Tortoise Investment Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1599511
WHITE PLAINS, NY
Position in SOFI
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$87,768
-$31,650 QoQ
Shares Held
5,527
+22.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2026CallValue
$143
CallShares
50,000
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.
All Filings in SOFI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $143 | 50,000 | Call | Sole | 2026-05-05 | |
| 2026-03-31 | $87,768 | 5,527 | Shares | Sole | 2026-05-05 | |
| 2025-09-30 | $119,418 | 4,520 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $81,526 | 4,477 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $51,625 | 4,439 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $68,360 | 4,439 | Shares | Sole | 2025-08-07 | |
| 2024-09-30 | $34,890 | 4,439 | Shares | Sole | 2025-08-07 | |
| 2024-06-30 | $29,341 | 4,439 | Shares | Sole | 2025-08-07 | |
| 2024-03-31 | $28,754 | 3,939 | Shares | Sole | 2025-08-07 | |
| 2022-06-30 | $2,635 | 500 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,725 | 500 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,905 | 500 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,940 | 500 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||