SoFi Technologies, Inc. (SOFI) research
SoFi Technologies, Inc.- Sector
- Financial Services
- Last price
- $15.77
- As of
SoFi Technologies, Inc. (SOFI): 4 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 10-Q filed 2026-08-06.
As of . Source: SEC EDGAR filings for SOFI. Method and limitations.
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Preview the SOFI dossierActive signals for SOFI
- highCONSENSUS_SELL
5 tracked funds reduced SOFI this 2026Q2, institutional consensus
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +428% to SOFI (2026Q2)
- highINSTITUTIONAL_SURGE
Point72 Asset Management, L.P. added +404% to SOFI (2026Q2)
- highINSTITUTIONAL_SURGE
MILLENNIUM MANAGEMENT LLC added +541% to SOFI (2026Q2)
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 96% of SOFI (2026Q2)
FREE, NO ACCOUNT
Every signal on SOFI, as it fires
You are seeing 5 of 19 signals recorded on SOFI since 2026-05-31.
The five above landed across 2 days. The other 14 were recorded on 4 other days. 13 of the 19 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in SOFI (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| D. E. Shaw & Co., Inc.CUSIP 83406F102 · 2026Q2 | $263.4M | 0.13% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 83406F102 · 2026Q2 | $188.1M | 0.07% | , |
| CITADEL ADVISORS LLCCUSIP 83406F102 · 2026Q2 | $20.5M | 0.00% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 83406F102 · 2026Q2 | $7.9M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, SOFI
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
SOFI against its peers
SOFI's net margin of 77.7% ranks in the 89th percentile of 22 Financial Services sub-industry peers, fiscal periods ending between 2025-11-30 and 2026-06-30.
| Metric | SOFI | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 619M USD | 2.3B USD | 7 | 22 |
| Gross margin | n/a | 88.0% | n/a | 5 |
| Operating margin | n/a | 27.3% | n/a | 11 |
| Net margin | 77.7% | 19.0% | 89 | 22 |
| Return on equity | 4.6% | 14.5% | 19 | 23 |
| P / E | 40.4x | 18.6x | 83 | 19 |
Peers (24): TW, TOST, AFRM, LPLA, FUTU, EQH, RKT, SEIC, ALLY, SF, JEF, CHYM, EVR, AMG, FCFS, JXN, HLI, VOYA, MORN, FIGR, OMF, ACT, OWL, MKTX. Left out: CRBG (no annual filing). Fiscal periods ending between 2025-11-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (SOFI: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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