SoFi TechnologiesSOFI
About: SoFi is a financial-services company that was founded in 2011 and is based in San Francisco. Initially known for its student loan refinancing business, the company has expanded its product offerings to include personal loans, credit cards, mortgages, investment accounts, banking services, and financial planning. The company intends to be a one-stop shop for its clients' finances and operates solely through its mobile app and website. Through its acquisition of Galileo in 2020, the company also offers payment and account services for debit cards and digital banking.
Employees: 5,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
45% more repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 193
35% more call options, than puts
Call options by funds: $1.3B | Put options by funds: $968M
18% more first-time investments, than exits
New positions opened: 123 | Existing positions closed: 104
0% more funds holding
Funds holding: 691 [Q4 2024] → 694 (+3) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 4 [Q4 2024] → 4 (+0) [Q1 2025]
1.6% less ownership
Funds ownership: 48.23% [Q4 2024] → 46.64% (-1.6%) [Q1 2025]
26% less capital invested
Capital invested by funds: $8.05B [Q4 2024] → $5.95B (-$2.11B) [Q1 2025]
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
Truist Securities Matthew Coad | 1%downside $14 | Hold Initiated | 2 Jun 2025 |
Barclays Terry Ma | 15%downside $12 | Equal-Weight Maintained | 30 Apr 2025 |
UBS Tim Chiodo | 10%upside $15.50 | Neutral Maintained | 30 Apr 2025 |
Needham Kyle Peterson | 42%upside $20 | Buy Reiterated | 30 Apr 2025 |
JMP Securities Devin Ryan | 21%upside $17 | Market Outperform Initiated | 25 Apr 2025 |
Financial journalist opinion
Based on 56 articles about SOFI published over the past 30 days









