SOFI at a glance
SoFi Technologies Inc (SOFI, SEC CIK 1818874) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 29, 2026 and Form 4 insider filings as recently as September 23, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), SoFi Technologies Inc (SOFI) reported revenue of $619.4 million (up 23.1% from FY2024) and net income of $481.3 million. Diluted EPS was $0.39.
- As of June 30, 2026, 38 institutional investment managers tracked by SignalX reported holding SoFi Technologies Inc (SOFI) shares worth $6.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Rishel Jeremy on September 21, 2026 of 18,624 shares at $17.50 per share.
- In the last 90 days, SOFI insiders reported 0 open-market purchases ($0) and 4 open-market sales ($891K) on Form 4, a net sale of $891K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $619.4M
- +23.1% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$891K
- 13F holders
- 38 funds
- $6.3B · +0 vs prior quarter
- Latest 10-Q
- Aug 6, 2026
- Quarterly report
SignalX for SOFI
Don't miss the next SOFI filing
- Alerts as it files. A push when SOFI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut SOFI, by share count.
- Ask anything. An AI agent that reads every SOFI filing and answers with sources.
SOFI alerts on your phone. Follow it in the SignalX Android app.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Rishel Jeremy | Sell | Sep 21, 2026 | 18,624 | $17.50 |
| Keough Kelli | Sell | Sep 21, 2026 | 10,203 | $16.99 |
| Rishel Jeremy | F | Sep 15, 2026 | 41,750 | $17.28 |
| Pinto Arun | F | Sep 15, 2026 | 11,838 | $17.28 |
| Schuppenhauer Eric | F | Sep 15, 2026 | 2,757 | $17.28 |
| Keough Kelli | F | Sep 15, 2026 | 66,033 | $17.28 |
| Lavet Robert S | F | Sep 15, 2026 | 14,414 | $17.28 |
| Keough Kelli | M | Sep 14, 2026 | 13,067 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $421.5M | $503.1M | $619.4M | |
| Net Income | -$300.7M | $498.7M | $481.3M | |
| Net Margin | -71.4% | 99.1% | 77.7% | |
| Balance Sheet | ||||
| Total Assets | $30.1B | $36.3B | $50.7B | |
| Equity | $5.2B | $6.5B | $10.5B | |
| ROE | -5.7% | 7.6% | 4.6% | |
| Per Share | ||||
| EPS | $-0.36 | $0.39 | $0.39 | |
| Cash Flow | ||||
| Operating CF | -$7.2B | -$1.1B | -$3.7B | |
Source: XBRL data in SoFi Technologies Inc (SOFI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate SOFI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 38 | $6.29B |
| Q1 2026 | 38 | $5.74B |
| Q4 2025 | 36 | $12.79B |
| Q3 2025 | 39 | $12.57B |
| Q2 2025 | 36 | $6.75B |
| Q1 2025 | 33 | $3.37B |
| Q4 2024 | 28 | $4.10B |
| Q3 2024 | 25 | $1.07B |
- Goldman Sachs Group+22.68M (+181%)
- BlackRock+2.89M (+4%)
- Millennium Management+2.24M (+27%)
- JPMorgan Chase & Co+1.87M (+105%)
- Wells Fargo & Co+1.46M (+33%)
- D.E. Shaw & Co−28.03M (-66%)
- Citadel Advisors LLC−9.90M (-90%)
- Morgan Stanley−1.74M (-8%)
- Bank of America Corp−1.71M (-16%)
- Citigroup−1.21M (-16%)
- Citizens Financial Group+19.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 273 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
Related Financials companies
- AXP · American ExpressFinance Services
- BKKT · Bakkt, Inc.Finance Services
- BTBT · Bit Digital, IncFinance Services
- BLSH · BullishFinance Services
- BUR · Burford Capital LtdFinance Services
- CD · Chaince Digital Holdings Inc.Finance Services
- CHYM · Chime Financial IncFinance Services
- CIFR · Cipher Digital Inc.Finance Services
SOFI SEC filings: frequently asked questions
Are SOFI insiders buying or selling?
In the last 90 days, SoFi Technologies Inc (SOFI) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $890,705 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold SOFI stock?
As of June 30, 2026, the largest SoFi Technologies Inc (SOFI) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), Vanguard Capital Management LLC ($1.0 billion), Vanguard Portfolio Management LLC ($909.8 million), Goldman Sachs Group ($631.3 million), State Street Corp ($515.7 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was SOFI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), SoFi Technologies Inc (SOFI) reported revenue of $619.4 million (up 23.1% from FY2024) and net income of $481.3 million. Diluted EPS was $0.39. The figures come from the XBRL data in the 10-K.
What are the latest SOFI SEC filings?
SoFi Technologies Inc (SOFI) filed its latest 10-K annual report on February 17, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on July 29, 2026 and a Form 4 insider filing on September 23, 2026.
What is SOFI's SEC CIK number?
SoFi Technologies Inc (SOFI)'s SEC Central Index Key (CIK) is 1818874. EDGAR lists every SOFI filing under that number.
Ask anything about SOFI
The research agent reads SOFI's filings, financials, insider trades and 13F holders, then answers with sources.