SoFi Technologies, Inc. (SOFI)
What changed in recent filings
- Technology Platform segment 16% → 7%Jun 30, 2024 → Jun 30, 2026
- Institutions — 2 new · 2 reduced13F · as of end of 2026 Q2
- Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
SoFi Technologies, Inc. recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Released Jul 29, 2026Revenue +1.1% YoY · EPS $0.12Released before the open: Jul 28 close → Jul 29 close, the stock moved -8.9% · over the same window, market -1.5% · sector -1.8%
- 26Q1Released Apr 29, 2026Revenue -7.7% YoY · EPS $0.12Released before the open: Apr 28 close → Apr 29 close, the stock moved -15.4% · over the same window, market +0.0% · sector -0.6%
- 25Q4Released Jan 30, 2026Revenue +25.7% YoY · EPS $0.14Released before the open: Jan 29 close → Jan 30 close, the stock moved -6.4% · over the same window, market -0.3% · sector -0.4%
- 25Q3Released Oct 28, 2025Revenue +19.5% YoY · EPS $0.11Released before the open: Oct 27 close → Oct 28 close, the stock moved +5.5% · over the same window, market +0.3% · sector -0.5%
The next earnings release is estimated around Oct 27, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding SoFi Technologies, Inc.
How many of the institutions we track reported holding this stock, quarter by quarter.
2021 Q2: 7 → 2026 Q2: 4 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold SoFi Technologies, Inc.
Institutions we track that reported holding this stock in their most recent 13F.
- ARK Invest0.44% of portfolio · since 2023 Q2
- National Pension Service (Korea)under 0.01% of portfolio · since 2025 Q4
- Tudor Investment CorpNew this quarterunder 0.01% of portfolio · since 2026 Q2
- Caisse de depot (Quebec)New this quarterunder 0.01% of portfolio · since 2026 Q2
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
SoFi Technologies. A digital personal-finance app. Starting from student-loan refinancing, it is expanding into investing, banking, and insurance.
What is the Financials sector?
Banks, investment, cards, and fintech. Moves with the rate cycle.
SoFi Technologies, Inc. is classified under the Financials sector. See peers below.
SoFi Technologies, Inc. key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
SoFi Technologies, Inc. vs Financials sector benchmark
Median of 34 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
SOFI segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding SoFi Technologies, Inc.
Per SEC N-PORT · 2026-07-31 · by weight · factual
SOFI on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Financials average
Peers · Financials
SOFI FAQ
What is SoFi Technologies, Inc. (SOFI)?
SoFi Technologies. A digital personal-finance app. Starting from student-loan refinancing, it is expanding into investing, banking, and insurance.
What sector is SoFi Technologies, Inc. in?
SoFi Technologies, Inc. is classified under Financials. Banks, investment, cards, and fintech. Moves with the rate cycle.
What are SoFi Technologies, Inc.'s key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 9.2%, Net margin 104.3%, ROE 4.6%. Definitions and interpretation are available on Stocklore.
Where can I analyze SoFi Technologies, Inc. (SOFI) stock?
On Stocklore you can see SOFI's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.