SoFi Technologies Ownership

SOFI Stock  USD 11.85  0.35  2.87%   
SoFi Technologies shows a total of 1.1 Billion outstanding shares. 30% of SoFi Technologies outstanding shares are owned by institutional holders. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulations than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or is about to change. On January 13, 2025, Representative James Comer of US Congress acquired under $15k worth of SoFi Technologies's common stock.
Some institutional investors establish a significant position in stocks such as SoFi Technologies in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of SoFi Technologies, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
  
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SoFi Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more detail on how to invest in SoFi Stock please use our How to Invest in SoFi Technologies guide.

SoFi Stock Ownership Analysis

About 48.0% of the company shares are owned by institutional investors. The company has price-to-book ratio of 1.99. Typically companies with comparable Price to Book (P/B) are able to outperform the market in the long run. SoFi Technologies has Price/Earnings To Growth (PEG) ratio of 2.05. The entity had not issued any dividends in recent years. SoFi Technologies, Inc. provides digital financial services. The company was founded in 2011 and is headquartered in San Francisco, California. Sofi Technologies operates under Credit Services classification in the United States and is traded on NASDAQ Exchange. It employs 2500 people. To find out more about SoFi Technologies contact Anthony Noto at 855 456 7634 or learn more at https://www.sofi.com.

SoFi Technologies Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SoFi Technologies insiders, such as employees or executives, is commonly permitted as long as it does not rely on SoFi Technologies' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SoFi Technologies insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

SoFi Technologies' latest congressional trading

Congressional trading in companies like SoFi Technologies, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in SoFi Technologies by those in governmental positions are based on the same information available to the general public.
2025-01-13Representative James ComerAcquired Under $15KVerify
2024-03-28Senator Thomas R CarperAcquired Under $15KVerify
2023-09-04Senator Thomas R CarperAcquired Under $15KVerify

SoFi Technologies Outstanding Bonds

SoFi Technologies issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SoFi Technologies uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SoFi bonds can be classified according to their maturity, which is the date when SoFi Technologies has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Currently Active Assets on Macroaxis

When determining whether SoFi Technologies offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of SoFi Technologies' financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Sofi Technologies Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Sofi Technologies Stock:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in SoFi Technologies. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in census.
For more detail on how to invest in SoFi Stock please use our How to Invest in SoFi Technologies guide.
You can also try the Options Analysis module to analyze and evaluate options and option chains as a potential hedge for your portfolios.
Is Consumer Finance space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of SoFi Technologies. If investors know SoFi will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about SoFi Technologies listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of SoFi Technologies is measured differently than its book value, which is the value of SoFi that is recorded on the company's balance sheet. Investors also form their own opinion of SoFi Technologies' value that differs from its market value or its book value, called intrinsic value, which is SoFi Technologies' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because SoFi Technologies' market value can be influenced by many factors that don't directly affect SoFi Technologies' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between SoFi Technologies' value and its price as these two are different measures arrived at by different means. Investors typically determine if SoFi Technologies is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, SoFi Technologies' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.