Vise Technologies Inc. Purchases Shares of 53,069 SoFi Technologies, Inc. $SOFI

Vise Technologies Inc. purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI) during the second quarter, according to its most recent 13F filing with the SEC. The firm purchased 53,069 shares of the company’s stock, valued at approximately $952,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Valley Wealth Managers Inc. bought a new position in shares of SoFi Technologies during the 4th quarter worth approximately $25,000. Vermillion Wealth Management Inc. boosted its stake in SoFi Technologies by 283.1% in the fourth quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock valued at $26,000 after acquiring an additional 739 shares in the last quarter. Reflection Asset Management acquired a new stake in SoFi Technologies in the fourth quarter valued at approximately $28,000. American Capital Advisory LLC grew its holdings in SoFi Technologies by 456.7% in the fourth quarter. American Capital Advisory LLC now owns 1,297 shares of the company’s stock worth $34,000 after purchasing an additional 1,064 shares during the last quarter. Finally, Cornerstone Planning Group LLC grew its holdings in SoFi Technologies by 232.1% in the first quarter. Cornerstone Planning Group LLC now owns 2,099 shares of the company’s stock worth $34,000 after purchasing an additional 1,467 shares during the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.

More SoFi Technologies News

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

• Positive Sentiment: Bitcoin’s breakout lifted crypto-linked fintech stocks, including SoFi, as capital moved into retail brokerages and digital-asset-related companies. The rally was also supported by renewed optimism around the proposed Clarity Act, which could establish clearer U.S. cryptocurrency regulations. SoFi, Robinhood and Affirm crypto rally article
• Positive Sentiment: Piper Sandler awarded SoFi an Overweight rating, while another Wall Street analyst suggested the shares could rise about 20%. The bullish view reflects SoFi’s recent earnings beats, improving profitability, and an attractive valuation after the stock’s difficult first half of 2026. Piper Sandler Overweight rating article Analyst 20 percent upside article
• Positive Sentiment: Unusually heavy call-option activity indicated bullish short-term trading interest, with 523,615 calls purchased—approximately 36% above typical daily volume.
• Positive Sentiment: SoFi’s reported record $14.8 billion in loan originations points to strong demand and continued growth potential. Its diversified revenue base, deposit funding, and stronger profitability were also cited as advantages over some fintech-lending peers. SoFi loan originations article
• Neutral Sentiment: The lending expansion remains dependent on credit performance and funding costs. Higher interest rates could pressure loan demand, margins, and the valuation investors are willing to assign to SOFI.
• Negative Sentiment: Some valuation analysis indicates that SoFi trades at a premium to estimated fair value despite its strong three-year returns, limiting the margin of safety and potentially capping further upside. SoFi valuation analysis

Analyst Upgrades and Downgrades

Several brokerages have recently commented on SOFI. Needham & Company LLC decreased their price objective on SoFi Technologies from $25.00 to $24.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $18.00 target price on shares of SoFi Technologies in a research note on Thursday, April 30th. UBS Group reduced their target price on SoFi Technologies from $24.50 to $21.00 and set a “neutral” rating on the stock in a research report on Thursday, April 30th. Wells Fargo & Company decreased their price target on SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating for the company in a research note on Thursday, July 30th. Finally, Citigroup lowered their price target on SoFi Technologies from $37.00 to $30.00 and set a “buy” rating for the company in a report on Monday, May 4th. Eight investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $22.42.

SoFi Technologies Trading Up 5.5%

NASDAQ:SOFI opened at $18.91 on Friday. SoFi Technologies, Inc. has a 12 month low of $14.88 and a 12 month high of $32.73. The firm has a fifty day simple moving average of $17.73 and a 200-day simple moving average of $17.64. The company has a current ratio of 0.74, a quick ratio of 0.10 and a debt-to-equity ratio of 0.30. The company has a market capitalization of $24.42 billion, a P/E ratio of 39.40 and a beta of 2.17.

SoFi Technologies (NASDAQ:SOFI) last released its earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.11 by $0.01. The firm had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.11 billion. SoFi Technologies had a return on equity of 6.22% and a net margin of 14.78%.The firm’s revenue was up 42.5% on a year-over-year basis. During the same period in the prior year, the firm earned $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, equities research analysts anticipate that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

Insider Activity

In other news, CTO Jeremy Rishel sold 102,123 shares of the stock in a transaction dated Wednesday, June 17th. The stock was 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 represents a 10.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. 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 10,954 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $17.19, for a total value of $188,299.26. Following the completion of the transaction, the executive vice president owned 367,728 shares of the company’s stock, valued at approximately $6,321,244.32. The trade was a 2.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 125,219 shares of company stock worth $2,214,948. Company insiders own 2.50% of the company’s stock.

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.