Taylor Frigon Capital Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1632665 SCOTTSDALE, AZ

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,783,668

+$909,559 QoQ

Shares Held

155,252

+31.6% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#221

of 913 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Taylor Frigon Capital Management LLC holds $6,686,711 across 3 Credit Services names. SOFI ranks #1 (41.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	155,252	$2,783,668
2	OMF	OneMain Holdings, Inc.	35,145	$2,142,790
3	AXP	American Express Co	5,204	$1,760,253

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,783,668	155,252	+31.6%	Shares	Sole	2026-07-23
2026-03-31	$1,874,109	118,017	+35.8%	Shares	Sole	2026-04-29
2025-12-31	$2,275,984	86,936	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.