227,413 Shares in SoFi Technologies, Inc. $SOFI Acquired by OP Asset Management Ltd

OP Asset Management Ltd acquired a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 227,413 shares of the company’s stock, valued at approximately $3,611,000.

Several other large investors have also recently added to or reduced their stakes in the stock. Krilogy Financial LLC lifted its position in SoFi Technologies by 125.3% in the 1st quarter. Krilogy Financial LLC now owns 39,784 shares of the company’s stock worth $632,000 after buying an additional 22,128 shares in the last quarter. AdvisorNet Financial Inc increased its stake in shares of SoFi Technologies by 23.6% in the first quarter. AdvisorNet Financial Inc now owns 8,915 shares of the company’s stock worth $142,000 after acquiring an additional 1,702 shares during the last quarter. Polianta Ltd purchased a new stake in shares of SoFi Technologies during the first quarter worth $1,140,000. Westmount Partners LLC purchased a new stake in shares of SoFi Technologies during the first quarter worth $295,000. Finally, Rockefeller Capital Management L.P. boosted its position in SoFi Technologies by 2.8% during the fourth quarter. Rockefeller Capital Management L.P. now owns 1,016,199 shares of the company’s stock valued at $26,604,000 after purchasing an additional 27,380 shares during the last quarter. Institutional investors and hedge funds own 38.43% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Keefe, Bruyette & Woods dropped their target price on SoFi Technologies from $20.00 to $17.00 and set an “underperform” rating on the stock in a research report on Thursday, April 9th. Stephens reduced their price target on SoFi Technologies from $26.00 to $25.00 and set an “overweight” rating for the company in a report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $18.00 price target on shares of SoFi Technologies in a research note on Thursday, April 30th. The Goldman Sachs Group restated a “neutral” rating and issued a $17.00 price objective on shares of SoFi Technologies in a report on Thursday, April 30th. Finally, UBS Group reduced their target price on shares of SoFi Technologies from $24.50 to $21.00 and set a “neutral” rating for the company in a research note on Thursday, April 30th. Seven equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $22.56.

SoFi Technologies News Roundup

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

• Positive Sentiment: CEO Anthony Noto has continued buying SoFi shares in the open market this year, reinforcing confidence in the company’s outlook while first-quarter net revenue rose 43% year over year. SoFi Stock Is Down More Than 30% This Year. Its CEO Is Buying Anyway.
• Positive Sentiment: Several reports argued that SoFi’s recent selling may have gone too far, with one model calling for double-digit upside and citing continued growth, product innovation, and insider buying as supports for the stock. SoFi’s Price Prediction: The Case for Double-Digit Upside
• Positive Sentiment: Traders pushed the shares higher intraday as the market leaned into the insider-buying narrative and fresh product-related headlines, helping sentiment around the fintech name. SoFi Stock Is Moving Higher: What’s Going On?
• Neutral Sentiment: SoFi remains one of the most watched stocks on retail-finance sites and by Zacks users, which signals elevated investor attention but does not by itself change fundamentals. SoFi Technologies, Inc. (SOFI) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: One valuation-focused note said SoFi may be overvalued after the rally, suggesting some investors are questioning how much upside is left at current levels. Is SoFi Technologies Inc (SOFI) Overvalued After 3.2% Rally? GF Value Says Overvalued
• Negative Sentiment: SoFi has also been described as one of 2026’s more heavily punished fintech names, highlighting that the stock still faces skepticism despite the recent bounce. SoFi’s Price Prediction: The Case for Double-Digit Upside

Insider Buying and Selling at SoFi Technologies

In other news, CEO Anthony Noto acquired 15,545 shares of the firm’s stock in a transaction that occurred on Monday, May 11th. The stock was acquired at an average cost of $16.00 per share, with a total value of $248,720.00. Following the acquisition, the chief executive officer owned 11,946,619 shares in the company, valued at approximately $191,145,904. This represents a 0.13% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction of $1,815,746.94. Following the completion of the transaction, the chief technology officer owned 895,089 shares in the company, valued at $15,914,682.42. The trade was a 10.24% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 134,044 shares of company stock worth $2,370,056 over the last 90 days. Insiders own 2.50% of the company’s stock.

SoFi Technologies Price Performance

Shares of NASDAQ:SOFI opened at $17.88 on Friday. The stock has a market capitalization of $22.94 billion, a P/E ratio of 40.64 and a beta of 2.14. The business has a 50-day moving average of $16.97 and a two-hundred day moving average of $20.08. SoFi Technologies, Inc. has a fifty-two week low of $14.92 and a fifty-two week high of $32.73. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.75 and a quick ratio of 0.13.

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

SoFi Technologies 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.