Headlands Technologies LLC Has $5.24 Million Holdings in SoFi Technologies, Inc. $SOFI

Headlands Technologies LLC grew its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 238.1% in the 2nd quarter, Holdings Channel reports. The fund owned 292,302 shares of the company’s stock after purchasing an additional 205,844 shares during the quarter. Headlands Technologies LLC’s holdings in SoFi Technologies were worth $5,241,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of SOFI. Cary Street Partners Investment Advisory LLC boosted its holdings in SoFi Technologies by 21.2% in the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 2,880 shares of the company’s stock valued at $75,000 after purchasing an additional 503 shares during the period. Bensler LLC grew its position in SoFi Technologies by 3.6% in the 4th quarter. Bensler LLC now owns 17,450 shares of the company’s stock worth $457,000 after purchasing an additional 600 shares during the last quarter. Capital Advisors Inc. OK increased its holdings in shares of SoFi Technologies by 2.2% during the 2nd quarter. Capital Advisors Inc. OK now owns 28,324 shares of the company’s stock worth $508,000 after purchasing an additional 615 shares during the period. Mayflower Financial Advisors LLC raised its position in shares of SoFi Technologies by 2.3% during the first quarter. Mayflower Financial Advisors LLC now owns 29,202 shares of the company’s stock valued at $464,000 after buying an additional 653 shares during the last quarter. Finally, CX Institutional lifted its stake in shares of SoFi Technologies by 36.2% in the second quarter. CX Institutional now owns 2,477 shares of the company’s stock valued at $44,000 after buying an additional 658 shares during the period. Institutional investors own 38.43% of the company’s stock.

Trending Headlines about SoFi Technologies

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

• Positive Sentiment: Strong post-earnings momentum: SoFi’s shares have outperformed since its latest earnings report, which showed $1.21 billion in revenue and $0.12 in adjusted earnings per share, both ahead of consensus estimates. Revenue increased 42.5% year over year, supporting the bullish case for continued operating growth. SoFi Technologies Up 16.5% Since Last Earnings Report
• Positive Sentiment: SoFi Plus could add recurring revenue: Early traction for the company’s paid membership program may increase customer engagement, cross-selling and adoption of additional financial products. Investors are watching whether membership growth can diversify revenue and support longer-term margins. SoFi Technologies’ SoFi Plus
• Neutral Sentiment: Analyst consensus remains cautious: SoFi has received a consensus “Hold” recommendation, suggesting analysts see a balanced risk-reward profile following the rebound rather than an unambiguously attractive entry point. SoFi Receives Consensus Hold Recommendation
• Neutral Sentiment: Relative-value debate: Comparisons with Sezzle highlight differing growth models, diversification and risk profiles. The discussion does not provide a direct SOFI catalyst but may influence fintech-sector positioning. Sezzle Versus SoFi
• Negative Sentiment: Profit-taking and valuation concerns: After the recent rebound and move back above key moving averages, some investors may be locking in gains. A bearish analysis argues that even strong execution is not enough to justify a more aggressive position, while the stock’s elevated growth expectations leave it vulnerable to pullbacks. SoFi Everything Went Right and I’m Still Cutting to Hold

SoFi Technologies Stock Performance

SoFi Technologies stock opened at $18.06 on Monday. The firm has a market capitalization of $23.33 billion, a P/E ratio of 37.62 and a beta of 2.17. The stock has a fifty day moving average price of $17.84 and a two-hundred day moving average price of $17.54. SoFi Technologies, Inc. has a 52-week low of $14.88 and a 52-week high of $32.73. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.74 and a quick ratio of 0.10.

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

Insider Activity

In other news, CTO Jeremy Rishel sold 102,123 shares of the firm’s stock in a transaction that occurred 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 sale, the chief technology officer owned 895,089 shares of the company’s stock, valued at approximately $15,914,682.42. This trade represents a 10.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible 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 11,286 shares of SoFi Technologies stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $18.00, for a total transaction of $203,148.00. Following the completion of the transaction, the executive vice president owned 356,442 shares of the company’s stock, valued at $6,415,956. This trade represents a 3.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 136,505 shares of company stock worth $2,418,096 over the last ninety days. Insiders own 2.50% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on SOFI shares. Weiss Ratings raised SoFi Technologies from a “hold (c-)” rating to a “hold (c)” rating in a research report on Tuesday, August 11th. Morgan Stanley cut their price target on SoFi Technologies from $16.00 to $15.00 and set an “underweight” rating for the company in a report on Thursday, July 30th. Piper Sandler started coverage on SoFi Technologies in a research report on Monday, August 17th. They issued an “overweight” rating and a $22.00 price objective for the company. Needham & Company LLC decreased their price objective on SoFi Technologies from $25.00 to $24.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Finally, Mizuho lowered their price objective on SoFi Technologies from $29.00 to $22.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Eight research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, SoFi Technologies presently has a consensus rating of “Hold” and a consensus price target of $22.42.

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.