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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 2024-05-23 (Item 5.07 on EDGAR). Page generated 04 October 2026.

20Reported items
409Asset managers
3,091Fund votes
2024-05-21Meeting date

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 2024-05-23 (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 2024-05-21
Ballot item	For	Against	Abstain	Withheld	Broker non-votes	Outcome
Elect Director: Anthony Noto	316,039,086	--	--	8,494,793	341,201,754	Majority: yes
Elect Director: Tom Hutton	274,318,020	--	--	50,215,859	341,201,754	Majority: yes
Elect Director: Steven Freiberg	312,505,448	--	--	12,028,431	341,201,754	Majority: yes
Elect Director: Ahmed Al-Hammadi	311,285,276	--	--	13,248,603	341,201,754	Majority: yes
Elect Director: Ruzwana Bashir	310,298,029	--	--	14,235,850	341,201,754	Majority: yes
Elect Director: Michael Bingle	314,935,434	--	--	9,598,445	341,201,754	Majority: yes
Elect Director: Dana Green	315,482,274	--	--	9,051,605	341,201,754	Majority: yes
Elect Director: John Hele	314,266,061	--	--	10,267,818	341,201,754	Majority: yes
Elect Director: Clara Liang	312,645,551	--	--	11,888,328	341,201,754	Majority: yes
Elect Director: Harvey Schwartz	315,451,350	--	--	9,082,529	341,201,754	Majority: yes
Elect Director: Magdalena Yeşil	314,909,059	--	--	9,624,820	341,201,754	Majority: yes
Based on the votes set forth above, the stockholders approved, on a non-binding advisory basis, the Company's executive compensation. 1 3. Ratification of the Appointment of Deloitte & Touche LLP	651,531,919	8,219,442	5,984,272	--	--	Majority: yes

This meeting is also recorded here as 2024-05-22; 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 2024-05-23 — read the filing on EDGAR.

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

Each item below shows how the 409 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. To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.

COMPENSATIONMajority of the votes cast: yes

Meeting held 2024-05-21.

Combines 16 wordings of this item as funds reported it.

99% Majority: yes · of votes cast

FOR 99%

FOR: 651,531,919AGAINST: 8,219,442

SOFI TECHNOLOGIES INC.’s own tally for this item (“Based on the votes set forth above, the stockholders approved, on a non-binding advisory basis, the Company's executive compensation. 1 3. Ratification of the Appointment of Deloitte & Touche LLP”): 651,531,919 for, 8,219,442 against, per its Form 8-K filed 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 62% for, 0.8% against (62% of the company cast a for/against vote).

The 395 asset managers below cast 96% of the shares they voted on this item FOR (156,587,220 for, 6,904,379 against).

FOR 96%

FOR: 156,587,220 (95.8%)AGAINST: 6,904,379 (4.2%)ABSTAIN: 2,967 (0.0%)NOT VOTED: 25,619 (0.0%)

Largest 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 manager	For	Against	Vote
Vanguard	47,109,764	0	For
Silver Lake Group, L.L.C.	31,382,165	0	For
ARK ETF Trust	15,017,745	0	For
BlackRock	9,824,275	123,020	For
Charles Schwab	8,466,000	0	For
Nikko Asset Management Co., Ltd.	7,070,804	0	For
GPI CAPITAL, L.P.	3,749,760	0	For
Nikko Asset Management Americas, Inc.	3,696,498	0	For
Patient Capital Management, LLC	3,359,605	0	For
Advisor Managed Portfolios	3,000,000	0	For
Northern Trust	2,823,192	0	For
Citadel	2,116,376	0	For
STATE OF MICHIGAN RETIREMENT SYSTEM	1,432,417	0	For
MARSHALL WACE, LLP	0	1,392,067	Against
PARAMETRIC PORTFOLIO ASSOCIATES LLC	0	1,219,287	Against
UBS	0	1,097,071	Against
Azora Capital LP	1,033,359	0	For
Global X	876,757	0	For
American Century	0	750,308	Against
Connor, Clark & Lunn Investment Management Ltd.	686,199	0	For
Calvert	0	669,535	Against
RBC Capital Markets, LLC	649,915	0	For
STIFEL NICOLAUS & CO INC \MO\	630,481	0	For
HARTLINE INVESTMENT CORP/	628,770	0	For
Invesco	626,008	0	For

Showing the 25 largest of 395 asset managers. See all 395 in the interactive database.

