SOFI SoFi Technologies, Inc. - Common Stock
$18,66
Precio · Ago 21, 2026
Fundamentales a fecha de Ago 6, 2026
Rango 52S
$15–$33
21% of range
Calificación del Analista
HOLD
30 analysts
Precio Objetivo
$20
+7% upside
P/E (TTM)
48.3
ROE
5.5%
Margen de Beneficio Neto
77.7%
SOFI Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
Precio
$18.66
Capitalización Bursátil
$23.91B
P/E (TTM)
48.3
BPA (TTM)
$0.39
Ingresos (TTM)
$619M
Rendimiento div.
—
ROE
5.5%
Deuda/Capital
—
Rango 52S
$15 – $33
SOFI Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Configure
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Ingresos y Beneficio Neto
$619M
2019-12-31
→
2025-12-31
BPA
$0.39
2019-12-31
→
2025-12-31
Flujo de caja libre
$-3.98B
2022-12-31
→
2025-12-31
Márgenes
77.7%
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Métrica
Tendencia a 5 años
SOFI
Mediana de Pares
P/E (TTM)
48.3
15.7
P/S (TTM) (P/V (TTM))
38.6
2.5
P/B (P/C)
2.3
3.0
Price / FCF (Precio / FCF)
-6.0
—
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Métrica
Tendencia a 5 años
SOFI
Mediana de Pares
Net Profit Margin (Margen de Beneficio Neto)
77.7%
14.1%
ROA
1.1%
3.4%
ROE
5.5%
19.5%
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Métrica
Tendencia a 5 años
SOFI
Mediana de Pares
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Métrica
Tendencia a 5 años
SOFI
Mediana de Pares
Revenue YoY (Ingresos interanuales)
23.1%
—
Revenue CAGR 3Y (Ingresos CAGR 3A)
18.0%
—
Revenue CAGR 5Y (Ingresos CAGR 5A)
43.1%
—
EPS YoY (EPS interanual)
0.00%
—
Net Income YoY (Beneficio Neto interanual)
-3.5%
—
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Métrica
Tendencia a 5 años
SOFI
Mediana de Pares
SOFI Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
MANTENER
30 analistas
- Compra fuerte 6 20,0%
- Compra 7 23,3%
- Mantener 13 43,3%
- Venta 3 10,0%
- Venta fuerte 1 3,3%
Precio objetivo a 12 meses
20 analistas · 2026-08-21
Mediana
$18.00
Media
$19.98
Ahora
$18.66
Mín
$12.00
Máx
$30.00
Objetivo mediano
$18.00
-3,5%
Objetivo medio
$19.98
+7,0%
Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
Sorpresa Media
0.01%
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $0.12 | $0.11 | 0.01% |
| 31 de marzo de 2026 | $0.12 | $0.12 | -0.00% |
| 31 de diciembre de 2025 | $0.13 | $0.12 | 0.01% |
| 30 de septiembre de 2025 | $0.11 | $0.08 | 0.03% |
| 30 de junio de 2025 | $0.08 | $0.06 | 0.02% |
| 31 de marzo de 2025 | $0.06 | $0.04 | 0.02% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| SOFI | $33.26B | 67.1 | 23.1% | 77.7% | 5.5% | — |
| AXP | $253.79B | 24.1 | 6.4% | 26.2% | 32.9% | — |
| COF | $151.50B | 60.1 | 36.6% | 4.6% | 2.2% | — |
| SYF | $28.95B | 9.0 | -2.8% | 18.7% | 21.1% | — |
| ALLY | $13.97B | 19.1 | -3.3% | 10.8% | 5.7% | — |
| FCFS | $7.01B | 21.5 | 8.0% | 9.0% | 15.3% | 50.3% |
| FIGR | $0 | 92.8 | 48.7% | 26.4% | 16.9% | — |
| OMF | $7.92B | 10.3 | 8.9% | 16.0% | 23.3% | — |
| CACC | $4.74B | 12.2 | 7.2% | 18.3% | 27.5% | — |
| ENVA | $3.89B | 13.6 | 18.6% | 9.8% | 24.3% | 58.1% |
| SLM | $5.39B | 7.8 | 7.3% | 37.5% | 30.9% | — |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 14
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $619M | $503M | $421M | $377M | $248M | $103M | $5M | |
| Cost of Revenue | $609M | $462M | $380M | $313M | $257M | $179M | $116M | |
| R&D Expense | $648M | $552M | $511M | $405M | $276M | $201M | $147M | |
| SG&A Expense | $704M | $600M | $511M | $502M | $499M | $237M | $152M | |
| Interest Expense | · | · | $789M | $189M | $103M | $186M | $278M | |
| Interest Income | $3.38B | $2.81B | $2.05B | $773M | $355M | $364M | $608M | |
| Pretax Income | $526M | $233M | $-301M | $-319M | $-481M | $-329M | $-240M | |
| Income Tax | $45M | $-265M | $-416.0K | $2M | $3M | $-104M | $98.0K | |
| Net Income | $481M | $499M | $-301M | $-320M | $-484M | $-224M | $-240M | |
| EPS (Basic) | $0.42 | $0.46 | $-0.36 | $-0.40 | $-1.00 | $-4.30 | $-4.02 | |
| EPS (Diluted) | $0.39 | $0.39 | $-0.36 | $-0.40 | $-1.00 | $-4.30 | $-4.02 | |
| Shares (Basic) | 1,150,140,000 | 1,050,219,000 | 945,024,000 | 900,886,000 | 526,730,261 | 73,851,108 | 65,619,361 | |
| Shares (Diluted) | 1,251,767,000 | 1,101,390,000 | 945,024,000 | 900,886,000 | 526,730,261 | 73,851,108 | 65,619,361 | |
| EBITDA | $234M | $203M | $201M | $151M | · | · | · |
