Perpetual Ltd

Position in SOFI — SoFi Technologies, Inc.

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in SOFI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$442,333

+$57,593 QoQ

Shares Held

24,670

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#465

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

Perpetual Ltd holds $9,767,454 across 5 Credit Services names. SOFI ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,269	$4,209,370
2	MA	Mastercard Inc	6,317	$3,244,410
3	COF	Capital One Financial Corp	5,600	$1,123,471
4	AXP	American Express Co	2,211	$747,870
5	SOFI	SoFi Technologies, Inc. This page	24,670	$442,333

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$442,333	24,670	+1.8%	Shares	Defined	2026-07-15
2026-03-31	$384,740	24,228	+78.1%	Shares	Defined	2026-04-14
2025-12-31	$356,231	13,607	—	Shares	Defined	2026-01-20
No filing history on record for this holder in this stock.