Glück Conviction Score™ ⓘ
SOFI
SoFi Technologies, Inc.
Effektiv: Risiko-Ausstieg
Sehr hoch
Bedeutung der Einstufung ⓘ
Insider
31,8
1 Insider, 501K $ Volumen
Institutionell
30,4
120 neu, 384 erhöht, -10854249K $ netto
Aktivist
25,1
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,69% (Stand: 31.05.2026)
Score-Verlauf (90 Tage)
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (12 Monate)
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bärisch | 10 % | 16.83 | -1.5 % vs SMA50 | |
| Kurs vs SMA200 | Bärisch | 15 % | 22.85 | -27.4 % vs SMA200 | |
| SMA-Cross | Bärisch | 10 % | DEATH | vor 69 Tagen @ 19.25 | |
| EMA20 vs EMA50 | Bärisch | 5 % | 16.58 | EMA50: 17.03 | |
| MACD-Histogramm | Bärisch | 10 % | -0.007 | Bearisch | |
| RSI(14) | Neutral | 10 % | 49.7 | Neutral (30–70) | |
| Stoch %K(14) | Neutral | 5 % | 29.5 | Neutral | |
| ADX(14)+DI | Neutral | 10 % | 15.6 | +DI: 20.5 / −DI: 17.3 | |
| Z-Score(60) | Neutral | 5 % | -0.13 | In Range | |
| 52W-Position | Bärisch | 5 % | 13.7 % | Hoch 32.21 / Tief 14.09 | |
| Bollinger(20,2σ) | Neutral | 5 % | 53.5 % | Upper 18.23 / Mid 16.46 / Lower 14.69 | |
| LinReg-Slope(60) | Neutral | 10 % | -0.0065 | R²=0.01 / annualisiert -9.8 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-05-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.037 | 15,53 | -155.920,78 | -23,7% | |
| 2026-05-11 | Noto Anthony | Director, Officer, Chief Executive Officer | Open Market Purchase | 15.545 | 16,00 | 248.780,63 | +37,9% | |
| 2026-05-08 | Noto Anthony | Director, Officer, Chief Executive Officer | Open Market Purchase | 15.878 | 15,73 | 249.768,88 | +38,0% | |
| 2026-04-21 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -9.742 | 19,25 | -187.551,04 | -28,6% | |
| 2026-03-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -9.742 | 16,94 | -165.066,50 | -25,1% | |
| 2026-03-18 | Rishel Jeremy | Officer, Chief Technology Officer | Open Market Sale | -94.958 | 17,43 | -1.655.117,94 | -252,0% | |
| 2026-03-17 | Noto Anthony | Director, Officer, Chief Executive Officer | Open Market Purchase | 28.900 | 17,32 | 500.516,21 | +76,2% | |
| 2026-03-02 | Noto Anthony | Director, Officer, Chief Executive Officer | Open Market Purchase | 56.000 | 17,88 | 1.001.515,20 | +152,5% | |
| 2026-02-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -9.755 | 18,87 | -184.117,82 | -28,0% | |
| 2026-02-06 | Freiberg Steven J | Director | Open Market Sale | -94.225 | 20,31 | -1.913.709,75 | -291,4% | |
| 2026-02-06 | Lavet Robert S | Officer, General Counsel | Open Market Purchase | 5.000 | 21,04 | 105.220,00 | +16,0% | |
| 2026-02-05 | Schuppenhauer Eric | Officer, EVP GBUL Borrow | Open Market Purchase | 5.000 | 19,93 | 99.650,00 | +15,2% | |
| 2026-01-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -9.468 | 25,75 | -243.797,21 | -37,1% | |
| 2025-12-23 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -9.468 | 27,14 | -256.948,26 | -39,1% | |
| 2025-12-17 | Rishel Jeremy | Officer, Chief Technology Officer | Open Market Sale | -91.837 | 26,64 | -2.446.537,68 | -372,5% | |
| 2025-11-21 | Pinto Arun | Officer, Chief Risk Officer | Open Market Sale | -46.132 | 24,76 | -1.142.219,09 | -173,9% | |
| 2025-11-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.340 | 26,43 | -273.295,51 | -41,6% | |
| 2025-10-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.036 | 28,33 | -284.276,73 | -43,3% | |
| 2025-09-18 | Rishel Jeremy | Officer, Chief Technology Officer | Open Market Sale | -98.733 | 27,50 | -2.715.157,50 | -413,4% | |
| 2025-09-18 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.036 | 27,86 | -279.619,02 | -42,6% | |
