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SoFi Technologies, Inc. (SOFI) SEC Filings, Jul-Aug 2026

SOFI NASDAQ

SoFi Technologies, Inc. filings document a public digital financial-services company with consumer lending, banking, investing, home lending and technology-platform operations. Form 8-K reports quarterly and annual results, loan originations, member and product metrics, adjusted revenue measures and operating data furnished with earnings releases.

Proxy materials cover board matters, executive compensation, equity awards and annual stockholder voting. Other filings disclose leadership transition arrangements, Regulation FD information about officer prepaid variable forward contracts and share pledges, common-stock capital actions, underwriting agreements, registration-statement references, use of proceeds and governance matters tied to SoFi's financial-services and payments platform.

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SoFi Technologies, Inc. (SOFI) received a Rule 144 notice for a proposed sale of its common stock by officer Arun Pinto. The notice covers 25,118 shares, acquired through restricted stock vesting on 08/14/2026, with an aggregate market value of $452,174.24. SoFi reports 1,291,570,324 shares outstanding, and the seller previously sold 11,029 shares for $194,171.06 during the prior three months. The filing notes that part of the sale amount is intended to cover a tax obligation from a vested equity award distribution.

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SoFi Technologies, Inc. reported results for the quarter ended June 30, 2026 with total net revenue of $1,218,676 thousand, up from $854,944 thousand in the prior-year quarter. Net income was $156,592 thousand versus $97,263 thousand, and diluted earnings per share were $0.12 versus $0.08. For the first six months of 2026, net income totaled $323,323 thousand compared with $168,379 thousand a year earlier.

Total assets were $60,947,548 thousand as of June 30, 2026, up from $50,660,478 thousand at December 31, 2025, reflecting growth in loans held for sale of $29,737,289 thousand and loans held for investment of $18,196,093 thousand. Deposits increased to $45,543,160 thousand from $37,505,395 thousand, and total equity rose to $11,076,227 thousand. During the quarter SoFi completed cash acquisitions of Peach Finance, Inc. and Composer Securities LLC, recording aggregate goodwill of $31,500 thousand, and expanded newer offerings including SoFi Crypto and its SoFiUSD stablecoin, with $52.5 million of SoFiUSD outstanding and fully backed by reserve assets as of June 30, 2026.

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SoFi Technologies reported record Q2 2026 results, with GAAP total net revenue of $1,218.7 million, up 43% year-over-year, and GAAP net income of $156.6 million. Diluted EPS was $0.12. Adjusted net revenue reached $1,205.6 million, up 40%, and adjusted EBITDA was $357.8 million, up 44% with a 30% margin, marking the 19th consecutive quarter meeting the Rule of 40 with a score of 70.

Total loan originations hit a record $14.8 billion, up 69% year-over-year, including $10.7 billion in personal loans, $2.7 billion in student loans and $1.4 billion in home loans. Members grew 35% to 15.8 million, products grew 42% to 24.4 million, and 51% of new products were opened by existing members. Deposits rose to $45.5 billion, net interest margin was 5.98%, and tangible book value per share increased to $7.34.

Lending and Financial Services segments delivered strong revenue and contribution growth, while Technology Platform revenue declined 23% year-over-year and its contribution margin fell to 14%. Management raised full-year 2026 adjusted net revenue guidance to $4.75–$4.85 billion (32–35% growth) and reaffirmed targets for $1.6 billion adjusted EBITDA, $825 million adjusted net income and adjusted EPS of about $0.60.

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HUTTON GEORGE THOMPSON reported acquisition or exercise transactions in this Form 4 filing.

SoFi Technologies, Inc. director George Thompson Hutton received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU is a contingent right to receive one share of common stock for no consideration, vesting at the earlier of the next annual shareholder meeting after that date or 12 months after it.

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Ruzwana Bashir reported acquisition or exercise transactions in this Form 4 filing.

SoFi Technologies, Inc. director Ruzwana Bashir received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU represents a contingent right to receive one share of common stock for no consideration, vesting at the earlier of the next annual shareholder meeting after that date or the 12‑month anniversary of the Vesting Commencement Date. Following this award, Bashir directly holds 13,993 RSUs.

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Borden William A. reported acquisition or exercise transactions in this Form 4 filing.

SoFi Technologies, Inc. reported that director William A. Borden received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU is a contingent right to receive one share of common stock for no consideration and will vest at the earlier of the next annual shareholder meeting after July 14, 2026 or the 12 month anniversary of the Vesting Commencement Date. Following this award, Borden directly holds 13,993 RSUs representing the same number of underlying common shares.

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Hele John C.R. reported acquisition or exercise transactions in this Form 4 filing.

SoFi Technologies, Inc. director John C.R. Hele received a grant of 13,993 restricted stock units (RSUs) on July 14, 2026. Each RSU represents a contingent right to receive one share of common stock upon settlement for no consideration. Following this grant, he holds 13,993 RSUs that will vest at the earlier of the next annual shareholder meeting after July 14, 2026 or the 12 month anniversary of that vesting commencement date.

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Meltzer Gary reported acquisition or exercise transactions in this Form 4 filing.

SoFi Technologies, Inc. director Gary Meltzer reported two equity awards. On July 14 and July 17, 2026, he received grants of 13,993 restricted stock units (RSUs) each, for an aggregate of 27,986 units. Each RSU represents a contingent right to receive one share of common stock for no consideration and will vest at the earlier of the next annual shareholder meeting after July 14, 2026 or 12 months after the vesting commencement date.

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Green Dana R. reported acquisition or exercise transactions in this Form 4 filing.

SoFi Technologies, Inc. reported that director Dana R. Green received a grant of 13,993 Deferred Stock Units on 2026-07-14. Each DSU is the economic equivalent of one share of common stock under the Director Deferred Compensation Plan and becomes payable according to that plan’s terms. Following the award, Green directly holds 13,993 DSUs.

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SoFi Technologies, Inc. director Steven J. Freiberg reported two compensation-related acquisitions of derivative securities. He received 13,993 deferred stock units on July 14, 2026 and another 13,993 units on July 17, 2026. Each unit is the economic equivalent of one share of common stock and becomes payable under the company’s Director Deferred Compensation Plan.

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FAQ

How many SoFi Technologies (SOFI) SEC filings are available on StockTitan?

StockTitan tracks 186 SEC filings for SoFi Technologies (SOFI), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for SoFi Technologies (SOFI)?

The most recent SEC filing for SoFi Technologies (SOFI) was filed on August 18, 2026.