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SOFI TECHNOLOGIES INC. 2023-2024 Proxy Voting Records

Compiled from SEC Form N-PX filings and SOFI TECHNOLOGIES INC.’s Form 8-K, filed May 23, 2024 (Item 5.07 on EDGAR). Page generated October 25, 2026.

  • 15Reported items
  • 408Asset managers
  • 3,083Fund votes
  • May 21, 2024Meeting date

Results at a glance

Meeting of May 21, 2024: 14 items on SOFI TECHNOLOGIES INC.’s Form 8-K, filed May 23, 2024: 11 elected · 3 approved.

Material dissent

Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided

Proxy season: 2023-2024 2024-2025 2025-2026

Explore SOFI TECHNOLOGIES INC. in the interactive database Compare manager voting policies

Official 2023-2024 meeting results reported by SOFI TECHNOLOGIES INC.

These tallies are SOFI TECHNOLOGIES INC.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 23, 2024 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.

SOFI TECHNOLOGIES INC. — official shareholder meeting results, meeting held May 21, 2024
Ballot itemForAgainst AbstainWithheldBroker non-votesSupport (of votes cast)Reported outcomeVoting standard
Elect Director: Anthony Noto 316,039,086---- 8,494,793341,201,754 97%Elected—
Elect Director: Tom Hutton 274,318,020---- 50,215,859341,201,754 85%Elected—
Elect Director: Steven Freiberg 312,505,448---- 12,028,431341,201,754 96%Elected—
Elect Director: Ahmed Al-Hammadi 311,285,276---- 13,248,603341,201,754 96%Elected—
Elect Director: Ruzwana Bashir 310,298,029---- 14,235,850341,201,754 96%Elected—
Elect Director: Michael Bingle 314,935,434---- 9,598,445341,201,754 97%Elected—
Elect Director: Dana Green 315,482,274---- 9,051,605341,201,754 97%Elected—
Elect Director: John Hele 314,266,061---- 10,267,818341,201,754 97%Elected—
Elect Director: Clara Liang 312,645,551---- 11,888,328341,201,754 96%Elected—
Elect Director: Harvey Schwartz 315,451,350---- 9,082,529341,201,754 97%Elected—
Elect Director: Magdalena Yeşil 314,909,059---- 9,624,820341,201,754 97%Elected—
2. Non-Binding Advisory Vote on Executive Compensation 293,798,92925,784,2134,950,737 ---- 92%Approved—
1 3. Ratification of the Appointment of Deloitte & Touche LLP 651,531,9198,219,4425,984,272 ---- 99%Approved—
4. Approval of the SoFi Technologies, Inc 237,634,51482,846,9604,052,405 ---- 74%Approved—

This meeting is also recorded here as May 22, 2024; both records come from the same filing, so the date should be checked against it.

Source: SOFI TECHNOLOGIES INC., Form 8-K, filed with the SEC on May 23, 2024 — read the filing on EDGAR.

How asset managers voted at the SOFI TECHNOLOGIES INC. 2023-2024 meeting

Each item below shows how the 408 asset managers that disclosed a SOFI TECHNOLOGIES INC. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of SOFI TECHNOLOGIES INC.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.

1. Elect Director: Ahmed Al-Hammadi

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 311,285,276WITHHELD: 13,248,603
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Ahmed Al-Hammadi

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Ahmed Al-Hammadi”): 311,285,276 for, 13,248,603 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,477,360 for, 2,270 withheld.

FOR
FOR: 73,477,360WITHHOLD: 2,270
Largest asset managers voting on “Election of Directors: Ahmed Al-Hammadi” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust45,6310 02,223For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

2. Elect Director: Ruzwana Bashir

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 310,298,029WITHHELD: 14,235,850
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Ruzwana Bashir

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Ruzwana Bashir”): 310,298,029 for, 14,235,850 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,576 for, 54 withheld.

FOR
FOR: 73,479,576WITHHOLD: 54
Largest asset managers voting on “Election of Directors: Ruzwana Bashir” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9010 05For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

3. Elect Director: Michael Bingle

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 314,935,434WITHHELD: 9,598,445
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Michael Bingle

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Michael Bingle”): 314,935,434 for, 9,598,445 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,596 for, 34 withheld.

