Position in SOFI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,678,168
-$1,127,247 QoQ
Shares Held
294,595
+32.9% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.5699349955022998.ToString("F0")%
Shared 0.ToString("F0")%
None 99.4300650044977.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Sep 30, 2023CallValue
$6,392
CallShares
800
PutValue
$0
PutShares
0
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 Mar 31, 2026Creative Planning holds $575,520,081 across 30 Credit Services names. SOFI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
811,682 | $245,322,766 | |
| 2 | MA |
Mastercard Inc
|
282,263 | $141,035,530 | |
| 3 | AXP |
American Express Co
|
241,230 | $72,967,249 | |
| 4 | COF |
Capital One Financial Corp
|
226,760 | $41,367,826 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
478,103 | $21,624,597 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
47,510 | $8,931,880 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
149,331 | $7,987,715 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
294,595 | $4,678,168 |
All Filings in SOFI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,678,168 | 294,595 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,805,415 | 221,750 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,361,674 | 202,940 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,078,563 | 169,059 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,463,786 | 125,863 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,267,312 | 82,293 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,194,955 | 152,030 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,007,020 | 152,348 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $1,135,208 | 155,508 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,344,812 | 135,157 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,392 | 800 | Call | Sole | 2023-11-16 | |
| 2023-09-30 | $3,843,158 | 480,996 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $6,672 | 800 | Call | Sole | 2023-07-21 | |
| 2023-06-30 | $4,104,405 | 492,135 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,933,297 | 483,245 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,409,024 | 522,565 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,385,719 | 488,877 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,631,790 | 499,391 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,790 | 2,200 | Call | Sole | 2022-05-16 | |
| 2022-03-31 | $4,533,004 | 479,683 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,394,630 | 720,723 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $10,044,115 | 632,501 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,548,613 | 132,948 | Shares | Sole | 2021-08-04 | |
| No filing history on record for this holder in this stock. | ||||||