| 2025-08-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.578 | 22,13 | -234.041,42 | -35,6% | |
| 2025-07-18 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.267 | 21,80 | -223.773,37 | -34,1% | |
| 2025-06-20 | Rishel Jeremy | Officer, Chief Technology Officer | Open Market Sale | -66.847 | 15,55 | -1.039.470,85 | -158,3% | |
| 2025-06-20 | Keough Kelli | Officer, EVP, GBUL, SIPS | Open Market Sale | -10.267 | 15,22 | -156.288,38 | -23,8% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 111.003.107 | 0 | 111.003.107 | 2.906.061.341 | Neu | +100,0% | |
| JPMORGAN CHASE & CO | 64.144.103 | 0 | 64.144.103 | 1.679.292.670 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 101.196.978 | 68.034.973 | 33.162.005 | 1.607.008.011 | Aufgestockt | +48,7% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86.883.993 | 76.290.126 | 10.593.867 | 1.379.717.809 | Aufgestockt | +13,9% | |
| BlackRock, Inc. | 69.557.164 | 69.136.001 | 421.163 | 1.104.567.772 | Aufgestockt | +0,6% | |
| UBS Group AG | 59.245.049 | 31.840.948 | 27.404.101 | 940.811.378 | Aufgestockt | +86,1% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 57.108.581 | 0 | 57.108.581 | 906.884.266 | Neu | +100,0% | |
| D. E. Shaw & Co., Inc. | 54.555.908 | 53.530.536 | 1.025.372 | 866.347.819 | Aufgestockt | +1,9% | |
| CITADEL ADVISORS LLC | 47.804.481 | 62.659.950 | -14.855.469 | 759.135.159 | Reduziert | -23,7% | |
| STATE STREET CORP | 27.315.197 | 25.937.928 | 1.377.269 | 433.765.328 | Aufgestockt | +5,3% | |
| GEODE CAPITAL MANAGEMENT, LLC | 25.982.836 | 23.642.936 | 2.339.900 | 412.684.799 | Aufgestockt | +9,9% | |
| MORGAN STANLEY | 21.258.767 | 13.323.366 | 7.935.401 | 337.589.248 | Aufgestockt | +59,6% | |
| NORGES BANK | 12.280.945 | 0 | 12.280.945 | 321.515.140 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 18.922.569 | 13.276.884 | 5.645.685 | 300.490.395 | Aufgestockt | +42,5% | |
| Qube Research & Technologies Ltd | 18.601.687 | 5.665.195 | 12.936.492 | 295.394.790 | Aufgestockt | +228,4% | |
| TWO SIGMA ADVISERS, LP | 10.310.600 | 0 | 10.310.600 | 269.931.508 | Neu | +100,0% | |
| IMC-Chicago, LLC | 15.717.318 | 18.328.674 | -2.611.356 | 249.591.010 | Reduziert | -14,2% | |
| Squarepoint Ops LLC | 14.422.045 | 9.439.459 | 4.982.586 | 229.022.075 | Aufgestockt | +52,8% | |
| BANK OF MONTREAL /CAN/ | 13.045.098 | 13.753.742 | -708.644 | 207.156.157 | Reduziert | -5,2% | |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12.654.530 | 7.857.647 | 4.796.883 | 200.953.936 | Aufgestockt | +61,0% | |
| Optiver Holding B.V. | 12.629.175 | 0 | 12.629.175 | 200.551.299 | Neu | +100,0% | |
| SIMPLEX TRADING, LLC | 12.568.808 | 12.194.202 | 374.606 | 199.592.671 | Aufgestockt | +3,1% | |
| MILLENNIUM MANAGEMENT LLC | 11.360.068 | 3.794.960 | 7.565.108 | 180.397.880 | Aufgestockt | +199,3% | |
| BANK OF AMERICA CORP /DE/ | 10.842.348 | 13.405.363 | -2.563.015 | 172.176.482 | Reduziert | -19,1% | |
| ROYAL BANK OF CANADA | 9.455.831 | 14.604.024 | -5.148.193 | 150.159.000 | Reduziert | -35,3% | |
| DIMENSIONAL FUND ADVISORS LP | 9.106.532 | 8.746.747 | 359.785 | 144.538.918 | Aufgestockt | +4,1% | |
| CITIGROUP INC | 8.876.383 | 3.205.193 | 5.671.190 | 140.956.961 | Aufgestockt | +176,9% | |
| Walleye Trading LLC | 7.967.751 | 10.998.727 | -3.030.976 | 126.527.886 | Reduziert | -27,6% | |
| GROUP ONE TRADING LLC | 7.363.274 | 9.139.719 | -1.776.445 | 116.928.791 | Reduziert | -19,4% | |
| NORTHERN TRUST CORP | 7.346.665 | 6.979.090 | 367.575 | 116.665.040 | Aufgestockt | +5,3% | |
| MARSHALL WACE, LLP | 6.519.684 | 6.650.744 | -131.060 | 103.532.583 | Reduziert | -2,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6.470.386 | 6.038.530 | 431.856 | 102.749.730 | Aufgestockt | +7,2% | |
