Latest revenue
$1.10B
as of 2026-03-31
Latest net income
$166.7M
as of 2026-03-31
Net margin
15.2%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $20.04B
- Enterprise value
- $20.04B
- P/E (trailing)
- 41.6×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $32.73
- 52-wk low
- $12.86
- Beta
- —
- Shares out
- 1.28B
5-year trend
About SOFI
Business description and risk factors will appear here once SOFI's latest filing is fully ingested.
Profitability
Net margin
10.6%
24.3%Return on equity
4.6%
40.0%Return on assets
1.0%
30.9%Leverage
Debt / equity
3.83×
15.9%Long-term debt / equity
0.17×
63.5%Debt / assets
79.3%
3.3%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $1.10B | +42.6% | $166.7M | +134.4% | 15.2% |
Q4 2025 2025-12-31 | $1.49B | +27.0% | $173.5M | -47.8% | 11.7% |
Q3 2025 2025-09-30 | $1.21B | +28.6% | $139.4M | +129.5% | 11.6% |
Q2 2025 2025-06-30 | $1.08B | +33.3% | $97.3M | +458.9% | 9.0% |
Q1 2025 2025-03-31 | $771.8M | +19.7% | $71.1M | -19.2% | 9.2% |
Q4 2024 2024-12-31 | $1.17B | — | $332.5M | — | 28.4% |
Q3 2024 2024-09-30 | $938.1M | +28.5% | $60.7M | +122.8% | 6.5% |
Q2 2024 2024-06-30 | $807.1M | +24.3% | $17.4M | +136.6% | 2.2% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Finance Services · SIC 6199
Your notes
Keep private notes on SOFI — thesis, target price, catalysts to watch.
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Insider activity
Insider buying
$2.2M
Insider selling
$15.9M
Net activity
−$13.7M
Distinct insiders
8
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns SOFI
Institutional value
$6.22B
Total shares held
395.2M
Distinct holders
663
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 69.6M | $1.10B | — | New |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 57.1M | $906.9M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 51.0M | $809.5M | — | New |
| 4 | UBS Group AG | 36.4M | $578.3M | — | New |
| 5 | JANE STREET GROUP, LLC | 18.0M | $286.1M | — | New |
| 6 | DIMENSIONAL FUND ADVISORS LP | 9.1M | $144.5M | — | New |
| 7 | VANGUARD FIDUCIARY TRUST CO | 7.9M | $125.7M | — | New |
| 8 | CITIGROUP INC | 7.5M | $119.0M | — | New |
| 9 | BANK OF MONTREAL /CAN/ | 6.8M | $107.5M | — | New |
| 10 | Sumitomo Mitsui Trust Group, Inc. | 5.7M | $90.3M | — | New |
| 11 | BNP PARIBAS FINANCIAL MARKETS | 4.8M | $76.4M | — | New |
| 12 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.7M | $75.1M | — | New |
| 13 | Mitsubishi UFJ Asset Management Co., Ltd. | 4.6M | $73.8M | — | New |
| 14 | WELLS FARGO & COMPANY/MN | 4.4M | $70.2M | — | New |
| 15 | Accel Growth Fund V Associates L.L.C. | 4.1M | $65.2M | — | New |
| 16 | Bank of New York Mellon Corp | 4.0M | $64.0M | — | New |
| 17 | ARK Investment Management LLC | 3.8M | $60.9M | — | New |
| 18 | Swiss National Bank | 3.7M | $58.9M | — | New |
| 19 | Legal & General Group Plc | 3.5M | $54.8M | — | New |
| 20 | Nuveen, LLC | 3.4M | $54.5M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once SOFI's latest filing finishes processing.