Balance general 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $4.93B | $2.54B | $3.09B | $1.42B | $495M | $873M | $499M | |
| Prepaid Expense | · | · | · | · | · | $801.1K | · | |
| Current Assets | · | · | · | · | · | $1M | · | |
| Goodwill | $1.39B | $1.39B | $1.39B | $1.62B | $899M | $899M | $16M | |
| Intangibles | $232M | $298M | $364M | $442M | $285M | $355M | · | |
| Total Assets | $50.66B | $36.25B | $30.07B | $19.01B | $9.18B | $8.56B | · | |
| Accrued Liabilities | · | · | · | · | · | $178.4K | · | |
| Current Liabilities | · | · | · | · | · | $183.4K | · | |
| Total Liabilities | $40.17B | $29.73B | $24.52B | $13.48B | $4.48B | $5.51B | · | |
| Long-term Debt | · | · | · | $5.49B | $3.95B | $4.80B | · | |
| Common Stock | $126.0K | $109.0K | $97.0K | $93.0K | $83.0K | $0 | · | |
| Paid-in Capital | $11.30B | $7.84B | $7.04B | $6.72B | $5.56B | $579M | · | |
| Retained Earnings | $-824M | $-1.31B | $-1.80B | $-1.50B | $-1.18B | $-699M | · | |
| AOCI | $11M | $-8M | $-1M | $-8M | $-1M | $-166.0K | · | |
| Stockholders' Equity | $10.49B | $6.53B | $5.23B | $5.21B | $4.38B | $-120M | $-339M | |
| Liabilities + Equity | $50.66B | $36.25B | $30.07B | $19.01B | $9.18B | $8.56B | · | |
| Shares Outstanding | 1,270,568,878 | 1,095,357,781 | 975,861,793 | 933,896,120 | 828,154,462 | 115,084,358 | 69,040,750 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $234M | $203M | $201M | $151M | $102M | $70M | $16M | |
| Stock-based Comp | $262M | $246M | $271M | $306M | $239M | $100M | $61M | |
| Deferred Tax | $16M | $-287M | $-16M | $-3M | $1M | $-105M | $52.0K | |
| Amort. of Intangibles | $75M | $75M | $105M | $93M | $71M | $50M | $3M | |
| Restructuring | $948.0K | $2M | $13M | · | · | · | · | |
| Other Non-cash | $-4.74B | $-1.78B | $-7.38B | $-7.39B | · | · | · | |
| Operating Cash Flow | $-3.74B | $-1.12B | $-7.23B | $-7.26B | $-1.35B | $-479M | $-55M | |
| CapEx | $242M | $154M | $111M | $93M | $52M | $25M | $38M | |
| Investing Cash Flow | $-6.72B | $-4.82B | $-1.89B | $-106M | $110M | $259M | $115M | |
| Debt Issued | · | · | · | · | $9.52B | $10.23B | $12.46B | |
| Stock Issued | $3.19B | $0 | $0 | $0 | $0 | $370M | $0 | |
| Stock Repurchased | · | · | $0 | $0 | $526.0K | $40.0K | $9M | |
| Net Stock Activity | $3.19B | · | $0 | $0 | · | · | · | |
| Financing Cash Flow | $13.11B | $5.03B | $10.89B | $8.44B | $685M | $854M | $93M | |
| Net Change in Cash | $2.65B | $-906M | $1.77B | $1.08B | $-555M | $633M | $153M | |
| Taxes Paid | $29M | $27M | $14M | $3M | $2M | $529.0K | $8.0K | |
| Free Cash Flow | $-3.98B | $-1.27B | $-7.34B | $-7.35B | · | · | · | |
| Levered FCF | · | · | $-8.13B | $-7.54B | · | · | · |
Rentabilidad 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | 77.7% | 99.1% | -71.4% | -85.0% | · | · | · | |
| Pretax Margin | 84.9% | 46.4% | -71.5% | -84.5% | · | · | · | |
| EBITDA Margin | 37.8% | 40.5% | 47.8% | 40.1% | · | · | · | |
| ROA | 1.1% | 1.5% | -1.2% | -2.3% | · | · | · | |
| ROE | 5.5% | 7.9% | -5.9% | -6.2% | · | · | · |
Liquidez y Solvencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 5.8 | · | |
| Quick Ratio | · | · | · | · | · | 1.4 | · |
Eficiencia 1
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | · | · | · |
Tasas de Crecimiento 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 23.1% | 19.4% | 11.8% | 52.2% | 139.7% | · | · | |
| Revenue CAGR 3Y | 18.0% | 26.6% | 59.8% | · | · | · | · | |
| Revenue CAGR 5Y | 43.1% | · | · | · | · | · | · | |
| EPS YoY | 0.00% | · | · | · | · | · | · | |
| Net Income YoY | -3.5% | · | · | · | · | · | · |
Valoración (TTM) 10
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $619M | $503M | $421M | $377M | $248M | $103M | · | |
| Net Income TTM | $481M | $499M | $-301M | $-320M | $-484M | $-224M | · | |
| Market Cap | $33.26B | $16.87B | $9.71B | $4.31B | · | · | · | |
| P/E | 67.1 | 39.5 | -27.6 | -11.5 | -15.8 | · | · | |
| P/S | 53.7 | 33.5 | 23.0 | 11.4 | · | · | · | |
| P/B | 3.2 | 2.6 | 1.9 | 0.8 | · | · | · | |
| P / Tangible Book | 3.8 | 3.5 | 2.8 | 1.4 | 4.1 | · | · | |
| P / Cash Flow | -8.9 | -15.1 | -1.3 | -0.6 | · | · | · | |
| P / FCF | -8.3 | -13.2 | -1.3 | -0.6 | · | · | · | |
| Earnings Yield | 1.5% | 2.5% | -3.6% | -8.7% | -6.3% | · | · |
Estado de resultados 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $154M | $130M | $170M | $157M | $152M | $140M | $136M | $131M | $121M | $116M | $116M | $105M | $105M | $95M | $100M | $102M | |