| Sumitomo Mitsui Trust Group, Inc. | 5.689.426 | 5.533.208 | 156.218 | 90.348.085 | Aufgestockt | +2,8% | |
| BARCLAYS PLC | 5.624.979 | 10.816.569 | -5.191.590 | 89.324.666 | Reduziert | -48,0% | |
| BNP PARIBAS FINANCIAL MARKETS | 4.818.367 | 2.841.976 | 1.976.391 | 89.092.628 | Aufgestockt | +69,5% | |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 5.418.013 | 1.934.068 | 3.483.945 | 86.038.046 | Aufgestockt | +180,1% | |
| Defiance ETFs, LLC | 5.353.132 | 0 | 5.353.132 | 85.007.736 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 4.726.732 | 4.136.431 | 590.301 | 75.060.505 | Aufgestockt | +14,3% | |
| Mitsubishi UFJ Asset Management Co., Ltd. | 4.647.044 | 4.035.546 | 611.498 | 73.795.059 | Aufgestockt | +15,2% | |
| WELLS FARGO & COMPANY/MN | 4.424.507 | 5.840.757 | -1.416.250 | 70.261.164 | Reduziert | -24,2% | |
| TORONTO DOMINION BANK | 4.375.032 | 219.650 | 4.155.382 | 69.475.511 | Aufgestockt | +1891,8% | |
| Accel Growth Fund V Associates L.L.C. | 4.104.459 | 4.104.459 | 0 | 65.178.809 | Unverändert | 0,0% | |
| TWO SIGMA INVESTMENTS, LP | 3.897.390 | 11.928.703 | -8.031.313 | 61.890.553 | Reduziert | -67,3% | |
| ARK Investment Management LLC | 3.836.003 | 4.106.060 | -270.057 | 60.915.722 | Reduziert | -6,6% | |
| Swiss National Bank | 3.708.500 | 3.281.300 | 427.200 | 58.890.980 | Aufgestockt | +13,0% | |
| Hudson Bay Capital Management LP | 3.644.271 | 1.864.271 | 1.780.000 | 57.871.023 | Aufgestockt | +95,5% | |
| NATIXIS | 3.500.000 | 0 | 3.500.000 | 55.580.000 | Neu | +100,0% | |
| Legal & General Group Plc | 3.450.586 | 2.484.547 | 966.039 | 54.795.308 | Aufgestockt | +38,9% | |
| Nuveen, LLC | 3.433.589 | 3.815.763 | -382.174 | 54.525.393 | Reduziert | -10,0% | |
| Burkehill Global Management, LP | 2.000.000 | 0 | 2.000.000 | 52.360.000 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 101.196.978 | 68.034.973 | +48,7% | 1.607.008.011 | 10,37 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 86.883.993 | 76.290.126 | +13,9% | 1.379.717.809 | 8,90 |
| BlackRock, Inc. | 69.557.164 | 69.136.001 | +0,6% | 1.104.567.772 | 7,13 |
| UBS Group AG | 59.245.049 | 31.840.948 | +86,1% | 940.811.378 | 6,07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 57.108.581 | 0 | +100,0% | 906.884.266 | 5,85 |
| D. E. Shaw & Co., Inc. | 54.555.908 | 53.530.536 | +1,9% | 866.347.819 | 5,59 |
| CITADEL ADVISORS LLC | 47.804.481 | 62.659.950 | -23,7% | 759.135.159 | 4,90 |
| STATE STREET CORP | 27.315.197 | 25.937.928 | +5,3% | 433.765.328 | 2,80 |
| GEODE CAPITAL MANAGEMENT, LLC | 25.982.836 | 23.642.936 | +9,9% | 412.684.799 | 2,66 |
| MORGAN STANLEY | 21.258.767 | 13.323.366 | +59,6% | 337.589.248 | 2,18 |
| GOLDMAN SACHS GROUP INC | 18.922.569 | 13.276.884 | +42,5% | 300.490.395 | 1,94 |
| Qube Research & Technologies Ltd | 18.601.687 | 5.665.195 | +228,4% | 295.394.790 | 1,91 |
| IMC-Chicago, LLC | 15.717.318 | 18.328.674 | -14,2% | 249.591.010 | 1,61 |
| Squarepoint Ops LLC | 14.422.045 | 9.439.459 | +52,8% | 229.022.075 | 1,48 |
| BANK OF MONTREAL /CAN/ | 13.045.098 | 13.753.742 | -5,2% | 207.156.157 | 1,34 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12.654.530 | 7.857.647 | +61,0% | 200.953.936 | 1,30 |
| Optiver Holding B.V. | 12.629.175 | 0 | +100,0% | 200.551.299 | 1,29 |
| SIMPLEX TRADING, LLC | 12.568.808 | 12.194.202 | +3,1% | 199.592.671 | 1,29 |
| MILLENNIUM MANAGEMENT LLC | 11.360.068 | 3.794.960 | +199,3% | 180.397.880 | 1,16 |
| BANK OF AMERICA CORP /DE/ | 10.842.348 | 13.405.363 | -19,1% | 172.176.482 | 1,11 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 923 | 1.177,3 | 17.648 |
| 31.12.2025 | ✓ | 992 | 1.074,8 | 27.230 |
