rotation.to
Following this device: dark.
Free account
rotation.to
Appearance
Following this device: dark.
Drag a card by its title · ⚙ to size, swap or remove

The company

SoFi Technologies, Inc.

SOFI · Nasdaq

FinancialsDigital Banking & Lending PlatformsNot moving yetCrypto

SOFI stood above a rising 150-day average in 13 of the last 52 weekly readings, and has been out of that trend for the last 39 weeks. It is 13.1% below that average now. Digital Banking & Lending Platforms: 29% of its 21 stocks in an uptrend (+1 points in four weeks); Financials: 53% (−0 points in four weeks).

Statistics

Rotation
Not moving yet
Weeks in an uptrend
out for 39
Industry in uptrend
29% +1 in 4 wk
Insider buys, 12 months
$4.9M
Insider sales, 12 months
$19.1M
Officials’ trades on record
8
Institutions holding
865 (+0)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 13 of 52 weeks.

23 Apr – 22 Oct
2%31%60%Apr 26Jun 26Jul 26Sep 26Oct 26

Digital Banking & Lending Platforms: A minority of its stocks are in an uptrend and the share has held steady. Financials: About half its stocks are in an uptrend and the share has held steady.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$482.7M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

8 disclosed lines: House 2, Senate 2, executive 4; 3 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k18 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$1k–$15k17 Mar 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1k–$15k12 Feb 2026filed 14 May 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$15k–$50k12 Feb 2026filed 14 May 2026
James Comer House: U.S. House ClerkKY01bought$1k–$15k2 Jan 2025filed 10 Jan 2025
James Comer House: U.S. House ClerkKY01bought$1k–$15k2 Jan 2025filed 10 Jan 2025
Thomas R. Carper Senate: U.S. Senate eFDSenatorsoldspouse$1k–$15k21 Mar 2024filed 29 Mar 2024
Thomas R. Carper Senate: U.S. Senate eFDSenatorboughtspouse$1k–$15k10 Aug 2023filed 5 Sep 2023

Insiders

Buy orders, 12 months7
Sale orders, 12 months19
Buyers · sellers3 · 5
WhoDidSharesTraded
Kelli KeoughEVP, GBUL, SIPSsold10,203at $14.7220 Oct 2026filed 22 Oct 2026
Jeremy RishelChief Technology Officersold18,624at $17.5021 Sep 2026filed 23 Sep 2026
Kelli KeoughEVP, GBUL, SIPSsold10,203at $16.9921 Sep 2026filed 23 Sep 2026
Kelli KeoughEVP, GBUL, SIPSsold11,286at $18.0020 Aug 2026filed 24 Aug 2026
Kelli KeoughEVP, GBUL, SIPSsold10,954at $17.1920 Jul 2026filed 21 Jul 2026
Kelli KeoughEVP, GBUL, SIPSsold10,954at $17.3522 Jun 2026filed 23 Jun 2026
Robert S. LavetGeneral Counselsold1,188at $17.5518 Jun 2026filed 22 Jun 2026
Jeremy RishelChief Technology Officersold102,123at $17.7817 Jun 2026filed 17 Jun 2026
Anthony NotoChief Executive Officerbought13,888at $18.0616 Jun 2026filed 16 Jun 2026
Kelli KeoughEVP, GBUL, SIPSsold10,037at $15.5320 May 2026filed 22 May 2026
Anthony NotoChief Executive Officerbought15,545at $16.0011 May 2026filed 11 May 2026
Anthony NotoChief Executive Officerbought15,878at $15.738 May 2026filed 8 May 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders865+0 on the quarter
New · exited128 · 127
Reported value$11.6B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.added · filed 7 Aug 202672,444,208$1.3B+2,887,044+4.2%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 202657,928,852$1.0B+820,271+1.4%
VANGUARD PORTFOLIO MANAGEMENT LLCreduced · filed 13 Aug 202650,740,132$909.8M-234,983−0.5%
GOLDMAN SACHS GROUP INCadded · filed 14 Aug 202635,207,678$631.3M+22,675,109+180.9%
UBS Group AGreduced · filed 13 Aug 202635,168,018$630.6M-1,249,183−3.4%
STATE STREET CORPadded · filed 7 Aug 202628,763,660$515.7M+1,448,463+5.3%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 202623,356,377$417.6M-2,626,459−10.1%
MORGAN STANLEYreduced · filed 13 Aug 202619,521,442$350.0M-1,737,325−8.2%
D. E. Shaw & Co., Inc.reduced · filed 14 Aug 202614,691,786$263.4M-28,029,122−65.6%
NORGES BANKnew · filed 12 Aug 202613,630,462$244.4M+13,630,462
31 Mar 2023 – 30 Jun 2026
468697926Mar 23Dec 23Dec 24Sep 25Jun 26

News

Everyone who traded it

Kelli Keough Company insiderEVP, GBUL, SIPS · last 20 Oct 20260 · 27
Jeremy Rishel Company insiderChief Technology Officer · last 21 Sep 20260 · 15
Arun Pinto Company insiderChief Risk Officer · last 15 Sep 20260 · 1
Eric Schuppenhauer Company insiderEVP GBUL Borrow · last 15 Sep 20262 · 0
Robert S. Lavet Company insiderGeneral Counsel · last 15 Sep 20261 · 2
Anthony Noto Company insiderChief Executive Officer · last 14 Sep 202652 · 0
Christopher Lapointe Company insiderCFO and PAO · last 14 Sep 20262 · 0
Gary Meltzer Company insiderDirector · last 17 Jul 20260 · 0
Steven J. Freiberg Company insiderDirector · last 17 Jul 20260 · 1
Bashir Ruzwana Company insiderDirector · last 14 Jul 20260 · 1
Clara Liang Company insiderDirector · last 14 Jul 20260 · 0
Dana R. Green Company insiderDirector · last 14 Jul 20260 · 0

Same industry

DAVE DaveLeading+22%
WLTH WealthfrontIn trend+12%
SKYA SkyAIJust started moving+82%
NU Nu HoldingsAbove a falling average+5%
GDOT Green DotSetting up-3%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Dec 20251.7%
Free cash flow marginFY 2025 · to 31 Dec 2025-643%
Cash conversionFY 2025 · to 31 Dec 2025-778%
Research spendFY 2025 · to 31 Dec 2025105%
Share count trendFY 2025 · to 30 Jan 20260.4%
Cash and equivalentsFY 2025 · to 31 Dec 2025$4.9B
Free cash flowFY 2025 · to 31 Dec 2025−$4.0B

Analyst forecasts

No analyst forecasts yet.