 30 Jun 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
VANGUARD PORTFOLIO MANAGEMENT LLC
13F
Company
13F
4%
$909,770,567
50,740,132 shares
— 30 Jun 2026
GOLDMAN SACHS GROUP INC
13F
Company
13F
2.8%
$631,273,658
35,207,678 shares
— 30 Jun 2026
UBS Group AG
13F
Company
13F
2.8%
$630,562,562
35,168,018 shares
— 30 Jun 2026
STATE STREET CORP
13F
Company
13F
2.3%
$515,732,424
28,763,660 shares
— 30 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: -$9,369,676.

Buys
$2,456,238
Insiders: 3
Sells
$11,825,913
Insiders: 5
Net
-$9,369,676
Shares: -430,861
Window
Last 12 months
4 rolling buckets
Buy value Sell value
Shares: 140,211 Shares: 571,072
Window (months) Buy shares Sell shares Buy value Sell value Net value
0-3 0 51,067 $0 $890,705 -$890,705
3-6 45,311 134,044 $749,336 $2,370,122 -$1,620,786
6-9 94,900 218,148 $1,706,901 $4,161,809 -$2,454,908
9-12 0 167,813 $0 $4,403,277 -$4,403,277

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
-$9,369,676
Latest report
21 Sep 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 $257,505,256 +$2,251,368 +0.88% Mixed 14 Sep 2026
Christopher Lapointe CFO and PAO $48,170,121 Mixed 14 Sep 2026
Derek J. White CEO - Galileo $37,084,206 Mixed 15 Sep 2025
Jeremy Rishel Chief Technology Officer $35,720,482 -$6,243,323 -15% Mixed 21 Sep 2026
Eric Schuppenhauer EVP GBUL Borrow $19,202,425 +$99,650 +0.52% Mixed 14 Sep 2026
Michelle Gill Executive Vice President $18,692,103 Mixed 14 Sep 2022
George Thompson Hutton Director $18,084,230 Mixed 14 Jul 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 14 Jul 2026
Aaron Webster Executive Vice President $11,248,839 Mixed 14 Mar 2024
Kelli Keough Evp, Gbul, Sips $10,796,050 -$2,505,817 -19% Mixed 21 Sep 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
Kelli Keough SOFI Common Stock Sale -2.44% $173,310 $16.99 -10,203 408,073 21 Sep 2026 Direct
Jeremy Rishel SOFI Common Stock Sale -2% $325,920 $17.50 -18,624 912,650 21 Sep 2026 Direct
Kelli Keough SOFI Common Stock Tax liability -13.6% -66,033 418,276 15 Sep 2026 Direct
Robert S. Lavet SOFI Common Stock Tax liability -11.6% -14,414 109,843 15 Sep 2026 Direct
Arun Pinto SOFI Common Stock Tax liability -4.92% -11,838 228,623 15 Sep 2026 Direct
Jeremy Rishel SOFI Common Stock Tax liability -4.29% -41,750 931,274 15 Sep 2026 Direct
Eric Schuppenhauer SOFI Common Stock Tax liability -0.82% -2,757 334,336 15 Sep 2026 Direct
Kelli Keough SOFI Common Stock Options Exercise 35.9% 127,867 484,309 14 Sep 2026 Direct
Kelli Keough SOFI Restricted Stock Unit Options Exercise -61.6% -127,867 79,541 14 Sep 2026 Direct
Christopher Lapointe SOFI Common Stock Tax liability -3.08% -59,341 1,870,290 14 Sep 2026 Direct
Christopher Lapointe SOFI Common Stock Options Exercise 5.71% 104,152 1,929,631 14 Sep 2026 Direct
Christopher Lapointe SOFI Restricted Stock Unit Options Exercise -33.7% -104,152 204,531 14 Sep 2026 Direct
Robert S. Lavet SOFI Common Stock Options Exercise 40.9% 36,057 124,257 14 Sep 2026 Direct
Robert S. Lavet SOFI Restricted Stock Unit Options Exercise -50% -36,057 36,058 14 Sep 2026 Direct
Anthony Noto SOFI Common Stock Tax liability -1.51% -188,259 12,276,337 14 Sep 2026 Direct
Anthony Noto SOFI Common Stock Options Exercise 2.85% 345,554 12,464,596 14 Sep 2026 Direct
Anthony Noto SOFI Restricted Stock Unit Options Exercise -40.2% -345,554 513,990 14 Sep 2026 Direct
Arun Pinto SOFI Common Stock Options Exercise 9.66% 21,174 240,461 14 Sep 2026 Direct
Arun Pinto SOFI Restricted Stock Unit Options Exercise -15.6% -21,174 114,342 14 Sep 2026 Direct
Jeremy Rishel SOFI Common Stock Options Exercise 8.71% 77,935 973,024 14 Sep 2026 Direct
Jeremy Rishel SOFI Restricted Stock Unit Options Exercise -32.9% -77,935 159,080 14 Sep 2026 Direct
Eric Schuppenhauer SOFI Common Stock Options Exercise 1.96% 6,493 337,093 14 Sep 2026 Direct
Eric Schuppenhauer SOFI Restricted Stock Unit Options Exercise -6.67% -6,493 90,903 14 Sep 2026 Direct
Kelli Keough SOFI Common Stock Sale -3.07% $203,184 $18.00 -11,286 356,442 20 Aug 2026 Direct
Eric Schuppenhauer SOFI Common Stock Tax liability -6.69% -23,720 330,600 18 Aug 2026 Direct
Arun Pinto SOFI Common Stock Tax liability -10.3% -25,118 219,287 18 Aug 2026 Direct
Eric Schuppenhauer SOFI Common Stock Options Exercise 18.7% 55,731 354,320 17 Aug 2026 Direct
Eric Schuppenhauer SOFI Restricted Stock Unit Options Exercise -11.1% -55,731 445,848 17 Aug 2026 Direct
Arun Pinto SOFI Common Stock Options Exercise 22.8% 45,389 244,405 17 Aug 2026 Direct
Arun Pinto SOFI Restricted Stock Unit Options Exercise -14.3% -45,389 272,332 17 Aug 2026 Direct
Kelli Keough SOFI Common Stock Sale -2.89% $188,290 $17.19 -10,954 367,728 20 Jul 2026 Direct
Gary Meltzer SOFI Restricted Stock Unit Award 13,993 13,993 17 Jul 2026 Direct
Steven J. Freiberg SOFI Deferred Stock Unit Award 13,993 13,993 17 Jul 2026 Direct
George Thompson Hutton SOFI Restricted Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
Bashir Ruzwana SOFI Restricted Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
William A. Borden SOFI Restricted Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
John C.r. Hele SOFI Restricted Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
Gary Meltzer SOFI Restricted Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
Dana R. Green SOFI Deferred Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
Steven J. Freiberg SOFI Deferred Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
Clara Liang SOFI Deferred Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
Magdalena Yesil SOFI Deferred Stock Unit Award 13,993 13,993 14 Jul 2026 Direct
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
* marks a reported price that did not pass the local price check.
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