| 30.09.2025 | ✓ | 921 | 1.029,7 | 26.288 |
| 30.06.2025 | ✓ | 746 | 897,6 | 16.469 |
| 31.03.2025 | ✓ | 708 | 781,8 | 9.012 |
| 31.12.2024 | ✓ | 687 | 780,8 | 11.812 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| NORGES BANK | 12.280.945 | 321.515.140 |
| National Pension Service | 1.690.585 | 44.259.515 |
| TREMBLANT CAPITAL GROUP | 1.624.973 | 42.541.793 |
| Ghisallo Capital Management LLC | 1.115.619 | 29.206.905 |
| TUDOR INVESTMENT CORP ET AL | 993.491 | 26.009.594 |
| Provident Living Financial Services, Inc. | 947.387 | 22.241.242 |
| ARISTEIA CAPITAL, L.L.C. | 17.000.000 | 21.988.650 |
| PFA Pension, Forsikringsaktieselskab | 713.383 | 18.947.449 |
| Alberta Investment Management Corp | 508.000 | 13.299.440 |
| Liontrust Investment Partners LLP | 428.320 | 11.213.418 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| CITADEL ADVISORS LLC | 62.659.950 | 18.883.885 | +43.1 % | 1.640.437.491 |
| JPMORGAN CHASE & CO | 64.144.103 | 17.206.827 | +36.7 % | 1.679.292.670 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76.290.126 | 13.442.412 | +21.4 % | 1.997.275.499 |
| D. E. Shaw & Co., Inc. | 53.530.536 | 7.138.195 | +15.4 % | 1.401.429.432 |
| BlackRock, Inc. | 69.136.001 | 6.756.123 | +10.8 % | 1.809.980.529 |
| MARSHALL WACE, LLP | 6.650.744 | 5.244.291 | +372.9 % | 174.116.479 |
| BARCLAYS PLC | 10.816.569 | 4.369.042 | +67.8 % | 283.177.777 |
| BANK OF MONTREAL /CAN/ | 13.753.742 | 3.928.370 | +40.0 % | 360.072.965 |
| VANGUARD GROUP INC | 111.003.107 | 3.900.895 | +3.6 % | 2.906.061.341 |
| GOLDMAN SACHS GROUP INC | 13.276.884 | 3.432.625 | +34.9 % | 347.588.823 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Twin Tree Management, LP | 576.388 | -4.583.286 | -88.8 % | 15.089.838 |
| Squarepoint Ops LLC | 9.439.459 | -4.526.093 | -32.4 % | 247.125.037 |
| MILLENNIUM MANAGEMENT LLC | 3.794.960 | -2.295.491 | -37.7 % | 99.352.053 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7.857.647 | -2.145.747 | -21.5 % | 205.713.198 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 2.599.000 | -1.885.000 | -42.0 % | 4.481.571 |
| Quadrature Capital Ltd | 228.892 | -1.825.928 | -88.9 % | 5.992.393 |
| JANE STREET GROUP, LLC | 68.034.973 | -1.568.824 | -2.3 % | 1.781.155.594 |
| SIMPLEX TRADING, LLC | 12.194.202 | -1.561.179 | -11.3 % | 319.244.208 |
| CAPITAL FUND MANAGEMENT S.A. | 4.198.400 | -1.519.796 | -26.6 % | 109.914.112 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 1.934.068 | -1.423.243 | -42.4 % | 50.633.900 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 30.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,34 % | 68.207.763 | Neu | |
| 27.04.2026 | BlackRock, Inc. | Passiv (13G) | 5,10 % | 64.797.945 | Neu | |
| 27.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -8,50 pp | |
| 04.02.2026 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 3,70 % | 47.207.186 | -1,40 pp | |
| 21.01.2026 | JPMORGAN CHASE & CO. | Passiv (13G) | 5,10 % | 64.981.867 | Neu | |
| 13.11.2025 | JANE STREET GROUP, LLC | Passiv (13G/A) | 2,60 % | 30.678.897 | -2,90 pp | |
| 13.11.2025 | Jane Street Options, LLC | Passiv (13G/A) | 1,30 % | 15.926.061 | -1,60 pp | |
| 13.11.2025 | Jane Street Capital, LLC | Passiv (13G/A) | 0,00 % | 249.930 | 0,00 pp | |
| 13.11.2025 | Jane Street Global Trading, LLC | Passiv (13G/A) | 1,20 % | 14.502.906 | -1,40 pp | |
| 06.08.2025 | Jane Street Global Trading, LLC | Passiv (13G) | 2,60 % | 31.350.275 | Neu | |
| 06.08.2025 | Jane Street Capital, LLC | Passiv (13G) | 0,00 % | 26.385 | Neu | |
| 06.08.2025 | JANE STREET GROUP, LLC | Passiv (13G) | 5,50 % | 65.326.866 | Neu | |
