POLEN CAPITAL MANAGEMENT LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1034524 Boca Raton, FL

Back to SOFI Full portfolio

Position in SOFI

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,641,118

-$1,433,723 QoQ

Shares Held

103,345

-12.0% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$1,094,324

PutShares

41,800

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Mar 31, 2026

POLEN CAPITAL MANAGEMENT LLC holds $1,511,235,788 across 4 Credit Services names. SOFI ranks #3 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,541,388	$770,169,928
2	V	Visa Inc.	2,445,760	$739,206,502
3	SOFI	SoFi Technologies, Inc. This page	103,345	$1,641,118
4	AFRM	Affirm Holdings, Inc.	4,763	$218,240

All Filings in SOFI

Export CSV

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,641,118	103,345	-12.0%	Shares	Sole	2026-05-14
2025-12-31	$3,074,841	117,450	+181.0%	Shares	Sole	2026-02-12
2025-12-31	$1,094,324	41,800	-70.8%	Put	Sole	2026-02-12
2025-09-30	$3,783,819	143,218	-16.2%	Shares	Sole	2025-11-12
2025-06-30	$3,112,016	170,896	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.