Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$209,734,470
+$106,201,889 QoQ
Shares Held
11,697,405
+79.4% QoQ
Ownership
0.906%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#11
of 913 holders
Holding Since
Jun 2021
15 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, 2026MARSHALL WACE, LLP holds $1,353,288,360 across 29 Credit Services names. SOFI ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
1,429,163 | $483,414,383 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
11,697,405 | $209,734,470 | |
| 3 | COF |
Capital One Financial Corp
|
969,079 | $194,416,627 | |
| 4 | KLAR |
Klarna Group plc
|
4,965,071 | $100,493,036 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
2,370,690 | $83,993,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
950,683 | $77,528,198 | |
| 7 | MA |
Mastercard Inc
|
121,391 | $62,346,417 | |
| 8 | SYF |
Synchrony Financial
|
446,566 | $33,961,344 |
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,734,470 | 11,697,405 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $103,532,581 | 6,519,684 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $174,116,476 | 6,650,744 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $37,158,486 | 1,406,453 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $145,628,027 | 7,997,146 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $49,408,065 | 4,248,329 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,631,583 | 105,947 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $65,971,440 | 8,393,313 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $42,025,633 | 6,357,887 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $20,180,287 | 2,764,423 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $3,262,605 | 327,900 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,764,749 | 846,652 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $25,195,023 | 3,020,986 | Shares | Other | 2023-08-14 | |
| 2022-06-30 | $2,527,492 | 479,600 | Shares | Other | 2022-08-15 | |
| 2021-06-30 | $17,175,208 | 895,942 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||