| 06.08.2025 | Jane Street Options, LLC | Passiv (13G) | 2,90 % | 33.950.206 | Neu | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 8,50 % | 81.459.501 | +1,14 pp | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 7,36 % | 68.270.315 | +0,74 pp | |
| 17.08.2022 | SoftBank Group Corp. | Aktivist (13D/A) | 4,90 % | 45.422.128 | -2,00 pp | |
| 17.08.2022 | Delaware Project 10 L.L.C. | Aktivist (13D/A) | 4,90 % | 45.422.128 | -2,00 pp | |
| 11.08.2022 | Delaware Project 10 L.L.C. | Aktivist (13D/A) | 6,90 % | 63.651.933 | -2,10 pp | |
| 11.08.2022 | SoftBank Group Corp. | Aktivist (13D/A) | 6,90 % | 63.651.933 | -2,10 pp | |
| 08.08.2022 | SoftBank Group Corp. | Aktivist (13D/A) | 9,00 % | 83.216.977 | -1,50 pp | |
| 08.08.2022 | Delaware Project 10 L.L.C. | Aktivist (13D/A) | 9,00 % | 83.216.977 | -1,50 pp | |
| 06.04.2022 | SoftBank Group Corp. | Aktivist (13D/A) | 10,50 % | 95.281.895 | -13,30 pp | |
| 06.04.2022 | Delaware Project 10 L.L.C. | Aktivist (13D/A) | 10,50 % | 95.281.895 | -4,30 pp | |
| 10.02.2022 | The Vanguard Group | Passiv (13G) | 6,62 % | 53.386.070 | Neu | |
| 30.12.2021 | Ian Osborne | Passiv (13G/A) | 2,10 % | 17.360.305 | Neu | |
| 30.12.2021 | SCH Sponsor V LLC | Passiv (13G/A) | Ausstieg | 0 | Neu | |
| 30.12.2021 | Chamath Palihapitiya | Passiv (13G/A) | 3,10 % | 24.849.819 | Neu | |
| 24.11.2021 | Clay Wilkes | Aktivist (13D/A) | 5,30 % | 42.645.574 | -1,30 pp | |
| 24.11.2021 | Red Crow Capital, LLC | Aktivist (13D/A) | 4,40 % | 35.277.090 | -1,40 pp | |
| 17.11.2021 | SoftBank Group Corp. | Aktivist (13D/A) | 23,80 % | 35.953.699 | +0,30 pp | |
| 17.11.2021 | SB Energy Global Holdings Limited | Aktivist (13D/A) | 23,80 % | 35.953.699 | +0,30 pp | |
| 17.11.2021 | SB Energy Global Holdings One Ltd. | Aktivist (13D/A) | 23,80 % | 35.953.699 | +0,30 pp | |
| 17.11.2021 | SoftBank Group Capital Ltd | Aktivist (13D/A) | 23,80 % | 35.953.699 | +0,30 pp | |
| 25.10.2021 | SB Energy Global Holdings Limited | Aktivist (13D) | 23,50 % | 31.714.972 | Neu | |
| 25.10.2021 | SoftBank Group Capital Ltd | Aktivist (13D) | 23,50 % | 31.714.972 | +23,50 pp | |
| 25.10.2021 | SoftBank Group Corp. | Aktivist (13D) | 23,50 % | 31.714.972 | +8,70 pp | |
| 25.10.2021 | SB Energy Global Holdings One Ltd. | Aktivist (13D) | 23,50 % | 31.714.972 | Neu | |
| 23.07.2021 | SB Sonic Holdco (UK) Limited | Aktivist (13D/A) | Ausstieg | 0 | -8,10 pp | |
| 23.07.2021 | SoftBank Group Capital Ltd | Aktivist (13D/A) | Ausstieg | 0 | -6,70 pp | |
| 23.07.2021 | SoftBank Group Corp. | Aktivist (13D/A) | 14,80 % | 117.795.933 | 0,00 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 02.01.2025 | James Comer | – | House | Kauf | $1,001 – $15,000 |
| 02.01.2025 | James Comer | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Stammdaten
SoFi Technologies, Inc. bietet digitale Finanzdienstleistungen an. Es operiert über drei Segmente: Kreditvergabe, Technologieplattform und Finanzdienstleistungen. Die Kreditvergabe und Finanzdienstleistungen und Produkte des Unternehmens ermöglichen es seinen Mitgliedern, Geld zu leihen, zu sparen, auszugeben, zu investieren und zu schützen. Es bietet Studentendarlehen; Privatdarlehen zur Schuldenkonsolidierung und Heimverbesserungsprojekten; und Wohnungsbaudarlehen an. Das Unternehmen bietet auch Cash-Management-, Investitions- und Technologieservices. Darüber hinaus betreibt es Galileo, eine Technologieplattform, die Dienstleistungen für Finanz- und Nichtfinanzinstitute anbietet; und Apex, eine technologiegestützte Plattform, die Investment-Depotbank- und Clearing-Brokerage-Services anbietet, sowie Technisys, eine Cloud-basierte digitale Multi-Produkt-Kernbanking-Plattform. Das Unternehmen wurde 2011 gegründet und hat seinen Hauptsitz in San Francisco, Kalifornien.
