Taylor Frigon Capital Management LLC Purchases Shares of 86,936 SoFi Technologies, Inc. $SOFI

Key Points

• Taylor Frigon Capital Management purchased a new stake of 86,936 SoFi shares in the fourth quarter, worth roughly $2.28 million.
• Major institutions hold large positions—Vanguard (107.1M shares) and State Street (24.3M) increased stakes—and institutional investors own about 38.43% of SOFI.
• Analyst sentiment is mixed (consensus "Hold" with a $24.85 target) after recent cuts from Goldman and an upgrade from JPMorgan, while CEO Anthony Noto bought 28,900 shares and the company posted revenue and EPS beats with FY2026 guidance provided.

Taylor Frigon Capital Management LLC purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund purchased 86,936 shares of the company's stock, valued at approximately $2,276,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in shares of SoFi Technologies by 6.8% in the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company's stock valued at $2,829,640,000 after buying an additional 6,814,727 shares during the last quarter. State Street Corp grew its position in shares of SoFi Technologies by 30.7% in the 3rd quarter. State Street Corp now owns 24,300,498 shares of the company's stock valued at $642,019,000 after buying an additional 5,708,053 shares during the last quarter. Dimensional Fund Advisors LP grew its position in shares of SoFi Technologies by 0.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company's stock valued at $258,821,000 after buying an additional 67,504 shares during the last quarter. Northern Trust Corp grew its position in shares of SoFi Technologies by 10.4% in the 3rd quarter. Northern Trust Corp now owns 6,632,432 shares of the company's stock valued at $175,229,000 after buying an additional 625,571 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. grew its position in shares of SoFi Technologies by 87.1% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,361,809 shares of the company's stock valued at $168,079,000 after buying an additional 2,961,849 shares during the last quarter. Institutional investors own 38.43% of the company's stock.

SoFi Technologies News Roundup

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

• Positive Sentiment: Unusual bullish options activity — investors bought ~612,015 call options (≈+53% vs. average daily call volume), a large single-day accumulation that signals short-term bullish positioning and likely contributed to upward price pressure.
• Positive Sentiment: Long-form bullish thesis — a Seeking Alpha piece argues SOFI is a buy-the-dip opportunity citing strong member and revenue growth, expanding margins, and product expansion (stablecoin, Mastercard partnership), reinforcing a positive sentiment narrative for investors. SoFi: This Fintech Leader Is Ready To Rebound
• Positive Sentiment: Brand & customer-engagement initiative — SoFi launched the “Amplify Your Ambitions” contest with Kelsea Ballerini and the CMA, a marketing push that can help member acquisition and brand awareness over time. Business Wire
• Neutral Sentiment: Investor attention pieces — Zacks/Yahoo note elevated user interest in SOFI, which can increase flow and volatility but is information-neutral until it translates into fundamentals or sustained flows. Zacks: SOFI is Attracting Investor Attention
• Neutral Sentiment: ETF product activity — SoFi announced monthly distributions for its SoFi Enhanced Yield ETF (THTA), indicating active asset-management operations but limited direct impact on the SOFI stock valuation. THTA distribution notice
• Neutral Sentiment: New coverage — Argus initiated coverage with a “hold” rating; neutral research can stabilize sentiment but doesn’t provide a strong catalyst. Benzinga: Argus coverage
• Neutral Sentiment: Comparative pieces and tracking — industry comparisons and “head-to-head” surveys are being published, increasing analyst/investor focus but not immediately changing fundamentals. AmericanBankingNews SOFI vs SWKH
• Negative Sentiment: Analyst downgrade/target cut — Goldman Sachs lowered its price target from $25 to $20 and kept a neutral rating, reducing upside expectations and putting near-term valuation pressure on the shares. Benzinga: Goldman price target cut
• Negative Sentiment: Valuation scrutiny around FedNow rollout — coverage highlights that FedNow and related tech growth expectations could test SOFI’s valuation, a cautionary point for investors who worry the market has priced in aggressive growth. Yahoo: FedNow rollout tests valuation

Wall Street Analysts Forecast Growth

SOFI has been the topic of a number of analyst reports. UBS Group set a $24.50 price target on SoFi Technologies in a research report on Monday, February 2nd. The Goldman Sachs Group cut their target price on SoFi Technologies from $25.00 to $20.00 and set a "neutral" rating on the stock in a research report on Tuesday. Argus assumed coverage on SoFi Technologies in a research report on Wednesday. They set a "hold" rating on the stock. Bank of America assumed coverage on SoFi Technologies in a research report on Tuesday, January 6th. They set an "underperform" rating and a $20.50 target price on the stock. Finally, JPMorgan Chase & Co. upgraded SoFi Technologies from a "neutral" rating to an "overweight" rating and set a $31.00 target price on the stock in a research report on Tuesday, February 3rd. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, SoFi Technologies presently has an average rating of "Hold" and a consensus price target of $24.85.

SoFi Technologies Stock Up 4.9%

Shares of SoFi Technologies stock opened at $18.79 on Thursday. The stock's 50-day moving average is $17.97 and its 200 day moving average is $24.01. The firm has a market cap of $23.96 billion, a price-to-earnings ratio of 49.45 and a beta of 2.24. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. SoFi Technologies, Inc. has a one year low of $10.41 and a one year high of $32.73.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its quarterly earnings results on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.01. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company's quarterly revenue was up 39.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.05 earnings per share. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Equities research analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Insiders Place Their Bets

In other news, CEO Anthony Noto purchased 28,900 shares of the business's stock in a transaction on Tuesday, March 17th. The shares were acquired at an average price of $17.32 per share, for a total transaction of $500,548.00. Following the completion of the acquisition, the chief executive officer owned 11,704,352 shares in the company, valued at approximately $202,719,376.64. The trade was a 0.25% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Kelli Keough sold 9,755 shares of the stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $18.87, for a total value of $184,076.85. Following the completion of the transaction, the executive vice president owned 293,725 shares in the company, valued at approximately $5,542,590.75. The trade was a 3.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have purchased 38,900 shares of company stock valued at $705,398 and have sold 218,148 shares valued at $4,161,735. Insiders own 2.60% of the company's stock.

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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