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. Those remaining shares represented approximately 1.5% of GatePass’s total portfolio and ranked SOFI as its 14th largest holding. According to the latest SEC filing, the firm’s stake in SoFi was valued at $2.643 million as of the reporting date.

Several smaller institutional investors also altered their exposure to SoFi during Q3. SJS Investment Consulting Inc. expanded its stake by 840.3% to 1,119 shares (valued at $30,000), ORG Partners LLC boosted its holdings by 230.6% to 1,438 shares ($38,000), Bartlett & Co. Wealth Management LLC increased its position by 46.9% to 1,469 shares ($39,000), and Bfsg LLC tripled its stake to 1,500 shares ($40,000). Salomon & Ludwin LLC initiated a new position valued at approximately $29,000. In total, institutional investors now own 38.43% of SoFi’s outstanding shares.

Insiders have been net sellers over the last quarter, disposing of 167,813 shares of SoFi stock for aggregate proceeds of $4.4 million. Chief Technology Officer Jeremy Rishel led the sales with 91,837 shares offloaded, representing a 10.36% reduction in his stake and resulting in $2.45 million of proceeds. Co-founder Arun Pinto divested 46,132 shares—a 25% decrease in his holding—realizing $1.14 million. Post-transactions, corporate insiders collectively own 2.6% of the company’s shares.

SoFi Technologies reported third-quarter revenue of $949.63 million, surpassing consensus estimates by over $69 million and marking a 37.7% year-over-year increase. Earnings per share came in at $0.11, beating forecasts by $0.02, while net margin reached 19.29% and return on equity stood at 5.12%. Management set full-year 2025 EPS guidance at 0.37, above the consensus estimate of 0.26, reflecting confidence in continued top-line growth.