SoFi Technologies, Inc.

• DA Davenport Asset Management The Davenport Funds Quarterly Update ↗ Davenport warns that crowded AI infrastructure and semiconductor enthusiasm has displaced value-oriented shares, prompting a more risk-averse stance. Across its funds, the firm trimmed Marvell and UnitedHealth, added Constellation and Berkshire, initiated Stryker, Abbott, IFF and SoFi, and exited impaired Verra Mobility, Caesars and Casey’s. Q2 2026 ABT $178BACN $138BIFF $23B +3
• Nelnet 2025 Letter to Shareholders ↗ Nelnet exited solar construction after concluding the business did not fit its objectives, while retaining solar tax-equity, syndication, and consulting activities. It reduced its ALLO stake, expanded consumer lending and servicing through Klarna and SoFi relationships, and emphasized AI-driven automation across its education and payments businesses. 2025 KLAR $5.1BSOFI $18B
• Patient Capital Management 4Q24 Portfolio Activity and Attribution ↗ Patient Opportunity Equity Strategy added Precigen preferreds and warrants and a Bitcoin fund, while exiting Fiserv, PureTech Health, Travel & Leisure and Western Alliance. The strategy added to healthcare and energy laggards, arguing that Coinbase, SoFi and travel holdings retain structural growth drivers. 4Q24 COIN $47BCROX $6BCVS $118B +8

All coverage of SOFI →