sofi is a new kind of finance company. from unprecedented products and tools to faster service and open conversations, we’re all about helping our members get ahead and find success. whether they’re looking to buy a home, pay off their student loans, ascend in their careers, or invest in the future, the sofi community works to empower our members to accomplish the goals they set and achieve financial greatness as a result. nmls #1121636.
Company profile
Ticker
SOFI
Exchange
Website
CEO
Anthony Noto
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
Social Capital Hedosophia Holdings Corp. V
SEC CIK
Corporate docs
Subsidiaries
Galileo Financial Technologies LLC • Social Finance Inc. • SoFi Lending Corp. • Pebble Beach SoFi Funding CC I LLC • SoFi Funding I LLC • SoFi Funding II LLC • SoFi Funding III LLC • SoFi Funding V LLC • SoFi Funding VI LLC • SoFi Funding IX LLC ...
IRS number
981547291
SOFI stock data
Latest filings (excl ownership)
8-K
Departure of Directors or Certain Officers
8 Mar 24
8-K
Entry into a Material Definitive Agreement
8 Mar 24
8-K
SoFi Technologies, Inc. Prices $750 Million Convertible Senior Notes Offering Due 2029
5 Mar 24
8-K
SoFi Technologies, Inc. Announces Proposed Convertible Senior Notes Offering Due 2029
5 Mar 24
10-K
2023 FY
Annual report
27 Feb 24
8-K
Departure of Directors or Certain Officers
8 Feb 24
8-K
Departure of Directors or Certain Officers
31 Jan 24
8-K
Sofi Technologies, Inc. Reports Fourth Quarter and Fiscal Year 2023 Results
29 Jan 24
8-K
Departure of Directors or Certain Officers
14 Dec 23
10-Q
2023 Q3
Quarterly report
8 Nov 23
Transcripts
SOFI
Earnings call transcript
2023 Q4
29 Jan 24
SOFI
Earnings call transcript
2023 Q3
30 Oct 23
SOFI
Earnings call transcript
2023 Q2
31 Jul 23
SOFI
Earnings call transcript
2023 Q1
1 May 23
SOFI
Earnings call transcript
2022 Q4
30 Jan 23
SOFI
Earnings call transcript
2022 Q3
1 Nov 22
SOFI
Earnings call transcript
2022 Q2
3 Aug 22
SOFI
Earnings call transcript
2022 Q1
11 May 22
SOFI
Earnings call transcript
2021 Q4
2 Mar 22
SOFI
Earnings call transcript
2021 Q3
11 Nov 21
Latest ownership filings
4
Aaron Webster
18 Mar 24
4
Derek J White
18 Mar 24
4
Jeremy Rishel
18 Mar 24
4
Anthony Noto
18 Mar 24
4
Robert S Lavet
18 Mar 24
4
Christopher Lapointe
18 Mar 24
4
Chad M Borton
18 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
144
Notice of proposed sale of securities
15 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | |
---|---|---|---|---|
Revenue | ||||
Cost of revenue | ||||
Operating income | ||||
Operating margin | ||||
Net income | ||||
Net profit margin | ||||
Cash on hand | ||||
Change in cash | ||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 3.30 bn | 3.30 bn | 3.30 bn | 3.30 bn | 3.30 bn | 3.30 bn |
Cash burn (monthly) | 68.04 mm | (no burn) | 88.98 mm | 32.61 mm | 895.51 mm | 783.17 mm |
Cash used (since last report) | 383.07 mm | n/a | 500.97 mm | 183.58 mm | 5.04 bn | 4.41 bn |
Cash remaining | 2.91 bn | n/a | 2.80 bn | 3.11 bn | -1.75 bn | -1.11 bn |
Runway (months of cash) | 42.8 | n/a | 31.4 | 95.5 | -1.9 | -1.4 |
Institutional ownership, Q4 2023
29.2% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 449 |
Opened positions | 87 |
Closed positions | 147 |
Increased positions | 164 |
Reduced positions | 111 |
13F shares | Current |
---|---|
Total value | 2.42 tn |
Total shares | 285.05 mm |
Total puts | 31.75 mm |
Total calls | 20.35 mm |
Total put/call ratio | 1.6 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 81.46 mm | $810.53 bn |
Red Crow Capital | 35.28 mm | $725.65 mm |
Silver Lake Group, L.L.C. | 31.15 mm | $309.98 bn |
STT State Street | 16.18 mm | $160.97 bn |
MS Morgan Stanley | 10.77 mm | $107.19 bn |
GS Goldman Sachs | 6.44 mm | $64.06 bn |
Charles Schwab Investment Management | 5.49 mm | $54.66 bn |
NTRS Northern Trust | 4.54 mm | $45.22 bn |
Accel Growth Fund V Associates L.L.C. | 4.10 mm | $40.84 bn |
CMTDF Sumitomo Mitsui Trust | 3.90 mm | $38.77 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Mar 24 | Chad M Borton | Common Stock | Payment of exercise | Dispose F | No | No | 6.99 | 23,017 | 160.89 k | 336,432 |
15 Mar 24 | Robert S Lavet | Common Stock | Payment of exercise | Dispose F | No | No | 6.99 | 4,816 | 33.66 k | 1,522,314 |
15 Mar 24 | Jeremy Rishel | Common Stock | Payment of exercise | Dispose F | No | No | 6.99 | 130,288 | 910.71 k | 446,889 |
14 Mar 24 | Chad M Borton | Common Stock | Option exercise | Acquire M | No | No | 0 | 80,749 | 0.00 | 359,449 |
14 Mar 24 | Chad M Borton | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 80,749 | 0.00 | 1,623,309 |
14 Mar 24 | Christopher Lapointe | Common Stock | Payment of exercise | Dispose F | No | No | 7.38 | 90,090 | 664.86 k | 993,316 |
14 Mar 24 | Christopher Lapointe | Common Stock | Option exercise | Acquire M | No | No | 0 | 169,870 | 0.00 | 1,083,406 |
14 Mar 24 | Christopher Lapointe | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 169,870 | 0.00 | 1,752,404 |
14 Mar 24 | Robert S Lavet | Common Stock | Option exercise | Acquire M | No | No | 0 | 10,113 | 0.00 | 1,527,130 |
14 Mar 24 | Robert S Lavet | RSU Common Stock | Option exercise | Dispose M | No | No | 0 | 10,113 | 0.00 | 30,341 |
News
Looking Into SoFi Techs's Recent Short Interest
18 Mar 24
SoFi Stock: Death Cross Emerges Confirming Investor Bearishness Over Latest Move
13 Mar 24
Looking At SoFi Techs's Recent Unusual Options Activity
12 Mar 24
Even As Bitcoin Charts New All-Time Highs, Cathie Wood's Ark Invest Keeps Selling Coinbase Shares — Offloads $68.7M Worth Of Stock
11 Mar 24
10 Financials Stocks With Whale Alerts In Today's Session
11 Mar 24
Press releases
Thinking about trading options or stock in Apple, Palantir Technologies, SoFi Technologies, Marathon Digital, or Amazon?
6 Mar 24
SoFi Technologies, Inc. Prices $750 Million Convertible Senior Notes Offering Due 2029 | SOFI Stock News
5 Mar 24
SoFi Technologies, Inc. Prices $750 Million Convertible Senior Notes Offering Due 2029
5 Mar 24
SoFi Technologies, Inc. Announces Proposed Convertible Senior Notes Offering Due 2029
5 Mar 24
Galileo Expands Collaboration with The Bancorp to Offer Real-Time Payments via The Clearing House
4 Mar 24