| Cost of Revenue | $200M | $171M | $162M | $161M | $150M | $136M | $128M | $124M | $110M | $100M | $104M | $98M | $94M | $84M | $81M | $83M | |
| R&D Expense | $191M | $188M | $173M | $167M | $152M | $156M | $149M | $140M | $132M | $131M | $142M | $126M | $127M | $117M | $113M | $111M | |
| SG&A Expense | $217M | $198M | $194M | $188M | $165M | $156M | $161M | $149M | $145M | $145M | $132M | $124M | $131M | $124M | $113M | $126M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | $263M | · | $219M | $179M | $136M | · | $40M | |
| Interest Income | $1.14B | $1.00B | $927M | $892M | $792M | $764M | $744M | $723M | $675M | $666M | $645M | $564M | $470M | $372M | $307M | $198M | |
| Pretax Income | $204M | $200M | $185M | $149M | $112M | $80M | $60M | $64M | $15M | $94M | $51M | $-267M | $-49M | $-36M | $-39M | $-74M | |
| Income Tax | $48M | $33M | $12M | $9M | $15M | $9M | $-273M | $3M | $-2M | $6M | $3M | $-244.0K | $-2M | $-2M | $1M | $-242.0K | |
| Net Income | $157M | $167M | $174M | $139M | $97M | $71M | $332M | $61M | $17M | $88M | $48M | $-267M | $-48M | $-34M | $-40M | $-74M | |
| EPS (Basic) | $0.12 | $0.13 | $0.15 | $0.12 | $0.09 | $0.06 | $0.31 | $0.06 | $0.01 | $0.08 | $0.04 | $-0.29 | $-0.06 | $-0.05 | $-0.05 | $-0.09 | |
| EPS (Diluted) | $0.12 | $0.12 | $0.14 | $0.11 | $0.08 | $0.06 | $0.31 | $0.05 | $0.01 | $0.02 | $0.04 | $-0.29 | $-0.06 | $-0.05 | $-0.05 | $-0.09 | |
| Shares (Basic) | 1,284,303,000 | 1,276,328,000 | -2,226,065,000 | 1,171,205,000 | 1,107,006,000 | 1,097,994,000 | -2,062,150,000 | 1,071,160,000 | 1,058,592,000 | 982,617,000 | -1,871,999,250 | 951,183,107 | 936,569,420 | 929,270,723 | -1,778,777,319 | 916,762,973 | |
| Shares (Diluted) | 1,351,990,000 | 1,378,011,000 | -2,407,587,000 | 1,291,011,000 | 1,182,877,000 | 1,185,466,000 | -2,110,708,000 | 1,104,450,000 | 1,065,171,000 | 1,042,477,000 | -1,871,999,250 | 951,183,107 | 936,569,420 | 929,270,723 | -1,778,777,319 | 916,762,973 | |
| EBITDA | · | $68M | · | · | · | $55M | · | · | · | $49M | · | · | · | $45M | · | · |
Balance general 13
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.13B | $3.40B | $4.93B | $3.25B | $2.12B | $2.09B | $2.54B | $2.35B | $2.33B | $3.69B | $3.09B | $2.81B | $3.02B | $2.49B | $1.42B | $935M | |
| Goodwill | $1.43B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.39B | $1.64B | $1.62B | $1.62B | $1.62B | |
| Intangibles | $227M | $215M | $232M | $248M | $264M | $280M | $298M | $315M | $331M | $347M | · | $387M | $412M | $420M | · | $457M | |
| Total Assets | $60.95B | $53.70B | $50.66B | $45.29B | $41.11B | $37.75B | $36.25B | $34.38B | $32.64B | $31.31B | · | $27.98B | $25.56B | $22.45B | · | $15.83B | |
| Total Liabilities | $49.87B | $42.89B | $40.17B | $36.51B | $34.25B | $31.07B | $29.73B | $28.26B | $26.74B | $25.16B | · | $22.60B | $19.98B | $16.90B | · | $10.33B | |
| Long-term Debt | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $4.57B | |
| Common Stock | $128.0K | $127.0K | $126.0K | $120.0K | $111.0K | $110.0K | $109.0K | $108.0K | $106.0K | $105.0K | · | $95.0K | $94.0K | $94.0K | · | $92.0K | |
| Paid-in Capital | $11.59B | $11.47B | $11.30B | $9.77B | $7.99B | $7.91B | $7.84B | $7.75B | $7.60B | $7.54B | · | $6.90B | $6.85B | $6.78B | · | $6.65B | |
| Retained Earnings | $-501M | $-658M | $-824M | $-998M | $-1.14B | $-1.23B | $-1.31B | $-1.64B | $-1.70B | $-1.72B | · | $-1.85B | $-1.59B | $-1.54B | · | $-1.46B | |
| AOCI | $-12M | $-3M | $11M | $10M | $4M | $3M | $-8M | $8M | $-1M | $-2M | · | $600.0K | $-5M | $-6M | · | $-10M | |
| Stockholders' Equity | $11.08B | $10.81B | $10.49B | $8.78B | $6.86B | $6.68B | $6.53B | $6.12B | $5.90B | $5.83B | $5.23B | $5.05B | $5.26B | $5.23B | $5.21B | $5.18B | |
| Liabilities + Equity | $60.95B | $53.70B | $50.66B | $45.29B | $41.11B | $37.75B | $36.25B | $34.38B | $32.64B | $31.31B | · | $27.98B | $25.56B | $22.45B | · | $15.83B | |
| Shares Outstanding | 1,290,312,404 | 1,281,409,498 | 1,270,568,878 | 1,204,569,655 | 1,113,442,968 | 1,104,104,203 | 1,095,357,781 | 1,084,136,516 | 1,065,112,270 | 1,056,491,365 | 975,861,793 | 957,860,430 | 948,912,761 | 940,338,835 | 933,896,120 | 927,345,977 |
Flujo de Efectivo 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $73M | $68M | $63M | $59M | $57M | $55M | $54M | $52M | $50M | $49M | $53M | $53M | $50M | $45M | $42M | $40M | |
