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SOFI

SoFi Technologies, Inc.

boothcheck covers SoFi Technologies, Inc. (SOFI) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed July 11, 2026.

Published model solve
no single estimate
Priced In
elevated

Key Takeaways

• SoFi's flywheel is now measurable in GAAP: a record 1.055 million new members in the first quarter took the base to 14.7 million (up 35 percent), net revenue hit a record $1.1 billion, and diluted EPS doubled to $0.12, with Galileo supplying banking infrastructure ⟦"such as account setup, account funding, direct deposit, authorizations and processing"⟧ to third parties (accession 0001818874-26-000013) [Source: Q1 2026 earnings release, April 29, 2026]. • The risk is a bank multiple priced on u

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Institutional ownership

892 institutional managers reported holding SOFI in 13F filings for the quarter ended 2026-03-31. Together they hold about 51% of the company; the top 10 hold 29%. 102 opened new positions that quarter. Held by Vanguard Group, BlackRock, D. E. Shaw, among others. On the short side, 195.8M shares were sold short as of the 2026-06-15 count, about 14% of shares outstanding (2.6 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

SOFI's share count grew 249.6% over the past five years. It pays no dividend.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at SOFI over the trailing three years: 2023: 3 buys totaling $545k; 2024: 5 buys totaling $1.30M; 2026: 5 buys totaling $1.96M. 23 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

SOFI's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-09+8.4%-4.5%
2023-11-09+9.9%+19.3%
2024-02-28+6.1%-21.9%
2024-05-08-13.8%-6.8%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

SOFI's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-06-18 (items 5.07); 2026-04-29 (items 2.02, 9.01); 2026-01-30 (items 2.02, 9.01); 2026-01-09 (items 5.02).

Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.

Compare SOFI

AXP vs SOFICHYM vs SOFICRCL vs SOFIDAVE vs SOFIPFSI vs SOFIRKT vs SOFI

Model solve date: 2026-Q2
Narrative composed: July 11, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.