Savant Capital, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1482880 ROCKFORD, IL

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$822,287

+$481,376 QoQ

Shares Held

45,861

+113.6% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#377

of 912 holders

Holding Since

Sep 2024

6 quarters on record

Voting authority Sole 21% Shared 34% None 45%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Dec 31, 2025

CallValue

CallShares

PutValue

$31,416

PutShares

1,200

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, 2026

Savant Capital, LLC holds $105,612,009 across 18 Credit Services names. SOFI ranks #10 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	128,235	$43,996,146
2	MA	Mastercard Inc	69,924	$35,912,966
3	AXP	American Express Co	31,159	$10,539,531
4	COF	Capital One Financial Corp	21,972	$4,408,022
5	ENVA	Enova International, Inc.	10,107	$2,433,058
6	PYPL	PayPal Holdings, Inc.	46,021	$1,987,186
7	AFRM	Affirm Holdings, Inc.	18,627	$1,519,031
8	SYF	Synchrony Financial	19,714	$1,499,249

All Filings in SOFI

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$822,287	45,861	+113.6%	Shares	Sole	2026-08-10
2026-03-31	$340,911	21,468	+22.7%	Shares	Sole	2026-05-04
2025-12-31	$458,019	17,495	+68.4%	Shares	Sole	2026-02-10
2025-12-31	$31,416	1,200	—	Put	Sole	2026-02-10
2025-09-30	$274,424	10,387	-75.5%	Shares	Sole	2026-03-04
2024-12-31	$652,836	42,392	+4.0%	Shares	Sole	2025-01-29
2024-09-30	$320,515	40,778	—	Shares	Sole	2024-11-04
No filing history on record for this holder in this stock.