EVERGREEN CAPITAL MANAGEMENT LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1260824
Bellevue, WA
Position in SOFI
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$179,142
-$868,895 QoQ
Shares Held
11,281
-71.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $132,348,636 across 13 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
525,329 | $105,391,503 | |
| 2 | V |
Visa Inc.
|
23,287 | $7,989,536 | |
| 3 | MA |
Mastercard Inc
|
15,076 | $7,743,032 | |
| 4 | AXP |
American Express Co
|
18,555 | $6,276,228 | |
| 5 | ENVA |
Enova International, Inc.
|
4,192 | $1,009,140 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,332 | $748,395 | |
| 7 | NAVI |
Navient Corp
|
87,386 | $743,654 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
10,380 | $632,868 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $179,142 | 11,281 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,048,037 | 40,032 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $262,746 | 9,945 | Shares | Other | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||