2. To approve the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan.

CAPITAL STRUCTURE

Meeting held 2024-05-21.

Combines 3 wordings of this item as funds reported it.

84% fund support · no official result

FOR 84%AGAINST 16%

The 67 asset managers below cast 84% of the shares they voted on this item FOR (61,628,837 for, 11,814,387 against).

FOR: 61,628,837 (83.9%)AGAINST: 11,814,387 (16.1%)ABSTAIN: 37,014 (0.1%)

Largest asset managers voting on “To approve the SoFi Technologies, Inc. 2024 Employee Stock Purchase Plan.” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Against	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	0	4,207,692	Against
Advisor Managed Portfolios	0	3,000,000	Against
Global X	0	876,757	Against
Fidelity	0	529,469	Against
BlackRock	0	497,110	Against
American Century	0	361,061	Against
Calvert	0	318,399	Against
Equitable	0	258,116	Against
Dimensional	0	236,539	Against
MASTER INVESTMENT PORTFOLIO	0	188,257	Against
Segall Bryant & Hamill Trust	0	156,439	Against
State Street	14	143,892	Against
Goldman Sachs	0	134,465	Against
Capitol Series Trust	0	85,000	Against
Principal	0	76,274	Against
Pacific Life	0	75,583	Against
Bridge Builder Trust	0	74,118	Against
Invesco	0	69,339	Against
AQR	0	62,405	Against
Morgan Stanley	0	47,981	Against
EA Series Trust	47,854	0	For
BNY Mellon	0	46,777	Against
VanEck ETF Trust	0	38,105	Against

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

3. Election of Directors: Ahmed Al-Hammadi

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 29% for, 1% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,477,360 for, 0 against).

FOR 99.9%

FOR: 73,477,360 (100.0%)ABSTAIN: 2,270 (0.0%)

Largest asset managers voting on “Election of Directors: Ahmed Al-Hammadi” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	45,631	2,223	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

4. Election of Directors: Ruzwana Bashir

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 29% for, 1% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,576 for, 0 against).

FOR 99.9%

FOR: 73,479,576 (100.0%)ABSTAIN: 54 (0.0%)

Largest asset managers voting on “Election of Directors: Ruzwana Bashir” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,901	5	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

5. Election of Directors: Michael Bingle

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 1.0% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,596 for, 0 against).

FOR 99.9%

FOR: 73,479,596 (100.0%)ABSTAIN: 34 (0.0%)

Largest asset managers voting on “Election of Directors: Michael Bingle” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

6. Election of Directors: Steven Freiberg

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 1% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,587 for, 0 against).

FOR 99.9%

FOR: 73,479,587 (100.0%)ABSTAIN: 43 (0.0%)

Largest asset managers voting on “Election of Directors: Steven Freiberg” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

7. Election of Directors: Dana Green

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 0.9% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,598 for, 0 against).

FOR 99.9%

FOR: 73,479,598 (100.0%)ABSTAIN: 32 (0.0%)

Largest asset managers voting on “Election of Directors: Dana Green” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Vote
Vanguard	46,463,286	For
ARK ETF Trust	15,017,745	For
Charles Schwab	4,207,692	For
Advisor Managed Portfolios	3,000,000	For
Global X	876,757	For
Fidelity	529,469	For
BlackRock	497,110	For
American Century	361,061	For
Calvert	318,399	For
Equitable	258,116	For
Dimensional	236,539	For
MASTER INVESTMENT PORTFOLIO	188,257	For
Segall Bryant & Hamill Trust	156,439	For
State Street	143,906	For
Goldman Sachs	134,465	For
Capitol Series Trust	85,000	For
Principal	76,274	For
Pacific Life	75,583	For
Bridge Builder Trust	74,118	For
Invesco	69,339	For
AQR	62,405	For
Morgan Stanley	47,981	For
EA Series Trust	47,854	For
BNY Mellon	46,777	For
VanEck ETF Trust	38,105	For

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

8. Election of Directors: John Hele

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 1.0% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,593 for, 0 against).