FOR
FOR: 73,479,596WITHHOLD: 34
Largest asset managers voting on “Election of Directors: Michael Bingle” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

4. Elect Director: Steven Freiberg

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 312,505,448WITHHELD: 12,028,431
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Steven Freiberg

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Steven Freiberg”): 312,505,448 for, 12,028,431 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,587 for, 43 withheld.

FOR
FOR: 73,479,587WITHHOLD: 43
Largest asset managers voting on “Election of Directors: Steven Freiberg” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

5. Elect Director: Dana Green

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 315,482,274WITHHELD: 9,051,605
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Dana Green

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Dana Green”): 315,482,274 for, 9,051,605 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,598 for, 32 withheld.

FOR
FOR: 73,479,598WITHHOLD: 32
Largest asset managers voting on “Election of Directors: Dana Green” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9060 00For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

6. Elect Director: John Hele

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 314,266,061WITHHELD: 10,267,818
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: John Hele

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: John Hele”): 314,266,061 for, 10,267,818 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,593 for, 37 withheld.

FOR
FOR: 73,479,593WITHHOLD: 37
Largest asset managers voting on “Election of Directors: John Hele” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

7. Elect Director: Tom Hutton

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%WITHHELD
FOR: 274,318,020WITHHELD: 50,215,859
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Tom Hutton

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Tom Hutton”): 274,318,020 for, 50,215,859 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 85% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 71,736,598 for, 6,180 against, 1,736,852 withheld.

FOR
FOR: 71,736,598AGAINST: 6,180WITHHOLD: 1,736,852
Largest asset managers voting on “Election of Directors: Tom Hutton” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century00 0361,061Withhold
Calvert00 0318,399Withhold
Equitable258,1160 00For
Dimensional00 0236,539Withhold
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust00 0156,439Withhold
State Street140 0143,892Withhold
Goldman Sachs00 0134,465Withhold
Capitol Series Trust85,0000 00For
Principal00 076,274Withhold
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR00 062,405Withhold
Morgan Stanley31,8790 016,102Mixed
EA Series Trust45,6310 02,223For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

8. Elect Director: Clara Liang

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

96% Majority: yes · of votes cast

FOR 96%
FOR: 312,645,551WITHHELD: 11,888,328
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Clara Liang

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Clara Liang”): 312,645,551 for, 11,888,328 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 96% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,588 for, 42 withheld.

FOR
FOR: 73,479,588WITHHOLD: 42
Largest asset managers voting on “Election of Directors: Clara Liang” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

9. Elect Director: Anthony Noto

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 316,039,086WITHHELD: 8,494,793
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Anthony Noto

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Anthony Noto”): 316,039,086 for, 8,494,793 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,599 for, 31 withheld.

FOR
FOR: 73,479,599WITHHOLD: 31
Largest asset managers voting on “Election of Directors: Anthony Noto” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

10. Elect Director: Harvey Schwartz

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 4 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 315,451,350WITHHELD: 9,082,529
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: Election of Directors: Harvey Schwartz

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Harvey Schwartz”): 315,451,350 for, 9,082,529 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 66 asset managers below reported 73,479,598 for, 32 withheld.

FOR
FOR: 73,479,598WITHHOLD: 32
Largest asset managers voting on “Election of Directors: Harvey Schwartz” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

11. Election of Directors: Magdalena Ye il

No official matchDIRECTOR ELECTIONS

Combines 3 wordings of this item as funds reported it.

99.9% of fund votes cast · no official result

FOR
Details: votes by 38 asset managers

The 38 asset managers below reported 49,853,659 for, 34 withheld. The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.

FOR: 49,853,659WITHHOLD: 34
Largest asset managers voting on “Election of Directors: Magdalena Ye il” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9050 01For
Goldman Sachs134,4650 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
BNY Mellon46,7770 00For
First Trust35,6180 00For
Voya33,7130 00For
Lincoln Financial32,2520 00For
TIAA24,8980 00For
Guggenheim18,4110 00For
New York Life14,2420 00For
Brighthouse7,8290 00For
AIG/SunAmerica6,2510 00For

Showing the 25 largest of 38 asset managers. See all 38 in the interactive database.

12. Elect Director: Magdalena Yeşil

Official resultDIRECTOR ELECTIONSReported outcome: Elected

Combines 3 wordings of this item as funds reported it.

