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 valued at $2.643 million as of its latest SEC filing. This holding represents approximately 1.5% of GatePass’s total portfolio and ranks as its 14th largest position. The reduction follows a broader trend of selective profit-taking by mid‐sized institutional investors in financial technology names during the period.

Company insiders disposed of 167,813 shares collectively worth $4.40 million over the last quarter. Chief Technology Officer Jeremy Rishel accounted for 91,837 shares sold at an average price of $26.64, netting $2.45 million, while Arun Pinto, an executive director, sold 46,132 shares at an average of $24.76 per share, realizing $1.14 million. Following these transactions, Rishel still holds 794,598 shares and Pinto holds 138,396 shares, reflecting a 10.4% and 25.0% reduction in their stakes respectively.

In its latest quarterly report, SoFi Technologies posted revenue of $949.6 million, a 37.7% year‐over‐year increase, and delivered EPS of $0.11, beating consensus by $0.02. The company reaffirmed full‐year 2025 EPS guidance of $0.37. Institutional investors now own 38.4% of the shares outstanding, with recent new stakes by Salomon & Ludwin LLC valued at $29,000 and SJS Investment Consulting increasing its position by 840% to 1,119 shares. Analysts maintain a consensus Hold rating with an average target of $25.50, reflecting a balanced view on the company’s growth trajectory and valuation.