Elevatus Welath Management Lowers Holdings in SoFi Technologies, Inc. $SOFI

Elevatus Welath Management lowered its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 70.2% in the fourth quarter, HoldingsChannel reports. The firm owned 90,190 shares of the company’s stock after selling 212,161 shares during the quarter. Elevatus Welath Management’s holdings in SoFi Technologies were worth $2,361,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Norges Bank acquired a new stake in SoFi Technologies during the 2nd quarter worth approximately $164,068,000. Vanguard Group Inc. raised its stake in shares of SoFi Technologies by 6.8% in the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after acquiring an additional 6,814,727 shares in the last quarter. Quadrature Capital Ltd acquired a new stake in shares of SoFi Technologies in the second quarter valued at $115,188,000. State Street Corp boosted its holdings in SoFi Technologies by 30.7% in the third quarter. State Street Corp now owns 24,300,498 shares of the company’s stock valued at $642,019,000 after purchasing an additional 5,708,053 shares during the period. Finally, Marshall Wace LLP boosted its holdings in SoFi Technologies by 88.2% in the second quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock valued at $145,628,000 after purchasing an additional 3,748,817 shares during the period. 38.43% of the stock is owned by hedge funds and other institutional investors.

SoFi Technologies Stock Down 4.0%

Shares of NASDAQ:SOFI opened at $15.23 on Friday. The firm has a 50 day simple moving average of $20.03 and a 200-day simple moving average of $25.05. SoFi Technologies, Inc. has a twelve month low of $8.60 and a twelve month high of $32.73. The company has a current ratio of 0.78, a quick ratio of 0.18 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $19.42 billion, a PE ratio of 40.08 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI) last posted its earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $984.75 million. During the same period last year, the firm posted $0.05 EPS. The company’s revenue was up 39.6% on a year-over-year basis. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. On average, equities analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Insider Activity at SoFi Technologies

In other news, CEO Anthony Noto bought 28,900 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were acquired at an average price of $17.32 per share, for a total transaction of $500,548.00. Following the completion of the transaction, the chief executive officer owned 11,704,352 shares of the company’s stock, valued at approximately $202,719,376.64. This trade represents a 0.25% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, CTO Jeremy Rishel sold 94,958 shares of SoFi Technologies stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $17.43, for a total value of $1,655,117.94. Following the sale, the chief technology officer owned 839,640 shares in the company, valued at $14,634,925.20. This trade represents a 10.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have bought 38,900 shares of company stock valued at $705,398 and have sold 218,148 shares valued at $4,161,735. 2.60% of the stock is owned by company insiders.

SoFi Technologies News Summary

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

• Positive Sentiment: Galileo integration continues to be a growth engine for SoFi’s fintech ecosystem—powering BNPL, AI engagement tools and faster product rollouts that support fee revenue and cross‑sell. SoFi’s Galileo Integration: A Key Engine Behind Its Fintech Expansion
• Positive Sentiment: SoFi expanded its Loan Platform Business with agreements totaling over $3.6 billion, a near‑term source of revenue and a capital‑light way to scale personal‑loan volume. SoFi Expands Loan Platform Business with Multiple New Agreements Totaling Over $3.6 Billion
• Positive Sentiment: CEO Anthony Noto bought 28,900 shares, a material insider purchase management says signals confidence amid public scrutiny. CEO Anthony Noto Just Bought 28,900 Shares of SoFi Stock
• Positive Sentiment: Analyst coverage is turning constructive: Seeking Alpha upgraded SoFi on execution—highlighting strong 2025 revenue and member growth plus management’s multi‑year revenue and EPS CAGR targets. SoFi: Execution Makes It A Buy Again (Rating Upgrade)
• Neutral Sentiment: Market commentary notes SoFi’s evolution into a broader digital banking platform—important context for long‑term investors but not an immediate catalyst. MarketBeat Week in Review – 03/23 – 03/27
• Neutral Sentiment: Unrelated sector note: Block’s Square announced merchant expansions (Steak Escape), which is industry context but not directly tied to SoFi. Block Expands Square’s Ecosystem: Will It Drive GPV Growth?
• Negative Sentiment: Muddy Waters and other short sellers have publicly accused SoFi of accounting and securitization problems; that scrutiny has pressured the stock and raised questions about funding quality despite SoFi’s forceful rebuttals. SoFi Short-Seller Clash Puts Accounting Quality And Valuation In Focus
• Negative Sentiment: Prominent investor Steve Eisman warned that SoFi’s private‑credit and securitization practices could be “potentially a disaster,” amplifying credit‑cycle concerns that hit investor sentiment. ‘Big Short’ Legend Steve Eisman Says SoFi’s Private Credit Problems Could Be ‘Potentially A Disaster’
• Negative Sentiment: Despite the $3.6B LPB deals, shares dipped after the announcement—indicating the market is focused on geopolitical risk and credit/short‑seller headlines rather than the new funding commitments. SoFi shares fall 4.3% despite announcing $3.6 billion funding expansion

Analyst Ratings Changes

SOFI has been the subject of several analyst reports. The Goldman Sachs Group lowered their target price on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Tuesday, January 6th. Citizens Jmp upgraded SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 price objective for the company in a research note on Monday, February 9th. Barclays lifted their price objective on SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Bank of America initiated coverage on shares of SoFi Technologies in a research note on Tuesday, January 6th. They set an “underperform” rating and a $20.50 target price on the stock. Finally, UBS Group set a $24.50 target price on shares of SoFi Technologies in a report on Monday, February 2nd. Seven equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, SoFi Technologies presently has a consensus rating of “Hold” and an average price target of $25.91.

SoFi Technologies Company Profile

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.