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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
112% more first-time investments, than exits
New positions opened: 163 | Existing positions closed: 77
106% more capital invested
Capital invested by funds: $3.91B [Q3] → $8.05B (+$4.14B) [Q4]
12% more funds holding
Funds holding: 614 [Q3] → 690 (+76) [Q4]
10% more call options, than puts
Call options by funds: $1.78B | Put options by funds: $1.62B
1.97% more ownership
Funds ownership: 46.25% [Q3] → 48.22% (+1.97%) [Q4]
6% less repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 220
33% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 4 (-2) [Q4]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
UBS Tim Chiodo 0% 1-year accuracy 0 / 1 met price target | 24%upside $15.50 | Neutral Maintained | 30 Apr 2025 |
Needham Kyle Peterson 27% 1-year accuracy 14 / 51 met price target | 60%upside $20 | Buy Reiterated | 30 Apr 2025 |
JMP Securities Devin Ryan 67% 1-year accuracy 4 / 6 met price target | 36%upside $17 | Market Outperform Initiated | 25 Apr 2025 |
Financial journalist opinion
Based on 80 articles about SOFI published over the past 30 days
