Position in SOFI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$196,689
-$124,303 QoQ
Shares Held
12,386
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $196,689 | 12,386 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $320,992 | 12,261 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $323,935 | 12,261 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $223,272 | 12,261 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $142,595 | 12,261 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $188,819 | 12,261 | Shares | Sole | 2025-03-21 | |
| 2024-09-30 | $95,892 | 12,200 | Shares | Sole | 2025-03-21 | |
| 2024-06-30 | $80,642 | 12,200 | Shares | Sole | 2025-03-21 | |
| 2024-03-31 | $89,060 | 12,200 | Shares | Sole | 2025-03-21 | |
| 2023-12-31 | $121,390 | 12,200 | Shares | Sole | 2025-03-21 | |
| 2023-09-30 | $97,478 | 12,200 | Shares | Sole | 2025-03-21 | |
| 2023-06-30 | $101,748 | 12,200 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $74,054 | 12,200 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $56,242 | 12,200 | Shares | Sole | 2023-03-28 | |
| 2022-09-30 | $59,536 | 12,200 | Shares | Sole | 2023-03-28 | |
| 2022-06-30 | $64,294 | 12,200 | Shares | Sole | 2023-03-28 | |
| 2022-03-31 | $115,290 | 12,200 | Shares | Sole | 2023-03-28 | |
| No filing history on record for this holder in this stock. | ||||||