SoFi Technologies, Inc.
SoFi Technologies, Inc. (Nasdaq: SOFI) is a digital financial services company offering products that help members borrow, save, spend, invest and manage their finances through a mobile platform. Its offerings include personal, student and home loans; checking and savings accounts, credit cards, investment services… From the company’s description.
Over the twelve months to Sep 30, 2026, SoFi Technologies, Inc. reported revenue of $4.73B, up 42.3% from a year earlier, and net income of $737.86M. Its pre-tax margin was 19.2%. In fiscal 2025, it reported revenue of $3.61B, up 35.1% from fiscal 2024, and net income of $481.32M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What SoFi Technologies, Inc. does
In the company’s own words
SoFi Technologies, Inc. (Nasdaq: SOFI) is a digital financial services company offering products that help members borrow, save, spend, invest and manage their finances through a mobile platform. Its offerings include personal, student and home loans; checking and savings accounts, credit cards, investment services and digital asset trading; and financial management, insurance, travel and workplace financial products. SoFi also serves enterprises through lending services and technology platforms. The company reports three segments: Lending, which originates and services loans; Financial Services, which provides consumer financial products and lending-related services; and Technology Platform, which supplies digital banking and payment technology to financial institutions, government entities and other organizations. Its loan platform also connects borrowers with third-party lending partners, while its technology customers operate primarily in North and Latin America. Founded in 2011, SoFi operates SoFi Bank, a nationally chartered bank, and serves customers primarily in the United States, with international operations in Latin America, Canada, Switzerland and Hong Kong. Its website is https://www.sofi.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Finance Services
- Headquarters
- SAN FRANCISCO, CA
- Fiscal year end
- December
- CIK
- 1818874
- SIC
- 6199
Financial performance, year by year
Fiscal 2021–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns SoFi Technologies, Inc. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in SoFi Technologies, Inc. · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · SoFi Technologies, Inc.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
SoFi Technologies, Inc.’s bonds, as funds hold them
Funds report holding 2 issues of SoFi Technologies, Inc.’s debt, $154.76M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 0.79%, maturing 2026 to 2029.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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