OVERSEA CHINESE BANKING Corp Ltd Takes $639,000 Position in SoFi Technologies, Inc. $SOFI

Posted by Geri Gentry on Aug 22nd, 2026

OVERSEA CHINESE BANKING Corp Ltd purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 35,744 shares of the company’s stock, valued at approximately $639,000.

Other large investors also recently bought and sold shares of the company. Valley Wealth Managers Inc. purchased a new position in SoFi Technologies during the fourth quarter worth approximately $25,000. Vermillion Wealth Management Inc. increased its position in shares of SoFi Technologies by 283.1% in the fourth quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock valued at $26,000 after buying an additional 739 shares in the last quarter. Reflection Asset Management purchased a new stake in shares of SoFi Technologies in the fourth quarter valued at approximately $28,000. American Capital Advisory LLC raised its stake in shares of SoFi Technologies by 456.7% during the 4th quarter. American Capital Advisory LLC now owns 1,297 shares of the company’s stock worth $34,000 after buying an additional 1,064 shares during the period. Finally, Cornerstone Planning Group LLC lifted its position in shares of SoFi Technologies by 232.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 2,099 shares of the company’s stock valued at $34,000 after buying an additional 1,467 shares in the last quarter. Institutional investors and hedge funds own 38.43% of the company’s stock.

Insiders Place Their Bets

In related news, CTO Jeremy Rishel sold 102,123 shares of the business’s stock in a transaction dated Wednesday, June 17th. The shares were sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following 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 transaction was disclosed in a legal filing with the SEC, 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 company’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $17.19, for a total transaction of $188,299.26. Following the sale, the executive vice president directly owned 367,728 shares of the company’s stock, valued at approximately $6,321,244.32. This represents a 2.89% decrease in their position. 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. Insiders have sold 125,219 shares of company stock valued at $2,214,948 in the last ninety days. Insiders own 2.50% of the company’s stock.

SoFi Technologies Stock Performance

Shares of NASDAQ:SOFI opened at $18.91 on Friday. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.74 and a quick ratio of 0.10. The business’s 50 day moving average price is $17.73 and its 200-day moving average price is $17.64. The firm has a market capitalization of $24.42 billion, a PE ratio of 39.40 and a beta of 2.17. SoFi Technologies, Inc. has a 1 year low of $14.88 and a 1 year high of $32.73.

SoFi Technologies (NASDAQ:SOFI – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.11 by $0.01. The firm had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.11 billion. SoFi Technologies had a return on equity of 6.22% and a net margin of 14.78%.The firm’s revenue was up 42.5% compared to the same quarter last year. During the same period in the prior year, the company earned $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. As a group, equities research analysts expect that SoFi Technologies, Inc. will post 0.61 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on SOFI. Stephens dropped their price target on shares of SoFi Technologies from $26.00 to $25.00 and set an “overweight” rating on the stock in a research note on Thursday, April 30th. TD Cowen reduced their price objective on shares of SoFi Technologies from $24.00 to $18.00 and set a “hold” rating for the company in a research report on Thursday, April 30th. Needham & Company LLC decreased their price objective on shares of SoFi Technologies from $25.00 to $24.00 and set a “buy” rating on the stock in a report on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $18.00 target price on shares of SoFi Technologies in a research report on Thursday, April 30th. Finally, Piper Sandler started coverage on shares of SoFi Technologies in a research note on Monday. They set an “overweight” rating and a $22.00 target price for the company. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $22.42.

Read Our Latest Stock Report on SOFI

SoFi Technologies News Roundup

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

(Free Report)

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.