Advanced Portfolio Management LLC Acquires 40,000 Shares of SoFi Technologies, Inc. $SOFI

Advanced Portfolio Management LLC increased its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 266.7% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 55,000 shares of the company’s stock after buying an additional 40,000 shares during the period. SoFi Technologies accounts for about 4.4% of Advanced Portfolio Management LLC’s portfolio, making the stock its 6th largest holding. Advanced Portfolio Management LLC’s holdings in SoFi Technologies were worth $1,440,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of SOFI. Vanguard Group Inc. raised its position in shares of SoFi Technologies by 6.8% in the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after buying an additional 6,814,727 shares in the last quarter. Firsthand Capital Management Inc. grew its stake in shares of SoFi Technologies by 60.0% during the third quarter. Firsthand Capital Management Inc. now owns 80,000 shares of the company’s stock worth $2,114,000 after buying an additional 30,000 shares during the last quarter. SG Americas Securities LLC grew its stake in shares of SoFi Technologies by 161.6% during the fourth quarter. SG Americas Securities LLC now owns 902,392 shares of the company’s stock worth $23,625,000 after buying an additional 557,390 shares during the last quarter. North Dakota State Investment Board bought a new stake in shares of SoFi Technologies during the fourth quarter worth $1,044,000. Finally, Thoroughbred Financial Services LLC grew its stake in shares of SoFi Technologies by 212.2% during the third quarter. Thoroughbred Financial Services LLC now owns 40,140 shares of the company’s stock worth $1,060,000 after buying an additional 27,283 shares during the last quarter. Institutional investors own 38.43% of the company’s stock.

SoFi Technologies Stock Performance

Shares of SOFI opened at $17.42 on Thursday. The company has a current ratio of 0.75, a quick ratio of 0.13 and a debt-to-equity ratio of 0.17. The stock has a market capitalization of $22.35 billion, a P/E ratio of 39.59 and a beta of 2.14. The firm’s fifty day simple moving average is $16.90 and its two-hundred day simple moving average is $20.59. SoFi Technologies, Inc. has a 12 month low of $14.36 and a 12 month high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings results on Wednesday, April 29th. The company reported $0.12 EPS for the quarter, hitting analysts’ consensus estimates of $0.12. SoFi Technologies had a net margin of 14.65% and a return on equity of 6.25%. The business had revenue of $1.09 billion during the quarter, compared to analysts’ expectations of $1.05 billion. During the same period last year, the company posted $0.06 earnings per share. The business’s quarterly revenue was up 42.6% on a year-over-year basis. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. As a group, analysts predict that SoFi Technologies, Inc. will post 0.59 EPS for the current year.

Key Headlines Impacting SoFi Technologies

Here are the key news stories impacting SoFi Technologies this week:

• Positive Sentiment: CEO Anthony Noto bought more shares again, marking his fifth insider purchase this year and reinforcing confidence in SoFi’s long-term prospects. SoFi CEO Buys Shares for the Fifth Time This Year
• Positive Sentiment: SoFi helped open retail access to the high-profile SpaceX IPO, highlighting the company’s push to expand investing features and attract more users to its platform. SoFi (SOFI) Opened SpaceX IPO Access To Retail Investors Through Its Platform
• Positive Sentiment: Analysts and commentators pointed to SoFi’s strong customer ecosystem, record revenue, and continued GAAP profitability as signs that fundamentals remain solid despite the stock’s pullback. SoFi’s Productivity Loop Strengthens Customer Relationships
• Neutral Sentiment: Articles today largely framed SoFi as a volatile fintech name that has fallen sharply from its highs, with some investors viewing the selloff as a valuation reset rather than a business deterioration. Here’s What’s Behind SoFi’s Big Decline — and What You Should Do About It
• Negative Sentiment: Despite the upbeat operating updates, the stock has continued to trade lower as investors weigh the broader fintech selloff and SoFi’s steep drop from its prior peak. SoFi Technologies, Inc. (SOFI) Falls More Steeply Than Broader Market: What Investors Need to Know
• Negative Sentiment: Some recent coverage also emphasized that SoFi has lost a large amount of market value this year, reflecting lingering skepticism about the stock’s near-term momentum. SoFi stock shows bottoming signs after suffering a $17 billion wipeout

Insider Buying and Selling at SoFi Technologies

In other SoFi Technologies news, CTO Jeremy Rishel sold 102,123 shares of the firm’s stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $17.78, for a total value of $1,815,746.94. Following the transaction, the chief technology officer directly owned 895,089 shares of the company’s stock, valued at approximately $15,914,682.42. This trade represents a 10.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kelli Keough sold 10,037 shares of the firm’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $15.53, for a total transaction of $155,874.61. Following the completion of the transaction, the executive vice president directly owned 323,247 shares in the company, valued at $5,020,025.91. This trade represents a 3.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 131,644 shares of company stock valued at $2,324,185. Corporate insiders own 2.50% of the company’s stock.

Wall Street Analyst Weigh In

SOFI has been the topic of a number of research reports. Weiss Ratings cut shares of SoFi Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Wells Fargo & Company decreased their price target on shares of SoFi Technologies from $19.00 to $18.00 and set an “equal weight” rating for the company in a research report on Thursday, April 9th. Barclays decreased their price target on shares of SoFi Technologies from $28.00 to $18.00 and set an “equal weight” rating for the company in a research report on Monday, April 6th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $18.00 price target on shares of SoFi Technologies in a research report on Thursday, April 30th. Finally, Needham & Company LLC decreased their price target on shares of SoFi Technologies from $33.00 to $25.00 and set a “buy” rating for the company in a research report on Thursday, April 30th. Seven analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $22.56.

About SoFi Technologies

SoFi Technologies, Inc (NASDAQ: SOFI) is a diversified financial services company that provides consumer-focused lending, banking, investing and financial technology products. The company’s core offerings include student loan refinancing and private student loans, personal loans, mortgage lending, and credit card products. In addition to credit and lending, SoFi operates consumer-facing deposit and cash management accounts, an investing and trading platform, and an insurance marketplace through partner relationships, all designed to serve individuals seeking an integrated digital financial experience.

SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.