SoFi (SOFI)

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)	3.75 bn	3.75 bn	3.75 bn	3.75 bn	3.75 bn	3.75 bn
Cash burn (monthly)	(no burn)	(no burn)	(no burn)	(no burn)	435.29 mm	245.95 mm
Cash used (since last report)	n/a	n/a	n/a	n/a	1.87 bn	1.06 bn
Cash remaining	n/a	n/a	n/a	n/a	1.87 bn	2.69 bn
Runway (months of cash)	n/a	n/a	n/a	n/a	4.3	10.9

Beta Read what these cash burn values mean

Financial data from SoFi earnings reports.

Institutional ownership, Q4 2024

SOFI institutional ownership history Ownership history

2.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	11	626	-98.2%
Opened positions	1	114	-99.1%
Closed positions	616	79	+679.7%
Increased positions	0	221	EXIT
Reduced positions	2	159	-98.7%

13F shares	Current	Prev Q	Change
Total value	749.49 mm	3.82 tn	-100.0%
Total shares	35.32 mm	528.29 mm	-93.3%
Total puts	0.00	63.37 mm	EXIT
Total calls	16.28 mm	71.57 mm	-77.3%
Total put/call ratio	–	0.9	–

Largest owners	Shares	Value	Change
Red Crow Capital	35.28 mm	$725.65 mm	0.0%
HRT Financial	41.50 k	$639.00 k	-98.2%
PMC FIG Opportunities	232.00	$23.20 mm	-99.8%
JPM JPMorgan Chase & Co.	0.00	$0.00	EXIT
Proequities	0.00	$0.00
Group One Trading	0.00	$0.00	EXIT
IMC-Chicago	0.00	$0.00	EXIT
Simplex Trading	0.00	$0.00	EXIT
Longitude	0.00	$0.00	EXIT
Advisor	0.00	$0.00	EXIT

Largest transactions	Bought/sold	Change
Vanguard	-89.44 mm	EXIT
BLK BlackRock	-45.44 mm	EXIT
Silver Lake Group, L.L.C.	-31.15 mm	EXIT
Dimensional Fund Advisors	-24.72 mm	EXIT
STT State Street	-18.06 mm	EXIT
Geode Capital Management	-17.62 mm	EXIT
ARK Investment Management	-12.61 mm	EXIT
MS Morgan Stanley	-11.93 mm	EXIT
Renaissance Technologies	-11.39 mm	EXIT
CMTDF Sumitomo Mitsui Trust	-10.05 mm	EXIT

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

SOFI insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
6 Feb 26	Robert S Lavet	Common Stock	Buy	Acquire P	Yes	No	21.044	5,000	105.22 k	17,172
5 Feb 26	Eric Schuppenhauer	Common Stock	Buy	Acquire P	No	No	19.93	5,000	99.65 k	228,767.81
2 Feb 26	Arun Pinto	Prepaid Forward Contract Common Stock	Other	Acquire J	No	No	0	71,500	0.00	71,500
20 Jan 26	Kelli Keough	Common Stock	Sell	Dispose S	No	Yes	25.7496	9,468	243.80 k	303,480

Data from 3, 4 and 5 filings. Values as filed, not updated for current price.