Unternehmen & Branche
| Name | SoFi Technologies, Inc. |
|---|---|
| Ticker | SOFI |
| CIK | 0001818874 |
| Boerse | Nasdaq |
| Sektor | Financial Services |
| Industrie | Financial - Credit Services |
| SIC | 6199 · Finance Services |
Wertpapier & Kennzahlen
| CUSIP | 83406F102 |
|---|---|
| ISIN | US83406F1021 |
| Typ | Common Stock |
| Marktkapitalisierung | 20,16 Mrd. USD |
| KGV (P/E) | 40,69 |
| Beta | 2,13 |
| Dividendenrendite | 0,00 % |
Bewertung
| KBV (P/B) | 1,92 vs. 2,99 (2021) ▼ |
|---|---|
| KUV (P/S) | 32,56 vs. 52,85 (2021) ▼ |
| FCF-Rendite | -18,6 % vs. -10,3 % (2021) ▼ |
Qualität & Bilanz
| Bruttomarge | 1,7 % vs. -3,7 % (2021) ▲ |
|---|---|
| Nettomarge | 77,7 % vs. -195,4 % (2021) ▲ |
| ROIC | 4,6 % vs. -11,1 % (2021) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.12.2025, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2021. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2021 | 2022 | 2023 | 2024 | 2025 | Verlauf |
|---|---|---|---|---|---|---|
| Bewertung | ||||||
| KBV (P/B) | 2,99 | 0,83 | 1,85 | 2,59 | 3,17 | |
| KUV (P/S) | 52,85 | 11,42 | 23,04 | 33,53 | 53,71 | |
| FCF-Rendite | -10,3 % | -168,5 % | -74,4 % | -6,6 % | -11,3 % | |
| Buyback-Rendite | 0,0 % | 0,0 % | 0,0 % | – | – | |
| Qualität & Bilanz | ||||||
| Bruttomarge | -3,7 % | 16,9 % | 9,8 % | 8,2 % | 1,7 % | |
| Nettomarge | -195,4 % | -85,0 % | -71,4 % | 99,1 % | 77,7 % | |
| ROIC | -11,1 % | -6,2 % | -5,7 % | 7,6 % | 4,6 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Finanzkennzahlen (SEC XBRL) ⓘ
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-03-31 | 10-Q | 129.504.000 | 166.731.000 | 0,12 | 53.698.258.000 | 10.811.591.000 |
| 2025-12-31 | 10-K | 619.353.000 | 481.320.000 | 0,39 | 50.660.478.000 | 10.489.495.000 |
| 2025-09-30 | 10-Q | 156.791.000 | 139.392.000 | 0,11 | 45.293.450.000 | 8.779.963.000 |
| 2025-06-30 | 10-Q | 151.890.000 | 97.263.000 | 0,08 | 41.112.171.000 | 6.860.580.000 |
| 2025-03-31 | 10-Q | 140.382.000 | 71.116.000 | 0,06 | 37.749.286.000 | 6.678.514.000 |
| 2024-12-31 | 10-K | 503.123.000 | 498.665.000 | 0,39 | 36.250.951.000 | 6.525.134.000 |
| 2024-09-30 | 10-Q | 131.225.000 | 60.745.000 | 0,05 | 34.380.176.000 | 6.121.481.000 |
| 2024-06-30 | 10-Q | 120.782.000 | 17.404.000 | 0,01 | 32.641.979.000 | 5.901.494.000 |
| 2024-03-31 | 10-Q | 115.609.000 | 88.043.000 | 0,02 | 31.305.760.000 | 5.825.605.000 |
| 2023-12-31 | 10-K | 421.454.000 | -300.742.000 | -0,36 | 30.074.858.000 | 5.234.612.000 |
| 2023-09-30 | 10-Q | 104.944.000 | -266.684.000 | -0,29 | 27.977.153.000 | 5.053.388.000 |
| 2023-06-30 | 10-Q | 104.693.000 | -47.549.000 | -0,06 | 25.561.449.000 | 5.257.661.000 |
| 2023-03-31 | 10-Q | 95.482.000 | -34.422.000 | -0,05 | 22.452.961.000 | 5.234.072.000 |
| 2022-12-31 | 10-K | 377.096.000 | -320.407.000 | -0,40 | 19.007.675.000 | 5.208.102.000 |
| 2022-09-30 | 10-Q | 102.004.000 | -74.209.000 | -0,09 | 15.834.903.000 | 5.181.003.000 |
| 2022-06-30 | 10-Q | 98.420.000 | -95.835.000 | -0,12 | 12.670.886.000 | 5.186.180.000 |
