Cambridge Investment Research Advisors, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1419186
FAIRFIELD, IA
Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,952,588
+$1,092,573 QoQ
Shares Held
276,218
+13.6% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#22
of 328 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Cambridge Investment Research Advisors, Inc. holds $267,633,931 across 19 Credit Services names. SOFI ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
379,555 | $130,221,524 | |
| 2 | MA |
Mastercard Inc
|
117,937 | $60,572,443 | |
| 3 | AXP |
American Express Co
|
128,562 | $43,486,096 | |
| 4 | COF |
Capital One Financial Corp
|
58,567 | $11,749,711 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
148,415 | $6,408,559 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
276,218 | $4,952,588 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
25,053 | $1,527,481 | |
| 8 | SYF |
Synchrony Financial
|
19,844 | $1,509,136 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,952,588 | 276,218 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,860,015 | 243,074 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $6,204,686 | 237,001 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,246,691 | 236,438 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,843,076 | 265,957 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,008,087 | 258,649 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $4,271,852 | 277,393 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,152,893 | 273,905 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,721,891 | 260,498 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,774,732 | 243,114 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,855,361 | 487,976 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,961,753 | 495,839 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,043,174 | 244,985 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,369,440 | 225,608 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,031,814 | 223,821 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,689,768 | 346,264 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,809,407 | 343,341 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $3,460,845 | 366,227 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $6,423,065 | 406,266 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $5,268,174 | 331,749 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $3,484,358 | 181,761 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||