97% Majority: yes · of votes cast

FOR 97%
FOR: 314,909,059WITHHELD: 9,624,820
Details: description as filed, official tally, votes by 28 asset managers

Description as filed by funds: Election of Directors Magdalena Yesil

SOFI TECHNOLOGIES INC.’s own tally for this item (“Elect Director: Magdalena Yeşil”): 314,909,059 for, 9,624,820 withheld, per its Form 8-K filed May 23, 2024 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.

Reported outcome: Elected, in the filing’s own words: “Election of Directors Based on the votes set forth above, each director nominee was duly elected to serve until the Company's annual meeting of stockholders in 2025 and until the election and qualification of his or her successor, or until his or her earlier death, resignation, or removal.”
Support: 97% of votes cast — FOR ÷ (FOR + WITHHELD); abstentions and broker non-votes are excluded.

The 28 asset managers below reported 23,625,937 for.

FOR
FOR: 23,625,937
Largest asset managers voting on “Election of Directors Magdalena Yesil” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Capitol Series Trust85,0000 00For
Bridge Builder Trust74,1180 00For
EA Series Trust47,8540 00For
VanEck ETF Trust38,1050 00For
Gabelli37,0000 00For
Allianz34,6330 00For
Jackson National33,9090 00For
AMERICAN BEACON FUNDS28,4210 00For
John Hancock26,2830 00For
Jacob Funds Inc.21,1870 00For
TRUST FOR PROFESSIONAL MANAGERS20,9580 00For
MSS Series Trust16,0000 00For
JPMorgan14,2260 00For
SEI11,5400 00For
CITY NATIONAL ROCHDALE FUNDS7,4900 00For
HC CAPITAL TRUST7,3940 00For
Adviser Managed Trust5,4920 00For
WILSHIRE MUTUAL FUNDS INC5,4830 00For
Tidal ETF Trust3,0980 00For
Advisors' Inner Circle Fund III3,0170 00For
Prudential/PGIM1,4510 00For

Showing the 25 largest of 28 asset managers. See all 28 in the interactive database.

13. 4. Approval of the SoFi Technologies, Inc

Official resultCAPITAL STRUCTUREReported outcome: Approved

Combines 3 wordings of this item as funds reported it.

74% Approved · of votes cast

FOR 74%AGAINST
FOR: 237,634,514AGAINST: 82,846,960
Details: description as filed, official tally, votes by 67 asset managers

Description as filed by funds: To approve the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan.

SOFI TECHNOLOGIES INC.’s own tally for this item (“4. Approval of the SoFi Technologies, Inc”): 237,634,514 for, 82,846,960 against — passed, per its Form 8-K filed May 23, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders approved the adoption of a Company ESPP.”
Support: 74% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

The 67 asset managers below reported 61,628,837 for, 11,814,387 against, 14 withheld, 37,000 abstained.

FORAGAINST
FOR: 61,628,837AGAINST: 11,814,387ABSTAIN: 37,000WITHHOLD: 14
Largest asset managers voting on “To approve the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan.” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab04,207,692 00Against
Advisor Managed Portfolios03,000,000 00Against
Global X0876,757 00Against
Fidelity0529,469 00Against
BlackRock0497,110 00Against
American Century0361,061 00Against
Calvert0318,399 00Against
Equitable0258,116 00Against
Dimensional0236,539 00Against
MASTER INVESTMENT PORTFOLIO0188,257 00Against
Segall Bryant & Hamill Trust0156,439 00Against
State Street14143,892 00Against
Goldman Sachs0134,465 00Against
Capitol Series Trust085,000 00Against
Principal076,274 00Against
Pacific Life075,583 00Against
Bridge Builder Trust074,118 00Against
Invesco069,339 00Against
AQR062,405 00Against
Morgan Stanley047,981 00Against
EA Series Trust47,8540 00For
BNY Mellon046,777 00Against
VanEck ETF Trust038,105 00Against

Showing the 25 largest of 67 asset managers. See all 67 in the interactive database.

14. 2. Non-Binding Advisory Vote on Executive Compensation

Official resultFund totals may overlapCOMPENSATIONReported outcome: Approved

Combines 18 wordings of this item as funds reported it.