| Stock-based Comp | $77M | $72M | $69M | $66M | $63M | $64M | $66M | $64M | $61M | $55M | $69M | $62M | $76M | $64M | $71M | $78M | |
| Deferred Tax | $34M | $29M | $-10M | $7M | $10M | $9M | $-284M | $176.0K | $-2M | $-967.0K | $-9M | $-887.0K | $-6M | $68.0K | $922.0K | $-2M | |
| Restructuring | · | · | · | · | · | · | · | · | · | · | $8M | $0 | $0 | $5M | · | · | |
| Other Non-cash | · | $-2.65B | · | · | · | $-177M | · | · | · | $548M | · | · | · | $-2.29B | · | · | |
| Operating Cash Flow | $-3.89B | $-2.31B | $-991M | $-1.31B | $-1.47B | $22M | $-200M | $-1.17B | $-484M | $738M | $-248M | $-2.69B | $-2.08B | $-2.21B | $-2.42B | $-2.88B | |
| CapEx | $97M | $68M | $66M | $60M | $63M | $53M | $42M | $43M | $37M | $32M | $34M | $28M | $25M | $24M | $23M | $20M | |
| Investing Cash Flow | $-2.83B | $-2.39B | $-2.10B | $-1.46B | $-1.72B | $-1.44B | $-1.28B | $-84M | $-2.19B | $-1.26B | $-1.41B | $-169M | $-268M | $-40M | $-51M | $-50M | |
| Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $3.15B | |
| Stock Issued | $0 | $87M | $1.49B | $1.69B | $12M | $0 | $0 | $0 | · | · | · | · | · | · | · | · | |
| Stock Repurchased | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | |
| Net Stock Activity | · | $87M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $6.53B | $3.11B | $4.70B | $3.80B | $3.19B | $1.43B | $1.22B | $1.50B | $1.26B | $1.06B | $1.98B | $2.65B | $2.87B | $3.38B | $3.05B | $3.19B | |
| Net Change in Cash | $-196M | $-1.60B | $1.61B | $1.03B | $-2M | $7M | $-260M | $238M | $-1.42B | $532M | $319M | $-204M | $524M | $1.13B | $585M | $262M | |
| Free Cash Flow | · | $-2.38B | · | · | · | $-31M | · | · | · | $706M | · | · | · | $-2.24B | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $460M | · | · | · | $-2.37B | · | · |
Rentabilidad 5
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 102.0% | 128.8% | · | 88.9% | 64.0% | 50.7% | · | 46.3% | 14.4% | 76.2% | · | -254.1% | -45.4% | -36.0% | · | -72.8% | |
| Pretax Margin | 133.0% | 154.1% | · | 94.7% | 73.9% | 56.8% | · | 48.7% | 12.7% | 81.5% | · | -254.3% | -47.1% | -37.8% | · | -73.0% | |
| EBITDA Margin | · | 52.2% | · | · | · | 39.4% | · | · | · | 42.0% | · | · | · | 47.5% | · | · | |
| ROA | 0.31% | 0.36% | · | 0.35% | 0.26% | 0.21% | · | 0.19% | 0.06% | 0.33% | · | -1.2% | -0.25% | -0.20% | · | -0.62% | |
| ROE | 1.8% | 1.9% | · | 1.9% | 1.5% | 1.1% | · | 1.1% | 0.31% | 1.6% | · | -5.2% | -0.91% | -0.66% | · | -1.6% |
Eficiencia 1
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Valoración (TTM) 10
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $592M | $579M | · | $580M | $544M | $508M | · | $473M | $446M | $421M | · | $407M | $401M | $373M | · | $339M | |
| Net Income TTM | $560M | $475M | · | $369M | $247M | $237M | · | $-100M | $-209M | $-261M | · | $-423M | $-252M | $-315M | · | $-310M | |
| Market Cap | $23.14B | $20.35B | · | $31.82B | $20.28B | $12.84B | · | $8.52B | $7.04B | $7.71B | · | $7.65B | $7.91B | $5.71B | · | $4.53B | |
| P/E | 41.7 | 42.9 | · | 88.1 | 91.0 | 83.1 | · | -37.4 | -20.7 | -19.2 | · | -16.3 | -26.1 | -15.2 | · | -12.2 | |
| P/S | 39.1 | 35.2 | · | 54.8 | 37.3 | 25.3 | · | 18.0 | 15.8 | 18.3 | · | 18.8 | 19.8 | 15.3 | · | 13.4 | |
| P/B | 2.1 | 1.9 | · | 3.6 | 3.0 | 1.9 | · | 1.4 | 1.2 | 1.3 | · | 1.5 | 1.5 | 1.1 | · | 0.9 | |
| P / Tangible Book | 2.5 | 2.2 | · | 4.5 | 3.9 | 2.6 | · | 1.9 | 1.7 | 1.9 | · | 2.3 | 2.5 | 1.8 | · | 1.5 | |
| P / Cash Flow | · | -8.8 | · | · | · | 597.2 | · | · | · | 10.4 | · | · | · | -2.6 | · | · | |
| P / FCF | · | -8.5 | · | · | · | -412.9 | · | · | · | 10.9 | · | · | · | -2.6 | · | · | |
| Earnings Yield | 2.4% | 2.3% | · | 1.1% | 1.1% | 1.2% | · | -2.7% | -4.8% | -5.2% | · | -6.1% | -3.8% | -6.6% | · | -8.2% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $619M | $503M | $421M | $377M | $248M |
| Beneficio neto | $481M | $499M | $-301M | $-320M | $-484M |
| EPS Diluido | $0.39 | $0.39 | $-0.36 | $-0.40 | $-1.00 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $-3.98B | $-1.27B | $-7.34B | $-7.35B | — |
Últimas noticias Noticias recientes que mencionan a esta empresa
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- Prediction: This Will Be SoFi's Stock Price in 2030
- La acción de SoFi está siendo aplastada absolutamente este año. ¿Es finalmente hora de comprar?
