Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,176,405
-$464,713 QoQ
Shares Held
65,611
-36.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 913 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
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 Jun 30, 2026POLEN CAPITAL MANAGEMENT LLC holds $1,207,905,693 across 4 Credit Services names. SOFI ranks #3 (0.1% of the industry book) .
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,405 | 65,611 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,641,118 | 103,345 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,074,841 | 117,450 | Shares | Sole | 2026-02-12 | |
| 2025-12-31 | $1,094,324 | 41,800 | Put | Sole | 2026-02-12 | |
| 2025-09-30 | $3,783,819 | 143,218 | 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. | ||||||