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Public ownership evidence

SoFi Technologies, Inc. Common Stock (SOFI) Ownership Disclosures

Read SOFI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-07T14:03:26.246Z

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2026-11-042026-10-19Hele John C.R.A15,880Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-10-19 and its public availability date is 2026-11-04. Subtracting those calendar dates gives 16 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code A: a award. An award is an acquisition but is not an open-market purchase. A purchase-following rule must not count it as code P.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001460835-26-000004 ↗SEC 0002032458-26-000030 ↗SEC 0002032458-26-000028 ↗

Recent Form 4 activity

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2026-11-042026-10-19Hele John C.R.A15,880Not reported
2026-10-222026-10-20Keough KelliS10,203Not reported
2026-09-242026-09-21Keough KelliS10,203Not reported
2026-09-242026-09-21Rishel JeremyS18,624Not reported
2026-08-252026-08-20Keough KelliS11,286Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2947$843None
Cornerstone Financial Management LLC2026-03-312026-08-2938$603None
Cornerstone Financial Management LLC2025-12-312026-08-29154$4,021None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2913,914$161,820None
Advisors Asset Management, Inc.2022-12-312026-08-286,083$28,043None
Advisors Asset Management, Inc.2022-06-302026-08-286,331$33,000None
Corient Private Wealth LP2026-06-302026-08-2890,049$1,614,591None
Corient Private Wealth LP2026-06-302026-08-2840,322$722,973None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2812,527$224,609None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2815,832$251,412None
Principia Wealth Advisory, LLC2026-06-302026-08-27207$3,712None
Principia Wealth Advisory, LLC2026-03-312026-08-27201$3,192None
Advisors Asset Management, Inc.2022-09-302026-08-276,456$32,000None
Advisors Asset Management, Inc.2022-03-312026-08-273,782$35,740None
Advisors Asset Management, Inc.2023-06-302026-08-272,422$20,199None
Advisors Asset Management, Inc.2023-03-312026-08-275,763$34,981None
Groupe la Francaise2026-06-302026-08-2635,170$630,598None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-26526,775$9,445,076None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,740,160$31,201,069None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2531,201,069$1,740,160,000None
Bernard Wealth Management Corp.2026-06-302026-08-22200$3,586None
Assenagon Asset Management S.A.2026-06-302026-08-2221,834$391,484None
Financial Avengers, Inc.2026-06-302026-08-20100$1,793None
Kingsview Wealth Management, LLC2026-06-302026-08-2030,651$549,572None
Archer Investment Corp2026-06-302026-08-203,364$60,317None
CANTOR FITZGERALD, L. P.2026-06-302026-08-201,488,054$26,680,808None
CANTOR FITZGERALD, L. P.2026-06-302026-08-20900,000$16,137,000Put
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-20128,074$2,296,367None
Beacon Pointe Advisors, LLC2026-06-302026-08-1952,919$948,838None
Copia Wealth Management2026-06-302026-08-193,637$65,211None
Orion Capital Management LLC2026-06-302026-08-195,400$96,822None
Ensign Peak Advisors, Inc2026-03-312026-08-19235,432$3,738,660None
Ensign Peak Advisors, Inc2025-12-312026-08-19264,791$6,932,228None
Ensign Peak Advisors, Inc2025-09-302026-08-19273,743$7,232,290None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-195,993$107,395None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-19250$4,000None
Concorde Asset Management, LLC2026-06-302026-08-1914,899$267,139None
Rakuten Investment Management, Inc.2026-06-302026-08-1973,377$1,334,727None
Strive Financial Group ,LLC2026-06-302026-08-187,664$137,416None
Caitlin John, LLC2026-06-302026-08-181,290$23,130None
Caitlin John, LLC2026-06-302026-08-183,000$53,790None
Corient Private Wealth LP2026-06-302026-08-18130,647$2,342,844None
Empowered Funds, LLC2026-06-302026-08-18108,865$1,951,949None
Empowered Funds, LLC2026-06-302026-08-1835,767$641,302None
Empowered Funds, LLC2026-06-302026-08-1822,342$400,592None
Empowered Funds, LLC2026-06-302026-08-185,057$90,672None
Empowered Funds, LLC2026-06-302026-08-182,930$52,535None
Pure Financial Advisors, LLC2026-06-302026-08-1813,419$240,603None
Transamerica Financial Advisors, LLC2026-06-302026-08-181,086$19,471None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1818,582$333,177None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.