- Su saldo de préstamo estudiantil de $55,000 desapareció de la noche a la mañana — 10 meses después, SoFi la demandó
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Propietarios institucionales (13F) 1 073 declarantes · $11.0B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
Actividad institucional — Q2 2026 vs trimestre anterior
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 140 (-16 vs trimestre anterior) | 115 (-59 vs trimestre anterior) | 414 (+8 vs trimestre anterior) | 275 (-46 vs trimestre anterior) | -59.4M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | $1 038 664 316 | 57 928 852 | 9,43% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $909 770 567 | 50 740 132 | 8,26% | Acciones |
| JANE STREET GROUP, LLC | $636 843 119 | 35 518 300 | 5,78% | Opción de compra |
| STATE STREET CORP | $515 732 424 | 28 763 660 | 4,68% | Acciones |
| CITADEL ADVISORS LLC | $375 144 011 | 20 922 700 | 3,40% | Opción de compra |
| JANE STREET GROUP, LLC | $358 062 100 | 19 970 000 | 3,25% | Opción de venta |
| GEODE CAPITAL MANAGEMENT, LLC | $355 356 506 | 19 886 909 | 3,22% | Acciones |
| GOLDMAN SACHS GROUP INC | $352 879 667 | 19 680 963 | 3,20% | Acciones |
| UBS Group AG | $321 831 487 | 17 949 330 | 2,92% | Opción de compra |
| GOLDMAN SACHS GROUP INC | $303 422 218 | 16 922 600 | 2,75% | Opción de venta |
| TWO SIGMA ADVISERS, LP | $269 931 508 | 10 310 600 | 2,45% | Acciones |
| CITADEL ADVISORS LLC | $261 760 070 | 14 599 000 | 2,38% | Opción de venta |
| NORGES BANK | $244 394 184 | 13 630 462 | 2,22% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $188 147 935 | 10 493 471 | 1,71% | Acciones |
| MARSHALL WACE, LLP | $154 045 417 | 8 591 490 | 1,40% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $150 584 711 | 8 398 479 | 1,37% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $145 955 238 | 8 140 281 | 1,32% | Acciones |
| BANK OF AMERICA CORP /DE/ | $145 761 003 | 8 129 448 | 1,32% | Acciones |
| D. E. Shaw & Co., Inc. | $126 013 833 | 7 028 100 | 1,14% | Opción de compra |
| D. E. Shaw & Co., Inc. | $102 434 198 | 5 713 006 | 0,93% | Acciones |
| Sumitomo Mitsui Trust Group, Inc. | $101 921 686 | 5 684 422 | 0,92% | Acciones |
| Mitsubishi UFJ Asset Management Co., Ltd. | $93 936 812 | 5 239 086 | 0,85% | Acciones |
| Toroso Investments, LLC | $88 671 189 | 3 386 982 | 0,80% | Acciones |
| Harvest Portfolios Group Inc. | $86 177 981 | 4 806 357 | 0,78% | Acciones |
| BANK OF MONTREAL /CAN/ | $78 074 392 | 4 354 400 | 0,71% | Opción de venta |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $76 253 977 | 4 252 871 | 0,69% | Acciones |
| Accel Growth Fund V Associates L.L.C. | $73 592 950 | 4 104 459 | 0,67% | Acciones |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $67 633 251 | 3 772 072 | 0,61% | Acciones |
| ARK Investment Management LLC | $67 102 642 | 3 742 479 | 0,61% | Acciones |
| Swiss National Bank | $64 488 831 | 3 596 700 | 0,59% | Acciones |
| Walleye Trading LLC | $62 613 353 | 3 492 100 | 0,57% | Opción de venta |
| Coppell Advisory Solutions LLC | $59 675 646 | 200 | 0,54% | Acciones |
| D. E. Shaw & Co., Inc. | $59 527 600 | 3 320 000 | 0,54% | Opción de venta |
| Walleye Trading LLC | $56 943 887 | 3 175 900 | 0,52% | Opción de compra |
| Amova Asset Management Americas, Inc. | $56 143 324 | 3 132 998 | 0,51% | Acciones |
| LPL Financial LLC | $53 660 653 | 2 992 786 | 0,49% | Acciones |
| DAVENPORT & Co LLC | $50 014 912 | 2 774 855 | 0,45% | Acciones |
| UBS Group AG | $46 644 895 | 2 601 500 | 0,42% | Opción de venta |
| VANGUARD ASSET MANAGEMENT, Ltd | $44 333 736 | 2 472 601 | 0,40% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $42 883 181 | 2 391 700 | 0,39% | Opción de compra |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $41 634 303 | 2 322 047 | 0,38% | Acciones |
| Walleye Trading LLC | $40 098 437 | 2 236 388 | 0,36% | Acciones |
| UBS Group AG | $38 689 013 | 2 157 781 | 0,35% | Acciones |
