Liontrust Investment Partners LLP

Position in SOFI — SoFi Technologies, Inc.

CIK 1544204 LONDON, X0

Position in SOFI

as of Mar 31, 2026 · filed May 20, 2026 Compact

Position Value

$2,964,081

-$8,249,336 QoQ

Shares Held

186,655

-56.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Liontrust Investment Partners LLP holds $282,326,299 across 2 Credit Services names.

#	Ticker	Company	Shares	Value (USD)	Open
1	V	Visa Inc.	474,452	$162,779,736
2	MA	Mastercard Inc	232,762	$119,546,563

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,964,081	186,655	-56.4%	Shares	Sole	2026-05-20
2025-12-31	$11,213,417	428,320	+6.7%	Shares	Sole	2026-02-17
2025-09-30	$10,607,735	401,504	—	Shares	Sole	2025-11-24
No filing history on record for this holder in this stock.