Patient Capital Management LLC Takes $27 Million Position in SoFi Technologies, Inc. $SOFI

Key Points

• Patient Capital Management acquired 1.51 million SoFi shares worth approximately $27 million, representing about 0.12% of the company. Institutional investors collectively own 38.43% of SoFi.
• SoFi reported quarterly EPS of $0.12 versus the $0.11 consensus estimate, while revenue reached $1.21 billion, up 42.5% year over year and above analyst expectations.
• Insiders sold 125,219 shares worth roughly $2.21 million over the past 90 days. Analysts maintain a consensus “Hold” rating, with an average price target of $22.42.

Patient Capital Management LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,505,629 shares of the company's stock, valued at approximately $26,996,000. Patient Capital Management LLC owned approximately 0.12% of SoFi Technologies as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC boosted its stake in SoFi Technologies by 2.0% in the fourth quarter. Brighton Jones LLC now owns 719,288 shares of the company's stock valued at $11,077,000 after buying an additional 14,281 shares in the last quarter. Caxton Associates LLP acquired a new position in SoFi Technologies during the first quarter worth about $129,000. Empowered Funds LLC raised its stake in SoFi Technologies by 5.2% during the first quarter. Empowered Funds LLC now owns 33,126 shares of the company's stock worth $385,000 after acquiring an additional 1,631 shares in the last quarter. Franklin Resources Inc. lifted its holdings in shares of SoFi Technologies by 23.2% in the second quarter. Franklin Resources Inc. now owns 13,796 shares of the company's stock worth $251,000 after acquiring an additional 2,596 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership bought a new position in shares of SoFi Technologies in the second quarter worth about $4,633,000. 38.43% of the stock is currently owned by institutional investors.

Insider Buying and Selling at SoFi Technologies

In related news, EVP Kelli Keough sold 10,954 shares of the stock in a transaction on 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 directly owned 367,728 shares in the company, valued at $6,321,244.32. This represents a 2.89% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of the firm's stock in a transaction on 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 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 125,219 shares of company stock valued at $2,214,948 in the last ninety days. Insiders own 2.50% of the company's stock.

SoFi Technologies Stock Performance

SoFi Technologies stock opened at $18.91 on Monday. The business has a 50 day moving average of $17.73 and a 200-day moving average of $17.61. SoFi Technologies, Inc. has a 1 year low of $14.88 and a 1 year 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. 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 - Get Free Report) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.11 by $0.01. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. The business had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.11 billion. During the same quarter last year, the business earned $0.08 EPS. The firm's quarterly revenue was up 42.5% on a year-over-year basis. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, equities research analysts predict that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $18.00 price target on shares of SoFi Technologies in a report on Thursday, April 30th. UBS Group dropped their price objective 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. Needham & Company LLC cut their target price on shares of SoFi Technologies from $25.00 to $24.00 and set a "buy" rating on the stock in a research report on Thursday, July 30th. Wells Fargo & Company decreased their target price on shares of SoFi Technologies from $18.00 to $17.00 and set an "equal weight" rating on the stock in a research note on Thursday, July 30th. Finally, The Goldman Sachs Group upped their price target on shares of SoFi Technologies from $17.00 to $21.00 and gave the stock a "neutral" rating in a report on Thursday, July 9th. Eight analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and an average price target of $22.42.

Trending Headlines about 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 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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