Position in SOFI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$47,243,587
-$15,372,899 QoQ
Shares Held
2,975,037
+24.4% QoQ
Ownership
0.232%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 0.41938974204354434.ToString("F0")%
Shared 0.ToString("F0")%
None 99.58061025795647.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$1,576,884
PutShares
99,300
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 Mar 31, 2026LPL Financial LLC holds $1,989,664,437 across 32 Credit Services names. SOFI ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,928,554 | $885,126,160 | |
| 2 | MA |
Mastercard Inc
|
1,063,367 | $531,321,955 | |
| 3 | AXP |
American Express Co
|
912,858 | $276,121,287 | |
| 4 | COF |
Capital One Financial Corp
|
638,791 | $116,534,642 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
2,975,037 | $47,243,587 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
694,461 | $31,410,471 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
105,016 | $19,743,008 | |
| 8 | CACC |
Credit Acceptance Corp
|
31,282 | $13,246,675 |
All Filings in SOFI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,576,884 | 99,300 | Put | Sole | 2026-05-06 | |
| 2026-03-31 | $47,243,587 | 2,975,037 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $62,616,486 | 2,391,768 | Shares | Sole | 2026-02-11 | |
| 2025-12-31 | $301,070 | 11,500 | Call | Sole | 2026-02-11 | |
| 2025-09-30 | $264,200 | 10,000 | Put | Sole | 2025-11-12 | |
| 2025-09-30 | $61,978,757 | 2,345,903 | Shares | Sole | 2025-11-12 | |
| 2025-09-30 | $383,090 | 14,500 | Call | Sole | 2025-11-12 | |
| 2025-06-30 | $38,801,430 | 2,130,776 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $21,080,886 | 1,812,630 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $24,691,436 | 1,603,340 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,778,717 | 1,625,791 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $10,195,230 | 1,542,395 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,928,598 | 1,360,082 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $9,839,863 | 988,931 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $7,223,447 | 904,061 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $7,186,094 | 861,642 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $4,859,374 | 800,556 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,012,802 | 870,456 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,199,005 | 655,534 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,333,296 | 632,504 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $5,842,601 | 369,551 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,533,622 | 159,548 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,228,643 | 64,092 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||