INTECH INVESTMENT MANAGEMENT LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1086318 WEST PALM BEACH, FL

Position in SOFI

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$8,880,841

+$1,594,922 QoQ

Shares Held

559,247

+101.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

7 quarters on record

Voting authority Sole 85.6487383928747.ToString("F0")% Shared 0.ToString("F0")% None 14.351261607125295.ToString("F0")%

Financial Services · as of Mar 31, 2026

INTECH INVESTMENT MANAGEMENT LLC holds $138,077,501 across 26 Credit Services names. SOFI ranks #6 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	116,945	$35,373,523
2	MA	Mastercard Inc	50,924	$25,444,685
3	V	Visa Inc.	43,926	$13,276,193
4	ALLY	Ally Financial Inc.	259,269	$10,171,122
5	COF	Capital One Financial Corp	51,689	$9,429,623
6	SOFI	SoFi Technologies, Inc. This page	559,247	$8,880,841
7	SYF	Synchrony Financial	114,342	$7,777,542
8	BFH	Bread Financial Holdings, Inc.	63,173	$4,731,025

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$8,880,841	559,247	+101.0%	Shares	Sole	2026-05-08
2025-12-31	$7,285,919	278,301	-13.4%	Shares	Sole	2026-02-10
2025-09-30	$8,491,836	321,417	+130.7%	Shares	Defined	2025-11-12
2025-06-30	$2,537,527	139,348	-22.9%	Shares	Sole	2025-08-08
2025-03-31	$2,102,680	180,798	+12.5%	Shares	Sole	2025-05-20
2024-12-31	$2,475,426	160,742	+258.2%	Shares	Sole	2025-02-11
2023-09-30	$358,511	44,870	—	Shares	Sole	2024-10-18
No filing history on record for this holder in this stock.