Westside Investment Management, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1538383
SANTA MONICA, CA
Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$64,548
+$8,968 QoQ
Shares Held
3,600
+2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#691
of 918 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Westside Investment Management, Inc. holds $2,063,772 across 10 Credit Services names. SOFI ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,467 | $503,312 | |
| 2 | PYPL |
PayPal Holdings, Inc.
|
11,579 | $499,981 | |
| 3 | AXP |
American Express Co
|
939 | $317,616 | |
| 4 | MA |
Mastercard Inc
|
434 | $222,902 | |
| 5 | COF |
Capital One Financial Corp
|
925 | $185,573 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
1,170 | $95,413 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
2,450 | $86,803 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
3,600 | $64,548 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,548 | 3,600 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $55,580 | 3,500 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $86,394 | 3,300 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $87,186 | 3,300 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $60,093 | 3,300 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $41,286 | 3,550 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $50,820 | 3,300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $27,510 | 3,500 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $23,135 | 3,500 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $25,550 | 3,500 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $30,845 | 3,100 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $12,784 | 1,600 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $13,344 | 1,600 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $10,319 | 1,700 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $9,911 | 2,150 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $4,636 | 950 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,006 | 950 | Shares | Sole | 2022-07-15 | |
| 2021-12-31 | $3,162 | 200 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $3,176 | 200 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,834 | 200 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 IPOE | — | 200 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||