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 Q2 regulatory disclosures by fund managers ($100M+ AUM)
325% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 17 (+13) [Q2]
75% more capital invested
Capital invested by funds: $5.95B [Q1] → $10.4B (+$4.46B) [Q2]
50% more repeat investments, than reductions
Existing positions increased: 299 | Existing positions reduced: 199
48% more first-time investments, than exits
New positions opened: 118 | Existing positions closed: 80
5.14% more ownership
Funds ownership: 46.67% [Q1] → 51.81% (+5.14%) [Q2]
3% more funds holding
Funds holding: 701 [Q1] → 723 (+22) [Q2]
4% more call options, than puts
Call options by funds: $2.11B | Put options by funds: $2.03B
Research analyst outlook
10 Wall Street Analysts provided 1 year price targets over the past 3 months
10 analyst ratings
Citigroup Ashwin Shirvaikar | 7%upside $28 | Buy Maintained | 20 Aug 2025 |
JP Morgan Reginald Smith | 8%downside $24 | Neutral Maintained | 20 Aug 2025 |
Keefe, Bruyette & Woods Timothy Switzer | 46%downside $14 | Underperform Maintained | 5 Aug 2025 |
Mizuho Dan Dolev | 1%downside $26 | Outperform Maintained | 31 Jul 2025 |
Barclays Terry Ma | 20%downside $21 | Equal-Weight Maintained | 30 Jul 2025 |
Financial journalist opinion
Based on 94 articles about SOFI published over the past 30 days
