Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$292,617
+$33,456 QoQ
Shares Held
16,320
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#542
of 913 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Gotham Asset Management, LLC holds $225,893,591 across 12 Credit Services names. SOFI ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
1,538,078 | $66,414,208 | |
| 2 | V |
Visa Inc.
|
133,247 | $45,715,713 | |
| 3 | MA |
Mastercard Inc
|
86,722 | $44,540,419 | |
| 4 | AFRM |
Affirm Holdings, Inc.
|
454,524 | $37,066,432 | |
| 5 | WU |
Western Union CO
|
2,063,824 | $15,891,444 | |
| 6 | AXP |
American Express Co
|
24,258 | $8,205,268 | |
| 7 | COF |
Capital One Financial Corp
|
16,135 | $3,237,003 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
29,524 | $1,800,078 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,617 | 16,320 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $259,161 | 16,320 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $427,257 | 16,320 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $396,062 | 14,991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $272,986 | 14,991 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,345 | 14,991 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $230,861 | 14,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $117,829 | 14,991 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $99,090 | 14,991 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $109,478 | 14,997 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $149,538 | 15,029 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $120,265 | 15,052 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $125,642 | 15,065 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $288,501 | 47,529 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $222,742 | 45,644 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $119,602 | 22,695 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $281,250 | 29,762 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||