92% Approved · of votes cast

FOR 92%
FOR: 293,798,929AGAINST: 25,784,213
Details: description as filed, official tally, votes by 408 asset managers

Description as filed by funds: To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.

SOFI TECHNOLOGIES INC.’s own tally for this item (“2. Non-Binding Advisory Vote on Executive Compensation”): 293,798,929 for, 25,784,213 against — passed, per its Form 8-K filed May 23, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders approved, on a non-binding advisory basis, the Company's executive compensation.”
Support: 92% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).

Fund voting reports: 63 asset managers voting on “To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century0361,061 00Against
Calvert0318,399 00Against
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9006 00For
Goldman Sachs134,4650 00For
Capitol Series Trust85,0000 00For
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley31,87916,102 00Mixed
EA Series Trust47,8540 00For
BNY Mellon046,777 00Against
VanEck ETF Trust38,1050 00For

Fund voting reports, all 63 managers: 72,650,395 for, 822,629 against, 17 withheld. Showing the 25 largest; see all in the interactive database.

Institutional-manager reports: 364 asset managers voting on “To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Silver Lake Group, L.L.C.31,382,1650 00For
BlackRock9,327,165123,020 00For
Nikko Asset Management Co., Ltd.7,070,8040 00For
Charles Schwab4,258,3080 00For
GPI CAPITAL, L.P.3,749,7600 00For
Nikko Asset Management Americas, Inc.3,696,4980 00For
Patient Capital Management, LLC3,359,6050 00For
Northern Trust2,798,2580 00For
Citadel2,116,3760 00For
STATE OF MICHIGAN RETIREMENT SYSTEM1,432,4170 00For
MARSHALL WACE, LLP01,392,067 00Against
PARAMETRIC PORTFOLIO ASSOCIATES LLC01,219,287 00Against
UBS01,097,071 00Against
Azora Capital LP1,033,3590 00For
NORDEA INVESTMENT MANAGEMENT AB0839,626 00Against
Connor, Clark & Lunn Investment Management Ltd.686,1990 00For
RBC Capital Markets, LLC649,9150 00For
Vanguard646,4780 00For
STIFEL NICOLAUS & CO INC \MO\630,4810 00For
HARTLINE INVESTMENT CORP/628,7700 00For
Invesco556,6690 00For
ROCKEFELLER FINANCIAL LLC489,3760 00For
RBC Dominion Securities Inc.457,5820 00For
MELLON INVESTMENTS Corp0456,924 00Against
Baltimore-Washington Financial Advisors, Inc.438,6010 00For

Institutional-manager reports, all 364 managers: 84,699,536 for, 6,927,516 against, 150 withheld, 2,800 abstained, 25,619 not voted. Showing the 25 largest; see all in the interactive database.

15. 1 3. Ratification of the Appointment of Deloitte & Touche LLP

Official resultAUDIT-RELATEDReported outcome: Approved

Combines 4 wordings of this item as funds reported it.

99% Approved · of votes cast

FOR 99%
FOR: 651,531,919AGAINST: 8,219,442
Details: description as filed, official tally, votes by 66 asset managers

Description as filed by funds: To ratify the selection of Deloitte & Touche LLP by the Audit Committee of the Board of Directors as the independent registered public accounting firm of the Company for its year ending December 31, 2024.

SOFI TECHNOLOGIES INC.’s own tally for this item (“1 3. Ratification of the Appointment of Deloitte & Touche LLP”): 651,531,919 for, 8,219,442 against — passed, per its Form 8-K filed May 23, 2024 (Item 5.07).

Reported outcome: Approved, in the filing’s own words: “Based on the votes set forth above, the stockholders ratified the selection of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending December 31, 2024.”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.

Also reported under other wordings, matched to the same row of SOFI TECHNOLOGIES INC.’s official tally and shown with their own fund figures; their managers are not in the figures or the table on this card: “Ratify Appointment of Independent Auditors” (2 managers, 4,286 for).

The 66 asset managers below reported 73,391,596 for, 3,028 against, 6 withheld, 85,000 abstained.

