Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$12,431,873
+$12,107,127 QoQ
Shares Held
693,356
+3290.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#90
of 894 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Arax Advisory Partners holds $143,424,935 across 38 Credit Services names. SOFI ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
157,055 | $53,883,999 | |
| 2 | MA |
Mastercard Inc
|
54,818 | $28,154,524 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
350,059 | $15,115,547 | |
| 4 | AXP |
American Express Co
|
39,065 | $13,213,736 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
693,356 | $12,431,873 | |
| 6 | COF |
Capital One Financial Corp
|
37,902 | $7,603,899 | |
| 7 | SYF |
Synchrony Financial
|
54,008 | $4,107,308 | |
| 8 | KLAR |
Klarna Group plc
|
128,655 | $2,603,977 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,431,873 | 693,356 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $324,746 | 20,450 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $268,894 | 10,271 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $281,901 | 10,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $143,986 | 7,907 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $87,678 | 7,539 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $77,908 | 5,059 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $45,202 | 5,751 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $38,014 | 5,751 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $31,404 | 4,302 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,277 | 4,249 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $32,535 | 4,072 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,960 | 4,072 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $24,219 | 3,990 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $17,010 | 3,690 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $17,177 | 3,520 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $16,405 | 3,113 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $30,892 | 3,269 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $3,509 | 222 | Shares | Sole | 2022-02-08 | |
| 2021-06-30 | $479 | 25 | Shares | Sole | 2021-08-02 | |
| No filing history on record for this holder in this stock. | ||||||