FOR 99.9%

FOR: 73,479,593 (100.0%)ABSTAIN: 37 (0.0%)

Largest asset managers voting on “Election of Directors: John Hele” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

9. Election of Directors: Tom Hutton

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

Combines 4 wordings of this item as funds reported it.

85% Majority: yes · of votes cast

FOR 85%WITHHELD 15%

FOR: 274,318,020WITHHELD: 50,215,859

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 26% for, 5% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 99.9% of the shares they voted on this item FOR (71,736,598 for, 6,180 against).

FOR 98%

FOR: 71,736,598 (97.6%)AGAINST: 6,180 (0.0%)ABSTAIN: 1,736,852 (2.4%)

Largest asset managers voting on “Election of Directors: Tom Hutton” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	0	361,061	Abstain
Calvert	0	318,399	Abstain
Equitable	258,116	0	For
Dimensional	0	236,539	Abstain
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	0	156,439	Abstain
State Street	14	143,892	Abstain
Goldman Sachs	0	134,465	Abstain
Capitol Series Trust	85,000	0	For
Principal	0	76,274	Abstain
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	0	62,405	Abstain
Morgan Stanley	31,879	16,102	For
EA Series Trust	45,631	2,223	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

10. Election of Directors: Clara Liang

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 1% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,588 for, 0 against).

FOR 99.9%

FOR: 73,479,588 (100.0%)ABSTAIN: 42 (0.0%)

Largest asset managers voting on “Election of Directors: Clara Liang” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

11. Election of Directors: Anthony Noto

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 0.9% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,599 for, 0 against).

FOR 99.9%

FOR: 73,479,599 (100.0%)ABSTAIN: 31 (0.0%)

Largest asset managers voting on “Election of Directors: Anthony Noto” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

12. Election of Directors: Harvey Schwartz

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 0.9% withheld (31% of the company cast a for/withheld vote).

The 66 asset managers below cast 100% of the shares they voted on this item FOR (73,479,598 for, 0 against).

FOR 99.9%

FOR: 73,479,598 (100.0%)ABSTAIN: 32 (0.0%)

Largest asset managers voting on “Election of Directors: Harvey Schwartz” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	85,000	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

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

13. 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.

AUDIT-RELATED

Meeting held 2024-05-21.

Combines 2 wordings of this item as funds reported it.

99.9% fund support · no official result

FOR 99.8%

The 65 asset managers below cast 99.9% of the shares they voted on this item FOR (73,384,256 for, 3,028 against).

FOR: 73,384,256 (99.9%)AGAINST: 3,028 (0.0%)ABSTAIN: 85,006 (0.1%)

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 manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
ARK ETF Trust	15,017,745	0	For
Charles Schwab	4,207,692	0	For
Advisor Managed Portfolios	3,000,000	0	For
Global X	876,757	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,906	0	For
Goldman Sachs	134,465	0	For
Capitol Series Trust	0	85,000	Abstain
Principal	76,274	0	For
Pacific Life	75,583	0	For
Bridge Builder Trust	74,118	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
EA Series Trust	47,854	0	For
BNY Mellon	46,777	0	For
VanEck ETF Trust	38,105	0	For

Showing the 25 largest of 65 asset managers. See all 65 in the interactive database.

14. Election of Directors: Magdalena Ye il

DIRECTOR ELECTIONS

Meeting held 2024-05-21.

Combines 3 wordings of this item as funds reported it.