FOR
FOR: 73,391,596AGAINST: 3,028ABSTAIN: 85,000WITHHOLD: 6
Largest asset managers voting on “To ratify the selection of Deloitte & Touche LLP by the Audit Committee of the Board of Directors as the indep” at SOFI TECHNOLOGIES INC., 2023-2024
Asset managerForAgainst AbstainWithheldVote
Vanguard46,463,2860 00For
ARK ETF Trust15,017,7450 00For
Charles Schwab4,207,6920 00For
Advisor Managed Portfolios3,000,0000 00For
Global X876,7570 00For
Fidelity529,4690 00For
BlackRock497,1100 00For
American Century361,0610 00For
Calvert318,3990 00For
Equitable258,1160 00For
Dimensional236,5390 00For
MASTER INVESTMENT PORTFOLIO188,2570 00For
Segall Bryant & Hamill Trust156,4390 00For
State Street143,9060 00For
Goldman Sachs134,4650 00For
Capitol Series Trust00 85,0000Abstain
Principal76,2740 00For
Pacific Life75,5830 00For
Bridge Builder Trust74,1180 00For
Invesco69,3390 00For
AQR62,4050 00For
Morgan Stanley47,9810 00For
EA Series Trust47,8540 00For
BNY Mellon46,7770 00For
VanEck ETF Trust38,1050 00For

Showing the 25 largest of 66 asset managers. See all 66 in the interactive database.

Not shown here: this season’s fund filings also report 1 item from the meeting of May 28, 2025, which belongs to the 2024-2025 season. A meeting outside this season’s July 1 to June 30 window is not counted in this page’s items or in its totals of asset managers and fund votes.

Largest SOFI TECHNOLOGIES INC. shareholders voting in 2023-2024

Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 1,056,491,365 shares outstanding at the time of that meeting.

Fund voting reports: top SOFI TECHNOLOGIES INC. shareholders by shares voted on “To approve, on a non-binding advisory basis, the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1Vanguard 4.40%
2ARK ETF Trust 1.42%
3Charles Schwab 0.40%
4Advisor Managed Portfolios 0.28%
5Global X 0.08%
6Fidelity 0.05%
7BlackRock 0.05%
8American Century 0.03%
9Calvert 0.03%
10Equitable 0.02%
Institutional-manager reports: top SOFI TECHNOLOGIES INC. shareholders by shares voted on “To approve, on a non-binding advisory basis, the compensation of the Company's named executive…”, 2023-2024
#Asset manager % of shares outstanding
1Silver Lake Group, L.L.C. 2.97%
2BlackRock 0.89%
3Nikko Asset Management Co., Ltd. 0.67%
4Charles Schwab 0.41%
5GPI CAPITAL, L.P. 0.35%
6Nikko Asset Management Americas, Inc. 0.35%
7Patient Capital Management, LLC 0.32%
8Northern Trust 0.26%
9Citadel 0.20%
10STATE OF MICHIGAN RETIREMENT SYSTEM 0.14%

Reported SOFI TECHNOLOGIES INC. holdings and ownership

As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.

SOFI TECHNOLOGIES INC. holdings and ownership disclosed for the 2023-2024 proxy season
Holder % outstanding Disclosure
Vanguard Group 10.14% 13F
BlackRock 5.90% 13F
JPMorgan Chase 4.43% 13F
Citadel Advisors 3.94% 13F
Anthony Noto 1.87% DEF14A
State Street 1.56% 13F
Geode Capital 1.49% 13F
Morgan Stanley 0.94% 13F
Goldman Sachs 0.93% 13F
Norges Bank 0.82% 13F

Percentages above are of 1,056,491,365 shares outstanding, as reported by SOFI TECHNOLOGIES INC. on its Form 10-Q dated March 31, 2024 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from SOFI TECHNOLOGIES INC.’s 10-Q dated March 31, 2024. This page is a static snapshot rebuilt weekly on October 25, 2026; a live search always shows the current data.

At SOFI TECHNOLOGIES INC.'s shareholder meeting held May 21, 2024, in the 2023-2024 proxy season, 408 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,083 separate fund positions. Their filings are grouped here into 15 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, on a non-binding advisory basis, the compensation of the Company's named executive… — SOFI TECHNOLOGIES INC.'s filing reports the proposal as approved, with 92% support of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side). Source: SOFI TECHNOLOGIES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on May 23, 2024.

SOFI TECHNOLOGIES INC. proxy season coverage: 2023-2024 (this page) · 2024-2025 · 2025-2026.

Download data (CSV): ballot items · votes by manager · column guide.