Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,265,670
+$382,191 QoQ
Shares Held
126,362
+6.5% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 913 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$6,122
PutShares
3,000
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 Jun 30, 2026HighTower Advisors, LLC holds $1,026,040,198 across 22 Credit Services names. SOFI ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,483,966 | $509,133,894 | |
| 2 | MA |
Mastercard Inc
|
491,676 | $252,524,793 | |
| 3 | AXP |
American Express Co
|
456,856 | $154,531,542 | |
| 4 | COF |
Capital One Financial Corp
|
382,910 | $76,819,404 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
140,355 | $6,060,528 | |
| 6 | ENVA |
Enova International, Inc.
|
22,295 | $5,367,075 | |
| 7 | NNI |
Nelnet Inc
|
35,785 | $4,771,214 | |
| 8 | ALLY |
Ally Financial Inc.
|
67,663 | $3,109,114 |
All Filings in SOFI
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,265,670 | 126,362 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,883,479 | 118,607 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,031,893 | 306,795 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,122 | 3,000 | Put | Sole | 2025-11-07 | |
| 2025-09-30 | $3,521,865 | 133,303 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $2,911 | 1,200 | Call | Sole | 2025-08-11 | |
| 2025-06-30 | $3,192,704 | 175,327 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,145,537 | 184,483 | Shares | Sole | 2025-05-13 | |
| 2025-03-31 | $1 | 100 | Call | Sole | 2025-05-13 | |
| 2024-12-31 | $125,400 | 120,000 | Call | Sole | 2025-02-07 | |
| 2024-12-31 | $3,116,220 | 202,352 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,740 | 6,000 | Call | Sole | 2024-11-14 | |
| 2024-09-30 | $1,567,865 | 199,474 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,341,301 | 202,920 | Shares | Sole | 2024-08-13 | |
| 2024-06-30 | $4,812 | 10,500 | Call | Sole | 2024-08-13 | |
| 2024-03-31 | $1,749,328 | 239,634 | Shares | Sole | 2024-05-06 | |
| 2024-03-31 | $3,758 | 6,300 | Call | Sole | 2024-05-06 | |
| 2023-12-31 | $93,530 | 9,400 | Put | Sole | 2024-02-12 | |
| 2023-12-31 | $1,844,431 | 185,370 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,913,684 | 239,510 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $519 | 65 | Put | Sole | 2023-11-08 | |
| 2023-06-30 | $391 | 47 | Put | Sole | 2023-08-14 | |
| 2023-06-30 | $1,983,210 | 237,795 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,806 | 4,100 | Call | Sole | 2023-05-12 | |
| 2023-03-31 | $1,301,049 | 214,341 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $530 | 115 | Put | Sole | 2023-02-09 | |
| 2022-12-31 | $666,015 | 144,472 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $180 | 37 | Put | Sole | 2022-11-09 | |
| 2022-09-30 | $1,094,105 | 224,202 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $773,077 | 146,694 | Shares | Sole | 2022-08-10 | |
| 2022-06-30 | $1,054 | 200 | Call | Sole | 2022-08-10 | |
| 2022-03-31 | $774 | 82 | Call | Sole | 2022-05-12 | |
| 2022-03-31 | $3,474,793 | 367,703 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $316 | 20 | Put | Sole | 2022-02-10 | |
| 2021-12-31 | $1,692,033 | 107,023 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,431,375 | 90,137 | Shares | Sole | 2021-11-12 | |
| 2021-09-30 | $15,880 | 1,000 | Put | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||