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SOFI Insider Trading & Institutional Ownership

View the latest insider transactions and institutional holdings for SOFI. Analyze how executives and major investors are positioning.

Insider & Institutional Ownership for SOFI

SOFI Insider Trading Activity

Insider Name Relationship Trade Date Transaction Price/Share Shares Traded Total Value ($) Total Holdings SEC Form 4
Keough Kelli EVP, GBUL, SIPS Oct 20 '25 Sale 28.33 10,036 284,277 275,374 Oct 22 06:19 PM
Kelli Keough Officer Sep 18 '25 Proposed Sale 27.14 30,412 825,382 Sep 18 05:31 PM
Kelli Keough Officer Sep 18 '25 Proposed Sale 27.14 60,824 1,650,763 Sep 18 04:44 PM
Keough Kelli EVP, GBUL, SIPS Sep 18 '25 Sale 27.86 10,036 279,619 285,410 Sep 19 08:49 PM
Rishel Jeremy Chief Technology Officer Sep 18 '25 Sale 27.50 98,733 2,715,158 759,553 Sep 19 08:49 PM
Rishel Jeremy Officer Sep 18 '25 Proposed Sale 27.50 98,733 2,715,158 Sep 18 09:37 AM
Simcock Stephen Officer Sep 16 '25 Proposed Sale 26.99 39,116 1,055,713 Sep 16 03:10 PM
Keough Kelli Officer Sep 16 '25 Proposed Sale 26.99 61,364 1,656,171 Sep 16 03:18 PM
Rishel Jeremy Officer Sep 16 '25 Proposed Sale 26.99 142,578 3,848,080 Sep 16 03:18 PM
Pinto Arun Officer Sep 16 '25 Proposed Sale 26.99 5,743 155,000 Sep 16 03:11 PM
White Derek J Officer Sep 16 '25 Proposed Sale 26.99 36,190 976,743 Sep 16 03:25 PM
HUTTON FAMILY FOUNDATION Director Sep 10 '25 Proposed Sale 26.72 154,000 4,114,449 Sep 10 04:12 PM
Anthony Noto Officer Aug 28 '25 Proposed Sale 26.04 1,500,000 39,060,000 Aug 28 06:41 PM
Keough Kelli EVP, GBUL, SIPS Aug 20 '25 Sale 22.13 10,578 234,041 234,622 Aug 21 04:36 PM
Pinto Arun Officer Aug 15 '25 Proposed Sale 22.85 24,147 551,725 Aug 15 03:13 PM
Schuppenhauer Eric Officer Aug 15 '25 Proposed Sale 22.85 23,354 533,606 Aug 15 03:11 PM
Keough Kelli EVP, GBUL, SIPS Jul 18 '25 Sale 21.80 10,267 223,773 245,200 Jul 21 08:05 PM
Kelli Keough Officer Jun 20 '25 Proposed Sale 15.36 31,112 477,880 Jun 20 05:04 PM
Rishel Jeremy Chief Technology Officer Jun 20 '25 Sale 15.55 66,847 1,039,471 724,321 Jun 24 08:10 PM
Keough Kelli EVP, GBUL, SIPS Jun 20 '25 Sale 15.22 10,267 156,288 255,467 Jun 24 08:13 PM
Rishel Jeremy Officer Jun 20 '25 Proposed Sale 15.55 66,847 1,039,471 Jun 20 09:47 AM
White Derek J Officer Jun 17 '25 Proposed Sale 14.66 64,467 944,944 Jun 17 03:19 PM
Rishel Jeremy Officer Jun 17 '25 Proposed Sale 14.66 140,494 2,059,333 Jun 17 03:36 PM
Keough Kelli Officer Jun 17 '25 Proposed Sale 14.66 59,962 878,911 Jun 17 03:28 PM
Pinto Arun Officer Jun 17 '25 Proposed Sale 14.66 5,611 82,245 Jun 17 03:12 PM
Simcock Stephen Officer Jun 17 '25 Proposed Sale 14.66 38,222 560,250 Jun 17 03:33 PM
YESIL MAGDALENA Director Jun 10 '25 Sale 14.39 87,140 1,254,040 289,258 Jun 12 05:57 PM
YESIL MAGDALENA Director Jun 05 '25 Sale 13.95 87,140 1,215,760 376,398 Jun 12 05:57 PM
Keough Kelli EVP, GBUL, SIPS May 20 '25 Sale 13.38 11,520 154,126 203,509 May 22 06:06 PM
Pinto Arun Officer May 15 '25 Proposed Sale 13.63 24,290 331,124 May 15 03:17 PM
Schuppenhauer Eric Officer May 15 '25 Proposed Sale 13.63 22,989 313,388 May 15 03:17 PM

SOFI – Institutional Ownership

Report Date Institution % Held Shares Held Value ($) % Change QoQ
2025-06-30 Two Sigma Investments, LP 1.19% 14,241,585 428,244,456 49.89%
2025-06-30 Bank of America Corporation 1.59% 19,029,005 572,202,174 65.25%
2025-06-30 Morgan Stanley 1.14% 13,696,769 411,861,839 -0.50%
2025-06-30 Voloridge Investment Management, LLC 1.38% 16,486,077 495,736,330 91.91%
2025-06-30 Blackrock Inc. 4.08% 48,826,187 1,468,203,428 2.79%
2025-06-30 State Street Corporation 1.55% 18,592,445 559,074,815 -0.72%
2025-06-30 UBS Group AG 1.70% 20,352,844 612,010,012 41.05%
2025-06-30 Geode Capital Management, LLC 1.59% 19,069,647 573,424,279 0.10%
2025-06-30 Vanguard Group Inc 8.38% 100,287,485 3,015,644,643 0.82%
2025-06-30 Shaw D.E. & Co., Inc. 2.44% 29,252,137 879,611,750 -16.61%