GatePass Capital LLC reduced its position in SoFi Technologies by 18.3% during the third quarter, selling 22,476 shares and retaining 100,045 shares, which represented 1.5% of its total portfolio and ranked SoFi as its 14th largest holding. The remaining stake was valued at approximately $2.64 million per the latest SEC filing. Other funds also shifted exposure: SJS Investment Consulting increased its stake by 840.3% to 1,119 shares; ORG Partners added 1,003 shares for a 230.6% boost; Bartlett & CO. Wealth Management raised its holding by 46.9% with an additional 469 shares; and Bfsg LLC acquired 1,000 more shares for a 200% gain. Institutional ownership of SoFi stands at 38.43%.

Insider Arun Pinto sold 46,132 shares on November 21, reducing his personal stake by 25% to 138,396 shares, with the transaction totaling roughly $1.14 million. CTO Jeremy Rishel followed on December 17, selling 91,837 shares—10.36% of his position—for about $2.45 million, leaving him with 794,598 shares. In total, corporate insiders disposed of 167,813 shares valued at $4.40 million over the quarter, representing 2.60% of outstanding stock.

In its latest quarterly report, SoFi delivered adjusted EPS of $0.11, surpassing consensus by $0.02, and generated revenue of $949.6 million, a 37.7% increase year-over-year and $69.3 million above expectations. Net margin reached 19.3% while return on equity stood at 5.1%. For fiscal 2025, management has set EPS guidance at $0.37 and analysts project full-year EPS of $0.26, reflecting optimism around continued top-line growth in lending, banking and investing segments.