| Longitude (Cayman) Ltd. | $34 963 500 | 1 950 000 | 0,32% | Opción de compra |
| California Public Employees Retirement System | $33 407 176 | 1 863 200 | 0,30% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $32 467 644 | 1 810 800 | 0,29% | Opción de venta |
| Caption Management, LLC | $30 839 600 | 1 720 000 | 0,28% | Opción de compra |
| STATE OF MICHIGAN RETIREMENT SYSTEM | $29 560 438 | 1 648 658 | 0,27% | Acciones |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $29 090 651 | 1 831 905 | 0,26% | Acciones |
| BlackRock, Inc. | $29 010 238 | 1 617 972 | 0,26% | Acciones |
| BARCLAYS PLC | $28 688 000 | 1 600 000 | 0,26% | Opción de compra |
| TREMBLANT CAPITAL GROUP | $28 309 946 | 1 578 915 | 0,26% | Acciones |
| BNP PARIBAS FINANCIAL MARKETS | $28 034 147 | 1 563 533 | 0,25% | Acciones |
| Bienville Capital Management, LLC | $27 386 390 | 1 527 406 | 0,25% | Acciones |
| Parallax Volatility Advisers, L.P. | $27 361 180 | 1 526 000 | 0,25% | Opción de venta |
| Patient Capital Management, LLC | $26 995 943 | 1 505 629 | 0,24% | Acciones |
| Capula Management Ltd | $26 895 000 | 1 500 000 | 0,24% | Opción de venta |
| Capula Management Ltd | $26 895 000 | 1 500 000 | 0,24% | Acciones |
| Hudson Bay Capital Management LP | $26 895 000 | 1 500 000 | 0,24% | Opción de venta |
| NATIXIS | $26 895 000 | 1 500 000 | 0,24% | Opción de venta |
| CANTOR FITZGERALD, L. P. | $26 680 808 | 1 488 054 | 0,24% | Acciones |
| Cubist Systematic Strategies, LLC | $26 279 974 | 994 700 | 0,24% | Opción de compra |
| Clear Street Group Inc. | $25 976 625 | 1 448 780 | 0,24% | Acciones |
| Qube Research & Technologies Ltd | $25 693 690 | 1 433 000 | 0,23% | Opción de compra |
| BARCLAYS PLC | $24 411 857 | 1 361 509 | 0,22% | Acciones |
| RHUMBLINE ADVISERS | $23 915 388 | 1 333 823 | 0,22% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $23 441 682 | 1 307 400 | 0,21% | Opción de venta |
| MIZUHO MARKETS AMERICAS LLC | $22 433 460 | 1 251 169 | 0,20% | Acciones |
| SIMPLEX TRADING, LLC | $21 190 749 | 1 181 860 | 0,19% | Acciones |
| CAPITAL FUND MANAGEMENT S.A. | $21 171 744 | 1 180 800 | 0,19% | Opción de compra |
| PFA Pension, Forsikringsaktieselskab | $20 767 562 | 1 158 258 | 0,19% | Acciones |
| Sculptor Capital LP | $20 723 494 | 1 155 800 | 0,19% | Opción de venta |
| CITADEL ADVISORS LLC | $20 543 746 | 1 145 775 | 0,19% | Acciones |
| TUDOR INVESTMENT CORP ET AL | $20 537 022 | 1 145 400 | 0,19% | Opción de venta |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $19 381 649 | 1 148 202 | 0,18% | Acciones |
| Diversify Advisory Services, LLC | $19 381 649 | 1 148 202 | 0,18% | Acciones |
| Parallax Volatility Advisers, L.P. | $18 636 442 | 1 039 400 | 0,17% | Opción de compra |
| IMC-Chicago, LLC | $18 238 288 | 1 017 194 | 0,17% | Acciones |
| Trexquant Investment LP | $18 145 052 | 1 011 994 | 0,16% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $18 120 058 | 1 010 600 | 0,16% | Opción de compra |
| JONES FINANCIAL COMPANIES LLLP | $17 790 455 | 994 992 | 0,16% | Acciones |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $17 760 562 | 990 550 | 0,16% | Acciones |
| Point72 Asset Management, L.P. | $17 323 966 | 966 200 | 0,16% | Opción de venta |
| Jefferies Financial Group Inc. | $17 288 160 | 964 203 | 0,16% | Acciones |
| Cetera Investment Advisers | $17 170 736 | 957 655 | 0,16% | Acciones |
| SBI Securities Co., Ltd. | $16 551 685 | 923 128 | 0,15% | Acciones |
| Point72 Asset Management, L.P. | $16 535 046 | 922 200 | 0,15% | Opción de compra |
| WELLS FARGO & COMPANY/MN | $16 264 787 | 907 127 | 0,15% | Acciones |
| CANTOR FITZGERALD, L. P. | $16 137 000 | 900 000 | 0,15% | Opción de venta |
| Baltimore-Washington Financial Advisors, Inc. | $16 091 440 | 897 459 | 0,15% | Acciones |
| SIERRA SUMMIT ADVISORS LLC | $16 051 905 | 895 254 | 0,15% | Acciones |
| AVIVA PLC | $15 847 968 | 883 880 | 0,14% | Acciones |
| Legal & General Group Plc | $15 787 349 | 880 499 | 0,14% | Acciones |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $15 740 729 | 877 899 | 0,14% | Acciones |
