Lombard Odier Asset Management (Switzerland) SA
Position in SOFI — SoFi Technologies, Inc.
CIK 1535660
PETIT-LANCY, V8
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$738,716
+$228,968 QoQ
Shares Held
41,200
+28.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#390
of 913 holders
Holding Since
Sep 2025
4 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, 2026Lombard Odier Asset Management (Switzerland) SA holds $83,154,376 across 7 Credit Services names. SOFI ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
98,269 | $33,715,111 | |
| 2 | MA |
Mastercard Inc
|
44,354 | $22,780,214 | |
| 3 | AXP |
American Express Co
|
43,799 | $14,815,011 | |
| 4 | COF |
Capital One Financial Corp
|
47,949 | $9,619,528 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
10,500 | $856,275 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
41,200 | $738,716 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
14,579 | $629,521 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $738,716 | 41,200 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $509,748 | 32,100 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $761,838 | 29,100 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $686,920 | 26,000 | Shares | Other | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||