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SoFi Technologies (SOFI) Benefitted from a Strategic Shift

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, Polen U.S. SMID Cap Growth Strategy highlighted stocks such as SoFi Technologies, Inc. (NASDAQ:SOFI). SoFi Technologies, Inc. (NASDAQ:SOFI)...