Deutsche Bank AG bought a new position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 2nd quarter, Holdings Channel reports. The fund bought 2,489,675 shares of the company’s stock, valued at approximately $44,640,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of SoFi Technologies in the fourth quarter worth $321,515,000. State Street Corp boosted its holdings in SoFi Technologies by 30.7% in the 3rd quarter. State Street Corp now owns 24,300,498 shares of the company’s stock worth $642,019,000 after buying an additional 5,708,053 shares during the period. Marshall Wace LLP increased its stake in SoFi Technologies by 372.9% in the 4th quarter. Marshall Wace LLP now owns 6,650,744 shares of the company’s stock worth $174,116,000 after buying an additional 5,244,291 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. purchased a new stake in SoFi Technologies in the 2nd quarter worth $93,937,000. Finally, Bank of New York Mellon Corp bought a new stake in SoFi Technologies during the second quarter valued at about $72,531,000. Institutional investors own 38.43% of the company’s stock.
Insider Activity
In related news, CTO Jeremy Rishel sold 102,123 shares of the stock in a transaction that occurred 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 owned 895,089 shares in the company, valued at approximately $15,914,682.42. This represents a 10.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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 company’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 sale, the executive vice president owned 367,728 shares in the company, valued at $6,321,244.32. The trade was a 2.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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.
Analyst Upgrades and Downgrades
Check Out Our Latest Stock Analysis on SoFi Technologies
Key Headlines Impacting SoFi Technologies
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
SoFi Technologies Price Performance
Shares of SOFI stock opened at $18.91 on Friday. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.74 and a quick ratio of 0.10. The company has a market capitalization of $24.42 billion, a P/E ratio of 39.40 and a beta of 2.17. The company’s 50-day simple moving average is $17.73 and its two-hundred day simple moving average is $17.64. SoFi Technologies, Inc. has a one year low of $14.88 and a one year high of $32.73.
SoFi Technologies (NASDAQ:SOFI – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01. The company had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.11 billion. SoFi Technologies had a return on equity of 6.22% and a net margin of 14.78%.SoFi Technologies’s revenue was up 42.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.08 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. As a group, equities analysts anticipate that SoFi Technologies, Inc. will post 0.61 EPS for the current year.
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.
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