100% fund support · no official result

FOR 99.9%

The 38 asset managers below cast 100% of the shares they voted on this item FOR (49,853,659 for, 0 against).

FOR: 49,853,659 (100.0%)ABSTAIN: 34 (0.0%)

Largest asset managers voting on “Election of Directors: Magdalena Ye il” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Abstain	Vote
Vanguard	46,463,286	0	For
Fidelity	529,469	0	For
BlackRock	497,110	0	For
American Century	361,061	0	For
Calvert	318,399	0	For
Equitable	258,116	0	For
Dimensional	236,539	0	For
MASTER INVESTMENT PORTFOLIO	188,257	0	For
Segall Bryant & Hamill Trust	156,439	0	For
State Street	143,905	1	For
Goldman Sachs	134,465	0	For
Principal	76,274	0	For
Pacific Life	75,583	0	For
Invesco	69,339	0	For
AQR	62,405	0	For
Morgan Stanley	47,981	0	For
BNY Mellon	46,777	0	For
First Trust	35,618	0	For
Voya	33,713	0	For
Lincoln Financial	32,252	0	For
TIAA	24,898	0	For
Guggenheim	18,411	0	For
New York Life	14,242	0	For
Brighthouse	7,829	0	For
AIG/SunAmerica	6,251	0	For

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

15. Election of Directors Magdalena Yesil

DIRECTOR ELECTIONSMajority of the votes cast: yes

Meeting held 2024-05-21.

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

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 2024-05-23 (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. Of all 1,056,491,365 outstanding shares: 30% for, 1.0% withheld (31% of the company cast a for/withheld vote).

The 28 asset managers below cast 100% of the shares they voted on this item FOR (23,625,937 for, 0 against).

FOR 100%

FOR: 23,625,937 (100.0%)

Largest asset managers voting on “Election of Directors Magdalena Yesil” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Vote
ARK ETF Trust	15,017,745	For
Charles Schwab	4,207,692	For
Advisor Managed Portfolios	3,000,000	For
Global X	876,757	For
Capitol Series Trust	85,000	For
Bridge Builder Trust	74,118	For
EA Series Trust	47,854	For
VanEck ETF Trust	38,105	For
Gabelli	37,000	For
Allianz	34,633	For
Jackson National	33,909	For
AMERICAN BEACON FUNDS	28,421	For
John Hancock	26,283	For
Jacob Funds Inc.	21,187	For
TRUST FOR PROFESSIONAL MANAGERS	20,958	For
MSS Series Trust	16,000	For
JPMorgan	14,226	For
SEI	11,540	For
CITY NATIONAL ROCHDALE FUNDS	7,490	For
HC CAPITAL TRUST	7,394	For
Adviser Managed Trust	5,492	For
WILSHIRE MUTUAL FUNDS INC	5,483	For
Tidal ETF Trust	3,098	For
Advisors' Inner Circle Fund III	3,017	For
Prudential/PGIM	1,451	For

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

16. Advisory Vote to Ratify Named Executive Officers' Compensation

SECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTESSECTION 14A SAY-ON-PAY VOTES

Meeting held 2024-05-21.

23% fund support · no official result

FOR 23%AGAINST 77%

The 8 asset managers below cast 23% of the shares they voted on this item FOR (258,702 for, 845,766 against).

FOR: 258,702 (23.4%)AGAINST: 845,766 (76.6%)

Largest asset managers voting on “Advisory Vote to Ratify Named Executive Officers' Compensation” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Against	Vote
NORDEA INVESTMENT MANAGEMENT AB	0	839,626	Against
ANDERSON HOAGLAND & CO	157,416	0	For
JPMorgan	70,823	0	For
TD ASSET MANAGEMENT INC	16,219	0	For
MILLER HOWARD INVESTMENTS INC /NY	8,000	0	For
Desjardins Global Asset Management Inc.	0	6,140	Against
Empirical Financial Services, LLC d.b.a. Empirical Wealth Ma	3,851	0	For
Balentine LLC	2,393	0	For

17. Adopt Employee Stock Purchase Plan

COMPENSATION

Meeting held 2024-05-21.

