In the third quarter, GatePass Capital LLC trimmed its position in SoFi Technologies by 18.3%, selling 22,476 shares and retaining 100,045 shares at quarter end. This holding represented approximately 1.5% of GatePass’s total portfolio, making it the firm’s 14th largest investment. According to the latest SEC filing, the remaining shares were valued at $2,643,000.

Several smaller asset managers adjusted their exposure to SoFi during the same period. SJS Investment Consulting increased its holding by 840.3% to 1,119 shares, ORG Partners added 1,003 shares for a 230.6% rise to 1,438 shares, Bartlett & Co. Wealth Management bought 469 additional shares for a 46.9% lift to 1,469 shares, and Bfsg LLC doubled its position by acquiring 1,000 more shares to reach 1,500 shares. Collectively, institutional investors now own just over 38% of the company’s outstanding shares.

Company insiders have divested 167,813 shares in the past quarter, generating proceeds of $4.4 million. Notable transactions include COO Arun Pinto’s sale of 46,132 shares for $1.14 million on November 21 and CTO Jeremy Rishel’s sale of 91,837 shares for $2.45 million on December 17. Following these disposals, Pinto’s stake fell by 25% to 138,396 shares, while Rishel’s holding decreased by 10% to 794,598 shares. Insider ownership now stands at 2.6%.

On October 28, SoFi reported third-quarter revenue of $949.6 million, exceeding consensus estimates by 8%, and delivered earnings per share of $0.11 versus the $0.09 consensus. Year-over-year revenue growth was 37.7%, driven by expansion in lending and deposit products. The firm set full-year 2025 EPS guidance at $0.37 and analysts currently forecast $0.26 for the current fiscal year, reflecting confidence in continued top-line momentum and margin improvement.