SoFi Technologies (SOFI) Benefitted from a Strategic Shift

• StockStory Top Pick SOFI +1.12%

Polen Capital, an investment management company, released its “Polen U.S. SMID Cap Growth Strategy” third-quarter 2025 investor letter.  A copy of the letter can be downloaded here. The strategy returned 14.8% gross and 14.4% net of fees in the quarter, compared to the Russell 2500 Growth Index return of 10.7%. In addition, you can check the fund’s top 5 holdings to find out its best picks for 2025.

In its third-quarter 2025 investor letter, Madison Small Cap Fund highlighted stocks such as SoFi Technologies, Inc. (NASDAQ:SOFI). SoFi Technologies, Inc. (NASDAQ:SOFI) offers financial services that operate through Lending, Technology Platform, and Financial Services segments. The one-month return of SoFi Technologies, Inc. (NASDAQ:SOFI) was -16.03%, and its shares gained 60.45% of their value over the last 52 weeks. On November 21, 2025, SoFi Technologies, Inc. (NASDAQ:SOFI) stock closed at $25.19 per share, with a market capitalization of $30.377 billion.

Madison Small Cap Fund stated the following regarding SoFi Technologies, Inc. (NASDAQ:SOFI) in its third quarter 2025 investor letter:

"The top contributors to the Portfolio’s relative performance in the quarter were Bloom Energy, SoFi Technologies, Inc. (NASDAQ:SOFI), and Talen Energy.

SoFi Technologies, Inc. (NASDAQ:SOFI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. According to our database, 47 hedge fund portfolios held SoFi Technologies, Inc. (NASDAQ:SOFI) at the end of the second quarter, up from 44 in the previous quarter.  SoFi Technologies, Inc. (NASDAQ:SOFI) reported a record adjusted net revenue of $950 million in Q3 2025, up 38% year-over-year. While we acknowledge the potential of SoFi Technologies, Inc. (NASDAQ:SOFI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

In another article, we covered SoFi Technologies, Inc. (NASDAQ:SOFI) and shared the list of best crypto-related stocks to invest in. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.