Capital Advantage, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1628896 Walnut Creek, CA

Position in SOFI

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$563,835

-$272,118 QoQ

Shares Held

35,506

+11.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Advantage, Inc. holds $2,237,249 across 3 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,322	$1,139,744
2	AXP	American Express Co	2,027	$685,632
3	UPST	Upstart Holdings, Inc.	11,625	$411,873

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$563,835	35,506	+11.2%	Shares	Sole	2026-04-13
2025-12-31	$835,953	31,931	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.