Nordea Investment Management AB Raises Position in SoFi Technologies, Inc. $SOFI

Nordea Investment Management AB grew its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 35.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 132,202 shares of the company’s stock after acquiring an additional 34,381 shares during the period. Nordea Investment Management AB’s holdings in SoFi Technologies were worth $3,496,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in SoFi Technologies by 6.8% in the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock worth $2,829,640,000 after purchasing an additional 6,814,727 shares during the period. State Street Corp grew its holdings in SoFi Technologies by 30.7% during the third quarter. State Street Corp now owns 24,300,498 shares of the company’s stock valued at $642,019,000 after purchasing an additional 5,708,053 shares during the period. Dimensional Fund Advisors LP increased its position in SoFi Technologies by 0.7% in the third quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock worth $258,821,000 after buying an additional 67,504 shares in the last quarter. Norges Bank purchased a new stake in SoFi Technologies in the second quarter worth about $164,068,000. Finally, Marshall Wace LLP raised its stake in shares of SoFi Technologies by 88.2% in the second quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock worth $145,628,000 after buying an additional 3,748,817 shares during the period. 38.43% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at SoFi Technologies

In related news, CEO Anthony Noto purchased 28,900 shares of SoFi Technologies stock in a transaction on Tuesday, March 17th. The shares were bought at an average cost of $17.32 per share, for a total transaction of $500,548.00. Following 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CTO Jeremy Rishel sold 94,958 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $17.43, for a total transaction of $1,655,117.94. Following the completion of the sale, the chief technology officer owned 839,640 shares in the company, valued at approximately $14,634,925.20. The trade was a 10.16% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have bought 38,900 shares of company stock valued at $705,398 and have sold 218,148 shares valued at $4,161,735. 2.60% of the stock is owned by corporate insiders.

SoFi Technologies Stock Performance

NASDAQ:SOFI opened at $15.23 on Friday. The stock has a 50-day moving average price of $20.03 and a 200 day moving average price of $25.05. The stock has a market capitalization of $19.42 billion, a P/E ratio of 40.08 and a beta of 2.20. SoFi Technologies, Inc. has a 12-month low of $8.60 and a 12-month high of $32.73. The company has a current ratio of 0.78, a quick ratio of 0.18 and a debt-to-equity ratio of 0.17.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.01. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $984.75 million. During the same period in the previous year, the firm earned $0.05 EPS. The firm’s revenue was up 39.6% compared to the same quarter last year. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Equities research analysts forecast that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Galileo integration continues to be a growth engine for SoFi’s fintech ecosystem—powering BNPL, AI engagement tools and faster product rollouts that support fee revenue and cross‑sell. SoFi’s Galileo Integration: A Key Engine Behind Its Fintech Expansion
• Positive Sentiment: SoFi expanded its Loan Platform Business with agreements totaling over $3.6 billion, a near‑term source of revenue and a capital‑light way to scale personal‑loan volume. SoFi Expands Loan Platform Business with Multiple New Agreements Totaling Over $3.6 Billion
• Positive Sentiment: CEO Anthony Noto bought 28,900 shares, a material insider purchase management says signals confidence amid public scrutiny. CEO Anthony Noto Just Bought 28,900 Shares of SoFi Stock
• Positive Sentiment: Analyst coverage is turning constructive: Seeking Alpha upgraded SoFi on execution—highlighting strong 2025 revenue and member growth plus management’s multi‑year revenue and EPS CAGR targets. SoFi: Execution Makes It A Buy Again (Rating Upgrade)
• Neutral Sentiment: Market commentary notes SoFi’s evolution into a broader digital banking platform—important context for long‑term investors but not an immediate catalyst. MarketBeat Week in Review – 03/23 – 03/27
• Neutral Sentiment: Unrelated sector note: Block’s Square announced merchant expansions (Steak Escape), which is industry context but not directly tied to SoFi. Block Expands Square’s Ecosystem: Will It Drive GPV Growth?
• Negative Sentiment: Muddy Waters and other short sellers have publicly accused SoFi of accounting and securitization problems; that scrutiny has pressured the stock and raised questions about funding quality despite SoFi’s forceful rebuttals. SoFi Short-Seller Clash Puts Accounting Quality And Valuation In Focus
• Negative Sentiment: Prominent investor Steve Eisman warned that SoFi’s private‑credit and securitization practices could be “potentially a disaster,” amplifying credit‑cycle concerns that hit investor sentiment. ‘Big Short’ Legend Steve Eisman Says SoFi’s Private Credit Problems Could Be ‘Potentially A Disaster’
• Negative Sentiment: Despite the $3.6B LPB deals, shares dipped after the announcement—indicating the market is focused on geopolitical risk and credit/short‑seller headlines rather than the new funding commitments. SoFi shares fall 4.3% despite announcing $3.6 billion funding expansion

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on SOFI shares. UBS Group set a $24.50 price objective on SoFi Technologies in a research report on Monday, February 2nd. Barclays increased their target price on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Wells Fargo & Company initiated coverage on shares of SoFi Technologies in a report on Thursday, March 19th. They set an “equal weight” rating and a $19.00 price target on the stock. Needham & Company LLC dropped their price target on shares of SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. Seven equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $25.91.

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.