SoFi Technologies, Inc. $SOFI Shares Purchased by Evergreen Capital Management LLC

Key Points

• Evergreen Capital Management boosted its SoFi stake by 302.5% in Q4, adding 30,087 shares to hold 40,032 shares worth about $1.05M, while other institutions (notably Vanguard with 107.1M shares) and SG Americas also increased positions; institutional investors own 38.43% of the stock.
• Significant insider selling has occurred recently: Director Steven J. Freiberg sold 94,225 shares (~$1.91M) and EVP Kelli Keough sold 9,755 shares, with insiders net selling 218,422 shares versus buying 38,900 in the past 90 days.
• Q4 results beat estimates — $0.13 EPS vs $0.12 expected and $1.01B revenue (up 39.6% YoY) — but SoFi provided Q1/FY2026 EPS guidance amid mixed analyst reactions, leaving a MarketBeat consensus rating of Hold and a $24.85 price target.

Evergreen Capital Management LLC boosted its position in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 302.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 40,032 shares of the company's stock after acquiring an additional 30,087 shares during the quarter. Evergreen Capital Management LLC's holdings in SoFi Technologies were worth $1,048,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in SoFi Technologies by 6.8% in the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company's stock valued at $2,829,640,000 after purchasing an additional 6,814,727 shares during the last quarter. Firsthand Capital Management Inc. increased its stake in SoFi Technologies by 60.0% in the third quarter. Firsthand Capital Management Inc. now owns 80,000 shares of the company's stock valued at $2,114,000 after purchasing an additional 30,000 shares during the last quarter. SG Americas Securities LLC increased its stake in SoFi Technologies by 161.6% in the fourth quarter. SG Americas Securities LLC now owns 902,392 shares of the company's stock valued at $23,625,000 after purchasing an additional 557,390 shares during the last quarter. Thoroughbred Financial Services LLC increased its stake in SoFi Technologies by 212.2% in the third quarter. Thoroughbred Financial Services LLC now owns 40,140 shares of the company's stock valued at $1,060,000 after purchasing an additional 27,283 shares during the last quarter. Finally, Jones Financial Companies Lllp increased its stake in SoFi Technologies by 15.2% in the third quarter. Jones Financial Companies Lllp now owns 458,703 shares of the company's stock valued at $12,835,000 after purchasing an additional 60,676 shares during the last quarter. Institutional investors and hedge funds own 38.43% of the company's stock.

Insider Buying and Selling

In other SoFi Technologies news, Director Steven J. Freiberg sold 94,225 shares of the business's stock in a transaction on Friday, February 6th. The shares were sold at an average price of $20.31, for a total value of $1,913,709.75. Following the transaction, the director directly owned 588,849 shares of the company's stock, valued at approximately $11,959,523.19. The trade was a 13.79% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Kelli Keough sold 9,755 shares of the firm's stock in a transaction on Friday, February 20th. The shares were sold at an average price of $18.87, for a total value of $184,076.85. Following the completion of the sale, the executive vice president directly owned 293,725 shares of the company's stock, valued at approximately $5,542,590.75. This trade represents a 3.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders acquired 38,900 shares of company stock worth $705,398 and sold 218,422 shares worth $4,105,468. 2.60% of the stock is owned by corporate insiders.

SoFi Technologies Stock Performance

Shares of SOFI opened at $18.32 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78. The stock has a market capitalization of $23.36 billion, a P/E ratio of 48.21 and a beta of 2.24. The company's fifty day moving average is $17.80 and its two-hundred day moving average is $23.73. SoFi Technologies, Inc. has a 1 year low of $11.76 and a 1 year high of $32.73.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.01. The company had revenue of $1.01 billion for the quarter, compared to analysts' expectations of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. SoFi Technologies's revenue was up 39.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.05 EPS. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. On average, sell-side analysts predict that SoFi Technologies, Inc. will post 0.6 earnings per share for the current year.

More SoFi Technologies News

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

• Positive Sentiment: SoFi launched a fully digital HELOC experience, formed a Real Estate Advisory Council to expand home-lending capabilities, and announced XRP deposit support — moves that broaden product revenue streams and could increase customer engagement. SoFi Expands HELOC And XRP Offerings As Valuation Premium Persists
• Positive Sentiment: A bullish take argues SoFi is capturing market share and growing quickly despite the pullback, highlighting why long-term investors may view current weakness as opportunity. SoFi Stock Is Down 47% Right Now. Here's What the Bears Are Missing.
• Positive Sentiment: Recent trading showed SoFi outpacing market gains on the last reported session, reflecting intermittent investor interest tied to product/news flow. SoFi Technologies, Inc. (SOFI) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Analysts and previews note expected earnings growth into the upcoming report but stop short of forecasting a clear beat; investors should watch next week's results and guidance for a decisive catalyst. SoFi Technologies, Inc. (SOFI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Neutral Sentiment: The Q2 2025 earnings call transcript is now available; details on loan growth, margins, and crypto-related deposit balances will matter to traders parsing near-term performance. SoFi (SOFI) Q2 2025 Earnings Call Transcript
• Negative Sentiment: An executive (EVP Kelli Keough) sold 9,742 shares via a pre-arranged Rule 10b5-1 plan; while such plans limit signal strength, insider selling can still pressure sentiment when combined with other headwinds. Kelli Keough Insider Sale
• Negative Sentiment: A comparison piece favors Palantir over SoFi on AI-driven growth and financials, which could push rotational flows away from SoFi toward higher-rated growth names. PLTR vs. SOFI: Which High-Growth Tech Stock is the Better Buy Now?
• Negative Sentiment: Coverage of SoFi adding XRP notes user complaints or limits (“there’s a catch”), raising questions about execution/UX and potential short-term user friction after the rollout. XRP News: SoFi Just Added XRP for 13.7 Million Customers — But Users Say There’s a Catch

Wall Street Analyst Weigh In

SOFI has been the topic of several recent analyst reports. Weiss Ratings reiterated a "hold (c)" rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. Needham & Company LLC dropped their price target on shares of SoFi Technologies from $36.00 to $33.00 and set a "buy" rating on the stock in a research note on Monday, February 2nd. Barclays dropped their price target on shares of SoFi Technologies from $28.00 to $18.00 and set an "equal weight" rating on the stock in a research note on Monday, April 6th. Argus began coverage on shares of SoFi Technologies in a research report on Wednesday, April 15th. They set a "hold" rating on the stock. Finally, The Goldman Sachs Group lowered their target price on shares of SoFi Technologies from $25.00 to $20.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 14th. Seven investment 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. According to data from MarketBeat.com, SoFi Technologies presently has a consensus rating of "Hold" and a consensus price target of $24.85.

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.

Want to see what other hedge funds are holding SOFI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.