| 2022-03-31 | 10-Q | 77.022.000 | -110.357.000 | -0,14 | 12.246.576.000 | 5.210.299.000 |
| 2021-12-31 | 10-K | 247.718.000 | -483.937.000 | -1,00 | 9.176.326.000 | 4.377.329.000 |
| 2021-09-30 | 10-Q | 61.188.000 | -30.047.000 | -0,05 | 8.083.324.000 | 4.248.529.000 |
| 2021-06-30 | 10-Q | 61.452.000 | -165.314.000 | -0,48 | 7.653.000.000 | 4.207.390.000 |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| Q1 2026 | 31.03.2026 | 07.05.2026 | 129,5 Mio. USD | 0,12 |
| Q3 2025 | 30.09.2025 | 06.11.2025 | 156,8 Mio. USD | 0,11 |
| Q2 2025 | 30.06.2025 | 07.08.2025 | 151,9 Mio. USD | 0,08 |
| Q1 2025 | 31.03.2025 | 07.05.2026 | 140,4 Mio. USD | 0,06 |
| Q3 2024 | 30.09.2024 | 06.11.2025 | 131,2 Mio. USD | 0,05 |
| Q2 2024 | 30.06.2024 | 07.08.2025 | 120,8 Mio. USD | 0,01 |
| Q1 2024 | 31.03.2024 | 06.05.2025 | 115,6 Mio. USD | 0,02 |
| Q3 2023 | 30.09.2023 | 07.11.2024 | 104,9 Mio. USD | -0,29 |
| Q2 2023 | 30.06.2023 | 06.08.2024 | 104,7 Mio. USD | -0,06 |
Einreichungs-Historie (10-K / 10-Q)
SEC-Einreichungs-Historie der Quartalsberichte (10-Q) und Jahresberichte
(10-K) der letzten sechs Jahre. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 07.05.2026 | 10-Q | – | – | SEC » |
| 17.02.2026 | 10-K | 31.12.2025 | 48 Tage | SEC » |
| 06.11.2025 | 10-Q | 30.09.2025 | 37 Tage | SEC » |
| 07.08.2025 | 10-Q | 30.06.2025 | 38 Tage | SEC » |
| 06.05.2025 | 10-Q | 31.03.2025 | 36 Tage | SEC » |
| 24.02.2025 | 10-K | 31.12.2024 | 55 Tage | SEC » |
| 07.11.2024 | 10-Q | 30.09.2024 | 38 Tage | SEC » |
| 06.08.2024 | 10-Q | 30.06.2024 | 37 Tage | SEC » |
| 07.05.2024 | 10-Q | 31.03.2024 | 37 Tage | SEC » |
| 27.02.2024 | 10-K | 31.12.2023 | 58 Tage | SEC » |
| 08.11.2023 | 10-Q | 30.09.2023 | 39 Tage | SEC » |
| 08.08.2023 | 10-Q | 30.06.2023 | 39 Tage | SEC » |
| 10.05.2023 | 10-Q | 31.03.2023 | 40 Tage | SEC » |
| 01.03.2023 | 10-K | 31.12.2022 | 60 Tage | SEC » |
| 09.11.2022 | 10-Q | 30.09.2022 | 40 Tage | SEC » |
| 09.08.2022 | 10-Q | 30.06.2022 | 40 Tage | SEC » |
| 10.05.2022 | 10-Q | 31.03.2022 | 40 Tage | SEC » |
| 02.05.2022 | 10-K/A | 31.12.2021 | 122 Tage | SEC » |
| 01.03.2022 | 10-K | 31.12.2021 | 60 Tage | SEC » |
| 15.11.2021 | 10-Q | 30.09.2021 | 46 Tage | SEC » |
| 16.08.2021 | 10-Q | 30.06.2021 | 47 Tage | SEC » |
| 24.05.2021 | 10-Q | 31.03.2021 | 54 Tage | SEC » |
| 22.04.2021 | 10-K/A | 31.12.2020 | 112 Tage | SEC » |
| 17.03.2021 | 10-K | 31.12.2020 | 76 Tage | SEC » |
| 23.11.2020 | 10-Q | 30.09.2020 | 54 Tage | SEC » |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 09.01.2026 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 04.12.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 10.01.2025 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 03.07.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 26.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 08.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 08.02.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 31.01.2024 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | o Section 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 14.12.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors… |
