SCHRODER INVESTMENT MANAGEMENT GROUP
Position in SOFI — SoFi Technologies, Inc.
CIK 1086619
London, X0
Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,155,910
+$146,436 QoQ
Shares Held
64,468
+1.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#331
of 913 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $4,660,612,268 across 14 Credit Services names. SOFI ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
7,633,949 | $2,619,131,559 | |
| 2 | MA |
Mastercard Inc
|
2,121,797 | $1,089,754,936 | |
| 3 | AXP |
American Express Co
|
1,778,857 | $601,698,378 | |
| 4 | WU |
Western Union CO
|
17,339,510 | $133,514,226 | |
| 5 | SYF |
Synchrony Financial
|
1,058,250 | $80,479,911 | |
| 6 | COF |
Capital One Financial Corp
|
374,115 | $75,054,950 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
637,187 | $27,513,733 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
189,965 | $20,582,707 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,155,910 | 64,468 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,009,474 | 63,569 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,256,167 | 47,982 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,190,695 | 45,068 | Shares | Sole | 2025-11-13 | |
| 2021-06-30 | $20,761 | 1,083 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||