101,459 Shares in SoFi Technologies, Inc. $SOFI Purchased by LM Advisors LLC

LM Advisors LLC purchased a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor purchased 101,459 shares of the company’s stock, valued at approximately $1,819,000.

Other large investors have also added to or reduced their stakes in the company. Cary Street Partners Investment Advisory LLC raised its position in SoFi Technologies by 21.2% in the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 2,880 shares of the company’s stock worth $75,000 after acquiring an additional 503 shares during the period. Bensler LLC grew its position in shares of SoFi Technologies by 3.6% during the 4th quarter. Bensler LLC now owns 17,450 shares of the company’s stock valued at $457,000 after acquiring an additional 600 shares during the period. Mayflower Financial Advisors LLC grew its position in shares of SoFi Technologies by 2.3% during the 1st quarter. Mayflower Financial Advisors LLC now owns 29,202 shares of the company’s stock valued at $464,000 after acquiring an additional 653 shares during the period. CX Institutional increased its stake in shares of SoFi Technologies by 36.2% during the 2nd quarter. CX Institutional now owns 2,477 shares of the company’s stock worth $44,000 after purchasing an additional 658 shares during the last quarter. Finally, PKS Advisory Services LLC increased its stake in shares of SoFi Technologies by 6.1% during the 4th quarter. PKS Advisory Services LLC now owns 11,800 shares of the company’s stock worth $309,000 after purchasing an additional 675 shares during the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.

SoFi Technologies Stock Performance

NASDAQ SOFI opened at $18.91 on Friday. The company’s 50 day moving average is $17.73 and its 200-day moving average is $17.64. SoFi Technologies, Inc. has a 12-month low of $14.88 and a 12-month high of $32.73. The company has a quick ratio of 0.10, a current ratio of 0.74 and a debt-to-equity ratio of 0.30. The firm has a market cap of $24.42 billion, a P/E ratio of 39.40 and a beta of 2.17.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, topping the consensus estimate of $0.11 by $0.01. The company had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.11 billion. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. SoFi Technologies’s revenue for the quarter was up 42.5% on a year-over-year basis. During the same period last year, the firm earned $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. Sell-side analysts predict that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on SOFI. Stephens lowered their price target on shares of SoFi Technologies from $26.00 to $25.00 and set an “overweight” rating on the stock in a report on Thursday, April 30th. Needham & Company LLC decreased their target price on SoFi Technologies from $25.00 to $24.00 and set a “buy” rating for the company in a research report on Thursday, July 30th. Piper Sandler began coverage on SoFi Technologies in a research note on Monday, August 17th. They issued an “overweight” rating and a $22.00 target price on the stock. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $18.00 price target on shares of SoFi Technologies in a research report on Thursday, April 30th. Finally, Citigroup cut their price target on SoFi Technologies from $37.00 to $30.00 and set a “buy” rating for the company in a research note on Monday, May 4th. Eight equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, SoFi Technologies currently has an average rating of “Hold” and a consensus price target of $22.42.

Insider Buying and Selling at SoFi Technologies

In other news, CTO Jeremy Rishel sold 102,123 shares of SoFi Technologies 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 completion of the transaction, the chief technology officer directly owned 895,089 shares in the company, valued at approximately $15,914,682.42. The trade was a 10.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 10,954 shares of the business’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $17.19, for a total value of $188,299.26. Following the sale, the executive vice president owned 367,728 shares in the company, valued at approximately $6,321,244.32. The trade was a 2.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 125,219 shares of company stock worth $2,214,948. Company insiders own 2.50% of the company’s stock.

Key Stories Impacting 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 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.