| 03.05.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | incorporated by reference into this Item 2.03. Item 5.02 Election of Directors. On April 27, 2023, John Hele was… |
| 28.09.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 06.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.06.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 of this Report and is incorporated herein by reference. The biographical information about Mr. White is set… |
| 28.05.2021 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 22.04.2021 | Item 4.02 — Bilanzkorrekturen | EXTREM | SEC | Item 4.02 with the Independent Accountants. A copy of a letter from the Independent Accountants is attached hereto as… |
| 16.11.2020 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers;… |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-05-14 | 83.495 | 15,31 | 1.278.308 |
| 2026-05-13 | 13.873 | 15,90 | 220.581 |
| 2026-05-12 | 32.077 | 16,26 | 521.572 |
| 2026-05-11 | 105 | 15,75 | 1.654 |
| 2026-05-08 | 1.397 | 16,00 | 22.352 |
| 2026-05-04 | 43.893 | 16,43 | 721.162 |
| 2026-05-01 | 2.246.403 | 16,10 | 36.167.088 |
| 2026-04-30 | 2.448.140 | 15,53 | 38.019.614 |
| 2026-04-27 | 12.578 | 18,44 | 231.938 |
| 2026-04-22 | 459.123 | 18,83 | 8.645.286 |
| 2026-04-21 | 12.448 | 19,50 | 242.736 |
| 2026-04-20 | 11.078 | 19,43 | 215.246 |
| 2026-04-17 | 220 | 19,03 | 4.187 |
| 2026-04-15 | 174 | 17,91 | 3.116 |
| 2026-04-13 | 2.200 | 16,22 | 35.684 |
| 2026-04-10 | 2.621 | 16,27 | 42.644 |
| 2026-04-06 | 2.350 | 15,85 | 37.248 |
| 2026-04-02 | 2.217 | 15,63 | 34.652 |
| 2026-03-30 | 32.897 | 15,23 | 501.021 |
| 2026-03-27 | 43.092 | 15,87 | 683.870 |
| 2026-03-25 | 32.761 | 16,70 | 547.109 |
| 2026-03-23 | 35 | 16,90 | 592 |
| 2026-03-19 | 65.067 | 17,18 | 1.117.851 |
| 2026-03-18 | 567 | 17,37 | 9.849 |
| 2026-03-17 | 266 | 17,63 | 4.690 |
| 2026-03-12 | 300 | 18,53 | 5.559 |
| 2026-03-10 | 196.719 | 18,79 | 3.696.350 |
| 2026-03-09 | 42.277 | 18,90 | 799.035 |
| 2026-03-02 | 275.716 | 17,76 | 4.896.716 |
| 2026-02-23 | 58.531 | 19,02 | 1.113.260 |
| 2026-02-19 | 1.561 | 19,54 | 30.502 |
| 2026-02-18 | 1.365 | 19,51 | 26.631 |
| 2026-02-09 | 24.123 | 20,86 | 503.206 |
| 2026-02-04 | 125.400 | 21,76 | 2.728.704 |
| 2026-02-02 | 1.910 | 22,81 | 43.567 |
| 2026-01-30 | 6.563 | 24,36 | 159.875 |
| 2026-01-21 | 233.754 | 25,49 | 5.958.389 |
| 2026-01-15 | 32.464 | 26,67 | 865.815 |
| 2026-01-12 | 6 | 27,40 | 164 |
| 2026-01-08 | 54 | 27,00 | 1.458 |
| 2026-01-07 | 556.725 | 26,98 | 15.020.441 |
| 2026-01-06 | 64 | 29,28 | 1.874 |
| 2026-01-05 | 21.100 | 27,46 | 579.406 |
| 2026-01-02 | 6 | 26,18 | 157 |
| 2025-12-31 | 12.100 | 26,56 | 321.376 |
| 2025-12-29 | 108.591 | 27,07 | 2.939.558 |
| 2025-12-26 | 5.486 | 27,48 | 150.755 |
| 2025-12-24 | 1.063 | 27,19 | 28.903 |
| 2025-12-22 | 169.171 | 27,24 | 4.608.218 |
| 2025-12-17 | 300 | 26,58 | 7.974 |
| 2025-12-15 | 984 | 27,28 | 26.844 |