SoFi Technologies, Inc. $SOFI Shares Sold by BIT Capital GmbH

BIT Capital GmbH lowered its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 96.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,693 shares of the company’s stock after selling 40,138 shares during the quarter. BIT Capital GmbH’s holdings in SoFi Technologies were worth $44,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in SoFi Technologies by 0.8% in the fourth quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 268,000 shares of the company’s stock valued at $7,016,000 after acquiring an additional 2,100 shares during the period. Viewpoint Capital Management LLC acquired a new stake in SoFi Technologies in the fourth quarter valued at $1,592,000. Parallel Advisors LLC lifted its holdings in SoFi Technologies by 42.6% in the fourth quarter. Parallel Advisors LLC now owns 13,334 shares of the company’s stock valued at $349,000 after acquiring an additional 3,982 shares during the period. Vise Technologies Inc. lifted its holdings in SoFi Technologies by 105.8% in the fourth quarter. Vise Technologies Inc. now owns 36,530 shares of the company’s stock valued at $956,000 after acquiring an additional 18,782 shares during the period. Finally, Daiwa Securities Group Inc. boosted its holdings in SoFi Technologies by 6.4% during the fourth quarter. Daiwa Securities Group Inc. now owns 102,000 shares of the company’s stock worth $2,670,000 after buying an additional 6,100 shares in the last quarter. Institutional investors and hedge funds own 38.43% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on SOFI. Keefe, Bruyette & Woods lowered their target price on shares of SoFi Technologies from $20.00 to $17.00 and set an “underperform” rating on the stock in a research report on Thursday, April 9th. Morgan Stanley set a $16.00 price target on SoFi Technologies in a research note on Thursday, April 30th. Mizuho set a $29.00 price target on SoFi Technologies in a research note on Wednesday, May 6th. TD Cowen decreased their price target on SoFi Technologies from $24.00 to $18.00 and set a “hold” rating on the stock in a research note on Thursday, April 30th. Finally, Citigroup decreased their price target on SoFi Technologies from $37.00 to $30.00 and set a “buy” rating on the stock in a research note on Monday, May 4th. Seven research 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. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $22.56.

Insider Buying and Selling

In related news, EVP Kelli Keough sold 10,037 shares of the stock in a transaction that occurred 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 sale, the executive vice president owned 323,247 shares of the company’s stock, valued at approximately $5,020,025.91. This represents a 3.01% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 94,958 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $17.43, for a total transaction of $1,655,117.94. Following the sale, the chief technology officer directly owned 839,640 shares of the company’s stock, valued at approximately $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 quarter, insiders sold 124,479 shares of company stock valued at $2,163,556. 2.60% of the stock is currently owned by corporate insiders.

Key Headlines Impacting SoFi Technologies

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

• Positive Sentiment: SoFi’s Rule of 40 score has reached 72%, a sign of strong revenue growth plus improving profitability that supports the case for SoFi as a scalable fintech platform. SoFi’s Rule of 40 Strength is Becoming Impossible for Investors to Ignore
• Positive Sentiment: Financial services revenue jumped 41% to $429 million, members grew 35% to 14.7 million, and cross-selling remains strong, which supports the long-term growth story for SoFi. The Market Is Missing SoFi Technologies’ Next Chapter
• Positive Sentiment: SoFi’s Loan Platform Business originated $3 billion and secured $3.6 billion in new institutional funding commitments, strengthening its lending capacity and fee-based growth potential. The Market Is Missing SoFi Technologies’ Next Chapter
• Neutral Sentiment: Broader fintech headlines, including changes around the PDT rule, SpaceX IPO excitement, and stablecoin settlement developments, may be influencing trading in SOFI, but they are indirect rather than company-specific catalysts. HOOD, SOFI, BULL Stocks Decline Despite PDT Rule Change: Can SpaceX IPO Reverse The Trend?
• Negative Sentiment: Block & Leviton launched a class-action investigation after SoFi’s post-earnings selloff, while Muddy Waters accused the company of aggressive or improper reporting practices, adding regulatory and reputational risk. SoFi Scrutiny Grows As Legal Probe And Short Seller Claims Hit Valuation
• Negative Sentiment: Recent coverage also points to valuation pressure and mixed stock performance, suggesting investors remain cautious despite the company’s improving fundamentals. Assessing Whether SoFi Technologies (SOFI) Looks Overvalued After Mixed Recent Share Price Performance

SoFi Technologies Trading Down 6.5%

NASDAQ SOFI opened at $16.03 on Friday. SoFi Technologies, Inc. has a 12 month low of $13.93 and a 12 month high of $32.73. The company has a 50-day moving average of $16.72 and a 200-day moving average of $21.20. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.75 and a quick ratio of 0.13. The company has a market cap of $20.56 billion, a P/E ratio of 36.43 and a beta of 2.14.

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

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.