Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$855,422
-$18,120 QoQ
Shares Held
47,709
-13.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#370
of 913 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,309,395,042 across 25 Credit Services names. SOFI ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,000,800 | $1,029,544,471 | |
| 2 | MA |
Mastercard Inc
|
1,314,796 | $675,279,225 | |
| 3 | COF |
Capital One Financial Corp
|
1,334,600 | $267,747,451 | |
| 4 | AXP |
American Express Co
|
349,260 | $118,137,194 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
691,879 | $56,422,731 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
469,497 | $50,869,999 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
133,122 | $28,796,950 | |
| 8 | KLAR |
Klarna Group plc
|
1,157,643 | $23,430,693 |
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,422 | 47,709 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $873,542 | 55,009 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,431,862 | 54,693 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,317,301 | 49,860 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $837,277 | 45,979 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $525,013 | 45,143 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $691,490 | 44,902 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $357,433 | 45,475 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $280,244 | 42,397 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $296,161 | 40,570 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $501,708 | 50,423 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $318,721 | 39,890 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $494,912 | 59,342 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $429,707 | 70,792 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $171,556 | 37,214 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||