AXQ Capital LP Has $2.77 Million Stake in SoFi Technologies, Inc. $SOFI

Key Points

• AXQ Capital LP nearly doubled its SoFi stake in the fourth quarter, increasing holdings by 93.3% to 105,670 shares worth about $2.77 million. SoFi is now AXQ’s 7th-largest position and about 0.6% of its portfolio.
• SoFi continues to attract mixed Wall Street sentiment, with analysts’ average rating at “Hold” and an average price target of $22.56. Recent updates include price-target cuts from Barclays and Deutsche Bank, though some firms still rate the stock a Buy or Overweight.
• The company posted strong recent operating results, reporting Q1 EPS of $0.12 in line with estimates and revenue of $1.09 billion, up 42.6% year over year. SoFi also highlighted FY 2026 guidance of 0.600 EPS, while the stock was trading around $18.58, up 2.0% on the day.

AXQ Capital LP raised its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 93.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 105,670 shares of the company's stock after purchasing an additional 51,013 shares during the quarter. SoFi Technologies accounts for approximately 0.6% of AXQ Capital LP's portfolio, making the stock its 7th largest position. AXQ Capital LP's holdings in SoFi Technologies were worth $2,766,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Valley Wealth Managers Inc. purchased a new position in SoFi Technologies during the 4th quarter worth $25,000. Blue Trust Inc. boosted its holdings in shares of SoFi Technologies by 655.2% in the 4th quarter. Blue Trust Inc. now owns 1,012 shares of the company's stock worth $26,000 after buying an additional 878 shares during the last quarter. Central Pacific Bank Trust Division purchased a new stake in SoFi Technologies during the fourth quarter valued at about $28,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in SoFi Technologies during the fourth quarter valued at about $29,000. Finally, Quaker Wealth Management LLC lifted its holdings in SoFi Technologies by 2,745.2% during the fourth quarter. Quaker Wealth Management LLC now owns 1,195 shares of the company's stock valued at $31,000 after purchasing an additional 1,153 shares during the last quarter. Institutional investors own 38.43% of the company's stock.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: SoFi appointed former Visa executive Kathleen Pierce-Gilmore as president of technology solutions, a move that could strengthen leadership and help expand the company’s fintech platform and partnerships. SoFi Names Visa Vet Kathleen Pierce-Gilmore President
• Positive Sentiment: Multiple market notes say SOFI is drawing heavy investor and retail attention, with articles highlighting a strong recent rally and unusually high trading volume, which can reinforce momentum in the stock. Investors Heavily Search SoFi Technologies, Inc. (SOFI): Here is What You Need to Know
• Positive Sentiment: Commentary around SoFi’s transformation from a student-loan lender into a broader fintech platform is helping support the bull case and keeping the stock in the spotlight. Inside SoFi’s shocking transformation from student loan company to fintech powerhouse
• Neutral Sentiment: SoFi was mentioned as a potential venue for SpaceX IPO access and in broader market wrapups, but these items do not appear to materially change near-term fundamentals. How to Try to Buy SpaceX Stock at the IPO Price
• Neutral Sentiment: One article asked whether SOFI could double this year, but framed that outcome as a stretch, which adds attention more than it changes the investment thesis. Prediction: Will SoFi Stock Double This Year?
• Negative Sentiment: A skeptical stock-prediction piece suggested SoFi’s recent rebound may not be enough to justify another major leg higher, which could temper enthusiasm after the rally. Prediction: Will SoFi Stock Double This Year?

SoFi Technologies Stock Up 2.0%

SOFI stock opened at $18.58 on Tuesday. The company has a current ratio of 0.75, a quick ratio of 0.13 and a debt-to-equity ratio of 0.17. The company's 50 day moving average is $16.72 and its 200 day moving average is $21.50. The stock has a market cap of $23.83 billion, a price-to-earnings ratio of 42.23 and a beta of 2.14. SoFi Technologies, Inc. has a 1-year low of $13.09 and a 1-year high of $32.73.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last issued its earnings results on Wednesday, April 29th. The company reported $0.12 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.12. The business had revenue of $1.09 billion during the quarter, compared to analyst estimates of $1.05 billion. SoFi Technologies had a return on equity of 6.25% and a net margin of 14.65%.SoFi Technologies's revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.06 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. Sell-side analysts predict that SoFi Technologies, Inc. will post 0.59 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research firms have commented on SOFI. Weiss Ratings downgraded shares of SoFi Technologies from a "hold (c)" rating to a "hold (c-)" rating in a report on Tuesday, May 26th. Barclays dropped their price objective on shares of SoFi Technologies from $28.00 to $18.00 and set an "equal weight" rating on the stock in a report on Monday, April 6th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $18.00 price objective on shares of SoFi Technologies in a report on Thursday, April 30th. The Goldman Sachs Group reiterated a "neutral" rating and set a $17.00 price target on shares of SoFi Technologies in a research report on Thursday, April 30th. Finally, Stephens decreased their price target on SoFi Technologies from $26.00 to $25.00 and set an "overweight" rating on the stock in a research report on Thursday, April 30th. Seven research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of "Hold" and an average target price of $22.56.

Insiders Place Their Bets

In other SoFi Technologies news, CTO Jeremy Rishel sold 94,958 shares of the firm's stock in a transaction 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 completion of the transaction, the chief technology officer 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Anthony Noto acquired 28,900 shares of the stock in a transaction on Tuesday, March 17th. The shares were purchased at an average cost of $17.32 per share, with a total value of $500,548.00. Following the transaction, the chief executive officer directly owned 11,704,352 shares of the company's stock, valued at approximately $202,719,376.64. This trade represents a 0.25% increase in their position. The SEC filing for this purchase provides additional information. In the last ninety days, insiders sold 124,479 shares of company stock worth $2,163,556. 2.60% of the stock is currently owned by corporate insiders.

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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