Plus 2 More Stocks Seeing Real Insider Support
Insider buying matters most when it shows up in the middle of a mess.
That is what makes these three names worth watching.
SoFi just got hit by a Muddy Waters short report — and CEO Anthony Noto responded by buying 28,900 shares at about $17.32. CoStar is under pressure from activists attacking the Homes.com spend — and multiple insiders, including founder Andy Florance, just stepped in and bought. KKR has been crushed along with the private-markets trade — and insiders have purchased roughly $46 million worth of stock since February, including fresh buying from both co-CEOs. That is not random. That is management and insiders putting real money behind the idea that the market has overreacted.
The Short-Report Rebuttal Trade
Company: SoFi Technologies (SYM: SOFI)
Fintech platform where the CEO just used the selloff to buy stock after a public short attack.
This is the cleanest single insider signal in the group.
After Muddy Waters published a report calling SoFi a “financial engineering treadmill,” CEO Anthony Noto bought 28,900 shares at roughly $17.32, a purchase worth just over $500,000. Barron’s said the buy came right after the short report, and that it was Noto’s second purchase of 2026, bringing his total insider buying for the year to about $1.5 million. SoFi publicly blasted the report as factually inaccurate and misleading and said it was considering legal action.
That matters because this was not a calm-market nibble.
This was the CEO buying directly into public controversy. The stock traded around $16.90 on March 20, below the price Noto paid, which means the market is still treating the short report as a live issue. But the company’s latest operating backdrop was not weak: Investor’s Business Daily noted SoFi reported Q4 EPS of $0.13 on about $1.025 billion in revenue, while total members reached 13.7 million after adding 1 million in the quarter.
The risk is obvious.
A CEO buy does not make the short thesis disappear. If the market keeps focusing on accounting concerns, capital intensity, or funding risk, the stock can stay under pressure. But this is the kind of setup insider watchers care about: public attack, management rebuttal, then a meaningful open-market buy by the person who knows the numbers best.
The Activist Crossfire Opportunity
Company: CoStar Group (SYM: CSGP)
Real-estate-data giant under activist pressure, with a fresh cluster of insider buying.
CoStar is a different kind of insider story.
This is not about a short report. It is about activists saying management has overinvested in Homes.com and needs to change course. Multiple reports said Third Point and D. E. Shaw have been pressing the company over its capital allocation and the drag from the Homes.com strategy, while CoStar has pushed back hard in public.
The insider buying cluster is what changes the tone.
According to Form 4 summaries tied to SEC filings, director Rachel Glaser bought 1,000 shares at $44.94, President of Marketplaces Fred Saint bought 20,000 shares at about $45.33, and CEO Andy Florance bought 55,720 shares at about $44.52, a purchase worth roughly $2.48 million. CoStar traded around $42.90 on March 20, which means all three of those buyers are still underwater on the recent purchases. That is exactly what makes them interesting. They were not buying momentum. They were buying pressure.
That is the core setup.
The activist case says Homes.com is suppressing value. The insider case says the market is overshooting the downside. When founder-CEOs and senior operators buy into that kind of fight, the stock deserves a second look. The risk is that activists can be right for longer than insiders can stay patient, and Homes.com may still take more time and money than bulls want. But the cluster buy says management does not believe the current quote reflects the long-term asset value.
The Big-Money Confidence Signal
Company: KKR & Co. (SYM: KKR)
Alternative-asset giant seeing one of the strongest insider-buying waves in the market.
KKR is the strongest insider-confidence story on a dollar basis.
Recent reporting tied to Form 4 disclosures said KKR insiders have bought about $46 million worth of stock since February. That includes purchases by co-CEOs Scott Nuttall and Joseph Bae, as well as directors including Mary Dillon and Timothy Barakett. Reuters-syndicated coverage said one recent wave totaled about $10.8 million, while other summaries described a broader spree led by the two co-CEOs. KKR traded around $90.00 on March 20 after getting hit hard along with the alternative-asset group.
This is the kind of buying that gets attention because it is not small.
One filing summary said Nuttall alone bought 50,000 shares at about $87.81, worth roughly $4.39 million. Other reporting described the two co-CEOs leading a multi-week accumulation wave after the stock fell sharply from earlier highs. That kind of cluster buy usually means insiders think the market is pricing the cycle, the credit fears, or the private-markets anxiety too aggressively.
That does not make KKR a layup.
Alternative managers still depend on confidence, exits, fundraising, and the market’s willingness to trust valuations in private assets. If private credit fears get louder, the stock can stay cheaper than insiders think it should. But when the people running one of the biggest private-market platforms in the world buy tens of millions of dollars of stock in a short window, that is a signal worth respecting.
Bottom line:
SOFI is the public-rebuttal insider-buy story.
CSGP is the activist-pressure cluster-buy story.
KKR is the biggest-dollar insider-confidence story.
Three very different messes.
One common thread: the people closest to the numbers are buying the weakness, not running from it.
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Written by Ian Cooper