| OSAIC HOLDINGS, INC. | $15 706 344 | 876 005 | 0,14% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15 692 336 | 875 200 | 0,14% | Opción de venta |
| DNB Asset Management AS | $15 563 742 | 868 028 | 0,14% | Acciones |
| Korea Investment CORP | $14 773 190 | 823 937 | 0,13% | Acciones |
| Tredje AP-fonden | $14 742 082 | 822 202 | 0,13% | Acciones |
| Longitude (Cayman) Ltd. | $14 478 475 | 807 500 | 0,13% | Acciones |
Informantes de la empresa 31 insiders · 16 directivos · 14 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Anthony Noto | Chief Executive Officer | 15 de junio de 2026 M | 12 119 042 | 1 | 0 | $250 817 |
| Derek J White | CEO of Galileo | 15 de marzo de 2022 M | 218 028 | 0 | 0 | $0 |
| Christopher Lapointe | CFO and PAO | 15 de junio de 2026 M | 1 825 479 | 0 | 0 | $0 |
| Eric Schuppenhauer | EVP GBUL Borrow | 17 de agosto de 2026 M | 330 600 | 0 | 0 | $0 |
| Arun Pinto | Chief Risk Officer | 17 de agosto de 2026 M | 219 287 | 0 | 0 | $0 |
| Kelli Keough | EVP, GBUL, SIPS | 20 de julio de 2026 S | 367 728 | 0 | 2 | $-378 351 |
| Robert S Lavet | General Counsel | 17 de junio de 2026 M | 88 200 | 1 | 1 | $84 351 |
| Jeremy Rishel | Chief Technology Officer | 15 de junio de 2026 M | 895 089 | 0 | 1 | $-1 815 747 |
| Michelle Gill | EVP & Group Business Leader | 1 de mayo de 2022 M | 1 771 105 | 0 | 0 | $0 |
| Webb Lauren Stafford | Chief Marketing Officer | 24 de marzo de 2022 A | 223 309 | 0 | 0 | $0 |
| Assaf Ronen | Chief Product Officer | 24 de marzo de 2022 A | 578 381 | 0 | 0 | $0 |
| Jennifer Nuckles | EVP & Group Business Leader | 24 de marzo de 2022 A | 298 124 | 0 | 0 | $0 |
| Micah Heavener | Head of Operations | 24 de marzo de 2022 A | 147 255 | 0 | 0 | $0 |
| Aaron Webster | Chief Risk Officer | 24 de marzo de 2022 A | 404 053 | 0 | 0 | $0 |
| Maria Renz | EVP & Group Business Leader | 24 de marzo de 2022 A | 672 228 | 0 | 0 | $0 |
| Thomas Clayton Wilkes | Vice Chairman - Galileo | 18 de noviembre de 2021 S | 42 645 574 | 0 | 0 | $0 |
| Gary Meltzer | Consejero | 17 de julio de 2026 A | 71 281 | 0 | 0 | $0 |
| Steven J Freiberg | Consejero | 17 de julio de 2026 A | 593 998 | 0 | 1 | $-1 913 710 |
| Dana R. Green | Consejero | 14 de julio de 2026 A | — | 0 | 0 | $0 |
| William A. Borden | Consejero | 14 de julio de 2026 A | — | 0 | 0 | $0 |
| Bashir Ruzwana | Consejero | 14 de julio de 2026 A | 79 359 | 0 | 0 | $0 |
| Clara Liang | Consejero | 14 de julio de 2026 A | 115 645 | 0 | 0 | $0 |
| John C.R. Hele | Consejero | 14 de julio de 2026 A | — | 0 | 0 | $0 |
| Magdalena Yesil | Consejero | 14 de julio de 2026 A | 433 104 | 0 | 0 | $0 |
| Tom Hutton | Consejero | 14 de julio de 2026 A | 18 388 | 0 | 0 | $0 |
| Harvey M Schwartz | Consejero | 13 de mayo de 2022 P | 229 852 | 0 | 0 | $0 |
| Richard Costolo | Consejero | 1 de septiembre de 2021 A | — | 0 | 0 | $0 |
| Ahmed Ali Al-Hammadi | Consejero | 16 de marzo de 2021 P | 10 000 | 0 | 0 | $0 |
| Steven Trieu | — | 28 de mayo de 2021 A | 240 000 | 0 | 0 | $0 |
| Chamath Palihapitiya | — | 28 de mayo de 2021 M | 19 925 000 | 0 | 0 | $0 |
| Ian Osborne | — | 28 de mayo de 2021 M | 19 925 000 | 0 | 0 | $0 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 3 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Delaware Project 10 L.L.C., SoftBank Group Corp. ×5 presentaciones | 17 de agosto de 2022 | — | Presentación inicial | — | SEC |
| Red Crow Capital, LLC, Clay Wilkes ×3 presentaciones | 24 de noviembre de 2021 | — | Presentación inicial | — | SEC |
| SB Sonic Holdco (UK) Limited, SoftBank Group Capital Ltd, Delaware Project 10 L.L.C., SoftBank Group Corp. ×2 presentaciones | 23 de julio de 2021 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 107 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| FINX · Global X Funds | 4,12% | 442 332 NS | 31 de mayo de 2026 | N-PORT |
| ARKF · ARK ETF Trust | 2,51% | 1 291 857 NS | 30 de abril de 2026 | N-PORT |
