Method
Sequential · gp.financial.deposits
Raw value 13.17% · CORE
· Finance Services
RESEARCH SNAPSHOTSoFi Technologies, Inc.'s latest supported as-filed period reports revenue of $153.6M. Every value below links to its SEC accession and metric lineage.
No material rule-based research observation currently meets GrossPattern's Insight value threshold. Current state, direction, and filing evidence remain available below.
A multidimensional view of the latest comparable filing—not a composite score or recommendation.
Sequential · gp.financial.deposits
Raw value 13.17% · CORE
Yoy · gp.fundamentals.net_income
Raw value 61.00% · CORE
Level · gp.fundamentals.cash
Raw value $3.1B · CORE
Sequential · gp.financial.loans
Raw value -7.65% · CORE
Business direction, financial quality, capital allocation, and governance evidence remain separate—never collapsed into a recommendation score.
Interpretation boundary Direction describes measurable company fundamentals. Governance reports observable evidence only; it does not grade management character or predict stock returns.
The most important deterministic changes, ranked by magnitude, issuer history, persistence, and accounting profile.
Deposits changed +54.2% from the comparable as-filed period. The change ranks at the 50th percentile of 22 prior comparable changes.
Net income changed +61.0% from the comparable as-filed period. The change ranks at the 42th percentile of 38 prior comparable changes.
Each point keeps the date investors could first observe it and its accession.
SOFI · as filed with the SEC · reported-date aware
Direct SEC links, filing dates, report periods, and amendment flags.
0002032458-26-000024SEC ↗4Aug 19, 2026Period Aug 17, 20260002034857-26-000012SEC ↗4Aug 19, 2026Period Aug 17, 20260002012135-26-000021SEC ↗10-QAug 6, 2026Period Jun 30, 20260001818874-26-000054SEC ↗8-KJul 29, 2026Period Jul 29, 20260001818874-26-000050SEC ↗4Jul 27, 2026Period Jul 14, 20260001196460-26-000004SEC ↗4Jul 27, 2026Period Jul 14, 20260001866161-26-000004SEC ↗Transaction semantics distinguish purchases, sales, awards, exercises, withholding, and derivatives.
| Filed / transacted | Reporting owner | Semantics | Shares | Price | Notional | Source |
|---|---|---|---|---|---|---|
| Aug 20, 2026Filed Aug 24, 2026 | Keough KelliEVP, GBUL, SIPS | Open Market SaleDirect | 11,286 | $18 | $203,184 | Form 4 ↗ |
| Aug 18, 2026Filed Aug 19, 2026 | Schuppenhauer EricEVP GBUL Borrow | Tax WithholdingDirect | 23,720 | $18 | $427,007 | Form 4 ↗ |
| Aug 18, 2026Filed Aug 19, 2026 | Pinto ArunChief Risk Officer | Tax WithholdingDirect | 25,118 | $18 | $452,174 | Form 4 ↗ |
| Aug 17, 2026Filed Aug 19, 2026 | Schuppenhauer EricEVP GBUL Borrow | Option ExerciseDirect | 55,731 | — | — | Form 4 ↗ |
| Aug 17, 2026 |
GrossPattern stores immutable raw artifacts, accession-scoped facts, parser and metric versions, dependency edges, quality state, and channel-specific publication rights. A restricted or unknown ancestor blocks the page and API automatically.
SEC source policy ↗Cash & equivalents changed +47.3% from the comparable as-filed period. The change ranks at the 37th percentile of 68 prior comparable changes.
Loans changed -9.8% from the comparable as-filed period. The change ranks at the 30th percentile of 10 prior comparable changes. This reverses 6 consecutive comparable moves in the opposite direction.
Method note “Materiality” here is an analytical magnitude band, not a legal conclusion. Full filing-text semantic changes remain unpublished while excerpt rights and review thresholds are unresolved.
Latest supported period in this snapshot: 2026-06-30. Duration facts use direct quarterly or annual SEC contexts; GrossPattern does not manufacture missing Q4 values.
0001892579-26-000006| Schuppenhauer EricEVP GBUL Borrow |
| Option ExerciseDirect |
| 55,731 |
| $0 |
| $0 |
| Form 4 ↗ |
| Aug 17, 2026Filed Aug 19, 2026 | Pinto ArunChief Risk Officer | Option ExerciseDirect | 45,389 | — | — | Form 4 ↗ |
| Aug 17, 2026Filed Aug 19, 2026 | Pinto ArunChief Risk Officer | Option ExerciseDirect | 45,389 | $0 | $0 | Form 4 ↗ |
| Jul 17, 2026Filed Jul 27, 2026 | Meltzer GaryDirector | Grant Or AwardDirect | 13,993 | — | — | Form 4 ↗ |
| Jul 14, 2026Filed Jul 27, 2026 | HUTTON GEORGE THOMPSONDirector | Grant Or AwardDirect | 13,993 | — | — | Form 4 ↗ |
| Jul 14, 2026Filed Jul 27, 2026 | Ruzwana BashirDirector | Grant Or AwardDirect | 13,993 | — | — | Form 4 ↗ |
| Jul 14, 2026Filed Jul 27, 2026 | Borden William A.Director | Grant Or AwardDirect | 13,993 | — | — | Form 4 ↗ |
| Jul 14, 2026Filed Jul 27, 2026 | Hele John C.R.Director | Grant Or AwardDirect | 13,993 | — | — | Form 4 ↗ |
| Jul 14, 2026Filed Jul 27, 2026 | Meltzer GaryDirector | Grant Or AwardDirect | 13,993 | — | — | Form 4 ↗ |