SoFi Technologies, Inc.

SOFI

Digital paymentsFintech

$18.55vs prev close▼-0.36(-1.93%)

$14.8852W Range$32.73

21% from low

+1.78 (+10.81%)Past 1M

Price

ARK Trade PatternPREMIUM

1M Trades

No trades in 1M

1M net buy

≈ 0 shares

Portfolio Weight

0.50%

1M +0.02%p

Holding ETFs

2 ETFs

ARKF · ARKK

Price Effect (Sell)

Shares decreased, but price appreciation increased portfolio weight.

Shares -4.3% · Market value -6.1% · Weight +0.02%p

Trade Intensity

No trades in 1M

Trade Log

Date	Action	ETF	Shares	Close	Est. total
26.07.02	BUY	ARKK	54,838	$18.24	$1.0M
26.07.01	BUY	ARKK	4,659	$18.44	$85.9K
26.06.30	BUY	ARKK	202,095	$17.93	$3.6M
26.06.29	BUY	ARKK	92,999	$18.19	$1.7M
26.06.15	SELL	ARKK	114,664	$17.13	$2.0M
25.12.15	SELL	ARKF	42,465	$25.82	$1.1M
25.12.12	SELL	ARKF	21,094	$27.28	$575.4K
25.11.12	SELL	ARKF	43,940	$32.21	$1.4M
25.11.10	SELL	ARKF	19,422	$30.54	$593.1K
25.11.05	SELL	ARKF	60,808	$30.07	$1.8M
25.11.04	SELL	ARKF	20,485	$29.37	$601.6K
25.10.27	SELL	ARKF	133,917	$30.00	$4.0M
25.10.23	SELL	ARKF	22,759	$28.08	$639.1K
25.10.20	SELL	ARKF	139,368	$28.68	$4.0M
25.10.17	SELL	ARKF	25,177	$26.54	$668.2K

07.02BUY

54,838

ARKKClose$18.24Est. total$1.0M

07.01BUY

4,659

ARKKClose$18.44Est. total$85.9K

06.30BUY

202,095

ARKKClose$17.93Est. total$3.6M

06.29BUY

92,999

ARKKClose$18.19Est. total$1.7M

06.15SELL

114,664

ARKKClose$17.13Est. total$2.0M

12.15SELL

42,465

ARKFClose$25.82Est. total$1.1M

12.12SELL

21,094

ARKFClose$27.28Est. total$575.4K

11.12SELL

43,940

ARKFClose$32.21Est. total$1.4M

11.10SELL

19,422

ARKFClose$30.54Est. total$593.1K

11.05SELL

60,808

ARKFClose$30.07Est. total$1.8M

11.04SELL

20,485

ARKFClose$29.37Est. total$601.6K

10.27SELL

133,917

ARKFClose$30.00Est. total$4.0M

10.23SELL

22,759

ARKFClose$28.08Est. total$639.1K

10.20SELL

139,368

ARKFClose$28.68Est. total$4.0M

10.17SELL

25,177

ARKFClose$26.54Est. total$668.2K

1 / 4

Prices estimated from market closing prices on trade dates. Actual execution prices may differ. This is not investment advice.

Stock Timeline

Institutional Holders

1 Holding · 0 Sold · Q4 2025

Based on ARK ETF real-time + 13F quarterly filings

Cathie WoodARK Invest

LIVE

3,365,377

Portfolio Weight

0.5%

in ETF 2.77%

Est. Value

$61M

30D Net

13F data may be delayed up to 90 days.

Market Context

Analyst Consensus

※ Analyst opinions are for reference only and do not constitute investment advice. Each securities firm may have different opinions.

Overall Opinion

Hold

Strong Buy

Buy

Hold

Sell

Strong Sell

Analyst Targets

avg.

$19.98

vs Current ▲ +5.6% upside

Current$18.91

Low ~ High$12.00 ~ $30.00

Firm

Position

Price Target

Upside / Downside

Close Price

Action

Date

Piper Sandler

Overweight

$22.00

+16.34%

$18.31

Upgrade

2026-08-17

Truist Securities

Hold

$19.00

+0.48%

$17.94

Maintain

2026-08-12

Mizuho

Outperform

$22.00

+16.34%

$16.31

Maintain

2026-07-31

Morgan Stanley

Underweight

$15.00

-20.68%

$16.47

Maintain

2026-07-30

Wells Fargo

Equal-Weight

$17.00

-10.10%

$16.47

Maintain

2026-07-30

1 / 4

Avg Target

$19.98

vs Current ▲ +5.6% upside

Hold

24 analysts

Strong Buy 3Buy 5Hold 12Sell 2Strong Sell 2

Low $12.00

Current $18.91

High $30.00

Firm	Position	Target	Upside	Close	Action	Date
Piper Sandler	Overweight	$22.00	+16.34%	$18.31	Upgrade	26.08.17
Truist Securities	Hold	$19.00	+0.48%	$17.94	Maintain	26.08.12
Mizuho	Outperform	$22.00	+16.34%	$16.31	Maintain	26.07.31
Morgan Stanley	Underweight	$15.00	-20.68%	$16.47	Maintain	26.07.30
Wells Fargo	Equal-Weight	$17.00	-10.10%	$16.47	Maintain	26.07.30

1 / 4

Price Information

Previous Close$18.91

Open$18.18

Day Range$18.07 - $19.17

52-Week Range$14.88 - $32.73

1-Year Change-27.69%

Trading Volume

Volume62,406,096

Avg Volume (3mo)77,242,433

Valuation

Market Cap24.4B

Book Value$8.58

Shares Outstanding1,291,570,324

Financials

Revenue (TTM)4.3B

Net Income636.3M

EPS$0.49

EBITDA-

Profitability

P/E Ratio38.59

P/B Ratio2.20

Return on Equity (ROE)7.09%

Return on Assets (ROA)1.25%

Profit Margin14.91%

EV/EBITDA-

Beta2.20

Dividend

Dividend Rate-

Dividend Yield-

Technical

RSI(14)57.94

Company Overview

SoFi Technologies offers a comprehensive suite of digital financial services, including lending (personal, student, home loans), investing, and banking products like checking and savings accounts. The company also provides a technology platform (Galileo and Technisys) for other financial institutions and operates as a marketplace for financial products. SoFi aims to be a one-stop shop for its members' financial needs, from borrowing to investing and protecting their money.

P/B

2.20

Price-to-Book

ROE

7.1%

Low return

Beta

2.20

Extreme volatility

RSI(14)

57.9

Neutral zone

AI-generated summary. Not investment advice.

SoFi Technologies, Inc.

Analyst Consensus

Price Information

Trading Volume

Valuation

Financials

Profitability

Dividend

Technical

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