| LQAI · Exchange Listed Funds Trust | 2,04% | 2 678 NS | 30 de abril de 2026 | N-PORT |
| MILN · Global X Funds | 1,38% | 73 644 NS | 31 de mayo de 2026 | N-PORT |
| TMFX · RBB Fund, Inc. | 1,16% | 20 464 NS | 31 de mayo de 2026 | N-PORT |
| SATO · Invesco Exchange-Traded Fund Trust … | 0,82% | 3 195 SH | 19 de agosto de 2026 | Diario |
| VBK · VANGUARD INDEX FUNDS | 0,63% | 16 999 285 SH | 19 de agosto de 2026 | Diario |
| AOTG · EA Series Trust | 0,62% | 35 767 NS | 29 de mayo de 2026 | N-PORT |
| ARKK · ARK ETF Trust | 0,54% | 2 176 477 NS | 30 de abril de 2026 | N-PORT |
| SMIZ · Zacks Trust | 0,51% | 72 202 NS | 31 de mayo de 2026 | N-PORT |
| ESLG · Strategy Shares | 0,45% | 5 480 NS | 30 de abril de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,43% | 41 143 NS | 30 de abril de 2026 | N-PORT |
| FDMO · FIDELITY COVINGTON TRUST | 0,34% | 180 315 NS | 30 de abril de 2026 | N-PORT |
| IYF · iShares Trust | 0,33% | 820 342 SH | 19 de agosto de 2026 | Diario |
| IYG · iShares Trust | 0,31% | 387 445 SH | 19 de agosto de 2026 | Diario |
| SMMD · iShares Trust | 0,30% | 639 302 SH | 19 de agosto de 2026 | Diario |
| IMCG · iShares Trust | 0,30% | 693 822 SH | 19 de agosto de 2026 | Diario |
| VB · VANGUARD INDEX FUNDS | 0,27% | 29 421 980 SH | 19 de agosto de 2026 | Diario |
| VFH · VANGUARD WORLD FUND | 0,27% | 2 077 847 SH | 19 de agosto de 2026 | Diario |
| VXF · VANGUARD INDEX FUNDS | 0,26% | 14 718 744 SH | 19 de agosto de 2026 | Diario |
| FNCL · FIDELITY COVINGTON TRUST | 0,24% | 331 481 NS | 30 de abril de 2026 | N-PORT |
| GINN · Goldman Sachs ETF Trust | 0,23% | 27 052 NS | 31 de mayo de 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0,23% | 50 672 NS | 31 de mayo de 2026 | N-PORT |
| XT · iShares Trust | 0,23% | 508 202 SH | 19 de agosto de 2026 | Diario |
| GSEW · Goldman Sachs ETF Trust | 0,22% | 216 363 NS | 31 de mayo de 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0,21% | 88 550 NS | 31 de mayo de 2026 | N-PORT |
| SIZE · iShares Trust | 0,21% | 52 960 SH | 19 de agosto de 2026 | Diario |
| EUSA · iShares, Inc. | 0,20% | 225 543 SH | 19 de agosto de 2026 | Diario |
| IWS · iShares Trust | 0,19% | 1 673 402 SH | 19 de agosto de 2026 | Diario |
| GARP · iShares Trust | 0,17% | 291 247 SH | 19 de agosto de 2026 | Diario |
| IWR · iShares Trust | 0,16% | 5 140 473 SH | 19 de agosto de 2026 | Diario |
| IMCB · iShares Trust | 0,15% | 145 810 SH | 19 de agosto de 2026 | Diario |
| TECB · iShares Trust | 0,15% | 41 342 SH | 19 de agosto de 2026 | Diario |
| JMOM · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 192 560 NS | 30 de abril de 2026 | N-PORT |
| USXF · iShares Trust | 0,09% | 74 528 SH | 19 de agosto de 2026 | Diario |
| SCHG · SCHWAB STRATEGIC TRUST | 0,08% | 2 703 291 NS | 31 de mayo de 2026 | N-PORT |
| HAPI · Harbor ETF Trust | 0,08% | 22 266 NS | 30 de abril de 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 122 444 SH | 19 de agosto de 2026 | Diario |
| IWP · iShares Trust | 0,07% | 860 470 SH | 19 de agosto de 2026 | Diario |
| DFSU · Dimensional ETF Trust | 0,07% | 89 196 NS | 30 de abril de 2026 | N-PORT |
| ILCG · iShares Trust | 0,07% | 125 945 SH | 19 de agosto de 2026 | Diario |
| AVUQ · AMERICAN CENTURY ETF TRUST | 0,07% | 9 429 NS | 31 de mayo de 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,06% | 1 747 683 NS | 30 de abril de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,06% | 115 203 NS | 30 de abril de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,06% | 29 320 SH | 19 de agosto de 2026 | Diario |
| DFUV · Dimensional ETF Trust | 0,06% | 534 287 NS | 30 de abril de 2026 | N-PORT |
| GVUS · Goldman Sachs ETF Trust | 0,06% | 12 696 NS | 31 de mayo de 2026 | N-PORT |
| DYNF · BlackRock ETF Trust | 0,05% | 1 277 519 SH | 19 de agosto de 2026 | Diario |
| IWD · iShares Trust | 0,05% | 2 477 264 SH | 19 de agosto de 2026 | Diario |
| ONEQ · Fidelity Commonwealth Trust | 0,05% | 305 646 NS | 31 de mayo de 2026 | N-PORT |