Combines 2 wordings of this item as funds reported it.

50.8% fund support · no official result

FOR 50.8%AGAINST 49.2%

The 3 asset managers below cast 50.8% of the shares they voted on this item FOR (3,700 for, 3,586 against).

FOR: 3,700 (50.8%)AGAINST: 3,586 (49.2%)

Largest asset managers voting on “Adopt Employee Stock Purchase Plan” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Against	Vote
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	0	3,586	Against
GRIMES & COMPANY, INC.	3,000	0	For
HARBOUR INVESTMENT MANAGEMENT LLC	700	0	For

18. Election of Directors (Majority Voting)

DIRECTOR ELECTIONS

Meeting held 2024-05-21.

All nominees (reported as one line). These filers reported the election of directors as a single line covering every nominee. It is not attributed to any one director, and no share total is shown for it.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR.

FOR: 100.0%

Largest asset managers voting on “Election of Directors (Majority Voting)” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
HARBOUR INVESTMENT MANAGEMENT LLC	7,700	0	0	0	For
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	3,586	0	0	0	For

19. Ratify Appointment of Independent Auditors

AUDIT-RELATED

Meeting held 2024-05-21.

Combines 2 wordings of this item as funds reported it.

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (4,286 for, 0 against).

FOR: 4,286 (100.0%)

Largest asset managers voting on “Ratify Appointment of Independent Auditors” at SOFI TECHNOLOGIES INC., 2023-2024
Asset manager	For	Against	Abstain	Withheld	Vote
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC	3,586	0	0	0	For
HARBOUR INVESTMENT MANAGEMENT LLC	700	0	0	0	For

20. To approve, on a non-binding advisory basis, the compensation of the Company's named executive officers.

SECTION 14A SAY-ON-PAY VOTES

Meeting held 2025-05-28 (outside the 2023-2024 season's 1 July to 30 June window; reported in this season's filings).

100% fund support · no official result

FOR 100%

The 2 asset managers below cast 100% of the shares they voted on this item FOR (241 for, 0 against).

FOR: 241 (100.0%)

Largest 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 manager	For	Against	Abstain	Withheld	Vote
Foster Victor Wealth Advisors, LLC	229	0	0	0	For
Meixler Investment Management, Ltd.	12	0	0	0	For

Largest SOFI TECHNOLOGIES INC. shareholders voting in 2023-2024

Ranked by the number of SOFI TECHNOLOGIES INC. shares each manager voted on the most widely held ballot item of the 2023-2024 meeting, shown as a share of the 1,056,491,365 shares outstanding at the time of that meeting.

Top SOFI TECHNOLOGIES INC. shareholders by shares voted, 2023-2024
#	Asset manager	% of shares outstanding
1	Vanguard	4.46%
2	Silver Lake Group, L.L.C.	2.97%
3	ARK ETF Trust	1.42%
4	BlackRock	0.94%
5	Charles Schwab	0.80%
6	Nikko Asset Management Co., Ltd.	0.67%
7	GPI CAPITAL, L.P.	0.35%
8	Nikko Asset Management Americas, Inc.	0.35%
9	Patient Capital Management, LLC	0.32%
10	Advisor Managed Portfolios	0.28%

Reported SOFI TECHNOLOGIES INC. ownership

Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).

SOFI TECHNOLOGIES INC. beneficial owners on record 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 2024-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2023-2024 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.

About this page

Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, 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 2024-03-31. This page is a static snapshot rebuilt weekly on 04 October 2026; a live search always shows the current data.

At SOFI TECHNOLOGIES INC.'s shareholder meeting held 2024-05-21, in the 2023-2024 proxy season, 409 asset managers reported how they voted in their SEC Form N-PX filings, covering 3,091 separate fund positions. Their filings are grouped here into 20 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… — FOR was 99% 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), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: SOFI TECHNOLOGIES INC.'s Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2024-05-23.

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